American International Group, Inc. (NYSE:AIG) Receives Consensus Rating of "Hold" from Analysts

Key Points

• Analyst sentiment is neutral: Twenty analysts give AIG a consensus “Hold” rating, comprising 12 hold and eight buy recommendations. The average 12-month price target is $88.37 versus the referenced share price of $76.96.
• AIG reported mixed quarterly results: Earnings per share of $2.00 exceeded estimates of $1.92, while revenue of $7.08 billion fell short of the $7.25 billion consensus. The company also declared a quarterly dividend of $0.50 per share, representing a 2.6% annualized yield.
• Investors face a leadership transition: Executive Chair Peter Zaffino is set to leave AIG’s board on September 15, 2026, to join Palantir, while remaining as a senior advisor. Lead Independent Director John Rice will become board chair, providing planned governance continuity.

Shares of American International Group, Inc. (NYSE:AIG - Get Free Report) have earned an average recommendation of "Hold" from the twenty ratings firms that are covering the company, MarketBeat reports. Twelve equities research analysts have rated the stock with a hold recommendation and eight have assigned a buy recommendation to the company. The average 12-month price objective among brokers that have issued ratings on the stock in the last year is $88.3684.

AIG has been the topic of a number of recent research reports. Cantor Fitzgerald lowered their price target on shares of American International Group from $92.00 to $90.00 and set an "overweight" rating on the stock in a research report on Monday, August 17th. The Goldman Sachs Group lifted their price target on shares of American International Group from $85.00 to $88.00 and gave the company a "buy" rating in a research report on Wednesday, July 1st. Morgan Stanley reduced their price target on shares of American International Group from $82.00 to $81.00 and set an "equal weight" rating on the stock in a research note on Wednesday, August 12th. Weiss Ratings upgraded shares of American International Group from a "hold (c+)" rating to a "buy (b-)" rating in a report on Thursday, July 2nd. Finally, JPMorgan Chase & Co. increased their price objective on shares of American International Group from $86.00 to $90.00 and gave the stock a "neutral" rating in a research report on Monday, July 20th.

Insider Transactions at American International Group

In related news, insider Peter Zaffino sold 200,000 shares of the stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $76.47, for a total transaction of $15,294,000.00. Following the transaction, the insider owned 592,833 shares of the company's stock, valued at approximately $45,333,939.51. This represents a 25.23% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company's stock.

Institutional Trading of American International Group

Several hedge funds have recently made changes to their positions in the business. Geneos Wealth Management Inc. increased its position in shares of American International Group by 2.6% during the second quarter. Geneos Wealth Management Inc. now owns 5,072 shares of the insurance provider's stock worth $434,000 after acquiring an additional 129 shares during the period. Westwood Holdings Group Inc. boosted its holdings in American International Group by 2.9% in the second quarter. Westwood Holdings Group Inc. now owns 4,627 shares of the insurance provider's stock valued at $396,000 after purchasing an additional 130 shares during the period. L2 Asset Management LLC grew its stake in American International Group by 4.8% during the 2nd quarter. L2 Asset Management LLC now owns 3,046 shares of the insurance provider's stock worth $227,000 after purchasing an additional 139 shares in the last quarter. Larson Financial Group LLC increased its holdings in American International Group by 12.6% during the 4th quarter. Larson Financial Group LLC now owns 1,250 shares of the insurance provider's stock worth $107,000 after purchasing an additional 140 shares during the period. Finally, GW&K Investment Management LLC increased its holdings in American International Group by 8.1% during the 4th quarter. GW&K Investment Management LLC now owns 1,917 shares of the insurance provider's stock worth $164,000 after purchasing an additional 144 shares during the period. Institutional investors and hedge funds own 90.60% of the company's stock.

American International Group Stock Up 1.1%

Shares of AIG opened at $76.96 on Friday. The stock has a 50 day moving average price of $77.95 and a 200 day moving average price of $76.99. American International Group has a one year low of $71.25 and a one year high of $87.29. 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 capitalization of $40.24 billion, a price-to-earnings ratio of 14.07, a PEG ratio of 0.85 and a beta of 0.50.

American International Group (NYSE:AIG - Get Free Report) last announced its quarterly earnings data on Friday, August 7th. The insurance provider reported $2.00 earnings per share for the quarter, beating analysts' consensus estimates of $1.92 by $0.08. American International Group had a return on equity of 11.05% and a net margin of 11.13%.The company had revenue of $7.08 billion for the quarter, compared to analyst estimates of $7.25 billion. During the same quarter last year, the firm posted $1.81 EPS. Equities research analysts forecast that American International Group will post 8.02 earnings per share for the current fiscal year.

American International Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Wednesday, September 16th will be paid a $0.50 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 2.6%. American International Group's payout ratio is presently 36.56%.

American International Group News Roundup

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

• Positive Sentiment: Argus reaffirmed its “Buy” rating on AIG and set a $90 price target, implying approximately 16.9% upside from the referenced $76.96 share price. The target suggests the firm sees further value in AIG’s insurance operations and earnings outlook. Argus reaffirms buy rating and $90 price target
• Negative Sentiment: Peter Zaffino will step down as AIG’s Executive Chair and leave the company’s board effective September 15, 2026. He is joining Palantir Technologies as global head of financial services, which could create uncertainty for investors given his role in AIG’s strategic direction. AIG announces board leadership transition
• Neutral Sentiment: AIG said Zaffino will become a Senior Advisor and continue supporting the executive leadership transition. Lead Independent Director John Rice will become board chair, indicating that the change is planned and that governance continuity is in place, though investors may continue monitoring the impact on execution and strategy. AIG executive chair Peter Zaffino to step down

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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