QRG Capital Management Inc. Decreases Holdings in American International Group, Inc. $AIG

QRG Capital Management Inc. decreased its position in American International Group, Inc. (NYSE:AIG) by 36.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 80,555 shares of the insurance provider’s stock after selling 45,805 shares during the quarter. QRG Capital Management Inc.’s holdings in American International Group were worth $6,327,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Norges Bank purchased a new stake in shares of American International Group in the 2nd quarter worth about $787,724,000. Viking Global Investors LP bought a new stake in American International Group during the 2nd quarter valued at approximately $155,413,000. Robeco Institutional Asset Management B.V. grew its holdings in shares of American International Group by 3,745.6% during the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 929,330 shares of the insurance provider’s stock worth $79,541,000 after acquiring an additional 905,164 shares during the period. Franklin Resources Inc. raised its position in shares of American International Group by 6.1% in the 2nd quarter. Franklin Resources Inc. now owns 12,536,144 shares of the insurance provider’s stock worth $1,072,969,000 after acquiring an additional 716,209 shares in the last quarter. Finally, McElhenny Sheffield Capital Management LLC purchased a new position in shares of American International Group in the 2nd quarter valued at approximately $53,579,000. 90.60% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts recently weighed in on AIG shares. Morgan Stanley reduced their price target on American International Group from $85.00 to $84.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 7th. Wall Street Zen downgraded shares of American International Group from a “buy” rating to a “hold” rating in a research report on Saturday, November 8th. UBS Group lifted their price target on shares of American International Group from $90.00 to $94.00 and gave the company a “buy” rating in a research report on Wednesday, October 8th. HSBC cut their price objective on shares of American International Group from $91.00 to $86.00 and set a “buy” rating on the stock in a report on Friday. Finally, Jefferies Financial Group lifted their target price on shares of American International Group from $96.00 to $101.00 and gave the company a “buy” rating in a report on Tuesday, December 16th. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and fourteen have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $87.68.

Key Headlines Impacting American International Group

Here are the key news stories impacting American International Group this week:

• Positive Sentiment: Congressional bill would extend federal terrorism backstop through 2034, reducing underwriting risk for insurers like AIG and preserving market capacity for terrorism coverage. This lowers tail risk for AIG’s P&C business. Article Title
• Positive Sentiment: HSBC maintained a Buy rating and although it trimmed its price target, the $86 target still implies meaningful upside versus current levels. That signals continued analyst support for AIG’s outlook. Article Title
• Positive Sentiment: Management hires: AIG named Brenda Stewart to lead its Captive Management & Advisory team, which supports specialty and retained-risk solutions that can boost fee income and client retention. Article Title
• Neutral Sentiment: AIG set its Q4 and full-year 2025 earnings release for Feb. 10 and a conference call on Feb. 11 — a near-term catalyst that will drive volatility depending on topline, reserve releases and buyback/dividend commentary. Article Title
• Neutral Sentiment: Analyst and retail commentary remains mixed but constructive on fundamentals: Zacks advises holding given divestiture progress, cost controls and cash returns, while a recent note highlights multi-year CAGR outperformance despite short-term pullbacks. Article Title Weekly Performance
• Negative Sentiment: Bank of America cut its price target to $80 and holds a Neutral rating, removing some near-term upside expectations and likely pressuring sentiment. Article Title
• Negative Sentiment: Independent research (Cantor Fitzgerald) issued a pessimistic forecast for AIG’s stock price, adding downward pressure from investors focused on valuations and reserve/earnings risks. Article Title

American International Group Price Performance

Shares of NYSE AIG opened at $72.85 on Friday. The firm has a market cap of $39.31 billion, a P/E ratio of 13.25, a PEG ratio of 0.70 and a beta of 0.62. American International Group, Inc. has a twelve month low of $71.74 and a twelve month high of $88.07. The company has a quick ratio of 1.32, a current ratio of 1.32 and a debt-to-equity ratio of 0.22. The company has a 50 day moving average of $79.63 and a 200 day moving average of $79.76.

American International Group (NYSE:AIG) last posted its earnings results on Wednesday, November 5th. The insurance provider reported $2.20 EPS for the quarter, topping analysts’ consensus estimates of $1.57 by $0.63. American International Group had a return on equity of 9.09% and a net margin of 11.89%.The business had revenue of $6.35 billion during the quarter, compared to analyst estimates of $6.82 billion. During the same quarter last year, the company earned $1.23 EPS. As a group, research analysts expect that American International Group, Inc. will post 6.24 EPS for the current fiscal year.

American International Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 30th. Shareholders of record on Tuesday, December 16th were given a $0.45 dividend. The ex-dividend date of this dividend was Tuesday, December 16th. This represents a $1.80 dividend on an annualized basis and a yield of 2.5%. American International Group’s payout ratio is 32.73%.

About American International Group

American International Group, Inc (AIG) is a global insurance holding company that provides a broad range of property-casualty insurance, specialty insurance, and risk management solutions to institutional, commercial and individual customers. Through its operating subsidiaries, AIG underwrites commercial and personal lines products—ranging from general liability, property, and casualty coverages to specialty lines such as professional liability, surety, cyber and marine—along with related services designed to help clients manage and transfer risk.

The company also has a long history in life insurance, retirement solutions and asset management through businesses that have been restructured or separated over time.