secwatch.observer — SEC 8-K summary
======================================

Issuer:     AMERICAN FINANCIAL GROUP INC (AFG)
CIK:        0001042046
Form:       8-K
Filed at:   2026-04-30T23:59:59+00:00
Accession:  0001193125-26-193922
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AFG Q1 core EPS $2.47 (+36% YoY); sells Charleston Harbor for $125M gain
------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1042046/000119312526193922/0001193125-26-193922-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1042046/000119312526193922/d133743d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-193922

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer