American International Group, Inc.

Report azionario NYSE:AIG

Capitalizzazione di mercato: US$40.9b

American International Group Crescita futura

Criteri Future verificati 1/6

American International Group prevede che gli utili e i ricavi cresceranno rispettivamente di 6.3% e 4.7% all'anno. Si prevede che l'EPS crescerà di 11.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 10.7% in 3 anni.

Informazioni chiave

6.3%

Tasso di crescita degli utili

11.69%

Tasso di crescita dell'EPS

Insurance crescita degli utili2.0%
Tasso di crescita dei ricavi4.7%
Rendimento futuro del capitale proprio10.69%
Copertura analitica

Good

Ultimo aggiornamento18 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • May 01

American International Group: Underwriting Proves Resilient Again In Q1

Summary American International Group delivered a strong Q1, with EPS of $2.11, up 80% year-over-year and beating estimates by $0.23. Fears of margin compression are exaggerated; AIG’s accident year combined ratio improved to 86.6%, and cost efficiencies are driving further profitability. AIG’s balance sheet remains robust, supporting an 11% dividend increase, a 2.7% yield, and active share buybacks reducing share count by 9.5% year-over-year. AIG trades under 10x earnings and 1.1x tangible book, with forward EPS likely near $8 and a buy rating maintained for a move past $85. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 23

AIG: Underwriting Discipline And Capital Flexibility Will Support Future Re Rating

The analyst price target for American International Group has edged down slightly, with the updated fair value moving from $87.20 to $86.45 as analysts factor in a series of modest target cuts across major firms, while still recognizing AIG's earnings profile and underwriting position highlighted in recent research. Analyst Commentary Street research on American International Group has been active, with several firms adjusting their price targets and one major upgrade.
Aggiornamento della narrazione • Apr 08

AIG: Capital Flexibility And Strong Underwriting Will Drive Future Re Rating

Analysts have nudged the blended price target for American International Group slightly higher to $87.20. This reflects incremental adjustments to earnings assumptions and valuation multiples after a mix of target increases and reductions across recent research updates.
Aggiornamento della narrazione • Feb 28

AIG: Capital Discipline And Softening P&C Cycle Will Guide Future Re Rating

The updated fair value estimate for American International Group edges up to $87.10 from $86.85, reflecting analysts' mixed price target revisions across $81 to $96 and their focus on slightly higher margin expectations and a lower assumed future P/E multiple, despite concerns about softer P&C pricing. Analyst Commentary Recent Street research on American International Group highlights a split view, with price targets spanning roughly the low US$80s to mid US$90s and a mix of Neutral, Equal Weight, Outperform and Buy ratings.
Aggiornamento della narrazione • Feb 14

AIG: Future Capital Discipline And Softening P&C Cycle Will Shape Re Rating

The updated analyst price target for American International Group now reflects a modest downward adjustment of about $0.10, as analysts balance slightly firmer assumptions for revenue growth and profit margins with a higher discount rate and mixed recent price target revisions across the Street. Analyst Commentary Street research on American International Group has been mixed recently, with both price target increases and reductions clustered over the past few months.
Aggiornamento della narrazione • Jan 31

AIG: Future Capital Discipline And P&C Cycle Management Will Drive Re Rating

Analysts have made only a slight adjustment to their AIG price targets, generally clustering around the mid to high $80s. They are weighing softer commercial P&C pricing, mixed views on growth and margins, and the impact of recent acquisitions on capital deployment.
Aggiornamento della narrazione • Jan 17

AIG: Future Profitability And Capital Discipline Will Drive Re Rating

Narrative Update Analysts have trimmed their consolidated price target for American International Group to about $86.95 from $88.28, reflecting mixed revisions across firms as they weigh softer property and casualty pricing trends against expectations for steadier margins and a lower future P/E multiple. Analyst Commentary Recent research on American International Group highlights a mix of optimism and caution, with price targets spread across the low to mid US$80s and up toward the mid US$90s, and ratings clustered around Neutral or equivalent with a few more constructive views.
Articolo di analisi • Sep 21

Not Many Are Piling Into American International Group, Inc. (NYSE:AIG) Just Yet

American International Group, Inc.'s ( NYSE:AIG ) price-to-earnings (or "P/E") ratio of 13x might make it look like a...
Aggiornamento della narrazione • Sep 04

Digitalization And Gen AI Will Transform Underwriting Operations

Analysts maintain a Neutral stance on AIG as the P&C insurance sector transitions to softer pricing and increased competition, heightening margin and growth uncertainties, with the consensus price target unchanged at $88.28. Analyst Commentary Bullish analysts believe the property and casualty (P&C) insurance market is transitioning away from a prolonged hard pricing environment, leading to greater selectivity in underwriting.
Seeking Alpha • Apr 24

AIG: Mega Insurance Brand Continues Showing Upside Potential Despite Price Climbing (Rating Upgrade)

Summary Insurance brand AIG gets upgraded back to a buy after my last hold rating, after considering additional factors from recent data. Positives include new business won in 2024, improved combined ratios, a positive 3-year price target, and market presence in commercial lines. The insurance sector can benefit from the AI trend in terms of improved productivity in underwriting, claims, and servicing. Having exposure to a large fixed-income investment portfolio, interest rate risk remains and the need to follow Fed decisions. Read the full article on Seeking Alpha
Seeking Alpha • Feb 12

American International Group: Mixed Underwriting, Likely Caps Upside Despite Buybacks

Summary American International Group shares have been range-bound, up 8% in the past year, with limited upside due to valuation constraints and modest earnings growth, excluding the impact of buybacks. AIG's transformational period included divestitures, significant share buybacks, and improved balance sheet health, but core underwriting improvements appear to have peaked. The company's capital allocation is strong, with continued buybacks expected, but catastrophe losses and modest investment income gains limit EPS growth potential. At 12x core earnings and with its CRBG stake, shares are worth at most $76, leaving shares just a hold. Read the full article on Seeking Alpha
Seeking Alpha • Nov 21

American International Group: Underwriting Gains And Capital Returns Reflected In Valuation

Summary AIG shares have been recently rangebound, though they have 17% over the past year, with a 2% increase since my last "hold" rating, underperforming the S&P 500. AIG's Q3 earnings rose 18% to $1.23, benefiting from a streamlined structure and higher investment income, but underwriting income fell 20%. AIG's strong balance sheet and aggressive buybacks, supported by Corebridge sales, suggest a fair value of $78, implying a 7% total return. Despite solid underwriting and potential EPS growth, AIG's modest upside and market-like return justify maintaining a "hold" rating. Read the full article on Seeking Alpha
Seeking Alpha • Sep 13

American International Group: Don't Overthink It

Summary AIG's commercial underwriting has quietly rivaled that of industry leader, Chubb. A narrowed focus has AIG's set for a 3%+ reduction in its expense ratio over the next few years, supporting a structural and permanent increase in its combined ratio. I expect about 1 out of every 6 shares of AIG to be retired through share repurchases by December 31, 2025. I see 67% upside over the next 16 to 22 months. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

AIG: An Insurance Heavyweight To Hold, Awaiting The Next Dip

Summary 31% price growth since my 2023 buy rating, and strong market momentum while being modestly undervalued vs peers. A healthy risk profile: low debt-to-capital and no commercial office property exposure directly. Potential longer-term productivity gains from AI developments in this sector, but also new regulatory hurdles. Recent Q2 net loss impacted by one-time deconsolidation event, but otherwise has been profitable. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:AIG - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202832,5024,670N/A5,0743
12/31/202731,7374,456N/A5,8606
12/31/202629,2654,064N/A5,4136
3/31/202626,7013,1613,5253,525N/A
12/31/202526,6113,0963,3143,314N/A
9/30/202527,1203,3052,8032,803N/A
6/30/202527,3963,2693,1593,159N/A
3/31/202526,8582,5072,6962,696N/A
12/31/202427,0272,2003,2733,273N/A
9/30/202426,4532,6774,7674,767N/A
6/30/202427,0792,1686,5816,581N/A
3/31/202427,8712,4216,2676,267N/A
12/31/202327,8342,4776,2436,243N/A
9/30/202332,8041,6014,7914,791N/A
6/30/202339,7484,3684,6474,647N/A
3/31/202346,3156,4804,5924,592N/A
12/31/202229,7211,8154,1344,134N/A
9/30/202257,12713,3934,4824,482N/A
6/30/202255,84212,3124,0674,067N/A
3/31/202252,4999,6565,6785,678N/A
12/31/202151,80810,3386,2236,223N/A
9/30/202147,3485,5606,1936,193N/A
6/30/202144,3394,1764,0874,087N/A
3/31/202143,155-3,8502,2642,264N/A
12/31/202043,337-5,9771,0381,038N/A
9/30/202045,143-5,044-409-409N/A
6/30/202048,300-4,672-774-774N/A
3/31/202051,5514,366-1,417-1,417N/A
12/31/201949,3173,278N/A-1,807N/A
9/30/201950,8071,785N/A-690N/A
6/30/201949,176-83N/A-871N/A
3/31/201948,233-249N/A23N/A
12/31/201847,59036N/A-394N/A
9/30/201847,545-6,001N/A1,006N/A
6/30/201847,804-6,519N/A878N/A
3/31/201848,640-6,334N/A1,580N/A
12/31/201749,448-6,088N/A-7,818N/A
9/30/201748,773-2,436N/A-8,232N/A
6/30/201749,873-239N/A-7,224N/A
3/31/201752,092562N/A-6,985N/A
12/31/201651,209-759N/A3,502N/A
9/30/201653,148405N/A2,396N/A
6/30/201653,116-268N/A2,955N/A
3/31/201654,023-407N/A1,521N/A
12/31/201558,2392,196N/A2,877N/A
9/30/201558,9894,727N/A2,884N/A
6/30/201562,8617,131N/A3,859N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di AIG ( 6.3% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di AIG ( 6.3% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di AIG cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di AIG ( 4.7% all'anno) crescerà più lentamente rispetto al mercato US ( 11.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di AIG ( 4.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di AIG sarà basso tra 3 anni ( 10.7 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 09:11
Prezzo dell'azione a fine giornata2026/05/26 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

American International Group, Inc. è coperta da 36 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jacob KilsteinArgus Research Company
Taylor ScottBarclays
Jay GelbBarclays