AE Wealth Management LLC Cuts Position in American Financial Group, Inc. $AFG

AE Wealth Management LLC lessened its position in American Financial Group, Inc. (NYSE:AFG) by 56.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,384 shares of the insurance provider’s stock after selling 4,433 shares during the quarter. AE Wealth Management LLC’s holdings in American Financial Group were worth $493,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in AFG. Royal Bank of Canada boosted its holdings in shares of American Financial Group by 11.1% in the 1st quarter. Royal Bank of Canada now owns 75,421 shares of the insurance provider’s stock worth $9,905,000 after purchasing an additional 7,554 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new stake in American Financial Group in the 1st quarter worth approximately $2,330,000. Jones Financial Companies Lllp lifted its position in American Financial Group by 145.8% in the 1st quarter. Jones Financial Companies Lllp now owns 1,278 shares of the insurance provider’s stock worth $168,000 after buying an additional 758 shares during the last quarter. QRG Capital Management Inc. boosted its stake in American Financial Group by 6.6% in the second quarter. QRG Capital Management Inc. now owns 5,784 shares of the insurance provider’s stock worth $730,000 after buying an additional 357 shares in the last quarter. Finally, KLP Kapitalforvaltning AS grew its position in American Financial Group by 1.6% during the second quarter. KLP Kapitalforvaltning AS now owns 26,200 shares of the insurance provider’s stock valued at $3,307,000 after acquiring an additional 400 shares during the last quarter. Hedge funds and other institutional investors own 64.37% of the company’s stock.

American Financial Group Stock Performance

American Financial Group stock opened at $129.56 on Friday. The company has a current ratio of 0.55, a quick ratio of 0.55 and a debt-to-equity ratio of 0.38. The firm has a market cap of $10.80 billion, a P/E ratio of 12.87 and a beta of 0.71. American Financial Group, Inc. has a 1-year low of $114.73 and a 1-year high of $150.02. The firm has a 50-day moving average of $133.37 and a 200-day moving average of $134.99.

American Financial Group (NYSE:AFG) last released its quarterly earnings results on Tuesday, February 3rd. The insurance provider reported $3.65 EPS for the quarter, beating analysts’ consensus estimates of $3.18 by $0.47. American Financial Group had a return on equity of 18.92% and a net margin of 10.30%.The business had revenue of $2.06 billion during the quarter, compared to analyst estimates of $1.79 billion. During the same quarter in the prior year, the company posted $3.12 EPS. American Financial Group’s quarterly revenue was down 4.0% compared to the same quarter last year. American Financial Group has set its FY 2026 guidance at 11.000-11.000 EPS. Sell-side analysts expect that American Financial Group, Inc. will post 10.5 EPS for the current year.

American Financial Group Dividend Announcement

The firm also recently announced a special dividend, which will be paid on Wednesday, February 25th. Investors of record on Monday, February 16th will be issued a dividend of $1.50 per share. The ex-dividend date is Friday, February 13th. American Financial Group’s dividend payout ratio is currently 34.96%.

Analyst Upgrades and Downgrades

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

Key Headlines Impacting American Financial Group

Here are the key news stories impacting American Financial Group this week:

• Positive Sentiment: Q4 beat and underwriting strength: AFG reported Q4 EPS well above estimates (driven by a record underwriting profit) — a key driver for today’s upside as it demonstrates core insurance profitability. American Financial Beats on Q4 Earnings, Declares Special Dividend
• Positive Sentiment: Special dividend: Management declared a $1.50 per-share special dividend (record/ex-div dates announced), which supports the stock’s appeal to income-focused investors and signals excess capital. American Financial Beats on Q4 Earnings, Declares Special Dividend
• Positive Sentiment: 2026 targets — disciplined growth and $11 core EPS: Management reiterated targets of ~3–5% net written premium growth and $11 core EPS for 2026 while emphasizing disciplined underwriting, which supports forward earnings visibility. American Financial Group targets 3-5% net written premium growth and $11 core EPS for 2026
• Neutral Sentiment: Earnings call and presentation available: The full Q4 earnings call transcript and the investor presentation provide more color on reserve development, segments, and capital deployment for analysts and investors. AFG Q4 2025 Earnings Call Transcript Q4 Results – Earnings Call Presentation
• Neutral Sentiment: Valuation debate continues: Analysts and screens (Zacks pieces) are revisiting whether AFG is undervalued given the beat and guidance; this keeps the stock in many valuation-focused watchlists but is not an immediate catalyst by itself. Is American Financial Group (AFG) Stock Undervalued Right Now?
• Neutral Sentiment: Analyst commentary roundup: Coverage notes and commentaries (e.g., Globe and Mail roundup) are circulating, providing differing takes but no unified negative verdict. Analysts Offer Insights on Financial Companies: AFG, PYPL, WAFD
• Negative Sentiment: Wells Fargo trimmed its price target from $165 to $160: While the firm kept an overweight rating, the lower target is a modest headwind for sentiment even though it still implies notable upside. Benzinga

American Financial Group 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.