Zacks Research Has Bullish Forecast for AFG Q4 Earnings

American Financial Group, Inc. (NYSE:AFG) – Zacks Research raised their Q4 2026 earnings estimates for shares of American Financial Group in a report issued on Friday, January 30th. Zacks Research analyst Team now anticipates that the insurance provider will earn $3.52 per share for the quarter, up from their prior forecast of $3.51. 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 2027 earnings at $3.73 EPS.

American Financial Group (NYSE:AFG) last announced its earnings results on Wednesday, November 5th. The insurance provider reported $2.69 earnings per share for the quarter, topping analysts’ consensus estimates of $2.35 by $0.34. American Financial Group had a net margin of 9.66% and a return on equity of 18.05%. The company had revenue of $2.33 billion during the quarter, compared to the consensus estimate of $2.02 billion. During the same period in the previous year, the firm posted $2.31 earnings per share. The company’s revenue was up 13.4% on a year-over-year basis.

A number of other research analysts have also commented on the company. Jefferies Financial Group reiterated a “hold” rating and issued a $142.00 price objective on shares of American Financial Group in a research report 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 report on Thursday, November 6th. Weiss Ratings cut American Financial Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 12th. Finally, Wells Fargo & Company initiated coverage on shares of American Financial Group in a research report on Thursday, January 15th. They set an “overweight” rating and a $165.00 target price on the stock. One analyst has rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, American Financial Group presently has an average rating of “Hold” and an average target price of $142.50.

American Financial Group Stock Performance

Shares of American Financial Group stock opened at $130.00 on Monday. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.55 and a quick ratio of 0.55. The firm has a 50 day simple moving average of $133.91 and a 200 day simple moving average of $135.08. American Financial Group has a fifty-two week low of $114.73 and a fifty-two week high of $150.02. The firm has a market cap of $10.84 billion, a P/E ratio of 13.66 and a beta of 0.71.

Hedge Funds Weigh In On American Financial Group

Several institutional investors and hedge funds have recently made changes to their positions in the company. Advisors Asset Management Inc. boosted its position in shares of American Financial Group by 3.2% during the second quarter. Advisors Asset Management Inc. now owns 2,640 shares of the insurance provider’s stock worth $333,000 after buying an additional 83 shares during the period. JB Capital LLC lifted its stake in American Financial Group by 2.1% in the 4th quarter. JB Capital LLC now owns 4,268 shares of the insurance provider’s stock valued at $583,000 after acquiring an additional 89 shares in the last quarter. EverSource Wealth Advisors LLC boosted its position in American Financial Group by 11.5% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 884 shares of the insurance provider’s stock worth $129,000 after acquiring an additional 91 shares during the last quarter. Jones Financial Companies Lllp grew its stake in shares of American Financial Group by 12.1% during the 3rd quarter. Jones Financial Companies Lllp now owns 863 shares of the insurance provider’s stock worth $125,000 after acquiring an additional 93 shares in the last quarter. Finally, Intrust Bank NA raised its holdings in shares of American Financial Group by 3.6% in the third quarter. Intrust Bank NA now owns 2,935 shares of the insurance provider’s stock valued at $428,000 after purchasing an additional 102 shares during the last quarter. Institutional investors and hedge funds own 64.37% of the company’s stock.

Insiders Place Their Bets

In related news, CFO Brian S. Hertzman sold 1,777 shares of the business’s stock in a transaction that occurred 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 transaction, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 17.40% of the stock is owned by insiders.

American Financial Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, January 27th. Investors of record on Thursday, January 15th were paid a dividend of $0.88 per share. The ex-dividend date of this dividend was Thursday, January 15th. This represents a $3.52 annualized dividend and a yield of 2.7%. American Financial Group’s dividend payout ratio (DPR) is presently 36.97%.

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.