Core Viewpoint - American Financial Group (AFG) reported quarterly earnings of $3.12 per share, missing the Zacks Consensus Estimate of $3.20 per share, but showing an increase from $2.84 per share a year ago, indicating a -2.50% earnings surprise [1] Group 1: Earnings Performance - The company posted revenues of $2.08 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 3.46%, compared to $1.94 billion in the same quarter last year [2] - Over the last four quarters, AFG has surpassed consensus EPS estimates just once [2] - The current consensus EPS estimate for the upcoming quarter is $2.95 on revenues of $1.97 billion, and for the current fiscal year, it is $11.65 on revenues of $8.4 billion [7] Group 2: Stock Performance and Outlook - AFG shares have lost about 0.2% since the beginning of the year, while the S&P 500 has gained 1.9% [3] - The estimate revisions trend for AFG is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] - The outlook for the insurance industry can significantly impact AFG's stock performance, with the Insurance - Property and Casualty sector currently in the top 36% of Zacks industries [8] Group 3: Comparative Analysis - Another company in the same industry, Donegal Group (DGICA), is expected to report quarterly earnings of $0.20 per share, reflecting a year-over-year change of +281.8%, with revenues expected to be $251.4 million, up 6% from the previous year [9][10]

Core Viewpoint - American Financial Group, Inc. (NYSE: AFG) is anticipated to report its Q4 2024 earnings next week, with expectations that results will not significantly differ from previous quarters, indicating limited short-term upside potential in its valuation [1] Company Summary - The upcoming earnings report for American Financial Group is expected to show stability, with no major changes anticipated compared to earlier quarters [1] - The current valuation of American Financial Group suggests that there is not much room for growth in the near term [1] Analyst Background - The analysis is provided by Labutes IR, a fund manager and analyst with over 18 years of experience in the financial sector, specifically in portfolio management [1]

Core Insights - Albert Anthony is a markets analyst and contributor on Seeking Alpha, covering over 200 companies and providing market commentary since 2023 [1] - He has a growing fan base of over 1,000 followers and operates a home-based fund called The Future Investor Fund [1] - In 2025, he plans to publish a book titled "The Future Investor: Growing a Diversified Portfolio" aimed at educating over 1 million people globally [1] Company Profile - Albert Anthony & Company is an independent sole proprietorship registered in Travis County, Texas [1] - The company does not provide personalized financial advice but offers general market commentary based on publicly available research [1] Educational Background - Albert Anthony has completed degrees and certificates from institutions such as Drew University, Corporate Finance Institute, Microsoft, CompTIA, and UVA Darden School of Business [1] - He is a member of the Croatian Association of Economists (HDE) as of 2024 [1] Professional Experience - His experience includes working as a management and information systems analyst at large companies, including a top 10 financial firm in the US [1] - He frequently attends business, innovation, and startup conferences across the US and Europe [1]

Core Viewpoint - American Financial Group, Inc. (AFG) is trading at a premium compared to the Zacks Property and Casualty Insurance industry, with a price-to-book value of 2.46X versus the industry average of 1.68X, indicating a strong valuation despite underperforming in the past year [1][2]. Financial Performance - AFG has a market capitalization of $11.56 billion, with an average trading volume of 0.3 million shares over the last three months [4]. - The stock closed at $137.75, trading above its 200-day simple moving average of $132.04, suggesting solid upward momentum [5]. - The trailing 12 months return on equity (ROE) for AFG is 19.9%, significantly higher than the industry average of 7.5%, reflecting efficient use of shareholders' funds [6]. Growth Factors - AFG is positioned for growth due to new business opportunities, increased exposure, and a favorable renewal rate environment, along with additional crop premiums from the Crop Risk Services acquisition [7]. - The company has maintained average renewal pricing across its entire P&C Group and aims to achieve renewal rate increases above prospective loss ratio trends [9]. Underwriting and Dividend Stability - AFG has consistently outperformed the industry average in combined ratio for over two decades, supported by its specialty niche focus, product line diversification, and underwriting discipline [10]. - The company has increased its dividend for 18 consecutive years, with a 10-year compound annual growth rate of 12.4%, indicating strong financial stability and effective capital management [11][12]. Conclusion - AFG's strategic acquisitions, new business opportunities, and improved combined ratio make it an attractive investment despite its high valuation, suggesting a hold recommendation for investors [13].

As expected, the Fed cut the interest rate by 25 basis points to a target range of 4.25-4.50%, representing a full 1% drop since September. This marks the third rate cut since September this year as the inflation rate is expected to move to its desired 2% benchmark. However, the Fed now expects inflation to be at 2.5% through next year. Though there should be more cuts next year, as the Fed wants to take the rate between 3.75% and 4% by the end of 2025, the magnitude and the number of cuts is now anyone's g ...

Shares of American Financial Group, Inc. (AFG) have rallied 24.4% year to date, outperforming the Finance sector’s return of 24.1%. It, however, underperformed the industry’s growth of 34.3% and the S&P 500 composite’s return of 26.5%.Image Source: Zacks Investment ResearchWith a market capitalization of $12.41 billion, the average volume of shares traded in the last three months was 0.3 million.American Financial closed at $147.93 on Wednesday, near its 52-week high of $150.19. This proximity underscores i ...

The Zacks Property and Casualty Insurance industry is well-poised to benefit from better pricing, prudent underwriting, increased exposure, an improving rate environment and a solid capital position. With the ongoing economic expansion, insurers remain well-poised for growth. The buoyancy in the industry is further confirmed by its Zacks Industry Rank #31, which places it in the top 12% of more than 250 Zacks industries.However, industry players continue to grapple with issues like higher catastrophe events ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended September 30, 2024 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from ____ to ____ Commission File No. 1-13653 AMERICAN FINANCIAL GROUP, INC. Incorporated under the Laws of Ohio IRS Employer I.D. No. 31-1544320 301 East Fourth Street, ...

Shares of American Financial Group (NYSE: AFG ) have been a moderate performer over the past year, gaining about 19%, though concerns about catastrophe losses amid a late hurricane season had caused shares to pullback in recent weeks. On Wednesday, sharesOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, ...

American Financial Group, Inc. (NYSE:AFG) Q3 2024 Earnings Conference Call November 6, 2024 11:30 AM ET Company Participants Diane Weidner - VP, IR Carl Lindner - Co-CEO Craig Lindner - Co-CEO Brian Hertzman - CFO Conference Call Participants Michael Zaremski - BMO Andrew Andersen - Jefferies Meyer Shields - Keefe, Bruyette, & Woods Operator Good day, and thank you for standing by. Welcome to the American Financial Group Third Quarter 2024 Conference Call [Operator Instructions]. Please be advised that toda ...