08:10 AM EST, 11/10/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We keep our 12-month target price of $90, valuing AIG shares at 10.3x our newly initiated 2027 operating EPS estimate of $8.70 and at 11.5x our 2026 EPS estimate of $7.85, versus the shares' one-year average forward multiple of 12x and a peer average of 13x. We lift our 2025 EPS estimate by $0.50 to $7.00. AIG posted Q3 EPS of $2.20 versus $1.24 (restated), besting our $1.71 EPS estimate and the $1.60 consensus view amid lower catastrophe losses and stable prior year loss development trends. While Q3 written premiums were down 2% Y/Y (partly due to divestitures), we expect operating revenues to rise by 3% to 6% in 2025 and by 5% to 9% in 2026. Growth in 2026 could be enhanced by acquisitions, like the recently announced acquisition of $2B (in premiums) in renewal rights from Everest Group (EG 326 ***). Currently trading at 9.8x our 2026 EPS estimate and yielding 2.3%, we view the shares as undervalued versus peers and historical averages, with restructuring progress as a catalyst.