American International Group, Inc.'s Stock Analysis

Leadership Transition at AIG: New CEO and Compensation Details

American International Group, Inc. announced on January 6, 2026, that Peter Zaffino will transition to Executive Chair and retire as CEO by mid-year. Eric Andersen, currently a Senior Advisor at Aon plc, will join AIG as President and CEO Elect effective February 16, 2026, and is expected to succeed Zaffino after June 1, 2026. Zaffino's compensation as CEO will be $25 million annually, decreasing to $15 million as Executive Chair. Andersen's initial compensation will be $14 million, increasing to $18 million upon becoming CEO, along with a significant equity award to offset previous forfeited equity from Aon.

The leadership transition aligns with AIG's succession planning and follows Zaffino's successful tenure in which he restored the company's profitability and financial strength. Under Zaffino, AIG achieved five consecutive years of underwriting profitability and returned over $19 billion to shareholders through stock repurchases and dividends. Andersen brings extensive experience from Aon, where he led operational improvements and increased shareholder returns, positioning him to continue AIG's strategic growth and value creation.

Jan 06, 2026 17:26:20

American International Group Updates Bylaws Affecting Shareholder Meetings

On December 10, 2025, American International Group's Board of Directors amended and restated the company's By-Laws. These amendments include provisions that allow the entire Board to adopt rules for shareholder meetings and determine proper notice for proposed matters. The Board now has the sole discretion to set the number of directors and restricts who can bring matters before shareholder meetings to registered stockholders only.

Additional changes include revised disclosure requirements for shareholder requests to call special meetings and specific conditions under which such requests may not be honored. The amendments also clarify that the election of directors will be considered contested if the number of nominees exceeds the number of positions available, 21 days before the proxy statement is filed.

Dec 15, 2025 16:24:26

AIG Finalizes Agreement with John Neal, $2.7 Million Payment

American International Group, Inc. has completed the documentation for an agreement with John Neal, confirming that he will not be joining the company. As part of this agreement, AIG will pay Mr. Neal $2.7 million, which represents his foregone incentives from his previous employer.

This development may impact investor sentiment as it relates to AIG's financial commitments and management decisions. The payment to Mr. Neal reflects the company's obligations in light of his decision not to join, which could influence perceptions of AIG's operational stability and future leadership direction.

Nov 21, 2025 17:00:39

AIG President John Neal Withdraws from Position Before Start

American International Group, Inc. announced that John Neal will no longer be joining the company as President, a position he was set to assume on December 1, 2025, due to personal circumstances. The company’s Chairman and CEO, Peter Zaffino, will continue to collaborate with the Board on the future organizational structure to enhance performance for clients and stakeholders.

Nov 14, 2025 06:01:00

AIG Reports Third Quarter 2025 Financial Results and Dividend

American International Group, Inc. reported a net income of $519 million for the third quarter of 2025, translating to $0.93 per diluted share, which is a 13% increase compared to the same period last year. The adjusted after-tax income per diluted share rose 77% to $2.20, driven by strong underwriting performance and improved net investment income. The company also announced a cash dividend of $0.45 per share, payable on December 30, 2025, to shareholders of record by December 16, 2025.

In terms of general insurance, AIG reported net premiums written of $6.2 billion, a slight decrease of 2% year-over-year. The underwriting income surged by 81% to $793 million, with a combined ratio improving to 86.8%. AIG's return on equity was reported at 5.0%, while the core operating return on equity reached 13.6%. The company returned approximately $1.5 billion to shareholders through share repurchases and dividends in the third quarter, bringing the total capital returned year-to-date to $6 billion.

Nov 04, 2025 16:19:09

AIG Board Member Resignation and New Appointment Announced

On October 1, 2025, Paola Bergamaschi and the Board of Directors of American International Group, Inc. mutually agreed to her resignation from the Board, effective October 15, 2025. Following her departure, she will join the board of directors of Talbot Underwriting Ltd., a wholly-owned subsidiary of AIG, starting October 20, 2025.

This change in the Board's composition may impact investor sentiment as it reflects shifts in corporate governance. The new appointment at Talbot Underwriting Ltd. indicates ongoing involvement of former board members in the company's operations within the Lloyd's Insurance Market.

Oct 03, 2025 16:28:03

American International Group Executive Vice President to Transition Roles

American International Group, Inc. announced that Claude Wade, the Executive Vice President, Chief Digital Officer, and Global Head of Business Operations & Claims, will step down from his current responsibilities on December 31, 2025, due to ongoing health issues. Following this date, Mr. Wade will transition into an advisory role within the company.

This leadership change may impact the company's operational dynamics as Mr. Wade has held significant responsibilities in digital and claims operations. Investors should monitor how this transition affects the company's strategic initiatives and overall performance.

Aug 18, 2025 16:23:13

AIG Reports Significant Financial Improvements and Dividend Announcement

American International Group, Inc. reported a net income of $1.1 billion for the second quarter of 2025, translating to $1.98 per diluted share, a notable recovery from a net loss of $4.0 billion in the same quarter the previous year. The company also saw a 56% increase in adjusted after-tax income per diluted share, which reached $1.81, driven by improved underwriting income and net investment income. The General Insurance segment reported a combined ratio of 89.3%, reflecting better underwriting profitability and lower catastrophe-related charges compared to the prior year.

Additionally, AIG's Board of Directors declared a cash dividend of $0.45 per share on its common stock, payable on September 30, 2025. The company returned $2.0 billion to shareholders in the second quarter through share repurchases and dividends. With a debt to total capital ratio of 17.9% and parent liquidity of $4.8 billion, AIG maintains significant financial flexibility. The firm’s strong financial performance has led to upgrades in its financial strength ratings by Moody’s and S&P Global.

Aug 06, 2025 16:19:11

AIG Appoints John Neal as President Effective December 2025

American International Group, Inc. announced the appointment of John Neal as President, effective December 1, 2025. Mr. Neal, who previously served as CEO of Lloyd's of London from October 2018 to January 2025, will lead AIG’s General Insurance organization, which encompasses North America Commercial Insurance, International Commercial Insurance, and Global Personal Insurance. He will report to Chairman & CEO Peter Zaffino and join AIG’s Executive Leadership team.

Mr. Neal's compensation package includes a base salary of $1,250,000 per year, a target annual cash bonus of $3,750,000, and a target annual equity award of $5,000,000. Upon starting, he will receive restricted stock units valued at $4,500,000, vesting over three years, along with a cash payment of $2,700,000. Mr. Neal has no familial ties to any current director or executive officer at AIG and has no material interest in any related transactions.

Jul 21, 2025 16:29:06

AIG Initiates Cash Tender Offers for Outstanding Notes

American International Group, Inc. (AIG) has announced the initiation of 10 separate cash tender offers aimed at purchasing outstanding notes, with a maximum total consideration of $300 million. The acceptance of the notes will be based on specified priority levels and conditions outlined in the Offer to Purchase document. Holders of the notes have the opportunity to withdraw their tendered notes until the specified withdrawal date, and the offers are set to expire on June 6, 2025, unless extended or terminated earlier by AIG.

The tender offers are subject to various conditions, including the maximum purchase condition, which must be met for AIG to proceed with the purchases. AIG reserves the right to modify or terminate the offers as necessary, and holders are encouraged to check with their intermediaries regarding specific submission deadlines. The initial settlement date for accepted notes is expected to be June 10, 2025, with additional cash payments for accrued interest also to be provided to holders whose notes are accepted.

Jun 02, 2025 08:21:50