Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

AMERICAN FINANCIAL GROUP INC
Next earnings Aug 3, 2026 (after close) · consensus $2.36 EPS, $1.75B rev
Last earnings +3.0% on 2026-04-30
Cheap, high-return specialty P&C insurer: 17.5% ROE at just 13x earnings, with strong cash flow and disciplined capital returns.
Sources: SEC EDGAR (CIK 0001042046, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:49:42 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
The fundamentals carry the rating, but the price is rich (~42% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
American Financial Group is a specialty property & casualty insurer with a long record of underwriting discipline and high returns on capital. Even in a softer FY2025 the franchise delivered a 17.5% return on equity and a 10.3% net margin — strong for the insurance industry — while stockholders' equity grew 7.9% to $4.82B, reflecting solid internal capital generation. Operating cash flow jumped 33.1% to $1.53B, underscoring healthy underlying cash conversion.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $6.55B | $7.04B | $7.83B | $8.32B | $8.17B |
| Gross profit | — | — | — | — | — |
| Operating income | $1.33B | $1.12B | $1.07B | $1.12B | $1.07B |
| Net income | $2.00B | $898M | $852M | $887M | $842M |
| Diluted EPS | $23.30 | $10.53 | $10.05 | $10.57 | $10.08 |
| Net margin | 30.4% | 12.8% | 10.9% | 10.7% | 10.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
1 buy · 1 sell · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-06-01 | Nwankwo Evans N Director | Award | 1.30K | |
| 2026-06-01 | Newport Roger K Director | Award | 1.30K | |
| 2026-06-01 | Murray Amy Y Director | Award | 1.30K | |
| 2026-06-01 | Martin Mary Beth Director | Award | 1.30K | |
| 2026-06-01 | VERITY WILLIAM W Director | Award | 1.30K | |
| 2026-06-01 | JOSEPH GREGORY G Director | Award | 1.30K | |
| 2026-06-01 | VON LEHMAN JOHN I Director | Award | 1.30K | |
| 2026-02-26 | LINDNER CARL H III Co-CEO | Award | 11.3K |