{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-193922","form_type":"8-K","ticker":"AFG","cik":"0001042046","company_name":"AMERICAN FINANCIAL GROUP INC","filed_at":"2026-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:31.849967+00:00","generated_at":"2026-05-15T00:30:42.173580+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"AFG Q1 core EPS $2.47 (+36% YoY); sells Charleston Harbor for $125M gain","bullets":["Core net operating EPS of $2.47 vs $1.81 YoY; net EPS $2.29 includes ($0.18) non-core losses.","Specialty P&C underwriting profit $156M, up 66%; combined ratio improved to 90.3% from 94.0%.","Capital returned to shareholders ~$259M: $125M special dividend, $60M share repurchases.","Reached definitive agreement to sell Charleston Harbor Resort & Marina expected Q2/Q3 2026 with $125M pretax core gain.","Annualized core ROE 17.0% vs 13.1% YoY; book value per share ex AOCI $57.83."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-193922","json":"https://secwatch.observer/filing/0001193125-26-193922.json","markdown":"https://secwatch.observer/filing/0001193125-26-193922.md","text":"https://secwatch.observer/filing/0001193125-26-193922.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1042046/000119312526193922/0001193125-26-193922-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1042046/000119312526193922/d133743d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:30:42.173580+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"fa1f7dad85b337163c661a37c02a6a817e23888a","claim":"AMERICAN FINANCIAL GROUP INC reported first quarter of 2026 results: net income $191 million ($2.29 per share), EPS $2.29.","evidence_excerpt":"American Financial Group, Inc. (NYSE: AFG) today reported 2026 first quarter net earnings of $191 million ($2.29 per share) compared to $154 million ($1.84 per share) for the 2025 first quarter.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1042046/000119312526193922/0001193125-26-193922-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter of 2026"},{"label":"Net income","value":"$191 million ($2.29 per share)"},{"label":"EPS","value":"$2.29"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}