Market Cap
$11.3B
AFG
AMERICAN FINANCIAL GROUP INC
$139.10 ▲ +0.74%
Prev close $138.08Market cap$11.3B
ConsensusHold
12-mo target$155.83 (+12.0%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (2 insiders)37 New Institutional Positions13 Institutional Exits Traditional Finance
Snapshot
The big-picture read on AFG right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (42%)
Inst. Holders
50 funds
Inst. Value
$6.7B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $15.8M sell
Insider Net $
-$15.8M
SEC Reports
6
Price chart 30d -3.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 16, 2026 Insider
Thompson David Lawrence Jr acquired 30,363 shares
President of Subsidiary
Sep 16, 2026 Insider
Thompson David Lawrence Jr acquired 119,914 shares
President of Subsidiary
Sep 14, 2026 Insider
VON LEHMAN JOHN I sold 1,279 shares
Director @ $143.84 ($184.0K)
Sep 7, 2026 dark_pool
Sep 3, 2026 SEC Dark Pool: AFG — 0.3M shares, 16,231 trades
Week starting 2026-09-07. Total ATS volume: 257,110 shares across 16,231 trades.
Two AFG insiders sold a combined $11.88M in shares over a week, led by Co-CEO Carl H. Lindner III ($11.74M) and CFO Bria
CLUSTER — Impact 3/10
Carl H. Lindner III, co-CEO and director of American Financial Group, filed a Form 144 notice of intent to sell 90,000 s
144 — Impact 4/10
In 2026-Q2, 11 institutional buyers added $53.7M to AFG positions while 3 sellers trimmed $26.9M, for a net accumulation
INST-CLUSTER — Impact 5/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
945,934 shares ($132.4M)
Analyst ratings buy % +5.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
42% rate it Buy or better · 12 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Aug 10, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 9, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 8, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| May 26, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| May 6, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| May 1, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Apr 9, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 4 | 7 | 0 | 0 | 42% | |
| Aug 1, 2026 | 1 | 4 | 7 | 0 | 0 | 42% | |
| Jul 1, 2026 | 1 | 4 | 7 | 0 | 0 | 42% | |
| Jun 1, 2026 | 1 | 4 | 7 | 0 | 0 | 42% | |
| May 1, 2026 | 1 | 4 | 7 | 0 | 0 | 42% | |
| Apr 1, 2026 | 1 | 4 | 6 | 0 | 0 | 45% | |
| Mar 1, 2026 | 1 | 4 | 6 | 0 | 0 | 45% | |
| Feb 1, 2026 | 1 | 3 | 6 | 0 | 0 | 40% |
Price targets
Where 6 covering analysts think AFG trades over the next 12 months.
$155.83 +12.0% upside Buy
Current$139.10 Low$136.00 Median$154.50 High$175.00 6 analysts
$136.00$175.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 4 neutral · avg impact 3.7/10.
NEUTRALCLUSTER3/10
Two AFG insiders sold a combined $11.88M in shares over a week, led by Co-CEO Carl H. Lindner III ($
Sep 3, 2026
NEUTRAL1444/10
Carl H. Lindner III, co-CEO and director of American Financial Group, filed a Form 144 notice of int
Aug 18, 2026
BULLISHINST-CLUSTER5/10
In 2026-Q2, 11 institutional buyers added $53.7M to AFG positions while 3 sellers trimmed $26.9M, fo
Aug 10, 2026
BULLISH8-K6/10
AFG reported Q2 2026 core net operating earnings of $2.82 per share, a 32% YoY increase from $2.14,
Aug 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: AFG — 0.3M shares, 16,231 trades
Week starting 2026-09-07. Total ATS volume: 257,110 shares across 16,231 trades.
Aug 31, 2026
dark_pool
Dark Pool: AFG — 0.3M shares, 18,240 trades
Week starting 2026-08-31. Total ATS volume: 250,666 shares across 18,240 trades.
Aug 25, 2026
ftd
FTD: AFG — 23,544 shares ($3.4M) failed to deliver
Settlement: 20260825, Price: $144.44, FTD Value: $3,400,695.36, AMERICAN FINL GP (HOLD CO)
Aug 24, 2026
dark_pool
Dark Pool: AFG — 0.5M shares, 21,069 trades
Week starting 2026-08-24. Total ATS volume: 462,681 shares across 21,069 trades.
Aug 17, 2026
dark_pool
Dark Pool: AFG — 0.5M shares, 27,114 trades
Week starting 2026-08-17. Total ATS volume: 472,528 shares across 27,114 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.59 | $2.69–$3.95 | 33.3% | +1.0% | 5↑ 1↓ | $2.1B | 7 |
| Next Q | $3.48 | $3.25–$3.88 | -4.6% | -0.7% | 1↑ 3↓ | $1.9B | 6 |
| Current FY | $12.38 | $11.90–$12.80 | 20.3% | -0.0% | 7↑ 0↓ | $7.2B | 7 |
| Next FY | $12.14 | $11.75–$12.67 | -2.0% | +0.0% | 3↑ 1↓ | $7.7B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.586 | — |
| 7d ago | $3.550 | +0.036 |
| 30d ago | $3.550 | +0.036 |
| 60d ago | $3.173 | +0.412 |
| 90d ago | $3.175 | +0.411 |
Institutional ownership
Which big funds own AFG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.7B total value (48,106,191 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 7,712,799 | $1.1B | 16.0% | — |
| FMR LLC | 5,466,871 | $765.0M | 11.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,580,166 | $501.0M | 7.4% | — |
| STATE STREET CORP | 3,080,102 | $431.0M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,026,309 | $423.5M | 6.3% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,314,583 | $323.9M | 4.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,737,126 | $243.1M | 3.6% | — |
| VICTORY CAPITAL MANAGEMENT INC | 1,619,156 | $226.6M | 3.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,611,494 | $225.5M | 3.4% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,441,927 | $200.3M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 945,934 | — | $132.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 431,144 | 744,635 | +72.7% | $104.2M |
| Qube Research & Technologies Ltd | ADD | 343,184 | 613,567 | +78.8% | $85.9M |
| FIRST TRUST ADVISORS LP | ADD | 316,974 | 496,919 | +56.8% | $69.5M |
| BANK OF AMERICA CORP /DE/ | ADD | 294,396 | 385,440 | +30.9% | $53.9M |
| UBS Group AG | TRIM | 848,396 | 346,769 | -59.1% | $48.5M |
| AMERICAN CENTURY COMPANIES INC | ADD | 216,988 | 315,645 | +45.5% | $44.2M |
| Woodline Partners LP | DOUBLED | 125,669 | 309,925 | +146.6% | $43.4M |
| JPMORGAN CHASE & CO | ADD | 229,293 | 286,809 | +25.1% | $40.6M |
| Nuveen, LLC | DOUBLED | 93,403 | 260,587 | +179.0% | $36.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 33 transactions. Net -$15.8M — $0.00 bought, $15.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Thompson David Lawrence Jr | President of Subsidiary | J | 30,363 | — | — |
| Sep 16, 2026 | Thompson David Lawrence Jr | President of Subsidiary | J | 119,914 | — | — |
| Sep 14, 2026 | VON LEHMAN JOHN I | Director | SELL | 1,279 | $143.84 | $184.0K |
| Sep 2, 2026 | Hertzman Brian S. | SVP, CFO | SELL | 950 | $142.87 | $135.7K |
| Aug 26, 2026 | LINDNER CARL H III | Co-CEO | SELL | 81,373 | $144.28 | $11.7M |
| Aug 24, 2026 | LINDNER CARL H III | Co-CEO | SELL | 8,627 | $144.66 | $1.2M |
| Aug 6, 2026 | Weiss Mark A | Sr. VP & General Counsel | SELL | 2,813 | $144.76 | $407.2K |
| Jun 24, 2026 | Gillis Michelle A | Senior Vice President | SELL | 2,247 | $139.00 | $312.3K |
| Jun 23, 2026 | Thompson David Lawrence Jr | President of Subsidiary | SELL | 11,370 | $135.05 | $1.5M |
| Jun 1, 2026 | Newport Roger K | Director | AWARD | 1,299 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AFG.
Shares short
1,723,256
Settlement Sep 15, 2026
Change vs prior
+8.7%
Semi-monthly cycle
Days to cover
5.7
At avg daily volume
Of shares outstanding
≈2.1%
Estimate — not % of float
All AFG filing & press-release reports (6)
- CLUSTER reportSep 3, 2026
- 144 reportAug 18, 2026
- INST-CLUSTER reportAug 10, 2026
- 8-K reportAug 5, 2026
- CLUSTER reportJun 25, 2026
- COURT-RULING reportMay 29, 2026