Hamilton Insurance Posts Record 2025 Results, Declares Special Dividend
Hamilton Insurance Group reported record financial results for 2025, including $576.7 million in net income, a 22.4% return on average equity, and 20.7% growth in gross written premiums. The company also declared a $2.00 per share special cash dividend, highlighting its strong capital position and commitment to shareholder returns. Spark, TipRanks' AI Analyst, rates HG stock as "Outperform" due to its strong financial performance and undervalued price.
Analysts Are Bullish on These Financial Stocks: Corebridge Financial, Inc. (CRBG), Apollo Global Management (APO)
Two financial stocks, Corebridge Financial, Inc. (CRBG) and Apollo Global Management (APO), have received bullish sentiments from analysts. Barclays analyst Alex Scott maintained a Buy rating on Corebridge Financial with a $34.00 price target, while Benjamin Budish from Barclays also maintained a Buy rating on Apollo Global Management, setting a price target of $158.00. Both companies show promising outlooks with consensus ratings of Moderate Buy for CRBG and Strong Buy for APO.
Is It Too Late To Consider Hamilton Insurance Group (HG) After A 57% One Year Rally?
Hamilton Insurance Group (HG) has rallied 57% in the past year, leading to questions about its current valuation. Analysis using an Excess Returns model and P/E ratio suggests the stock is significantly undervalued, with the Excess Returns model indicating 84.2% undervaluation and its P/E of 6.61x being below industry and peer averages. The article encourages investors to use "Narratives" beyond traditional metrics to form their own valuation perspectives.
Hamilton Insurance Group Governance Move As Compliance And Valuation Come Into Focus
Hamilton Insurance Group has appointed Moussa Thiam as Group Head of Compliance, signaling increased focus on governance and regulatory oversight as a public company. The stock NYSE:HG is trading near analyst targets and is flagged as undervalued by Simply Wall St, with strong recent short-term momentum. However, investors are advised to monitor significant insider selling over the past three months.
Analysts Offer Insights on Financial Companies: Hartford Insurance (HIG), T Rowe Price (TROW) and Cullen/Frost Bankers (CFR)
This article provides an overview of analyst ratings for three financial companies: Hartford Insurance (HIG), T Rowe Price (TROW), and Cullen/Frost Bankers (CFR). Morgan Stanley maintained a Hold rating for Hartford Insurance and T Rowe Price, while Maxim Group reiterated a Buy rating for Cullen/Frost Bankers. The article includes price targets, analyst performance metrics, and overall consensus ratings for each company.
Analysts Offer Insights on Financial Companies: Hartford Insurance (HIG), T Rowe Price (TROW) and Cullen/Frost Bankers (CFR)
Analysts have recently provided new ratings on several financial companies: Hartford Insurance (HIG), T Rowe Price (TROW), and Cullen/Frost Bankers (CFR). Morgan Stanley maintained a Hold rating for Hartford Insurance and T Rowe Price, while Maxim Group reiterated a Buy rating for Cullen/Frost Bankers. The article details the price targets, analyst consensus, and individual analyst performances for each company.
Analysts Offer Insights on Financial Companies: Allstate (ALL) and Prudential Financial (PRU)
BMO Capital analysts have provided updated ratings for financial companies Allstate and Prudential Financial. Michael Zaremski maintained a Buy rating for Allstate with a $249.00 price target, while Jack Matten issued a Sell rating for Prudential Financial with a $94.00 price target. The broader consensus for Allstate is a Moderate Buy, while for Prudential Financial it is a Hold.
Analysts Have Conflicting Sentiments on These Financial Companies: Marsh & McLennan Companies (MRSH) and Mastercard (MA)
BMO Capital analyst Michael Zaremski maintained a Hold rating on Marsh & McLennan Companies (MRSH) with a price target of $208.00, while Truist Financial analyst Matthew Coad maintained a Buy rating on Mastercard (MA). The overall analyst consensus for Marsh & McLennan is a Hold with an average price target of $203.87, and for Mastercard, it is a Strong Buy with an average price target of $666.19.
Analysts Offer Insights on Financial Companies: W. R. Berkley Corporation (WRB), Eagle Bancorp (EGBN) and Lakeland Financial (LKFN)
Analysts have issued neutral "Hold" ratings for W. R. Berkley Corporation (WRB), Eagle Bancorp (EGBN), and Lakeland Financial (LKFN), indicating neither strong bullish nor bearish sentiment. For WRB, KBW analyst Meyer Shields maintained a Hold with a $74.00 price target, though TipRanks – xAI downgraded it to Hold with a $73.00 price target, reflecting a modest upside. Eagle Bancorp also received a Hold rating from KBW's Catherine Mealor with a $25.00 price target, while TipRanks – OpenAI upgraded it to Hold with a $28.00 target, despite an overall consensus for a slight downside. Lakeland Financial received a Hold rating from KBW's Damon Delmonte with a $67.00 price target, and though the consensus is a Moderate Buy with an 11% upside, TipRanks – xAI downgraded it to Hold with a $62.00 price target. This suggests a cautious outlook across the board for these financial companies.
How Hamilton Insurance Group Ltd. Class B (HG) Affects Rotational Strategy Timing
This article analyzes Hamilton Insurance Group Ltd. Class B (HG) and its impact on rotational strategy timing, identifying a mid-channel oscillation pattern. It highlights an exceptional 21.4:1 risk-reward short setup and details institutional trading strategies including position trading, momentum breakout, and risk hedging. The analysis also provides multi-timeframe signal insights and real-time AI-generated signals for informed trading decisions.
Is Hamilton Insurance Group’s (HG) New Specialty CFO Hire Quietly Reshaping Its Global Leadership Strategy?
Hamilton Insurance Group recently appointed Michelle Li as CFO of Hamilton Global Specialty, a move seen as strengthening their London market finance depth rather than being immediately transformational for earnings. While her experience could reinforce risk controls during the company's growth, investors are encouraged to consider diverse fair value estimates and underlying risks, as reflected in the stock's potential undervaluation and multiple viewpoints from the Simply Wall St Community. The article emphasizes that Hamilton's investment narrative should prioritize its underwriting story and focuses on Li's role in reinforcing risk controls as the company expands.
Analysts Offer Insights on Financial Companies: Travelers Companies (TRV) and Ally Financial (ALLY)
Two financial companies, Travelers Companies (TRV) and Ally Financial (ALLY), recently received bullish ratings from analysts. Michael Zaremski of BMO Capital maintained a Buy rating for Travelers with a $297.00 price target, while Richard Shane of J.P. Morgan maintained a Buy rating for Ally Financial with a $48.00 price target. Both companies show potential upside according to the consensus of analysts.
Assessing Hamilton Insurance Group (HG) Valuation As Earnings And Sales Headwinds Raise Investor Concerns
Hamilton Insurance Group (HG) is facing investor concerns due to projected sales decline and reduced earnings per share, despite strong historical share price returns. The company appears undervalued with a P/E ratio of 6x compared to industry averages and an even lower valuation according to a DCF model, suggesting a potential long-term opportunity if earnings quality is maintained. Investors are encouraged to consider these factors and explore other investment ideas if HG doesn't fully align with their strategies.
Analysts’ Top Financial Picks: Prudential Financial (PRU), First Horizon (FHN)
Analysts have issued neutral ratings for Prudential Financial (PRU) and First Horizon (FHN), indicating neither a bullish nor bearish outlook on these financial stocks. Morgan Stanley maintained a Hold rating on Prudential Financial with a $120.00 price target, while Evercore ISI maintained a Hold rating on First Horizon with a $26.00 price target. The consensus for Prudential Financial is Hold with a 4.1% upside, and for First Horizon, it's a Moderate Buy with a 10.5% upside.
Analysts Offer Insights on Financial Companies: Progressive (PGR), Morgan Stanley (MS) and T Rowe Price (TROW)
Analysts have provided varied insights on several financial companies. Progressive (PGR) received a "Sell" rating from Morgan Stanley, with TipRanks indicating a "Moderate Buy" consensus. Morgan Stanley (MS) was rated "Hold" by Wells Fargo, while T Rowe Price (TROW) received a "Sell" rating from Bank of America Securities and Barclays, leading to a "Moderate Sell" consensus.
Analysts Offer Insights on Financial Companies: Progressive (PGR), Morgan Stanley (MS) and T Rowe Price (TROW)
This article summarizes recent analyst ratings for several financial companies. Morgan Stanley maintained a Sell rating on Progressive (PGR), Wells Fargo maintained a Hold rating on Morgan Stanley (MS), and Bank of America Securities maintained a Sell rating on T Rowe Price (TROW). The article provides price targets, analyst success rates, and consensus ratings for each company.
(HG) and the Role of Price-Sensitive Allocations
This article provides an in-depth analysis of Hamilton Insurance Group Ltd. Class B (NYSE: HG), highlighting divergent sentiment across different time horizons, suggesting choppy market conditions. It outlines three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal analysis, providing support and resistance levels for near-term, mid-term, and long-term outlooks for HG.
Hamilton Insurance Group, Ltd. (NYSE:HG) Given Consensus Recommendation of "Moderate Buy" by Analysts
Hamilton Insurance Group, Ltd. (NYSE:HG) has received a "Moderate Buy" consensus recommendation from analysts, with ten ratings firms including seven "buy" and one "strong buy". The company reported strong quarterly earnings, exceeding EPS and revenue expectations, and brokers have raised price targets for the stock. Despite a recent share sale by CEO Alexander James Baker, institutional investors have increased their positions in the company.
How Investors May Respond To Hamilton Insurance Group (HG) Softer Sales And Rising Cost Pressures
Hamilton Insurance Group (HG) faces projected sales declines of 1.9% and rising costs impacting its combined ratio and EPS, raising concerns about near-term profitability. Despite these challenges, the company has authorized a $300 million share repurchase, which could partially offset earnings pressure for shareholders if the combined ratio stabilizes. Analysts' fair value estimates for HG vary widely, while the company itself projects significant revenue and earnings growth by 2028.
Analysts Are Neutral on Top Financial Stocks: American International Group (AIG), Bread Financial Holdings (BFH)
Analysts have issued neutral ratings for American International Group (AIG) and Bread Financial Holdings (BFH), indicating neither a bullish nor bearish outlook. BMO Capital maintained a Hold rating on AIG with an $83.00 price target, while Goldman Sachs maintained a Hold rating on BFH with an $84.00 price target. The consensus for both stocks reflects a Hold rating with modest potential upsides.
Assessing Hamilton Insurance Group (NYSE:HG) Valuation After Recent Share Price Pullback
Hamilton Insurance Group (NYSE:HG) has experienced a slight pullback in its share price recently, though it maintains positive returns over longer periods. Despite trading below an analyst price target and an estimated intrinsic value, the company's valuation is considered "undervalued" at $26.74 compared to a fair value estimate of $28.93. The analysis suggests future earnings growth, margin shifts, and a leaner share count are key drivers for this valuation, while potential risks include spikes in specialty and reinsurance losses or pressure on margins from acquisition and expense ratios.
Inspire Investing LLC Buys Shares of 43,646 Hamilton Insurance Group, Ltd. $HG
Inspire Investing LLC has opened a new position in Hamilton Insurance Group (NYSE: HG) by purchasing 43,646 shares valued at approximately $1.08 million during the third quarter. This move aligns with a generally positive analyst outlook, with the stock holding a "Moderate Buy" consensus rating and a target price of $29.13. Hamilton Insurance Group recently reported strong Q3 earnings, exceeding revenue and EPS expectations.
Hamilton Insurance Group, Ltd. (NYSE:HG) Given Average Rating of "Moderate Buy" by Brokerages
Hamilton Insurance Group, Ltd. (NYSE:HG) has received an average rating of "Moderate Buy" from ten brokerages, with a consensus 12-month price target of $28.75. The company recently exceeded quarterly earnings expectations, reporting an EPS of $1.32 against an estimated $0.71, and revenue of $667.65 million. Several analysts have updated their ratings and price targets, while significant insider selling by CEO Alexander James Baker was reported alongside increased institutional investor holdings.
Analysts Offer Insights on Financial Companies: Arch Capital Group (ACGL) and HASI (HASI)
Two analysts have issued bullish sentiments on financial companies Arch Capital Group (ACGL) and HASI (HASI). Morgan Stanley reiterated a Buy rating for Arch Capital Group with a $110.00 price target, while Oppenheimer maintained a Buy rating for HASI with a $50.00 price target. Both companies show positive analyst consensus with significant upside potential.
Analysts Have Conflicting Sentiments on These Financial Companies: Brighthouse Financial (BHF) and S&P Global (SPGI)
Analysts have provided conflicting sentiments on Brighthouse Financial (BHF) and S&P Global (SPGI). Morgan Stanley maintained a Hold rating on Brighthouse Financial with a $70.00 price target, while S&P Global received a Buy rating from Morgan Stanley with a $620.00 price target and a Strong Buy consensus overall.
Analysts Offer Insights on Financial Companies: Hippo Holdings (HIPO), TransUnion (TRU) and Progressive (PGR)
This article summarizes recent analyst ratings for three financial companies: Hippo Holdings (HIPO), TransUnion (TRU), and Progressive (PGR). KBW reiterated a Hold rating for Hippo Holdings, while Morgan Stanley reiterated a Buy rating for TransUnion. Conversely, Morgan Stanley maintained a Sell rating for Progressive.
Bridgeway Capital Management LLC Grows Stock Holdings in Hamilton Insurance Group, Ltd. $HG
Bridgeway Capital Management LLC increased its stake in Hamilton Insurance Group, Ltd. by 18.3% during the second quarter, now owning 688,049 shares valued at approximately $14.9 million. This increase is part of a trend of institutional investment, bringing total institutional ownership to 29.17%, despite CEO Alexander James Baker selling a portion of his shares. The company recently reported strong quarterly earnings, surpassing analyst expectations, leading to several analyst price target increases and a "Moderate Buy" consensus rating.
Analysts Offer Insights on Financial Companies: Hippo Holdings (HIPO), TransUnion (TRU) and Progressive (PGR)
Analysts have provided new ratings for several financial companies. Hippo Holdings (HIPO) received a "Hold" rating from KBW's Thomas McJoynt Griffith, with a consensus suggesting a "Moderate Buy." TransUnion (TRU) was reiterated with a "Buy" rating by Morgan Stanley's Toni Kaplan, maintaining a "Moderate Buy" consensus. Progressive (PGR) received a "Sell" rating from Morgan Stanley's Bob Huang, despite a general "Moderate Buy" consensus.
Arrowstreet Capital Limited Partnership Grows Position in Hamilton Insurance Group, Ltd. $HG
Arrowstreet Capital Limited Partnership significantly increased its stake in Hamilton Insurance Group, Ltd. by 21.0% in Q2, acquiring an additional 235,935 shares and bringing its total to 1,357,876 shares. This puts their holding at approximately 1.34% of the company, valued at $29.36 million. Despite CEO Alexander James Baker selling a portion of his shares, insiders still own 17.46% of the company, which recently reported strong quarterly earnings, beating EPS and revenue estimates.
Wall Street Analysts Are Neutral on Top Financial Picks
Wall Street analysts have issued neutral ratings for Brighthouse Financial (BHF) and Primerica (PRI), indicating a balanced outlook for these financial stocks. Morgan Stanley upgraded Brighthouse Financial to a Hold with a $70.00 price target, while William Blair maintained a Hold rating on Primerica. The consensus among analysts for Brighthouse Financial is a Hold with a $60.25 average price target, and for Primerica, it's a Moderate Buy with a $306.00 average price target.
Hamilton Insurance Group Reports Strong Q3 2025 Results
Hamilton Insurance Group reported strong Q3 2025 results, with a net income of $136 million and an annualized return on average equity of 21%. The company saw significant growth in gross premiums written and net premiums earned, alongside an impressive combined ratio of 87.8%. Management anticipates continued growth and profitability due to its underwriting discipline and diversified business model.
Analysts Offer Insights on Financial Companies: Corebridge Financial, Inc. (CRBG), QBE Insurance Group Limited (OtherQBEIF) and Figure Technology Solutions, Inc. Class A (FIGR)
This article presents analyst insights on three financial companies: Corebridge Financial, Inc. (CRBG), QBE Insurance Group Limited (QBEIF), and Figure Technology Solutions, Inc. Class A (FIGR). Morgan Stanley downgraded Corebridge Financial to a Hold rating, while maintaining a Buy rating for QBE Insurance Group. Mizuho Securities reiterated a Buy rating for Figure Technology Solutions.
Earnings call transcript: Hamilton Insurance Q3 2025 beats expectations
Hamilton Insurance Group Ltd reported robust Q3 2025 earnings, significantly exceeding analyst expectations with an EPS of $1.32 against a forecast of $0.69 and revenues of $698.85 million. This strong performance, driven by improved underwriting and investment income, led to a 9.16% rise in the company’s stock in after-hours trading. The company highlighted a disciplined underwriting approach, diversified portfolio, and continued share repurchases as key factors in its financial strength.
Analysts Offer Insights on Financial Companies: Progressive (PGR), Comerica (CMA) and Webster Financial (WBS)
Analysts have provided new ratings for several financial companies. Barclays maintained a Hold rating on Progressive (PGR) with a $257.00 price target, while Comerica (CMA) received a Sell rating from Barclays with a $68.00 target. Webster Financial (WBS) was maintained as a Buy by Barclays with a $78.00 price target, highlighting varying outlooks within the sector.
Hamilton Insurance Boosts Share Buyback by $150 Million
Hamilton Insurance Group, Ltd. Class B announced that its Board of Directors approved a $150 million increase to its existing share repurchase authorization, allowing the company to buy back shares through open market transactions or privately negotiated purchases. This move is expected to positively impact its market positioning and shareholder value. An analyst has rated HG stock as a Buy with a $28.00 price target, and TipRanks’ AI Analyst, Spark, also rates HG as "Outperform" due to strong financial performance and attractive valuation.
Hamilton Insurance Boosts Share Buyback by $150 Million
Hamilton Insurance Group announced its board approved a $150 million increase to its share repurchase authorization on November 4, 2025. This move is expected to enhance both market positioning and shareholder value for the company. The stock is rated as a Buy with a $28.00 price target and has an Outperform rating from TipRanks’ AI Analyst, Spark, driven by strong financial performance and attractive valuation.
Hamilton Insurance Group Reports Strong Q3 2025 Results
Hamilton Insurance Group (HG) announced strong Q3 2025 results, reporting a net income of $136 million and an annualized return on average equity of 21%. The company also saw significant growth with a 26.3% increase in gross premiums written and maintained an impressive combined ratio of 87.8%. Hamilton anticipates continued growth and profitability, driven by its underwriting discipline and diversified business model.
Hamilton Reports 2025 Third Quarter Results
Hamilton Insurance Group, Ltd. reported strong financial results for the third quarter ended September 30, 2025, with net income of $136 million and an annualized return on average equity of 21%. The company saw significant growth in gross premiums written across both its Bermuda and International Segments, achieving an underwriting income of $64.1 million. These results reflect a strong synergy between underwriting and investment performance, contributing to a 6% increase in book value per share for the quarter.
Hamilton Insurance Group (HG) Projected to Post Earnings on Tuesday
Hamilton Insurance Group (HG) is projected to report its Q3 2025 earnings on Tuesday, November 4th, with analysts expecting earnings of $0.51 per share and revenues of $537.70 million. The company previously outperformed in Q2 with $1.55 EPS and $712.03 million in revenue. Insider selling of approximately $1.74 million in company stock has been noted over the past ninety days.
Weiss Ratings Reiterates Buy (B) Rating for Hamilton Insurance Group (NYSE:HG)
Weiss Ratings has reaffirmed its "buy" rating for Hamilton Insurance Group (NYSE:HG), citing confidence in the company's stock. Several other analysts have also issued positive ratings and raised price targets for HG, contributing to a consensus "Moderate Buy" rating and a $27.00 price target. The company reported strong Q3 earnings, beating analyst expectations, and has seen notable insider selling and institutional investment activity.
Hamilton insurance CEO, Megan Graves, sells $1.18 million in shares By Investing.com
Megan Jane Graves, CEO of Hamilton Re (a division of Hamilton Insurance Group, Ltd.), sold 50,000 Class B Common Shares for $1.18 million on August 13, 2025. This transaction occurred while the stock was trading near its 52-week high, having returned 29% in the past six months, and the company maintains a "GREAT" financial health rating and a P/E ratio of 6.46. The sale leaves Graves with 104,674 shares.
Hamilton insurance CEO, Megan Graves, sells $1.18 million in shares
Megan Graves, CEO of Hamilton Re (a division of Hamilton Insurance Group), sold 50,000 shares for $1.18 million on August 13, 2025, with the stock trading near its 52-week high. Following the sale, Graves directly owns 104,674 shares of Hamilton Insurance Group. This transaction follows recent strong second-quarter earnings for Hamilton Insurance Group and key executive appointments.
Barclays Keeps Their Buy Rating on Hamilton Insurance Group, Ltd. Class B (HG)
Barclays analyst Alex Scott reiterated a Buy rating on Hamilton Insurance Group, Ltd. Class B (HG) with a price target of $29.00. This comes after the company reported strong quarterly revenues and net profits for the period ending June 30, though corporate insider sentiment is currently negative due to increased selling activity. Other analysts from KBW also issued a Buy rating, while Morgan Stanley maintained a Hold rating.
Group Chief Accounting Officer Of Hamilton Insurance Group Sold 93% Of Their Shares
Hamilton Insurance Group's Group Chief Accounting Officer, Brian Deegan, recently sold 93% of his shares, amounting to US$367k. This significant sale, coupled with other insider selling exceeding insider buying over the last year, raises concerns despite the company's profitability. Insiders currently own 2.4% of the company, suggesting some alignment, but the overall trend of heavy selling warrants caution from investors.
Hamilton Insurance continues strong performance
Hamilton Insurance Group reported strong first-quarter results, including over $157 million in net income and its sixth consecutive quarter of underwriting profitability. The company also saw a 34.1% increase in gross premiums written and received an AM Best upgrade to "A" (Excellent) for its financial strength. These results highlight Hamilton's consistent performance, strategic shifts, and robust balance sheet.
Hamilton to buy back $110m shares from funds affiliated with Blackstone
Hamilton Insurance Group has agreed to repurchase 9,124,729 Class A common shares from funds affiliated with Blackstone Alternative Solutions LLC for $12.00 per share, totaling $109,496,748. This transaction represents a 12.0% discount to the 30-day volume weighted average price of the Company’s Class B common shares and is expected to close on May 10, 2024. The buyback will result in meaningful accretion to Hamilton shareholders' earnings per share, book value per share, and ROE.
Hamilton Announces Share Repurchase from Funds Affiliated with Blackstone
Hamilton Insurance Group, Ltd. announced an agreement to repurchase 9,124,729 Class A common shares from funds affiliated with Blackstone Alternative Solutions LLC at $12.00 per share, totaling nearly $110 million. This transaction represents a 12.0% discount and is expected to result in meaningful earnings per share and book value accretion for Hamilton's shareholders. The repurchase will cancel the acquired shares, leaving 101,878,284 shares outstanding, and is anticipated to close on May 10, 2024.
Hamilton Announces Share Repurchase from Funds Affiliated with Blackstone
Hamilton Insurance Group, Ltd. announced an agreement to repurchase 9,124,729 Class A common shares from funds affiliated with Blackstone Alternative Solutions LLC at $12.00 per share, totaling $109,496,748. This transaction, expected to close on May 10, 2024, aims to return capital to shareholders and is anticipated to be accretive to earnings per share, book value per share, and ROE for Hamilton. The company will have 101,878,284 shares outstanding following the repurchase and plans to fund it through a revolving credit facility, repaid with funds from the Two Sigma Hamilton Fund.
Hamilton Announces Closing Of Public Offering
Hamilton Insurance Group, Ltd. announced the closing of its initial public offering of 15,000,000 Class B common shares at $15.00 per share, trading on the NYSE under ticker "HG". The company received approximately $80.6 million in net proceeds, which it intends to use for capital contributions to its insurance and reinsurance operating subsidiaries. Barclays and Morgan Stanley acted as Joint Lead Bookrunning Managers for the offering.
Hamilton Insurance Group, Ltd. Announces Closing of Initial Public Offering
Hamilton Insurance Group, Ltd. announced the closing of its initial public offering, selling 15,000,000 Class B common shares at $15.00 per share. The company received approximately $80.6 million in net proceeds, which will be used to make capital contributions to its operating subsidiaries to expand business. The shares initiated trading on the New York Stock Exchange under the ticker symbol "HG" on November 10, 2023.
