AIG's Q2 2026 combined ratio of 80.7% and EPS of $1.78 signal a potential operational inflection, driven by disciplined underwriting and favorable reserve development. However, total revenue contracted in most quarters over the past two years, with Q1 2026 dow...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth remains mixed, with Q2 2026 revenue up 0.6% year-over-year, but underwriting profitability improved sharply as the combined ratio fell to 80.7% from 85.2% in Q1 2026, driven by a loss ratio of 63.3%.
After the Corebridge split, AIG has pivoted to higher‑return Property & Casualty underwriting, specialty lines, and capital‑light fee businesses. The realignment focuses on disciplined underwriting, reinsurance optimization, and selective acquisitions to lift returns.
AIG’s 2025 calendar combined ratio was 90.1% and the accident‑year combined ratio 88.3%. Underwriting income rose 22% YoY to $2.3 billion, while net income was $3.1 billion and adjusted after‑tax income $4.0 billion, a 43% increase.
The company is expanding specialty commercial P&C lines—excess & surplus, financial lines, cyber, environmental, warranty, and high‑net‑worth segments—deepening its North America and London presence and selectively growing in EMEA and Asia.
Trailing total returns as of 10/2/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $2.00+4.2% vs $1.92 | $7.1B-2.1% vs $7.2B |
Q2 2026 Apr 30, 2026 | $2.11+11.6% vs $1.89 | $6.8B-3.6% vs $7.0B |
Q1 2026 Feb 10, 2026 | $1.96+3.2% vs $1.90 | $6.7B-2.5% vs $6.9B |
Q4 2025 Nov 4, 2025 | $2.20+27.9% vs $1.72 | $6.4B-6.0% vs $6.8B |
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does American International Group (AIG) have what it takes?
AIG is expanding AI across underwriting and claims, with efficiency metrics improving, although more data is needed to quantify its financial impact.
American International is trimming property exposure as pricing softens, while stronger casualty pricing and better-priced businesses support underwriting quality.
Everest Group's disciplined underwriting, specialty growth and expanding third-party capital support growth as softer catastrophe pricing poses risks.
Benchmark AIG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for American International Group, Inc. (AIG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $75.43 | $39.99B | 13.89 | -1.82% | 11.56% | 7.4% | 2.27% | |
| $94.35 | $60.71B | 19.66 | 10.22% | 4.61% | 12.75% | — | |
| $113.13 | $39.26B | 11.07 | -13.74% | 5.93% | 11.2% | — | |
| $125.74 | $34.47B | 9.44 | 7.1% | 15.03% | 22.99% | — | |
| $361.64 | $75.43B | 13.18 | 5.17% | 16.95% | 25.62% | — | |
| $224.41 | $57.77B | 5.88 | 4.64% | 19.24% | 43.16% | — |
American International Group, Inc. (AIG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
American International Group, Inc. (AIG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 14, 2026·SEC
Apr 30, 2026·SEC
Feb 12, 2026·SEC
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American International Group, Inc. (AIG) stock FAQ — growth, dividends, profitability & financials explained
American International Group, Inc. (AIG) saw revenue decline by 1.8% over the past year.
Yes, American International Group, Inc. (AIG) is profitable, generating $2.96B in net income for fiscal year 2025 (11.6% net margin).
Yes, American International Group, Inc. (AIG) pays a dividend with a yield of 2.27%. This makes it attractive for income-focused investors.
American International Group, Inc. (AIG) has a return on equity (ROE) of 7.4%. This is below average, suggesting room for improvement.
American International Group, Inc. (AIG) has a combined ratio of 85.5%. A ratio below 100% indicates underwriting profitability.
