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American Financial Group, Inc.NYSE:AFG Stock Report

Market Cap US$10.8b
Share Price
US$133.27
US$140.83
5.4% undervalued intrinsic discount
1Y5.7%
7D0.8%
Portfolio Value
View

American Financial Group, Inc.

NYSE:AFG Stock Report

Market Cap: US$10.8b

American Financial Group (AFG) Stock Overview

An insurance holding company, provides property and casualty insurance products in the United States. More details

AFG fundamental analysis
Snowflake Score
Valuation3/6
Future Growth1/6
Past Performance2/6
Financial Health4/6
Dividends4/6

AFG Community Fair Values

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American Financial Group, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for American Financial Group
Historical stock prices
Current Share PriceUS$133.27
52 Week HighUS$150.02
52 Week LowUS$120.52
Beta0.67
1 Month Change4.35%
3 Month Change2.30%
1 Year Change5.68%
3 Year Change16.24%
5 Year Change3.94%
Change since IPO3,302.64%

Recent News & Updates

American Financial Group: Baby Bonds With Investment Grade And Yields Over 7% Opportunity

Apr 29

AFG: Buybacks And Special Dividend Will Support Steady Shareholder Returns At Fair Value

Analysts have slightly reduced their average price target for American Financial Group, from about $141.50 to roughly $140.83. This reflects updated views on fair value that incorporate modest adjustments to revenue growth, profit margin and forward P/E assumptions.

Recent updates

American Financial Group: Baby Bonds With Investment Grade And Yields Over 7% Opportunity

Apr 29

AFG: Buybacks And Special Dividend Will Support Steady Shareholder Returns At Fair Value

Analysts have slightly reduced their average price target for American Financial Group, from about $141.50 to roughly $140.83. This reflects updated views on fair value that incorporate modest adjustments to revenue growth, profit margin and forward P/E assumptions.

AFG: Buybacks And Special Dividend Will Support Steady Shareholder Returns At Fair Value

Analysts have increased their price target on American Financial Group by $1 to $141.50, citing updated assumptions around fair value and forward P/E while keeping other key model inputs broadly unchanged. What's in the News The Board of Directors declared a special cash dividend of $1.50 per share, payable on February 25, 2026, to shareholders of record on February 16, 2026 (Key Developments).

AFG: Buybacks And Special Dividend Will Sustain Shareholder Returns At Stable Outlook

Analysts have kept their price target for American Financial Group steady at $140.50, citing unchanged assumptions around discount rate, revenue growth, profit margin and future P/E. This indicates that their valuation view is currently stable.

AFG: Buybacks And Special Dividend Will Support Shareholder Returns At Fair Valuation

Analysts have nudged their price target for American Financial Group up from $138.20 to $140.50, citing updated assumptions around revenue trends, profit margin resilience near 13.34%, and a forward P/E of about 13.36x. What's in the News The Board of Directors declared a special cash dividend of $1.50 per share, payable on February 25, 2026, to shareholders of record on February 16, 2026 (Key Developments).

AFG: Expanded Buybacks And Special Dividend Will Continue To Drive Shareholder Returns

Analysts have trimmed their price target for American Financial Group by about $4 to around $138, reflecting updated assumptions for fair value, discount rate, revenue growth and future P/E that are now slightly more conservative. What's in the News The board declared a special cash dividend of $1.50 per share, payable on February 25, 2026, to shareholders of record on February 16, 2026 (Key Developments).

AFG: Expanded Buybacks And Special Dividend Will Shape Future Shareholder Returns

Analysts have trimmed their price target for American Financial Group by about US$2.47 to roughly US$142, reflecting updated fair value estimates and slightly adjusted assumptions for revenue growth, profit margin and future P/E. What's in the News On December 3, 2025, American Financial Group expanded its equity buyback authorization by 5,000,000 shares to a total of 57,188,938 shares and extended the program through December 31, 2030 (company announcement).

AFG: Expanded Buybacks And Special Dividend Will Shape Measured Future Shareholder Returns

Analysts have raised their price target on American Financial Group to about $144.67 from roughly $140.60, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E, which slightly adjust their outlook on the shares. What's in the News On December 3, 2025, American Financial Group expanded its equity buyback authorization by 5,000,000 shares to a total of 57,188,938 shares and extended the program through December 31, 2030 (Key Developments).

AFG: Expanded Buybacks And Special Dividend Will Support Future Shareholder Returns

Analysts have modestly reaffirmed their outlook on American Financial Group, maintaining a target price of $140.60. They continue to see stable discount rates, largely unchanged revenue growth expectations, and steady profit margin and valuation assumptions.

AFG: Buybacks And Rising Dividends Will Support Returns Despite Margin Pressure

Analysts have modestly raised their price target on American Financial Group by approximately 1 dollar to reflect slightly improved revenue trajectory expectations, which are partially offset by a slimmer projected profit margin and a marginally higher future earnings multiple. What's in the News The board has approved an increase to American Financial Group's equity buyback authorization by 5,000,000 shares and extended the program through December 31, 2030.

AFG: Buybacks And Dividends Will Sustain Returns Amid Softer Revenue Outlook

Analysts trimmed their average price target for American Financial Group slightly to approximately $139.60, citing modestly softer revenue growth expectations, partly offset by marginally improved profit margin forecasts and a steady valuation multiple outlook. What's in the News American Financial Group updated its share repurchase activity, buying back 788,134 shares, or about 0.95% of shares outstanding, for $96.57 million in the third quarter of 2025.

AFG: Higher Buyback Activity And Dividend Boost Will Support Long-Term Value

Analysts have raised their price target for American Financial Group from $137.40 to $140.20, citing improved profit margin projections and a more optimistic outlook on future revenue trends. What's in the News The company repurchased 788,134 shares for $96.57 million between July and September 2025, completing a total buyback of nearly 47% of company shares since 2010 (company announcement).

AFG: Dividend Increases And Stable Outlook Will Drive Shareholder Returns

Analysts have maintained their price target for American Financial Group at $137.40, citing stable assumptions regarding the company's earnings outlook and growth prospects. What's in the News The Board of Directors declared a special cash dividend of $2.00 per share.

Analysts Raise American Financial Group Price Target as Dividends and Revenue Outlook Improve

Analysts have slightly increased their price target for American Financial Group from $135.00 to $137.40. They cite modest improvements in projected revenue growth as the primary rationale for this adjustment.

Digital Transformation And Demographic Shifts Will Expand Insurance Markets

Analysts have raised their price target for American Financial Group from $132.60 to $135.00. This reflects increased optimism tied to improved profit margin forecasts.

American Financial Group's (NYSE:AFG) Upcoming Dividend Will Be Larger Than Last Year's

Oct 05
American Financial Group's (NYSE:AFG) Upcoming Dividend Will Be Larger Than Last Year's

Digital Transformation And Demographic Shifts Will Expand Insurance Markets

The upward revision in American Financial Group’s consensus price target reflects improved revenue growth forecasts, while other key profitability metrics remain essentially unchanged, resulting in a modest increase in fair value to $132.60. What's in the News Increased regular annual dividend by 10% to $3.52 per share, marking the twentieth consecutive year of dividend increases; ten-year compound annual dividend growth rate is 12.3%.

American Financial Group, Inc. (NYSE:AFG) Looks Inexpensive But Perhaps Not Attractive Enough

Jun 30
American Financial Group, Inc. (NYSE:AFG) Looks Inexpensive But Perhaps Not Attractive Enough

AFGC Debentures Still A Buy For Longer-Term Income Investors

Mar 25

American Financial Group: Q4 2024 Earnings Preview

Jan 30

American Financial Group: A Financially Stable Property Insurer And Dividend Grower

Jan 23
User avatar

Alternative Investments And Calculated Underwriting Propel Insurance Giant To New Heights

Strategic underwriting and capital management efforts are poised to enhance underwriting margins, shareholder value, and EPS.

American Financial Group: Solid Underwriting In Q2 With Potential Benefits From Rental Inflation

Aug 07

American Financial: Debentures Better Than Dividends For Income Investors

Jun 05

American Financial Group: Attractive Due To Solid Underwriting And Multifamily Upside

May 09

American Financial Group: An Underwriting Stumble Has Created Opportunity

Nov 09

Shareholder Returns

AFGUS InsuranceUS Market
7D0.8%-1.9%0.6%
1Y5.7%-5.8%28.7%

Return vs Industry: AFG exceeded the US Insurance industry which returned -6.4% over the past year.

Return vs Market: AFG underperformed the US Market which returned 27.6% over the past year.

Price Volatility

Is AFG's price volatile compared to industry and market?
AFG volatility
AFG Average Weekly Movement2.7%
Insurance Industry Average Movement4.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Stable Share Price: AFG has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: AFG's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18728,500Stephen Lindnerwww.afginc.com

American Financial Group, Inc., an insurance holding company, provides property and casualty insurance products in the United States. It operates through Property and Casualty Insurance and Other segments. The company offers property and transportation insurance products, such as physical damage and liability coverage for buses and trucks, other specialty transportation niches, inland and ocean marine, agricultural-related products, and other commercial property 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.

American Financial Group, Inc. Fundamentals Summary

How do American Financial Group's earnings and revenue compare to its market cap?
AFG fundamental statistics
Market capUS$10.75b
Earnings (TTM)US$842.00m
Revenue (TTM)US$7.94b
13.2x
P/E Ratio
1.4x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AFG income statement (TTM)
RevenueUS$7.94b
Cost of RevenueUS$6.45b
Gross ProfitUS$1.49b
Other ExpensesUS$652.00m
EarningsUS$842.00m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)10.13
Gross Margin18.81%
Net Profit Margin10.60%
Debt/Equity Ratio37.8%

How did AFG perform over the long term?

See historical performance and comparison

Dividends

2.6%
Current Dividend Yield
33%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/30 04:07
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

American Financial Group, Inc. is covered by 16 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullBMO Capital Markets Equity Research
Michael ZaremskiBMO Capital Markets Equity Research
Jay CohenBofA Global Research