American International Group, Inc. $AIG Shares Acquired by Caisse Des Depots ET Consignations

Caisse Des Depots ET Consignations raised its stake in shares of American International Group, Inc. (NYSE:AIG) by 207.3% during the fourth quarter, HoldingsChannel reports. The firm owned 20,619 shares of the insurance provider’s stock after purchasing an additional 13,910 shares during the quarter. Caisse Des Depots ET Consignations’ holdings in American International Group were worth $1,764,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also bought and sold shares of AIG. Brighton Jones LLC acquired a new position in American International Group during the 4th quarter valued at approximately $1,091,000. Sivia Capital Partners LLC increased its stake in American International Group by 30.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,050 shares of the insurance provider’s stock valued at $432,000 after purchasing an additional 1,185 shares in the last quarter. Flow Traders U.S. LLC acquired a new position in American International Group during the 2nd quarter valued at approximately $217,000. Ieq Capital LLC increased its stake in American International Group by 11.5% during the 2nd quarter. Ieq Capital LLC now owns 244,871 shares of the insurance provider’s stock valued at $20,958,000 after purchasing an additional 25,311 shares in the last quarter. Finally, HUB Investment Partners LLC acquired a new position in American International Group during the 2nd quarter valued at approximately $269,000. Institutional investors and hedge funds own 90.60% of the company’s stock.

American International Group Stock Performance

Shares of AIG stock opened at $78.85 on Friday. The stock has a market cap of $42.34 billion, a PE ratio of 14.55, a price-to-earnings-growth ratio of 0.57 and a beta of 0.53. The business has a 50-day simple moving average of $76.85 and a 200-day simple moving average of $77.85. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.22. American International Group, Inc. has a 52-week low of $71.25 and a 52-week high of $87.46.

American International Group (NYSE:AIG) last issued its quarterly earnings data on Thursday, April 30th. The insurance provider reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.89 by $0.22. The business had revenue of $7.02 billion during the quarter, compared to analysts’ expectations of $7.03 billion. American International Group had a return on equity of 10.88% and a net margin of 11.86%.During the same quarter in the previous year, the firm posted $1.17 EPS. On average, equities analysts expect that American International Group, Inc. will post 7.75 EPS for the current year.

American International Group Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 29th. Investors of record on Monday, June 15th will be given a dividend of $0.50 per share. This is a boost from American International Group’s previous quarterly dividend of $0.45. This represents a $2.00 annualized dividend and a yield of 2.5%. The ex-dividend date is Monday, June 15th. American International Group’s dividend payout ratio (DPR) is 33.21%.

American International Group News Summary

Here are the key news stories impacting American International Group this week:

• Positive Sentiment: Q1 earnings beat and underwriting strength—AIG reported $2.11 GAAP EPS, topping estimates as underwriting income surged and expense control improved; management highlighted underwriting momentum across General Insurance. AIG Beats Q1 Earnings
• Positive Sentiment: Company press release: management calls the quarter “excellent” with Core Operating ROE ~12.2% and significant momentum — supports confidence in the turnaround strategy. AIG Reports Excellent First Quarter 2026 Results
• Positive Sentiment: Dividend increase — AIG raised the quarterly dividend to $0.50 (11.1% higher), signaling confidence in cash flow and returning capital to shareholders (ex-dividend June 15). (Company disclosure)
• Positive Sentiment: Strategic deals are producing results — Bloomberg Law notes profit gains as CEO Maurice “Zaffino’s” strategic transactions and portfolio actions take effect, reinforcing the bullish narrative on execution. AIG Profit Jumps as CEO Zaffino’s Strategic Deals Take Effect
• Neutral Sentiment: Analyst note: Barclays nudged its price target from $78 to $80 with an “equal weight” rating — a modest endorsement but not a bullish upgrade. Barclays Raises AIG Price Target
• Neutral Sentiment: Earnings call materials and transcript are available for detail on reserve development, underwriting trends and capital deployment — useful for investors who want to dig into segment-level drivers. Q1 2026 Earnings Call Transcript Q1 Presentation
• Negative Sentiment: Investment income fell sharply — Zacks and other coverage note investment income declined materially, which could mute future earnings if market yields or portfolio returns don’t recover. AIG Beats Q1 Earnings (investment income note)
• Negative Sentiment: Revenue roughly flat to estimates — total revenue missed by a sliver ($7.02B vs. $7.03B expected), underscoring that the beat was driven by underwriting and expense items rather than top-line acceleration. AIG Earnings/Press Release

Wall Street Analyst Weigh In

A number of brokerages have issued reports on AIG. Keefe, Bruyette & Woods upped their price target on shares of American International Group from $96.00 to $97.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Cantor Fitzgerald increased their price objective on shares of American International Group from $77.00 to $81.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 17th. Barclays increased their price objective on shares of American International Group from $78.00 to $80.00 and gave the stock an “equal weight” rating in a research note on Friday. Evercore cut their price objective on shares of American International Group from $90.00 to $85.00 in a research note on Friday, January 23rd. Finally, The Goldman Sachs Group cut their price objective on shares of American International Group from $90.00 to $87.00 and set a “buy” rating on the stock in a research note on Tuesday, April 7th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $86.88.

American International Group Company Profile

American International Group, Inc (AIG) is a global insurance holding company that provides a broad range of property-casualty insurance, specialty insurance, and risk management solutions to institutional, commercial and individual customers. Through its operating subsidiaries, AIG underwrites commercial and personal lines products—ranging from general liability, property, and casualty coverages to specialty lines such as professional liability, surety, cyber and marine—along with related services designed to help clients manage and transfer risk.

The company also has a long history in life insurance, retirement solutions and asset management through businesses that have been restructured or separated over time.