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American International Group, Inc. — Third Quarter 2026 Earnings Summary

  • Net income attributable to common shareholders rose 63% year-over-year to $844 million ($1.60/share), while adjusted after-tax income (AATI) declined 8% to $1.1 billion ($2.06/share); total net investment income increased 9% to $1.1 billion.
  • General Insurance net premiums written grew 7% year-over-year to $6.7 billion, though the reported combined ratio worsened to 91.3% from 86.8% due to $283 million in catastrophe charges and reduced prior year development.
  • Management confirmed strong progress toward 2025 Investor Day objectives, citing double-digit premium growth and over $2 billion in underwriting income for the first nine months of 2026.
  • The company returned $787 million to shareholders in the quarter via $527 million in share repurchases and $260 million in dividends, alongside a new quarterly dividend declaration of $0.50 per share.
  • AIG issued approximately $1.3 billion in new euro-denominated notes in September and maintains a total debt to total capital ratio of 20.8% as of September 30, 2026.
Company
AMERICAN INTERNATIONAL GROUP INC
Sector
Financial Services
Industry
Insurance - Diversified