Every 8-K that American Financial Group, Inc. (AFG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AFG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AFG filings page.
American Financial Group, Inc. reported increased second quarter 2026 earnings, with net earnings of $248 million, or $2.99 per diluted share, compared with $174 million, or $2.07 per share, in the 2025 second quarter. Net earnings included $14 million of after-tax non-core realized gains.
Core net operating earnings were $234 million, or $2.82 per share, up from $179 million, or $2.14 per share. Annualized return on equity excluding AOCI was 20.3%, and core operating ROE was 19.2%. Total revenues were $2,030 million, with property and casualty net earned premiums of $1,694 million and net investment income of $221 million.
Specialty property and casualty operations produced a 91.5% combined ratio, improved from 93.1%, with underwriting profit rising to $144 million and gross written premiums of $2,850 million, 7% higher than a year earlier. Book value per share was $58.14 at June 30, 2026, or $59.85 excluding AOCI; book value per share plus dividends grew 4.8% for the quarter. Cash and investments totaled $17,069 million, and shareholders’ equity excluding AOCI was $4,963 million. AFG also expects an approximately $125 million pretax core operating gain from the planned sale of Charleston Harbor Resort & Marina, anticipated to close in the third quarter of 2026.
American Financial Group, Inc. reported the results of its annual meeting of shareholders held on May 20, 2026. Shareholders elected 12 directors, each receiving tens of millions of votes in favor, with broker non-votes of 3,585,352 recorded for each nominee.
Shareholders also approved two additional proposals with strong support. One proposal received 74,822,879 votes for, 1,034,836 against, and 53,183 abstentions. Another proposal received 69,738,224 votes for, 2,495,013 against, 92,309 abstentions, and 3,585,352 broker non-votes.
American Financial Group, Inc. reported strong first quarter 2026 results, with net earnings of $191 million or $2.29 per share versus $154 million or $1.84 a year earlier. Core net operating earnings rose to $206 million or $2.47 per share, driven mainly by higher property and casualty underwriting profit.
The Specialty P&C segment produced a 90.3% combined ratio, improved from 94.0%, and underwriting profit increased to $156 million from $94 million, helped by lower catastrophe losses and more favorable prior year reserve development. Core ROE reached 17.0%, up from 13.1%.
The company also reached a definitive agreement in April 2026 to sell the Charleston Harbor Resort & Marina and currently expects to recognize a pretax core operating gain of approximately $125 million on the sale, which is expected to close in the second or third quarter of 2026, subject to approvals and customary conditions.
American Financial Group, Inc. approved a new 2026 Senior Executive Long-Term Incentive Compensation Plan to replace its prior plan from 2016. The program is designed to support long-term success by offering senior executives competitive, performance-based cash bonuses tied to pre-established criteria set by the Compensation Committee.
The new plan is described as substantially similar to the former long-term incentive plan, and no awards have yet been granted under it. The full plan document is available as an exhibit, providing detailed terms and conditions for future executive incentive awards.
American Financial Group, Inc. reported that it has released its financial results for the fourth quarter of 2025 and the full year ended December 31, 2025 through a press release and an Investor Supplement available on its website. These materials, attached as exhibits, provide detailed operating and financial information for the period.
In the same announcement, the Board of Directors declared a special, one-time cash dividend of $1.50 per share on the company’s common stock. This dividend will be paid on February 25, 2026 to shareholders who are on record as of February 16, 2026, providing an additional cash return beyond any regular dividends.
American Financial Group, Inc. announced that its Board of Directors approved a new share repurchase program authorizing the company to buy back up to 5,000,000 shares of its common stock. Repurchases may be made from time to time at the company’s discretion on the open market, including under Rule 10b5-1 trading plans, in privately negotiated transactions or by other methods permitted under securities laws. The new program will replace the current plan that is scheduled to expire after December 31, 2025, and will remain in effect through December 31, 2030. The company is not obligated to repurchase any specific number of shares, and the timing and amount of any repurchases will depend on market and business conditions and other factors evaluated by management.
American Financial Group (AFG) furnished its third-quarter 2025 results press release and Investor Supplement and announced a special, one-time cash dividend of $2.00 per share of common stock. The Board set a record date of November 17, 2025, with the dividend payable on November 26, 2025.
The earnings release (Exhibit 99.1) and Investor Supplement (Exhibit 99.2) were provided as furnished exhibits and are incorporated by reference. The company noted that the furnished information is not deemed filed for purposes of Section 18 of the Exchange Act.
American Financial Group, Inc. filed a Current Report on Form 8-K describing the offering and issuance of senior debt securities. The filing references a Registration Statement on Form S-3 (File No. 333-277425) and includes an Indenture (the Senior Debt Securities Indenture from 1997) as supplemented by a Tenth Supplemental Indenture dated September 23, 2025. The filing incorporates by reference the Prospectus Supplement dated September 16, 2025 and related "Description of Debt Securities" materials. Specimen forms of the senior notes are included in the exhibits, along with a purchase agreement dated September 16, 2025 with BofA Securities, J.P. Morgan Securities and Wells Fargo Securities as representatives of the underwriters, and legal opinion and consent from Keating Muething & Klekamp PLL.