LSV Asset Management Sells 34,021 Shares of American International Group, Inc. $AIG

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

A number of other hedge funds have also added to or reduced their stakes in the stock. Westfuller Advisors LLC purchased a new position in shares of American International Group in the 3rd quarter worth $26,000. Atlantic Union Bankshares Corp lifted its holdings in American International Group by 7,100.0% in the third quarter. Atlantic Union Bankshares Corp now owns 360 shares of the insurance provider’s stock valued at $28,000 after acquiring an additional 355 shares during the period. Eastern Bank boosted its position in American International Group by 2,473.3% in 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 last quarter. Twin Peaks Wealth Advisors LLC bought a new stake in shares of American International Group during the 2nd quarter valued at about $32,000. Finally, NewSquare Capital LLC increased its position in shares of American International Group by 58.6% during the 2nd quarter. NewSquare Capital LLC now owns 417 shares of the insurance provider’s stock valued at $36,000 after purchasing an additional 154 shares during the last quarter. 90.60% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on AIG. Bank of America cut their target price on shares of American International Group from $89.00 to $80.00 and set a “neutral” rating for the company in a research report on Friday, January 16th. Evercore reduced their price target on American International Group from $90.00 to $85.00 in a research report on Friday, January 23rd. TD Cowen raised their price objective on American International Group from $86.00 to $90.00 and gave the stock a “hold” rating in a research note on Tuesday, December 16th. Royal Bank Of Canada assumed coverage on American International Group in a research note on Tuesday, November 25th. They set a “sector perform” rating and a $85.00 price objective for the company. Finally, The Goldman Sachs Group raised their target price on shares of American International Group from $81.00 to $83.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and fourteen have given a Hold rating to the stock. According to MarketBeat, American International Group currently has a consensus rating of “Hold” and an average price target of $87.32.

American International Group News Summary

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

American International Group Stock Performance

NYSE:AIG opened at $78.52 on Thursday. The stock has a 50-day moving average price of $78.83 and a 200 day moving average price of $78.84. The stock has a market capitalization of $42.37 billion, a P/E ratio of 14.49, a P/E/G ratio of 0.56 and a beta of 0.61. American International Group, Inc. has a 12-month low of $71.25 and a 12-month high of $88.07. The company has a current ratio of 1.32, a quick ratio of 1.32 and a debt-to-equity ratio of 0.22.

American International Group (NYSE:AIG) last posted its quarterly earnings results on Tuesday, February 10th. The insurance provider reported $1.96 EPS for the quarter, topping analysts’ consensus estimates of $1.90 by $0.06. American International Group had a return on equity of 9.78% and a net margin of 11.56%.The company had revenue of $6.91 billion for the quarter, compared to analysts’ expectations of $6.99 billion. During the same period in the previous year, the firm earned $1.30 EPS. Equities research analysts forecast that American International Group, Inc. will post 6.24 EPS for the current fiscal year.

American International Group Announces Dividend

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