American International Group, Inc.

NYSE:AIG 주식 리포트

시가총액: US$39.2b

American International Group 향후 성장

Future 기준 점검 1/6

American International Group (는) 각각 연간 6.3% 및 4.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.7% 로 예상됩니다.

핵심 정보

6.3%

이익 성장률

11.69%

EPS 성장률

Insurance 이익 성장2.2%
매출 성장률4.7%
향후 자기자본이익률10.69%
애널리스트 커버리지

Good

마지막 업데이트08 Jun 2026

최근 향후 성장 업데이트

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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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

이익 및 매출 성장 예측

NYSE:AIG - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: AIG 의 연간 예상 수익 증가율(6.3%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: AIG 의 연간 수익(6.3%)이 US 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: AIG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: AIG 의 수익(연간 4.7%)이 US 시장(연간 11.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: AIG 의 수익(연간 4.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: AIG의 자본 수익률은 3년 후 10.7%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/10 02:37
종가2026/06/10 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
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주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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산업 및 섹터 지표

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분석가 소스

American International Group, Inc.는 35명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jacob KilsteinArgus Research Company
Taylor ScottBarclays
Jay GelbBarclays