American Financial Group

American Financial Group reported operating core earnings of $2.82 per share for Q2 2026 (consensus $2.32) and revenue of $2.03 billion (expectation $1.85 billion). The quarter benefited from record results in the property and casualty business, broad premium growth and strong investment gains; underwriting profit rose 44% in the first half. Management expects substantial excess capital for the remainder of the year and named buybacks, special dividends or acquisitions as possible uses. The stock rose 3.74% after hours to $145.86; the planned sale of the Charleston Harbor Resort is expected to bring about $125 million before taxes. » More on de.investing.com

American Financial Group reported Q1 2026 EPS of $2.47 versus a forecast of $2.55, while revenue of $1.85 billion topped expectations of $1.72 billion. Core operating earnings per share rose 36% year over year and the annualized core operating return on capital was 17%. The company highlighted strong insurance underwriting margins and growth in investment income, and reported $260 million of capital returned. Management expects excess capital later in the year that could be used for acquisitions, special dividends, or additional share repurchases. » More on de.investing.com

American Financial Group announced a regular quarterly dividend of $0.88 per share, payable on April 24, 2026, to shareholders of record on April 15, 2026. The dividend yield is 7.06% and the company has paid dividends for 41 consecutive years. With a P/E ratio of 12.57 and a market capitalization of $10.66 billion, a fair-value analysis rates the stock as undervalued. » More on de.investing.com

American Financial Group reported operating core earnings of $3.65 per share ($305 million) for Q4 2025 and net income of $299 million, driven by markedly improved underwriting and a combined ratio of 84.3%. The Property and Transportation segment delivered particularly strong results with a combined ratio of 70.6%, while Specialty Casualty was weaker. The balance sheet remains solid (book value per share excluding AOCI $58.38) and management guides for 2026 operating core earnings of $11.00 per share and net premium growth of 3–5%. Despite the strong results, the market reaction was muted; AFG returned about $700 million to shareholders in 2025. » More on de.investing.com

The board of directors of American Financial Group has approved a new share buyback program through December 31, 2030, authorizing the repurchase of up to 5,000,000 common shares and replacing the prior program. Repurchases may be made on the open market, under Rule‑10b5‑1 plans, in private transactions or otherwise in any manner permitted by law; no minimum volume is specified. The company has a market capitalization of $11.12 billion, has paid dividends for 40 years with a yield of 5.64%, and reported Q3 2025 EPS of $2.69 on revenues of $2.01 billion, prompting analyst responses such as Jefferies raising its price target. » More on de.investing.com