Every material Form 8-K American International has filed with the SEC since July 21, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
American International Group reported third quarter 2026 net income attributable to common shareholders of $844 million, or $1.60 per diluted share, compared to $519 million in the prior year period. General Insurance net premiums written rose 7% year-over-year to $6.7 billion, while the company returned $787 million to shareholders through share repurchases and cash dividends.
Net income attributable to AIG common shareholders was $844 million, or $1.60 per diluted share, for the third quarter of 2026.
General Insurance net premiums written reached $6.7 billion, representing a 7% increase year-over-year.
The Board of Directors declared a quarterly cash dividend of $0.50 per share, payable on December 30, 2026.
AIG returned $787 million to shareholders in the quarter through $527 million in share repurchases and $260 million in dividends.
AIG said Jon Hancock, Executive Vice President and Chief Executive Officer of General Insurance, will retire and become Senior Advisor effective December 31, 2026. As Senior Advisor he will report to AIG President and CEO Eric Andersen and advise on strategic priorities. The filing describes a planned leadership transition in one business unit rather than a change in financial results.
Jon Hancock, EVP and CEO of General Insurance, will retire and transition to Senior Advisor role
Transition effective December 31, 2026
Hancock will report to Eric Andersen, President & CEO of AIG
Filing cites more than six years in executive roles at AIG and a 40-year insurance career
AIG said Executive Chair Peter Zaffino will leave his Executive Chair role and the Board effective September 15, 2026, and become a Senior Advisor to CEO Eric Andersen. Lead Independent Director John Rice will become Board Chair on the same date. The company said the move is not due to any disagreement with management, the Board, or on its operations, policies or practices, and that Zaffino's pay is unchanged under an amended employment agreement.
Peter Zaffino steps down as Executive Chair and Board member effective September 15, 2026, and becomes Senior Advisor to the CEO.
John Rice, Lead Independent Director since January 2023 and a Board member since March 2022, becomes Board Chair effective September 15, 2026.
An amendment to Zaffino's employment agreement, dated September 1, 2026, confirms no change to his compensation under the agreement.
The full amendment will be filed as an exhibit to the Form 10-Q for the quarter ended September 30, 2026.
AIG reported second-quarter 2026 results, with net income of $948 million, or $1.78 per diluted share, down from $1.98 a year earlier, mainly because of changes in the fair value of its Corebridge investment and equity securities. Adjusted after-tax income rose 10% to $2.00 per diluted share, helped by higher underwriting income, and the board declared a $0.50 quarterly dividend.
Net income attributable to AIG common shareholders was $948 million, or $1.78 per diluted share, versus $1.1 billion, or $1.98, in the prior-year quarter.
Adjusted after-tax income was $1.1 billion, or $2.00 per diluted share, versus $1.81 a year earlier.
General Insurance net premiums written rose 9% to $7.5 billion, and the combined ratio improved to 89.0% from 89.3%.
The board declared a $0.50 per share dividend, payable September 30, 2026, to shareholders of record on September 16, 2026.
AIG reported first-quarter 2026 net income of $763 million, or $1.41 per diluted share, up from $1.16 a year earlier. Its board also declared a quarterly dividend of $0.50 per share, an 11% increase, payable June 29, 2026. Net investment income fell 36% to $712 million, but General Insurance underwriting income more than tripled.
Net income attributable to AIG common shareholders was $763 million, or $1.41 per diluted share, versus $698 million, or $1.16, in Q1 2025.
Adjusted after-tax income was $1.1 billion, or $2.11 per diluted share, versus $702 million, or $1.17, a year earlier.
General Insurance underwriting income was $774 million, up 219% from $243 million; the combined ratio was 87.3%, versus 95.8%.
Dividend of $0.50 per share is payable June 29, 2026 to shareholders of record at the close of business on June 15, 2026.
AIG's board appointed Eric Andersen as President and CEO, effective June 1, 2026, succeeding Peter Zaffino, who will become Executive Chair of the board. Andersen joined AIG in February 2026 as CEO-Elect and previously served as President of Aon plc from 2020 to 2025, which sets the timing of a planned leadership handover for shareholders.
Eric Andersen, age 61, becomes President, CEO and a board member effective June 1, 2026
Peter Zaffino, current Chairman and CEO, becomes Executive Chair on the same date
Andersen previously served as President of Aon plc from 2020 to 2025 and as Senior Advisor to Aon's CEO from 2025 to 2026
Further commentary is scheduled for the first quarter 2026 earnings call on May 1, 2026, at 8:30 a.m. ET
AIG director James Dunne III told the board on March 10, 2026 that he will not seek re-election at the 2026 Annual Meeting of Shareholders, scheduled for May 13, 2026. He cited no disagreement with the company's operations, policies or practices, and he will remain on the board and the Compensation and Management Resources Committee until that meeting. The change is a board succession matter that does not alter company financial results or guidance.
James Dunne III notified the board on March 10, 2026 of his decision not to stand for re-election
The 2026 Annual Meeting of Shareholders is scheduled for May 13, 2026
Dunne cited no disagreement with the company on operations, policies or practices
Dunne remains on the board and the Compensation and Management Resources Committee until the meeting
American International Group reported fourth-quarter and full-year 2025 results on February 10, 2026, and declared a quarterly dividend of $0.45 per share. Fourth-quarter GAAP net income per diluted share fell to $1.35 from $1.43 a year earlier, mainly due to a change in unrealized losses on its Corebridge stake, while adjusted after-tax income per diluted share rose 51% to $1.96. For the full year, GAAP EPS was $5.43 versus a loss of $2.17 in 2024, and adjusted EPS rose 43% to $7.09.
Q4 2025 General Insurance underwriting income was $670 million, up 48% year-over-year, with a combined ratio of 88.8%.
Full-year 2025 returned $6.8 billion to shareholders, including $5.8 billion of share repurchases and approximately $1.0 billion of dividends.
Quarterly dividend of $0.45 per share is payable March 30, 2026, to shareholders of record at the close of business on March 16, 2026.
AIG said Chairman and CEO Peter Zaffino plans to step down as CEO by mid-2026 and become Executive Chair, with Eric Andersen joining as President and CEO-elect on February 16, 2026. Andersen, formerly President of Aon plc, is expected to succeed Zaffino as CEO and join the Board after June 1, 2026. The filing also sets out new compensation terms for both executives, which matter to shareholders because they define the leadership transition and related pay.
Eric Andersen, age 60, joins as President and CEO-elect effective February 16, 2026, reporting to Zaffino
Andersen is expected to become CEO and join the Board after June 1, 2026
Andersen's initial annual target direct compensation is $14 million; as CEO it is expected to rise to $18 million
Zaffino's annual target direct compensation will fall from $25 million as CEO to $15 million as Executive Chair
AIG reported that it has reached a mutual agreement with John Neal, who had been named President effective December 1, 2025, that he will no longer join the company due to personal circumstances. Chairman and CEO Peter Zaffino will work with the Board on the company's future organizational structure.
John Neal was named President effective December 1, 2025; he will no longer join AIG
The departure was described as a mutual agreement due to personal circumstances
Peter Zaffino, Chairman and CEO, will work with the Board on future organizational structure
American International Group reported third-quarter 2025 net income of $519 million, or $0.93 per diluted share, compared with $459 million, or $0.71, a year earlier. Adjusted after-tax income per diluted share rose 77% to $2.20, and the board declared a quarterly dividend of $0.45 per share. For shareholders, General Insurance underwriting income rose 81% to $793 million, while net investment income fell 21% to $772 million.
Net income of $519 million, up 13%; net income per diluted share of $0.93, up 31% from $0.71
Adjusted after-tax income of $1.2 billion, or $2.20 per diluted share, versus $1.24 a year earlier
Quarterly cash dividend of $0.45 per share, payable December 30, 2025, to holders of record on December 16, 2025
Approximately $1.5 billion returned to shareholders in the quarter, including approximately $1.25 billion of share repurchases
AIG said director Paola Bergamaschi will leave its board of directors effective October 15, 2025, under a mutual agreement reached on October 1, 2025. Effective October 20, 2025, she will join the board of Talbot Underwriting Ltd., an AIG wholly-owned subsidiary in the Lloyd's Insurance Market. The filing does not give a reason for the board departure and contains no financial results.
Board resignation effective October 15, 2025, mutually agreed on October 1, 2025
Bergamaschi to join Talbot Underwriting Ltd. board effective October 20, 2025
Talbot Underwriting Ltd. is a wholly-owned subsidiary operating in the Lloyd's Insurance Market
AIG said Executive Vice President, Chief Digital Officer and Global Head of Business Operations & Claims Claude Wade will step down from his current responsibilities on December 31, 2025, citing ongoing health issues. He will then move to an advisory role. The filing gives no successor name and no financial figures.
Claude Wade will step down from his current responsibilities on December 31, 2025
Reason given: ongoing health issues
Wade will transition to an advisory role at that time
Filing names no successor and includes no financial figures
AIG reported second-quarter 2025 net income attributable to common shareholders of $1.1 billion, or $1.98 per diluted share, compared with a net loss of $4.0 billion in the prior-year quarter. Adjusted after-tax income rose 56% to $1.81 per diluted share, and the Board declared a quarterly cash dividend of $0.45 per share payable September 30, 2025.
Net income of $1.1 billion ($1.98 per diluted share) vs. net loss of $4.0 billion ($5.96 per share) a year earlier; the prior-year loss included a $6.67 per share deconsolidation effect from Corebridge Financial
Adjusted after-tax income of $1.0 billion ($1.81 per diluted share), up from $771 million ($1.16 per share)
General Insurance combined ratio of 89.3% vs. 92.5% a year earlier; net premiums written of $6.9 billion, down 1% as reported and up 1% on a comparable basis
Dividend of $0.45 per share payable September 30, 2025 to holders of record at the close of business on September 16, 2025
AIG said John Neal, former CEO of Lloyd's of London, will join as President effective December 1, 2025, reporting to Chairman and CEO Peter Zaffino and leading the General Insurance organization. The filing sets his pay package, including a $1.25 million base salary and a $3.75 million target annual cash bonus, which gives shareholders a clear view of the cost of the appointment.
Start date: December 1, 2025; Neal reports to Chairman and CEO Peter Zaffino
Base salary of $1,250,000; target annual cash bonus of $3,750,000 with a guarantee of no less than target for 2025
Target annual equity award of $5,000,000; on start date, RSUs with initial grant value of $4,500,000 vesting over three years and a $2,700,000 cash payment
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