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AIG

American International Group, Inc.

At today's price, American International Group, Inc. (AIG) is priced for 9.9% return on equity. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
9.9% return on equity
Priced In
within-range

Key Takeaways

An insurer is worth the return it earns on its capital. At $74.02 (June 27, 2026) AIG trades near one times book value, and the price assumes the company sustains a return on equity of about 9.5 percent, above the roughly 7.5 percent it has been earning. The first quarter of 2026 showed the underwriting turn: the combined ratio improved to 89.4 percent from 107.9 percent, and after-tax operating income rose to $2.11 per diluted share from $1.17. Management is shrinking the share count aggressi

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Institutional ownership

1,080 institutional managers reported holding AIG in 13F filings for the quarter ended 2026-03-31. Together they hold about 92% of the company; the top 10 hold 46%. 115 opened new positions that quarter. Held by Vanguard Group, BlackRock, Wellington Management, among others. On the short side, 10.5M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.6 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

AIG has cut its share count 37.6% over the past five years, spending $23.38B on repurchases. It pays a dividend, and has for 13 years running, raised 3 years straight; the current rate is $1.75 a share annually. Cash returned over the past three years: $2.72B in dividends and $15.01B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at AIG over the trailing three years: 2024: 7 buys totaling $152k; 2025: 10 buys totaling $826k. 19 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

AIG's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-05-06+4.8%+8.2%
2023-08-03+1.6%-1.6%
2023-11-03+5.0%+8.3%
2024-05-03+3.7%-5.9%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

AIG's latest 8-K filings: 2026-05-14 (items 5.02, 5.07, 9.01); 2026-04-30 (items 2.02, 8.01, 9.01); 2026-04-27 (items 5.02, 9.01); 2026-03-16 (items 5.02); 2026-02-10 (items 2.02, 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

Compare AIG

ACGL vs AIGAIG vs CBAIG vs CINFAIG vs HIGAIG vs METAIG vs MFC

Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.