AE Wealth Management LLC Sells 4,433 Shares of American Financial Group, Inc. $AFG

AE Wealth Management LLC lessened its stake in American Financial Group, Inc. (NYSE:AFG) by 56.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,384 shares of the insurance provider’s stock after selling 4,433 shares during the quarter. AE Wealth Management LLC’s holdings in American Financial Group were worth $493,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Advisors Asset Management Inc. lifted its position in shares of American Financial Group by 3.2% during the 2nd quarter. Advisors Asset Management Inc. now owns 2,640 shares of the insurance provider’s stock valued at $333,000 after buying an additional 83 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its stake in American Financial Group by 1.6% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 7,405 shares of the insurance provider’s stock valued at $1,087,000 after acquiring an additional 115 shares during the period. QRG Capital Management Inc. lifted its holdings in American Financial Group by 2.7% during the third quarter. QRG Capital Management Inc. now owns 5,938 shares of the insurance provider’s stock valued at $865,000 after purchasing an additional 154 shares during the last quarter. A&I Financial Services LLC boosted its position in American Financial Group by 3.4% during the third quarter. A&I Financial Services LLC now owns 4,669 shares of the insurance provider’s stock worth $684,000 after purchasing an additional 155 shares during the period. Finally, Hantz Financial Services Inc. boosted its position in American Financial Group by 421.1% during the second quarter. Hantz Financial Services Inc. now owns 198 shares of the insurance provider’s stock worth $25,000 after purchasing an additional 160 shares during the period. 64.37% of the stock is owned by hedge funds and other institutional investors.

American Financial Group News Summary

Here are the key news stories impacting American Financial Group this week:

• Positive Sentiment: Q4 beat and underwriting strength: AFG reported Q4 EPS well above estimates (driven by a record underwriting profit) — a key driver for today’s upside as it demonstrates core insurance profitability. American Financial Beats on Q4 Earnings, Declares Special Dividend
• Positive Sentiment: Special dividend: Management declared a $1.50 per-share special dividend (record/ex-div dates announced), which supports the stock’s appeal to income-focused investors and signals excess capital. American Financial Beats on Q4 Earnings, Declares Special Dividend
• Positive Sentiment: 2026 targets — disciplined growth and $11 core EPS: Management reiterated targets of ~3–5% net written premium growth and $11 core EPS for 2026 while emphasizing disciplined underwriting, which supports forward earnings visibility. American Financial Group targets 3-5% net written premium growth and $11 core EPS for 2026
• Neutral Sentiment: Earnings call and presentation available: The full Q4 earnings call transcript and the investor presentation provide more color on reserve development, segments, and capital deployment for analysts and investors. AFG Q4 2025 Earnings Call Transcript Q4 Results – Earnings Call Presentation
• Neutral Sentiment: Valuation debate continues: Analysts and screens (Zacks pieces) are revisiting whether AFG is undervalued given the beat and guidance; this keeps the stock in many valuation-focused watchlists but is not an immediate catalyst by itself. Is American Financial Group (AFG) Stock Undervalued Right Now?
• Neutral Sentiment: Analyst commentary roundup: Coverage notes and commentaries (e.g., Globe and Mail roundup) are circulating, providing differing takes but no unified negative verdict. Analysts Offer Insights on Financial Companies: AFG, PYPL, WAFD
• Negative Sentiment: Wells Fargo trimmed its price target from $165 to $160: While the firm kept an overweight rating, the lower target is a modest headwind for sentiment even though it still implies notable upside. Benzinga

American Financial Group Price Performance

NYSE:AFG opened at $129.56 on Friday. The firm has a market capitalization of $10.80 billion, a price-to-earnings ratio of 12.87 and a beta of 0.71. American Financial Group, Inc. has a 52-week low of $114.73 and a 52-week high of $150.02. The stock has a fifty day moving average of $133.37 and a 200 day moving average of $134.99. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.55 and a current ratio of 0.55.

American Financial Group (NYSE:AFG) last released its quarterly earnings results on Tuesday, February 3rd. The insurance provider reported $3.65 earnings per share for the quarter, beating the consensus estimate of $3.18 by $0.47. The firm had revenue of $2.06 billion for the quarter, compared to analysts’ expectations of $1.79 billion. American Financial Group had a return on equity of 18.92% and a net margin of 10.30%.The company’s revenue was down 4.0% compared to the same quarter last year. During the same quarter last year, the firm posted $3.12 EPS. American Financial Group has set its FY 2026 guidance at 11.000-11.000 EPS. On average, research analysts expect that American Financial Group, Inc. will post 10.5 EPS for the current fiscal year.

American Financial Group Dividend Announcement

The business also recently announced a special dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Monday, February 16th will be given a dividend of $1.50 per share. The ex-dividend date is Friday, February 13th. American Financial Group’s payout ratio is presently 34.96%.

Analyst Ratings Changes

AFG has been the topic of a number of recent research reports. Jefferies Financial Group restated a “hold” rating and set a $142.00 price target on shares of American Financial Group in a research note on Tuesday, November 11th. Piper Sandler boosted their target price on shares of American Financial Group from $130.00 to $139.00 and gave the company a “neutral” rating in a report on Thursday, November 6th. Weiss Ratings lowered American Financial Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 12th. Finally, Wells Fargo & Company decreased their price objective on American Financial Group from $165.00 to $160.00 and set an “overweight” rating on the stock in a research note on Thursday. One equities research analyst has rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $141.25.

American Financial Group Profile

American Financial Group, Inc (NYSE: AFG) is a diversified holding company primarily engaged in property and casualty insurance and reinsurance. Through its flagship subsidiary, Great American Insurance Company, the firm underwrites a broad range of specialty insurance products for commercial and industrial clients, including inland marine, excess and surplus lines, executive liability, and environmental liability coverage. In addition, American Financial Group offers supplemental accident and health insurance and assumes reinsurance risks from other insurers, helping to diversify its underwriting portfolio.

The company traces its roots to 1946, when it was founded by Carl Lindner, Sr.