公司财务表现 - American Financial Group (AFG) 截至2023年12月的季度收入为19.4亿美元，同比增长1.5%[1] - 公司的每股收益为2.84美元，与去年同期的2.99美元相比略有下降[1] - 公司的实际收入超出了Zacks Consensus Estimate的18.7亿美元，超出了3.37%[2] - 公司的每股收益也超出了分析师预期的2.81美元，超出了1.07%[2] 公司业务表现 - 在关注公司的基本表现时，投资者应特别关注一些关键指标，以更好地了解公司的潜在表现[3] - 公司在最新季度的一些关键指标表现良好，包括财产和运输业务的损失和赔付率、特殊金融业务的综合比率以及特殊事故业务的损失和赔付率[5] - 公司的财产和运输业务的净赚保费与特殊金融业务的净赚保费均超出了分析师的平均预期[7][10] - 公司的其他收入也出现了显著增长，同比增长了91.7%[11] 股票表现 - American Financial的股票在过去一个月中表现不佳，相比Zacks S&P 500综合指数的+5.3%变化，公司股票的回报率为-1.4%[13]

American Financial Group (AFG) came out with quarterly earnings of $2.84 per share, beating the Zacks Consensus Estimate of $2.81 per share. This compares to earnings of $2.99 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.07%. A quarter ago, it was expected that this property and casualty insurer would post earnings of $2.47 per share when it actually produced earnings of $2.45, delivering a surprise of -0.81%.Over the las ...

CINCINNATI--(BUSINESS WIRE)--American Financial Group, Inc. (NYSE: AFG) today reported 2023 fourth quarter net earnings of $263 million ($3.13 per share) compared to $276 million ($3.24 per share) in the 2022 fourth quarter. Net earnings for the 2023 fourth quarter included net after-tax non-core realized gains of $25 million ($0.29 per share). By comparison, net earnings for the 2022 fourth quarter included net after-tax non-core realized gains of $21 million ($0.25 per share). Net earnings for the full ye ...

Analysts on Wall Street project that American Financial Group (AFG) will announce quarterly earnings of $2.81 per share in its forthcoming report, representing a decline of 6% year over year. Revenues are projected to reach $1.87 billion, declining 1.8% from the same quarter last year.Over the last 30 days, there has been a downward revision of 0.8% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial f ...

Wall Street expects a year-over-year decline in earnings on lower revenues when American Financial Group (AFG) reports results for the quarter ended December 2023. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 6, 2024, might help the stock move higher if these key numbers are be ...

CINCINNATI--(BUSINESS WIRE)--American Financial Group, Inc. (NYSE: AFG) announced today that Carl H. Lindner III and S. Craig Lindner, Co-Chief Executive Officers and Brian S. Hertzman, Senior Vice President and Chief Financial Officer, will participate in the BofA Securities 2024 Financial Services Conference on Tuesday, February 20, 2024. While there will be no Company presentation, AFG will host several investor meetings. The investor material to be used in the meetings will be posted via a link under E ...

akinbostanci Long ago, Warren Buffett made me enthusiastic about the insurance industry and it has remained my biggest allocation. Insurance companies are not popular on SA except for Berkshire Hathaway (BRK.A) (BRK.B). They appear boring to many readers, one can hardly expect fireworks from them, and accounting is a must to understand an insurer. But they have worked quite well for me over many years. The table below represents my current insurance holdings ranked in the order of position size. The table d ...

美国金融集团股息公告 - 美国金融集团宣布每股普通股股息为0.71美元[1] - 股息将于2024年1月25日支付给截至2024年1月15日持有股票的股东[1] 美国金融集团业务介绍 - 美国金融集团是总部位于俄亥俄州辛辛那提的保险控股公司，主要通过大美国保险集团的运营从事财产和意外险业务，专注于为企业提供专业商业产品[1]

净收入和净利润 - 美国金融集团2023年第三季度净赚5.89亿美元[5] - 2023年第三季度总收入达21.64亿美元，同比增长9.1%[5] - 2023年前三季度净赚为58.9亿美元，同比略有下降[5] - 2023年前三季度每股基本收益为6.93美元[5] - 2023年前九个月净收益为5.89亿美元，较2022年同期的6.22亿美元略有下降[11] 资产和负债 - 2023年前三季度总资产达到308.25亿美元[4] - 2023年前三季度总负债为268.44亿美元[4] - 2023年前三季度股东权益为39.81亿美元[4] - 2023年前三季度现金及投资总额为147.94亿美元[4] - 2023年前三季度未偿赔款及赔付准备为128.91亿美元[4] 投资活动 - 投资活动中，购买固定收益证券金额为14.63亿美元，较上年同期的37.33亿美元有所减少[11] - 股票回购金额为1.53亿美元，较上年同期的1亿美元有所增加[11] - 现金及现金等价物在期初为8.72亿美元，期末为12.21亿美元[11] 财务报表 - 未偿赔款和赔偿费用的净负债是基于管理的最佳估计，包括对直接业务的报告前损失案例估计、来自再保险商和保险池和协会的估计、基于过去经验的未报告损失估计、基于调查和调整索赔费用经验的估计以及法律和覆盖诉讼的当前状态[37] - 负债的估计变化反映在确定的期间的损失和赔偿费用的负债表中[38] - AFG的未偿债务发行成本被列为长期债务的减少，并根据相关债务的寿命使用有效利率法摊销[39] 投资组合管理 - AFG的内部投资专业人员负责管理投资组合，大约有20名投资专业人员，他们每天都在积极监视个别投资以及整个行业，并在金融市场上活跃[64] - AFG的内部投资专业人员通过审查定价服务和外部来源获取的价格来验证估值技术，并确保公平价值确定代表了退出价格[65] - AFG的财务报表中以公允价值计量和持有的资产和负债的摘要显示，2023年9月，总共有158.6亿美元的资产和477.8亿美元的负债被计入公允价值[66] 固定收益证券 - 2023年9月30日，固定到期证券的总净账面价值为9,931百万美元，其中抵押贷款支持证券占比最大，为1,619百万美元[75] - 2023年9月30日，固定到期证券中，未实现损失总额为632百万美元，其中企业和其他类别占比最大，为177百万美元[75] - 2023年9月30日，固定到期证券中，投资等级证券占95%的未实现损失和95%的净账面价值[76] 保险业务 - 财产和意外伤害保险的保费通常按照保单期限按比例赚取[43] - 专业财产和意外损失和赔付费用比率下降0.9个百分点，主要是由于2022年第三季度财产和内陆海事业务中大额损失活动的影响以及某些运输业务的改善结果[194] - 专业伤亡损失和赔付费用比率上升2.5个百分点，反映了医疗成本通胀的预期和工伤赔偿业务费率的压力以及与计划业务相关的较大财产损失[195]

American Financial Group, Inc. (NYSE:AFG) Q3 2023 Earnings Conference Call November 2, 2023 6:00 AM ET Company Participants Diane Weidner - VP, IR Carl Lindner - Co-CEO Craig Lindner - Co-CEO Brian Hertzman - CFO Conference Call Participants Michael Zaremski - BMO Andrew Andersen - Jefferies Gregory Peters - Raymond James Operator Good day, and thank you for standing by. Welcome to the American Financial Group Third Quarter 2023 Results Conference Call. [Operator Instructions] Please be advised that today's ...