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AIG·American International Group, Inc.

$75.49
+0.38 (+0.51%)
High
$75.76
Open
$74.94
Market Cap
39.08B
52W High
$87.29
Low
$74.88
P. Close
$75.49
P/E
13.18
52W Low
$71.24
Fwd P/E
8.53
DailyIQ Est.
$88.81
Inst. Ownership
3.1%
Short Interest
2.04%
Days to Cover
2.2
Technical Score (1D)
32
BEARISH
News Sentiment
44
BEARISH
On Oct 7, Mizuho Securities lowered its price target for American International Group from $85 to $83, signalling a modest negative view on the insurer’s near‑term performance while keeping an overweight rating and a mean target of $88.50. The adjustment reflected a slight downgrade in Mizuho’s outlook for AIG. On Oct 6, UBS increased its price target for AIG from $98 to $100 and maintained a buy rating, indicating modest confidence in the company’s earnings outlook. Both firms reported these changes as part of their routine equity research updates.
LOW TARGET
$80 +6.0%
2 analysts
MEAN TARGET
$88 +16.9%
19 analysts
HIGH TARGET
$101 +33.8%
9 analysts
PRICE RANGE
$80.00 - $101.00
SB / B / H / S / SS
3/9/16/1/1
DAILYIQ EST.
$88.81 (+17.6%)
Sector
Financial Services
Industry
Insurance - Diversified
Exchange
NYQ
Country
United States
Website
Symbol
AIG
Description
American International Group, Inc. (AIG) is a global insurance provider, serving commercial, institutional, and individual clients across North America and internationally. AIG's core business focuses on offering a diverse portfolio of insurance products, spanning property, casualty, and specialty lines for businesses. This includes coverage for property damage, liability, professional risks, and employee-related exposures. In addition to commercial insurance, AIG provides personal lines insurance, such as auto, homeowners, and supplemental health coverage, as well as financial solutions through loans receivable. Founded in 1919, AIG's extensive product offerings and global presence position it as a key player in the insurance industry.
Bought (1Y)
0 shares
$0
Sold (1Y)
242,045 shares
$18.5M
WITTMAN VANESSA AMES-
Award/Grant76 shares2026-10-01
Twiningdavis MelissaEVP, Chief Ops & Admin Officer
Tax Withholding2,191 shares2026-10-01
MILLS LINDA A-
Award/Grant304 shares2026-10-01
MILLS LINDA A-
Award/Grant513 shares2026-10-01
Porrino Peter R-
Award/Grant338 shares2026-10-01
66/ 100
Bullish
Overall: Bullish
✕Revenue declining year over year
✓Positive net margin
✓Positive operating cash flow
Net Margin
11.6%
Revenue CAGR
-7.2%
Debt / Equity
0.23x
Return on Equity
7.5%
Earnings Summary
American International Group, Inc. (AIG) is a global insurance provider offering a diversified portfolio of property, casualty, and specialty lines to commercial, institutional, and individual clients, positioning it as a key player in the insurance industry. In the last two quarters, AIG’s earnings per share (EPS) rose from 1.17 in Q1 2025 to 1.81 in Q2 2025, a 55% increase, while revenue fell from $6.783B to $7.091B, reflecting a modest 4% decline; the company beat analyst EPS estimates in both quarters, with actual EPS exceeding estimates by 0.82 and 0.21 respectively. In the preceding two quarters, EPS grew from 1.30 in Q4 2024 to 1.17 in Q1 2025, a 10% decline, and revenue slipped from $7.177B to $6.783B, a 5% drop, yet EPS still beat estimates by 0.07 and 0.18. Historically, AIG has shown a consistent upward trajectory in EPS growth, with a 12% YoY increase in Q3 2025 and a 6% rise in Q4 2025, while revenue has trended downward in recent quarters, hovering around $6.9B to $7.1B. The insurer has repeatedly outperformed analyst expectations, achieving EPS beats in 4 of the last 5 quarters, even as revenue has slipped slightly. Recent news highlights AIG’s appointment of Turab Hussain as Chief Risk Officer, underscoring a focus on strengthening risk oversight amid regulatory changes, and a $0.50 per share dividend that yielded 2.7%, supporting its appeal to income‑focused investors.

EPS

EstBeatMiss
$1.51$1.70$1.90$2.09$2.29Q2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$1.81 - -
Q2'26$1.94$2.00+2.9%
Q1'26$1.88$2.11+12.4%
Q4'25$1.93$1.96+1.4%
Q3'25$1.71$2.20+28.5%
Q2'25$1.60$1.81+13.2%

Revenue

EstBeatMiss
$6.2B$6.5B$6.9B$7.2B$7.6BQ2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$7.4B - -
Q2'26$7.4B$7.1B-3.4%
Q1'26$7.0B$7.0B-0.6%
Q4'25$7.0B$6.9B-0.7%
Q3'25 - $6.4B -
Q2'25 - $7.1B -

Market Data

AIG Stock Snapshot

BEARISH32/100
$75.49+$0.38 (0.5%)
Market cap
39.08B
P/E ratio
13.2
Day range
$74.88 – $75.76
News sentiment
44/100 · Neutral
Analyst target
$88.25 (+16.9%)
Consensus
Hold · 30 analysts
52-week range+6.0% off low · -13.5% from high
$71.24$87.29
Price $75.49 DailyIQ Est. $88.81

Price action on AIG is defensive - rallies are being sold rather than extended. Institutional coverage is thorough here, so shifts in analyst expectations show up in price quickly.

Behaviour On Record

What AIG's own history says about today's numbers

Realized volatility (21d)
22.3% 53rd pct
Below its peak
-14.0%
vs 200-day average
-2.6%
Up days (1y)
49%

American International Group, Inc. is currently running 22.3% annualised volatility over the last 21 sessions. Measured against AIG's own 13 years of daily returns rather than a market-wide average, that is the 53rd percentile — close to its own typical level, against a typical reading of 21.3%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

AIG is trading -14.0% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -15.1%, and the deepest was -64.7% in 2020. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.

Price sits -2.6% from its 200-day moving average. Against every other day in its history, that gap ranks at the 33rd percentile — close to the gap it normally carries. Over the past year AIG closed higher on 49% of sessions, and it is currently 1 session into a rising streak.

On October specifically: over 13 years of records, AIG finished the month higher 10 of 13 times, with a median return of +3.9% and an average of +3.1%. Its strongest month historically has been May at +4.0% on average, its weakest March at -3.8%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: AIG has opened more than 2% away from the prior close in 75 of 3,265 sessions (2.3% of the time), with the largest gaps running +7.9% and -7.7%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

Across the last 3 dated reports on file, AIG moved an average of 4.0% in the session after earnings, closing higher 2 of those 3 times, with a median move of +4.9% and a largest of +5.0%.

All figures computed from 3,266 daily closes between 2013-10-07 and 2026-10-05, split-adjusted, recomputed daily. Percentiles are against AIG's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of AIG's sector?

American International Group, Inc. sits in the Financials sector, currently ranked 11th of 12 GICS sectors by relative-strength rotation score (improving). Within its narrower Insurance industry group, AIG ranks 7th of 15 tracked industries, improving.

Sector rank
#11 of 12
Sector state
Improving
Sector rotation score
27
Industry rank
#7 of 15

Options Market

What is the options market pricing for AIG?

CallsPuts

For American International Group, Inc.'s nearest expiry (2026-10-09, 2 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.42), with at-the-money implied volatility around 22.9%. The options market is pricing roughly a ±2.1% move by that expiry — a range of about $73.93–$77.13.

Put/call ratio (2026-10-09)
0.42
ATM implied volatility
22.9%
Total open interest
1,399
Expected move by 2026-10-09
±2.1% ($73.93–$77.13)

Analyst Rating Changes

Are analysts turning bullish or bearish on AIG?

Mizuho most recently reiterated its rating on American International Group, Inc. to Neutral on Sep 16, 2026 with a price target of $85 (from $86). Over the last 90 days, coverage has run 0 upgrades against 1 downgrade, a net bearish lean.

Latest action
Mizuho — Neutral
90-day upgrades
0
90-day downgrades
1
Net rating momentum
-1
DateFirmActionRatingPrice target
Sep 16, 2026MizuhoMaintainedNeutral$86 → $85
Sep 2, 2026Argus ResearchReiteratedBuy$90
Aug 17, 2026Cantor FitzgeraldMaintainedOverweight$92 → $90
Aug 12, 2026Morgan StanleyMaintainedEqual-Weight$82 → $81
Aug 11, 2026Keefe, Bruyette & WoodsMaintainedOutperform$95 → $96
Aug 10, 2026MizuhoMaintainedNeutral$89 → $86
Aug 10, 2026Piper SandlerMaintainedNeutral$80 → $84
Aug 10, 2026Wells FargoMaintainedEqual-Weight$89 → $85
Aug 10, 2026RBC CapitalMaintainedSector Perform$85 → $87
Aug 7, 2026BarclaysMaintainedEqual-Weight$80 → $81
Jul 20, 2026JP MorganMaintainedNeutral$86 → $90
Jul 15, 2026Piper SandlerDowngradeOverweight → Neutral$88 → $80

AIG Competitive Positioning

American International Group, Inc. (AIG) is tracked alongside these names in Insurance - Diversified on DailyIQ — ranked by market cap, with today's move alongside.

News Sentiment Analysis

Sentiment gathered from recent headlines

44/100
Strong NegativeNeutralStrong Positive
BEARISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
Mizuho Securities reduced its price target for American International Group from $85 to $83, reflecting a modest downgrade in its outlook. The firm maintains an overweight rating but lowered its mean target to $88.50. The adjustment signals a slight negative view on AIG’s near‑term performance, though the overall stance remains positive.
What did this article say?
Morgan Stanley analyst Michael Phillips reduced the price target for American International Group from $81 to $80 while keeping the equity rating at equal‑weight. The downgrade reflects a modest view that AIG’s valuation is slightly overextended relative to its earnings outlook. The change is unlikely to trigger a significant market reaction but signals a cautious stance from a major research house.
What did this article say?
UBS increased its price target for AIG from $98 to $100 and kept a buy rating. The adjustment reflects a modest upward outlook for the insurer's stock. The change is based on UBS's assessment of AIG's financial performance and market conditions. The new target suggests confidence in AIG's ability to generate earnings growth. The update is unlikely to trigger significant market movement.
What did this article say?
UBS analyst Brian Meredith maintained a Buy rating on American International Group (AIG) and increased the price target from $98 to $100. The upgrade reflects confidence in AIG’s financial position and potential upside. The rating change signals a positive outlook for investors holding or considering AIG shares.
What did this article say?
Morgan Stanley reduced its price target for American International Group from $81 to $80 while keeping an equal‑weight rating. The change reflects a modest reassessment of AIG’s valuation, with no shift in the overall rating stance. The adjustment signals a slight headwind for the insurer’s stock but does not indicate a material downgrade or new risk. The move is consistent with the broader market view that AIG’s earnings outlook remains stable.
What did this article say?
American International Group, Inc. (NYSE: AIG) scheduled the release of its third‑quarter 2026 financial results for November 3, 2026, following market close. The company also planned a conference call on November 4, 2026, to discuss the results. The earnings announcement and call were made available through AIG’s investor relations website, with a replay posted afterward.
What did this article say?
AIG announced on October 1 that Turab Hussain would serve as its new Chief Risk Officer. Hussain brings extensive experience in risk management from previous roles at major financial institutions. The appointment signals AIG’s commitment to enhancing its risk oversight framework amid evolving regulatory expectations. By adding a seasoned risk professional, AIG aims to bolster its ability to identify and mitigate potential threats to its operations.
What did this article say?
The article discussed AIG as a top dividend stock, noting its $0.50 per share dividend and 2.7% yield. It highlighted the company's consistent cash flow benefits for income investors. The piece emphasized AIG's position in the finance sector and its potential for long‑term returns. No material event or guidance change was mentioned. The recommendation was based on dividend yield rather than earnings growth.
What did this article say?
American International Group (AIG) delivered an average annual return of 16.05% over the past five years, outperforming the broader market by 4.05% on an annualized basis. The company’s stock has shown steady growth, reflecting robust underwriting and investment performance. This historical performance underscores AIG’s resilience and effective risk management in a volatile market environment. Investors noted the company’s ability to generate consistent returns despite economic fluctuations. The data highlights AIG’s competitive positioning within the insurance sector.

Technical Analysis

Real-time indicators across multiple timeframes

32
BEARISH
Technical indicators reflect the latest computed signal mix for this timeframe.
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Institutional & Hedge Fund Ownership
4 tracked managers · $1.21B combined position · 1 adding, 2 trimming, 1 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
Geode Capital Management, LLC▲ Buy14,683,7632.84%$1.09B2026-08-12
Neuberger Berman Group LLC▼ Sell806,2310.16%$60.09M2026-08-13
Marshall Wace, LLP▼ Sell724,7930.14%$54.02M2026-08-13
UBS O'Connor (UBS Asset Management)• Hold39,9700.01%$1.85M2026-01-15
Q2 2026 flow:2.14M sh bought ($158.77M)1.26M sh sold ($93.80M)net +879.9K sh (+$64.97M)
Congressional Trading Activity
11 disclosed trades · ~$137.0K est. traded value · 5 buys, 6 sells
MemberChamberStateTypeAmountTradedFiled
Alan ArmstrongSenateOK▲ Buy$1K - $15K2026-03-272026-07-21
Julia LetlowHouseLA05▼ Sell$1K - $15K2025-07-252026-01-13
Lisa McClainHouseMI09▼ Sell$1K - $15K2025-07-102025-08-13
Lisa McClainHouseMI09▲ Buy$1K - $15K2025-06-172025-08-13
Jefferson ShreveHouseIN06▼ Sell$15K - $50K2025-05-122025-06-22
Jefferson ShreveHouseIN06▲ Buy$15K - $50K2025-03-132025-04-11
Julia LetlowHouseLA05▲ Buy$1K - $15K2025-02-242026-01-13
Sheldon WhitehouseSenateRI▼ Sell$1K - $15K2015-01-142016-09-08
Sheldon WhitehouseSenateRI▲ Buy$1K - $15K2014-09-182014-09-19
Susan M. CollinsSenateME▼ Sell$1K - $15K2014-03-182014-03-25
Susan M. CollinsSenateME▼ Sell$1K - $15K2014-02-202014-02-25