American International (AIG)

• Market cap: $45.5B
• 1 day: 0.52%
• 5 days: 0.72%
• 1 month: 1.97%
• 3 months: 0.88%
• 6 months: 3.09%
• Year to date: 5.03%
• 1 year: 11.60%
• 5 years: 57.72%
• 10 years: 40.46%
• Sector: Financials
• Industry: Fire, Marine & Casualty Insurance

About: American International Group is one of the largest insurance and financial services firms in the world and has a global footprint. It operates through a wide range of subsidiaries that provide property, casualty, and life insurance. The company recently spun off its life insurance operations (Corebridge), but still retains a majority stake.

Employees: 22,200

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

28% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 92

1.21% more ownership

Funds ownership: 87.42% [Q3] → 88.63% (+1.21%) [Q4]

2% less capital invested

Capital invested by funds: $41.3B [Q3] → $40.3B (-$919M) [Q4]

1% less funds holding

Funds holding: 1,013 [Q3] → 1,001 (-12) [Q4]

13% less repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 391

13% less funds holding in top 10

Funds holding in top 10: 15 [Q3] → 13 (-2) [Q4]

22% less call options, than puts

Call options by funds: $654M | Put options by funds: $836M

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $76 1% downside
• Avg. target: $82 7% upside
• High target: $90 17% upside

6 analyst ratings

• positive: 3 50%
• neutral: 3 50%
• negative: 0 0%

UBS Brian Meredith 76% 1-year accuracy 19 / 25 met price target	12% upside $86	Buy Maintained	18 Feb 2025
Morgan Stanley Michael Phillips 64% 1-year accuracy 9 / 14 met price target	1% downside $76	Equal-Weight Maintained	14 Feb 2025
Keefe, Bruyette & Woods Meyer Shields 62% 1-year accuracy 69 / 112 met price target	17% upside $90	Outperform Maintained	14 Feb 2025
Wells Fargo Elyse Greenspan 68% 1-year accuracy 77 / 114 met price target	0% upside $77	Equal-Weight Maintained	14 Jan 2025
Goldman Sachs Alex Scott 48% 1-year accuracy 37 / 77 met price target	3% upside $79	Neutral Downgraded	8 Jan 2025