AFG American Financial Group, Inc. Common Stock
NYSE · Insurance · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Feb 25, 2026
$139.10
· of 52w range
· above low
· to high
$123.0952w low
$150.0252w high
Market Cap (MRQ)
$11.60B
P/E (TTM)
13.8
EPS (TTM)
$10.08
Revenue (TTM)
$8.17B
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52W Range
$123–$150
Analyst Rating
HOLD
Price Target
$156
P/E
13.8
ROE
18.1%
Net Profit Margin
10.3%
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AFG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$139.10
Market Cap (MRQ)
$11.60B
P/E (TTM)
13.8
EPS (TTM)
$10.08
Revenue (TTM)
$8.17B
Div Yield
5.2%
ROE (TTM)
18.1%
52W Range
$123–$150
AFG Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Dec. 18, 2006 | 3-for-2 | Forward |
| March 14, 1988 | 2-for-1 | Forward |
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.
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
National General Corporation, run by Gene Klein, acquired Great American in 1968. Carl Lindner, Jr. later acquired National General, and then sold off its other operations.
By December 1988, the company had a flight department at Lunken Airport.
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 ↗
sectorFinancials
industryInsurance
employees8,500
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$8.17B2016-12-31 → 2025-12-31
EPS$10.082016-12-31 → 2025-12-31
Net margin10.3%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | AFG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 13.85Y avg ≈11.5 | ≈11.5 | 12.2 | Overvalued | |
| P/S (TTM) | 1.45Y avg ≈1.5 | ≈1.5 | 1.4 | Fair value | |
| P/B (MRQ) | 2.45Y avg ≈2.5 | ≈2.5 | 1.7 | Overvalued | |
| Price / Cash Flow | 7.65Y avg ≈7.9 | ≈7.9 | 7.4 | Fair value | |
| Price / Tangible Book (MRQ) | 2.55Y avg ≈2.8 | ≈2.8 | · | · | |
| PEG Ratio | ≈3.3 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | AFG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 13.1%5Y avg ≈15.3% | ≈15.3% | · | · | |
| EBITDA Margin (TTM) | 14.2%5Y avg ≈16.8% | ≈16.8% | 10.4% | Top tier | |
| Net Profit Margin (TTM) | 10.3%5Y avg ≈15.0% | ≈15.0% | 12.9% | Weak | |
| ROA (TTM) | 2.7%5Y avg ≈3.1% | ≈3.1% | 3.2% | Weak | |
| ROE (TTM) | 18.1%5Y avg ≈22.5% | ≈22.5% | 16.2% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | AFG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Interest Coverage | 13.45Y avg ≈13.9 | ≈13.9 | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | AFG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -1.8%5Y avg ≈7.3% | ≈7.3% | · | · | |
| Revenue CAGR 3Y | 5.1%5Y avg ≈8.0% | ≈8.0% | · | · | |
| Revenue CAGR 5Y | 7.2% | · | · | · | |
| EPS YoY | -4.6%5Y avg ≈25.1% | ≈25.1% | · | · | |
| Net Income YoY | -5.1%5Y avg ≈22.3% | ≈22.3% | · | · | |
| EPS CAGR 3Y | -1.5%5Y avg ≈-5.9% | ≈-5.9% | · | · | |
| EPS CAGR 5Y | 4.2% | · | · | · | |
| Net Income CAGR 3Y | -2.1%5Y avg ≈-6.9% | ≈-6.9% | · | · | |
| Net Income CAGR 5Y | 2.8% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | AFG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.35Y avg ≈0.2 | ≈0.2 | 0.3 | In line | |
| Revenue / Employee | ≈$961.6K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield5.2%
Payout Ratio72.0%
Annualized Payout≈$3.52
5Y Div CAGR≈13.3%
Growth Streak≈3
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Jul 15, 2026 | $0.88 | USD | ≈5.1% |
| Apr 15, 2026 | $0.88 | USD | ≈5.3% |
| Feb 13, 2026 | $1.50 | USD | ≈6.9% |
| Jan 15, 2026 | $0.88 | USD | ≈5.6% |
| Nov 17, 2025 | $2.00 | USD | ≈5.2% |
| Oct 15, 2025 | $0.88 | USD | ≈6.8% |
| Jul 15, 2025 | $0.80 | USD | ≈7.3% |
| Apr 15, 2025 | $0.80 | USD | ≈7.2% |
| Mar 17, 2025 | $2.00 | USD | ≈7.1% |
| Jan 14, 2025 | $0.80 | USD | ≈7.1% |
| Nov 15, 2024 | $4.00 | USD | ≈6.8% |
| Oct 15, 2024 | $0.80 | USD | ≈5.1% |
| Jul 15, 2024 | $0.71 | USD | ≈5.4% |
| Apr 12, 2024 | $0.71 | USD | ≈5.3% |
| Feb 15, 2024 | $2.50 | USD | ≈5.4% |
| Jan 11, 2024 | $0.71 | USD | ≈6.8% |
| Nov 10, 2023 | $1.50 | USD | ≈9.3% |
| Oct 12, 2023 | $0.71 | USD | ≈7.9% |
| Jul 13, 2023 | $0.63 | USD | ≈7.3% |
| Apr 13, 2023 | $0.63 | USD | ≈13.5% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
3.8%
Next Report
Nov 02, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 3, 2026 | $2.82 | $2.33 | 20.9% |
| March 31, 2026 | $2.47 | $2.56 | -3.6% | |
| Dec. 31, 2025 | $3.65 | $3.35 | 9.1% | |
| Sept. 30, 2025 | $2.69 | $2.53 | 6.1% | |
| June 30, 2025 | $2.14 | $2.10 | 1.7% | |
| March 31, 2025 | $1.81 | $2.05 | -11.6% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| 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
| 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
| 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
| 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
| 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
| 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 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $57.78 | $53.18 | $50.91 | $47.56 | $59.02 | $78.63 | $69.42 | $55.66 | $60.38 | $56.55 | $52.50 | $55.63 | |
| Revenue / Share | $97.89 | $99.21 | $92.30 | $82.53 | $76.54 | $88.67 | $90.52 | $78.92 | $76.45 | $73.42 | $68.74 | $62.78 | |
| Cash Flow / Share | $18.36 | $13.73 | $23.23 | $13.52 | $20.02 | $24.47 | $26.99 | $22.99 | $20.09 | $12.99 | $15.18 | $13.43 | |
| Cash / Share | $20.70 | $16.74 | $14.65 | $10.23 | $25.09 | $32.54 | $25.62 | $16.97 | $26.49 | $24.24 | $13.95 | $15.31 | |
| Dividend / Share | $7.28 | $9.43 | $8.10 | $14.31 | $28.06 | $3.85 | $4.95 | $4.45 | $4.79 | $2.15 | $2.03 | $1.91 | |
| EPS (TTM) | $10.08 | $10.57 | $10.05 | $10.53 | $23.30 | $8.20 | $9.85 | $5.85 | $5.28 | $7.33 | $3.94 | $4.97 |
Growth Rates
| 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% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 12.7% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| 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
| 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) | · | 83,400,000 | 83,500,000 | 83,800,000 | · | 83,900,000 | 83,900,000 | 83,700,000 | · | 84,600,000 | 85,100,000 | 85,200,000 | · | 85,200,000 | 85,100,000 | 85,000,000 | |
| Shares (Diluted) | · | 83,400,000 | 83,500,000 | 83,800,000 | · | 83,900,000 | 83,900,000 | 83,800,000 | · | 84,700,000 | 85,200,000 | 85,400,000 | · | 85,400,000 | 85,300,000 | 85,200,000 | |
| EBITDA | · | $268M | $229M | $219M | · | $229M | $271M | $324M | · | $219M | $255M | $284M | · | $210M | $206M | $387M |
Balance Sheet
| 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
| 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
| 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
| 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
| 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 |
Per Share
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $56.71 | $54.16 | $52.49 | · | $56.10 | $52.25 | $50.56 | · | $47.32 | $47.05 | $46.27 | · | $46.18 | $47.76 | $56.81 | |
| Revenue / Share | · | $27.95 | $23.04 | $22.15 | · | $28.24 | $22.65 | $22.74 | · | $25.55 | $21.60 | $20.37 | · | $23.23 | $18.04 | $18.64 | |
| Cash Flow / Share | · | · | · | $4.08 | · | · | · | $1.28 | · | · | · | $4.72 | · | · | · | $5.90 | |
| Cash / Share | · | $22.09 | $15.21 | $15.25 | · | $15.75 | $13.36 | $12.96 | · | $14.51 | $11.64 | $10.06 | · | $9.33 | $11.36 | $13.88 | |
| Dividend / Share | $2.88 | $0.80 | $0.80 | $2.80 | $4.80 | $0.71 | $0.71 | $3.21 | $2.21 | $0.63 | $0.63 | $4.63 | $2.63 | $0.56 | $8.56 | $2.56 | |
| EPS (TTM) | · | $9.52 | · | · | · | $10.67 | $10.60 | $10.45 | · | $10.16 | $10.00 | $9.62 | · | $11.49 | $12.12 | $21.86 |
Valuation (TTM)
| 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 | · | $8.26B | · | · | · | $8.26B | $8.05B | $7.99B | · | $7.67B | $7.49B | $7.19B | · | $6.87B | $6.64B | $6.63B | |
| Net Income TTM | · | $798M | · | · | · | $895M | $891M | $882M | · | $865M | $853M | $820M | · | $977M | $1.03B | $1.87B | |
| 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 | · | 15.3 | · | · | · | 12.6 | 11.6 | 13.1 | · | 11.0 | 11.9 | 12.6 | · | 10.7 | 11.5 | 6.7 | |
| P/S | · | 1.5 | · | · | · | 1.4 | 1.3 | 1.4 | · | 1.2 | 1.3 | 1.4 | · | 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 | |
| Dividend Yield | · | 6.3% | · | · | · | 5.1% | 5.5% | 4.9% | · | 7.7% | 7.1% | 13.4% | · | 18.0% | 17.3% | 20.5% | |
| Earnings Yield | · | 6.5% | · | · | · | 7.9% | 8.6% | 7.7% | · | 9.1% | 8.4% | 7.9% | · | 9.3% | 8.7% | 15.0% | |
| Payout Ratio | · | · | · | 151.3% | · | · | · | 110.7% | · | · | · | 185.4% | · | · | · | 74.5% | |
| Annual Payout | · | $770M | · | · | · | $571M | $565M | $559M | · | $722M | $717M | $1.39B | · | $1.88B | $2.04B | $2.55B |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 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 |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 539 filers · $9.0B total · As of Sept. 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.
Holders
539
Value held
$9.0B
New positions
80
Exited positions
58
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 80 (-8 vs prior Q) | 58 (-31 vs prior Q) | 189 (+14 vs prior Q) | 142 (-18 vs prior Q) | +2.3M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $1,079,329,103 | 7,712,799 | 11.99% | Shares |
| VANGUARD GROUP INC | $997,409,726 | 7,297,408 | 11.08% | Shares |
| FMR LLC | $765,033,908 | 5,466,871 | 8.50% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $501,008,430 | 3,580,166 | 5.57% | Shares |
| STATE STREET CORP | $431,029,474 | 3,080,102 | 4.79% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $423,501,681 | 3,026,309 | 4.71% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $323,902,746 | 2,314,583 | 3.60% | Shares |
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN | $314,201,405 | 2,245,258 | 3.49% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $243,140,059 | 1,737,126 | 2.70% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $225,513,601 | 1,611,494 | 2.51% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $213,916,622 | 1,528,631 | 2.38% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $200,269,222 | 1,441,927 | 2.23% | Shares |
| GOLDMAN SACHS GROUP INC | $160,393,544 | 1,146,159 | 1.78% | Shares |
| NORGES BANK | $132,374,004 | 945,934 | 1.47% | Shares |
| MORGAN STANLEY | $118,021,147 | 843,366 | 1.31% | Shares |
| NORTHERN TRUST CORP | $112,470,338 | 803,704 | 1.25% | Shares |
| Invesco Ltd. | $104,221,720 | 744,760 | 1.16% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $104,204,222 | 744,635 | 1.16% | Shares |
| Bank of New York Mellon Corp | $102,589,745 | 733,098 | 1.14% | Shares |
| Balyasny Asset Management L.P. | $97,383,686 | 695,896 | 1.08% | Shares |
| Qube Research & Technologies Ltd | $85,862,566 | 613,567 | 0.95% | Shares |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $85,744,317 | 612,722 | 0.95% | Shares |
| AMERIPRISE FINANCIAL INC | $79,508,652 | 568,157 | 0.88% | Shares |
| Boston Trust Walden Corp | $71,342,671 | 509,809 | 0.79% | Shares |
| FIRST TRUST ADVISORS LP | $69,538,824 | 496,919 | 0.77% | Shares |
| MILLENNIUM MANAGEMENT LLC | $63,393,800 | 453,007 | 0.70% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $60,586,463 | 432,946 | 0.67% | Shares |
| Bahl & Gaynor LLC | $54,956,817 | 392,717 | 0.61% | Shares |
| BANK OF AMERICA CORP /DE/ | $53,938,525 | 385,440 | 0.60% | Shares |
| Allianz Asset Management GmbH | $53,926,998 | 385,358 | 0.60% | Shares |
| JARISLOWSKY, FRASER Ltd | $53,884,924 | 369,784 | 0.60% | Shares |
| 1832 Asset Management L.P. | $51,470,632 | 367,805 | 0.57% | Shares |
| UBS Group AG | $48,526,855 | 346,769 | 0.54% | Shares |
| Wealthquest Corp | $48,050,218 | 343,363 | 0.53% | Shares |
| CITADEL ADVISORS LLC | $46,964,284 | 335,603 | 0.52% | Shares |
| AMERICAN CENTURY COMPANIES INC | $44,171,486 | 315,645 | 0.49% | Shares |
| Woodline Partners LP | $43,370,905 | 309,925 | 0.48% | Shares |
| JPMORGAN CHASE & CO | $40,588,245 | 286,809 | 0.45% | Shares |
| Nuveen, LLC | $36,466,438 | 260,587 | 0.41% | Shares |
| JOHNSON INVESTMENT COUNSEL INC | $35,532,488 | 253,912 | 0.39% | Shares |
| Gotham Asset Management, LLC | $30,726,346 | 219,568 | 0.34% | Shares |
| Assenagon Asset Management S.A. | $29,144,184 | 208,262 | 0.32% | Shares |
| ProShare Advisors LLC | $28,496,682 | 203,635 | 0.32% | Shares |
| BARCLAYS PLC | $28,405,582 | 202,984 | 0.32% | Shares |
| Alyeska Investment Group, L.P. | $27,824,970 | 198,835 | 0.31% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $26,906,581 | 210,685 | 0.30% | Shares |
| FRANKLIN RESOURCES INC | $26,742,294 | 191,098 | 0.30% | Shares |
| RHUMBLINE ADVISERS | $26,528,232 | 189,569 | 0.29% | Shares |
| Lighthouse Investment Partners, LLC | $22,133,750 | 158,166 | 0.25% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $21,905,927 | 156,538 | 0.24% | Shares |
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.
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. 27, 2026 S | 12,073 | 0 | 2 | $-475,583 |
| David Lawrence Thompson Jr | President of Subsidiary | Feb. 26, 2026 A | 594,948 | 0 | 0 | $0 |
| John B Berding | President | Feb. 26, 2026 A | 77,616 | 0 | 0 | $0 |
| Mark A Weiss | Sr. VP & General Counsel | Feb. 26, 2026 A | 11,727 | 0 | 0 | $0 |
| Michelle A Gillis | Senior Vice President | Feb. 26, 2026 A | 15,382 | 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. 26, 2026 A | 329,163 | 0 | 0 | $0 |
| Amy Y Murray | Director | Sept. 3, 2025 S | 2,651 | 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 |
| LINDNER KEITH E | 10% owner | Feb. 19, 2004 G | 2,846,626 | 0 | 0 | $0 |
| AMERICAN FINANCIAL GROUP INC | · | Dec. 21, 2005 S | 478,444 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 102 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 … | 3.22% | 64,654 SH | Oct. 2, 2026 | Daily |
| SOVF · Elevation Series Trust | 2.46% | 15,132 NS | July 31, 2026 | N-PORT |
| FDIV · EA Series Trust | 2.08% | 8,598 NS | July 31, 2026 | N-PORT |
| LYLD · Cambria ETF Trust | 1.93% | 989 NS | July 31, 2026 | N-PORT |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1.40% | 69,810 SH | Oct. 2, 2026 | Daily |
| XMHQ · Invesco Exchange-Traded Fund Trust | 1.17% | 458,280 SH | Oct. 2, 2026 | Daily |
| XMVM · Invesco Exchange-Traded Fund Trust | 1.07% | 38,944 SH | Oct. 2, 2026 | Daily |
| SYLD · Cambria ETF Trust | 0.97% | 68,084 NS | July 31, 2026 | N-PORT |
| HSMV · First Trust Exchange-Traded Fund III | 0.90% | 2,226 NS | July 31, 2026 | N-PORT |
| QLV · FlexShares Trust | 0.77% | 8,904 NS | July 31, 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0.54% | 1,009,822 | Oct. 2, 2026 | Daily |
| QIDX · Spinnaker ETF Series | 0.50% | 1,360 NS | July 31, 2026 | N-PORT |
| QDEF · FlexShares Trust | 0.45% | 17,466 NS | July 31, 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.39% | 9,106 NS | July 31, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.33% | 35,521 SH | Aug. 19, 2026 | Daily |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.33% | 30,375 SH | Oct. 2, 2026 | Daily |
| FFSM · FIDELITY COVINGTON TRUST | 0.32% | 33,795 NS | July 31, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.31% | 9,318 SH | Oct. 2, 2026 | Daily |
| FXO · First Trust Exchange-Traded AlphaDE… | 0.30% | 24,199 NS | July 31, 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0.27% | 7,584 NS | July 31, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.27% | 2,454 NS | July 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.27% | 12,165 NS | July 31, 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.26% | 111,486 SH | Aug. 19, 2026 | Daily |
| PFF · iShares Trust | 0.24% | 1,674,760 SH | Sept. 11, 2026 | Daily |
| SDVD · First Trust Exchange-Traded Fund IV | 0.23% | 14,493 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.22% | 39,314 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.22% | 31,417 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.21% | 1,013 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.20% | 967,503 SH | Aug. 19, 2026 | Daily |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.20% | 27,218 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.19% | 193,840 NS | July 31, 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.17% | 5,471 NS | July 31, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.15% | 14,721 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.15% | 29,342 SH | Sept. 11, 2026 | Daily |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.14% | 2,315 NS | July 31, 2026 | N-PORT |
| IYF · iShares Trust | 0.14% | 44,375 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.13% | 144,741 NS | July 31, 2026 | N-PORT |
| SMMD · iShares Trust | 0.13% | 35,522 SH | Sept. 11, 2026 | Daily |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.13% | 73,104 NS | July 31, 2026 | N-PORT |
| HDV · iShares Trust | 0.12% | 131,018 SH | Sept. 11, 2026 | Daily |
| ISCG · iShares Trust | 0.11% | 7,639 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.11% | 791,687 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.11% | 1,524,124 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.11% | 108,485 SH | Aug. 19, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.10% | 17,504 NS | July 31, 2026 | N-PORT |
| IWS · iShares Trust | 0.09% | 99,187 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.09% | 13,904 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.09% | 4,119 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.09% | 3,378 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.07% | 272,689 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.07% | 10,470 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 3,721 SH | Oct. 2, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.06% | 68,662 NS | July 31, 2026 | N-PORT |
| DGRO · iShares Trust | 0.06% | 181,773 SH | Sept. 11, 2026 | Daily |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.05% | 1,753 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.05% | 171,197 NS | July 31, 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.04% | 3,085 SH | Oct. 2, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.04% | 31,020 SH | Oct. 2, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.04% | 512 NS | July 31, 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0.04% | 2,366 SH | Oct. 2, 2026 | Daily |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.04% | 389,600 SH | Aug. 19, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.04% | 264,318 SH | Aug. 19, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.03% | 7,480 NS | July 31, 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 39,952 SH | Aug. 19, 2026 | Daily |
| ROUS · Lattice Strategies Trust | 0.03% | 1,349 NS | July 31, 2026 | N-PORT |
| DIVB · iShares Trust | 0.03% | 3,845 SH | Sept. 11, 2026 | Daily |
| IWD · iShares Trust | 0.03% | 147,028 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.02% | 20,930 NS | July 31, 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0.02% | 14,974 SH | Aug. 19, 2026 | Daily |
| IUSV · iShares Trust | 0.02% | 36,933 SH | Sept. 11, 2026 | Daily |
| FBUF · Fidelity Greenwood Street Trust | 0.02% | 30 NS | July 31, 2026 | N-PORT |
| IYY · iShares Trust | 0.01% | 3,077 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 20,558 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.01% | 90,274 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.01% | 45,790 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 18,123 SH | Sept. 11, 2026 | Daily |
| IUSG · iShares Trust | 0.01% | 24,730 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 2,110,356 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 288,028 SH | Aug. 19, 2026 | Daily |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 785,101 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 10,728 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 5,581 SH | Aug. 19, 2026 | Daily |
| PDN · Invesco Exchange-Traded Fund Trust … | 0.01% | 1,651 SH | Oct. 1, 2026 | Daily |
| DFVX · Dimensional ETF Trust | 0.00% | 119 NS | July 31, 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0.00% | 688 NS | July 31, 2026 | N-PORT |
| VXUS · VANGUARD STAR FUNDS | 0.00% | 2,690,537 SH | Aug. 19, 2026 | Daily |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 244,738 SH | Aug. 19, 2026 | Daily |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0.00% | 1,721,208 SH | Aug. 19, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.00% | 31,599 SH | Aug. 19, 2026 | Daily |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 14, 2026 | Daily |
| IJH · iShares Trust | · | 2,419,987 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 159,901 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 210,981 SH | Aug. 21, 2026 | Daily |
| IAK · iShares Trust | · | 36,759 SH | Sept. 11, 2026 | Daily |
| XJH · iShares Trust | · | 9,424 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 3,228 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 10,730 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 7,354 SH | Sept. 1, 2026 | Daily |
AFG Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 12 analysts
BUY
Median target
$154.50
+11.1%
1 8.3%
Strong Buy
4 33.3%
Buy
7 58.3%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
6 analysts · 2026-09-20Mean target $155.83 +12.0%
Now
Current price $139.10
Low$136.00
Mean$155.83
High$175.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| AFG | $11.40B | 13.6 | -1.8% | 10.3% | 18.1% | · |
| CINF | $25.38B | 10.8 | 11.4% | 18.9% | 16.0% | · |
| 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% | · |
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Source: SEC 10-K filed Feb 25, 2026