AFG American Financial Group, Inc. Common Stock
About American Financial Group, Inc. Common Stock Company overview from Wikipedia
American Financial Group, Inc. is an American financial services holding company headquartered in Cincinnati, Ohio. Its primary businesses are insurance and investments.
Read more
American Financial Group, Inc. is an American financial services holding company headquartered in Cincinnati, Ohio. Its primary businesses are insurance and investments.
Lines of business
American Financial Group's major insurance division operates as Great American Insurance, founded in 1872, and focuses on property and casualty insurance services. Other affiliates and subsidiaries include Great American Custom, Mid-Continent Group, National Interstate, and Republic Indemnity. Insurance specialties also include equine, trucking, executive liability, fidelity and crime, and agribusiness. Great American Financial Resources is a wholly owned subsidiary of American Financial Group and supplies a range of annuities, life insurance products and supplemental insurances to individuals and enterprises.
The parent company, AFG, is owned principally by the family of financier Carl Lindner, Jr., who bought the company in 1973 and served as its chairman until his death in 2011. The senior Lindner's sons, Carl H. Lindner III and S. Craig Lindner serve as co-chief executive officer.
History
American Financial Group was ranked 486th on the Fortune 500 list in 2004. Through the years American Financial Group has owned a number of subsidiaries, real estate properties, and companies, including The Mountain View Grand Resort & Spa in Whitefield, New Hampshire, The Cincinnatian in Cincinnati, Ohio, The Biltmore in Coral Gables, Florida, Le Pavillon in New Orleans, Louisiana, and the Charleston Harbor Resort and Marina in Charleston, South Carolina. Great American Insurance Group partnered with the Cincinnati Reds baseball team to purchase naming rights for Great American Ball Park upon its opening in 2003.
On December 6, 2006, American Financial sold assets acquired from successors to the dissolution of the Penn Central Railroad including the land under Grand Central Terminal and the 156 miles (251 km) of Metro North track leading to the New York City landmark to Argent Ventures. The company announced in December 2007 that it would combine its offices and move its headquarters to the brand new Great American Insurance Building at Queen City Square in 2011.
American Financial Group was one of the first publicly traded Fortune 500 companies to make political donations after corporations' freedom of speech rights were expanded to include donations as a result of the Citizens United v. FEC decision. Carl Lindner, Jr is a longtime top Republican donor, donating millions of his personal income to candidates and political action committees, which sent ripples in campaign finance circles during the 2010 mid-term elections. American Financial, of which Lindner has a non-majority 42% share, donated $400,000 to the Republican-allied PAC American Crossroads.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
AFG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
AFG Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| July 15, 2026 | $0.8800 |
| April 15, 2026 | $0.8800 |
| Feb. 13, 2026 | $1.5000 |
| Jan. 15, 2026 | $0.8800 |
| Nov. 17, 2025 | $2.0000 |
| Oct. 15, 2025 | $0.8800 |
| July 15, 2025 | $0.8000 |
| April 15, 2025 | $0.8000 |
| March 17, 2025 | $2.0000 |
| Jan. 14, 2025 | $0.8000 |
| Nov. 15, 2024 | $4.0000 |
| Oct. 15, 2024 | $0.8000 |
| July 15, 2024 | $0.7100 |
| April 12, 2024 | $0.7100 |
| Feb. 15, 2024 | $2.5000 |
| Jan. 11, 2024 | $0.7100 |
| Nov. 10, 2023 | $1.5000 |
| Oct. 12, 2023 | $0.7100 |
| July 13, 2023 | $0.6300 |
| April 13, 2023 | $0.6300 |
AFG Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 1 8.3%
- Buy 4 33.3%
- Hold 7 58.3%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
6 analysts · 2026-08-16Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $2.82 | $2.33 | 0.49% |
| March 31, 2026 | $2.47 | $2.56 | -0.09% |
| Dec. 31, 2025 | $3.65 | $3.35 | 0.30% |
| Sept. 30, 2025 | $2.69 | $2.53 | 0.16% |
| June 30, 2025 | $2.14 | $2.10 | 0.04% |
| March 31, 2025 | $1.81 | $2.05 | -0.24% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| AFG | $11.40B | 13.6 | -1.8% | 10.3% | 18.1% | — |
| L | — | 13.2 | 5.4% | 9.0% | 9.3% | — |
| MKL | $27.06B | 12.7 | 4.7% | 13.6% | 11.9% | — |
| AIZ | — | — | — | — | — | — |
| CNA | $12.92B | 10.2 | 5.0% | 8.5% | 11.6% | — |
| FNF | $14.79B | 24.7 | 5.6% | 4.2% | 7.9% | — |
| ERIE | — | — | 7.2% | 13.8% | 25.0% | — |
| ORI | — | 12.3 | 11.0% | 10.2% | 16.2% | — |
| KNSL | $9.05B | 18.1 | 18.0% | 26.9% | 27.4% | — |
| THG | — | 10.1 | 5.7% | 10.1% | 20.7% | — |
| FAF | $6.27B | 10.2 | 21.6% | 8.3% | 11.9% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 12
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.17B | $8.32B | $7.83B | $7.04B | $6.55B | $5.77B | $6.21B | $7.15B | $6.87B | $6.50B | $6.14B | $5.73B | |
| SG&A Expense | $2.06B | $2.01B | $1.94B | $1.72B | $1.55B | $1.62B | · | · | · | · | · | · | |
| Operating Income | $1.07B | $1.12B | $1.07B | $1.12B | $1.33B | $339M | $634M | $639M | $724M | $787M | $565M | $626M | |
| Interest Expense | $80M | $76M | $76M | $85M | $94M | $88M | $68M | $62M | $85M | $77M | $75M | $74M | |
| Pretax Income | · | · | · | · | · | $848M | $1.11B | $639M | $724M | $787M | $565M | $626M | |
| Income Tax | $231M | $237M | $221M | $225M | $254M | $25M | $143M | $122M | $247M | $119M | $195M | $220M | |
| Net Income | $842M | $887M | $852M | $898M | $2.00B | $732M | $897M | $530M | $475M | $649M | $352M | $452M | |
| EPS (Basic) | $10.08 | $10.57 | $10.06 | $10.55 | $23.44 | $8.25 | $9.98 | $5.95 | $5.40 | $7.47 | $4.02 | $5.07 | |
| EPS (Diluted) | $10.08 | $10.57 | $10.05 | $10.53 | $23.30 | $8.20 | $9.85 | $5.85 | $5.28 | $7.33 | $3.94 | $4.97 | |
| Shares (Basic) | 83,500,000 | 83,900,000 | 84,700,000 | 85,100,000 | 85,100,000 | 88,700,000 | 89,900,000 | 89,000,000 | 87,800,000 | 86,900,000 | 87,600,000 | 89,000,000 | |
| Shares (Diluted) | 83,500,000 | 83,900,000 | 84,800,000 | 85,300,000 | 85,600,000 | 89,200,000 | 91,000,000 | 90,600,000 | 89,800,000 | 88,500,000 | 89,400,000 | 91,000,000 | |
| EBITDA | $1.16B | $1.21B | $1.15B | $1.22B | $1.52B | $1.15B | $1.37B | $849M | $831M | $921M | $697M | $770M |
Balance Sheet 11
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.73B | $1.41B | $1.23B | $872M | $2.13B | $1.67B | $2.31B | $1.51B | $2.34B | $2.11B | $1.22B | $1.34B | |
| Goodwill | $327M | $305M | $305M | $246M | $246M | $176M | $176M | $176M | $199M | $199M | $199M | $201M | |
| Intangibles | $189M | $203M | $213M | $108M | $106M | $34M | $43M | $54M | $26M | $34M | $41M | $49M | |
| Total Assets | $32.64B | $30.84B | $29.79B | $28.83B | $28.93B | $73.71B | $70.13B | $63.46B | $60.66B | $55.07B | $49.84B | $47.51B | |
| Total Liabilities | $27.82B | $26.37B | $25.53B | $24.78B | $23.92B | $66.92B | $63.86B | $58.48B | $55.32B | $50.15B | $45.07B | $42.48B | |
| Long-term Debt | $1.82B | $1.48B | $1.48B | $1.50B | $1.96B | $1.96B | $1.47B | $1.30B | $1.30B | $1.28B | $998M | $1.06B | |
| Common Stock | $83M | $84M | $84M | $85M | $85M | $86M | $90M | $89M | $88M | $87M | $87M | $88M | |
| AOCI | $-50M | $-240M | $-319M | $-543M | $119M | $1.27B | $863M | $48M | $813M | $375M | $304M | $727M | |
| Stockholders' Equity | $4.82B | $4.47B | $4.26B | $4.05B | $5.01B | $6.79B | $6.27B | $4.97B | $5.33B | $4.92B | $4.59B | $4.88B | |
| Liabilities + Equity | $32.64B | $30.84B | $29.79B | $28.83B | $28.93B | $73.71B | $70.13B | $63.46B | $60.66B | $55.07B | $49.84B | $47.53B | |
| Shares Outstanding | 83,422,202 | 83,978,258 | 83,635,807 | 85,204,006 | 84,920,965 | 86,345,246 | 90,303,686 | 89,291,724 | 88,275,460 | 86,924,399 | 87,474,452 | 87,708,793 |
Cash Flow 15
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $86M | $81M | $78M | $100M | $187M | $299M | $259M | $210M | $107M | $134M | $134M | $144M | |
| Deferred Tax | $41M | $8M | $37M | · | · | · | · | · | · | · | · | · | |
| Amort. of Intangibles | $20M | $20M | $15M | $11M | $6M | $12M | $11M | $9M | $8M | $8M | $8M | $19M | |
| Other Non-cash | $564M | $184M | $1.04B | $155M | $-468M | $1.15B | $1.30B | $1.34B | $1.22B | $367M | $873M | $626M | |
| Operating Cash Flow | $1.53B | $1.15B | $1.97B | $1.15B | $1.71B | $2.18B | $2.46B | $2.08B | $1.80B | $1.15B | $1.35B | $1.23B | |
| Investing Cash Flow | $-835M | $95M | $414M | $-1.05B | $-436M | $-1.56B | $-3.06B | $-5.35B | $-3.29B | $-2.98B | $-4.57B | $-3.63B | |
| Debt Issued | $344M | $0 | $0 | $0 | $0 | $634M | $315M | $0 | $712M | $302M | $145M | $145M | |
| Net Debt Issued | $344M | $0 | $-21M | $-477M | $0 | $484M | $165M | $0 | $-33M | $284M | $-47M | $143M | |
| Stock Issued | $12M | $17M | $15M | $16M | $66M | $22M | $36M | $33M | $37M | $35M | $61M | $47M | |
| Stock Repurchased | $99M | $0 | $213M | $11M | $319M | $313M | $0 | $6M | $0 | $133M | $126M | $191M | |
| Net Stock Activity | $-87M | $17M | $-198M | $5M | $-253M | $-291M | $36M | $27M | $37M | $-98M | $-65M | $-144M | |
| Dividends Paid | $606M | $788M | $684M | $1.21B | $2.37B | $334M | $444M | $394M | $417M | $185M | $176M | $167M | |
| Financing Cash Flow | $-377M | $-1.07B | $-2.03B | $-1.36B | $-1.96B | $-123M | $1.41B | $2.44B | $1.72B | $2.72B | $3.10B | $2.10B | |
| Net Change in Cash | $321M | $181M | $353M | $-1.26B | $-679M | $496M | $799M | $-823M | $231M | $887M | $-123M | $-296M | |
| Taxes Paid | $168M | $201M | $201M | $242M | $212M | $179M | $278M | $156M | $194M | $308M | $234M | $347M |
Profitability 7
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 13.1% | 13.5% | 13.7% | 16.0% | 20.4% | 10.7% | 13.5% | 8.9% | 10.5% | 12.1% | 9.2% | 11.0% | |
| Net Margin | 10.3% | 10.7% | 10.9% | 12.8% | 30.4% | 9.3% | 10.9% | 7.4% | 6.9% | 10.0% | 5.7% | 7.9% | |
| Pretax Margin | · | · | · | · | · | 10.7% | 13.5% | 8.9% | 10.5% | 12.1% | 9.2% | 11.0% | |
| EBITDA Margin | 14.2% | 14.5% | 14.7% | 17.4% | 23.2% | 14.5% | 16.6% | 11.9% | 12.1% | 14.2% | 11.3% | 13.5% | |
| ROA | 2.6% | 2.9% | 2.9% | 3.1% | 3.9% | 1.0% | 1.3% | 0.85% | 0.82% | 1.2% | 0.72% | 1.0% | |
| ROE | 18.1% | 20.3% | 20.5% | 19.8% | 33.8% | 11.2% | 16.0% | 10.3% | 9.3% | 13.7% | 7.4% | 9.5% | |
| ROIC | · | · | · | · | · | 10.6% | 13.9% | 10.4% | 8.9% | 13.6% | 8.1% | 8.3% |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 13.4 | 14.8 | 14.1 | 13.2 | 14.2 | 9.6 | 16.3 | 10.3 | 8.5 | 10.2 | 7.6 | 8.6 |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
Growth Rates 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -1.8% | 6.3% | 11.2% | 7.4% | 13.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.1% | 8.3% | 10.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -4.6% | 5.2% | -4.6% | -54.8% | 184.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -1.5% | -23.2% | 7.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 4.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -5.1% | 4.1% | -5.1% | -55.0% | 172.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -2.1% | -23.7% | 5.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 2.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 12.7% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 12
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.17B | $8.32B | $7.83B | $7.04B | $6.55B | $5.77B | $6.21B | $7.15B | $6.87B | $6.50B | $6.14B | $5.73B | |
| Net Income TTM | $842M | $887M | $852M | $898M | $2.00B | $732M | $897M | $530M | $475M | $649M | $352M | $452M | |
| Market Cap | $11.40B | $11.50B | $9.94B | $11.70B | $11.66B | $7.57B | $9.90B | $8.08B | $9.58B | $7.66B | $6.31B | $5.33B | |
| P/E | 13.6 | 13.0 | 11.8 | 13.0 | 5.9 | 10.7 | 11.1 | 15.5 | 20.6 | 12.0 | 18.3 | 12.2 | |
| P/S | 1.4 | 1.4 | 1.3 | 1.7 | 1.8 | 1.3 | 1.6 | 1.1 | 1.4 | 1.2 | 1.0 | 0.9 | |
| P/B | 2.4 | 2.6 | 2.3 | 2.9 | 2.3 | 1.1 | 1.6 | 1.6 | 1.8 | 1.6 | 1.4 | 1.1 | |
| P / Tangible Book | 2.6 | 2.9 | 2.7 | 3.2 | 2.5 | 1.1 | · | · | · | · | · | · | |
| P / Cash Flow | 7.4 | 10.0 | 5.0 | 10.1 | 6.8 | 3.5 | 4.0 | 3.9 | 5.3 | 6.7 | 4.6 | 4.4 | |
| Dividend Yield | 5.3% | 6.9% | 6.9% | 10.4% | 20.4% | 4.4% | 4.5% | 4.9% | 4.3% | 2.4% | 2.8% | 3.1% | |
| Earnings Yield | 7.4% | 7.7% | 8.5% | 7.7% | 17.0% | 9.4% | 9.0% | 6.5% | 4.9% | 8.3% | 5.5% | 8.2% | |
| Payout Ratio | 72.0% | 88.8% | 80.3% | 135.1% | 119.0% | 45.6% | 49.5% | 74.3% | 87.8% | 28.5% | 50.0% | 37.0% | |
| Annual Payout | $606M | $788M | $684M | $1.21B | $2.37B | $334M | $444M | $394M | $417M | $185M | $176M | $167M |
Income Statement 11
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.06B | $2.33B | $1.92B | $1.86B | $2.15B | $2.37B | $1.90B | $1.91B | $2.08B | $2.16B | $1.84B | $1.74B | $1.93B | $1.98B | $1.54B | $1.59B | |
| SG&A Expense | $466M | $529M | $534M | $530M | $480M | $518M | $506M | $503M | $480M | $497M | $485M | $473M | $427M | $445M | $432M | $414M | |
| Operating Income | $379M | $268M | $229M | $197M | $320M | $229M | $271M | $304M | $335M | $219M | $255M | $264M | $346M | $210M | $206M | $361M | |
| Interest Expense | $23M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $20M | $19M | $23M | $23M | |
| Income Tax | $80M | $53M | $55M | $43M | $65M | $48M | $62M | $62M | $72M | $42M | $55M | $52M | $70M | $45M | $39M | $71M | |
| Net Income | $299M | $215M | $174M | $154M | $255M | $181M | $209M | $242M | $263M | $177M | $200M | $212M | $276M | $165M | $167M | $290M | |
| EPS (Basic) | $3.59 | $2.58 | $2.07 | $1.84 | $3.03 | $2.16 | $2.49 | $2.89 | $3.12 | $2.10 | $2.35 | $2.49 | $3.24 | $1.93 | $1.97 | $3.41 | |
| EPS (Diluted) | $3.59 | $2.58 | $2.07 | $1.84 | $3.03 | $2.16 | $2.49 | $2.89 | $3.13 | $2.09 | $2.34 | $2.49 | $3.24 | $1.93 | $1.96 | $3.40 | |
| Shares (Basic) | -167,200,000 | 83,400,000 | 83,500,000 | 83,800,000 | -167,600,000 | 83,900,000 | 83,900,000 | 83,700,000 | -170,200,000 | 84,600,000 | 85,100,000 | 85,200,000 | -170,200,000 | 85,200,000 | 85,100,000 | 85,000,000 | |
| Shares (Diluted) | -167,200,000 | 83,400,000 | 83,500,000 | 83,800,000 | -167,700,000 | 83,900,000 | 83,900,000 | 83,800,000 | -170,500,000 | 84,700,000 | 85,200,000 | 85,400,000 | -170,600,000 | 85,400,000 | 85,300,000 | 85,200,000 | |
| EBITDA | · | $268M | $229M | $219M | · | $229M | $271M | $324M | · | $219M | $255M | $284M | · | $210M | $206M | $387M |
Balance Sheet 11
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.73B | $1.84B | $1.27B | $1.28B | $1.41B | $1.32B | $1.12B | $1.09B | · | $1.22B | $988M | $857M | · | $794M | $967M | $1.18B | |
| Goodwill | $327M | $327M | $305M | $305M | $305M | $305M | $305M | $305M | $305M | $305M | $246M | $246M | $246M | $246M | $246M | $246M | |
| Intangibles | $189M | $192M | $193M | $198M | $203M | $199M | $204M | $208M | · | $217M | $102M | $105M | · | $111M | $101M | $104M | |
| Total Assets | $32.64B | $33.83B | $30.67B | $30.29B | $30.84B | $32.59B | $29.91B | $30.00B | · | $30.82B | $29.05B | $28.48B | · | $29.53B | $28.08B | $28.76B | |
| Total Liabilities | $27.82B | $29.10B | $26.15B | $25.90B | $26.37B | $27.88B | $25.53B | $25.76B | · | $26.84B | $25.05B | $24.54B | · | $25.60B | $24.02B | $23.93B | |
| Long-term Debt | $1.82B | $1.82B | $1.48B | $1.48B | $1.48B | $1.48B | $1.48B | $1.48B | · | $1.47B | $1.47B | $1.48B | · | $1.53B | $1.54B | $1.92B | |
| Common Stock | $83M | $83M | $83M | $84M | $84M | $84M | $84M | $84M | · | $84M | $85M | $85M | · | $85M | $85M | $85M | |
| AOCI | $-50M | $-73M | $-132M | $-179M | $-240M | $-136M | $-331M | $-315M | · | $-570M | $-511M | $-451M | · | $-602M | $-348M | $-131M | |
| Stockholders' Equity | $4.82B | $4.73B | $4.52B | $4.39B | $4.47B | $4.71B | $4.38B | $4.24B | · | $3.98B | $3.99B | $3.94B | · | $3.93B | $4.07B | $4.83B | |
| Liabilities + Equity | $32.64B | $33.83B | $30.67B | $30.29B | $30.84B | $32.59B | $29.91B | $30.00B | · | $30.82B | $29.05B | $28.48B | · | $29.53B | $28.08B | $28.76B | |
| Shares Outstanding | 83,422,202 | 83,401,430 | 83,385,661 | 83,668,453 | 83,978,258 | 83,923,446 | 83,897,267 | 83,857,354 | 83,635,807 | 84,135,710 | 84,858,528 | 85,171,658 | 85,204,006 | 85,140,521 | 85,154,263 | 85,102,829 |
Cash Flow 13
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $22M | $20M | $22M | $22M | $21M | $21M | $19M | $20M | $18M | $21M | $19M | $20M | $22M | $25M | $27M | $26M | |
| Amort. of Intangibles | $5M | $5M | $5M | $5M | $6M | $5M | $4M | $5M | $4M | $5M | $3M | $3M | $4M | $2M | $3M | $2M | |
| Other Non-cash | · | · | · | $166M | · | · | · | $-155M | · | · | · | $171M | · | · | · | $187M | |
| Operating Cash Flow | $784M | $216M | $191M | $342M | $674M | $459M | $-88M | $107M | $756M | $696M | $115M | $403M | $110M | $529M | $11M | $503M | |
| Investing Cash Flow | $-764M | $-130M | $36M | $23M | $-21M | $122M | $149M | $-155M | $-45M | $91M | $295M | $73M | $11M | $-561M | $610M | $-1.11B | |
| Debt Issued | $0 | · | · | · | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | $0 | · | · | · | $-16M | · | · | · | $-50M | |
| Stock Issued | $3M | $2M | $4M | $3M | $4M | $3M | $4M | $6M | $4M | $3M | $4M | $4M | $4M | $3M | $4M | $5M | |
| Stock Repurchased | $1M | $1M | $39M | $58M | $0 | $0 | $0 | $0 | $60M | $86M | $43M | $24M | $1M | $5M | $0 | $5M | |
| Net Stock Activity | · | · | · | $-55M | · | · | · | $6M | · | · | · | $-20M | · | · | · | $0 | |
| Dividends Paid | $239M | $66M | $68M | $233M | $403M | $58M | $59M | $268M | $186M | $52M | $53M | $393M | $224M | $47M | $726M | $216M | |
| Financing Cash Flow | $-135M | $488M | $-235M | $-495M | $-569M | $-380M | $-27M | $-90M | $-707M | $-554M | $-279M | $-491M | $-43M | $-141M | $-835M | $-342M | |
| Net Change in Cash | $-115M | $574M | $-8M | $-130M | $84M | $201M | $34M | $-138M | $4M | $233M | $131M | $-15M | $78M | $-173M | $-214M | $-950M |
Profitability 5
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | 11.5% | 11.9% | 10.6% | · | 9.7% | 14.3% | 16.0% | · | 10.1% | 13.9% | 15.2% | · | 10.6% | 13.4% | 22.7% | |
| Net Margin | · | 9.2% | 9.0% | 8.3% | · | 7.6% | 11.0% | 12.7% | · | 8.2% | 10.9% | 12.2% | · | 8.3% | 10.8% | 18.3% | |
| EBITDA Margin | · | 11.5% | 11.9% | 11.8% | · | 9.7% | 14.3% | 17.0% | · | 10.1% | 13.9% | 16.3% | · | 10.6% | 13.4% | 24.4% | |
| ROA | · | 0.65% | 0.57% | 0.51% | · | 0.57% | 0.71% | 0.83% | · | 0.59% | 0.70% | 0.74% | · | 0.55% | 0.59% | 0.56% | |
| ROE | · | 4.6% | 3.9% | 3.6% | · | 4.2% | 5.0% | 5.9% | · | 4.5% | 5.0% | 4.8% | · | 3.6% | 3.5% | 5.0% |
Liquidity & Solvency 1
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | 14.1 | 12.1 | 10.4 | · | 12.1 | 14.3 | 16.0 | · | 11.5 | 13.4 | 13.9 | · | 11.1 | 9.0 | 15.7 |
Efficiency 1
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.0 |
Valuation (TTM) 10
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $8.48B | $8.05B | $8.03B | · | $8.34B | $7.81B | $7.65B | · | $7.73B | $7.10B | $6.85B | · | $6.87B | $6.41B | $6.38B | |
| Net Income TTM | · | $724M | $718M | $786M | · | $809M | $828M | $831M | · | $754M | $744M | $834M | · | $841M | $1.68B | $1.93B | |
| Market Cap | · | $12.15B | $10.52B | $10.99B | · | $11.30B | $10.32B | $11.44B | · | $9.40B | $10.08B | $10.35B | · | $10.47B | $11.82B | $12.39B | |
| P/E | · | 16.8 | 14.7 | 14.0 | · | 14.0 | 12.5 | 13.9 | · | 12.6 | 13.6 | 12.4 | · | 12.5 | 7.1 | 6.5 | |
| P/S | · | 1.4 | 1.3 | 1.4 | · | 1.4 | 1.3 | 1.5 | · | 1.2 | 1.4 | 1.5 | · | 1.5 | 1.8 | 1.9 | |
| P/B | · | 2.6 | 2.3 | 2.5 | · | 2.4 | 2.4 | 2.7 | · | 2.4 | 2.5 | 2.6 | · | 2.7 | 2.9 | 2.6 | |
| P / Tangible Book | · | 2.9 | 2.6 | 2.8 | · | 2.7 | 2.7 | 3.1 | · | 2.7 | 2.8 | 2.9 | · | 2.9 | 3.2 | 2.8 | |
| P / Cash Flow | · | · | · | 32.1 | · | · | · | 107.0 | · | · | · | 25.7 | · | · | · | 24.6 | |
| Earnings Yield | · | 5.9% | 6.8% | 7.1% | · | 7.1% | 8.0% | 7.2% | · | 7.9% | 7.3% | 8.1% | · | 8.0% | 14.1% | 15.4% | |
| Payout Ratio | · | · | · | 151.3% | · | · | · | 110.7% | · | · | · | 185.4% | · | · | · | 74.5% |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $8.17B | $8.32B | $7.83B | $7.04B | $6.55B |
| Operating Margin % | 13.1% | 13.5% | 13.7% | 16.0% | 20.4% |
| Net Income | $842M | $887M | $852M | $898M | $2.00B |
| Diluted EPS | $10.08 | $10.57 | $10.05 | $10.53 | $23.30 |
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the ➕ next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Institutional owners (13F) 543 filers · $5.2B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 86 (+5 vs prior Q) | 58 (-30 vs prior Q) | 183 (0 vs prior Q) | 135 (-12 vs prior Q) | +5.2M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| FMR LLC | $514,963,822 | 3,679,890 | 9.88% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $501,008,430 | 3,580,166 | 9.61% | Shares |
| STATE STREET CORP | $431,029,474 | 3,080,102 | 8.27% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $423,501,681 | 3,026,309 | 8.12% | Shares |
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN | $314,201,405 | 2,245,258 | 6.03% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $213,916,622 | 1,528,631 | 4.10% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $205,123,119 | 1,465,460 | 3.93% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $196,304,075 | 1,402,773 | 3.76% | Shares |
| NORGES BANK | $132,374,004 | 945,934 | 2.54% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $104,204,222 | 744,635 | 2.00% | Shares |
| Balyasny Asset Management L.P. | $97,383,686 | 695,896 | 1.87% | Shares |
| Qube Research & Technologies Ltd | $85,862,566 | 613,567 | 1.65% | Shares |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $85,744,317 | 612,722 | 1.64% | Shares |
| AMERIPRISE FINANCIAL INC | $77,185,628 | 551,558 | 1.48% | Shares |
| GOLDMAN SACHS GROUP INC | $73,784,346 | 527,257 | 1.42% | Shares |
| MILLENNIUM MANAGEMENT LLC | $63,393,800 | 453,007 | 1.22% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $60,586,463 | 432,946 | 1.16% | Shares |
| VANGUARD GROUP INC | $57,656,955 | 421,839 | 1.11% | Shares |
| Bahl & Gaynor LLC | $54,956,817 | 392,717 | 1.05% | Shares |
| JARISLOWSKY, FRASER Ltd | $53,884,924 | 369,784 | 1.03% | Shares |
| 1832 Asset Management L.P. | $51,470,632 | 367,805 | 0.99% | Shares |
| Wealthquest Corp | $48,050,218 | 343,363 | 0.92% | Shares |
| BlackRock, Inc. | $45,328,665 | 323,915 | 0.87% | Shares |
| AMERICAN CENTURY COMPANIES INC | $44,171,486 | 315,645 | 0.85% | Shares |
| Woodline Partners LP | $43,370,905 | 309,925 | 0.83% | Shares |
| Boston Trust Walden Corp | $41,676,091 | 297,814 | 0.80% | Shares |
| JOHNSON INVESTMENT COUNSEL INC | $35,532,488 | 253,912 | 0.68% | Shares |
| Allianz Asset Management GmbH | $31,908,279 | 228,014 | 0.61% | Shares |
| Gotham Asset Management, LLC | $30,726,346 | 219,568 | 0.59% | Shares |
| CITADEL ADVISORS LLC | $30,068,208 | 214,865 | 0.58% | Shares |
| Assenagon Asset Management S.A. | $29,144,184 | 208,262 | 0.56% | Shares |
| ProShare Advisors LLC | $28,496,682 | 203,635 | 0.55% | Shares |
| Alyeska Investment Group, L.P. | $27,824,970 | 198,835 | 0.53% | Shares |
| BARCLAYS PLC | $27,623,178 | 197,393 | 0.53% | Shares |
| RHUMBLINE ADVISERS | $26,528,232 | 189,569 | 0.51% | Shares |
| Lighthouse Investment Partners, LLC | $22,133,750 | 158,166 | 0.42% | Shares |
| BANK OF AMERICA CORP /DE/ | $21,218,402 | 151,625 | 0.41% | Shares |
| FRANKLIN RESOURCES INC | $21,218,263 | 151,624 | 0.41% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $21,157,109 | 151,187 | 0.41% | Shares |
| Retirement Systems of Alabama | $21,106,450 | 150,825 | 0.40% | Shares |
| Squarepoint Ops LLC | $20,197,540 | 144,330 | 0.39% | Shares |
| California Public Employees Retirement System | $19,305,143 | 137,953 | 0.37% | Shares |
| Swiss National Bank | $18,709,978 | 133,700 | 0.36% | Shares |
| CIBC Bancorp USA Inc. | $16,904,752 | 120,800 | 0.32% | Shares |
| Man Group plc | $16,677,909 | 119,179 | 0.32% | Shares |
| ALGERT GLOBAL LLC | $15,158,301 | 108,320 | 0.29% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $14,581,748 | 104,200 | 0.28% | Shares |
| Freestone Grove Partners LP | $14,415,639 | 103,013 | 0.28% | Shares |
| VIKING FUND MANAGEMENT LLC | $14,133,940 | 101,000 | 0.27% | Shares |
| Brandywine Global Investment Management, LLC | $13,971,840 | 102,223 | 0.27% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $13,523,395 | 102,483 | 0.26% | Shares |
| ALLIANCEBERNSTEIN L.P. | $13,321,047 | 104,307 | 0.26% | Shares |
| Trexquant Investment LP | $12,687,380 | 90,663 | 0.24% | Shares |
| PFA Pension, Forsikringsaktieselskab | $12,479,010 | 89,174 | 0.24% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12,470,501 | 90,701 | 0.24% | Shares |
| TWO SIGMA INVESTMENTS, LP | $12,139,795 | 86,750 | 0.23% | Shares |
| Hudson Bay Capital Management LP | $11,478,299 | 82,023 | 0.22% | Shares |
| HSBC HOLDINGS PLC | $11,381,620 | 80,778 | 0.22% | Shares |
| EULAV Asset Management | $11,306,032 | 80,792 | 0.22% | Shares |
| Bridgewater Associates, LP | $10,913,781 | 77,989 | 0.21% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $10,173,379 | 79,660 | 0.20% | Shares |
| Cambria Investment Management, L.P. | $9,586,590 | 68,505 | 0.18% | Shares |
| Quantinno Capital Management LP | $9,087,199 | 64,936 | 0.17% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $8,962,597 | 64,046 | 0.17% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $8,563,208 | 61,192 | 0.16% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $8,509,891 | 60,811 | 0.16% | Shares |
| Holocene Advisors, LP | $8,357,357 | 59,721 | 0.16% | Shares |
| Mirae Asset Global Investments Co., Ltd. | $8,085,313 | 57,777 | 0.16% | Shares |
| VAN ECK ASSOCIATES CORP | $8,045,990 | 57,496 | 0.15% | Shares |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7,875,124 | 56,275 | 0.15% | Shares |
| UBS Group AG | $7,792,839 | 55,687 | 0.15% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $7,632,887 | 54,544 | 0.15% | Shares |
| D. E. Shaw & Co., Inc. | $7,461,461 | 53,319 | 0.14% | Shares |
| Allworth Financial LP | $7,187,157 | 51,359 | 0.14% | Shares |
| Schonfeld Strategic Advisors LLC | $6,990,142 | 49,951 | 0.13% | Shares |
| BANK OF NOVA SCOTIA | $6,759,662 | 48,304 | 0.13% | Shares |
| Engineers Gate Manager LP | $6,582,778 | 47,040 | 0.13% | Shares |
| Mariner, LLC | $6,487,521 | 46,359 | 0.12% | Shares |
| APG Asset Management N.V. | $6,326,248 | 51,685 | 0.12% | Shares |
| CAPITAL FUND MANAGEMENT S.A. | $6,305,696 | 45,060 | 0.12% | Shares |
| Y-Intercept (Hong Kong) Ltd | $6,208,018 | 44,362 | 0.12% | Shares |
| Sheaff Brock Investment Advisors, LLC | $6,095,047 | 46,407 | 0.12% | Shares |
| Legal & General Group Plc | $5,667,849 | 40,502 | 0.11% | Shares |
| Caisse de depot et placement du Quebec | $5,597,600 | 40,000 | 0.11% | Shares |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $5,525,951 | 39,488 | 0.11% | Shares |
| NISA INVESTMENT ADVISORS, LLC | $5,245,791 | 37,486 | 0.10% | Shares |
| Illinois Municipal Retirement Fund | $5,205,908 | 37,201 | 0.10% | Shares |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $5,143,775 | 36,757 | 0.10% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $5,107,810 | 36,500 | 0.10% | Shares |
| Nuveen, LLC | $4,991,100 | 35,666 | 0.10% | Shares |
| STOREBRAND ASSET MANAGEMENT AS | $4,979,205 | 35,581 | 0.10% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $4,911,629 | 35,104 | 0.09% | Shares |
| TUDOR INVESTMENT CORP ET AL | $4,845,283 | 34,624 | 0.09% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $4,801,201 | 34,309 | 0.09% | Shares |
| Stenham Asset Management (UK) Plc | $4,742,796 | 34,700 | 0.09% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4,649,283 | 36,405 | 0.09% | Shares |
| MetLife Investment Management, LLC | $4,640,270 | 33,159 | 0.09% | Shares |
| BRIDGES INVESTMENT MANAGEMENT INC | $4,514,464 | 32,260 | 0.09% | Shares |
| NORTHERN TRUST CORP | $4,474,022 | 31,971 | 0.09% | Shares |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $4,417,327 | 31,566 | 0.08% | Shares |
Company insiders 30 insiders · 12 officers · 21 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Carl H. Lindner III | Co-CEO | Feb. 26, 2026 A | 3,150,068 | 0 | 0 | $0 |
| S. Craig Lindner | Co-CEO | Feb. 26, 2026 A | 2,868,715 | 0 | 0 | $0 |
| Brian S. Hertzman | SVP, CFO | Feb. 22, 2026 F | 10,573 | 0 | 1 | $-253,240 |
| John B Berding | President | Feb. 26, 2026 A | 77,616 | 0 | 0 | $0 |
| David Lawrence Thompson Jr | President of Subsidiary | Feb. 23, 2026 F | 590,242 | 0 | 0 | $0 |
| Mark A Weiss | Sr. VP & General Counsel | Feb. 23, 2026 F | 8,715 | 0 | 0 | $0 |
| Michelle A Gillis | Senior Vice President | Feb. 23, 2026 F | 12,370 | 0 | 0 | $0 |
| Vito C Peraino | Senior VP & Executive Counsel | May 19, 2023 G | 81,050 | 0 | 0 | $0 |
| Joseph E Consolino | Executive Vice President | Feb. 25, 2020 A | 214,093 | 0 | 0 | $0 |
| Keith A Jensen | Sr. Vice President | March 12, 2013 M | 32,382 | 0 | 0 | $0 |
| Thomas E Mischell | Sr. V.P. - Taxes | Oct. 18, 2012 M | 174,994 | 0 | 0 | $0 |
| Fred J Runk | Sr. Vice President & Treasurer | March 18, 2005 P | 251,493 | 0 | 0 | $0 |
| Stephen Craig Lindner Jr | Director | Feb. 23, 2026 F | 325,774 | 0 | 0 | $0 |
| Amy Y Murray | Director | June 1, 2025 A | 3,571 | 0 | 0 | $0 |
| Evans N Nwankwo | Director | June 1, 2025 A | 6,347 | 0 | 0 | $0 |
| Mary Beth Martin | Director | June 1, 2025 A | 10,194 | 0 | 0 | $0 |
| Roger K Newport | Director | June 1, 2025 A | 3,662 | 0 | 0 | $0 |
| Gregory G Joseph | Director | June 1, 2025 A | 47,293 | 0 | 0 | $0 |
| William W Verity | Director | June 1, 2025 A | 13,119 | 0 | 0 | $0 |
| John I Von Lehman | Director | June 1, 2025 A | 12,463 | 0 | 0 | $0 |
| James E Evans | Director | June 3, 2024 A | 106,581 | 0 | 0 | $0 |
| Terry S Jacobs | Director | June 12, 2023 S | 7,500 | 0 | 0 | $0 |
| Virginia Drosos | Director | June 1, 2021 A | 12,619 | 0 | 0 | $0 |
| Kenneth C Ambrecht | Director | Sept. 1, 2020 P | 60,455 | 0 | 0 | $0 |
| Theodore H Emmerich | Director | May 15, 2013 M | 63,615 | 0 | 0 | $0 |
| LINDNER CARL H | Director | Oct. 1, 2010 G | 1,047,932 | 0 | 0 | $0 |
| William R Martin | Director | May 14, 2008 M | 42,010 | 0 | 0 | $0 |
| William A Shutzer | Director | June 1, 2004 A | 2,799 | 0 | 0 | $0 |
| AMERICAN FINANCIAL GROUP INC | 10% owner | Dec. 7, 2016 S | 2,572,111 | 0 | 0 | $0 |
| LINDNER KEITH E | 10% owner | Feb. 19, 2004 G | 2,846,626 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 5 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| S. Craig Lindner ×5 filings | April 15, 2026 | 6.20% | Amendment | — | SEC |
| Carl H. Lindner III ×6 filings | April 15, 2026 | 6.80% | Amendment | — | SEC |
| American Financial Group, Inc., Great American Insurance Company ×18 filings | Aug. 8, 2023 | — | Initial filing | M&A / sale | SEC |
| Edyth B. Lindner ×3 filings | May 12, 2022 | — | Initial filing | — | SEC |
| S.S. OR ×37 filings | Oct. 27, 2011 | — | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 125 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| KBWP · Invesco Exchange-Traded Fund Trust … | 3.04% | 56,570 SH | Aug. 8, 2026 | Daily |
| SOVF · Elevation Series Trust | 2.43% | 17,199 NS | April 30, 2026 | N-PORT |
| LYLD · Cambria ETF Trust | 1.79% | 808 NS | April 30, 2026 | N-PORT |
| REGL · ProShares Trust | 1.56% | 201,645 NS | May 31, 2026 | N-PORT |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1.32% | 68,001 SH | Aug. 8, 2026 | Daily |
| IAK · iShares Trust | 1.08% | 40,878 SH | Aug. 8, 2026 | Daily |
| XMHQ · Invesco Exchange-Traded Fund Trust | 1.07% | 412,061 SH | Aug. 8, 2026 | Daily |
| XMVM · Invesco Exchange-Traded Fund Trust | 1.06% | 36,917 SH | Aug. 8, 2026 | Daily |
| SYLD · Cambria ETF Trust | 0.98% | 70,850 NS | April 30, 2026 | N-PORT |
| HSMV · First Trust Exchange-Traded Fund III | 0.86% | 1,969 NS | April 30, 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0.62% | 49,919 NS | April 30, 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 0.48% | 1,384 NS | April 30, 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0.47% | 979,896 | Aug. 8, 2026 | Daily |
| QDEF · FlexShares Trust | 0.45% | 17,928 NS | April 30, 2026 | N-PORT |
| LOWV · AB Active ETFs, Inc. | 0.40% | 6,250 NS | May 31, 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.39% | 9,215 NS | April 30, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.35% | 32,520 SH | Aug. 8, 2026 | Daily |
| IJJ · iShares Trust | 0.34% | 210,465 SH | Aug. 8, 2026 | Daily |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.33% | 35,521 SH | Aug. 8, 2026 | Daily |
| XJH · iShares Trust | 0.32% | 9,337 SH | Aug. 8, 2026 | Daily |
| FFSM · FIDELITY COVINGTON TRUST | 0.30% | 29,298 NS | April 30, 2026 | N-PORT |
| QLV · FlexShares Trust | 0.30% | 3,822 NS | April 30, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.30% | 9,023 SH | Aug. 8, 2026 | Daily |
| IJH · iShares Trust | 0.28% | 2,379,472 SH | Aug. 8, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.27% | 7,947 NS | April 30, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.26% | 2,454 NS | April 30, 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.26% | 111,486 SH | Aug. 8, 2026 | Daily |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.25% | 11,913 NS | May 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.24% | 11,355 NS | April 30, 2026 | N-PORT |
| PFF · iShares Trust | 0.24% | 1,705,648 SH | Aug. 8, 2026 | Daily |
| DFVE · DoubleLine ETF Trust | 0.23% | 490 NS | March 31, 2026 | N-PORT |
| SCHD · SCHWAB STRATEGIC TRUST | 0.23% | 1,654,916 NS | May 31, 2026 | N-PORT |
| ISCV · iShares Trust | 0.22% | 10,655 SH | Aug. 8, 2026 | Daily |
| IJK · iShares Trust | 0.22% | 161,522 SH | Aug. 8, 2026 | Daily |
| FSMD · FIDELITY COVINGTON TRUST | 0.21% | 37,826 NS | April 30, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.20% | 967,503 SH | Aug. 8, 2026 | Daily |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.20% | 27,218 SH | Aug. 8, 2026 | Daily |
| MVV · ProShares Trust | 0.19% | 2,391 NS | May 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.19% | 29,023 NS | April 30, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.18% | 1,147 NS | April 30, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.18% | 186,099 NS | April 30, 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.17% | 187,082 NS | May 31, 2026 | N-PORT |
| ISCB · iShares Trust | 0.16% | 3,208 SH | Aug. 8, 2026 | Daily |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.16% | 5,228 NS | April 30, 2026 | N-PORT |
| IYF · iShares Trust | 0.15% | 44,550 SH | Aug. 8, 2026 | Daily |
| ESML · iShares Trust | 0.15% | 29,283 SH | Aug. 8, 2026 | Daily |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.15% | 2,376 NS | April 30, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.14% | 14,214 NS | April 30, 2026 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0.14% | 140,158 NS | May 31, 2026 | N-PORT |
| UMDD · ProShares Trust | 0.14% | 334 NS | May 31, 2026 | N-PORT |