AIG
American International GroupNYSEFinancialsInsurance - DiversifiedSnapshot 2026-05-08
As of May 8, 2026, AIG has a composite score of 14.3 and a signal label of "mild favorable." This score is influenced by a medium confidence level of 75.1 and a moderate risk label. Key drivers include macroeconomic factors such as rates, growth, labor, and inflation, with a macro score of -7.7 indicating unfavorable conditions. The analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.24
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $1.96 → $1.94 (-0.8% / 30d). 1 raised, 9 cut, 18 covering analysts.
0 upgrades, 0 downgrades / 30d, 8 maintained. 36% of analysts rate Buy.
1 PT revisions / 30d. Avg target 7.0% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
12 material events in the last 24 months — top 5 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase quarterly dividendcapital allocationon track76% progress
4/30: “On April 30, the AIG Board of Directors approved an 11% increase in our quarterly dividend to $0.50 per share.”
Why this status
Stated in 2 of last 2 quarters. Dividend increased from $0.45 to $0.50 per share, marking the fourth consecutive year of 10%+ dividend increases. This reflects confidence in AIG's long-term outlook. The trajectory is delivering on the stated priority.
- 2.CEO transition to Eric Andersentalentwatchprovisional
4/27: “On April 27, 2026, the Board appointed Eric Andersen as President and CEO, effective June 1, 2026.”
Why this status
Stated in 2 of last 2 quarters. The CEO transition to Eric Andersen is set for June 1, 2026. This transition is on track as planned, with no financial impact yet reported.
- 3.Strategic investments in Convex Group and Onex Corporationgrowthmixed65% progress
4/30: “On February 6, AIG completed the acquisition of a 35% equity interest in Convex Group Limited.”
Why this status
Stated in 2 of last 2 quarters. AIG completed the acquisition of a 35% equity interest in Convex Group Limited and a 9.9% stake in Onex Corporation. These strategic investments are part of AIG's growth strategy, with no immediate financial impact disclosed.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 24%; 252d 24%.
Drawdown — Max 1y −17%. Bad day move −2%.
Beta to sector ETF (XLF) — 0.64 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 61/100, drawdown 66/100, beta 64/100, earnings vol —.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase quarterly dividend
Capital allocationNew since 2026-05-04AIG aims to increase its quarterly dividend by 11% to $0.50 per share starting in Q2 2026.
Behind →On trackStated in 2 of last 2 quarters. Dividend increased from $0.45 to $0.50 per share, marking the fourth consecutive year of 10%+ dividend increases. This reflects confidence in AIG's long-term outlook. The trajectory is delivering on the stated priority.
76%CEO/CFO:“On April 30, the AIG Board of Directors approved an 11% increase in our quarterly dividend to $0.50 per share.”Press releaseSource dated 2026-04-30Stated 2 of last 8 quartersFirst seen 2026-05-04Show history (2)
- 2026-Q1Press release
“On April 30, the AIG Board of Directors approved an 11% increase in our quarterly dividend to $0.50 per share.”
- 2025-Q4Press release
“The Company also announced in the Press Release that its Board of Directors has declared a cash dividend of $0.45 per share.”
- #2
CEO transition to Eric Andersen
TalentNew since 2026-05-04AIG plans a CEO transition with Eric Andersen taking over as President and CEO effective June 1, 2026.
WatchStated in 2 of last 2 quarters. The CEO transition to Eric Andersen is set for June 1, 2026. This transition is on track as planned, with no financial impact yet reported.
No scoreCEO/CFO:“On April 27, 2026, the Board appointed Eric Andersen as President and CEO, effective June 1, 2026.”Press releaseSource dated 2026-04-27Stated 2 of last 8 quartersFirst seen 2026-05-04provisionalShow history (2)
- 2026-Q1Press release
“On April 27, 2026, the Board appointed Eric Andersen as President and CEO, effective June 1, 2026.”
- 2025-Q4Press release
“On January 6, 2026, AIG announced that Chairman & CEO Peter Zaffino intends to transition to Executive Chair.”
- #3
Strategic investments in Convex Group and Onex Corporation
GrowthAIG completed strategic investments in Convex Group and Onex Corporation to enhance its market position.
MixedStated in 2 of last 2 quarters. AIG completed the acquisition of a 35% equity interest in Convex Group Limited and a 9.9% stake in Onex Corporation. These strategic investments are part of AIG's growth strategy, with no immediate financial impact disclosed.
65%CEO/CFO:“On February 6, AIG completed the acquisition of a 35% equity interest in Convex Group Limited.”Press releaseSource dated 2026-04-30Stated 2 of last 8 quartersFirst seen 2026-04-30Show history (2)
- 2026-Q1Press release
“On February 6, AIG completed the acquisition of a 35% equity interest in Convex Group Limited.”
- 2025-Q3Press release
“AIG announced strategic investments in Convex Group and Onex Corporation.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
P/E over the last 5 years
21 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
AIG American International Group | +14 | inexpensive | moderate |
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-04-30)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-04-30)-8.0 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-2712d agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 27, 2026, the Board of Directors (the “Board”) of American International Group, Inc. (the “Company”) appointed Eric Andersen as President and CEO of the Company and a member of the Board, effective June 1, 2026 (the “Effective Date”). Upon the Effective Date, Peter Zaffino, the Company’s current Chairman and CEO, will assume the position o…
executive changeneutralscore 61 - 2026-04-309d agoItem 2.02
Results of Operations and Financial Condition. On April 30, 2026, American International Group, Inc. (the “Company”) issued a press release (the “Press Release”) reporting its results for the quarter ended March 31, 2026. A copy of the Press Release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. Section 8 - Other Events
earnings preannouncementneutralscore 54 - 2026-04-309d agoItem 8.01
Other Events. The Company also announced in the Press Release that its Board of Directors has declared a cash dividend of $0.50 per share on its Common Stock, which represents an 11% increase from prior quarterly dividends on its Common Stock. A copy of the Press Release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. Section 9 - Financial Statements and Exhibits
capital allocationneutralscore 42 - 2026-03-161mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On March 10, 2026, James Dunne III notified the Board of Directors (“Board”) of American International Group, Inc. (the “Company”) of his decision not to stand for re-election at the Company's 2026 Annual Meeting of Shareholders, which is scheduled to occur on May 13, 2026 (the “2026 Annual Meeting”). Mr. Dunne did not cite any disagreement on any…
executive changeneutralscore 16 - 2026-02-102mo agoItem 2.02
Results of Operations and Financial Condition. On February 10, 2026, American International Group, Inc. (the “Company”) issued a press release (the “Press Release”) reporting its results for the quarter and year ended December 31, 2025. A copy of the Press Release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. Section 8 - Other Events
earnings preannouncementneutralscore 9
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.