** American International Group sailed past Wall Street estimates for third-quarter profit on Monday as the insurer benefited from strong underwriting and higher returns on investments
** Of the 19 brokerages that cover the stock, 12 rate it "buy" or higher and seven "hold"; their median PT is $85.50
SHORT-TERM NOISE LINGERS
** Morgan Stanley ("equal weight", PT: $80) says it sees a clearer path to growth and easier comps in the long run, with AIG's underwriting strength expected to remain robust
** Barclays ("overweight", PT: $90) says it is positive on AIG's balance sheet strength and growth prospects as it looks to re-lever its balance sheet following years of underwriting improvement and expense cuts
** J.P.Morgan ("overweight", PT: $89) projects AIG to show strong EPS growth in the coming years, thanks to increased premium growth, consistent profit margins and share buybacks
** BofA Global Research ("neutral", PT: $82) says AIG is poised for better EPS growth than its peers and it has material opportunities for cost rationalization as it executes on its post-life separation restructuring plan
(Reporting by Joel Jose in Bengaluru)
((joeljose@thomsonreuters.com))
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