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7 stories mentioning AIG

Every FINWIRES story that references AIG, newest first.

Research

Research Alert: CFRA Keeps Buy Opinion On Shares Of American International Group

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $4 to $88, valuing the shares at 11x our 2026 operating EPS estimate of $8.00 (raised today by $0.15) and at 10x our 2027 EPs estimate of $8.90, vs. the one-year average forward multiple of 11x and a peer average of 13x. AIG posted strong Q1 results with operating EPS of $2.11 vs. $1.17 in the prior year, topping our $1.95 estimate and the $1.88 consensus view on improved claim trends. General Insurance net premiums written surged 24% to $5.6B, while underwriting income more than tripled to $774M with the combined ratio improving 850 bps to 87.3% on lower catastrophe losses. Though we caution Q1 results are not likely an annual run-rate, we view AIG as undervalued and believe its ability to produce above-peer underwriting profitability will provide a catalyst for shares to close their valuation gap with peers.

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Wire

BMO Capital Adjusts American International Group Price Target to $89 From $83

American International Group (AIG) has an average rating of overweight and mean price target of $87.80, according to analysts polled by FactSet.Price: $77.12, Change: $-0.58, Percent Change: -0.74%

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Wire

Barclays Adjusts Price Target on American International Group to $80 From $78

American International Group (AIG) has an average rating of overweight and mean price target of $86.95, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $78.73, Change: $+3.93, Percent Change: +5.25%

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Research

Research Alert: Aig Posts Significantly Better-than-expected Q1 Operating Eps

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AIG posted strong Q1 results with operating EPS of $2.11 versus $1.17 prior year, topping our $1.95 estimate and the $1.88 consensus view on improved claim trends. General Insurance net premiums written surged 24% to $5.6B, while underwriting income more than tripled to $774M with the combined ratio improving 850 basis points to 87.3% on lower catastrophe losses. We view AIG as undervalued and believe its ability to produce above-peer underwriting profitability will provide a catalyst for shares to close their valuation gap with peers. Chairman and CEO Peter Zaffino will transition out, with Eric Anderson becoming CEO on June 1, 2026. We are encouraged by AIG's significantly improved underwriting profitability and broad-based premium growth driven by strategic transactions including Everest Group renewals. AIG returned $760M to shareholders through buybacks and dividends, with the Board increasing the quarterly dividend 11% to $0.50 per share, marking the fourth consecutive year of double-digit increases.

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Wire

US Insurers Seen Posting Light Q1 Catastrophe Losses Amid Pricing, Cost Pressures, BofA Says

US insurers are expected to post relatively light catastrophe losses in Q1, though softer pricing trends and rising costs may weigh on earnings, BofA Securities said in a Tuesday note.Catastrophe losses are projected to remain below historical averages which may provide near-term support for major insurers. Moderating property and casualty premium rate increases and ongoing claims inflation may pressure underwriting margins, according to the firm.The brokerage also flagged rising expense pressures as insurers increase spending on technology, data infrastructure and AI initiatives. These investments support long-term competitiveness but near-term benefits are limited and may add to margin pressure in upcoming results, BofA said.The brokerage expects a mixed Q1 backdrop for US insurers. Supportive catastrophe trends may be offset by slower pricing growth. Ongoing macro pressures and rising cost bases may also weigh across the sector, the note added.BofA also updated select insurer price targets, lowering its target on AIG (AIG) to $79 while maintaining a neutral rating, raising Progressive's (PGR) target to $298 with a buy rating, and cutting Chubb's (CB) target to $271 while keeping an underperform rating.Price: $78.00, Change: $+0.17, Percent Change: +0.22%

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Wire

BofA Securities Adjusts American International Group PT to $79 From $80, Maintains Neutral Rating

American International Group (AIG) has an average rating of overweight and mean price target of $87.15, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $77.96, Change: $+0.13, Percent Change: +0.17%

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Wire

Mizuho Adjusts Price Target on American International Group to $84 From $86, Maintains Neutral Rating

American International Group (AIG) has an average rating of overweight and mean price target of $87.20, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $76.93, Change: $+0.06, Percent Change: +0.08%

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