10-KPeriod: FY2025

AMERICAN INTERNATIONAL GROUP, INC. Annual Report, Year Ended Dec 31, 2025

Filed February 12, 2026For Securities:AIG

Summary

American International Group, Inc. (AIG) reported solid financial performance for the fiscal year ended December 31, 2025, with net income attributable to common shareholders increasing significantly compared to the prior year. The company generated underwriting income of $2.3 billion, with a combined ratio of 90.1, indicating improved underwriting profitability. AIG demonstrated a commitment to capital return, distributing approximately $6.8 billion to shareholders through share repurchases and dividends. Furthermore, the company's financial strength was recognized with upgrades to its insurance subsidiaries' financial strength ratings from major agencies, reflecting a stronger and more stable financial position. AIG's strategic initiatives in 2025 included key acquisitions and investments designed to enhance its market position and expand its capabilities, such as acquiring renewal rights for Everest's global retail commercial insurance portfolios and announcing strategic investments in Convex Group Limited and Onex Corporation. These actions, combined with robust underwriting results and prudent capital management, position AIG for continued growth and value creation.

Financial Statements
Beta
Revenue$26.77B
SG&A Expenses$5.05B
Interest Expense$396.00M
Net Income$3.10B
EPS (Basic)$5.48
EPS (Diluted)$5.43
Shares Outstanding (Basic)565.08M
Shares Outstanding (Diluted)570.35M

Key Highlights

  • 1Net income attributable to AIG common shareholders increased significantly, reaching $5.43 per diluted share (Adjusted after-tax income per diluted share of $7.09), a 43% rise from the prior year.
  • 2Underwriting income improved to $2.3 billion, with a combined ratio of 90.1, signifying enhanced underwriting performance.
  • 3AIG returned approximately $6.8 billion to shareholders in 2025 through share repurchases ($5.8 billion) and dividends ($1.0 billion).
  • 4Key financial strength ratings for AIG's insurance subsidiaries were upgraded by Fitch, S&P, and Moody's, with an affirmation from A.M. Best, signaling improved financial stability.
  • 5Strategic acquisitions and investments were made, including the renewal rights of Everest's global retail commercial insurance portfolios for $301 million and strategic investments in Convex Group Limited ($2.1 billion) and Onex Corporation ($646 million).
  • 6Net premiums written for General Insurance remained stable year-over-year at $23.7 billion.
  • 7The company continues to focus on human capital management, with 38% of open positions filled internally in 2025, highlighting a commitment to talent development and internal promotion.

Frequently Asked Questions

AIG reported a strong financial performance in 2025. Net income attributable to common shareholders increased significantly by 43% compared to the prior year, reaching $5.43 per diluted share (Adjusted after-tax income per diluted share of $7.09). The company generated $2.3 billion in underwriting income and maintained a combined ratio of 90.1, indicating improved underwriting profitability and operational efficiency.

AIG demonstrated a strong commitment to returning capital to shareholders in 2025. The company returned approximately $6.8 billion to shareholders, comprising $5.8 billion in share repurchases, which reduced outstanding shares by 11%, and $1.0 billion in common stock dividends. This reflects AIG's confidence in its financial position and its focus on enhancing shareholder value.

In 2025, AIG executed several strategic transactions to strengthen its business. Notable actions include the acquisition of renewal rights for Everest Group's global retail commercial insurance portfolios for $301 million. Additionally, AIG announced significant strategic investments in Convex Group Limited ($2.1 billion) and Onex Corporation ($646 million), indicating a focus on expanding capabilities and enhancing market reach through strategic partnerships and acquisitions.

AIG's financial strength has been positively recognized, with upgrades to the financial strength ratings of its significant insurance subsidiaries by Fitch, S&P, and Moody's, and an affirmation by A.M. Best. These upgrades reflect the company's improved financial stability and operational performance.