Results of Operations and Financial Condition · Regulation FD Disclosure
Item 2.02 Results Of Operations And Financial Condition. Reference is made to the press release of American Financial Group, Inc. (the “Company”) relating to the announcement of the Company’s results of operations for the first quarter of 2026 and the availability of the Investor Supplement on the Company’s website. The press release was issued on April 29, 2026.…
American Financial Group is an insurance holding company, based in Cincinnati, Ohio. Through the operations of Great American Insurance Group, AFG is engaged primarily in property and casualty insurance, focusing on specialized commercial products for businesses. Great American Insurance Group’s roots go back to 1872 with the founding of its flagship company, Great American Insurance Company.
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Item 2.02Item 2.02 - Results of Operations
Item 2.02 Results Of Operations And Financial Condition.
Reference is made to the press release of American Financial Group, Inc. (the “Company”) relating to the announcement of the Company’s results of operations for the first quarter of 2026 and the availability of the Investor Supplement on the Company’s website. The press release was issued on April 29, 2026. A copy of the press release is furnished as Exhibit 99.1 and a copy of the Investor Supplement is furnished as Exhibit 99.2 and are incorporated herein by reference.
The information under Item 2.02 and in Exhibits 99.1 and 99.2 is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 as amended (the “Exchange Act), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act.
Section 7 - Regulation FD
Item 7.01Item 7.01 - Regulation FD Disclosure
Item 7.01 - Regulation FD Disclosure.
As noted in the Company’s aforementioned April 29, 2026 press release, in April 2026, the Company reached a definitive agreement to sell the Charleston Harbor Resort & Marina. Subject to receipt of necessary third-party approvals and satisfaction of customary closing conditions, the transaction is expected to close in the second or third quarter of 2026. The Company currently expects to recognize a pretax core operating gain of approximately $125 million on the sale.
Filed exhibits (2)
EX-99.1 (by filename) d133743dex991.htm
EX-99.1
2
d133743dex991.htm
EX-99.1
EX-99.1
Exhibit 99.1
American Financial Group, Inc. Announces First Quarter Results
Net earnings per share of $2.29; includes ($0.18) per share loss from after-tax non-core items
Core net operating earnings per share of $2.47, an increase of 36% year-over-year
First quarter annualized ROE of 15.8%; core net operating ROE of 17.0%
First quarter Specialty P&C underwriting profit increased 66% year-over-year
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Capital returned to shareholders in the first quarter was approximately $259 million, including
$125 million in special dividends and $60 million in share repurchases
Definitive agreements reached for sale of Charleston Harbor Resort & Marina; expected core pretax
gain of $125 million, with closing in the second or third quarter of 2026.
CINCINNATI - April 29, 2026 -
American Financial Group, Inc. (NYSE: AFG) today reported 2026 first quarter net earnings of $191 million ($2.29 per share) compared to $154 million ($1.84 per share) for the 2025 first quarter. Net earnings included after-tax non-core net realized losses on securities of …
EX-99.2
3
d133743dex992.htm
EX-99.2
EX-99.2
Exhibit 99.2
American Financial Group, Inc.
Investor Supplement - First Quarter 2026
April 29, 2026
American Financial Group, Inc.
Corporate Headquarters
Great American Insurance Group Tower
301 E Fourth Street
Cincinnati, OH 45202
513 579 6739
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American Financial Group, Inc.
Table of Contents - Investor Supplement - First Quarter 2026
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Section Page
Table of Contents - Investor Supplement - First Quarter 2026 2
Financial Highlights 3
Summary of Earnings 4
Earnings Per Share Summary 5
Property and Casualty Insurance Segment
Property and Casualty Insurance - Summary Underwriting Results (GAAP) 6
Specialty - Underwriting Results (GAAP) …