What is Zacks Research’s Estimate for AFG Q4 Earnings?

American Financial Group, Inc. (NYSE:AFG) – Research analysts at Zacks Research dropped their Q4 2026 earnings per share estimates for shares of American Financial Group in a research note issued on Monday, February 16th. Zacks Research analyst Team now forecasts that the insurance provider will post earnings of $3.40 per share for the quarter, down from their previous estimate of $3.52. 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 FY2027 earnings at $11.57 EPS.

Other analysts have also issued reports about the company. Piper Sandler lifted their target price on American Financial Group from $130.00 to $139.00 and gave the stock a “neutral” rating in a research report on Thursday, November 6th. Wells Fargo & Company lowered their price objective on American Financial Group from $165.00 to $160.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Weiss Ratings lowered American Financial Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 12th. Finally, Jefferies Financial Group reissued a “hold” rating and set a $142.00 price target on shares of American Financial Group in a research report on Tuesday, November 11th. One equities research analyst has rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $141.25.

American Financial Group Stock Performance

Shares of AFG stock opened at $130.14 on Thursday. 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 company’s fifty day moving average price is $132.42 and its two-hundred day moving average price is $135.32. The firm has a market capitalization of $10.85 billion, a P/E ratio of 12.92 and a beta of 0.71. American Financial Group has a 12 month low of $114.73 and a 12 month high of $150.02.

American Financial Group (NYSE:AFG) last issued its quarterly earnings data on Wednesday, February 4th. The insurance provider reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.18 by $0.47. American Financial Group had a net margin of 10.30% and a return on equity of 18.92%. The company had revenue of $2.06 billion during the quarter, compared to the consensus estimate of $1.79 billion. During the same quarter last year, the company earned $3.12 earnings per share. American Financial Group’s revenue for the quarter was down 4.0% on a year-over-year basis.

American Financial Group Dividend Announcement

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

Institutional Investors Weigh In On American Financial Group

Institutional investors have recently modified their holdings of the business. ProShare Advisors LLC raised its stake in shares of American Financial Group by 8.0% during the third quarter. ProShare Advisors LLC now owns 278,279 shares of the insurance provider’s stock valued at $40,551,000 after purchasing an additional 20,554 shares in the last quarter. Allianz Asset Management GmbH lifted its stake in shares of American Financial Group by 9.7% in the 3rd quarter. Allianz Asset Management GmbH now owns 335,673 shares of the insurance provider’s stock worth $48,914,000 after acquiring an additional 29,593 shares during the period. Caxton Associates LLP bought a new position in shares of American Financial Group in the second quarter valued at approximately $1,790,000. Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in shares of American Financial Group by 16.7% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 64,591 shares of the insurance provider’s stock valued at $8,152,000 after acquiring an additional 9,263 shares in the last quarter. Finally, Brandywine Global Investment Management LLC increased its stake in shares of American Financial Group by 33.6% during the second quarter. Brandywine Global Investment Management LLC now owns 94,788 shares of the insurance provider’s stock valued at $11,963,000 after acquiring an additional 23,838 shares during the period. Institutional investors own 64.37% of the company’s stock.

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.