Strs Ohio Decreases Holdings in American International Group, Inc. $AIG

Key Points

• Strs Ohio cut its stake in American International Group by 15.9% in Q4, selling 35,317 shares and ending the period with 186,506 shares worth about $15.96 million.
• AIG reported stronger-than-expected Q1 results with $2.11 GAAP EPS (vs. $1.89 est.) driven by underwriting gains and expense control, and raised its quarterly dividend to $0.50 (up 11.1%).
• Institutional investors now own about 90.6% of AIG; several funds (Artemis, PFA, Caisse Des Depots) added or initiated positions in Q4, while analysts maintain a consensus "Hold" with an average target near $86.88.

Strs Ohio lessened its stake in shares of American International Group, Inc. (NYSE:AIG - Free Report) by 15.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 186,506 shares of the insurance provider's stock after selling 35,317 shares during the period. Strs Ohio's holdings in American International Group were worth $15,956,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Artemis Investment Management LLP purchased a new stake in American International Group during the fourth quarter worth about $6,799,000. Caisse Des Depots ET Consignations increased its holdings in American International Group by 207.3% during the fourth quarter. Caisse Des Depots ET Consignations now owns 20,619 shares of the insurance provider's stock worth $1,764,000 after buying an additional 13,910 shares during the last quarter. PFA Pension Forsikringsaktieselskab purchased a new stake in American International Group during the fourth quarter worth about $12,732,000. Horizon Investments LLC increased its holdings in American International Group by 2.7% during the fourth quarter. Horizon Investments LLC now owns 11,661 shares of the insurance provider's stock worth $998,000 after buying an additional 308 shares during the last quarter. Finally, One Wealth Advisors LLC increased its stake in shares of American International Group by 123.0% in the fourth quarter. One Wealth Advisors LLC now owns 5,761 shares of the insurance provider's stock worth $493,000 after purchasing an additional 3,178 shares in the last quarter. Hedge funds and other institutional investors own 90.60% of the company's stock.

Trending Headlines about 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 Analyst Weigh In

AIG has been the subject of several recent research reports. Wells Fargo & Company reduced their target price on shares of American International Group from $87.00 to $86.00 and set an "equal weight" rating for the company in a research note on Thursday, April 9th. Piper Sandler reduced their target price on shares of American International Group from $95.00 to $88.00 and set an "overweight" rating for the company in a research note on Thursday, February 12th. JPMorgan Chase & Co. reduced their target price on shares of American International Group from $97.00 to $86.00 and set a "neutral" rating for the company in a research note on Monday, April 20th. Cantor Fitzgerald lifted their target price on shares of American International Group from $77.00 to $81.00 and gave the stock a "neutral" rating in a research note on Tuesday, February 17th. Finally, 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. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, American International Group has a consensus rating of "Hold" and an average target price of $86.88.

American International Group Trading Up 0.1%

Shares of American International Group stock opened at $78.85 on Monday. American International Group, Inc. has a 1 year low of $71.25 and a 1 year high of $87.46. The firm has a market cap of $42.34 billion, a PE ratio of 13.91, a PEG ratio of 0.60 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 has a 50 day simple moving average of $76.85 and a two-hundred day simple moving average of $77.79.

American International Group (NYSE:AIG - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The insurance provider reported $2.11 earnings per share for the quarter, topping analysts' consensus estimates of $1.89 by $0.22. The firm had revenue of $7.02 billion during the quarter, compared to analyst estimates of $7.03 billion. American International Group had a net margin of 11.86% and a return on equity of 10.88%. During the same period in the previous year, the business posted $1.17 EPS. Analysts expect 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 declared a quarterly dividend, which will be paid on Monday, June 29th. Investors of record on Monday, June 15th will be issued a dividend of $0.50 per share. The ex-dividend date is Monday, June 15th. This represents a $2.00 dividend on an annualized basis 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 dividend payout ratio (DPR) is currently 31.75%.

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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