LSV Asset Management Decreases Holdings in American International Group, Inc. $AIG

LSV Asset Management lessened its holdings in American International Group, Inc. (NYSE:AIG) by 0.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,902,519 shares of the insurance provider’s stock after selling 34,021 shares during the quarter. LSV Asset Management owned 0.70% of American International Group worth $306,504,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC purchased a new stake in shares of American International Group during the fourth quarter worth about $1,091,000. Sivia Capital Partners LLC grew its position in shares of American International Group by 30.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,050 shares of the insurance provider’s stock worth $432,000 after buying an additional 1,185 shares during the last quarter. Blair William & Co. IL increased its stake in shares of American International Group by 8.6% during the second quarter. Blair William & Co. IL now owns 17,323 shares of the insurance provider’s stock valued at $1,483,000 after buying an additional 1,366 shares during the period. IFP Advisors Inc boosted its holdings in American International Group by 24.3% in the second quarter. IFP Advisors Inc now owns 3,582 shares of the insurance provider’s stock valued at $307,000 after acquiring an additional 700 shares in the last quarter. Finally, Concurrent Investment Advisors LLC raised its holdings in American International Group by 150.4% in the 2nd quarter. Concurrent Investment Advisors LLC now owns 10,154 shares of the insurance provider’s stock worth $869,000 after purchasing an additional 6,099 shares in the last quarter. Institutional investors own 90.60% of the company’s stock.

Key American International Group News

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

• Positive Sentiment: Q4 beat and shareholder returns: AIG reported $1.96 EPS (above consensus), highlighted strong full‑year results and emphasized capital returns to shareholders — a core reason investors cheered the print. AIG reports strong Q4 2025 earnings and shareholder returns
• Positive Sentiment: Underwriting strength appears sustainable: General Insurance underwriting income rose sharply (reported ~48% rise in Q4) and analysts flag sustained improvement and a ratings upgrade thesis. That supports better margin outlook versus peers. AIG’s GI underwriting income rises 48% in Q4’25
• Positive Sentiment: Earnings call highlights profitable growth momentum: Management reinforced profitable growth initiatives and execution, which amplified investor confidence post‑results. AIG Earnings Call Signals Profitable Growth Momentum
• Positive Sentiment: Dividend resumed/confirmed: A quarterly dividend of $0.45 was declared (record March 16), supporting income investor demand and signaling confidence in the balance sheet.
• Neutral Sentiment: Valuation commentary: Analysts/publishers are re‑assessing AIG’s valuation after the earnings beat; some see upside given earnings and capital returns, while others remain cautious about near‑term headwinds. A Look At AIG’s (AIG) Valuation After Strong Q4 Earnings And Capital Returns
• Neutral Sentiment: Key metrics: EPS and underwriting drove the beat, but revenue and some top‑line metrics had mixed showings — worth watching in upcoming quarters. AIG Q4 Earnings Beat Estimates, Up Y/Y on Solid Underwriting
• Negative Sentiment: Investment income weakness and accounting items: Net investment income slid and AIG cited unrealized losses tied to its Corebridge stake and one‑time comparatives that trimmed reported profit, raising some caution. AIG Logs Lower Profit as Net Investment Income Slides
• Negative Sentiment: Analyst target trimmed: Barclays cut its price target to $79 and kept an equal‑weight rating, signaling limited near‑term upside from that shop. Barclays adjusts price target on AIG
• Negative Sentiment: Premiums and top‑line pressure: Some coverage notes that general insurance net premiums written disappointed versus expectations, limiting revenue growth visibility. AIG Q4 earnings beat but GI net premiums written disappoint

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the company. The Goldman Sachs Group lifted their price objective on American International Group from $81.00 to $83.00 and gave the company a “neutral” rating in a research report on Thursday, January 8th. TD Cowen increased their price objective on American International Group from $86.00 to $90.00 and gave the stock a “hold” rating in a report on Tuesday, December 16th. Royal Bank Of Canada initiated coverage on shares of American International Group in a research report on Tuesday, November 25th. They issued a “sector perform” rating and a $85.00 target price on the stock. Wells Fargo & Company lifted their price target on shares of American International Group from $83.00 to $85.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 13th. Finally, Evercore decreased their target price on shares of American International Group from $90.00 to $85.00 in a research note on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and fourteen have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $87.32.

American International Group Stock Up 4.7%

Shares of American International Group stock opened at $78.52 on Thursday. The company has a 50-day simple moving average of $78.83 and a two-hundred day simple moving average of $78.84. The stock has a market capitalization of $42.37 billion, a PE ratio of 14.49, a price-to-earnings-growth ratio of 0.56 and a beta of 0.61. American International Group, Inc. has a 52-week low of $71.25 and a 52-week high of $88.07. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.32 and a current ratio of 1.32.

American International Group (NYSE:AIG) last announced its quarterly earnings results on Tuesday, February 10th. The insurance provider reported $1.96 earnings per share for the quarter, beating the consensus estimate of $1.90 by $0.06. American International Group had a net margin of 11.56% and a return on equity of 9.78%. The company had revenue of $6.91 billion during the quarter, compared to the consensus estimate of $6.99 billion. During the same quarter last year, the firm earned $1.30 earnings per share. On average, analysts anticipate that American International Group, Inc. will post 6.24 EPS for the current fiscal year.

American International Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Monday, March 16th will be given a $0.45 dividend. The ex-dividend date of this dividend is Monday, March 16th. This represents a $1.80 dividend on an annualized basis and a yield of 2.3%. American International Group’s payout ratio is 33.21%.

American International Group 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.