-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下:AIG公佈了強勁的第一季業績,營運每股收益為2.11美元,高於去年同期的1.17美元,超出我們1.95美元的預期以及1.88美元的市場普遍預期,這主要得益於理賠趨勢的改善。一般保險淨保費收入飆升24%至56億美元,承保收入成長超過兩倍,達到7.74億美元,綜合比率因巨災損失減少而改善850個基點至87.3%。我們認為AIG的股價被低估,並相信其高於同業的承保獲利能力將成為推動股價縮小與同業估值差距的催化劑。董事長兼執行長Peter Zaffino將於2026年6月1日卸任,Eric Anderson將接任執行長。我們對AIG承保盈利能力的顯著提升以及包括Everest Group續約在內的戰略交易所推動的全面保費增長感到鼓舞。 AIG 透過股票回購和分紅向股東返還了 7.6 億美元,董事會將季度股息提高了 11%,達到每股 0.50 美元,這是連續第四年實現兩位數增長。
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