Zacks Research Issues Negative Outlook for AFG Earnings

American Financial Group, Inc. (NYSE:AFG) – Equities researchers at Zacks Research dropped their Q1 2025 EPS estimates for shares of American Financial Group in a note issued to investors on Monday, February 17th. Zacks Research analyst T. De now expects that the insurance provider will post earnings of $2.26 per share for the quarter, down from their previous forecast of $2.95. 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 FY2025 earnings at $10.50 EPS, Q1 2026 earnings at $2.73 EPS, Q2 2026 earnings at $2.84 EPS and Q4 2026 earnings at $3.42 EPS.

Several other equities research analysts also recently issued reports on the stock. Keefe, Bruyette & Woods downgraded shares of American Financial Group from an “outperform” rating to a “market perform” rating and dropped their price target for the stock from $164.00 to $144.00 in a research note on Friday, February 7th. Piper Sandler boosted their target price on shares of American Financial Group from $135.00 to $150.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 12th. Finally, BMO Capital Markets boosted their target price on shares of American Financial Group from $135.00 to $143.00 and gave the stock a “market perform” rating in a research report on Friday, November 15th.

American Financial Group Stock Performance

American Financial Group stock opened at $119.80 on Thursday. American Financial Group has a 12-month low of $118.97 and a 12-month high of $150.19. The company has a market capitalization of $10.05 billion, a price-to-earnings ratio of 11.33 and a beta of 0.83. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.53 and a quick ratio of 0.53. The firm’s fifty day moving average price is $132.83 and its 200 day moving average price is $134.52.

American Financial Group (NYSE:AFG) last released its quarterly earnings results on Tuesday, February 4th. The insurance provider reported $3.12 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.15 by ($0.03). American Financial Group had a return on equity of 20.30% and a net margin of 10.66%.

Institutional Investors Weigh In On American Financial Group

A number of institutional investors have recently modified their holdings of the business. Forum Financial Management LP bought a new stake in shares of American Financial Group during the 4th quarter valued at about $310,000. Toronto Dominion Bank boosted its stake in American Financial Group by 2.1% during the 4th quarter. Toronto Dominion Bank now owns 9,606 shares of the insurance provider’s stock valued at $1,315,000 after purchasing an additional 195 shares during the period. Public Employees Retirement System of Ohio acquired a new stake in shares of American Financial Group in the 4th quarter worth approximately $3,601,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in shares of American Financial Group by 13.1% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 500,451 shares of the insurance provider’s stock worth $68,527,000 after acquiring an additional 57,918 shares during the period. Finally, Worldquant Millennium Advisors LLC lifted its stake in shares of American Financial Group by 8.8% in the 4th quarter. Worldquant Millennium Advisors LLC now owns 2,481 shares of the insurance provider’s stock worth $340,000 after acquiring an additional 200 shares during the period. Institutional investors own 64.37% of the company’s stock.

American Financial Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, January 24th. Stockholders of record on Tuesday, January 14th were given a $0.80 dividend. This represents a $3.20 annualized dividend and a dividend yield of 2.67%. The ex-dividend date of this dividend was Tuesday, January 14th. American Financial Group’s payout ratio is currently 30.27%.

American Financial Group Company Profile

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.