AIG rises as investors revisit underwriting strength, capital returns, and leadership transition

American International Group (AIG) is up 4.3% today. Here is some analysis on what might have caused this price movement.

Analysis: There does not appear to be a single fresh company-specific announcement tied to today’s move. The most likely explanation is that investors are rewarding AIG’s strong first-quarter underwriting performance, its continued shareholder payouts, and improving sentiment after the June 1 CEO transition. This could also be because insurers can benefit when higher market yields support future investment income.

Details:

AIG’s first-quarter 2026 results showed stronger operating momentum, including higher underwriting profit in General Insurance and higher adjusted after-tax income versus the prior year.

In its first-quarter materials, AIG said it remained on track to meet or exceed the financial objectives it outlined at its investor day.

The board approved an 11% increase in the quarterly dividend to $0.50 per share, and AIG disclosed that billions of dollars remained available under its share repurchase authorization in late April.

Eric Andersen assumed the CEO role on June 1, 2026, giving the stock a potential sentiment boost as investors assess the company’s next phase after its multiyear turnaround.

Sources:

AIG, SEC, Kiplinger

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$AIG Insider Trading Activity

$AIG insiders have traded $AIG stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $AIG stock by insiders over the last 6 months:

JOHN C INGLIS purchased 13 shares for an estimated $1,200
KEITH WALSH (EVP and CFO) purchased 5 shares for an estimated $466

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$AIG Hedge Fund Activity

We have seen 492 institutional investors add shares of $AIG stock to their portfolio, and 654 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL RESEARCH GLOBAL INVESTORS removed 18,914,593 shares (-72.2%) from their portfolio in Q1 2026, for an estimated $1,423,323,123
CAPITAL WORLD INVESTORS added 8,000,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $602,000,000
BARROW HANLEY MEWHINNEY & STRAUSS LLC removed 7,482,558 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $563,062,489
VIKING GLOBAL INVESTORS LP added 4,221,223 shares (+inf%) to their portfolio in Q1 2026, for an estimated $317,647,030
FRANKLIN RESOURCES INC removed 3,923,670 shares (-25.1%) from their portfolio in Q1 2026, for an estimated $295,256,167
QUBE RESEARCH & TECHNOLOGIES LTD added 3,324,159 shares (+inf%) to their portfolio in Q1 2026, for an estimated $250,142,964
GQG PARTNERS LLC removed 2,971,094 shares (-16.1%) from their portfolio in Q4 2025, for an estimated $254,177,091

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$AIG Analyst Ratings

Wall Street analysts have issued reports on $AIG in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Keefe, Bruyette & Woods issued a "Outperform" rating on 05/08/2026

To track analyst ratings and price targets for $AIG, check out Quiver Quantitative's $AIG forecast page.

$AIG Price Targets

Multiple analysts have issued price targets for $AIG recently. We have seen 10 analysts offer price targets for $AIG in the last 6 months, with a median target of $86.0.

Here are some recent targets:

Meyer Shields from Keefe, Bruyette & Woods set a target price of $98.0 on 05/08/2026
Elyse Greenspan from Wells Fargo set a target price of $85.0 on 05/06/2026
Yaron Kinar from Mizuho set a target price of $86.0 on 05/06/2026
Matthew Heimermann from Citigroup set a target price of $88.0 on 05/04/2026
Brian Meredith from UBS set a target price of $94.0 on 05/04/2026
Alex Scott from Barclays set a target price of $80.0 on 05/01/2026
Jimmy Bhullar from JP Morgan set a target price of $86.0 on 04/20/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.