AIG stock gains on new $7.5 billion buyback plan, investor day event

Published 31/03/2025, 15:38
© Reuters.

Shares of American International Group Inc. (NYSE:AIG) rose Monday early 3% following the announcement of a new share repurchase program. The Board of Directors authorized a buyback of up to $7.5 billion in the company’s common stock, which includes approximately $3.4 billion remaining from the previous authorization. This new repurchase plan is set to take effect on April 1, 2025.

In addition to the buyback announcement, AIG is hosting an Investor Day event today. The company has outlined ambitious financial targets for the coming years. AIG is aiming for an Operating Earnings Per Share (EPS) Compound Annual Growth Rate (CAGR) of over 20% for the years 2025 to 2027. This is a significant growth objective that indicates the company’s confidence in its future performance.

Furthermore, AIG has set a target for its core operating Return on Equity (ROE) to be between 10% and 13% during the same period. This range is often considered a benchmark for profitability in the insurance industry, suggesting that AIG is positioning itself to maintain a strong financial footing.

The company has also committed to maintaining a General Insurance (GI) expense ratio of under 30%. Keeping operational costs low is a key factor in improving overall profitability, and AIG’s target indicates a focus on efficiency within its operations.

Lastly, AIG plans to increase its dividend per share at a CAGR of over 10% for the years 2025 to 2026. This prospective rise in dividends reflects AIG’s strategy to deliver greater returns to its shareholders. The announcement of these future-oriented financial goals coincides with the company’s investor event, likely contributing to the positive movement in AIG’s stock price today.

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