AI brief of an SEC Form 8-K · American Financial (AFG)

American Financial Group Q4 EPS rose to $3.58; full-year EPS fell to $10.08; $1.50 special dividend

Mixed Impact 3 of 5 earnings Written later

American Financial Group reported fourth-quarter 2025 net earnings of $299 million ($3.58 per share), up from $255 million ($3.03 per share) a year earlier, and declared a $1.50 per share special dividend worth about $125 million. For the full year, diluted EPS was $10.08, down from $10.57 in 2024, and fourth-quarter total revenues fell to $2.06 billion from $2.15 billion. The dividend is payable February 25, 2026, to holders of record on February 16, 2026.

Key points

  • Q4 2025 diluted EPS $3.58 vs $3.03 in Q4 2024; core net operating EPS $3.65 vs $3.12
  • Full-year 2025 diluted EPS $10.08 vs $10.57 in 2024; core net operating EPS $10.29 vs $10.75
  • Q4 2025 underwriting profit was a record $287 million, up 41% from $204 million
  • $1.50 special dividend payable February 25, 2026 to holders of record on February 16, 2026, about $125 million in total

The filing

CompanyAmerican Financial (AFG)
Form8-K, current report
Filed with the SECFeb 4, 2026, 8:00 AM ET
Accession number0001193125-26-036749

Items reported: 2.02 Results of Operations8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:12 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.