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