Highest-materiality recent filing
American Financial Group annual meeting results: all 12 directors elected, proposals approved
All 12 director nominees elected; votes for ranged from 62.99M to 72.10M.
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.
AFG adopts 2026 executive long-term incentive plan; substantially similar to 2016 plan
Compensation Committee approved the New LTIC on February 13, 2026, replacing the 2016 plan.
AFG Q4 core EPS $3.65, record underwriting profit up 41%; declares $1.50 special dividend
Q4 2025 net earnings $299M ($3.58/share); core net operating earnings $305M ($3.65/share).
AFG Board authorizes repurchase of up to 5M shares through 2030
New program authorizes up to 5,000,000 shares of common stock, replacing program expiring Dec 31, 2025.
AFG Q3 core EPS $2.69 (+16% YoY); declares $2.00 special dividend
Net earnings $215M ($2.58/sh); core net operating earnings $224M ($2.69/sh), up 16% YoY.
AFG enters into purchase agreement for $350M 5.000% Senior Notes due 2035
Aggregate principal of $350 million, interest rate of 5.000%, maturity September 2035.
AFG Q2 net earnings $2.07 per share down from $2.49; core EPS $2.14, annualized ROE 15.0%
Net earnings $174M ($2.07 diluted EPS) vs $209M ($2.49) in Q2 2024; core net operating earnings $179M ($2.14).
AFG terminates agreements to sell Charleston Harbor Resort & Marina; to evaluate alternatives
On June 6, 2025, a wholly-owned subsidiary terminated agreements to sell Charleston Harbor Resort & Marina.
Shareholders approve amendment to 2015 Stock Incentive Plan; elect 12 directors at annual meeting
Approved amendment to add non-employee directors as participants in the stock incentive plan (72,116,440 for, 2,093,497 against, 77,637 abstain, 2,931,408 broker non-votes).
AFG Q1 net EPS $1.84 vs $2.89 YoY; core EPS $1.81; combined ratio 94.0% (up 3.9 pts)
Net earnings $154M ($1.84/diluted share) vs $242M ($2.89) in Q1 2024; core net operating earnings $152M ($1.81) vs $231M ($2.76).
AFG to sell Charleston Harbor Resort & Marina; expects ~$100M after-tax gain
After-tax gain of ~$100M ($1.20 per share) expected on the sale.
AFG declares special $2.00 dividend, repurchases $50M stock YTD
Special cash dividend of $2.00 per share, payable March 28, 2025 to holders of record March 17, 2025.
AFG elects Craig Lindner Jr. and David Thompson to board; Evans not standing for re-election
Board elected Craig Lindner Jr. (President, AFG Real Estate) and David L. Thompson Jr. (Chairman/President/COO of Great American Insurance) as directors effective immediately.
AFG Q4 core EPS $3.12 vs $2.84 YoY; guides 2025 core EPS ~$10.50
Net earnings Q4 $255M ($3.03); core net operating earnings $262M ($3.12).
AFG renews consulting agreement with Director James E. Evans for 2025 on same terms
James E. Evans, board member and former officer, renewed consulting agreement for 2025.
AFG Q3 net earnings $2.16/sh; declares $4 special dividend
Q3 net earnings $181M ($2.16/sh); core net operating earnings $2.31/sh vs $2.45/sh YoY.
AFG Q2 2024: Core EPS $2.56 (+8% YoY), P&C combined ratio improves to 90.5%
Core net operating EPS $2.56 vs $2.38 YoY, up 8%; net earnings $209M ($2.49 diluted).
Shareholders approve Amended 2015 Stock Plan, reelect directors at AFG annual meeting
Shareholders approved Amended and Restated 2015 Stock Incentive Plan with 72.8M for, 2.1M against.
AFG Q1 net EPS $2.89 up 16% YoY; core EPS $2.76 down 4.5% on lower alternatives
Net earnings $242M ($2.89/sh) vs $212M ($2.49) YoY; includes $0.13/sh after-tax non-core gains on securities.
On February 19, 2025, the Board of Directors (“Board”) of American Financial Group, Inc. (“Company”) elected Craig Lindner Jr. and David L. Thompson Jr. as Directors, effective immediately
On February 19, 2025, the Board of Directors (“Board”) of American Financial Group, Inc. (“Company”) elected Craig Lindner Jr. and David L. Thompson Jr. as Directors, effective immediately
James E. Evans notified the Board of his intention not to stand for re-election at the 2025 Annual Meeting of Shareholders
Max materiality 0.85 · Median 0.65 · Most common event earnings