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AAAAGIY

AIA Group Limited

Hot onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$AAGIY·$99B·Insurance - Life·Financial Services
$39.60-0.0%1Y+3.7%
Price updated 12d ago·X counts updated 14d ago
AAAAGIY
$AAGIYAIA Group Limited
$39.60-0.03%2 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AAGIY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

2X posts · last 7 days
Aug 29Sep 2

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AAGIY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-03

The move is getting stronger, with heavier trading behind it.

AIA Group — pan-Asian life insurer — posting record Q2 numbers with strong margin expansion.

AIA Group is a $98.6B pan-Asian life insurance and asset-management company (Hong Kong-listed, US ADR AAGIY) — a defensive mega-cap that is currently delivering above-trend growth.

  • Q2 revenue $17.47B was up ~19% year-on-year and Q2 EPS $1.65 beat the $1.61 estimate by ~2.5% — a clean, positive quarter for a mega-cap insurer.
  • Q4 2025 revenue $16.98B was up ~59% year-on-year — a very strong prior comparable, which makes the Q2 print even more meaningful.
  • Trailing gross margin ~79% and operating margin ~28% — asset-management/insurance profile with steadily improving margins.
  • Sell-side FY26 model $24.4B in revenue and $3.05 EPS; FY27 $26.9B and $3.36 — the $38.74 ADR trades at ~13x FY26 EPS, which is a modest multiple for the growth print.
  • Free-cash-flow yield ~1.4% is thin but insurance FCF is a noisy metric because premiums recycle into policyholder reserves.
  • Chart is at ~20% of the 52-week range and ~9% below the 200-day — despite record earnings, the ADR is trading near the lower end of its range.
  • A 'New Strong Sell Stocks' listing appeared for August 31 — a Zacks-style ranking that reflects a downgrade cycle after the earnings run, not a fundamental deterioration.

Next earnings March 5, 2027. What matters is China new-business value (NBV) growth, Hong Kong recovery, and asset-management net flows.

What to watch: March 5, 2027 earnings for China new-business-value growth, Hong Kong recovery, and asset-management net flows.

On the calendar: FY earnings on 2027-03-05

Read the AI verdict on $AAGIY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

AIA Group sells life insurance and wealth management products across Asia-Pacific, the region's largest pure-play insurer.

Industry overviewAI analysisGenerated by AI from underlying data

Where Insurance - Life sits in its cycle right now — and what that implies for $AAGIY.

Insurance - Life · Financial Services

No material change from last week — elevated rates sustain annuity spread income for life insurers; MetLife presented at KBW Insurance Conference highlighting capital returns and international diversification across five segments. Higher rates also named a gift for insurance dividend stocks this week.

What this means for $AAGIY

Partial — insurance earnings follow combined ratio and investment income dynamics, partially correlated to industry macro; AIA Group Limited, together with its subsidiaries, provides life insurance based.

Top industry ETF

$KIESPDR S&P Insurance ETF
+5.0%YTD
+8.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
12.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
27.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
79.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 19, 2026$1.65$1.61+2.5%
Q4 2025Mar 18, 2026$1.40$1.56-10.3%
Q2 2025Aug 20, 2025$0.96$1.16-17.2%
Q4 2024Mar 13, 2025$1.28$1.44-11.1%
Next earningsFri, Mar 5·consensus EPS $1.51

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$17.5B+19.5%58.7%29.6%$1.64$1.3B
Q4 FY25$17.0B+58.7%100%25.7%$1.40$154.4M
Q2 FY25$13.3B+47.0%100%100%$0.96$5.7B
Q4 FY24$14.9B+47.6%81.7%81.7%$1.28$-738.9M

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$24.4B$24.0B – $25.0B$3.05$2.98 – $3.144
FY27$26.9B$26.4B – $27.5B$3.36$3.29 – $3.466
FY28$29.3B$28.8B – $30.0B$3.75$3.67 – $3.862

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.20%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-9.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.6B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.655-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

New Strong Sell Stocks for August 31stzacks.com·17d agoAIA Group Limited (AAGIY) Q2 2026 Earnings Call Transcriptseekingalpha.com·28d agoAIA: Semiconductor Exposure Supports Continued Outperformanceseekingalpha.com·94d agoFortune Brands Innovations brings Manifest Collective to AIA26, headlined by revolutionary Fiberon Novus composite deckingbusinesswire.com·99d agoAmbow Education to Host HybriU™ Open House at NewSchool of Architecture and Design During AIA Conference on Architecture & Design 2026 in San Diegoglobenewswire.com·101d ago

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Voices on X · last 7 days

No standout posts about $AAGIY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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