Analyst consensus for American International Group's second quarter points to an adjusted EPS of $1.93 on revenue of $7.25 billion, with the stock currently trading at $78.79 against an average price target of $88.50.
Investors are primarily focused on the General Insurance combined ratio, a critical barometer of underwriting profitability as the firm transitions toward its goal of becoming a standalone property and casualty leader.
The market expects continued margin expansion following a strong first quarter where underwriting income more than tripled due to lower catastrophe losses. Furthermore, management's progress on the final deconsolidation of Corebridge Financial remains a key catalyst for simplifying the corporate structure and accelerating capital returns to shareholders.