American Financial Group Croissance future

Future contrôle des critères 1/6

American Financial Group devrait augmenter ses bénéfices et son chiffre d'affaires de 5.7% et de 0.1% par an respectivement. Le BPA devrait croître de de 5.8% par an. Le rendement des capitaux propres devrait être 18.8% dans 3 ans.

Informations clés

5.7%

Taux de croissance des bénéfices

5.78%

Taux de croissance du BPA

Insurance croissance des bénéfices	2.1%
Taux de croissance des recettes	0.1%
Rendement futur des capitaux propres	18.83%
Couverture par les analystes	Good
Dernière mise à jour	08 Jun 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • 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.

Mise à jour du récit • 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

Mise à jour du récit • 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.

Mise à jour du récit • 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).

Mise à jour du récit • 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.

Mise à jour du récit • 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).

Mise à jour du récit • 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).

Mise à jour du récit • 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).

Mise à jour du récit • 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).

Mise à jour du récit • 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.

Mise à jour du récit • Dec 19

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.

Mise à jour du récit • 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.

Article d’analyse • 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...

Mise à jour du récit • 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%.

Article d’analyse • 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

Nouveau récit • 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

Prévisions de croissance des bénéfices et des revenus

NYSE:AFG - Estimations futures des analystes et données financières antérieures (USD Millions )
Date	Recettes	Les revenus	Flux de trésorerie disponible	Cash from Op	Moy. Nombre d'analystes
12/31/2028	7,957	1,039	1,184	2,519	2
12/31/2027	7,635	997	1,123	2,416	4
12/31/2026	7,197	990	1,029	2,307	5
3/31/2026	7,947	879	1,665	1,665	N/A
12/31/2025	7,941	842	1,533	1,533	N/A
9/30/2025	8,014	798	1,423	1,423	N/A
6/30/2025	8,032	764	1,666	1,666	N/A
3/31/2025	7,987	799	1,387	1,387	N/A
12/31/2024	8,010	887	1,152	1,152	N/A
9/30/2024	7,916	895	1,234	1,234	N/A
6/30/2024	7,696	891	1,471	1,471	N/A
3/31/2024	7,621	882	1,674	1,674	N/A
12/31/2023	7,452	852	1,970	1,970	N/A
9/30/2023	7,311	865	1,324	1,324	N/A
6/30/2023	7,163	853	1,157	1,157	N/A
3/31/2023	6,906	820	1,053	1,053	N/A
12/31/2022	6,810	898	1,153	1,153	N/A
9/30/2022	6,681	977	1,332	1,332	N/A
6/30/2022	6,476	1,031	1,258	1,258	N/A
3/31/2022	6,472	1,104	1,590	1,590	N/A
12/31/2021	6,393	1,081	1,714	1,714	N/A
9/30/2021	6,297	991	1,912	1,912	N/A
6/30/2021	6,132	860	2,066	2,066	N/A
3/31/2021	6,047	733	2,278	2,278	N/A
12/31/2020	5,579	325	2,183	2,183	N/A
9/30/2020	6,035	271	2,461	2,461	N/A
6/30/2020	6,552	330	2,666	2,666	N/A
3/31/2020	7,050	427	2,534	2,534	N/A
12/31/2019	5,974	519	N/A	2,456	N/A
9/30/2019	7,572	657	N/A	2,497	N/A
6/30/2019	7,459	714	N/A	2,137	N/A
3/31/2019	7,337	714	N/A	2,146	N/A
12/31/2018	6,939	530	N/A	2,083	N/A
9/30/2018	7,070	725	N/A	2,088	N/A
6/30/2018	6,904	532	N/A	2,053	N/A
3/31/2018	6,720	467	N/A	2,271	N/A
12/31/2017	6,684	475	N/A	1,804	N/A
9/30/2017	6,615	694	N/A	1,397	N/A
6/30/2017	6,492	792	N/A	1,228	N/A
3/31/2017	6,440	701	N/A	666	N/A
12/31/2016	6,345	649	N/A	1,150	N/A
9/30/2016	6,240	393	N/A	1,192	N/A
6/30/2016	6,227	347	N/A	1,273	N/A
3/31/2016	6,199	434	N/A	1,364	N/A
12/31/2015	6,194	352	N/A	1,353	N/A
9/30/2015	6,131	350	N/A	1,455	N/A
6/30/2015	6,039	403	N/A	1,299	N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de AFG ( 5.7% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de AFG ( 5.7% par an) devraient croître plus lentement que le marché US ( 16.9% par an).

Croissance élevée des bénéfices: Les bénéfices de AFG devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de AFG ( 0.1% par an) devrait croître plus lentement que le marché de US ( 11.8% par an).

Croissance élevée des revenus: Le chiffre d'affaires de AFG ( 0.1% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de AFG devrait être faible dans 3 ans ( 18.8 %).

Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

Données	Dernière mise à jour (heure UTC)
Analyse de l'entreprise	2026/06/08 19:42
Cours de l'action en fin de journée	2026/06/08 00:00
Les revenus	2026/03/31
Revenus annuels	2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

Paquet	Données	Cadre temporel	Exemple de source américaine ^*
Finances de l'entreprise	10 ans	Compte de résultat Tableau des flux de trésorerie Bilan	Formulaire 10-K de la SEC Formulaire 10-Q de la SEC
Estimations consensuelles des analystes	+3 ans	Prévisions financières Objectifs de prix des analystes	Rapports de recherche des analystes Blue Matrix
Prix du marché	30 ans	Cours des actions Dividendes, scissions et actions	Données de marché ICE Formulaire S-1 de la SEC
Propriété	10 ans	Actionnaires principaux Délits d'initiés	Formulaire 4 de la SEC Formulaire 13D de la SEC
Gestion	10 ans	L'équipe dirigeante Conseil d'administration	Formulaire 10-K de la SEC Formulaire SEC DEF 14A
Principaux développements	10 ans	Annonces de l'entreprise	Formulaire 8-K de la SEC

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés^.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

American Financial Group, Inc. est couverte par 16 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

Analyste	Institution
null null	BMO Capital Markets Equity Research
Michael Zaremski	BMO Capital Markets Equity Research
Jay Cohen	BofA Global Research

American Financial Group Croissance future

Future contrôle des critères 1/6

Informations clés

Mises à jour récentes de la croissance future

Price target decreased by 7.6% to US$138

American Financial Group, Inc. Provides Earnings Guidance for the Year 2025

Recent updates

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

American Financial Group Delivers Strong Underwriting and Plans Major Resort Sale in Mixed Q1 2026 Results

American Financial Group, Inc. Announces Controller Changes

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

First quarter 2026 earnings: EPS and revenues miss analyst expectations

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

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

American Financial Group, Inc. to Report Q1, 2026 Results on Apr 29, 2026

American Financial Group, Inc., Annual General Meeting, May 20, 2026

Dividend of US$0.88 announced

American Financial Group, Inc. Declares A Quarterly Regular Dividend on Common Stock, Payable on April 24, 2026

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

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

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

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

Full year 2025 earnings: EPS exceeds analyst expectations

American Financial Group, Inc. Declares Special Dividend, Payable on February 25, 2026

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

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

American Financial Group, Inc. to Report Q4, 2025 Results on Feb 03, 2026

Dividend of US$0.88 announced

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

American Financial Group, Inc. Declares Regular Quarterly Dividend on its Common Stock, Payable on January 27, 2026

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

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

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

Dividend of US$2.00 announced

Third quarter 2025 earnings: EPS misses analyst expectations

AFG: Dividend Increases And Stable Outlook Will Drive Shareholder Returns

American Financial Group, Inc. Declares Special Cash Dividend, Payable on November 26, 2025

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

American Financial Group, Inc. to Report Q3, 2025 Results on Nov 04, 2025

Digital Transformation And Demographic Shifts Will Expand Insurance Markets

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

Dividend of US$0.88 announced

American Financial Group, Inc. Declares Quarterly Dividend, Payable on October 24, 2025

Digital Transformation And Demographic Shifts Will Expand Insurance Markets

Co-CEO & Director recently sold US$1.3m worth of stock

American Financial Group, Inc. Increases Annual Common Stock Dividend by 10%

Second quarter 2025 earnings: EPS in line with expectations, revenues disappoint

American Financial Group, Inc. to Report Q2, 2025 Results on Aug 05, 2025

Dividend of US$0.80 announced

American Financial Group, Inc. Declares Quarterly Dividend, Payable on July 25, 2025

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

First quarter 2025 earnings: EPS and revenues miss analyst expectations

American Financial Group, Inc. to Report Q1, 2025 Results on May 06, 2025

American Financial Group, Inc., Annual General Meeting, May 22, 2025

Dividend of US$0.80 announced

An undisclosed buyer agreed to acquire Charleston Harbor Resort & Marina from American Financial Group, Inc. (NYSE:AFG).

American Financial Group, Inc. Declares Quarterly Dividend, Payable on April 25, 2025

AFGC Debentures Still A Buy For Longer-Term Income Investors

Upcoming dividend of US$2.00 per share

American Financial Group, Inc. Announces Special Dividend, Payable on March 28, 2025

American Financial Group, Inc. Announces Changes to Its Board of Directors

Price target decreased by 7.6% to US$138

Full year 2024 earnings: Revenues and EPS in line with analyst expectations

American Financial Group, Inc. Provides Earnings Guidance for the Year 2025

American Financial Group: Q4 2024 Earnings Preview

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

Brand Engineering Network Inc. Files Lawsuit Against AFG Companies, Inc

American Financial Group, Inc. to Report Q4, 2024 Results on Feb 04, 2025

Dividend of US$0.80 announced

American Financial Group, Inc. Declares Quarterly Dividend, Payable on January 24, 2025

Insufficient new directors

Dividend of US$4.00 announced

Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behind

American Financial Group, Inc. Declares Special Dividend, Payable on November 26, 2024

American Financial Group, Inc. to Report Q3, 2024 Results on Nov 05, 2024

Dividend of US$0.80 announced

American Financial Group, Inc. Declares Quarterly Dividend, Payable on October 25, 2024

Alternative Investments And Calculated Underwriting Propel Insurance Giant To New Heights

American Financial Group, Inc. Increases Annual Common Stock Dividend

Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind