AFG
AMERICAN FINANCIAL GROUP INC
$136.94
+0.46%
$11.3B
No data for this timeframe.
Vol
Market Cap$11.3B
Cap SizeLarge Cap
Analyst ConsensusHold (42%)
Inst. Holders8 funds
Inst. Value$2.5B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$222.3K
Recent Activity
Apr 29, 2026
earnings_calendar
AFG Q1 2026 Earnings After Market Close — 2026-04-29
Feb 27, 2026
Insider
Hertzman Brian S. sold 1,663 shares
SVP, CFO @ $133.70 ($222.3K)
Feb 26, 2026
Insider
Lindner Stephen Craig Jr sold 3,389 shares
Director @ $0.00 ($0.00)
Feb 26, 2026
Insider
Weiss Mark A sold 3,012 shares
Sr. VP & General Counsel @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
838,902 shares ($114.7M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
70,661 shares ($9.7M)
Price Targets
$142.00
+3.7% upside
Hold
Current $136.94
Low $127.00
Median $139.00
High $158.00
6 analysts
$127.00
$158.00
Analyst Ratings
1Strong Buy
4Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 6, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| May 1, 2026 | Piper Sandler | MAINTAIN | Neutral → Neutral |
| Apr 9, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Mar 25, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
| Feb 5, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.39 ▼ -1.9% | $2.10 — $2.58 | 12% YoY | 6 |
| Next Q | $3.17 ▲ +23.3% | $2.50 — $3.84 | 18% YoY | 6 |
| Current FY | $11.67 ▲ +5.0% | $11.00 — $12.45 | 13% YoY | 6 |
| Next FY | $12.05 | $11.77 — $12.40 | 3% YoY | 6 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $997.4M | — |
| FMR LLC | $912.7M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $351.0M | DOUBLED |
| MORGAN STANLEY | $122.3M | — |
| NORGES BANK | $114.7M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Feb 27, 2026 | Hertzman Brian | SELL | $222.3K |
| Feb 26, 2026 | Lindner Stephen | A | $0.00 |
| Feb 26, 2026 | Weiss Mark | A | $0.00 |
| Feb 26, 2026 | Thompson David | A | $0.00 |
| Feb 26, 2026 | Hertzman Brian | A | $0.00 |
8 institutional holders with $2.5B total value (18,641,130 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 7,297,408 | $997.4M | 39.1% | — |
| 2 | FMR LLC | 6,677,603 | $912.7M | 35.8% | ADD +39.2% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,567,721 | $351.0M | 13.8% | DOUBLED +395.5% |
| 4 | MORGAN STANLEY | 894,998 | $122.3M | 4.8% | — |
| 5 | NORGES BANK | 838,902 | $114.7M | 4.5% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 237,373 | $32.4M | 1.3% | ADD +42.9% |
| 7 | WELLS FARGO & COMPANY/MN | 70,661 | $9.7M | 0.4% | ADD +49.2% |
| 8 | TWO SIGMA INVESTMENTS, LP | 56,464 | $7.7M | 0.3% | TRIM -31.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 838,902 | — | $114.7M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 47,361 | 70,661 | +49.2% | $9.7M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 82,048 | 56,464 | -31.2% | $7.7M | 2025-Q4 |
| NORGES BANK | EXIT | 845,473 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | ADD | 4,755,690 | 6,621,332 | +39.2% | $835.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 845,473 | — | $106.7M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 223,422 | 319,364 | +42.9% | $40.3M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 10,307 | 105,671 | +925.2% | $13.3M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 75,961 | 55,791 | -26.6% | $7.0M | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 508,687 | 2,520,714 | +395.5% | $331.1M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 256,488 | 495,575 | +93.2% | $65.1M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 25,884 | 10,307 | -60.2% | $1.4M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 36,700 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 894,025 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 171,492 | 355,408 | +107.2% | $48.7M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 192,085 | 256,488 | +33.5% | $35.1M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 36,700 | — | $5.0M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 503,115 | — | $67.7M | 2024-Q3 |
8 unique insiders with 1 transactions. Net insider value: -$222.3K ($0.00 bought, $222.3K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 27, 2026 | Hertzman Brian S. | SVP, CFO | SELL | 1,663 | $133.70 | $222.3K |
| Feb 26, 2026 | Lindner Stephen Craig Jr | Director | A | 3,389 | $0.00 | $0.00 |
| Feb 26, 2026 | Weiss Mark A | Sr. VP & General Counsel | A | 3,012 | $0.00 | $0.00 |
| Feb 26, 2026 | Thompson David Lawrence Jr | President of Subsidiary | A | 4,706 | $0.00 | $0.00 |
| Feb 26, 2026 | Hertzman Brian S. | SVP, CFO | A | 3,163 | $0.00 | $0.00 |
| Feb 26, 2026 | Gillis Michelle A | Senior Vice President | A | 3,012 | $0.00 | $0.00 |
| Feb 26, 2026 | LINDNER CARL H III | Co-CEO | A | 11,294 | $0.00 | $0.00 |
| Feb 26, 2026 | LINDNER S CRAIG | Co-CEO | A | 11,294 | $0.00 | $0.00 |
| Feb 26, 2026 | BERDING JOHN B | President | A | 8,847 | $0.00 | $0.00 |
| Feb 23, 2026 | Weiss Mark A | Sr. VP & General Counsel | F | 658 | $129.85 | $85.4K |
| Feb 23, 2026 | LINDNER CARL H III | Co-CEO | F | 3,810 | $129.85 | $494.7K |
| Feb 23, 2026 | LINDNER S CRAIG | Co-CEO | F | 3,300 | $129.85 | $428.5K |
| Feb 23, 2026 | Lindner Stephen Craig Jr | Director | F | 761 | $129.85 | $98.8K |
| Feb 23, 2026 | Thompson David Lawrence Jr | President of Subsidiary | F | 1,098 | $129.85 | $142.6K |
| Feb 23, 2026 | BERDING JOHN B | President | F | 2,050 | $129.85 | $266.2K |
| Feb 23, 2026 | Gillis Michelle A | Senior Vice President | F | 730 | $129.85 | $94.8K |
| Feb 22, 2026 | Hertzman Brian S. | SVP, CFO | F | 727 | $129.85 | $94.4K |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (42% buy). Based on 12 analysts: 1 strong buy, 4 buy, 7 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$142.00 mean target
+3.7% upside
Hold (2.43)
$127.00 Low
$158.00 High
| Metric | Value |
|---|---|
| Current Price | $136.94 |
| Target Low | $127.00 |
| Target Mean | $142.00 |
| Target Median | $139.00 |
| Target High | $158.00 |
| # Analysts | 6 |
| Recommendation | Hold (2.43) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.39 | $2.10 | $2.58 | 11.8% | -1.9% | 2↑ 3↓ | $1.7B | 5.1% | 6 |
| Next Q 2026-09-30 |
$3.17 | $2.50 | $3.84 | 18.0% | +23.3% | 4↑ 1↓ | $2.0B | 0.1% | 6 |
| Current FY 2026-12-31 |
$11.67 | $11.00 | $12.45 | 13.4% | +5.0% | 4↑ 0↓ | $7.2B | 2.1% | 6 |
| Next FY 2027-12-31 |
$12.05 | $11.77 | $12.40 | 3.3% | +0.2% | 2↑ 1↓ | $7.6B | 5.8% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.392 | |
| 7d ago | $2.466 | -0.074 |
| 30d ago | $2.438 | -0.046 |
| 60d ago | $2.452 | -0.060 |
| 90d ago | $2.448 | -0.056 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 6, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 1, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Apr 9, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 25, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Feb 5, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 15, 2026 | Wells Fargo | INITIATE | — | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 1 | 4 | 7 | 0 | 0 | 42% | |
| Apr 1, 2026 | 1 | 4 | 6 | 0 | 0 | 45% | |
| Mar 1, 2026 | 1 | 4 | 6 | 0 | 0 | 45% | |
| Feb 1, 2026 | 1 | 3 | 6 | 0 | 0 | 40% | |
| Jan 1, 2026 | 2 | 2 | 6 | 0 | 0 | 40% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 29, 2026
earnings_calendar
AFG Q1 2026 Earnings After Market Close — 2026-04-29
Apr 27, 2026
dark_pool
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Week starting 2026-04-27. Total ATS volume: 854,131 shares across 33,654 trades.
Apr 20, 2026
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Dark Pool: AFG — 0.8M shares, 24,711 trades
Week starting 2026-04-20. Total ATS volume: 799,390 shares across 24,711 trades.
Apr 13, 2026
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Dark Pool: AFG — 0.7M shares, 27,297 trades
Week starting 2026-04-13. Total ATS volume: 720,292 shares across 27,297 trades.
Apr 6, 2026
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Dark Pool: AFG — 0.6M shares, 24,445 trades
Week starting 2026-04-06. Total ATS volume: 609,052 shares across 24,445 trades.
Mar 30, 2026
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Dark Pool: AFG — 0.6M shares, 20,686 trades
Week starting 2026-03-30. Total ATS volume: 556,663 shares across 20,686 trades.
Mar 23, 2026
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Dark Pool: AFG — 0.6M shares, 23,955 trades
Week starting 2026-03-23. Total ATS volume: 552,844 shares across 23,955 trades.
Mar 16, 2026
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Dark Pool: AFG — 0.6M shares, 24,613 trades
Week starting 2026-03-16. Total ATS volume: 551,448 shares across 24,613 trades.
Mar 9, 2026
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Dark Pool: AFG — 0.5M shares, 24,073 trades
Week starting 2026-03-09. Total ATS volume: 535,483 shares across 24,073 trades.
Mar 2, 2026
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Dark Pool: AFG — 0.6M shares, 26,369 trades
Week starting 2026-03-02. Total ATS volume: 612,794 shares across 26,369 trades.
Feb 23, 2026
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Dark Pool: AFG — 1.0M shares, 32,632 trades
Week starting 2026-02-23. Total ATS volume: 1,048,261 shares across 32,632 trades.
Feb 16, 2026
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Dark Pool: AFG — 0.5M shares, 18,474 trades
Week starting 2026-02-16. Total ATS volume: 473,227 shares across 18,474 trades.
Feb 9, 2026
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Dark Pool: AFG — 1.1M shares, 27,188 trades
Week starting 2026-02-09. Total ATS volume: 1,090,632 shares across 27,188 trades.
Feb 2, 2026
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Dark Pool: AFG — 1.1M shares, 34,049 trades
Week starting 2026-02-02. Total ATS volume: 1,086,549 shares across 34,049 trades.