American Financial Group (AFG) is expected to report Q3 2026 revenue of $2.40 billion and earnings of $3.50 per share, with the current stock price of $153.87 sitting just below the average analyst price target of $154.50.
Investors are primarily focused on the Specialty Property and Casualty (P&C) combined ratio, looking for signs of sustained underwriting profitability as commercial insurance rates begin to soften.
The quarter’s results will be notably influenced by a projected $125 million pretax gain from the sale of the Charleston Harbor Resort & Marina, expected to contribute $1.20 per share to core earnings. Additionally, analysts are watching for updates on capital deployment following the recent 10.2% increase in the regular quarterly dividend.