American Financial Group, Inc.

NYSE:AFG 주식 리포트

시가총액: US$11.0b

American Financial Group 향후 성장

Future 기준 점검 1/6

American Financial Group (는) 각각 연간 5.3% 및 0.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.9% 로 예상됩니다.

핵심 정보

5.3%

이익 성장률

5.78%

EPS 성장률

Insurance 이익 성장2.1%
매출 성장률0.1%
향후 자기자본이익률18.89%
애널리스트 커버리지

Good

마지막 업데이트26 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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%.
분석 기사 • 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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새로운 내러티브 • 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

이익 및 매출 성장 예측

NYSE:AFG - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: AFG 의 연간 예상 수익 증가율(5.3%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: AFG 의 연간 수익(5.3%)이 US 시장(17%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: AFG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: AFG 의 수익(연간 0.1%)이 US 시장(연간 11.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: AFG 의 수익(연간 0.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: AFG의 자본 수익률은 3년 후 18.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/29 13:13
종가2026/05/29 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
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경영진10년
  • 리더십 팀
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

American Financial Group, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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