Research Analysts Set Expectations for AFG Q1 Earnings

American Financial Group, Inc. (NYSE:AFG) – Investment analysts at Zacks Research lowered their Q1 2026 EPS estimates for shares of American Financial Group in a research note issued on Monday, February 16th. Zacks Research analyst Team now expects that the insurance provider will post earnings of $2.55 per share for the quarter, down from their prior forecast of $2.68. The consensus estimate for American Financial Group’s current full-year earnings is $10.50 per share. Zacks Research also issued estimates for American Financial Group’s Q2 2026 earnings at $2.45 EPS, Q3 2026 earnings at $2.61 EPS, FY2026 earnings at $11.00 EPS, Q1 2027 earnings at $2.41 EPS, Q2 2027 earnings at $2.81 EPS, Q3 2027 earnings at $2.30 EPS, Q4 2027 earnings at $4.05 EPS and FY2028 earnings at $11.32 EPS.

American Financial Group (NYSE:AFG) last announced its earnings results on Wednesday, February 4th. The insurance provider reported $3.65 EPS for the quarter, topping analysts’ consensus estimates of $3.18 by $0.47. The company 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%.American Financial Group’s revenue for the quarter was down 4.0% compared to the same quarter last year. During the same period last year, the firm earned $3.12 EPS.

A number of other brokerages also recently issued reports on AFG. Wells Fargo & Company cut their price objective on American Financial Group from $165.00 to $160.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Jefferies Financial Group reiterated a “hold” rating and issued a $142.00 price target on shares of American Financial Group in a research report on Tuesday, November 11th. Piper Sandler increased their price objective on shares of American Financial Group from $130.00 to $139.00 and gave the stock a “neutral” rating in a research note on Thursday, November 6th. Finally, Weiss Ratings cut shares of American Financial Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 12th. One analyst has rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, American Financial Group has an average rating of “Hold” and a consensus target price of $141.25.

American Financial Group Stock Performance

Shares of AFG opened at $131.11 on Wednesday. The business has a 50-day simple moving average of $132.74 and a two-hundred day simple moving average of $135.35. The company has a quick ratio of 0.55, a current ratio of 0.55 and a debt-to-equity ratio of 0.38. American Financial Group has a 52 week low of $114.73 and a 52 week high of $150.02. The stock has a market cap of $10.93 billion, a price-to-earnings ratio of 13.02 and a beta of 0.71.

American Financial Group Dividend Announcement

The business also recently disclosed a special dividend, which will be paid on Wednesday, February 25th. Stockholders 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 dividend payout ratio (DPR) is presently 34.96%.

Hedge Funds Weigh In On American Financial Group

Several institutional investors have recently bought and sold shares of the stock. Norges Bank purchased a new stake in American Financial Group in the 2nd quarter worth $106,707,000. M&T Bank Corp increased its holdings in shares of American Financial Group by 20,131.5% in the fourth quarter. M&T Bank Corp now owns 637,090 shares of the insurance provider’s stock worth $87,077,000 after purchasing an additional 633,941 shares during the last quarter. Vestor Capital LLC lifted its position in shares of American Financial Group by 100,006.8% in the fourth quarter. Vestor Capital LLC now owns 600,641 shares of the insurance provider’s stock worth $82,096,000 after buying an additional 600,041 shares in the last quarter. Victory Capital Management Inc. lifted its position in shares of American Financial Group by 12.9% in the third quarter. Victory Capital Management Inc. now owns 2,963,942 shares of the insurance provider’s stock worth $431,906,000 after buying an additional 337,573 shares in the last quarter. Finally, Adage Capital Partners GP L.L.C. bought a new position in American Financial Group during the fourth quarter valued at approximately $43,832,000. 64.37% of the stock is owned by hedge funds and other institutional investors.

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.