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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Meyer Shields | KBW | 12 | 8% |
| Mike Zaremski | BMO Capital Markets | 10 | 10% |
| Brian Meredith | UBS | 7 | 14% |
| Alex Scott | Barclays | 6 | 0% |
| Elyse Greenspan | Wells Fargo | 4 | 0% |
| Taylor Scott | Barclays | 4 | 0% |
| Paul Newsome | Piper Sandler | 2 | 0% |
| Jon Newsome | Piper Sandler | 2 | 0% |
| Andy Andersen | Jefferies | 2 | 50% |
| Jian Huang | Morgan Stanley | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| KBW | 1 | 12 | 8% |
| BMO Capital Markets | 1 | 10 | 10% |
| Barclays | 2 | 10 | 0% |
| UBS | 1 |
| 7 |
| 14% |
| Wells Fargo | 1 | 4 | 0% |
| Morgan Stanley | 2 | 4 | 0% |
| Piper Sandler | 2 | 4 | 0% |
| Jefferies | 1 | 2 | 50% |
AIG posted Q1 adjusted EPS of $2.11 surging 80% year-over-year as general insurance net premiums written increased 18% on a constant dollar basis driven by Everest renewal rights conversion and reinsurance growth. The combined ratio improved 850 basis points to 87.3% while global personal insurance accelerated its turnaround. U.S. large account E&S property faced pricing pressure, though overall portfolio quality continued improving.
Margin | Pricing | Competitive Dynamics | M&A | Capital Allocation | Cloud & AI | Innovation & R&D | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 3 | 1 | 1 | 1 | 1 | 2 |
| 2025Q1 | 4 | 4 | 3 | 1 | 2 | 1 | 1 | 1 |
| 2025Q2 | 4 | 4 | 3 | 1 | 1 | |||
| 2025Q3 | 3 | 2 | 4 | 2 | 1 | 2 | 1 | |
| 2025Q4 | 5 | 2 | 1 | 2 | 2 | 2 | 2 | 1 |
| 2026Q1 | 1 | 4 | 4 | 2 | 1 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 3 | 4 | 4 | 3 | 5 | 1 |
| Pricing | 2 | 4 | 4 | 2 | 2 | 4 |
| Competitive Dynamics | 3 | 3 | 3 | 1 | 4 | |
| M&A | 1 | 1 | 4 | 2 | 2 | |
| Capital Allocation | 1 | 2 | 1 | 2 | 2 | 1 |
| Cloud & AI | 1 | 1 | 1 | 2 | 3 | |
| Innovation & R&D | 1 | 1 | 2 | 2 | 1 | |
| Revenue Growth | 2 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AIG American International Group | 6 | -1.8% | |
| ACGL Arch Capital Group | 3 | -5.0% | |
| BRK-B Berkshire Hathaway | 4 | n/a | |
| HIG Hartford (The) | 6 | +6.1% | |
| PFG Principal Financial Group | 7 | -4.5% |