AIG Earnings Preview
American International Group, Inc. · Financial Services · $42B
AIG Earnings
Thursday, Apr 30 2026
EPS Estimate
$1.88
$1.74 – $1.96
Revenue Estimate
$7.0B
Current Price
$77.93
Our Position
bullishQ4 income jumps 51% on underwriting strength
structured data
est. revisions falling
(-2.0pp / 30d)
The 51% income surge and 22% underwriting gain signal improved pricing power and disciplined risk selection in a hardening insurance market. Aggressive capital return — nearly $7 billion in 2025 — shows management confidence in both earnings quality and excess capital generation.
Watch: Watch for execution on the low-to-mid-teens premium growth target in 2026 and whether underwriting margins hold as competitive dynamics shift. Continued buyback pace will signal whether earnings momentum is sustainable.
Data Signal Summary
2 bullish
2 bearish
Estimates down -2%
Insider buying cluster
Put/call 0.1 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
buying
Price Trend
downtrend
From 52w High
-0.9%
P/E Ratio
14.4
Est. Revisions (30d)
-2.5% 1up/10dn
Analyst Target (mean)
$87 $78–$101 +12%
Options P/C Ratio
0.11
Est. Dispersion
12% 18 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong D.E. Shaw, Citadel, Bridgewater, Soros
Recent Activity
insider trades
79 transactions
Award
·
BAILEY DONALD J (Officer)
·6,603 shares
Other
·
CARBONE KATHLEEN (Officer)
·2,109 shares
Other
·
GLAZER ROSE MARIE E (General Counsel)
·1,623 shares
Other
·
HANCOCK JONATHAN LAWTON (Officer)
·6,490 shares
Other
·
FRY CHARLES ANTHONY (Officer)
·2,108 shares
74 more
Other
·
SCHAPER CHRISTOPHER
·2,365 shr
Award
·
ANDERSEN ERIC J
·186,400 shr
Award
·
DANDRIDGE EDWARD LEE
·3,243 shr
Award
·
CARBONE KATHLEEN
·13,198 shr
Award
·
GLAZER ROSE MARIE E
·26,205 shr
Award
·
HANCOCK JONATHAN LAWTON
·32,033 shr
Award
·
NAVAGAMUWA ROSHAN
·5,189 shr
Award
·
FRY CHARLES ANTHONY
·27,446 shr
Award
·
LAFNITZEGGER KELLY
·5,675 shr
Award
·
TWININGDAVIS MELISSA
·5,675 shr
Award
·
WALSH KEITH
·8,108 shr
Award
·
HALLWORTH SCOTT
·5,189 shr
Award
·
SCHAPER CHRISTOPHER
·28,683 shr
Award
·
ZAFFINO PETER
·274,163 shr
Award
·
CARBONE KATHLEEN
·5,828 shr
Award
·
NAVAGAMUWA ROSHAN
·11,657 shr
Buy
·
WALSH KEITH
·27 shr
·$2,207
Buy
·
INGLIS JOHN C
·13 shr
·$1,200
Other
·
GLAZER ROSE MARIE E
·5,071 shr
Other
·
ZAFFINO PETER
·85,403 shr
Other
·
DANDRIDGE EDWARD LEE
·2,811 shr
Buy
·
INGLIS JOHN C
·15 shr
·$1,193
Other
·
ZAFFINO PETER
·31,760 shr
Buy
·
INGLIS JOHN C
·653 shr
·$50,307
Buy
·
INGLIS JOHN C
·10 shr
·$895
Other
·
FRY CHARLES ANTHONY
·4,531 shr
Sell
·
CARBONE KATHLEEN
·30,073 shr
·$2,527,891
Exercise
·
CARBONE KATHLEEN
·25,809 shr
·$1,477,916
Sell
·
GLAZER ROSE MARIE E
·34,954 shr
·$2,936,965
Other
·
GLAZER ROSE MARIE E
·34,954 shr
Sell
·
WADE CLAUDE E.
·22,456 shr
·$1,876,733
Sell
·
TWININGDAVIS MELISSA
·9,321 shr
·$776,072
Sell
·
FLATT CHRISTOPHER
·46,182 shr
·$3,845,160
Other
·
FLATT CHRISTOPHER
·31,110 shr
Other
·
NAVAGAMUWA ROSHAN
·17,339 shr
Buy
·
INGLIS JOHN C
·644 shr
·$50,658
Other
·
CARBONE KATHLEEN
·4,035 shr
Other
·
WADE CLAUDE E.
·4,091 shr
Other
·
GLAZER ROSE MARIE E
·3,272 shr
Other
·
HANCOCK JONATHAN LAWTON
·13,493 shr
Other
·
SCHAPER CHRISTOPHER
·5,805 shr
Other
·
BAILEY DONALD J
·2,297 shr
Other
·
ZAFFINO PETER
·17,752 shr
Award
·
DANDRIDGE EDWARD LEE
·3,301 shr
Award
·
CARBONE KATHLEEN
·13,396 shr
Award
·
WADE CLAUDE E.
·28,646 shr
Award
·
GLAZER ROSE MARIE E
·25,888 shr
Award
·
HANCOCK JONATHAN LAWTON
·28,377 shr
Award
·
NAVAGAMUWA ROSHAN
·5,282 shr
Award
·
FRY CHARLES ANTHONY
·6,584 shr
Award
·
LAFNITZEGGER KELLY
·4,127 shr
Award
·
TWININGDAVIS MELISSA
·4,292 shr
Award
·
WALSH KEITH
·8,254 shr
Award
·
FLATT CHRISTOPHER
·7,708 shr
Award
·
SCHAPER CHRISTOPHER
·15,126 shr
Other
·
NAVAGAMUWA ROSHAN
·19,704 shr
Award
·
ZAFFINO PETER
·189,578 shr
Buy
·
RICE JOHN G
·10,000 shr
·$770,000
Buy
·
INGLIS JOHN C
·10 shr
·$787
Other
·
GLAZER ROSE MARIE E
·3,000 shr
Other
·
NAVAGAMUWA ROSHAN
·31,525 shr
Exercise
·
NAVAGAMUWA ROSHAN
·31,525 shr
·$2,423,642
Buy
·
INGLIS JOHN C
·660 shr
·$50,002
Other
·
ZAFFINO PETER
·13,949 shr
Award
·
LEIMKUHLER COURTNEY
·1,284 shr
Buy
·
INGLIS JOHN C
·7 shr
·$520
Award
·
TWININGDAVIS MELISSA
·46,166 shr
Award
·
FRY CHARLES ANTHONY
·6,690 shr
Award
·
SCHAPER CHRISTOPHER
·6,690 shr
Buy
·
INGLIS JOHN C
·6 shr
·$518
Other
·
PURTILL SABRA R
·7,552 shr
Sell
·
ZAFFINO PETER
·200,000 shr
·$14,904,432
Exercise
·
ZAFFINO PETER
·200,000 shr
·$12,906,000
Award
·
LAFNITZEGGER KELLY
·3,223 shr
analyst ratings
2 ratings
JP Morgan
→Neutral
1d ago
Mizuho
→Neutral
8d ago
Explore more
