American International Group, INYSE: AIG
Financials · Multi-line Insurance
$78.86
+5.43%
Vol: 7.4M
Research Digest
Friday, May 1, 2026
AIG reported Q1 2026 earnings of $2.11 per share beating estimates by 11%, with underwriting income more than tripling and leadership transition to Eric Andersen as CEO on June 1.
American International Group reported Q1 2026 earnings of $2.11 per share, beating Zacks consensus estimate of $1.90, up 80% year-over-year. Adjusted after-tax income increased to $1.15 billion from $702 million. General Insurance underwriting income surged nearly 220% to $774 million with combined ratio improving 850 basis points to 87.3%. Company declared 11% increase in quarterly dividend. Eric Andersen succeeds Peter Zaffino as CEO on June 1.
Previous Market Intelligence
13 daysApr 30AIG appoints new CEO, reports strong underwriting and strategic Onex partnershipPositive▶
American International Group appointed Eric Andersen as new CEO effective June 1, 2026. The company reported Q4 2025 General Insurance underwriting income rose 48% year-over-year to $670 million, with full-quarter EPS of $1.96 exceeding forecasts. AIG completed a strategic partnership with Onex and Convex, with Onex acquiring 63% controlling stake and AIG maintaining 35% minority stake. The company has made substantial progress in artificial intelligence initiatives with applications in underwriting and claims, aiming to enhance operational efficiency and fraud reduction.
Apr 29AIG appoints Eric Andersen as CEO effective June 1, reports Q1 earnings April 30Neutral▶
American International Group appointed Eric Andersen as new CEO effective June 1, 2026, with Peter Zaffino transitioning to Executive Chair and retiring mid-year. General Insurance underwriting income rose 48% YoY to $670M in Q4 2025 vs $454M in Q4 2024. AIG, Onex, and Convex completed strategic partnership giving Onex 63% controlling stake in specialty insurer with AIG retaining 35% minority stake. The company made substantial progress in AI with outcomes exceeding prior predictions. AIG will report Q1 2026 earnings April 30 with analyst expectations of $1.51 EPS and $5.62B revenue. Analyst consensus is "Hold" with 12-month target of $86.46, representing 13.27% upside.
Apr 16AIG CEO Peter Zaffino transitioning to Executive Chair mid-2026; Eric Andersen (Aon) named successor; Onex controls specialty insurer.Mixed▶
AIG announced CEO Peter Zaffino transitioning to Executive Chair by mid-2026, with Eric Andersen from Aon named as successor. General Insurance underwriting income surged 48% YoY to $670M in Q4 2025. Strategic partnership completed: Onex acquires 63% stake in specialty insurer division, AIG retains ~35% minority stake. Stock trading $77.03 with analyst consensus: Hold, 12-month PT $87.31 (+12.3% upside). Partnership with CVC committing $3.5B to reshape investment portfolio.
Apr 15AIG receives average Hold rating from analysts; multiple price target reductions signal cautious outlook ahead of April 30 earnings.Negative▶
AIG faces analyst caution with Morgan Stanley, Wells Fargo, and Barclays all reducing price targets in early April, citing rising litigation costs and execution risks. The stock has declined 9% year-to-date. Q1 2026 earnings scheduled for April 30.
Apr 14No significant overnight updatesNeutral▶
Apr 13AIG announced $3.5B strategic partnership with CVC to reshape investment portfolio; Q1 earnings due April 30.Positive▶
American International Group announced a $3.5 billion strategic partnership with CVC Capital Partners to reshape its investment portfolio. Q4 2025 underwriting income surpassed $2 billion for first time since 2008, with EPS of $1.96. Full-year 2025 adjusted after-tax income reached $4 billion (up 24%). Leveraging AI for underwriting and claims. Analysts rate AIG as Hold with $87.29 target.
Apr 10AIG Q1 2026 earnings due April 30; analyst sentiment mixed with recent price target cuts.Neutral▶
AIG will report Q1 2026 earnings April 30 after market close. Recent analyst actions show cautious sentiment: Wells Fargo and Morgan Stanley cut price targets, with Barclays lowering target to $78 on April 8. AIG reported Q4 2025 EPS of $1.96 (beat) on $6.55B revenue (miss). AIG announced $3.5B strategic partnership with CVC.
Apr 9AIG announces strategic partnership with CVC, commits $3.5B investment; Q1 earnings April 30Positive▶
American International Group announced strategic $3.5B partnership with CVC to reshape investment portfolio and improve regulatory efficiency. Company advanced AI implementation with capabilities exceeding previous predictions. Everest Group selling U.S., U.K., European, and Asia Pacific Commercial Retail renewal rights (~$2B) to AIG. Stock at $76.32; Q1 2026 earnings scheduled April 30.
Apr 8No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 7AIG Q1 results April 30; Morgan Stanley cuts PT to $82.Neutral▶
AIG Q1 2026 results April 30. Morgan Stanley cut PT $83 to $82 April 6. Partners with CVC on $3.5B portfolio reshaping. Participating in $40B reinsurance for Strait of Hormuz. Hold consensus $87.94 target.
Apr 6American International Group: Strategic Partnership and AI InitiativePositive▶
American International Group announced a strategic partnership with CVC, committing $3.5 billion to reshape its investment portfolio for enhanced regulatory efficiency and improved returns. AIG reported 51% year-over-year increase in Q4 adjusted after-tax income with plans for at least $1 billion in 2026 share repurchases and low to mid teens net premiums written growth. In February 2026, AIG was upgraded to Buy from Neutral at Goldman Sachs while Jefferies reaffirmed their Buy rating. On March 16, 2026, AIG and McGill and Partners announced collaboration using agentic AI and Palantir Foundry for real-time underwriting supporting up to $1.60 billion specialty Gross Premiums Written.
Apr 3AIG announces CEO transition: Peter Zaffino to Executive Chair, Eric Andersen to assume CEO role after June 1.Neutral▶
AIG announced planned CEO succession effective after June 1, 2026: Peter Zaffino transitions to Executive Chair while Eric Andersen assumes CEO role. 2025 results: $2B+ underwriting income, net income per diluted share of $5.43, returned $6.8 billion capital to shareholders. AIG committed $3.5 billion strategic partnership with CVC. Upcoming earnings April 30. Annual meeting May 13.
Apr 2American International Group partners with CVC on $3.5B strategic investment; Q4 2025 EPS of $1.96 beat forecasts with underwriting income surpassing $2B.Positive▶
AIG announced strategic partnership with CVC, committing $3.5 billion to reshape investment portfolio and enhance regulatory efficiency and returns. Q4 2025 earnings exceeded forecasts with EPS of $1.96 (up 3.16%), and underwriting income surpassed $2 billion for first time since 2008. Despite 12.04% YTD decline, analysts remain optimistic with 10.3% earnings growth expected in 2026. Strong dividend yield of 2.39% highlighted. CEO Peter Zaffino emphasized progress in generative AI adoption.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| AIGAMERICAN | $78.86 | +5.43% | -2.1% | 8.5x | 0.60 | $40.0B |
| LLOEWS | $112.00 | -0.54% | +4.5% | 38.8x | 0.59 | $23.2B |
| AIZASSURANT | $232.06 | -1.78% | +8.4% | 10.7x | 0.56 | $11.8B |
| BRK.BBERKSHIRE | $474.00 | +0.08% | -0.6% | 21.8x | 0.70 | $1.02T |
| JPMJPMORGAN | $313.11 | -0.04% | +6.0% | 13.3x | 1.04 | $839.3B |
| VVISA | $328.42 | -0.43% | +8.7% | 22.5x | — | $627.4B |
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