American Finl Group Inc Ohio SEC Filings

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) SVP and CFO Brian S. Hertzman reported an open market sale of 1,777 shares of common stock at $142.5101 per share on 11/07/2025 (transaction code S). Following the sale, he beneficially owned 11,300 shares directly.

He also reported indirect holdings labeled as: 1,853.8053 shares in the Employee Stock Purchase Plan (based on a plan statement dated 12/31/2024), 65.68 shares in the Dividend Reinvestment Plan (statement dated 12/31/2024), and 3,747.0419 units in a company retirement plan (statement dated 12/31/2024).

Form 144 notice filed for a proposed sale of 1,777 shares of common stock. The seller plans to execute through Charles Schwab & Co., Inc., with an aggregate market value of $251,303.34 and an approximate sale date of 11/07/2025 on the NYSE.

The shares were acquired on 02/23/2021 via vesting of a restricted stock grant as part of executive compensation, in the same amount of 1,777 shares. The issuer reported 83,403,572 shares outstanding.

American Financial Group (AFG) filed its Q3 2025 10‑Q, reporting steady profitability and a small strategic acquisition. Net earnings for the quarter were $215 million, up from $181 million a year ago, as stronger underwriting and investment results offset lower premiums. Diluted EPS was $2.58 versus $2.16. Total revenues were $2.33 billion compared with $2.37 billion.

Property & casualty underwriting profit rose to $138 million from $115 million, led by Specialty financial ($51 million vs. $21 million) and Specialty property & transportation ($55 million vs. $33 million), while Specialty casualty declined ($33 million vs. $63 million). The company recorded a $25 million special charge in Other to increase asbestos and environmental liabilities related to former operations. Net investment income was $205 million, up from $200 million.

Cash from operations strengthened to $749 million year‑to‑date. Cash and cash equivalents were $1.84 billion, and total assets reached $33.83 billion. AFG acquired the remaining 52% of Radion Insurance Holdings for $7 million, recognized a $3 million remeasurement gain, $5 million of amortizing intangibles, and $22 million of goodwill. As of November 1, 2025, common shares outstanding were 83,403,572.

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.

BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 7,071,034 shares of American Financial Group (AFG) common stock, representing 8.5% of the class as of 09/30/2025.

BlackRock reports sole voting power over 6,548,769 shares and sole dispositive power over 7,071,034 shares, with no shared voting or dispositive power. The filing states the securities were acquired and are held in the ordinary course of business and not to influence control. Various persons may receive dividends or sale proceeds, but none exceeds five percent of outstanding shares.

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.

American Financial Group, Inc. is offering $350,000,000 aggregate principal amount of 5.000% senior notes due September 23, 2035. Interest is payable semi-annually on March 23 and September 23 beginning March 23, 2026. The senior notes are unsecured senior obligations that will rank equally with the company’s other unsecured senior indebtedness and will be issued in registered form in denominations of $2,000 and integral multiples of $1,000 in excess thereof. The company may redeem some or all notes at the redemption prices described in the prospectus supplement.

The notes will not be listed on any exchange and have no established trading market; underwriters may make a market but are not obligated to do so. The prospectus discloses that the senior notes are effectively subordinated to the liabilities of AFG’s subsidiaries, which had reserves for claims of approximately $13.8 billion as of June 30, 2025. Estimated offering expenses (excluding underwriting discount) are approximately $750,000. The prospectus supplement date is September 16, 2025.