AIG

AMERICAN INTERNATIONAL GROUP, INC.

NYSE · Fire, Marine & Casualty Insurance · Inc. DE · CIK 0000005272
$75.74 +0.56% $40.2B
30 New Institutional Positions20 Institutional Exits
Vol
Market Cap$40.2B
Cap SizeLarge Cap
Analyst ConsensusHold (44%)
Inst. Holders50 funds
Inst. Value$26.4B
Inst. Activity30 buys / 20 sells
Insider Activity5B / 0S
Insider Net $$2.2K
Reddit Sentiment50° Neutral
SEC Reports2
Exchange NYSE·Sector Fire, Marine & Casualty Insurance·Inc. DE·CIK 0000005272·Prev Close $75.32

Recent Activity

Jun 3, 2026 Insider
Lafnitzegger Kelly surrendered for taxes 549 shares
EVP, Chief HR Officer @ $72.55 ($39.8K)
Jun 1, 2026 Insider
Stoddard Thomas D was granted 2,387 shares
Director
May 21, 2026 short_volume
Short Volume: AIG — 60.5% short (0.8M / 1.3M)
Short: 809,413 | Exempt: 81 | TRF Vol: 1,337,233 | Short Ratio: 60.5% | Off-exchange volume (dark po
May 14, 2026 SEC
AIG appointed Thomas D. Stoddard as an independent director effective June 1, 2026, and held its annual shareholder meet
8-K — Impact 2/10
May 13, 2026 Insider
Cole James Jr. was granted 2,441 shares
Director
Apr 27, 2026 SEC
AIG announced a planned CEO transition, appointing Eric Andersen as President and CEO effective June 1, 2026, while curr
8-K — Impact 4/10
Inst.
FRANKLIN RESOURCES INC — TRIM
11,694,651 shares ($880.0M)
Inst.
GQG Partners LLC — TRIM
10,587,437 shares ($796.7M)

Price Targets

$87.80 +15.9% upside Buy
Current $75.74 Low $80.00 Median $86.00 High $101.00 20 analysts
$80.00 $101.00

Analyst Ratings

Hold44% buy · 27 analysts
3Strong Buy
9Buy
15Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
May 6, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 6, 2026 Mizuho MAINTAIN Neutral → Neutral
May 4, 2026 UBS MAINTAIN Buy → Buy
May 4, 2026 Citigroup MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.93 $1.68 — $2.19 7% YoY 18
Next Q $1.84 $1.56 — $2.00 -17% YoY 18
Current FY $8.03 $7.29 — $8.33 13% YoY 22
Next FY $8.90 $8.05 — $9.52 11% YoY 22

Top Institutional Holders

FundValueMove
BlackRock, Inc.$3.5B
VANGUARD CAPITAL MANAGEMENT LLC$2.6B
WELLINGTON MANAGEMENT GROUP LLP$2.1B
VANGUARD PORTFOLIO MANAGEMENT LLC$2.0B
STATE STREET CORP$1.9B

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Lafnitzegger KellyF$39.8K
Jun 1, 2026Stoddard ThomasA$0.00
May 13, 2026Cole JamesA$0.00
May 13, 2026Inglis JohnA$0.00
May 13, 2026Leimkuhler CourtneyA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
50 institutional holders with $26.4B total value (350,345,523 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, WELLINGTON. Net buying activity: 30 institutions added/increased vs 20 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.46,671,041$3.5B13.3%
2VANGUARD CAPITAL MANAGEMENT LLC34,871,570$2.6B10.0%
3WELLINGTON MANAGEMENT GROUP LLP28,370,434$2.1B8.1%
4VANGUARD PORTFOLIO MANAGEMENT LLC27,196,061$2.0B7.8%
5STATE STREET CORP24,918,447$1.9B7.1%
6HARRIS ASSOCIATES L P20,596,978$1.5B5.9%
7Invesco Ltd.12,862,405$967.9M3.7%
8FRANKLIN RESOURCES INC11,694,651$880.0M3.3%TRIM -25.1%
9GQG Partners LLC10,587,437$796.7M3.0%TRIM -31.7%
10Aristotle Capital Management, LLC10,529,689$792.4M3.0%
11HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC10,230,595$769.9M2.9%
12MORGAN STANLEY9,422,888$709.1M2.7%
13DIAMOND HILL CAPITAL MANAGEMENT INC8,576,661$645.4M2.4%
14Capital World Investors8,000,000$602.0M2.3%NEW
15Capital Research Global Investors7,293,854$548.9M2.1%TRIM -72.2%
16DIMENSIONAL FUND ADVISORS LP6,142,278$462.1M1.8%
17AMERIPRISE FINANCIAL INC5,691,465$428.3M1.6%
18GOLDMAN SACHS GROUP INC5,653,056$425.4M1.6%
19BANK OF AMERICA CORP /DE/4,436,611$333.9M1.3%TRIM -25.6%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,231,564$318.4M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FRANKLIN RESOURCES INCTRIM15,618,32111,694,651-25.1%$880.0M2026-Q1
GQG Partners LLCTRIM15,492,94210,587,437-31.7%$796.7M2026-Q1
Capital World InvestorsNEW8,000,000$602.0M2026-Q1
Capital Research Global InvestorsTRIM26,208,4477,293,854-72.2%$548.9M2026-Q1
BANK OF AMERICA CORP /DE/TRIM5,967,0064,436,611-25.6%$333.9M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECADD1,909,3712,808,879+47.1%$211.4M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED1,143,9402,500,529+118.6%$188.2M2026-Q1
MARSHALL WACE, LLPDOUBLED184,3901,825,914+890.2%$137.4M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED366,8711,487,194+305.4%$111.9M2026-Q1
Point72 Asset Management, L.P.NEW1,446,071$108.8M2026-Q1
Freestone Grove Partners LPDOUBLED22,4511,270,915+5560.8%$95.6M2026-Q1
CAPITAL FUND MANAGEMENT S.A.ADD569,7911,133,136+98.9%$85.3M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM1,664,1911,131,373-32.0%$85.1M2026-Q1
Assenagon Asset Management S.A.ADD448,703827,288+84.4%$62.3M2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED228,979674,449+194.5%$50.8M2026-Q1
TUDOR INVESTMENT CORP ET ALNEW505,602$38.0M2026-Q1
Allianz Asset Management GmbHTRIM784,809397,794-49.3%$29.9M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABDOUBLED136,069377,563+177.5%$28.0M2026-Q1
NATIONAL BANK OF CANADA /FI/ADD186,257318,584+71.0%$24.0M2026-Q1
Jain Global LLCTRIM685,948293,813-57.2%$22.1M2026-Q1
Woodline Partners LPDOUBLED2,850272,095+9447.2%$20.5M2026-Q1
LAZARD ASSET MANAGEMENT LLCADD208,865269,081+28.8%$20.2M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDADD136,330246,666+80.9%$18.6M2026-Q1
NATIXISADD145,475245,583+68.8%$18.5M2026-Q1
FIFTH THIRD BANCORPDOUBLED82,382220,788+168.0%$16.6M2026-Q1
21 unique insiders with 43 transactions. Net insider value: $2.2K ($2.2K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Lafnitzegger KellyEVP, Chief HR OfficerTAX W/H549$72.55$39.8K
Jun 1, 2026Stoddard Thomas DDirectorAWARD2,387
May 13, 2026Cole James Jr.DirectorAWARD2,441
May 13, 2026Inglis John CDirectorAWARD2,441
May 13, 2026Leimkuhler CourtneyDirectorAWARD2,441
May 13, 2026MILLS LINDA ADirectorAWARD2,441
May 13, 2026MURPHY DIANA MDirectorAWARD2,441
May 13, 2026Perez Juan R.DirectorAWARD2,441
May 13, 2026Porrino Peter RDirectorAWARD2,441
May 13, 2026RICE JOHN GDirectorAWARD2,441
May 13, 2026WITTMAN VANESSA AMESDirectorAWARD2,441
Apr 1, 2026Cole James Jr.DirectorAWARD100
Apr 1, 2026MILLS LINDA ADirectorAWARD512
Apr 1, 2026MURPHY DIANA MDirectorAWARD54
Apr 1, 2026RICE JOHN GDirectorAWARD1,273
Apr 1, 2026Leimkuhler CourtneyDirectorAWARD21
Apr 1, 2026Porrino Peter RDirectorAWARD545
Apr 1, 2026WITTMAN VANESSA AMESDirectorAWARD54
Apr 1, 2026Navagamuwa RoshanEVP, Chief Info. OfficerEXERCISE19,704
Apr 1, 2026Navagamuwa RoshanEVP, Chief Info. OfficerTAX W/H10,059$75.56$760.1K
Apr 1, 2026Dunne James J. IIIDirectorAWARD413
Apr 1, 2026Inglis John CDirectorAWARD31
Apr 1, 2026Perez Juan R.DirectorAWARD18
Mar 30, 2026Zaffino PeterChairman & CEOAWARD5,464
Mar 3, 2026Walsh KeithEVP and CFOTAX W/H1,405$80.49$113.1K
Mar 3, 2026Navagamuwa RoshanEVP, Chief Info. OfficerTAX W/H1,874$80.49$150.8K
Mar 3, 2026Glazer Rose Marie E.EVP, General CounselTAX W/H11,753$80.49$946.0K
Mar 3, 2026Carbone KathleenVP & Chief Accounting OfficerTAX W/H6,823$80.49$549.2K
Mar 3, 2026Dandridge Edward LeeEVP, Chief Marketing & CommsTAX W/H1,171$80.49$94.3K
Mar 3, 2026Zaffino PeterChairman & CEOTAX W/H134,150$80.49$10.8M
Mar 3, 2026Schaper ChristopherEVP, Chief Risk OfficerTAX W/H10,857$80.49$873.9K
Mar 3, 2026Hancock JonathanEVP & CEO, Int'l InsuranceTAX W/H13,259$80.49$1.1M
Feb 21, 2026Fry CharlesEVP, Reinsur & Risk Cap OptimEXERCISE2,108
Feb 21, 2026Glazer Rose Marie E.EVP, General CounselEXERCISE1,623
Feb 21, 2026Carbone KathleenVP & Chief Accounting OfficerEXERCISE2,109
Feb 21, 2026Hancock JonathanEVP & CEO, Int'l InsuranceEXERCISE6,490
Feb 21, 2026Schaper ChristopherEVP, Chief Risk OfficerEXERCISE2,365
Feb 2, 2026Walsh KeithEVP and CFOTAX W/H4,540$73.92$335.6K
Dec 30, 2025Walsh KeithEVP and CFOBUY5.395$86.54$466.88
Sep 30, 2025Walsh KeithEVP and CFOBUY5.97$77.75$464.17
Jun 27, 2025Walsh KeithEVP and CFOBUY5.446$84.79$461.77
Mar 31, 2025Walsh KeithEVP and CFOBUY4.89$83.52$408.41
Dec 30, 2024Walsh KeithEVP and CFOBUY5.549$73.20$406.19

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (44% buy). Based on 27 analysts: 3 strong buy, 9 buy, 15 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$87.80 mean target +15.9% upside Buy (2.36)
$80.00 Low $101.00 High
MetricValue
Current Price$75.74
Target Low$80.00
Target Mean$87.80
Target Median$86.00
Target High$101.00
# Analysts20
RecommendationBuy (2.36)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.93 $1.68 $2.19 6.8% -0.2% 8↑ 6↓ $7.3B 3.2% 18
Next Q
2026-09-30
$1.84 $1.56 $2.00 -16.5% -0.0% 11↑ 3↓ $7.6B 19.2% 18
Current FY
2026-12-31
$8.03 $7.29 $8.33 13.3% +0.1% 20↑ 0↓ $29.3B 9.3% 22
Next FY
2027-12-31
$8.90 $8.05 $9.52 10.8% +0.2% 11↑ 1↓ $31.7B 8.4% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.933
7d ago$1.935-0.002
30d ago$1.937-0.004
60d ago$1.946-0.013
90d ago$1.962-0.029
11 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
May 6, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 6, 2026 Mizuho MAINTAIN Neutral Neutral
May 4, 2026 UBS MAINTAIN Buy Buy
May 4, 2026 Citigroup MAINTAIN Neutral Neutral
May 1, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 20, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 13, 2026 Mizuho MAINTAIN Neutral Neutral
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 8, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 6, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 17, 2026 UBS MAINTAIN Buy Buy
Feb 17, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Feb 17, 2026 Mizuho MAINTAIN Neutral Neutral
Feb 13, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 12, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 12, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Jan 14, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Jan 13, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 8, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 6, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Dec 22, 2025 Piper Sandler MAINTAIN Overweight Overweight
Dec 16, 2025 TD Cowen MAINTAIN Hold Hold
Dec 16, 2025 Mizuho INITIATE Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202639150044%
May 1, 202639150044%
Apr 1, 202639140046%
Mar 1, 202638150042%
Feb 1, 202638150042%
Jan 1, 202638150042%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 30, 2026150° Neutral001
Apr 30, 2026150° Neutral001

Recent Reddit Threads

May 21, 2026
short_volume
Short Volume: AIG — 60.5% short (0.8M / 1.3M)
Short: 809,413 | Exempt: 81 | TRF Vol: 1,337,233 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: AIG — 3.1M shares, 72,684 trades
Week starting 2026-05-18. Total ATS volume: 3,138,383 shares across 72,684 trades.
May 11, 2026
dark_pool
Dark Pool: AIG — 5.3M shares, 70,017 trades
Week starting 2026-05-11. Total ATS volume: 5,257,482 shares across 70,017 trades.
May 4, 2026
dark_pool
Dark Pool: AIG — 4.7M shares, 82,669 trades
Week starting 2026-05-04. Total ATS volume: 4,748,329 shares across 82,669 trades.
Apr 30, 2026
earnings_calendar
AIG Q1 2026 Earnings After Market Close — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: AIG — 9.5M shares, 123,046 trades
Week starting 2026-04-27. Total ATS volume: 9,482,858 shares across 123,046 trades.
Apr 20, 2026
dark_pool
Dark Pool: AIG — 3.6M shares, 65,588 trades
Week starting 2026-04-20. Total ATS volume: 3,628,935 shares across 65,588 trades.
Apr 13, 2026
dark_pool
Dark Pool: AIG — 3.3M shares, 67,461 trades
Week starting 2026-04-13. Total ATS volume: 3,331,908 shares across 67,461 trades.
Apr 6, 2026
dark_pool
Dark Pool: AIG — 2.4M shares, 50,424 trades
Week starting 2026-04-06. Total ATS volume: 2,422,567 shares across 50,424 trades.
Mar 30, 2026
dark_pool
Dark Pool: AIG — 2.3M shares, 50,755 trades
Week starting 2026-03-30. Total ATS volume: 2,292,293 shares across 50,755 trades.
Mar 23, 2026
dark_pool
Dark Pool: AIG — 4.2M shares, 65,349 trades
Week starting 2026-03-23. Total ATS volume: 4,161,477 shares across 65,349 trades.
Mar 16, 2026
dark_pool
Dark Pool: AIG — 4.8M shares, 79,207 trades
Week starting 2026-03-16. Total ATS volume: 4,774,517 shares across 79,207 trades.
Mar 9, 2026
dark_pool
Dark Pool: AIG — 5.4M shares, 93,569 trades
Week starting 2026-03-09. Total ATS volume: 5,407,781 shares across 93,569 trades.
Mar 2, 2026
dark_pool
Dark Pool: AIG — 4.5M shares, 78,943 trades
Week starting 2026-03-02. Total ATS volume: 4,454,881 shares across 78,943 trades.
Feb 23, 2026
dark_pool
Dark Pool: AIG — 4.3M shares, 84,736 trades
Week starting 2026-02-23. Total ATS volume: 4,296,978 shares across 84,736 trades.