Stock Pulse
AIG projected double-digit dividend growth for 2025 and 2026, accompanied by a share repurchase program, despite a net loss and revenue drop in 2024 [1]. The company has consistently beat earnings estimates [2] and offers a dividend yield above industry and S&P 500 averages [3]. While the stock price increased by 9% last quarter [1] and AIG’s long-term performance is strong [1], [4], recent earnings estimates have been revised downwards [5], [9]. The 2024 SEC filing highlights positive developments, including the deconsolidation of Corebridge Financial, divestiture of the travel insurance business, and strong organic growth in commercial insurance [12]. AIG is considered undervalued by some analysts [6], [8], with positive ratings from Keefe Bruyette and RBC Capital Markets [8], and is implementing generative AI [6]. However, Simply Wall St. suggests the share price may be inflated [1], and some investors prioritize AI-focused stocks over AIG [6], [8].