American International Group, Inc. (NYSE:AIG) Given Average Recommendation of "Hold" by Brokerages

Key Points

• Analysts assign AIG a consensus Hold rating from 20 firms (12 hold, 7 buy, 1 strong buy) with an average one‑year target of about $86.88, while several brokers have recently trimmed their price targets.
• AIG beat Q1 estimates with EPS $2.11 driven by underwriting strength and expense control (Core Operating ROE ~12.2%), though investment income fell and total revenue was roughly flat versus expectations.
• The company raised its quarterly dividend to $0.50 (an ~11% increase from $0.45), implying a $2.00 annualized payout and a roughly 2.5% yield.

American International Group, Inc. (NYSE:AIG - Get Free Report) has been given a consensus rating of "Hold" by the twenty ratings firms that are currently covering the firm, MarketBeat Ratings reports. Twelve analysts have rated the stock with a hold recommendation, seven have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average 1 year target price among brokers that have updated their coverage on the stock in the last year is $86.8824.

Several equities analysts have recently issued reports on AIG shares. JPMorgan Chase & Co. reduced their target price on American International Group from $97.00 to $86.00 and set a "neutral" rating for the company in a report on Monday, April 20th. UBS Group reduced their target price on American International Group from $94.00 to $92.00 and set a "buy" rating for the company in a report on Tuesday, February 17th. Evercore reduced their target price on American International Group from $90.00 to $85.00 in a report on Friday, January 23rd. Bank of America dropped their price objective on American International Group from $80.00 to $79.00 and set a "neutral" rating on the stock in a research note on Tuesday, April 14th. Finally, Morgan Stanley dropped their price objective on American International Group from $83.00 to $82.00 and set an "equal weight" rating on the stock in a research note on Monday, April 6th.

American International Group Stock Performance

AIG stock opened at $78.85 on Friday. The firm 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. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.22. The business has a 50 day moving average of $76.85 and a 200-day moving average of $77.85. American International Group has a 12-month low of $71.25 and a 12-month high of $87.46.

American International Group (NYSE:AIG - Get Free Report) last released its earnings results on Thursday, April 30th. The insurance provider reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.89 by $0.22. The company had revenue of $7.02 billion during the quarter, compared to analyst estimates of $7.03 billion. American International Group had a return on equity of 10.88% and a net margin of 11.86%.During the same period in the prior year, the company posted $1.17 earnings per share. As a group, sell-side analysts expect that American International Group will post 7.75 earnings per share for the current year.

American International Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 29th. Investors of record on Monday, June 15th will be paid a $0.50 dividend. The ex-dividend date is Monday, June 15th. This is a positive change from American International Group's previous quarterly dividend of $0.45. This represents a $2.00 annualized dividend and a yield of 2.5%. American International Group's dividend payout ratio (DPR) is currently 33.21%.

Hedge Funds Weigh In On American International Group

Several institutional investors have recently bought and sold shares of AIG. Brighton Jones LLC purchased a new position in American International Group in the fourth quarter valued at approximately $1,091,000. Sivia Capital Partners LLC lifted its stake in American International Group by 30.7% in the second quarter. Sivia Capital Partners LLC now owns 5,050 shares of the insurance provider's stock valued at $432,000 after purchasing an additional 1,185 shares during the last quarter. Flow Traders U.S. LLC purchased a new position in American International Group in the second quarter valued at approximately $217,000. Ieq Capital LLC lifted its stake in American International Group by 11.5% in the second quarter. Ieq Capital LLC now owns 244,871 shares of the insurance provider's stock valued at $20,958,000 after purchasing an additional 25,311 shares during the last quarter. Finally, HUB Investment Partners LLC purchased a new position in American International Group in the second quarter valued at approximately $269,000. Hedge funds and other institutional investors own 90.60% of the company's stock.

Key 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

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.

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