Illinois Municipal Retirement Fund Trims Position in American International Group, Inc. $AIG

Illinois Municipal Retirement Fund lowered its holdings in shares of American International Group, Inc. (NYSE:AIG) by 15.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 155,337 shares of the insurance provider’s stock after selling 27,455 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in American International Group were worth $12,200,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in AIG. Franklin Resources Inc. increased its holdings in American International Group by 6.1% during the second quarter. Franklin Resources Inc. now owns 12,536,144 shares of the insurance provider’s stock valued at $1,072,969,000 after buying an additional 716,209 shares during the last quarter. Diamond Hill Capital Management Inc. grew its position in shares of American International Group by 4.3% during the 3rd quarter. Diamond Hill Capital Management Inc. now owns 12,111,405 shares of the insurance provider’s stock valued at $951,230,000 after acquiring an additional 499,330 shares during the period. Norges Bank purchased a new stake in shares of American International Group in the 2nd quarter worth $787,724,000. Raymond James Financial Inc. raised its holdings in American International Group by 4.4% in the 2nd quarter. Raymond James Financial Inc. now owns 3,429,324 shares of the insurance provider’s stock worth $293,516,000 after purchasing an additional 143,361 shares during the period. Finally, Massachusetts Financial Services Co. MA raised its holdings in American International Group by 1.5% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 3,390,248 shares of the insurance provider’s stock worth $266,270,000 after purchasing an additional 48,900 shares during the period. Hedge funds and other institutional investors own 90.60% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have commented on AIG shares. 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 research report on Wednesday, January 14th. Weiss Ratings reissued a “buy (b-)” rating on shares of American International Group in a report on Monday, December 29th. Bank of America decreased their target price on shares of American International Group from $89.00 to $80.00 and set a “neutral” rating on the stock in a research note on Friday, January 16th. Keefe, Bruyette & Woods upped their price target on shares of American International Group from $96.00 to $97.00 and gave the stock an “outperform” rating in a research report on Thursday. Finally, Wells Fargo & Company raised their price objective on shares of American International Group from $83.00 to $85.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 13th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and fourteen have issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $87.21.

More American International Group News

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

American International Group Price Performance

AIG stock opened at $78.70 on Friday. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.32 and a current ratio of 1.32. The company’s fifty day moving average price is $78.86 and its 200-day moving average price is $78.84. American International Group, Inc. has a one year low of $71.25 and a one year high of $88.07. The company has a market capitalization of $42.46 billion, a PE ratio of 14.52, a price-to-earnings-growth ratio of 0.59 and a beta of 0.61.

American International Group (NYSE:AIG) last posted its earnings results on Tuesday, February 10th. The insurance provider reported $1.96 earnings per share for the quarter, beating the consensus estimate of $1.90 by $0.06. The company 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 period last year, the company posted $1.30 earnings per share. On average, equities analysts anticipate that American International Group, Inc. will post 6.24 EPS for the current fiscal year.

American International Group Dividend Announcement

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

American International Group 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.