Allianz Asset Management GmbH Has $48.91 Million Stock Holdings in American Financial Group, Inc. $AFG

Allianz Asset Management GmbH increased its position in shares of American Financial Group, Inc. (NYSE:AFG) by 9.7% in the third quarter, HoldingsChannel reports. The firm owned 335,673 shares of the insurance provider’s stock after purchasing an additional 29,593 shares during the period. Allianz Asset Management GmbH’s holdings in American Financial Group were worth $48,914,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in American Financial Group during the second quarter worth about $106,707,000. Vestor Capital LLC boosted its holdings in shares of American Financial Group by 64,631.3% in the 2nd quarter. Vestor Capital LLC now owns 388,388 shares of the insurance provider’s stock worth $49,018,000 after acquiring an additional 387,788 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in American Financial Group during the 2nd quarter worth approximately $20,560,000. JPMorgan Chase & Co. increased its holdings in American Financial Group by 50.9% during the 2nd quarter. JPMorgan Chase & Co. now owns 307,874 shares of the insurance provider’s stock valued at $38,857,000 after purchasing an additional 103,826 shares in the last quarter. Finally, Ameriprise Financial Inc. increased its holdings in American Financial Group by 29.6% during the 2nd quarter. Ameriprise Financial Inc. now owns 424,723 shares of the insurance provider’s stock valued at $53,605,000 after purchasing an additional 97,102 shares in the last quarter. 64.37% of the stock is owned by institutional investors.

Insider Buying and Selling

In other American Financial Group news, CFO Brian S. Hertzman sold 1,777 shares of the company’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $142.51, for a total transaction of $253,240.27. Following the completion of the sale, the chief financial officer owned 11,300 shares in the company, valued at approximately $1,610,363. The trade was a 13.59% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 17.40% of the company’s stock.

Trending Headlines about American Financial Group

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 Price Performance

Shares of AFG stock opened at $126.10 on Thursday. The stock has a 50-day moving average price of $133.53 and a 200 day moving average price of $135.03. The company has a quick ratio of 0.55, a current ratio of 0.55 and a debt-to-equity ratio of 0.38. The firm has a market cap of $10.52 billion, a price-to-earnings ratio of 12.52 and a beta of 0.71. American Financial Group, Inc. has a 12 month low of $114.73 and a 12 month high of $150.02.

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

American Financial Group Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Weiss Ratings lowered American Financial Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 12th. Piper Sandler upped their price target on shares of American Financial Group from $130.00 to $139.00 and gave the stock a “neutral” rating in a research report on Thursday, November 6th. Jefferies Financial Group restated a “hold” rating and issued a $142.00 price objective on shares of American Financial Group in a research report on Tuesday, November 11th. Finally, Wells Fargo & Company started coverage on shares of American Financial Group in a research note on Thursday, January 15th. They issued an “overweight” rating and a $165.00 target price for the company. One equities research analyst has rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, American Financial Group currently has a consensus rating of “Hold” and an average price target of $142.50.

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.