AIG rated Buy with 12% upside and 2.4% dividend amid strong ROE and margin gains.

American International Group (AIG) is rated a Buy with a fair value of $93, implying a 12% upside from its current price of $83.03 and a 2.4% dividend yield. The company’s core operating return on equity (ROE) stands at 11.5%, higher than the 10.7% suggested by its price-to-book ratio of 1.12x. Improvements in expense management and premium growth support better margins, though challenges like softening property pricing and reserve risks could impact future ROE. Key focus for the third quarter will be on the combined ratio and reserve development, which are critical to maintaining the Buy rating.

American International Group (AIG) trades at USD 81.26 on Pluang as of Oct 24, 2026 21:21 WIB, down 2.13% for the day. The stock's dividend yield stands at 2.46%, close to the article's noted 2.4%. AIG's market cap is $42.49 billion, reflecting its significant presence in the financial sector.