American International Group (NYSE:AIG) Issues Quarterly Earnings Results, Beats Expectations By $0.22 EPS

American International Group (NYSE:AIG) released its quarterly earnings results on Thursday. The insurance provider reported $2.11 earnings per share for the quarter, beating the consensus estimate of $1.89 by $0.22, Zacks reports. The business had revenue of $7.02 billion for the quarter, compared to analysts’ expectations of $7.03 billion. American International Group had a net margin of 11.86% and a return on equity of 10.88%. During the same quarter in the previous year, the business posted $1.17 earnings per share.

American International Group Stock Up 5.4%

AIG stock traded up $4.05 during midday trading on Friday, hitting $78.85. The company’s stock had a trading volume of 9,279,093 shares, compared to its average volume of 4,145,373. The company has a market cap of $42.34 billion, a PE ratio of 14.55, a P/E/G ratio of 0.57 and a beta of 0.53. American International Group has a 12 month low of $71.25 and a 12 month high of $87.46. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.22. The firm’s 50-day moving average is $76.85 and its 200-day moving average is $77.85.

American International Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 29th. Investors of record on Monday, June 15th will be given a $0.50 dividend. This is a boost from American International Group’s previous quarterly dividend of $0.45. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.00 annualized dividend and a yield of 2.5%. American International Group’s payout ratio is currently 33.21%.

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. The Goldman Sachs Group cut their price objective on American International Group from $90.00 to $87.00 and set a “buy” rating on the stock in a research report on Tuesday, April 7th. Mizuho dropped their target price on shares of American International Group from $86.00 to $84.00 and set a “neutral” rating on the stock in a report on Monday, April 13th. Evercore dropped their target price on shares of American International Group from $90.00 to $85.00 in a report on Friday, January 23rd. Cantor Fitzgerald boosted their target price on shares of American International Group from $77.00 to $81.00 and gave the company a “neutral” rating in a report on Tuesday, February 17th. Finally, Wells Fargo & Company dropped their target price on shares of American International Group from $87.00 to $86.00 and set an “equal weight” rating on the stock in a report on Thursday, April 9th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $86.88.

More American International Group News

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

• Positive Sentiment: Q1 earnings beat and underwriting strength—AIG reported $2.11 GAAP EPS, topping estimates as underwriting income surged and expense control improved; management highlighted underwriting momentum across General Insurance. AIG Beats Q1 Earnings
• Positive Sentiment: Company press release: management calls the quarter “excellent” with Core Operating ROE ~12.2% and significant momentum — supports confidence in the turnaround strategy. AIG Reports Excellent First Quarter 2026 Results
• Positive Sentiment: Dividend increase — AIG raised the quarterly dividend to $0.50 (11.1% higher), signaling confidence in cash flow and returning capital to shareholders (ex-dividend June 15). (Company disclosure)
• Positive Sentiment: Strategic deals are producing results — Bloomberg Law notes profit gains as CEO Maurice “Zaffino’s” strategic transactions and portfolio actions take effect, reinforcing the bullish narrative on execution. AIG Profit Jumps as CEO Zaffino’s Strategic Deals Take Effect
• Neutral Sentiment: Analyst note: Barclays nudged its price target from $78 to $80 with an “equal weight” rating — a modest endorsement but not a bullish upgrade. Barclays Raises AIG Price Target
• Neutral Sentiment: Earnings call materials and transcript are available for detail on reserve development, underwriting trends and capital deployment — useful for investors who want to dig into segment-level drivers. Q1 2026 Earnings Call Transcript Q1 Presentation
• Negative Sentiment: Investment income fell sharply — Zacks and other coverage note investment income declined materially, which could mute future earnings if market yields or portfolio returns don’t recover. AIG Beats Q1 Earnings (investment income note)
• Negative Sentiment: Revenue roughly flat to estimates — total revenue missed by a sliver ($7.02B vs. $7.03B expected), underscoring that the beat was driven by underwriting and expense items rather than top-line acceleration. AIG Earnings/Press Release

Hedge Funds Weigh In On American International Group

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Price T Rowe Associates Inc. MD lifted its holdings in shares of American International Group by 39.8% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 16,371,853 shares of the insurance provider’s stock valued at $1,400,613,000 after buying an additional 4,661,246 shares during the period. Hotchkis & Wiley Capital Management LLC lifted its holdings in shares of American International Group by 22.0% during the 3rd quarter. Hotchkis & Wiley Capital Management LLC now owns 10,256,290 shares of the insurance provider’s stock valued at $805,529,000 after buying an additional 1,846,979 shares during the period. Viking Global Investors LP bought a new position in shares of American International Group in the 2nd quarter worth approximately $155,413,000. Man Group plc lifted its stake in shares of American International Group by 516.0% in the 3rd quarter. Man Group plc now owns 1,427,910 shares of the insurance provider’s stock worth $112,148,000 after purchasing an additional 1,196,090 shares during the period. Finally, Two Sigma Investments LP lifted its stake in shares of American International Group by 1,615.1% in the 3rd quarter. Two Sigma Investments LP now owns 790,343 shares of the insurance provider’s stock worth $62,074,000 after purchasing an additional 744,261 shares during the period. 90.60% of the stock is owned by institutional investors.

American International Group Company Profile

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.