AIG ROE above double digits

What happened: American International Group (AIG) shares crossed above their 200-day moving average of $73.81 on Friday, reaching a high of $74.63, a 3.1% increase. This follows AIG reporting a return on equity (ROE) above double digits, while Manulife Financial reaffirmed its 18% core ROE target for 2027, posting 16.5% in 2025 with stronger H2 results.

Market impact: The insurance sector saw a bullish signal with AIG's share price movement, potentially attracting more investors to the sector. Manulife's reaffirmed ROE goal and stronger H2 results also indicate a positive outlook for the industry. However, U.S. mortality losses experienced by Manulife may suggest some headwinds for life insurers.

What to watch next: AIG's Q1 2026 earnings report on April 25, 2026, will provide further insight into the company's performance and validate the recent bullish signal. Additionally, any updates on U.S. mortality trends and their impact on life insurers' earnings will be crucial to monitor.