Aristotle Capital Management Reduces $35M in American International Group, Inc. ($AIG)

Aristotle Capital Management has trimmed its position in American International Group, Inc. (NYSE: AIG) by 458,161 shares. The latest 13F filing with the SEC shows that as of the reporting period, the fund held 10,529,689 shares, a decrease of about 4.17%. The stake is valued at approximately $791.9 million.

What Changed in Aristotle Capital Management's American International Group Position

Aristotle Capital Management reduced its holdings in AIG from 10,987,850 shares to 10,529,689 shares, a decrease of 458,161 shares or 4.17%. Despite the reduction, the investment remains substantial, with the shares valued at nearly $792 million.

Other Institutional Activity in American International Group

Several other major funds also adjusted their positions in AIG. BlackRock, Inc. reduced its holdings by 2,035,975 shares, ending with 46,671,041 shares valued at about $3.51 billion. Wellington Management Group LLP increased its stake by 2,455,181 shares, bringing its total to 28,370,434 shares worth approximately $2.13 billion. Meanwhile, State Street Corp trimmed its position slightly by 208,551 shares, holding 24,918,447 shares valued at $1.88 billion.

American International Group Stock Snapshot

Shares of AIG traded near $75.21. The company has a market capitalization of $40.2 billion, with a P/E ratio of 13.33 and a forward P/E of 8.51. The stock's 52-week range spans from $71.25 to $87.29, with a 50-day moving average of $76.17 and a 200-day moving average of $77.81. AIG’s beta is 0.541, indicating lower volatility compared to the market.

Recent Earnings

In its latest earnings report, AIG posted revenue of $26.7 billion, reflecting a growth of 1.4%. The company's earnings per share stood at $5.68, with a net margin of 11.84% and a return on equity of 7.72%. The next earnings release is scheduled for April 30, 2026.

Dividend

AIG offers an annual dividend rate of $2.00 per share, yielding 2.64%. The dividend payout ratio is 31.69%, indicating a balanced distribution policy.

Insider Buying and Selling at American International Group, Inc.

Recent insider activity at AIG included several purchases. On May 13, 2026, insiders such as James Cole Jr., Diana Murphy, Peter Porrino, and Vanessa Ames Wittman each acquired 2,441 shares. Additionally, Thomas Stoddard bought 2,387 shares on June 1, 2026. Conversely, Kelly Lafnitzegger, EVP and Chief HR Officer, sold 549 shares on June 3, 2026.

Analysts Set New Price Targets

On May 8, 2026, Keefe, Bruyette & Woods maintained a 'buy' rating on AIG with a target price of $98. UBS also reaffirmed its 'buy' rating with a target of $94 on May 4, 2026. Meanwhile, Citigroup maintained a 'hold' rating with an $88 target. The consensus among analysts is a 'buy' recommendation, with a mean target price of $87.8 across 20 opinions.

About American International Group

American International Group, Inc. is a global insurance company headquartered in New York, NY. Founded in 1919, AIG provides a range of insurance products to commercial, institutional, and individual clients worldwide. It operates through segments such as North America Commercial, International Commercial, and Global Personal. The company is led by CEO Jon Hancock and employs approximately 22,100 people.

Bottom Line

Aristotle Capital Management's recent reduction in AIG shares is a notable move in the context of institutional trading. However, AIG remains a significant holding for the fund. Investors often track such filings for insights, though it’s important to remember that these 13F filings are backward-looking and may not reflect current positions. As AIG continues to engage analysts and insiders, the stock remains under close watch in the financial sector.