Zacks Research Has Optimistic Outlook of AFG FY2025 Earnings

American Financial Group, Inc. (NYSE:AFG) – Stock analysts at Zacks Research upped their FY2025 earnings per share (EPS) estimates for American Financial Group in a research note issued to investors on Tuesday, November 18th. Zacks Research analyst Team now anticipates that the insurance provider will post earnings per share of $9.69 for the year, up from their previous estimate of $9.29. 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 Q4 2025 earnings at $3.05 EPS, Q3 2026 earnings at $2.82 EPS, Q4 2026 earnings at $3.34 EPS, Q1 2027 earnings at $2.73 EPS, Q2 2027 earnings at $3.11 EPS and Q3 2027 earnings at $2.41 EPS.

American Financial Group (NYSE:AFG) last released its earnings results on Wednesday, November 5th. The insurance provider reported $2.69 EPS for the quarter, topping the consensus estimate of $2.35 by $0.34. The firm had revenue of $2.33 billion during the quarter, compared to analysts’ expectations of $2.02 billion. American Financial Group had a return on equity of 17.41% and a net margin of 9.21%.American Financial Group’s revenue for the quarter was up 13.4% on a year-over-year basis. During the same period in the previous year, the firm posted $2.31 EPS.

Several other analysts have also recently weighed in on AFG. Wall Street Zen raised shares of American Financial Group from a “sell” rating to a “hold” rating in a report on Saturday, September 13th. Weiss Ratings restated a “buy (b-)” rating on shares of American Financial Group in a report on Thursday, November 13th. Jefferies Financial Group reiterated a “hold” rating and set a $142.00 target price on shares of American Financial Group in a research note on Tuesday, November 11th. Piper Sandler raised their price target on American Financial Group from $130.00 to $139.00 and gave the company a “neutral” rating in a research note on Thursday, November 6th. Finally, Keefe, Bruyette & Woods lowered their price objective on American Financial Group from $127.00 to $124.00 and set a “market perform” rating for the company in a research report on Tuesday, August 12th. One equities research analyst has rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $135.00.

American Financial Group Stock Performance

Shares of AFG opened at $136.99 on Thursday. American Financial Group has a 1 year low of $114.73 and a 1 year high of $150.19. The stock has a market capitalization of $11.43 billion, a PE ratio of 15.05 and a beta of 0.78. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.47 and a current ratio of 0.47. The stock has a 50-day simple moving average of $139.11 and a 200-day simple moving average of $131.52.

Institutional Trading of American Financial Group

Large investors have recently made changes to their positions in the company. Nordea Investment Management AB boosted its position in shares of American Financial Group by 72.5% during the 2nd quarter. Nordea Investment Management AB now owns 57,894 shares of the insurance provider’s stock worth $7,249,000 after purchasing an additional 24,334 shares in the last quarter. LPL Financial LLC lifted its stake in shares of American Financial Group by 116.5% in the first quarter. LPL Financial LLC now owns 14,821 shares of the insurance provider’s stock valued at $1,947,000 after purchasing an additional 7,975 shares during the period. Raymond James Financial Inc. boosted its holdings in American Financial Group by 133.7% during the first quarter. Raymond James Financial Inc. now owns 49,064 shares of the insurance provider’s stock worth $6,444,000 after buying an additional 28,068 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. grew its position in American Financial Group by 16.7% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 64,591 shares of the insurance provider’s stock worth $8,152,000 after buying an additional 9,263 shares during the period. Finally, Allianz Asset Management GmbH increased its holdings in American Financial Group by 10.3% in the second quarter. Allianz Asset Management GmbH now owns 306,080 shares of the insurance provider’s stock valued at $38,630,000 after buying an additional 28,626 shares in the last quarter. 64.37% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other American Financial Group news, CFO Brian S. Hertzman sold 1,777 shares of the firm’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $142.51, for a total transaction of $253,240.27. Following the transaction, the chief financial officer owned 11,300 shares of the company’s stock, valued at approximately $1,610,363. This trade represents a 13.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 17.40% of the company’s stock.

American Financial Group Announces Dividend

The business also recently disclosed a special dividend, which will be paid on Wednesday, November 26th. Shareholders of record on Monday, November 17th will be paid a $2.00 dividend. The ex-dividend date is Monday, November 17th. American Financial Group’s dividend payout ratio is currently 36.97%.

About American Financial Group

American Financial Group, Inc, an insurance holding company, provides specialty property and casualty insurance products in the United States. The company offers property and transportation insurance products, such as physical damage and liability coverage for buses and trucks, inland and ocean marine, agricultural-related products, and other commercial property and specialty transportation coverages; specialty casualty insurance, including primarily excess and surplus, executive and professional liability, general liability, umbrella and excess liability, and specialty coverage in targeted markets, as well as customized programs for small to mid-sized businesses and workers’ compensation insurance; and specialty financial insurance products comprising risk management insurance programs for lending and leasing institutions, fidelity and surety products, and trade credit insurance.