AIGMEDIUM SIGNALFINANCIAL10-K

AIG reduced share count by approximately 57 million shares while moderating share repurchase activity and experiencing a notable decline in total deposits.

The substantial reduction in outstanding shares from 593 million to 537 million indicates continued aggressive capital return execution, though the company appears to be moderating the pace of buybacks going forward. The decline in total deposits alongside reduced parent liquidity suggests AIG is optimizing its balance sheet structure and capital allocation priorities.

Comparing 2026-02-12 vs 2025-02-13View on EDGAR →
FINANCIAL ANALYSIS

AIG's financial position shows mixed signals with total deposits declining meaningfully from $1.6 billion to $892 million, while share buybacks moderated from $6.7 billion to $5.8 billion. The substantial share count reduction demonstrates effective capital return execution, though the lower deposit levels and reduced parent liquidity from $10.7 billion to $9.3 billion suggest the company is managing cash more tightly. Overall, the financial picture indicates disciplined capital management with continued shareholder returns at a more measured pace.

FINANCIAL STATEMENT CHANGES
Total Deposits
Balance Sheet
-45.6%
$1.6B→$892.0M

Deposits declined 45.6% — significant outflows warrant immediate investigation into funding stability.

Share Buybacks
Cash Flow
-12.3%
$6.7B→$5.8B

Buyback activity reduced 12.3% — capital being redeployed elsewhere or cash conservation underway.

LANGUAGE CHANGES
NEW — 2026-02-12
PRIOR — 2025-02-13
ADDED
As of February 6, 2026, 536,559,663 shares of the registrant's Common Stock, $2.50 par value per share, were outstanding.
Balance Sheet Strength and Financial Flexibility with approximately $41 billion in shareholders equity and AIG Parent liquidity sources of $9.3 billion as of December 31, 2025.
Other Operations predominantly consists of Net investment income from our AIG Parent liquidity portfolio, Corebridge Financial, Inc.
(Corebridge) dividend income, corporate General operating expenses, and Interest expense.
(National Union); American Home Assurance Company (American Home); Lexington Insurance Company (Lexington); AIG General Insurance Company, Ltd.; AIG Asia Pacific Insurance Pte.
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REMOVED
As of February 7, 2025, 593,332,964 shares of the registrant's Common Stock, $2.50 par value per share, were outstanding.
AIG is building on its industry leadership and is positioned to become a top-performing company recognized for the value it provides stakeholders in an environment of profound, complex and dynamic risk.
AIG's achievements in 2024 demonstrate continued strength in executing multiple, complex initiatives simultaneously and with quality.
(Corebridge) complete, a strong underwriting portfolio and culture, and excellent financial strength, AIG enters 2025 with strong momentum.
Balance Sheet Strength and Financial Flexibility with approximately $43 billion in shareholders equity and AIG Parent liquidity sources of $10.7 billion as of December 31, 2024.
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