Vanguard Fiduciary Trust Adds $231M in American International Group, Inc. ($AIG)
Vanguard Fiduciary Trust acquired over 3 million shares of AIG, marking a significant new investment.
Key Points
- Vanguard Fiduciary Trust opened a new position in American International Group, Inc. (NYSE:AIG), acquiring 3,020,009 shares valued at $231.3 million.
- Shares of AIG traded near $76.61 on Wednesday, with a market cap of $40.5 billion and a P/E ratio of 13.4.
- Insider activity at AIG included multiple open market purchases in May, and analysts have maintained their ratings with price targets ranging from $80 to $98.
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Vanguard Fiduciary Trust has taken a fresh stake in American International Group, Inc. (NYSE:AIG), according to its latest 13F filing with the SEC. The fund acquired 3,020,009 shares of AIG, valued at approximately $231.3 million. This marks a new position for Vanguard Fiduciary Trust, as it previously held no shares in the company.
Vanguard Fiduciary Trust vs. the S&P 500
Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.
What Changed in Vanguard Fiduciary Trust's AIG Position
Vanguard Fiduciary Trust opened a new position in AIG by purchasing 3,020,009 shares. The total value of this investment is about $231.3 million. Since this is a brand-new stake, there is no percentage change to report from previous holdings.
Other Institutional Activity in AIG
Other major funds have also been active with AIG. BlackRock, Inc. reduced its holdings by 2,035,975 shares, ending with 46,671,041 shares valued at roughly $3.51 billion, marking a 4.2% decrease. Vanguard Capital Management LLC opened a new position with 34,871,570 shares, valued at about $2.62 billion. Wellington Management Group LLP increased its holdings by 2,455,181 shares to a total of 28,370,434 shares, worth approximately $2.13 billion, a 9.5% increase. State Street Corp slightly trimmed its position by 208,551 shares, now holding 24,918,447 shares valued at around $1.88 billion, a 0.8% decrease.
American International Group, Inc. Stock Down 0.4%
Shares of AIG traded near $76.61 on Wednesday. The company has a market capitalization of approximately $40.5 billion and a P/E ratio of 13.4. AIG's stock has seen a 52-week low of $71.25 and a high of $87.29. The stock's 50-day moving average is $76.04, while the 200-day moving average is $77.67. With a beta of 0.54, AIG's stock is less volatile than the broader market.
$AIG stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
In its most recent earnings report, AIG posted revenue of $26.7 billion, reflecting a modest growth of 1.4%. The company's net margin stands at 11.8%, with a return on equity of 7.7%. AIG reported earnings per share of $5.68. The next earnings release is scheduled for August 6, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
4 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 10.1%. Revenue missed estimates by 6.4%.
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Profit surprise
Operating income missed by 24 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
4 target raises.
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Earnings quality
Gross margin up 15.9 points. Operating margin up 0.7 points. Positive free cash flow.
Earnings Call Summary
AIG had its strongest first quarter since Peter Zaffino took over as CEO. Reported earnings per share of 2 dollars 11 cents beat consensus by 11 percent. Net premiums written jumped 18 percent year over year, driven by strong growth across all three insurance segments and favorable reinsurance renewals in January. The company is deploying advanced artificial intelligence tools to help underwriters review submissions faster and more accurately, with early tests showing 30 percent improvement in property quoting and 55 percent faster review time in their Lexington middle market business. However, the U.S. large account property market remains very competitive with pricing down 11 percent, so AIG is intentionally shrinking that segment to focus on more profitable opportunities.
Guidance AIG expects General Insurance net premiums to grow in the low to mid-teens for full year 2026. The company raised its quarterly dividend to 50 cents per share, up 11 percent, marking four straight years of double-digit increases. Management reaffirmed three-year targets from the 2025 Investor Day including over 20 percent operating earnings per share growth through 2027 and core operating return on equity of 10 to 13 percent. They plan to continue deploying capital into strategic opportunities while managing disciplined underwriting.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Dividend
AIG pays an annual dividend rate of $2.00 per share, yielding 2.7%. The company's dividend payout ratio is 31.69%.
Insider Buying and Selling at American International Group, Inc.
Recent insider activity at AIG saw several executives purchasing shares. 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. On May 13, 2026, insiders including James Cole Jr., Diana Murphy, and Peter Porrino each bought 2,441 shares.
Analysts Set New Price Targets
On May 8, 2026, Keefe, Bruyette & Woods maintained their buy rating for AIG with a price target of $98. UBS also maintained a buy rating with a $94 target on May 4, 2026. Citigroup and Barclays maintained hold ratings with targets of $88 and $80, respectively. The consensus among 20 analysts is a buy rating, with a mean price target of $87.80.
About American International Group, Inc.
American International Group, Inc. (AIG) is a global insurance company headquartered in New York, NY. It offers a range of insurance products for commercial, institutional, and individual clients. AIG operates through segments focused on North American and international commercial insurance, as well as global personal insurance. The company, led by CEO Mr. Jon Hancock, employs about 22,100 people worldwide.
Bottom Line
Vanguard Fiduciary Trust's new investment in AIG highlights the company's appeal among institutional investors. While 13F filings are backward-looking, they still offer insights into fund strategies. Investors will be watching AIG's performance closely, especially with upcoming earnings and analyst ratings in mind.
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