American Financial Group（AFG）株式概要
保険持株会社であるアメリカン・ファイナンシャル・グループは、米国で損害保険商品を提供している。 詳細
AFG Community Fair Values
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Analyst Price Targets
American Financial Group, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$142.75 |
| 52週高値 | US$150.02 |
| 52週安値 | US$122.11 |
| ベータ | 0.61 |
| 1ヶ月の変化 | 7.77% |
| 3ヶ月変化 | 9.89% |
| 1年変化 | 12.02% |
| 3年間の変化 | 19.53% |
| 5年間の変化 | 15.65% |
| IPOからの変化 | 3,544.68% |
最新ニュース
Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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%.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 AlphaSeeking 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 AlphaSeeking 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
新しいナラティブ • 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 AlphaSeeking 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 AlphaSeeking 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株主還元
| AFG | US Insurance | US 市場 | |
|---|---|---|---|
| 7D | 2.6% | 4.9% | 1.6% |
| 1Y | 12.0% | 3.8% | 18.6% |
業界別リターン: AFG過去 1 年間で3.8 % の収益を上げたUS Insurance業界を上回りました。
リターン対市場: AFGは、過去 1 年間で18.6 % のリターンを上げたUS市場を下回りました。
価格変動
| AFG volatility | |
|---|---|
| AFG Average Weekly Movement | 2.5% |
| Insurance Industry Average Movement | 4.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: AFG 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AFGの 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1872 | 8,500 | Stephen Lindner | www.afginc.com |
保険持株会社であるアメリカン・ファイナンシャル・グループは、米国で損害保険商品を提供している。損害保険事業とその他事業を通じて事業を展開している。同社は、バスやトラック、その他の特殊輸送ニッチ、内陸および海洋海上、農業関連商品、その他の商業用財物に対する物的損害および賠償責任補償などの財物および輸送保険商品、主に超過および剰余金、役員および専門職賠償責任、一般賠償責任、包括および超過賠償責任、対象市場における特殊補償、ならびに中小企業向けのカスタマイズされたプログラム、労災保険などの特殊損害保険商品、および貸出およびリース機関向けのリスク管理保険プログラム、信認および保証商品、取引信用保険から成る特殊金融保険商品を提供している。損害保険商品は独立系保険代理店やブローカーを通じて販売している。アメリカン・ファイナンシャル・グループの前身はアメリカン・ファイナンシャル・グループ・ホールディングスで、1997年7月にアメリカン・ファイナンシャル・グループに社名変更した。設立は1872 年、本社はオハイオ州シンシナティ。
American Financial Group, Inc. 基礎のまとめ
| AFG 基礎統計学 | |
|---|---|
| 時価総額 | US$11.86b |
| 収益（TTM） | US$879.00m |
| 売上高(TTM) | US$7.95b |
13.5x
PER（株価収益率1.5x
P/SレシオAFG は割高か？
公正価値と評価分析を参照収益と収入
| AFG 損益計算書（TTM） | |
|---|---|
| 収益 | US$7.95b |
| 売上原価 | US$6.41b |
| 売上総利益 | US$1.53b |
| その他の費用 | US$654.00m |
| 収益 | US$879.00m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 10.58 |
| グロス・マージン | 19.29% |
| 純利益率 | 11.06% |
| 有利子負債／自己資本比率 | 39.0% |
AFG の長期的なパフォーマンスは？
過去の実績と比較を見る| American Financial Group 配当日 | |
|---|---|
| 配当落ち日 | Jul 15 2026 |
| 配当支払日 | Jul 24 2026 |
| 配当落ちまでの日数 | 9 days |
| 配当支払日までの日数 | 18 days |
AFG 配当は確実ですか？
AFG 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/05 21:02 |
| 終値 | 2026/07/02 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
American Financial Group, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| null null | BMO Capital Markets Equity Research |
| Michael Zaremski | BMO Capital Markets Equity Research |
| Jay Cohen | BofA Global Research |