Caisse Des Depots ET Consignations Buys 13,910 Shares of American International Group, Inc. $AIG

Key Points

• Caisse Des Depots et Consignations increased its stake in AIG by 207.3% in Q4, adding 13,910 shares to own 20,619 shares worth about $1.76 million.
• AIG reported Q1 EPS of $2.11, beating estimates on underwriting strength and expense control, and raised its quarterly dividend to $0.50 (ex-dividend June 15), a roughly 11% increase.\
• Institutional investors own 90.6% of AIG with large share increases from Vanguard and Capital Research; the stock trades near $78.85 (market cap ~$42.3B) and carries an average analyst target of $86.88 with a consensus rating of "Hold."

Caisse Des Depots ET Consignations grew its stake in American International Group, Inc. (NYSE:AIG - Free Report) by 207.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,619 shares of the insurance provider's stock after acquiring an additional 13,910 shares during the period. Caisse Des Depots ET Consignations' holdings in American International Group were worth $1,764,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in AIG. Vanguard Group Inc. lifted its position in shares of American International Group by 11.6% in the 3rd quarter. Vanguard Group Inc. now owns 68,482,752 shares of the insurance provider's stock worth $5,378,635,000 after purchasing an additional 7,117,583 shares during the period. Capital Research Global Investors lifted its position in shares of American International Group by 79.6% in the 3rd quarter. Capital Research Global Investors now owns 28,534,448 shares of the insurance provider's stock worth $2,241,091,000 after purchasing an additional 12,645,616 shares during the period. Wellington Management Group LLP lifted its position in shares of American International Group by 7.9% in the 3rd quarter. Wellington Management Group LLP now owns 26,046,055 shares of the insurance provider's stock worth $2,045,657,000 after purchasing an additional 1,899,203 shares during the period. Diamond Hill Capital Management Inc. lifted its position in shares of American International Group by 4.3% in the 3rd quarter. Diamond Hill Capital Management Inc. now owns 12,111,405 shares of the insurance provider's stock worth $951,230,000 after purchasing an additional 499,330 shares during the period. Finally, Hotchkis & Wiley Capital Management LLC lifted its position in shares of American International Group by 22.0% in the 3rd quarter. Hotchkis & Wiley Capital Management LLC now owns 10,256,290 shares of the insurance provider's stock worth $805,529,000 after purchasing an additional 1,846,979 shares during the period. 90.60% of the stock is currently owned by institutional investors.

American International Group Trading Up 5.4%

NYSE:AIG opened at $78.85 on Friday. American International Group, Inc. has a 52 week low of $71.25 and a 52 week high of $87.46. The firm has a 50 day moving average of $76.85 and a 200 day moving average of $77.85. 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 stock has a market capitalization of $42.34 billion, a price-to-earnings ratio of 14.55, a PEG ratio of 0.57 and a beta of 0.53.

American International Group (NYSE:AIG - Get Free Report) last posted its 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 11.86% and a return on equity of 10.88%. The company had revenue of $7.02 billion during 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 anticipate that American International Group, Inc. will post 7.75 earnings per share for the current fiscal year.

American International Group Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 29th. Investors of record on Monday, June 15th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend 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 dividend on an annualized basis and a yield of 2.5%. American International Group's dividend payout ratio is currently 33.21%.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on AIG. Evercore lowered their price target on shares of American International Group from $90.00 to $85.00 in a research report on Friday, January 23rd. HSBC lowered their price target on shares of American International Group from $90.00 to $89.00 and set a "buy" rating for the company in a research report on Tuesday, April 7th. Bank of America lowered their price target on shares of American International Group from $80.00 to $79.00 and set a "neutral" rating for the company in a research report on Tuesday, April 14th. Barclays upped their price target on shares of American International Group from $78.00 to $80.00 and gave the stock an "equal weight" rating in a research report on Friday. Finally, Piper Sandler lowered their price target on shares of American International Group from $95.00 to $88.00 and set an "overweight" rating for the company in a research report on Thursday, February 12th. One investment 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 company's stock. According to data from MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $86.88.

American International Group News Roundup

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

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.

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