| AIG |
Report |
Adjusted EPS |
BEAT |
pred ~$1.99 vs. cons $1.93 |
MEDIUM |
| AIG |
Report |
General Insurance accident-year combined ratio, adjusted |
IN-LINE |
pred ~87.2% vs. cons 87.6% |
MEDIUM |
| AIG |
Report |
General Insurance net premiums written |
BEAT |
pred ~$6.08B vs. cons $6.00B |
MEDIUM |
| AIG |
Guide |
General Insurance net-premium-written growth |
UNCHANGED |
guide ~14% vs. cons 14% (FY2026) |
HIGH |
| AIG |
Guide |
General Insurance expense ratio |
BETTER |
guide ~29.2% vs. cons 29.4% (FY2026) |
MEDIUM |
| AIG |
Guide |
Operating EPS CAGR |
UNCHANGED |
guide ~20%+ vs. cons 20% (2025–2027) |
MEDIUM |
| AIG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.1% |
— |
MEDIUM |
| AIG |
Return |
5-day cumulative residual |
+1.3% (FADE) |
A modest EPS beat of ~$1.99 vs. $1.93 and premium upside should support day 1, but unchanged ~14% vs. 14% FY2026 premium-growth expectations and softer property pricing limit out-period estimate revisions, causing part of the initial gain to fade. |
MEDIUM |