PFA Pension Forsikringsaktieselskab Takes Position in American International Group, Inc. $AIG

Key Points

• PFA Pension bought 147,818 shares of AIG in Q4 valued at about $12.73 million, as institutional investors collectively own roughly 90.6% of the company.
• AIG beat Q1 expectations, reporting $2.11 GAAP EPS versus a $1.89 estimate, driven by underwriting strength, expense control and a core operating ROE near 12.2%.
• Dividend raised to $0.50 quarterly (from $0.45), a $2.00 annualized payout and ~2.5% yield, with an ex-dividend date of June 15.

PFA Pension Forsikringsaktieselskab bought a new stake in American International Group, Inc. (NYSE:AIG - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 147,818 shares of the insurance provider's stock, valued at approximately $12,732,000.

A number of other large investors have also modified their holdings of the stock. Geneos Wealth Management Inc. grew its stake in shares of American International Group by 2.6% in the second quarter. Geneos Wealth Management Inc. now owns 5,072 shares of the insurance provider's stock valued at $434,000 after buying an additional 129 shares in the last quarter. 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 last quarter. JFS Wealth Advisors LLC boosted its holdings in American International Group by 17.7% in the third quarter. JFS Wealth Advisors LLC now owns 872 shares of the insurance provider's stock valued at $68,000 after purchasing an additional 131 shares during the last quarter. Howard Capital Management Inc. boosted its holdings in American International Group by 3.0% in the third quarter. Howard Capital Management Inc. now owns 4,717 shares of the insurance provider's stock valued at $370,000 after purchasing an additional 138 shares during the last quarter. Finally, One Wealth Capital Management LLC boosted its holdings in American International Group by 3.7% in the third quarter. One Wealth Capital Management LLC now owns 4,005 shares of the insurance provider's stock valued at $315,000 after purchasing an additional 144 shares during the last quarter. Institutional investors and hedge funds own 90.60% of the company's stock.

American International Group Trading Up 0.1%

Shares of NYSE AIG opened at $78.85 on Monday. The company has a market cap of $42.34 billion, a price-to-earnings ratio of 13.91, a price-to-earnings-growth ratio of 0.60 and a beta of 0.53. American International Group, Inc. has a 12-month low of $71.25 and a 12-month high of $87.46. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.22. The stock's 50 day simple moving average is $76.85 and its 200 day simple moving average is $77.79.

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, topping the consensus estimate of $1.89 by $0.22. American International Group had a return on equity of 10.88% and a net margin of 11.86%.The business had revenue of $7.02 billion for the quarter, compared to the consensus estimate of $7.03 billion. During the same quarter last year, the business posted $1.17 EPS. Equities research analysts expect that American International Group, Inc. will post 7.75 EPS for the current year.

American International Group Increases Dividend

The firm 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 $0.50 dividend. The ex-dividend date is Monday, June 15th. This represents a $2.00 annualized dividend and a yield of 2.5%. This is an increase from American International Group's previous quarterly dividend of $0.45. American International Group's payout ratio is 31.75%.

Analysts Set New Price Targets

AIG has been the subject of a number of analyst reports. Barclays increased their price target on American International Group from $78.00 to $80.00 and gave the company an "equal weight" rating in a report on Friday. JPMorgan Chase & Co. reduced their target price on American International Group from $97.00 to $86.00 and set a "neutral" rating on the stock in a report on Monday, April 20th. Wells Fargo & Company reduced their target price on American International Group from $87.00 to $86.00 and set an "equal weight" rating on the stock in a report on Thursday, April 9th. Mizuho reduced their target price on American International Group from $86.00 to $84.00 and set a "neutral" rating on the stock in a report on Monday, April 13th. Finally, Keefe, Bruyette & Woods increased their target price on American International Group from $96.00 to $97.00 and gave the stock an "outperform" rating in a report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and twelve have issued a Hold rating to the company's stock. According to data from MarketBeat, American International Group presently has an average rating of "Hold" and an average target price of $86.88.

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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