Why American International Group stock moves
American International Group fell without company news.
Written after the close on ·
Updated 02:00 with news that came after the close
Why today
16,413 news analyzed todayAmerican International Group fell without company news.
In the last session, the S&P 500 rose slightly, so American International Group moved against the market.
Over the last five trading days it fell sharply, more than the S&P 500 and against its Financial Services sector, which rose slightly.
Likely drivers include the earnings report from earlier this week, where a higher catastrophe loss ratio weighed on underwriting income, and sector-wide pressure from intensifying insurance competition.
Today's move of −3.93% was 5.1 times a normal day's 0.8%. S&P 500 moved +0.31% on the same day.
American International Group −3.93%S&P 500 +0.31%Against the market
What analysts expect, and how often they have been right
Analysts’ estimates for American International Group.
American International Group earned more than expected in 8 out of 8 reports.
For comparison, about 82% of reports from US companies beat the estimate in the last three years.
The share moved in the same direction as the earnings surprise in 5 out of 8 reports with a measured move, against about 55% of reports from US companies.
Ratings
Price targets
Latest price $77.75
Earnings against expectations, and the share’s reaction
Expected EPSAbove estimateBelow estimateAs expected$
Next reported quarter: expected earnings per share of $2.07 (February 10). For the current fiscal year, expected earnings per share changed from $8.01 three months ago to $8.21 now. 2026 estimate: $8.21. 2027 estimate: $8.76.
Has the share price followed the business?
Price and earnings moved in the same direction: 1 out of 3 years. Across US companies, that happens in about 65% of years. In 2025, the price changed +18% and earnings per share went from -$2.17 to $5.43.
Revenue, profit and market cap
RevenueProfitMarket capHatched bars: analysts’ estimates.$B
Assets, liabilities and market cap
AssetsLiabilitiesMarket cap$B
Price and earnings moved in the same direction: 1 out of 3 years.Market cap (Now): $40.3BRevenue 2025: $26.8B
What the key figures say about American International Group
The figures connect what American International Group earns with what investors pay.
The line shows the share price in the same year, on its own scale. Hatched bars: analysts’ estimates.
Profit divided by the number of shares. Each share represents this much of the earnings.
2022–2025: -$2.17–$12.94. Peers: Sampo 0.46 EUR, Generali 2.95 EUR, Tryg 7.73 DKK. 2026 estimate: $8.21 ($8.11–$8.35). 2027 estimate: $8.76 ($8.08–$9.23).
What the company sold during the year.
2022–2025: $26.8B–$30.0B. Peers: Sampo 10.7 bn EUR, Generali 59.3 bn EUR, Tryg 43.7 bn DKK. 2026 estimate: $28.9B ($28.7B–$29.2B). 2027 estimate: $31.2B ($30.5B–$31.7B).
Profit as a percentage of shareholders’ money in the company.
2022–2025: −3.4%–24.9%. Peers: Sampo 16.0%, Generali 15.1%, Tryg 12.5%.
The price investors pay for each unit of annual earnings per share. Not shown for a loss.
2022–2025: 4.9–15.8. Peers: Sampo 21.3, Generali 14.8, Tryg 21.2. 2026 estimate: 9.5. 2027 estimate: 8.9.
What investors pay for each unit the company sells.
2022–2025: 1.55–1.72. Peers: Sampo 2.40, Generali 1.11, Tryg 2.23. 2026 estimate: 1.39. 2027 estimate: 1.29.
Money paid to shareholders per share, summed by calendar year.
2017–2025: $1.28–$1.75.
The ordinary yearly dividend as a percentage of the share price.
2022–2025: 2.0%–2.1%. Peers: Sampo 3.7%, Generali 3.8%, Tryg 5.2%.
More key figures
Market cap divided by shareholders’ equity, what remains after liabilities.
2022–2025: 1.03–1.13. Peers: Sampo 3.35, Generali 2.06, Tryg 2.73.
Market cap plus net debt, divided by operating earnings. This includes debt.
2022–2025: -38.2–3.9.
Cash left after investments, divided by the number of shares.
2022–2025: $5.40–$9.06. Peers: Sampo 0.47 EUR, Generali 12.82 EUR, Tryg 11.11 DKK.
The percentage of assets financed by shareholders’ equity.
2022–2025: 7.8%–26.4%.
The dividend explained
A dividend is money paid to shareholders. American International Group paid $1.90 per share in the twelve months through November 6, 2026.
On the ex-dividend day, September 16, 2026, American International Group traded without the right to the $0.50 dividend. The price went from $75.98 to $76.07; including the dividend, the day's change was +0.8%. Entitlement passes from the company to shareholders on the ex-day; payment comes later.
2017: $1.282018: $1.282019: $1.282020: $1.282021: $1.282022: $1.282023: $1.402024: $1.562025: $1.752026 so far: $1.45
What followed similar falls?
Including reinvested dividends, American International Group fell 5.1% over the latest five trading days. Since November 7, 2016, falls at least this large were followed by a higher value 21 trading days later in 25 out of 39 non-overlapping periods. The median was +1.5%, against +0.9% for an ordinary 21-day period, which ended higher 57 times in 100.
Such a fall has not said much about the next month.
+1.5% · 25/39
What to watch next, and why
From the ex-day, American International Group trades without entitlement to the next dividend.
- The dividend explained
From the ex-day, American International Group trades without entitlement to the next dividend.
- Earnings report
The earnings report shows how American International Group's revenue and profit have changed.
Add to calendar
Earnings report
Next report: · Add to calendar · Google Calendar
On its last 15 report days American International Group usually moved about 3.1%. On a normal day it moves 0.8%.
+1.47% −1.49% +5.31% +4.59%
$10,000 in American International Group bought on November 7, 2016 is worth $16,800 today, with dividends reinvested.
The same amount in S&P 500 with dividends would have become $40,400.
What would $10,000 in American International Group be worth today? →
What would $10,000 in American International Group be worth today?
$16,800
with dividends reinvested, bought on November 7, 2016. The same amount in S&P 500 with dividends would have become $40,400.
At worst it was worth $3,460 (March 18, 2020).
The five biggest days of the journey
· −20.8% · the whole market fell 9.5% the same day
· +18.8% · the whole market rose 9.4% the same day
· −18.4% · the whole market fell 12.0% the same day
· −15.6% · the whole market fell 5.2% the same day
· −13.3% · the whole market fell 7.6% the same day
Earlier days
−5.07% market −2.70% American International Group fell sharply over the week, moving more than the broader market, which also fell sharply. Read →
American International Group fell sharply over the week, moving more than the broader market, which also fell sharply.
Its financial sector rose slightly, so the stock moved against its sector.
The third-quarter results, released November 3, beat expectations on profit, with adjusted earnings of $2.06 per share and 8% premium growth.
The company also trimmed its full-year premium growth outlook, which likely weighed on the shares.
Learn more · Why do stocks go up and down?