US · Financial Services · Insurance - Property & Casualty
EPS came in at 3.97 against a street estimate of 3.50 — a beat of 13.4%.
Analysts rate American Financial Group, Inc. a buy (2 buy, 5 hold, 0 sell out of 7) with an average price target of $154.50.
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 | 9.30% |
| FMR Inc | 6.59% |
| Vanguard Portfolio Management, LLC | 4.32% |
| State Street Corp | 3.71% |
| Vanguard Capital Management, LLC | 3.65% |
| Charles Schwab Investment Management Inc | 2.79% |
| AMERICAN FINANCIAL GROUP INC RET& SAV PL | 2.71% |
| Geode Capital Management, LLC | 2.09% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net earnings were $282 million, up from $215 million in the third quarter of 2025. • Nine-month 2026 net earn | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net earnings were $282 million, or $3.40 diluted earnings per share, compared with $215 million, or $2.58 per s | 2026-11-04 |
| 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 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $3.50 / share ex-date Nov 16, 2026 · pay Nov 25, 2026 | 2026-11-16 |
| Dividend | $0.97 / share ex-date Oct 15, 2026 · pay Oct 23, 2026 | 2026-10-15 |
| 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 |
| Announcement | Date |
|---|---|
| Special one-time cash dividend of $3.50 per share declared American Financial Group declared a special, one-time cash dividend of $3.50 per common share. Investors must own shares by November 16, 2026 to be recorded as eligible, and the dividend wil | 2026-11-04 |
| 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 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for American Financial Group, Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.