New York State Teachers Retirement System Has $36.59 Million Position in American International Group, Inc. $AIG

Key Points

• New York State Teachers Retirement System trimmed its AIG holding by 5.4%, selling 24,220 shares to end the quarter with 427,700 shares valued at $36.59 million (about 0.08% ownership).
• AIG beat Q1 EPS ($2.11 vs. $1.89) driven by underwriting strength and expense control with management calling the quarter "excellent" and Core Operating ROE ~12.2%, though investment income fell and revenue was roughly flat to estimates.
• Dividend raised to $0.50 quarterly (an 11.1% increase, ex-dividend June 15), while analysts are mixed—consensus rating "Hold" with an average price target of $86.88.

New York State Teachers Retirement System reduced its stake in shares of American International Group, Inc. (NYSE:AIG - Free Report) by 5.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 427,700 shares of the insurance provider's stock after selling 24,220 shares during the quarter. New York State Teachers Retirement System owned approximately 0.08% of American International Group worth $36,590,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. Westfuller Advisors LLC acquired a new stake in shares of American International Group during the third quarter worth approximately $26,000. Atlantic Union Bankshares Corp boosted its holdings in shares of American International Group by 7,100.0% during the third quarter. Atlantic Union Bankshares Corp now owns 360 shares of the insurance provider's stock worth $28,000 after purchasing an additional 355 shares during the period. Eastern Bank boosted its holdings in shares of American International Group by 2,473.3% during the third quarter. Eastern Bank now owns 386 shares of the insurance provider's stock worth $30,000 after purchasing an additional 371 shares during the period. Motco boosted its holdings in shares of American International Group by 950.0% during the third quarter. Motco now owns 420 shares of the insurance provider's stock worth $33,000 after purchasing an additional 380 shares during the period. Finally, Aventura Private Wealth LLC acquired a new stake in shares of American International Group during the fourth quarter worth approximately $39,000. 90.60% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting American International Group

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

Wall Street Analysts Forecast Growth

Several research firms recently commented on AIG. Morgan Stanley decreased their price target on shares of American International Group from $83.00 to $82.00 and set an "equal weight" rating for the company in a report on Monday, April 6th. HSBC reduced their target price on shares of American International Group from $90.00 to $89.00 and set a "buy" rating for the company in a research note on Tuesday, April 7th. UBS Group reduced their target price on shares of American International Group from $94.00 to $92.00 and set a "buy" rating for the company in a research note on Tuesday, February 17th. Mizuho reduced their price objective on shares of American International Group from $86.00 to $84.00 and set a "neutral" rating for the company in a research note on Monday, April 13th. Finally, JPMorgan Chase & Co. dropped their target price on shares of American International Group from $97.00 to $86.00 and set a "neutral" rating on the stock in a research report on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and twelve have assigned a Hold rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Hold" and an average price target of $86.88.

American International Group Trading Up 5.4%

Shares of American International Group stock opened at $78.85 on Friday. The firm has a market capitalization of $42.34 billion, a PE ratio of 14.55, a price-to-earnings-growth ratio of 0.57 and a beta of 0.53. The company has a debt-to-equity ratio of 0.22, a current ratio of 0.61 and a quick ratio of 0.61. The company's fifty day moving average price is $76.85 and its two-hundred day moving average price is $77.85. American International Group, Inc. has a 52-week low of $71.25 and a 52-week high of $87.46.

American International Group (NYSE:AIG - Get Free Report) last announced its quarterly 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. American International Group had a net margin of 11.86% and a return on equity of 10.88%. The firm had revenue of $7.02 billion for the quarter, compared to analyst estimates of $7.03 billion. During the same quarter in the previous year, the firm posted $1.17 EPS. On average, analysts expect that American International Group, Inc. will post 7.75 EPS for the current year.

American International Group Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 29th. Stockholders of record on Monday, June 15th will be paid a $0.50 dividend. The ex-dividend date is Monday, June 15th. This represents a $2.00 annualized dividend and a dividend yield of 2.5%. This is a boost from American International Group's previous quarterly dividend of $0.45. American International Group's dividend payout ratio is presently 33.21%.

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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