NEW YORK--(BUSINESS WIRE)--American International Group, Inc. (NYSE: AIG) today announced that it has completed the acquisitions of strategic minority ownership stakes in Convex Group Limited ("Convex†), a privately held, global specialty insurer, and Onex Corporation ("Onex†) (TSE: ONEX), a publicly traded global asset manager. Pursuant to these transactions, AIG has acquired an approximately 35% equity interest in Convex for approximately $2.1 billion, and a 9.9% ownership stake in Onex for approximat ...

Key Takeaways AIG will report Q4 2025 earnings on Feb. 10, with consensus EPS of $1.89 and revenues of $7.1B.General Insurance is expected to drive results, with net investment income projected to rise 19.8%.AIG's margins may be pressured as net premiums fall 0.7% and expenses remain elevated.American International Group, Inc. (AIG) is scheduled to release fourth-quarter 2025 results on Feb. 10, 2026, after market close. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently peg ...

The market expects American International Group (AIG) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 10, might help the stock move higher if these k ...

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets continued their upward momentum in Q4, with the Russell 1000 Value Index increasing 3.8%. The information technology (+11%) and communication services (+9%) sectors are leading the rally, driven by AI optimism. The growth areas of the market accounted for the majority of the Index’s return in Q4. The firm maintains a cautious s ...

Company Overview - American International Group, Inc. (AIG) is valued at a market cap of $39.6 billion and is a leading provider of property and casualty insurance to commercial and institutional customers [1] Stock Performance - AIG has underperformed the broader market over the past 52 weeks, with shares declining 1.4%, while the S&P 500 Index surged 15.4% [1] - Year-to-date, AIG's stock is down 13.1%, compared to a 1.8% return for the S&P 500 [1] - AIG has also trailed behind the State Street SPDR S&P Insurance ETF (KIE), which dropped 2.9% on a year-to-date basis [2] Leadership Changes - On January 6, AIG shares tumbled 7.5% after the announcement that Chairman and CEO Peter Zaffino plans to step down as CEO by mid-year, moving to the role of Executive Chairman [3] - Eric Andersen from Aon will join as President and CEO-elect on February 16, 2026, but the leadership change has injected uncertainty into the market [3] Earnings Expectations - For the current fiscal year ending in December, analysts expect AIG's EPS to grow 41.8% year over year to $7.02 [4] - AIG has exceeded consensus earnings estimates in each of the last four quarters, indicating a promising earnings surprise history [4] Analyst Ratings - Among the 25 analysts covering AIG, the consensus rating is a "Moderate Buy," with seven "Strong Buy," two "Moderate Buy," and 16 "Hold" ratings [4] - RBC Capital analyst Rowland Mayor maintained a "Hold" rating on AIG with a price target of $85, indicating a 14.3% potential upside from current levels [5] - The mean price target of $87.41 represents a 17.5% premium from AIG's current price levels, while the Street-high price target of $101 suggests a 35.8% potential upside [5]

Product diversification has been helping Zacks Multiline Insurance industry players lower concentration risk, ensure uninterrupted revenue generation and improve retention ratio. Better pricing, prudent underwriting, increased exposure and faster economic recovery should benefit American International Group Inc. (AIG) , Prudential Financial Inc. (PRU) , Markel Group (MKL) , Principal Financial Group (PFG) and Everest Group, Ltd. (EG) . Accelerated digitalization will help in the smooth functioning of the in ...

Group 1: Leadership Changes - Ascot Group appointed Ashleigh Edwards as group head of Ceded Reinsurance, overseeing global ceded reinsurance strategy [3][4] - AIG announced that CEO Peter Zaffino will transition to executive chair by mid-2026, with Eric Andersen named as president and CEO-elect effective February 16, 2026 [8][10] - CFC appointed Christyn Yoast as global head of commercial, expected to start in January 2026 [25][26] - Lloyd's appointed Jim Bichard as chief financial officer, effective in April [28][30] Group 2: Acquisitions and Partnerships - Xceedance acquired Marble Box, marking its entry into the agent and broker ecosystem [5][6] - KatRisk acquired UK-based Symfos, integrating climate and catastrophe risk modeling capabilities with underwriting tools [22][23] - Virginia Farm Bureau Insurance partnered with Agero for roadside assistance services, enhancing member support [46][47] Group 3: Technology and Innovation - InnSure launched Creation Labs, a climate innovations incubator platform to develop climate risk management products [11][12] - Cytora partnered with Climatig to embed climate risk assessments into underwriting workflows, enhancing risk evaluation [16][17] - WTW launched the Radar Connector for Databricks, streamlining data integration for insurance analytics [19][20] - Augusta Mutual adopted ZestyAI's AI-powered risk analytics to improve underwriting accuracy [36][37] - BirdsEyeView secured a seven-figure investment to expand climate hazard modeling capabilities [38][39]

Group 1 - American International Group (AIG) and CVC have formed an alliance to support AIG's investment strategy, focusing on insurance-related solutions and private market opportunities [1] - The partnership involves creating substantial separately managed accounts (SMAs) under CVC's credit investment strategies, with AIG as a cornerstone investor in a new evergreen platform for private equity secondaries [1][3] - AIG is committing up to $1.5 billion from its current private equity holdings to establish an initial asset base for the new platform and facilitate the reallocation of its legacy private equity interests [2][4] Group 2 - CVC CEO Rob Lucas emphasized that the partnership is a strong endorsement of CVC's ability to meet the evolving needs of global insurance institutions and highlights the depth of their credit platform [3] - The agreement includes plans for AIG to allocate up to $2 billion in total to CVC-managed SMAs and funds, with $1 billion expected to be invested by 2026 [4] - The SMAs are designed to provide AIG access to a mix of private and liquid credit investments, addressing regulatory requirements and capital return objectives [5] Group 3 - AIG's CEO and chairman Peter Zaffino stated that this partnership marks AIG's first collaboration with a European-headquartered asset manager, supporting its strategy of actively managing its investment portfolio [6] - The announcement follows leadership changes at AIG, with Eric Andersen named president and CEO-elect, set to succeed Zaffino in June 2026 [7]

Core Insights - AIG has formed a strategic partnership with CVC, which is expected to leverage the strengths of both companies and potentially lead to significant market developments [1][5] - Cantor Fitzgerald has adjusted AIG's rating to Neutral and lowered its price target from $80 to $77, indicating a cautious outlook on the stock [2][5] Stock Performance - AIG's current stock price is $72.93, reflecting a decrease of 1.1 points or approximately 1.49% on the day, with fluctuations between a low of $72.81 and a high of $73.98 [3][5] - Over the past year, AIG's stock has reached a high of $88.07 and a low of $71.74, with a current market capitalization of approximately $39.35 billion [4] - Today's trading volume for AIG is 3,467,157 shares, indicating active investor interest [4]

Core Insights - American International Group, Inc. (AIG) has entered a strategic investment partnership with CVC, focusing on credit-related investments and private equity secondaries [1][4] - AIG plans to allocate nearly $3.5 billion over time through CVC-managed vehicles, with initial allocations starting in 2026 [2] - AIG will contribute approximately $1.5 billion as a cornerstone investor in CVC's private equity secondaries evergreen platform [2] - The partnership aims to enhance portfolio diversification, yield potential, and long-term returns for AIG [6] Investment Strategy - AIG will utilize separately managed accounts (SMAs) to gain exposure to diversified private and liquid credit assets, allocating around $2 billion [3] - The partnership is designed to be scalable and flexible, allowing for growth in allocations as performance and market conditions evolve [3] Market Context - This move reflects a trend among large insurers like AIG, shifting from traditional fixed-income investments to alternative assets for higher, more stable long-term returns [4] - The partnership signals confidence in private credit and secondaries as attractive asset classes in a higher-rate but uncertain economic environment [4] CVC's Position - CVC, with an AUM of €201 billion, benefits from this long-term partnership, enhancing its credibility and position in institutional capital markets [5] - The deal provides CVC with sizable, sticky capital, generating recurring fees and opportunities to scale its investment platforms [5] AIG's Financial Performance - AIG's trailing 12-month return on equity is 9.09%, below the industry average of 15.14% [6] - The Zacks Consensus Estimate for AIG's current-year earnings is $7.02 per share, indicating a 41.8% year-over-year growth, while revenue is estimated at $27.25 billion, signaling a 16.9% decline [7]