Vanguard Group Reduces $53M in American International Group, Inc. ($AIG)

Vanguard Group recently filed a report with the SEC showing it had reduced its holdings in American International Group, Inc. (NYSE: AIG). The fund trimmed its position by 699,569 shares, bringing its total to approximately 67.8 million shares, valued at about $5.1 billion. This filing reflects the fund's holdings as of the reporting period and may not represent its current position.

What Changed in Vanguard Group's American International Group Position

Vanguard Group decreased its stake in AIG by 699,569 shares, bringing its total down to 67,783,183 shares. This cut represents a 1.02% reduction from its previous holding of 68,482,752 shares, with the current holding valued at approximately $5.1 billion.

Other Institutional Activity in American International Group

Other large investors also adjusted their positions in AIG. BlackRock, Inc. reduced its holding 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, holding a total of 28,370,434 shares worth approximately $2.13 billion. Meanwhile, State Street Corp trimmed its position slightly by 208,551 shares, now holding 24,918,447 shares valued at nearly $1.88 billion.

American International Group Stock Snapshot

Shares of American International Group, Inc. (NYSE: AIG) traded near $75.21. The company has a market cap of approximately $40.16 billion with a P/E ratio of 13.33 and a forward P/E of 8.51. AIG's stock has a 52-week low of $71.25 and a high of $87.29, with a 50-day moving average of $76.17 and a 200-day moving average of $77.81. The firm's beta is 0.54, indicating lower volatility compared to the market.

Recent Earnings

In its recent earnings report, AIG reported revenue of $26.7 billion with a modest growth rate of 1.4%. The company's earnings per share (EPS) stood at $5.68, with a net margin of 11.84% and a return on equity (ROE) of 7.72%. The next earnings release is expected on April 30, 2026.

Dividend

AIG offers a dividend with an annual rate of $2.00, yielding 2.64% based on the current stock price. The dividend payout ratio is 31.69%, reflecting a sustainable distribution of earnings to shareholders.

Insider Buying and Selling at American International Group, Inc.

Recent insider activity at AIG includes several purchases and a sale. On June 3, 2026, Kelly Lafnitzegger, EVP and Chief HR Officer, sold 549 shares at an average price of $72.55. On June 1, 2026, Thomas Stoddard bought 2,387 shares. Additionally, on May 13, 2026, insiders including James Cole Jr., Diana Murphy, Peter Porrino, and Vanessa Ames Wittman each bought 2,441 shares.

Analysts Set New Price Targets

Analysts have maintained their ratings on AIG, with Keefe, Bruyette & Woods maintaining a 'buy' rating and setting a price target of $98 on May 8, 2026. UBS also maintained a 'buy' rating with a $94 target on May 4, 2026. The consensus among analysts is a 'buy' rating, with a target mean price of $87.80 based on 20 opinions.

About American International Group

American International Group, Inc. (AIG) is a global insurance company headquartered in New York, NY. It provides a wide range of insurance products for commercial, institutional, and individual customers across North America and internationally. AIG operates through segments like North America Commercial, International Commercial, and Global Personal. The company offers property insurance, liability, and various specialty insurance products, along with mortgage and loan services.

Bottom Line

Vanguard Group's recent reduction in its AIG holdings is part of a broader trend among institutional investors adjusting their positions. As a major player in the diversified insurance industry, AIG's performance and strategic moves remain closely watched by investors. Remember, 13F filings are backward-looking and reflect positions at the time of the report, not necessarily the current state of holdings.