Nov 4, 8:00 AM ET
AFG reported third-quarter 2026 net earnings of $282 million ($3.40 per share), up from $215 million ($2.58 per share) a year earlier, and declared a one-time special cash dividend of $3.50 per share. The dividend totals approximately $290 million and is payable November 25, 2026, to holders of record on November 16, 2026. The company said the August 2026 sale of Charleston Harbor Resort & Marina generated $126 million in pretax net investment income and contributed $1.21 per share of core net operating earnings in the quarter.
- Net earnings $282 million ($3.40 per share) vs. $215 million ($2.58 per share) in Q3 2025
- Core net operating earnings $329 million ($3.97 per share) vs. $224 million ($2.69 per share) in Q3 2025
- Special dividend $3.50 per share, about $290 million in total, payable November 25, 2026
- Specialty P&C combined ratio 93.8% vs. 93.0% a year earlier
Read the filing on SEC.gov ↗
Aug 5, 8:30 AM ET
American Financial Group reported second-quarter 2026 net earnings of $248 million ($2.99 per share), up from $174 million ($2.07 per share) a year earlier. Core net operating earnings, which exclude realized gains and losses and other non-core items, rose to $234 million ($2.82 per share) from $179 million ($2.14 per share), driven by higher underwriting profit and alternative investment returns.
- Core net operating earnings were $234 million ($2.82 per share) versus $179 million ($2.14 per share) in Q2 2025.
- Specialty P&C combined ratio improved to 91.5% from 93.1%, and underwriting profit rose to $144 million from $114 million.
- Net written premiums grew 6% to $1,915 million; book value per share was $58.14 at June 30, 2026.
- The Charleston Harbor Resort & Marina sale is expected to close in Q3 2026, with a pretax core operating gain of approximately $125 million expected.
Read the filing on SEC.gov ↗
Apr 30, 7:00 AM ET
American Financial Group reported first quarter 2026 net earnings of $191 million, or $2.29 per share, up from $154 million, or $1.84 per share, a year earlier. Core net operating earnings rose to $206 million, or $2.47 per share, driven by higher property and casualty underwriting profit, while total revenues were roughly flat at $1,854 million. The company also agreed in April to sell the Charleston Harbor Resort & Marina, which it expects to produce a pretax core gain of about $125 million when the deal closes in the second or third quarter of 2026.
- Net earnings $191 million ($2.29 per share) vs. $154 million ($1.84 per share) in Q1 2025; includes a $0.18 per share loss from after-tax non-core realized losses on securities
- Core net operating earnings $206 million ($2.47 per share), up from $152 million ($1.81 per share); Specialty P&C underwriting profit $156 million vs. $94 million
- Definitive agreement to sell Charleston Harbor Resort & Marina, with an expected pretax core operating gain of about $125 million, closing expected in Q2 or Q3 2026 subject to approvals
- Approximately $259 million returned to shareholders in Q1, including $125 million in special dividends and $60 million in share repurchases
Read the filing on SEC.gov ↗
Feb 18, 5:00 PM ET
American Financial Group's Compensation Committee approved a new 2026 Senior Executive Long-Term Incentive Compensation Plan on February 13, 2026, replacing the 2016 plan. The filing says the new plan's terms are substantially similar to the former plan and that no awards have been made under it yet.
- Compensation Committee approved the 2026 Senior Executive Long-Term Incentive Compensation Plan on February 13, 2026.
- The plan succeeds the Senior Executive Long-Term Incentive Compensation Plan adopted on February 23, 2016.
- The plan provides for performance-based cash bonus awards tied to pre-established criteria set by the Committee.
- No awards have been made under the new plan as of the filing.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
