Barclays Has Lowered Expectations for American International Group (NYSE:AIG) Stock Price

American International Group (NYSE:AIG) had its price objective dropped by investment analysts at Barclays from $81.00 to $79.00 in a report issued on Wednesday,MarketScreener reports. The brokerage presently has an “equal weight” rating on the insurance provider’s stock. Barclays‘s price target would suggest a potential upside of 1.29% from the stock’s current price.

A number of other brokerages have also weighed in on AIG. Mizuho cut their price objective on American International Group from $84.00 to $83.00 and set a “neutral” rating on the stock in a research report on Wednesday, January 14th. Keefe, Bruyette & Woods lifted their price objective on American International Group from $91.00 to $96.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Weiss Ratings reiterated a “buy (b-)” rating on shares of American International Group in a report on Monday, December 29th. Evercore decreased their target price on American International Group from $90.00 to $85.00 in a research report on Friday, January 23rd. Finally, Wall Street Zen cut American International Group from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and fourteen have issued a Hold rating to the company. According to MarketBeat, American International Group currently has a consensus rating of “Hold” and a consensus price target of $87.32.

American International Group Stock Up 4.0%

American International Group stock opened at $77.99 on Wednesday. The firm’s fifty day moving average is $78.80 and its 200 day moving average is $78.84. The company has a market capitalization of $42.08 billion, a PE ratio of 14.29, a PEG ratio of 0.56 and a beta of 0.61. The company has a quick ratio of 1.32, a current ratio of 1.32 and a debt-to-equity ratio of 0.22. American International Group has a 12-month low of $71.25 and a 12-month high of $88.07.

American International Group (NYSE:AIG) last announced its quarterly earnings data on Tuesday, February 10th. The insurance provider reported $1.96 EPS for the quarter, topping the consensus estimate of $1.90 by $0.06. American International Group had a net margin of 11.89% and a return on equity of 9.09%. The business had revenue of $6.91 billion for the quarter, compared to analyst estimates of $6.99 billion. During the same quarter in the previous year, the firm posted $1.30 earnings per share. As a group, sell-side analysts predict that American International Group will post 6.24 EPS for the current fiscal year.

Institutional Trading of American International Group

Several hedge funds and other institutional investors have recently bought and sold shares of AIG. Westfuller Advisors LLC acquired a new position in American International Group in the third quarter valued at approximately $26,000. Atlantic Union Bankshares Corp increased its holdings in shares of American International Group by 7,100.0% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 360 shares of the insurance provider’s stock valued at $28,000 after purchasing an additional 355 shares in the last quarter. Navalign LLC acquired a new position in shares of American International Group in the 4th quarter valued at $29,000. Eastern Bank boosted its holdings in 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 buying an additional 371 shares in the last quarter. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in American International Group during the second quarter valued at $32,000. 90.60% of the stock is owned by institutional investors and hedge funds.

American International Group News Summary

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

• Positive Sentiment: AIG beat earnings estimates and highlighted underwriting gains: AIG reported $1.96 EPS for Q4, topping consensus and pointing to improved underwriting performance that supports profit momentum and analyst revisions. Press Release
• Positive Sentiment: General Insurance underwriting income jumped ~48% in Q4, driven by lower catastrophe charges and underwriting discipline — a core earnings driver for AIG that markets reward because it is repeatable and cash-generative. AIG’s GI underwriting income rises 48% in Q4’25
• Positive Sentiment: Board declared a quarterly dividend of $0.45/share (record March 16, payable March 30), reinstating cash return to shareholders and supporting yield-focused investor demand.
• Neutral Sentiment: Company posted a full-quarter results presentation and slide deck outlining strategy progress and 2025 highlights — useful for longer-term modeling but not an immediate earnings surprise. Slide Deck
• Negative Sentiment: Net investment income slid and drove a lower overall profit on a GAAP basis; investors who focus on investment yield and capital returns may be cautious until investment income stabilizes. WSJ: AIG Logs Lower Profit
• Negative Sentiment: Revenue missed the street slightly and some commentary highlighted disappointing general insurance net premiums written, which could cap upside if top-line growth fails to accelerate. Seeking Alpha: Net Premiums Written Disappoint
• Negative Sentiment: Coverage: one article notes AIG lags its closest industry rival on some metrics — a reminder investors will compare AIG’s pace of improvement against peers when setting forward multiples. AIG posts strong Q4 gains, but lags closest industry rival

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.