Analysts Offer Insights on Financial Companies: StepStone Group (STEP), American International Group (AIG) and Sezzle Inc. (SEZL)

Analysts issued updates on financial stocks. StepStone Group (STEP): Evercore ISI reiterated Buy with a $56 target; consensus Strong Buy averages $69.29, and Barclays set $62. American International Group (AIG): Evercore ISI kept Hold with $85; consensus Moderate Buy averages $88.15, Barclays $81. Sezzle (SEZL): Oppenheimer kept Hold; consensus Moderate Buy $168, TD Cowen $165.

Original reporting
Published Aug 8, 2026, 12:50 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 9, 2026, 11:12 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Analysts Offer Insights on Financial Companies: StepStone Group (STEP), American International Group (AIG) and Sezzle Inc. (SEZL) — source image
Decision brief

The 30-second read

$STEPBullishLow
01

Why it matters

It provides sentiment and implied upside/downside based on price targets, but does not disclose earnings, guidance, deals, regulatory actions, or other primary company events.

02

Market read

Useful for gauging current sell-side positioning, but lacks new fundamental catalysts for a high-conviction trade.

03

What to watch

Price targets can change quickly after earnings or guidance; without those catalysts, the practical trading signal is weak.

Relevance 4/10Novelty 3/10Timing: today’s analyst-note roundup

Background

The piece summarizes analyst actions from Evercore ISI, Barclays, Oppenheimer, and TD Cowen for three financial/fintech-related stocks.

Company-level read

Ticker impact

$STEPBullishMedium confidence
Context

Evercore ISI reiterated a Buy on StepStone Group and set a $56 target, while Barclays also maintained Buy with a $62 target.

Expected impact

Likely limited near-term impact, with price sensitivity mainly to broader analyst sentiment rather than new company-specific facts.

Evidence & confidence

The article is a multi-analyst roundup with reiterated ratings and price targets, not earnings, guidance, or a disclosed corporate event.

$AIGNeutralMedium confidence
Context

Evercore ISI kept a Hold on American International Group and set an $85 target, while Barclays maintained Hold with an $81 target.

Expected impact

Near-term reaction likely muted unless traders overweight the target spread versus consensus.

Evidence & confidence

No new AIG operational or financial datapoint is provided, only maintained ratings and targets.

$SEZLNeutralMedium confidence
Context

Oppenheimer maintained a Hold on Sezzle and TD Cowen also maintained Hold, with consensus pointing to roughly flat-to-slightly negative implied return.

Expected impact

Limited trading edge; any move would be driven by general sentiment toward the name rather than fresh information.

Evidence & confidence

This is an analyst-rating roundup without new disclosures such as earnings, guidance, contracts, or regulatory actions.

Market effects

Reinforces that sell-side sentiment in financials is being expressed via maintained ratings and price targets rather than new fundamentals.

No specific regional catalyst beyond US-listed coverage.

No direct global macro or cross-border transaction disclosed.

Counterpoint

Because the article contains only reiterated ratings and targets, traders may be overreacting to numbers that can lag real fundamentals.

Key entities

  • StepStone Group

    Analyst coverage includes Evercore ISI Buy with a $56 target and Barclays Buy with a $62 target.

  • American International Group

    Analyst coverage includes Evercore ISI Hold with an $85 target and Barclays Hold with a $81 target.

  • Sezzle Inc.

    Analyst coverage includes Oppenheimer Hold and TD Cowen Hold, with consensus near-flat to slightly negative.

Related articles

$AIGMedAI 8/10

AIG (AIG) Q2 2026 Earnings Call Transcript

AIG reported Q2 2026 adjusted after-tax income of $1.1 billion, $2.00 per diluted share, up 10% YoY. Net premiums written were $7.5 billion, up 9% on a constant-dollar basis. Underwriting income rose to $686 million and the accident year combined ratio improved to 88.1%. The company also completed its Corebridge divestiture and targeted a general insurance expense ratio below 30% for full-year 2027.

$STEPMedAI 8/10

StepStone (STEP) Q1 2027 Earnings Call Transcript

StepStone Group Inc. (STEP) reported Q1 fiscal 2027 results. GAAP net loss was $116 million ($1.41/share), while fee-related earnings were $106 million, up 30%. Core FRE was $105 million. Fee revenue rose 27% to $271 million, with $10 billion gross inflows and $2.8 billion Private Wealth subscriptions. The company declared a $0.33 dividend and discussed a Private Wealth profits interest buy-in.

$AIGMed

Iran conflict looms large in specialty insurers’ quarterly reports

Several specialty insurers cited higher catastrophe losses tied to the Middle East conflict in their Q2 reports. AIG reported $75M net catastrophe losses and said political violence pricing rose 9%. Beazley’s marine war and political violence losses lifted its segment combined ratio to 103%. Arch Capital, Everest, Hiscox, IGI, and Hamilton also reported Iran-related losses. A.M. Best kept a stable GCC outlook.

$AIGMed

American International Group Q2 Earnings Call Highlights

American International Group (AIG) reported Q2 General Insurance adjusted pretax income of $1.5B (+4% YoY) and net premiums earned of $6.2B (+5%). Underwriting income rose; catastrophe charges were $210M. AIG returned $904M to shareholders via buybacks and dividends and ended with $9B debt. Management cited underwriting discipline and expects expense ratio below 30% by 2027.