American Financial Group, Inc.

NYSE:AFG Stock Report

Market Cap: US$11.5b

American Financial Group Management

Management criteria checks 4/4

American Financial Group's CEO is Stephen Lindner, appointed in Jan 2005, has a tenure of 19.92 years. total yearly compensation is $9.91M, comprised of 12.6% salary and 87.4% bonuses, including company stock and options. directly owns 5.69% of the company’s shares, worth $654.21M. The average tenure of the management team and the board of directors is 10.9 years and 16.3 years respectively.

Key information

Stephen Lindner

Chief executive officer

US$9.9m

Total compensation

CEO salary percentage12.6%
CEO tenure19.9yrs
CEO ownership5.7%
Management average tenure10.9yrs
Board average tenure16.3yrs

Recent management updates

Recent updates

American Financial Group's (NYSE:AFG) Dividend Will Be Increased To $0.80

Oct 04
American Financial Group's (NYSE:AFG) Dividend Will Be Increased To $0.80

Insufficient Growth At American Financial Group, Inc. (NYSE:AFG) Hampers Share Price

Sep 02
Insufficient Growth At American Financial Group, Inc. (NYSE:AFG) Hampers Share Price

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

Aug 07

American Financial: Debentures Better Than Dividends For Income Investors

Jun 05

Little Excitement Around American Financial Group, Inc.'s (NYSE:AFG) Earnings

May 30
Little Excitement Around American Financial Group, Inc.'s (NYSE:AFG) Earnings

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

May 09

American Financial Group: An Underwriting Stumble Has Created Opportunity

Nov 09

Insurer American Financial Group Is A Buy Opportunity Despite Elevated Valuation

Sep 08

American Financial Group: Q2, Bullish On Revenue And Bearish On Underwriting

Aug 22

Buy American Financial Group While On Sale

Jun 07

American Financial Q4 2022 Earnings Preview

Jan 31

American Financial declares $0.63 dividend

Jan 03

American Financial Group: Superior Business Fundamentals May Be Reflected In The Price

Dec 22

American Financial GAAP EPS of $1.93 beats by $0.27, revenue of $1.98B beats by $470M

Nov 02

American Financial Group Is A Potential Hidden Gem

Oct 17

American Financial declares $0.63 dividend

Oct 03

American Financial Group: A Way To Play This Today

Sep 01

American Financial raises dividend by 12.5% to $0.63

Aug 18

CEO Compensation Analysis

How has Stephen Lindner's remuneration changed compared to American Financial Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

US$895m

Jun 30 2024n/an/a

US$891m

Mar 31 2024n/an/a

US$882m

Dec 31 2023US$10mUS$1m

US$852m

Sep 30 2023n/an/a

US$865m

Jun 30 2023n/an/a

US$853m

Mar 31 2023n/an/a

US$820m

Dec 31 2022US$13mUS$1m

US$898m

Sep 30 2022n/an/a

US$977m

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$12mUS$1m

US$1b

Sep 30 2021n/an/a

US$991m

Jun 30 2021n/an/a

US$860m

Mar 31 2021n/an/a

US$733m

Dec 31 2020US$10mUS$1m

US$325m

Sep 30 2020n/an/a

US$271m

Jun 30 2020n/an/a

US$330m

Mar 31 2020n/an/a

US$427m

Dec 31 2019US$10mUS$1m

US$519m

Sep 30 2019n/an/a

US$657m

Jun 30 2019n/an/a

US$714m

Mar 31 2019n/an/a

US$714m

Dec 31 2018US$10mUS$1m

US$530m

Sep 30 2018n/an/a

US$725m

Jun 30 2018n/an/a

US$532m

Mar 31 2018n/an/a

US$467m

Dec 31 2017US$10mUS$1m

US$475m

Compensation vs Market: Stephen's total compensation ($USD9.91M) is about average for companies of similar size in the US market ($USD12.88M).

Compensation vs Earnings: Stephen's compensation has been consistent with company performance over the past year.


CEO

Stephen Lindner (69 yo)

19.9yrs

Tenure

US$9,914,566

Compensation

Mr. Stephen Craig Lindner has been Co-Chief Executive Officer and Director of American Financial Group, Inc. since January 2005 and 1985 respectively. He was Co-President of American Financial Group, Inc....


Leadership Team

NamePositionTenureCompensationOwnership
Stephen Lindner
Co-CEO & Director19.9yrsUS$9.91m5.69%
$ 654.2m
Carl Lindner
Co-CEO & Director19.9yrsUS$9.84m5.99%
$ 688.5m
John Berding
President & Director1.5yrsUS$7.31m0.14%
$ 15.9m
Brian Hertzman
Senior VP & CFO4.5yrsUS$1.19m0.019%
$ 2.2m
Mark Weiss
Senior VP4.9yrsUS$1.17m0.020%
$ 2.3m
James Evans
Executive Consultant & Director10.9yrsUS$444.18k0.13%
$ 15.5m
David Thompson
President & COO of Property and Casualty Insurance Groupno dataUS$2.01m2.11%
$ 242.8m
John Rogers
Chief Information Security Officer & VP9yrsno datano data
Michelle Gillis
Senior VP12.8yrsUS$1.19m0.062%
$ 7.1m
Diane Weidner
Vice President of Investor & Media Relations15.4yrsno datano data
Christopher Miliano
Executive VP & CFO of Annuity Operationsno datano datano data
Michael Prager
Executive VP & Chief Actuary of Annuity Operationsno datano datano data

10.9yrs

Average Tenure

63yo

Average Age

Experienced Management: AFG's management team is seasoned and experienced (10.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Stephen Lindner
Co-CEO & Director39.9yrsUS$9.91m5.69%
$ 654.2m
Carl Lindner
Co-CEO & Director33.9yrsUS$9.84m5.99%
$ 688.5m
John Berding
President & Director12.6yrsUS$7.31m0.14%
$ 15.9m
James Evans
Executive Consultant & Director39.9yrsUS$444.18k0.13%
$ 15.5m
John Von Lehman
Independent Director16.3yrsUS$305.00k0.016%
$ 1.9m
William Verity
Independent Director22.9yrsUS$308.50k0.014%
$ 1.6m
Gregory Joseph
Lead Independent Director16.6yrsUS$340.50k0.25%
$ 29.2m
Roger Newport
Independent Directorless than a yearno data0.0027%
$ 312.7k
Mary Martin
Independent Director5.8yrsUS$309.25k0.011%
$ 1.2m
Evans Nwankwo
Independent Director4yrsUS$298.00k0.0059%
$ 679.5k
Amy Murray
Independent Director3.1yrsUS$305.50k0.0040%
$ 464.5k

16.3yrs

Average Tenure

65yo

Average Age

Experienced Board: AFG's board of directors are seasoned and experienced ( 16.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 19:51
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

American Financial Group, Inc. is covered by 17 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael ZaremskiBMO Capital Markets Equity Research
Jay CohenBofA Global Research
Amit KumarBuckingham Research Group Inc.