10-QPeriod: Q2 FY2015

AMERICAN INTERNATIONAL GROUP, INC. Quarterly Report for Q2 Ended Jun 30, 2015

Filed August 3, 2015For Securities:AIG

Summary

For the second quarter of 2015, American International Group, Inc. (AIG) reported a net income of $1.80 billion, or $1.32 per diluted share, a decrease from $3.07 billion, or $2.10 per diluted share, in the same period of the prior year. This decline was primarily driven by lower net investment income across segments, increased policyholder benefits and losses incurred in Commercial Insurance, and higher general operating and other expenses. Notably, the company's Commercial Insurance segment experienced a decline in pre-tax operating income, impacted by lower underwriting income in Property Casualty and Mortgage Guaranty, and reduced net investment income in Institutional Markets. Consumer Insurance also saw a decrease in pre-tax operating income, mainly due to less favorable mortality experience in Life and lower base net investment income, though this was partially offset by growth in Retirement segment fees. AIG continued its capital return strategy, repurchasing $3.7 billion of its common stock during the first half of the year and paying dividends, signaling management's confidence in ongoing financial strength.

Financial Statements
Beta
Revenue$15.70B
SG&A Expenses$3.09B
Operating Income$4.25B
Interest Expense$316.00M
Net Income$1.80B
EPS (Basic)$1.35
EPS (Diluted)$1.32
Shares Outstanding (Basic)1.33B
Shares Outstanding (Diluted)1.37B

Key Highlights

  • 1Net income attributable to AIG decreased by 41% to $1.80 billion in Q2 2015 compared to $3.07 billion in Q2 2014.
  • 2Diluted EPS fell to $1.32 in Q2 2015 from $2.10 in Q2 2014.
  • 3Total revenues declined by 3% to $15.70 billion in Q2 2015.
  • 4Commercial Insurance pre-tax operating income decreased by 8% to $1.50 billion.
  • 5Consumer Insurance pre-tax operating income decreased by 9% to $1.02 billion.
  • 6AIG repurchased approximately $3.7 billion of common stock in the first half of 2015.
  • 7The company's total investments stood at $350.5 billion as of June 30, 2015.

Frequently Asked Questions

AIG reported a net income attributable to AIG of $1.80 billion, or $1.32 per diluted share, for the second quarter of 2015.

Commercial Insurance pre-tax operating income decreased by 8% to $1.50 billion, while Consumer Insurance pre-tax operating income decreased by 9% to $1.02 billion. Corporate and Other reported pre-tax operating income of $372 million, an improvement from a loss in the prior year.

AIG continued its capital return strategy by repurchasing approximately $3.7 billion of its common stock in the first half of 2015. The company also paid cash dividends of $0.125 per share in both the first and second quarters of 2015.

Net investment income decreased slightly to $3.83 billion in Q2 2015, primarily due to lower reinvestment yields and lower income on investments for which the fair value option was elected, partially offset by higher income on alternative investments. Net unrealized gains in the available-for-sale portfolio decreased to approximately $14.5 billion as of June 30, 2015.