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American International Group, Inc.. (AIG) Stock Fundamental Analysis & AI Rating 2026

AIG NYSE Fire, Marine & Casualty Insurance DE CIK: 0000005272
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
76% Confidence
STRONG AGREEMENT
HOLD
72% Conf
HOLD
79% Conf

📊 AIG Key Takeaways

Revenue: $26.8B
Net Margin: 11.6%
Free Cash Flow: $3.1B
Current Ratio: N/A
Debt/Equity: 0.22x
EPS: $5.43
AI Rating: HOLD with 72% confidence
American International Group, Inc.. (AIG) receives a HOLD rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $26.8B, net profit margin of 11.6%, and return on equity (ROE) of 7.5%, American International Group, Inc.. demonstrates mixed fundamentals in the Finance sector. Below is our complete AIG stock analysis for 2026.

Is American International Group, Inc.. (AIG) a Good Investment?

Claude

AIG demonstrates solid operational profitability with 14.5% operating margin and strong free cash flow generation of $3.1B, supported by a conservative debt/equity ratio of 0.22x. However, revenue contraction of 1.7% YoY and modest net margin of 11.6% combined with weak ROE of 7.5% suggest limited growth momentum and capital efficiency challenges typical of mature insurance operations.

ChatGPT

AIG shows solid core fundamentals with healthy operating profitability, strong free cash flow generation, and a conservatively levered balance sheet. However, revenue is slightly declining, net income is flat year over year, and the sharp EPS increase appears stronger than the underlying earnings trend, which points to only moderate growth quality. The company looks financially sound, but the current fundamentals support a balanced rather than aggressively bullish view.

Why Buy American International Group, Inc.. Stock? AIG Key Strengths

Claude
  • + Strong free cash flow of $3.1B with 11.5% FCF margin provides flexibility for dividends and debt reduction
  • + Conservative leverage with debt/equity of 0.22x and healthy 9.8x interest coverage ratio indicates financial stability
  • + Substantial asset base of $161.3B with $41.1B in shareholder equity provides competitive positioning in insurance markets
ChatGPT
  • + Strong free cash flow generation with $3.07B in FCF and an 11.5% FCF margin
  • + Low financial leverage with debt/equity of 0.22x and solid 9.8x interest coverage
  • + Profitable operations with 14.5% operating margin and 11.6% net margin

AIG Stock Risks: American International Group, Inc.. Investment Risks

Claude
  • ! Revenue decline of 1.7% YoY signals competitive pressure or underwriting challenges in core insurance segments
  • ! Low ROE of 7.5% and ROA of 1.9% indicate inefficient capital deployment relative to shareholder expectations
  • ! Elevated insider trading activity with 45 Form 4 filings in 90 days warrants monitoring for potential negative signaling
ChatGPT
  • ! Revenue declined 1.7% year over year, indicating limited top-line momentum
  • ! Net income was essentially flat, suggesting earnings growth is not yet broad-based
  • ! ROE of 7.5% is only moderate for an insurer and may indicate limited capital efficiency improvement

Key Metrics to Watch

Claude
  • * Quarterly revenue trends and underwriting profitability by segment
  • * Return on equity trajectory and capital allocation efficiency
  • * Loss ratios and combined ratios in core insurance business segments
ChatGPT
  • * Underlying premium and revenue growth
  • * ROE improvement and net income growth consistency

American International Group, Inc.. (AIG) Financial Metrics & Key Ratios

Revenue
$26.8B
Net Income
$3.1B
EPS (Diluted)
$5.43
Free Cash Flow
$3.1B
Total Assets
$161.3B
Cash Position
$1.3B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

AIG Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 14.5%
Net Margin 11.6%
ROE 7.5%
ROA 1.9%
FCF Margin 11.5%

AIG vs Finance Sector: How American International Group, Inc.. Compares

How American International Group, Inc.. compares to Finance sector averages

Net Margin
AIG 11.6%
vs
Sector Avg 25.0%
AIG Sector
ROE
AIG 7.5%
vs
Sector Avg 12.0%
AIG Sector
Current Ratio
AIG 0.0x
vs
Sector Avg 1.2x
AIG Sector
Debt/Equity
AIG 0.2x
vs
Sector Avg 2.0x
AIG Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is American International Group, Inc.. Stock Overvalued? AIG Valuation Analysis 2026

Based on fundamental analysis, American International Group, Inc.. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
7.5%
Sector avg: 12%
Net Profit Margin
11.6%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.22x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

American International Group, Inc.. Balance Sheet: AIG Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.22x
Debt/Assets
74.5%
Interest Coverage
9.80x
Long-term Debt
$9.2B

AIG Revenue & Earnings Growth: 5-Year Financial Trend

AIG 5-year financial data: Year 2021: Revenue $52.1B, Net Income $3.3B, EPS $3.74. Year 2022: Revenue $56.4B, Net Income -$5.9B, EPS $-6.88. Year 2023: Revenue $54.5B, Net Income $10.4B, EPS $11.95. Year 2024: Revenue $30.0B, Net Income $10.2B, EPS $12.94. Year 2025: Revenue $27.9B, Net Income $3.6B, EPS $4.98.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: American International Group, Inc..'s revenue has declined by 46% over the 5-year period, indicating business contraction. The most recent EPS of $4.98 reflects profitable operations.

AIG Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.5%
Free cash flow / Revenue

AIG Quarterly Earnings & Performance

Quarterly financial performance data for American International Group, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $6.4B $459.0M $0.71
Q2 2025 $6.6B $1.1B $1.98
Q1 2025 $6.8B $698.0M $1.16
Q3 2024 $6.8B $459.0M $0.71
Q2 2024 $6.6B $1.5B $2.03
Q1 2024 $11.0B $30.0M $0.03
Q3 2023 $12.8B $2.0B $2.81
Q2 2023 $13.2B $1.5B $2.03

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

American International Group, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$3.3B
Cash generated from operations
Stock Buybacks
$5.8B
Shares repurchased (TTM)
Capital Expenditures
$240.0M
Investment in assets
Dividends Paid
$976.0M
Returned to shareholders

AIG SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for American International Group, Inc.. (CIK: 0000005272)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/wk-form4_1775164918.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775164883.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775164860.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775164837.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775164806.xml View →

Frequently Asked Questions about AIG

What is the AI rating for AIG?

American International Group, Inc.. (AIG) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are AIG's key strengths?

Claude: Strong free cash flow of $3.1B with 11.5% FCF margin provides flexibility for dividends and debt reduction. Conservative leverage with debt/equity of 0.22x and healthy 9.8x interest coverage ratio indicates financial stability. ChatGPT: Strong free cash flow generation with $3.07B in FCF and an 11.5% FCF margin. Low financial leverage with debt/equity of 0.22x and solid 9.8x interest coverage.

What are the risks of investing in AIG?

Claude: Revenue decline of 1.7% YoY signals competitive pressure or underwriting challenges in core insurance segments. Low ROE of 7.5% and ROA of 1.9% indicate inefficient capital deployment relative to shareholder expectations. ChatGPT: Revenue declined 1.7% year over year, indicating limited top-line momentum. Net income was essentially flat, suggesting earnings growth is not yet broad-based.

What is AIG's revenue and growth?

American International Group, Inc.. reported revenue of $26.8B.

Does AIG pay dividends?

American International Group, Inc.. pays dividends, with $976.0M distributed to shareholders in the trailing twelve months.

Where can I find AIG SEC filings?

Official SEC filings for American International Group, Inc.. (CIK: 0000005272) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AIG's EPS?

American International Group, Inc.. has a diluted EPS of $5.43.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is AIG a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, American International Group, Inc.. has a HOLD rating with 76% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is AIG stock overvalued or undervalued?

Valuation metrics for AIG: ROE of 7.5% (sector avg: 12%), net margin of 11.6% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy AIG stock in 2026?

Our dual AI analysis gives American International Group, Inc.. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is AIG's free cash flow?

American International Group, Inc..'s operating cash flow is $3.3B, with capital expenditures of $240.0M. FCF margin is 11.5%.

How does AIG compare to other Finance stocks?

Vs Finance sector averages: Net margin 11.6% (avg: 25%), ROE 7.5% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI