American Financial Group, Inc.

Informe acción NYSE:AFG

Capitalización de mercado: US$11.6b

American Financial Group Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de American Financial Group de 5.7% y 0.1% por año respectivamente. Se prevé que el BPA crezca en un 5.8% al año. Se espera que la rentabilidad financiera sea de 18.8% en 3 años.

Información clave

5.7%

Tasa de crecimiento de los beneficios

5.78%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Insurance2.2%
Tasa de crecimiento de los ingresos0.1%
Rentabilidad financiera futura18.83%
Cobertura de analistas

Good

Última actualización08 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa Jun 12

AFG: Fair Value View Will Highlight Mixed Q1 Results And Earnings Tailwind

Analysts have maintained their $142.83 price target on American Financial Group, citing only modest adjustments to assumed revenue trends, profit margin outlook, and forward P/E as the reasons for keeping their valuation view unchanged. What's in the News Q1 2026 results showed revenue of US$1.85b, which met Wall Street expectations, while adjusted EPS of US$2.47 and net premiums earned came in below consensus estimates by 3.4% and 5.2%, respectively.
Actualización de narrativa May 28

AFG: Fair Value Outlook Will Reflect Softer Margins And Richer P/E Multiple

Analysts have raised their price target for American Financial Group by $1 to about $143, reflecting updated assumptions for slightly softer revenue trends, a modestly lower profit margin profile, and a higher future P/E of roughly 13.6x. Valuation Changes Fair Value: revised up slightly from $141.83 to $142.83 per share, a change of about $1.00.
Actualización de narrativa 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
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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%.
Artículo de análisis 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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Nueva narrativa 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

Previsiones de crecimiento de beneficios e ingresos

NYSE:AFG - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20287,9571,0391,1842,5192
12/31/20277,6359971,1232,4164
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

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (5.7% al año) de AFG es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (5.7% al año) de AFG crezcan menos que el mercado US (18.5% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de AFG crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (0.1% al año) de AFG crezcan más despacio que el mercado de US (12.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 0.1% al año) de AFG crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de AFG sea baja dentro de 3 años (18.8%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/28 06:52
Precio de las acciones al final del día2026/06/26 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

American Financial Group, Inc. está cubierta por 16 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

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