Wall Street analyst estimates for American Financial Group, Inc. (AFG): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
American Financial Group, Inc. (AFG) operates as an insurance holding company, specializing in providing a broad array of property and casualty insurance solutions across the United States. Its comprehensive product portfolio encompasses various lines of business, including property and transportation coverage, which offers protection for physical damage and liability concerning vehicles like buses and trucks, along with inland and ocean marine policies, agricultural-related...
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $7.7B | $7.7B – $7.8B | $12.60 | 5 |
| 2027E | $8.1B | $7.9B – $8.2B | $12.16 | 5 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 7 |
| Hold | 10 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 17 |
| Avg rating (−2 sell to +2 buy) | 0.41 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-03 | $3.80 | ||
| 2026-08-04 | $2.82 | $2.32 | +21.6% |
| 2026-04-29 | $2.47 | $2.55 | -3.1% |
| 2026-02-03 | $3.65 | $3.18 | +14.8% |
| 2025-11-04 | $2.69 | $2.52 | +6.7% |
| 2025-08-05 | $2.14 | $2.08 | +2.9% |
| 2025-05-06 | $1.81 | $2.03 | -10.8% |
| 2025-02-04 | $3.12 | $3.15 | -1.0% |
Valuation Ratios
| P/E Ratio | 13.44 |
| Price / Book | 2.65 |
| EV / EBITDA | 9.29 |
| Dividend Yield | 4.63% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.50B | $6.87B | $6.99B | $6.12B | $5.67B | $6.23B | $6.77B | $7.73B | $8.28B | $8.12B |
| Cost of Revenue | $5.28B | $5.63B | $6.06B | $5.49B | $5.37B | $4.86B | $5.58B | $6.37B | $6.80B | $6.69B |
| Gross Profit | $1.22B | $1.23B | $933.0M | $628.0M | $301.0M | $1.37B | $1.20B | $1.35B | $1.47B | $1.43B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Operating Expenses | $430.0M | $507.0M | $294.0M | -$6.0M | -$38.0M | $37.0M | $73.0M | $282.0M | $349.0M | $357.0M |
| Operating Income | $787.0M | $724.0M | $639.0M | $634.0M | $339.0M | $1.33B | $1.12B | $1.07B | $1.12B | $1.07B |
| EBITDA | $998.0M | $916.0M | $911.0M | $961.0M | $726.0M | $1.62B | $1.31B | $1.23B | $1.28B | $1.24B |
| Interest Expense | $77.0M | $85.0M | $62.0M | $68.0M | $88.0M | $94.0M | $85.0M | $76.0M | $76.0M | $80.0M |
| Pre-tax Income | $787.0M | $724.0M | $639.0M | $634.0M | $339.0M | $1.33B | $1.12B | $1.07B | $1.12B | $1.07B |
| Income Tax | $119.0M | $247.0M | $122.0M | $143.0M | $25.0M | $254.0M | $225.0M | $221.0M | $237.0M | $231.0M |
| Net Income | $649.0M | $475.0M | $530.0M | $897.0M | $732.0M | $2.00B | $898.0M | $852.0M | $887.0M | $842.0M |
| EPS | $7.47 | $5.38 | $5.96 | $9.98 | $8.25 | $23.49 | $10.55 | $10.06 | $10.57 | $10.08 |
| EPS (Diluted) | $7.33 | $5.28 | $5.85 | $9.86 | $8.21 | $23.30 | $10.53 | $10.05 | $10.57 | $10.08 |
| Shares Outstanding (Diluted) | 88.5 M | 89.8 M | 90.6 M | 91.0 M | 89.2 M | 85.6 M | 85.3 M | 84.8 M | 83.9 M | 83.5 M |
Price
| Price | $153.87 (closing price, October 30, 2026) |
| Market Cap | $12.8B |
| Exchange | NYSE |
| Country | US |
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Explore sector: Financial Services · Insurance - Property & Casualty
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