AIG

AMERICAN INTERNATIONAL GROUP, INC.

NYSE · Fire, Marine & Casualty Insurance · Inc. DE · CIK 0000005272
$73.92 -0.24% $39.3B
Vol
Market Cap$39.3B
Cap SizeLarge Cap
Analyst ConsensusHold (44%)
Inst. Holders9 funds
Inst. Value$8.5B
Inst. Activity2 buys / 1 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 $74.10

Recent Activity

Jun 3, 2026 Insider
Lafnitzegger Kelly sold 549 shares
EVP, Chief HR Officer @ $72.55 ($39.8K)
Jun 1, 2026 Insider
Stoddard Thomas D sold 2,387 shares
Director @ $0.00 ($0.00)
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. sold 2,441 shares
Director @ $0.00 ($0.00)
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.
NORGES BANK — NEW
7,443,394 shares ($636.8M)
Inst.
Cullen Capital Management, LLC — NEW
494,273 shares ($42.3M)

Price Targets

$87.80 +18.8% upside Buy
Current $73.92 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 21
Next FY $8.87 $8.05 — $9.25 10% YoY 21

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$5.8B
MORGAN STANLEY$799.2M
NORGES BANK$636.8MNEW
BANK OF AMERICA CORP$510.5M
CHARLES SCHWAB INVESTMENT MANAGEMENT$353.4MNEW

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
9 institutional holders with $8.5B total value (98,873,436 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC67,783,183$5.8B68.6%
2MORGAN STANLEY9,342,024$799.2M9.4%
3NORGES BANK7,443,394$636.8M7.5%NEW
4BANK OF AMERICA CORP /DE/5,967,006$510.5M6.0%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,130,936$353.4M4.2%NEW
6FMR LLC2,898,861$248.0M2.9%TRIM -62.1%
7WELLS FARGO & COMPANY/MN783,454$67.0M0.8%
8Cullen Capital Management, LLC494,273$42.3M0.5%NEW
9TWO SIGMA INVESTMENTS, LP30,305$2.6M0.0%NEAR_EXIT -96.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW7,443,394$636.8M2025-Q4
Cullen Capital Management, LLCNEW494,273$42.3M2025-Q4
TWO SIGMA INVESTMENTS, LPNEAR_EXIT790,34330,305-96.2%$2.6M2025-Q4
FMR LLCTRIM6,913,3832,622,850-62.1%$206.0M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED46,082790,343+1615.1%$62.1M2025-Q3
NORGES BANKEXIT9,203,4570-100.0%$0.002025-Q3
NORGES BANKNEW9,203,457$787.7M2025-Q2
TWO SIGMA INVESTMENTS, LPNEAR_EXIT261,16046,082-82.4%$3.9M2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT92,7000-100.0%$0.002025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED44,665261,160+484.7%$22.7M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW92,700$8.1M2025-Q1
NORGES BANKEXIT9,862,8100-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT152,5600-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW4,315,806$316.0M2024-Q3
21 unique insiders with 5 transactions. Net insider value: $2.2K ($2.2K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Lafnitzegger KellyEVP, Chief HR OfficerF549$72.55$39.8K
Jun 1, 2026Stoddard Thomas DDirectorA2,387$0.00$0.00
May 13, 2026Cole James Jr.DirectorA2,441$0.00$0.00
May 13, 2026Inglis John CDirectorA2,441$0.00$0.00
May 13, 2026Leimkuhler CourtneyDirectorA2,441$0.00$0.00
May 13, 2026MILLS LINDA ADirectorA2,441$0.00$0.00
May 13, 2026MURPHY DIANA MDirectorA2,441$0.00$0.00
May 13, 2026Perez Juan R.DirectorA2,441$0.00$0.00
May 13, 2026Porrino Peter RDirectorA2,441$0.00$0.00
May 13, 2026RICE JOHN GDirectorA2,441$0.00$0.00
May 13, 2026WITTMAN VANESSA AMESDirectorA2,441$0.00$0.00
Apr 1, 2026Cole James Jr.DirectorA100$0.00$0.00
Apr 1, 2026MILLS LINDA ADirectorA512$0.00$0.00
Apr 1, 2026MURPHY DIANA MDirectorA54$0.00$0.00
Apr 1, 2026RICE JOHN GDirectorA1,273$0.00$0.00
Apr 1, 2026Leimkuhler CourtneyDirectorA21$0.00$0.00
Apr 1, 2026Porrino Peter RDirectorA545$0.00$0.00
Apr 1, 2026WITTMAN VANESSA AMESDirectorA54$0.00$0.00
Apr 1, 2026Navagamuwa RoshanEVP, Chief Info. OfficerM19,704$0.00$0.00
Apr 1, 2026Navagamuwa RoshanEVP, Chief Info. OfficerM19,704$0.00$0.00
Apr 1, 2026Navagamuwa RoshanEVP, Chief Info. OfficerF10,059$75.56$760.1K
Apr 1, 2026Dunne James J. IIIDirectorA413$0.00$0.00
Apr 1, 2026Inglis John CDirectorA31$0.00$0.00
Apr 1, 2026Perez Juan R.DirectorA18$0.00$0.00
Mar 30, 2026Zaffino PeterChairman & CEOA5,464$0.00$0.00
Mar 3, 2026Walsh KeithEVP and CFOF1,405$80.49$113.1K
Mar 3, 2026Navagamuwa RoshanEVP, Chief Info. OfficerF1,874$80.49$150.8K
Mar 3, 2026Glazer Rose Marie E.EVP, General CounselF11,753$80.49$946.0K
Mar 3, 2026Carbone KathleenVP & Chief Accounting OfficerF6,823$80.49$549.2K
Mar 3, 2026Dandridge Edward LeeEVP, Chief Marketing & CommsF1,171$80.49$94.3K
Mar 3, 2026Zaffino PeterChairman & CEOF134,150$80.49$10.8M
Mar 3, 2026Schaper ChristopherEVP, Chief Risk OfficerF10,857$80.49$873.9K
Mar 3, 2026Hancock JonathanEVP & CEO, Int'l InsuranceF13,259$80.49$1.1M
Feb 21, 2026Fry CharlesEVP, Reinsur & Risk Cap OptimM2,108$0.00$0.00
Feb 21, 2026Fry CharlesEVP, Reinsur & Risk Cap OptimM2,108$0.00$0.00
Feb 21, 2026Glazer Rose Marie E.EVP, General CounselM1,623$0.00$0.00
Feb 21, 2026Glazer Rose Marie E.EVP, General CounselM1,623$0.00$0.00
Feb 21, 2026Carbone KathleenVP & Chief Accounting OfficerM2,109$0.00$0.00
Feb 21, 2026Carbone KathleenVP & Chief Accounting OfficerM2,109$0.00$0.00
Feb 21, 2026Hancock JonathanEVP & CEO, Int'l InsuranceM6,490$0.00$0.00
Feb 21, 2026Hancock JonathanEVP & CEO, Int'l InsuranceM6,490$0.00$0.00
Feb 21, 2026Schaper ChristopherEVP, Chief Risk OfficerM2,365$0.00$0.00
Feb 21, 2026Schaper ChristopherEVP, Chief Risk OfficerM2,365$0.00$0.00
Feb 2, 2026Walsh KeithEVP and CFOF4,540$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 +18.8% upside Buy (2.33)
$80.00 Low $101.00 High
MetricValue
Current Price$73.92
Target Low$80.00
Target Mean$87.80
Target Median$86.00
Target High$101.00
# Analysts20
RecommendationBuy (2.33)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.93 $1.68 $2.19 6.9% -0.1% 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% +0.2% 20↑ 0↓ $29.3B 9.3% 21
Next FY
2027-12-31
$8.87 $8.05 $9.25 10.4% -0.1% 11↑ 1↓ $31.7B 8.4% 21

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.935
7d ago$1.935
30d ago$1.937-0.003
60d ago$1.954-0.019
90d ago$1.962-0.027
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.