Insurance firm AIG's Q4 adjusted income per share rises 51% yr/yr

American International

10/02/2026 21:26

Overview

Insurance giant's Q4 adjusted after-tax income per share rose 51% yr/yr

Q4 net income per share decreased to $1.35 from $1.43 yr/yr

Company returned $809 mln to shareholders via buybacks and dividends in Q4

Outlook

AIG expects strategic partnerships to boost earnings, EPS, and ROE in 2026

Company sees favorable reinsurance terms and pricing in 2026

AIG anticipates meeting or exceeding 2026 financial objectives

Result Drivers

UNDERWRITING INCOME - AIG's Q4 underwriting income increased 48% yr/yr, driven by lower catastrophe-related charges and favorable prior year development

CAPITAL RETURN - AIG returned $809 mln to shareholders in Q4 through share repurchases and dividends

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Premiums Written
$4.50 bln
Q4 EPS
$1.35
Q4 Net Income
$735 mln
Q4 Adjusted ROE
10.2%
Q4 ROE
7.2%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 8 "strong buy" or "buy", 14 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the property & casualty insurance peer group is "buy."

Wall Street's median 12-month price target for American International Group Inc is $85.00, about 13.5% above its February 9 closing price of $74.90

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBw4B5mVya

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)