US · Financial Services · Insurance - Property & Casualty
EPS came in at 2.82 against a street estimate of 2.41 — a beat of 17.0%.
Analysts rate American Financial Group, Inc. a hold (1 buy, 5 hold, 0 sell out of 6) with an average price target of $155.83.
CONFIDENT AFG delivered record Q2 P&C operating income with 91.5% combined ratio, 32% core EPS growth to $2.82 (beat $2.41 street), and 19.2% ROE. Broad-based premium growth across 36 businesses, disciplined pricing holding ~5%, and favorable reserve development drive confidence. Q2 2026 California workers' comp exception: 14% of book, underperforming; most other markets strong. Analysts pressed on loss ratio mix shifts, AI underwriting upside, and competitive pricing pressure. Management stressed ROE-focused evaluation, early-stage AI pilots, and continued rate discipline in excess casualty and commercial auto despite MGA competition. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.24% |
| FMR Inc | 7.69% |
| Vanguard Portfolio Management, LLC | 4.72% |
| Vanguard Capital Management, LLC | 3.96% |
| State Street Corp | 3.63% |
| AMERICAN FINANCIAL GROUP INC RET& SAV PL | 2.71% |
| Charles Schwab Investment Management Inc | 2.53% |
| Geode Capital Management, LLC | 2.02% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 AMERICAN FINANCIAL GROUP, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net earnings (Q2 2026): $248 million vs. $174 million (Q2 2025) – up 43% • | 2026-08-06 |
| Results announced · Q3 2026 AMERICAN FINANCIAL GROUP, INC. - Q2 2026 INVESTOR SUMMARY HEADLINE NUMBERS • Net earnings Q2 2026: $248 million; Six-month 2026: $439 million (vs. $ | 2026-08-05 |
| Shareholder vote results · Q2 2026 AMERICAN FINANCIAL GROUP, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 20, 2026 • Company trades on NYSE under tic | 2026-05-21 |
| Quarterly report · Q1 2026 AMERICAN FINANCIAL GROUP, INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Earnings: $191 million (Q1 2026) vs. $154 million (Q1 2025) — increase | 2026-05-07 |
| Results announced · Q2 2026 AMERICAN FINANCIAL GROUP, INC. - Q1 2026 INVESTOR SUMMARY HEADLINE NUMBERS • Q1 2026 net earnings: $191 million | Full year 2025: $842 million (down | 2026-04-30 |
| Proxy statement · Q2 2026 AMERICAN FINANCIAL GROUP, INC. — 2026 PROXY STATEMENT SUMMARY CEO COMPENSATION • Carl H. Lindner III (Co-CEO) and S. Craig Lindner (Co-CEO) serve as | 2026-04-03 |
| Annual report FY2025 AMERICAN FINANCIAL GROUP, INC. – 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Market capitalization: $8.99 billion as of last business day of Q2 2025 • | 2026-02-25 |
| Board / officer change · Q1 2026 AMERICAN FINANCIAL GROUP, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company: American Financial Group, Inc. (NYSE: AFG) • Report Date: February 13, | 2026-02-18 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.88 / share ex-date Jul 15, 2026 · pay Jul 24, 2026 | 2026-07-15 |
| Dividend | $0.88 / share ex-date Apr 15, 2026 · pay Apr 24, 2026 | 2026-04-15 |
| Dividend | $1.50 / share ex-date Feb 13, 2026 · pay Feb 25, 2026 | 2026-02-13 |
| Dividend | $0.88 / share ex-date Jan 15, 2026 · pay Jan 27, 2026 | 2026-01-15 |
| Dividend | $2.00 / share ex-date Nov 17, 2025 · pay Nov 26, 2025 | 2025-11-17 |
| Dividend | $0.88 / share ex-date Oct 15, 2025 · pay Oct 24, 2025 | 2025-10-15 |
| Announcement | Date |
|---|---|
| Board declares special one-time cash dividend of $1.50 per share American Financial Group announced a special one-time cash dividend of $1.50 per share, payable February 25, 2026 to shareholders of record on February 16, 2026. This announcement came along | 2026-02-04 |
| Board approves new share repurchase program for 5 million shares American Financial Group's Board of Directors approved a new share repurchase program on December 3, 2025, authorizing the company to buy back up to 5 million shares of its common stock. The | 2025-12-05 |
| Board declares special one-time cash dividend of $2.00 per share American Financial Group announced a special one-time cash dividend of $2.00 per share, payable November 26, 2025 to shareholders of record as of November 17, 2025. This announcement was mad | 2025-11-05 |
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Google PlayApp StoreData updated 2026-09-18.