American Financial Group, Inc.

NYSE:AFG Lagerbericht

Marktkapitalisierung: US$11.4b

American Financial Group Zukünftiges Wachstum

Future Kriterienprüfungen 1/6

American Financial Group wird ein jährliches Gewinn- und Umsatzwachstum von 5.3% bzw. 0.1% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 5.8% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 18.9% betragen.

Wichtige Informationen

5.3%

Wachstumsrate der Gewinne

5.78%

EPS-Wachstumsrate

Insurance Gewinnwachstum2.0%
Wachstumsrate der Einnahmen0.1%
Zukünftige Eigenkapitalrendite18.89%
Analystenabdeckung

Good

Zuletzt aktualisiert13 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update • May 09

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

Analysts have nudged their fair value estimate for American Financial Group up by $1 to $141.83, citing updated assumptions for discount rates, revenue trends, profit margins and future P/E expectations. Valuation Changes Fair Value: The estimate has risen slightly from $140.83 to $141.83.
Seeking Alpha • Apr 29

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

Summary American Financial Group (AFG) boasts $15.45B in assets, $2.04B in debt, and $4.82B in equity, with a $10.82B market cap. AFG has outperformed both the S&P 500 and KIE ETF over 5 years, delivering a 10% 5-year and 12.25% 10-year annualized total return. The company maintains investment-grade credit ratings and a 27-year streak of uninterrupted dividends, with a current yield of 5.3% and 20 consecutive annual increases. AFG's four baby bonds, all callable and trading below par, with maturities extending 33–34 years. Read the full article on Seeking Alpha
Narrativ-Update • Apr 18

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.
Narrativ-Update • Apr 01

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).
Narrativ-Update • Mar 18

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.
Narrativ-Update • Mar 04

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).
Narrativ-Update • Feb 17

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).
Narrativ-Update • Feb 02

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).
Narrativ-Update • Jan 19

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).
Narrativ-Update • Jan 05

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.
Narrativ-Update • Dec 19

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.
Narrativ-Update • Dec 05

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.
Narrativ-Update • Nov 21

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).
Narrativ-Update • Nov 05

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.
Narrativ-Update • Oct 22

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.
Narrativ-Update • Oct 08

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.
Analyseartikel • Oct 05

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

American Financial Group, Inc.'s ( NYSE:AFG ) dividend will be increasing from last year's payment of the same period...
Narrativ-Update • Sep 03

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%.
Analyseartikel • Jun 30

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

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Seeking Alpha • Mar 25

AFGC Debentures Still A Buy For Longer-Term Income Investors

Summary AFGC debentures offer an attractive yield of 6.52%, making them a solid choice for income investors with a medium-to-long-term perspective. Despite short-term concerns, AFG remains financially strong, supported by its excess capital and special dividends, making it a reliable investment. AFG's recent earnings show modest improvements, with total revenues and net income up year-over-year, despite short-term EPS declines. AFGC debentures are currently trading below face value, presenting a potential gain for long-term investors as they will eventually be redeemed at $25.00. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

American Financial Group: Q4 2024 Earnings Preview

Summary American Financial Group is a mid-sized P&C insurer with strong underwriting performance and a focus on specialty lines, leading to consistent profitability. AFG's Q4 2024 earnings are expected to recover, with a combined ratio of around 88.7% and net income rising to $263 million. The company has a solid financial position, with excess capital and a flexible capital return policy, though its income appeal is less predictable. AFG's premium valuation limits short-term upside potential, making W. R. Berkley Corporation a potentially better value for long-term investors in the P&C sector. Read the full article on Seeking Alpha
Seeking Alpha • Jan 23

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

Summary Prior buy rating gets reiterated, after more in-depth analysis shows a financially stable property/casualty insurer with solid credit ratings. The dividend case can be made with a proven 5-year dividend CAGR, positive cashflow, and steady profitability along with a good profit margin. Catastrophe losses from weather/fire events are always a risk that has a business impact on this sector. Among P&C insurers in the US, AFG was ranked just below the top 20 in 2023, as bigger brands like State Farm and Allstate dominate this space. Read the full article on Seeking Alpha
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Neues Narrativ • Aug 23

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.
Seeking Alpha • Aug 07

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

Summary American Financial Group's Q2 results beat estimates with improved underwriting margins driving gains, partially offset by lower alternative investment income. Premium growth lagged inflation due to reduced policies, but underwriting profits were solid across segments and crop growth should accelerate in Q3. Higher interest rates benefited AFG's investment income, and the apartment market may be bottoming, supporting future earnings growth. At 11x forward earnings, AFG is attractive given its strong insurance franchise and potential gains in alternative investments. Read the full article on Seeking Alpha
Seeking Alpha • Jun 05

American Financial: Debentures Better Than Dividends For Income Investors

Summary American Financial's C-series baby bond now offers investors a return of more than 6.0%. Or, investors could buy AFG common stock for regular dividends, potential special dividends, share buybacks, and capital gains. However, for income investors, the AFGC baby bond offers a less volatile share price and low risk thanks to the parent company's profitable growth. Read the full article on Seeking Alpha
Seeking Alpha • May 09

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

Summary American Financial Group has seen moderate performance, rising 16% in the past year and paying out special dividends. AFG's Q1 results showed improved underwriting and strong premium growth driven by pricing increases. The company's specialty P&C combined ratio was strong, and its underwriting profits remained flat from last year's Q1. While multifamily reduced investment returns in Q1 and will weigh in 2024, long-term fundamentals are positive. Read the full article on Seeking Alpha
Seeking Alpha • Nov 09

American Financial Group: An Underwriting Stumble Has Created Opportunity

Summary American Financial Group investors have been disappointed by underwriting results, causing the stock to drop 22%. AFG's earnings and net operating income have increased, but not as much as expected. Despite some setbacks, AFG is still growing its premiums and investment income, making it an attractive investment opportunity. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:AFG - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20287,8741,0351,1842,5193
12/31/20277,6129941,1232,4165
12/31/20267,1979901,0292,3075
3/31/20267,9478791,6651,665N/A
12/31/20257,9418421,5331,533N/A
9/30/20258,0147981,4231,423N/A
6/30/20258,0327641,6661,666N/A
3/31/20257,9877991,3871,387N/A
12/31/20248,0108871,1521,152N/A
9/30/20247,9168951,2341,234N/A
6/30/20247,6968911,4711,471N/A
3/31/20247,6218821,6741,674N/A
12/31/20237,4528521,9701,970N/A
9/30/20237,3118651,3241,324N/A
6/30/20237,1638531,1571,157N/A
3/31/20236,9068201,0531,053N/A
12/31/20226,8108981,1531,153N/A
9/30/20226,6819771,3321,332N/A
6/30/20226,4761,0311,2581,258N/A
3/31/20226,4721,1041,5901,590N/A
12/31/20216,3931,0811,7141,714N/A
9/30/20216,2979911,9121,912N/A
6/30/20216,1328602,0662,066N/A
3/31/20216,0477332,2782,278N/A
12/31/20205,5793252,1832,183N/A
9/30/20206,0352712,4612,461N/A
6/30/20206,5523302,6662,666N/A
3/31/20207,0504272,5342,534N/A
12/31/20195,974519N/A2,456N/A
9/30/20197,572657N/A2,497N/A
6/30/20197,459714N/A2,137N/A
3/31/20197,337714N/A2,146N/A
12/31/20186,939530N/A2,083N/A
9/30/20187,070725N/A2,088N/A
6/30/20186,904532N/A2,053N/A
3/31/20186,720467N/A2,271N/A
12/31/20176,684475N/A1,804N/A
9/30/20176,615694N/A1,397N/A
6/30/20176,492792N/A1,228N/A
3/31/20176,440701N/A666N/A
12/31/20166,345649N/A1,150N/A
9/30/20166,240393N/A1,192N/A
6/30/20166,227347N/A1,273N/A
3/31/20166,199434N/A1,364N/A
12/31/20156,194352N/A1,353N/A
9/30/20156,131350N/A1,455N/A
6/30/20156,039403N/A1,299N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: AFGDas prognostizierte Gewinnwachstum (5.3% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: AFGDie Erträge des Unternehmens (5.3% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (16.8% pro Jahr).

Hohe Wachstumserträge: AFGDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: AFGDie Einnahmen des Unternehmens (0.1% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.7% pro Jahr).

Hohe Wachstumseinnahmen: AFGDie Einnahmen des Unternehmens (0.1% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: AFGDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (18.9%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/25 01:29
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

American Financial Group, Inc. wird von 16 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

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