AMERICAN INTERNATIONAL GROUP, INC. (AIG) Form 10-Q — Aug 7, 2026

$AIGForm 10-QFiled Aug 7, 2026, 11:49 AM ET0000005272-26-000076Original filing

AIG filed its Q2 2026 Form 10-Q showing net income attributable to common shareholders of $948 million, down 17% from $1,144 million a year earlier, with diluted EPS of $1.78 versus $1.98. The decline was driven by a 23% drop in net investment income to $1,127 million, largely from fair-value swings on Corebridge and equity securities rather than core operations.

Key figures

Eps: $1.78 diluted Q2 2026 (vs $1.98 Q2 2025); $3.18 diluted 1H 2026 (vs $3.13 1H 2025)
Revenue: $7,085 million (Q2 2026 total revenues, essentially flat vs $7,091M Q2 2025)
Net Income: $948 million Q2 2026 attributable to AIG common shareholders (vs $1,144 million Q2 2025, -17%)
Total Debt: $8,973 million long-term debt plus $154 million debt of consolidated investment entities
Revenue Yoy: -0.1% Q2 total revenues; premiums +6% YoY to $6,221M
Total Assets: $163,464 million (June 30, 2026) vs $161,254 million (Dec 31, 2025)
Cash Position: $1,490 million cash; $9,063 million short-term investments
Shares Outstanding: 522893169
Q2 2026 buybacks: $648 million; ~$195 million additional repurchased July 1-31, 2026
Combined ratio 1h 2026: 88.1
Combined ratio q2 2026: 89
Aig shareholders equity: $40,606 million (down from $41,139 million at year-end 2025)
Catastrophe charges q2 2026: $210 million, including $75 million from Middle East conflict
Operating cash flow 1h 2026: $1,871 million (vs $1,335 million 1H 2025)
Underwriting income 1h 2026: $1,460 million (+68% YoY)
Underwriting income q2 2026: $686 million (+10% YoY)
Net premiums written q2 2026: $7,516 million (+9% YoY); 1H $13,115 million (+15%)
Corebridge exit proceeds 2026: ~$1.46 billion total ($750M February sale of 24.7M shares at $30.42 + ~$710M May sale of 25.5M shares at $27.90)
Net investment income q2 2026: $1,127 million (-23% YoY)
Remaining buyback authorization: $2.6 billion as of July 31, 2026
Favorable prior year development q2 2026: $246 million (net of external reinsurance, before ADC cessions)

Price after filing

1 day: -1.7%7 days: -4.3%30 days: -4.9%

Close on the filing date to close N calendar days later (from $80.12). Historical, not a forecast.

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