Keefe, Bruyette & Woods Issues Positive Forecast for American International Group (NYSE:AIG) Stock Price

American International Group (NYSE:AIG) had its price target hoisted by Keefe, Bruyette & Woods from $96.00 to $97.00 in a report released on Thursday, MarketBeat reports. The brokerage currently has an outperform rating on the insurance provider’s stock.

A number of other research firms have also recently commented on AIG. Cantor Fitzgerald reduced their price target on American International Group from $80.00 to $77.00 and set a “neutral” rating for the company in a report on Wednesday, January 14th. HSBC cut their price objective on American International Group from $91.00 to $86.00 and set a “buy” rating for the company in a research report on Friday, January 16th. Piper Sandler boosted their target price on American International Group from $88.00 to $95.00 and gave the stock an “overweight” rating in a report on Monday, December 22nd. The Goldman Sachs Group raised their price target on American International Group from $81.00 to $83.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of American International Group in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and fourteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $87.21.

American International Group Price Performance

Shares of AIG opened at $78.70 on Thursday. The company has a current ratio of 1.32, a quick ratio of 1.32 and a debt-to-equity ratio of 0.22. The company’s fifty day simple moving average is $78.86 and its 200 day simple moving average is $78.84. American International Group has a 1-year low of $71.25 and a 1-year high of $88.07. The company has a market cap of $42.46 billion, a price-to-earnings ratio of 14.52, a PEG ratio of 0.59 and a beta of 0.61.

American International Group (NYSE:AIG) last announced its quarterly earnings results on Tuesday, February 10th. The insurance provider reported $1.96 EPS for the quarter, beating analysts’ consensus estimates of $1.90 by $0.06. The firm had revenue of $6.55 billion during the quarter, compared to analysts’ expectations of $6.99 billion. American International Group had a net margin of 11.56% and a return on equity of 9.78%. During the same quarter last year, the company posted $1.30 earnings per share. On average, research analysts forecast that American International Group will post 6.24 earnings per share for the current fiscal year.

American International Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Monday, March 16th will be issued a $0.45 dividend. The ex-dividend date of this dividend is Monday, March 16th. This represents a $1.80 dividend on an annualized basis and a yield of 2.3%. American International Group’s payout ratio is currently 33.21%.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Advisors Asset Management Inc. boosted its stake in shares of American International Group by 49.6% in the fourth quarter. Advisors Asset Management Inc. now owns 23,724 shares of the insurance provider’s stock valued at $2,030,000 after buying an additional 7,871 shares during the period. Federation des caisses Desjardins du Quebec increased its stake in American International Group by 4.9% during the 4th quarter. Federation des caisses Desjardins du Quebec now owns 140,371 shares of the insurance provider’s stock worth $12,007,000 after acquiring an additional 6,554 shares during the period. HRT Financial LP acquired a new position in American International Group in the 4th quarter valued at $2,906,000. Brooklyn Investment Group lifted its position in shares of American International Group by 18.2% during the 4th quarter. Brooklyn Investment Group now owns 29,624 shares of the insurance provider’s stock valued at $2,562,000 after acquiring an additional 4,554 shares during the period. Finally, Orion Porfolio Solutions LLC lifted its position in shares of American International Group by 1.5% during the 4th quarter. Orion Porfolio Solutions LLC now owns 23,383 shares of the insurance provider’s stock valued at $2,000,000 after acquiring an additional 340 shares during the period. 90.60% of the stock is owned by institutional investors.

Key Headlines Impacting American International Group

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

• Positive Sentiment: Q4 results beat consensus — EPS rose ~51% year‑over‑year as underwriting strength offset pressures in premiums and investment income, signaling operational momentum. AIG Q4 Earnings Beat
• Positive Sentiment: Underwriting gains appear sustainable — analysts and commentary from the earnings call highlight durable improvement in underwriting performance and margin expansion potential. Earnings Call Highlights
• Positive Sentiment: General Insurance underwriting income jumped (~48% in Q4 for GI), backing the claim that underwriting is driving earnings recovery. GI Underwriting Income Rises
• Positive Sentiment: Shareholder returns and capital actions: A quarterly dividend of $0.45/share was declared, supporting yield and cash-return thesis for income‑oriented investors. (Ex‑dividend and record dates announced.)
• Positive Sentiment: Analyst upgrades/target raises: HSBC raised its target to $90 (buy) and Keefe, Bruyette & Woods nudged its target to $97 (outperform), both signaling upside from current levels and reinforcing the bullish case. HSBC Raises Target
• Neutral Sentiment: Piper Sandler trimmed its target to $88 but kept an overweight rating — a modest cut that still implies upside, suggesting mixed but not bearish broker sentiment. Piper Sandler Adjustment
• Neutral Sentiment: Barclays trimmed its target to $79 and kept an equal‑weight rating — essentially signaling limited near‑term upside from current levels. Barclays Target Trim
• Negative Sentiment: Net investment income weakness trimmed fourth‑quarter profit — investment income compression is a recurring headwind that limits the upside from underwriting gains. Investment Income Slide
• Negative Sentiment: Competitive positioning note: coverage that AIG posted “strong” Q4 gains but still lagged its closest industry rival in some metrics — watch peer comparisons for market‑share and pricing signals. Peer Comparison

About American International Group

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.