American International Group, Inc.

NYSE:AIG 株式レポート

時価総額：US$40.6b

American International Group 将来の成長

Future 基準チェック /16

American International Group利益と収益がそれぞれ年間6.3%と4.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.7% 11.7%なると予測されています。

主要情報

6.3%

収益成長率

11.69%

EPS成長率

Insurance 収益成長2.1%
収益成長率4.7%
将来の株主資本利益率10.68%
アナリストカバレッジ

Good

最終更新日01 Jul 2026

今後の成長に関する最新情報

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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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

業績と収益の成長予測

NYSE:AIG - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202832,4824,676N/A5,0743
12/31/202731,6474,460N/A5,8606
12/31/202629,1984,058N/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

アナリストによる今後の成長予測

収入対貯蓄率: AIGの予測収益成長率 (年間6.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: AIGの収益 ( 6.3% ) US市場 ( 18.6% ) よりも低い成長が予測されています。

高成長収益: AIGの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: AIGの収益 ( 4.7% ) US市場 ( 12.7% ) よりも低い成長が予測されています。

高い収益成長: AIGの収益 ( 4.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AIGの 自己資本利益率 は、3年後には低くなると予測されています ( 10.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/02 05:08
終値2026/07/02 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

American International Group, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
Jacob KilsteinArgus Research Company
Taylor ScottBarclays
Jay GelbBarclays