American Financial Group, Inc. (AFG) To Go Ex-Dividend on February 13th

American Financial Group, Inc. (NYSE:AFG) announced a special dividend on Tuesday, February 3rd. Shareholders of record on Monday, February 16th will be paid a dividend of 1.50 per share by the insurance provider on Wednesday, February 25th. The ex-dividend date of this dividend is Friday, February 13th.

American Financial Group has increased its dividend by an average of 0.1%annually over the last three years and has raised its dividend every year for the last 19 years. American Financial Group has a dividend payout ratio of 29.8% indicating that its dividend is sufficiently covered by earnings. Equities research analysts expect American Financial Group to earn $11.68 per share next year, which means the company should continue to be able to cover its $3.52 annual dividend with an expected future payout ratio of 30.1%.

American Financial Group Stock Down 3.2%

American Financial Group stock opened at $126.10 on Thursday. The company has a current ratio of 0.55, a quick ratio of 0.55 and a debt-to-equity ratio of 0.38. American Financial Group has a 1-year low of $114.73 and a 1-year high of $150.02. The firm has a market capitalization of $10.52 billion, a price-to-earnings ratio of 12.52 and a beta of 0.71. The firm has a 50 day simple moving average of $133.53 and a 200 day simple moving average of $135.03.

American Financial Group (NYSE:AFG) last posted its earnings results on Tuesday, February 3rd. The insurance provider reported $3.65 EPS for the quarter, topping the consensus estimate of $3.18 by $0.47. The business had revenue of $2.06 billion during 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 firm’s revenue was down 4.0% on a year-over-year basis. During the same period in the previous year, the business earned $3.12 earnings per share. American Financial Group has set its FY 2026 guidance at 11.000-11.000 EPS. On average, analysts predict that American Financial Group will post 10.5 earnings per share for the current year.

American Financial Group News Roundup

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

• Positive Sentiment: Q4 earnings materially beat expectations: GAAP/adjusted EPS of $3.65 topped consensus (~$3.18) driven by a record ~41% surge in underwriting profit; revenue also beat estimates ($2.06B vs. ~$1.79B). This outperformance supports the company’s profitability story. American Financial Beats on Q4 Earnings, Declares Special Dividend
• Positive Sentiment: Board declared a $1.50 special dividend (record date Feb 16, pay Feb 25, ex-div Feb 13), returning cash to shareholders and signaling capital strength. AFG Announces 2025 Fourth Quarter and Full-Year Results and Declares Special Dividend
• Positive Sentiment: Management set FY2026 core EPS guidance of $11.00, above current Street consensus (~$10.77), indicating confidence in earnings power for the year ahead. American Financial Group targets 3%-5% net written premium growth and $11 core EPS for 2026
• Neutral Sentiment: Company reiterated disciplined underwriting and modest growth targets (3%–5% net written premium growth for 2026), which supports margin stability but implies limited top-line acceleration. Earnings Call Highlights
• Negative Sentiment: Revenue was down ~4% year-over-year despite the beat, signaling some underlying top-line pressure; investors may be parsing sustainability of recent underwriting gains. AFG Press Release / Slide Deck
• Negative Sentiment: High intraday volume and share weakness suggest profit-taking and ex-dividend positioning ahead of the Feb 13 ex-date; some investors may be selling to capture the special dividend or to lock gains after recent run-up. (No external link)

American Financial Group Company 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.