American International Group (AIG)
NYSEFinancialsInsurance - DiversifiedSnapshot 2026-07-07
$81.06+0.38%
Close 2026-07-07 · 1-day change
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Track AIG free→Intact: The reason to own it still holds.
AIG grows revenue about 12% a year and earns over $8 per share in 2026. The company returns capital with $0.50 quarterly dividends and $760 million in buybacks and dividends each quarter. Strategic investments in Convex Group and Onex support future growth. Profit margins and earnings have beaten estimates consistently.
Leadership changes could disrupt strategy and slow growth. If revenue growth falls below 7% or earnings miss guidance, confidence would weaken. Rising claims or capital pressures could reduce dividends and buybacks.
The market prices in about 12% revenue growth and values AIG roughly 13% below our fair value. Our fair value is above the Street median, reflecting confidence in AIG's growth and capital returns. We differ by expecting steady execution on strategic investments and capital management.
Breaks if: Dividend falls below $0.50 or capital returned falls below $700 million in any quarter
AIG aims to continue increasing its quarterly dividend, reflecting confidence in its long-term outlook.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 5 of last 5 quarters. Dividend increased from $0.45 to $0.50 per share, marking the fourth consecutive year of 10%+ dividend increases. This reflects AIG's confidence in its long-term outlook. The trajectory is delivering on the stated priority.
“On April 30, the AIG Board of Directors approved an 11% increase in our quarterly dividend to $0.50 per share.”
“The AIG Board of Directors declared a quarterly cash dividend on AIG common stock of $0.45 per share.”
“The AIG Board of Directors declared a quarterly cash dividend on AIG common stock of $0.45 per share.”
“The AIG Board of Directors declared a quarterly cash dividend on AIG common stock of $0.45 per share.”
“The AIG Board of Directors declared a quarterly cash dividend on AIG common stock of $0.45 per share.”
AIG continues to execute a disciplined capital management strategy, maintaining a strong balance sheet and returning capital to shareholders.
Stated in 5 of last 5 quarters. AIG returned $760 million of capital to shareholders in 2026-Q1, including $519 million of share repurchases and $241 million of dividends. The company maintains a strong balance sheet, delivering on its disciplined capital management strategy.
“We continue to execute against a disciplined capital management strategy, maintaining a strong balance sheet and returning capital to shareholders.”
“We delivered on our disciplined capital management strategy in 2025, supported by our strengthened balance sheet and strong liquidity.”
“Our strong balance sheet and financial flexibility have enabled us to pursue compelling opportunities that expand our capabilities.”
“We continued to execute on our disciplined capital management strategy, returning a total of $2.0 billion of capital to shareholders.”
“We continued to deliver against our disciplined capital management strategy and in many ways accelerated progress in the first quarter.”
Breaks if: EPS falls below $7.09 in FY26
Breaks if: Material negative news on CEO transition or failed strategic investments
AIG is focusing on strategic investments to enhance its market position and growth potential.
Breaks if: YoY revenue growth falls below 7% in FY26
AIG is focusing on strategic investments to enhance its market position and growth potential.