American International Group (NYSE:AIG) Stock Price Expected to Rise, Barclays Analyst Says

Key Points

• Barclays raised its price target on AIG to $80 from $78 while maintaining an "equal weight" rating, implying roughly a 1.97% upside from the current price.
• AIG posted a strong Q1 with adjusted EPS of $2.11 versus $1.89 expected (≈+80% YoY), driven by a surge in underwriting income, and raised its quarterly dividend to $0.50.
• Consensus remains a Hold with a mean target of $86.88, and the stock rallied about 4.9% to $78.45 on the results.

American International Group (NYSE:AIG - Get Free Report) had its target price lifted by equities research analysts at Barclays from $78.00 to $80.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has an "equal weight" rating on the insurance provider's stock. Barclays's price objective would suggest a potential upside of 1.97% from the company's current price.

AIG has been the topic of a number of other research reports. Keefe, Bruyette & Woods increased their target price on American International Group from $96.00 to $97.00 and gave the company an "outperform" rating in a report on Thursday, February 12th. UBS Group lowered their target price on American International Group from $94.00 to $92.00 and set a "buy" rating on the stock in a report on Tuesday, February 17th. Cantor Fitzgerald increased their target price on American International Group from $77.00 to $81.00 and gave the company a "neutral" rating in a report on Tuesday, February 17th. Morgan Stanley lowered their target price on American International Group from $83.00 to $82.00 and set an "equal weight" rating on the stock in a report on Monday, April 6th. Finally, Evercore dropped their price target on shares of American International Group from $90.00 to $85.00 in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus target price of $86.88.

American International Group Stock Up 4.9%

Shares of NYSE:AIG traded up $3.65 during trading on Friday, reaching $78.45. 3,623,196 shares of the stock traded hands, compared to its average volume of 4,662,318. The stock has a 50-day moving average of $76.85 and a two-hundred day moving average of $77.85. American International Group has a 52-week low of $71.25 and a 52-week high of $87.46. The company has a debt-to-equity ratio of 0.22, a quick ratio of 0.61 and a current ratio of 0.61. The stock has a market cap of $42.12 billion, a P/E ratio of 14.51, a price-to-earnings-growth ratio of 0.56 and a beta of 0.59.

American International Group (NYSE:AIG - Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The insurance provider reported $2.11 EPS for the quarter, beating analysts' consensus estimates of $1.89 by $0.22. American International Group had a net margin of 11.56% and a return on equity of 9.79%. The firm had revenue of $7.02 billion for the quarter, compared to analysts' expectations of $7.03 billion. During the same quarter 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 fiscal year.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Modus Advisors LLC bought a new stake in American International Group in the 4th quarter valued at $27,000. Navalign LLC bought a new stake in American International Group in the 4th quarter valued at $29,000. Westfuller Advisors LLC bought a new stake in American International Group in the 3rd quarter valued at $26,000. Mcguire Capital Advisors Inc. bought a new stake in American International Group in the 4th quarter valued at $29,000. Finally, Atlantic Union Bankshares Corp increased its holdings in American International Group by 7,100.0% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 360 shares of the insurance provider's stock valued at $28,000 after acquiring an additional 355 shares during the last quarter. Hedge funds and other institutional investors own 90.60% of the company's stock.

Key Headlines Impacting American International Group

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

• Positive Sentiment: Q1 earnings beat and large EPS gain — AIG reported adjusted EPS of $2.11, topping consensus and marking an ~80% year‑over‑year increase; management highlighted strong operating performance and a Core Operating ROE of 12.2%, which supports higher earnings visibility. AIG Reports Excellent First Quarter 2026 Results
• Positive Sentiment: Underwriting income surge — Underwriting income in the General Insurance unit more than tripled in Q1, a main driver of the profit beat and improved margins; analysts and press coverage emphasize underwriting resilience as a catalyst for continued outperformance. AIG Q1 earnings beat, buoyed by surging underwriting income in general insurance unit
• Positive Sentiment: CEO strategy taking effect — Bloomberg Law and other outlets attribute the profit jump to strategic deals and portfolio actions under CEO Peter Zaffino, reinforcing investor confidence in management’s capital allocation and underwriting strategy. AIG Profit Jumps as CEO Zaffino’s Strategic Deals Take Effect
• Positive Sentiment: Dividend increase — AIG raised its quarterly dividend to $0.50 (an 11.1% increase from $0.45), signaling confidence in cash flow and returning more capital to shareholders; this supports income investors and may lift multiple sentiment.
• Neutral Sentiment: Revenue roughly in line — Reported revenue was $7.02B versus consensus ~$7.03B (effectively flat), so upside was driven by underwriting and margin improvement rather than top‑line growth. Press Release / Slide Deck

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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