AIG Reports Q3 2026 Results & Declares $0.50 Dividend

Executive Summary

American International Group, Inc. (NYSE: AIG) filed a Form 8-K covering its financial results for the third quarter ended September 30, 2026 (Item 2.02) and declaring a quarterly cash dividend (Item 8.01).

Key Financial Highlights

• Earnings Per Share: Net income attributable to common shareholders was $1.60 per diluted share ($844 million), compared to $0.93 per diluted share ($519 million) in Q3 2025. Adjusted after-tax income (AATI) was $2.06 per diluted share ($1,086 million), compared to $2.20 per share ($1,226 million) in the prior-year period.
• General Insurance Underwriting:
  • Net Premiums Written (NPW) reached $6.65 billion, up 7% reported and 8% on a constant dollar basis.
  • Calendar year combined ratio stood at 91.3%, while accident year combined ratio ex-CAT was 88.4%.
  • Underwriting income reached $564 million.
• Net Investment Income: Total net investment income was $1.10 billion (compared to $772 million in Q3 2025).
• Book Value: Book value per share was $74.96 (-1% YoY), while Adjusted Book Value per share grew 5% YoY to $81.25.
• Capital Return & Dividends:
  • Repurchased $527 million in common stock (~7 million shares) and paid $260 million in dividends during the quarter.
  • Declared a quarterly cash dividend of $0.50 per share, payable on December 30, 2026, to shareholders of record as of December 16, 2026.