AFG
American Financial Group IncPrice & Indicators
Blended from price, positioning & fundamentals · daily-close · not investment advice.
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Book value per share excluding AOCI non-GAAP | $57.83 | Q1 2026 | — |
| Pretax Core Operating Earnings non-GAAP | $257M | Q1 2026 | — |
| annualized core operating return on equity non-GAAP | 17% | first quarter 2026 call | — |
| annualized return on alternative investments (P&C) | 1.8% | first quarter 2025 call | — |
| capital returned to shareholders | $260M | first quarter 2026 call | — |
| Charleston Harbor Resort and Marina NOI (prior year) | $16M | 2025 call | — |
| Commercial auto liability rate increase | 14% | first quarter 2026 call | — |
| core net operating earnings per share non-GAAP | $2.47 | first quarter 2026 call | — |
| direct private credit exposure | $250M | first quarter 2026 call | — |
| direct private credit exposure as percent of total investments | 1.5% | first quarter 2026 call | — |
| fixed maturity new money yields | 5.25% | first quarter 2026 call | — |
| growth in book value per share excluding AOCI plus dividends | 3.1% | three months ended March 31, 2026 call | — |
| investment in CLOs | $133M | first quarter 2026 call | — |
| investment-grade bonds issued by BDCs and private credit funds | $800M | first quarter 2026 call | — |
| mark-to-market loss on CLO investments | $13M | first quarter 2026 call | — |
| P&C average renewal rates excluding workers' comp | 5% | first quarter 2026 call | — |
| P&C average renewal rates including workers' comp | 3% | first quarter 2026 call | — |
| P&C fixed maturity portfolio duration (including cash and cash equivalents) | 3.1 | as of March 31, 2026 call | — |
| Property and Transportation Group average rate increase | 6% | first quarter 2026 call | — |
| Property and Transportation Group calendar year combined ratio | 87.6% | first quarter 2026 call | — |
| Property and Transportation Group gross written premium growth | 11% | first quarter 2026 call | — |
| Property and Transportation Group net written premium growth | 6% | first quarter 2026 call | — |
| regular quarterly dividend per share | $0.88 | first quarter 2026 call | — |
| share repurchases | $60M | first quarter 2026 call | — |
| Specialty Casualty Group calendar year combined ratio | 95.8% | first quarter 2026 call | — |
| Specialty Casualty Group gross and net written premium growth | 2% | first quarter 2026 call | — |
| Specialty Casualty Group renewal rate increase excluding workers' comp | 6% | first quarter 2026 call | — |
| Specialty Casualty Group renewal rate increase including workers' comp | 3% | first quarter 2026 call | — |
| Specialty Financial Group gross written premium growth | 6% | first quarter 2026 call | — |
| Specialty Financial Group net written premium growth | 1% | first quarter 2026 call | — |
| Specialty Financial Group renewal pricing increase | 1% | first quarter 2026 call | — |
| Specialty P&C catastrophe loss points | 2.2 | first quarter 2026 call | — |
| Specialty P&C favorable prior year reserve development | 4.4 | first quarter 2026 call | — |
| Specialty P&C gross written premium growth | 6% | first quarter 2026 call | — |
| Specialty P&C net written premium growth | 3% | first quarter 2026 call | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Insurance - Property & Casualty — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AFG
this stock
American Financial Group Inc
|
$11.86B | +6.4% | +11.2% | 13.6 | 2.4% |
|
CB
Chubb Ltd
|
$139.36B | +15.5% | +6.5% | 12.7 | 1.1% |
|
PGR
Progressive Corp/Oh/
|
$136.97B | +9.5% | +16.3% | 11.9 | 1.3% |
|
TRV
Travelers Companies, Inc.
|
$73.09B | +18.9% | +5.2% | 10.3 | 2.8% |
|
ALL
Allstate Corp
|
$64.73B | +21.4% | +5.6% | 5.6 | 3.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AFG | +2.1% | +7.8% | +10.5% | +2.0% | +6.4% |
| SPY | +0.9% | +1.4% | +7.6% | +0.1% | +9.7% |
| vs SPY | +1.2% | +6.4% | +3.0% | +1.9% | -3.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.