AIG's Conference Overview: The AIG conference featured CEO Peter Zaffino discussing the company's pivotal year in 2025, emphasizing the importance of moving past previous challenges and focusing on current objectives.
Key Focus Areas: Zaffino highlighted AIG's commitment to enhancing its underwriting culture, operational excellence, and disciplined capital management, alongside the integration of digital innovations like Gen AI to improve workflows.
AIG
$86.14+Infinity%1D
Analyst Views on AIG
Wall Street analysts forecast AIG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AIG is 87.38 USD with a low forecast of 83.00 USD and a high forecast of 97.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
Wall Street analysts forecast AIG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AIG is 87.38 USD with a low forecast of 83.00 USD and a high forecast of 97.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
11 Hold
0 Sell
Hold
Current: 84.540
Low
83.00
Averages
87.38
High
97.00
Current: 84.540
Low
83.00
Averages
87.38
High
97.00
TD Cowen
Andrew Kligerman
Hold
maintain
$86 -> $90
2025-12-16
New
Reason
TD Cowen
Andrew Kligerman
Price Target
$86 -> $90
2025-12-16
New
maintain
Hold
Reason
TD Cowen analyst Andrew Kligerman raised the firm's price target on AIG to $90 from $86 and keeps a Hold rating on the shares. The firm updated its model following its Q3 results.
Mizuho
Yaron Kinar
Neutral
initiated
$84
2025-12-15
New
Reason
Mizuho
Yaron Kinar
Price Target
$84
2025-12-15
New
initiated
Neutral
Reason
Mizuho analyst Yaron Kinar initiated coverage of AIG with a Neutral rating and $84 price target. The firm rolled out coverage of 23 companies, including six life insurers, 11 property and casualty insurers and six insurance brokers. It prefers life insurance, saying the group is undervalued despite credit concerns. Mizuho is less constructive on the property and casualty insurers and brokers citing market softening, plateauing investment yields and reserve concerns. The analyst expects insurance broker organic growth to moderate and is concerned that this may drive more aggressive acquisitions.
Deutsche Bank
Buy
maintain
$91
2025-12-11
Reason
Deutsche Bank
Price Target
$91
2025-12-11
maintain
Buy
Reason
Deutsche Bank keeps a Buy rating on AIG (AIG) with a $91 price target after Insurance Insider reported Chubb (CB) reached out to the company last month to indicate its willingness to explore a takeover. While there is significant overlap between the two businesses, especially in large account commercia, there could also be meaningful synergy potential, the analyst tells investors in a research note. Deutsche also believes AIG's international breadth could be attractive to Chubb. With or without a deal, AIG will now viewed as a potential takeout candidate, "which should provide downside support for the shares," contends Deutsche Bank.
Cantor Fitzgerald
Ryan Tunis
Neutral
maintain
$80
2025-12-10
Reason
Cantor Fitzgerald
Ryan Tunis
Price Target
$80
2025-12-10
maintain
Neutral
Reason
Cantor Fitzgerald analyst Ryan Tunis keeps a Neutral rating and $80 price target on AIG (AIG) after the stock rose today on Insurance Insider report of a potential tie-up with Chubb (CB). The firm believes that a marriage of AIG and Chubb - or any other suiter for that matter - is very unlikely, as AIG and Chubb have way too much overlap as primary insurers in the multinational insurance world - one that won't ever desire an apex predator because of the brokers, the analyst tells investors in a research note. An overly-exuberant investor day, a couple recent chin-scratching M&A deals that stunted buyback expectations, and management turnover undoubtedly put the company in a tough spot, but this has provided AIG with a good catalyst for management to refocus on core operations, the firm added.
About AIG
American International Group, Inc. is a global insurance company. It provides insurance solutions that help businesses and individuals in over 200 countries and jurisdictions protect their assets and manage risks through its operations, licenses and authorizations and network partners. Its segment includes General Insurance and Other Operations. General Insurance business includes its three segments, including North America Commercial, International Commercial and Global Personal. The North America Commercial consists of insurance businesses in the United States, Canada and Bermuda. The International Commercial consists of insurance businesses in Japan, the United Kingdom, Europe, Middle East and Africa, Asia Pacific, Latin America and Caribbean and China. The North America and International Commercial segment products include property and short tail, casualty, financial lines and global specialty. Global Personal segment products include global accident and health and personal lines.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
