AFGE American Financial Group AFGE

American Financial Group (AFG) increased its equity buyback authorization by 5 million shares, extending the program until December 31, 2030. This expansion, coupled with a recent dividend hike, signals management's focus on consistent capital returns despite softening net income. Investors should monitor underwriting profitability and volatile alternative investments to ensure the sustainability of AFG's payout profile.

AM Best has affirmed A+ (Superior) Financial Strength Ratings and "aa-" (Superior) Long-Term Issuer Credit Ratings for Great American Insurance Companies and its various P/C subsidiaries, including Great American Contemporary, Mid-Continent Group, and National Interstate. The ratings also confirmed an "a-" (Excellent) Long-Term ICR for American Financial Group, Inc. (AFG) and its long-term issue credit ratings, with a stable outlook for all ratings. These affirmations are based on strong balance sheet strength, operating performance, and appropriate enterprise risk management across the entities, despite some challenges like high dividend payout ratios to the parent company.

American Financial Group, Inc. reported strong third-quarter 2025 results, with net earnings per share of $2.58 and core net operating earnings of $2.69 per share, a 16% increase year-over-year. The company's Board of Directors also declared a special cash dividend of $2.00 per share, reinforcing its capital management strategy alongside solid underwriting performance and investment returns. Specialty P&C operations saw a 19% increase in underwriting profit, driven by lower catastrophe losses and effective pricing strategies across its segments.

American Financial Group announced strong financial results for Q3 2025, reporting net earnings of $215 million ($2.58 per share) and a 16% increase in core net operating earnings year-over-year. The company also declared a special dividend of $2.00 per share, driven by strong performance in its Specialty Property and Casualty insurance operations. Management cited effective capital management and a disciplined operating philosophy as key to their success and remains optimistic about future growth.

American Financial Group, Inc. (NYSE:AFG) announced a special dividend of $2.00 per share, payable on November 26th to investors of record as of November 17th. The company has a record of 19 consecutive years of dividend increases and a healthy payout ratio, with strong recent earnings exceeding analyst expectations. Analysts maintain a "Hold" rating for AFG, with a consensus target price of $136.75.

American Financial Group (NYSE:AFG) reported strong Q3 2025 results with a 19% annualized core operating return on equity and a 16% increase in core net operating earnings per share. The company announced a 10% increase in its regular quarterly dividend and a special dividend of $2 per share, highlighting its commitment to shareholder returns. Despite some market challenges, AFG's Specialty Property and Casualty businesses maintained strong underwriting margins and selective growth.