Highest-materiality recent filing
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 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 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 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 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 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 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).
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.
AFG reports Q4 core EPS $2.84, full-year core EPS $10.56; special dividend $2.50/share
Q4 net earnings $263M ($3.13/sh) vs $276M ($3.24/sh) YoY; core net operating earnings $238M ($2.84/sh) vs $255M ($2.99/sh).
AFG Q3 2023 core EPS $2.45, up 9% YoY; declares special $1.50 dividend
Core net operating earnings $208M ($2.45/sh), up 9% from $2.24; annualized core ROE 18.3%.
AFG Q2 core EPS $2.38, down from $2.85; FY guidance cut to $10.15-$11.15
Net earnings $200M ($2.34 EPS) vs $167M ($1.96) in Q2 2022; core NOE $202M ($2.38).
AFG completes acquisition of Crop Risk Services from AIG
CRS is the 7th largest U.S. multi-peril crop insurer by 2022 premiums.
American Financial Group names John B. Berding President; enters new $450M credit facility
John B. Berding elected President of AFG, effective June 27, 2023; continues as President of AMMC and Board member.
AFG to acquire AIG's Crop Risk Services for $240M; close expected Q3 2023
Purchase price $240M cash; CRS 2022 gross written premiums ~$1.2B; seventh largest U.S. multi-peril crop insurer.
AFG Q1 core EPS $2.89 vs $3.56 YoY; acquires Crop Risk Services from AIG
Core net operating earnings $247M ($2.89/share) vs $303M ($3.56) in Q1 2022, down 18.5% YoY.
Q4 core net operating earnings $2.99 per share vs $4.12 YoY; FY2022 record core EPS $11.63, core ROE 21.2%.
AFG Q3 core EPS $2.24, guides FY22 $11.00-$11.75; special dividend $2.00
Core net operating earnings $2.24 per share ($192M), down from $2.71 ($231M) YoY; includes $0.36 after-tax catastrophe losses.
AFG Q2 core EPS $2.85, up 19% YoY; guides FY22 core EPS $10.75-$11.75
Core net operating earnings $2.85 per share ($243M), up from $2.39 in Q2 2021.
AFG Q1 core EPS $3.56 (+50% YoY); declares $8 special dividend; boosts FY guidance to $10.50-$11.50
Q1 2022 core net operating earnings $303M ($3.56/share), up 50% from $2.38 in Q1 2021.
AFG declares special dividend of $2.00 per share, payable March 22, 2022
Special cash dividend of $2.00 per share; total payout ~$170 million.
AFG Q4 core EPS $4.12 vs $2.01 YoY; 2022 guidance $9.75-$10.75; combined ratio 80.7%
Q4 2021 net earnings $4.18 per share (vs $7.93 in Q4 2020 which included $5.92 from discontinued ops).
AFG declares special $2.00 per share dividend payable Dec 30, 2021
One-time special cash dividend of $2.00 per share; aggregate payment approx. $170 million.
AFG Q3 core EPS $2.71 (+96% YoY); raises FY guidance; declares $4 special dividend
Core net operating earnings $2.71 per share, up 96% from $1.38 in Q3 2020.
AFG declares special $4.00/share dividend; aggregate ~$340M payable Oct 5
Special one-time cash dividend of $4.00 per share, payable Oct 5, 2021 to holders of record Sep 28, 2021.
AFG Q2 core EPS $2.39 vs $0.67; raises FY21 guidance from $7-8 to $8.40-$9.20
Core net operating earnings $2.39/share vs $0.67 prior year; net earnings $11.70 includes $9.31 non-core items (gain on annuity sale).
AFG declares $2.00 special dividend; repurchased $114M in Q2 2021
Special one-time cash dividend of $2.00 per share, payable Aug 2, 2021 to holders of record July 26, 2021.
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
The Board of Directors (the “Board”) of American Financial Group, Inc. (the “Company”) elected Roger K. Newport to serve as a director effective February 27, 2024, until the next annual meeting of shareholders and until his successor is duly elected and qualified.
On February 27, 2024, Terry S. Jacobs notified the Board of his intention to not stand for re-election at the 2024 Annual Meeting and to retire from the Board at such time.
On October 6, 2023, Mr. Vito C. Peraino retired as Senior Vice President and Executive Counsel of American Financial Group, Inc.
On June 27, 2023, the Company announced the promotion of John B. Berding to President of the Company, effective immediately.
Virginia C. “Gina” Drosos intended to resign from the Board of Directors (the “Board”) of American Financial Group, Inc. on December 8, 2021, and Ms. Drosos formally resigned on that date.
Also on November 10, 2021, the Board elected Amy Y. Murray to serve as a director until the next annual meeting of shareholders and until her successor is duly elected and qualified.
On November 10, 2021, Virginia C. “Gina” Drosos informed the Board of Directors (the “Board”) of American Financial Group, Inc. (the “Company”) of her intention to resign from her role as a director of the Company on December 8, 2021.
Max materiality 0.85 · Median 0.70 · Most common event earnings