AIG · 10-Q · 2026Q2

AMERICAN INTERNATIONAL GROUP, INC.

Filed 2026-08-07 · Financials · View original filing on EDGAR

Ranked Events

• Dividend IncreaseImportance 68 · Surprise 58
  AIG paid $504 million of common-stock dividends during the six months ended June 30, 2026. The quarterly dividend increased to $0.50 per share for the period ended June 30, 2026, up 11% from the prior quarterly…
• Deductible Recoverable ExposureImportance 60 · Surprise 40
  Gross loss reserves net of contractual deductible recoverables were approximately $16.1 billion at June 30, 2026, up from $13.8 billion at December 31, 2025. These amounts primarily relate to U.S. Commercial casualty…
• Liquidity and Capital PositionImportance 59 · Surprise 48
  AIG Parent had approximately $7.4 billion of liquidity sources at June 30, 2026, down from $9.3 billion at December 31, 2025, a decline of approximately 20 percent. Sources included cash, short-term investments and a…
• Segment ProfitabilityImportance 59 · Surprise 48
  General Insurance adjusted pre-tax income increased 4% to $1.546 billion in the second quarter and 29% to $3.174 billion for the first six months. The six-month combined ratio improved 4.5 points to 88.1, supported by…
• Net Investment Income TrendsImportance 59 · Surprise 48
  Total net investment income decreased 23% to $1.127 billion in the second quarter of 2026 and 28% to $1.839 billion for the first six months. Six-month net investment income declined $732 million, primarily because…
• North America Commercial GrowthImportance 54 · Surprise 40
  North America Commercial serves clients ranging from small and medium-sized businesses to multinational companies across the United States, Canada and Bermuda. Six-month net premiums written increased 17% to $4.730…
• Market Demand TrendsImportance 54 · Surprise 40
  AIG’s six-month 2026 net premiums written increased 15% year over year to $13.115 billion from $11.406 billion. North America Commercial net premiums written rose 17% to $4.730 billion, International Commercial…
• Revenue Performance and MixImportance 54 · Surprise 40
  Total revenues were $7.085 billion in the second quarter of 2026, essentially unchanged from $7.091 billion, while six-month revenue declined 1% to $13.735 billion. General Insurance net premiums written increased 9%…
• Variable Interest Entity ExposureImportance 53 · Surprise 48
  At June 30, 2026, unconsolidated VIEs had total assets of $315.425 billion, while AIG’s maximum exposure to loss was $4.359 billion. The maximum exposure comprised $2.907 billion of on-balance-sheet exposure and $1.452…
• Acquisitions and PartnershipsImportance 53 · Surprise 60
  On February 6, 2026, AIG completed the acquisition of an equity interest in Convex Group Limited for $2.1 billion and acquired a 9.9% ownership stake in Onex Corporation for an undisclosed amount in the provided filing…
• Liquidity and Debt PositionImportance 50 · Surprise 56
  AIG reported $1,565 million of cash and restricted cash at June 30, 2026, down from $1,841 million at June 30, 2025 but up from $1,345 million at the beginning of 2026. Six-month operating cash flow increased 40.2% to…
• Insurance Reserve DevelopmentImportance 49 · Surprise 32
  General Insurance net loss reserves increased to $41.4 billion at June 30, 2026 from $41.2 billion at December 31, 2025, while gross reserves declined to $65.7 billion from $66.5 billion. AIG recognized $325 million of…
• Global Personal Demand TrendsImportance 49 · Surprise 32
  Global Personal sells Accident & Health, Personal Lines, warranty, device protection, home warranty and high-net-worth insurance products across the United States, Japan, the United Kingdom, EMEA, Asia Pacific, Latin…
• Reinsurance Recoverables ExposureImportance 49 · Surprise 32
  Total reinsurance recoverables increased to $41.6 billion at June 30, 2026 from $40.7 billion at December 31, 2025, an increase of approximately $0.9 billion. AIG evaluates recoverables using Obligor Risk Ratings and…
• Outstanding IndebtednessImportance 48 · Surprise 14
  AIG’s total long-term debt was $8.973 billion at June 30, 2026, down from $9.035 billion at the beginning of the year. General borrowings ended the period at $8.963 billion, including $8.482 billion of notes and bonds…
• Corebridge Share DispositionImportance 47 · Surprise 60
  AIG sold its remaining interest in Corebridge on May 7, 2026 after changing the investment’s accounting classification from the equity method to an equity security at fair value on March 31, 2026. AIG reported an…
• Capital Return ProgramImportance 45 · Surprise 50
  AIG repurchased 15.2 million common shares during the six months ended June 30, 2026, reducing common shares outstanding to 524.7 million from 538.2 million at the beginning of the year. The Board’s repurchase…
• Investment Portfolio ExposureImportance 44 · Surprise 24
  At June 30, 2026, AIG held $71.472 billion of bonds available for sale at fair value against $72.710 billion of amortized cost, including $39.007 billion of corporate debt and $21.654 billion of mortgage-backed,…
• International Commercial UnderwritingImportance 43 · Surprise 32
  International Commercial second-quarter underwriting income was $200 million, while its combined ratio increased 5.4 points to 91.3. The loss ratio increased 4.1 points to 59.2 because catastrophe losses rose 2.5…
• International Commercial GrowthImportance 42 · Surprise 40
  International Commercial operates across EMEA, the United Kingdom, Japan, Asia Pacific, Latin America and Caribbean, and China, serving small and medium-sized businesses through multinational companies. Net premiums…

Revenue by Product (in millions)