Raiffeisen Bank International AG Acquires 41,654 Shares of The Progressive Corporation $PGR
Raiffeisen Bank International AG significantly increased its stake in The Progressive Corporation by 29.7% in Q3, now holding 182,113 shares valued at approximately $44.51 million. Despite this, some analysts have trimmed price targets and ratings, with the consensus rating being "Hold" with an average target price of $245.29. Company insiders have been net sellers, offloading over 11,000 shares in the last quarter, while institutional investors own about 85.34% of the stock.
HARTFORD INSURANCE GROUP, INC. SEC 10-K Report
Hartford Insurance Group, Inc. has released its 2025 10-K report, detailing strong financial performance with total revenues of $28,368 million and a net income of $3,836 million, both up significantly from 2024
RLI CORP SEC 10-K Report
RLI Corp. released its 2025 10-K report, detailing robust financial performance with significant increases in revenue, net earnings, and underwriting income, driven by growth in the casualty segment and improved investment income. The specialty insurance company, which focuses on unique risks, highlighted strategic initiatives to enhance operational efficiency and maintain its competitive edge. The report also outlined key business segments, distribution channels, strong financial strength ratings, and a comprehensive overview of market, regulatory, and technological risks.
Lincoln National (LNC) Maintains Quarterly Dividend of $0.45
Lincoln National Corporation (LNC) has declared a quarterly dividend of $0.45 per share, maintaining its previous payout, which results in a 4.49% forward yield. The company, a significant player in the financial services sector with a $7.62 billion market cap, is strategically focused on increasing spread-based annuity balances and improving free cash flow conversion. Despite some financial warning signs like a low Altman Z-Score and insider selling, its valuation metrics suggest potential undervaluation, though analyst sentiment is mixed.
NNN REIT, Inc. Announces Retirement of Board Chair and Replacement
NNN REIT, Inc. announced the retirement of its Board Chairperson, Steven D. Cosler, effective February 18, 2026. Edward J. Fritsch, an independent director with extensive REIT experience, has been appointed to succeed him as Chair. The company expressed gratitude for Mr. Cosler's contributions and leadership, particularly during market disruption, and looks forward to Mr. Fritsch's guidance.
The Hartford Insurance Group, Inc. (NYSE:HIG) Declares Quarterly Dividend of $0.60
The Hartford Insurance Group (NYSE:HIG) has declared a quarterly dividend of $0.60 per share, leading to an annualized dividend of $2.40 and a yield of 1.7%. The company has a strong record of increasing its dividend for 12 consecutive years, supported by a low payout ratio of 18.5%, indicating excellent coverage by earnings. Analysts anticipate continued growth for Hartford, projecting EPS of $11.11 for the current year and $12.67 for the next, with a consensus target price of $148.13.
The Hartford Declares Quarterly Dividends Of $0.60 Per Share Of Common Stock And $375 Per Share Of Series G Preferred Stock
The Hartford's Board of Directors has declared quarterly dividends for both common and Series G preferred stock. Common stock shareholders will receive $0.60 per share, payable on April 2 to shareholders of record on March 2. Series G preferred stock shareholders will receive $375 per share, payable on May 15 to shareholders of record on May 1.
The Hartford Declares Quarterly Dividends Of $0.60 Per Share Of Common Stock And $375 Per Share Of Series G Preferred Stock
The Hartford's Board of Directors has declared quarterly dividends. Common stock shareholders will receive $0.60 per share, payable on April 2 to those on record as of March 2. Additionally, Series G preferred stock shareholders will receive $375 per share (or $0.375 per depository share), payable on May 15 to those on record as of May 1.
Progressive (PGR) Reports Increase in January Net Premiums Writt
Progressive (PGR) reported a significant increase in net premiums written to $6.74 billion and net premiums earned to $6.92 billion for January. The company projects a rise in GAAP EPS to $1.98, while pretax net realized gains on securities are expected to decline by 6%. Despite some insider selling, Progressive's financial health is strong with robust revenue growth, a healthy balance sheet, and attractive valuation metrics, suggesting a stable outlook for the leading auto insurer.
Safety Insurance Group declares $0.92 quarterly dividend
Safety Insurance Group (NASDAQ:SAFT) announced a quarterly cash dividend of $0.92 per share payable on March 13, 2026, to shareholders of record by March 2, 2026. The Massachusetts-based property and casualty insurer also plans to release its Q4 and year-end 2025 financial results on February 25, 2026, and will hold its 2026 Annual Meeting of Shareholders on May 13, 2026.
Fidelity National Financial (FNF) Will Announce Earnings Tomorrow: What You Should Know
Fidelity National Financial (FNF) is set to announce its latest financial results tomorrow. The company previously exceeded revenue forecasts by 13% and reported $4.03 billion in revenue, an 11.9% increase year-over-year. Analysts anticipate a 1% year-over-year decrease in revenue to $3.58 billion for the upcoming quarter, with an average price target of $69.60 for FNF stock.
Why Markel is elevating a London risk expert to steer its international bets
Markel Insurance has appointed Colin Wildey as Chief Risk Officer for Markel International, effective February 17, 2026, pending regulatory approval. Wildey, who previously served as Head of Risk since 2022, will focus on strengthening risk-informed decision-making and integrating risk thinking across various departments. This internal promotion highlights Markel's ongoing strategy to enhance its risk leadership and organizational capabilities, following solid 2025 financial results.
Shell Asset Management Co. Cuts Stock Position in The Hartford Insurance Group, Inc. $HIG
Shell Asset Management Co. significantly reduced its stake in The Hartford Insurance Group (HIG) by 67.9% in Q3, selling over 38,000 shares. This comes amidst substantial insider selling over the past 90 days, totaling approximately $47.4 million, though institutional investors still own a large portion of the company. Despite insider sales, The Hartford recently beat quarterly earnings estimates and holds a "Moderate Buy" consensus rating from analysts with an average price target of $148.13.
Navigating Emerging Markets in 2026: A Quantitative Approach
Market strategists predict 2026 will be an inflection point for emerging economies due to attractive valuations, projected earnings growth, and a stable U.S. dollar. The Hartford Multifactor Emerging Markets ETF (US5184162015) uses a quantitative, rules-based strategy to capitalize on these opportunities, aiming to reduce volatility by 15% compared to traditional benchmarks. The fund's semi-annual rebalance in March will adjust holdings based on value, momentum, and quality factors, providing insights into favored sectors and regions for the first half of 2026.
Cincinnati Financial: How a Quiet Insurer Is Turning Data, Discipline, and Distribution Into a Competitive Edge
Cincinnati Financial is presented as a quiet but powerful insurance platform that leverages data, agency reach, and disciplined underwriting. The article details its integrated product ecosystem, agent-centric design, and strategic investments in technology to navigate rising catastrophe losses and evolving client demands. It also compares Cincinnati Financial's offerings to competitors like Travelers, The Hartford, and Chubb, highlighting its competitive advantages in distribution, underwriting culture, and long-term orientation, which collectively influence its stock valuation.
Illinois Municipal Retirement Fund Raises Stock Holdings in The Hartford Insurance Group, Inc. $HIG
The Illinois Municipal Retirement Fund increased its stake in The Hartford Insurance Group (NYSE:HIG) by 11.5% in the third quarter, now owning 209,524 shares valued at $27.95 million. Despite significant insider selling, including CEO Christopher Swift's sale of over 200,000 shares, analysts maintain a "Moderate Buy" rating with an average price target of $148.13, following strong quarterly earnings that beat analyst estimates.
Enstar Announces Acquisition of AF Group
Enstar Group Limited has announced its acquisition of 100% of the shares of Accident Fund Holdings, Inc. (AF Group) from Blue Cross Blue Shield of Michigan. This acquisition will combine the complementary capabilities of both companies in property and casualty insurance, with AF Group operating as a standalone subsidiary under its existing leadership. The transaction is expected to close in the latter half of 2026, pending regulatory approvals.
Are Wall Street Analysts Bullish on Hartford Insurance Stock?
The Hartford Insurance Group, Inc. (HIG) has outperformed the broader market and its industry ETF over the past year, with shares gaining 27.6%. Wall Street analysts maintain a "Moderate Buy" consensus on HIG stock, with many reiterating confidence and modest price target increases after its strong Q4 2025 earnings report. The company's robust profitability, improved underwriting performance, and consistent earnings beats contribute to this bullish sentiment.
The Hartford's Future Of Benefits Study: Employers Seeking Simplicity And Ease In The Face Of Increasingly Complex Landscape
The Hartford's 2026 Future of Benefits Study reveals that employers are grappling with increased responsibilities and a complex benefits landscape, driving a demand for simpler, integrated solutions. HR professionals are seeking "one-stop-shop" benefits options and are increasingly open to technology like AI, while still emphasizing the need for human support for sensitive issues. The study also highlights ongoing challenges in employee education regarding benefits, with many employers taking action to improve open enrollment experiences and seeking guidance from brokers.
Are Wall Street Analysts Bullish on Hartford Insurance Stock?
Hartford Insurance Group (HIG) has outperformed the market and its industry ETF over the past year, with shares up 27.6% compared to the S&P 500's 12.9% gain. The company reported strong Q4 2025 earnings, driven by improved underwriting performance and increased net investment income. Analysts maintain a "Moderate Buy" consensus rating for HIG, with a mean price target suggesting further upside potential.
Multi-Line Insurance Stocks Q4 Teardown: Chubb (NYSE:CB) Vs The Rest
The article analyzes the Q4 performance of multi-line insurance companies, focusing on Chubb (NYSE:CB) and its peers. It highlights Hartford (NYSE:HIG) as the best performer with strong revenue growth and analyst beats, while Kemper (NYSE:KMPR) delivered the weakest results. Chubb showed solid revenue growth but missed some analyst estimates, and AIG met revenue expectations but missed on EPS and book value per share.
Multi-Line Insurance Stocks Q4 Teardown: Chubb (NYSE:CB) Vs The Rest
This article analyzes the Q4 earnings of multi-line insurance companies, focusing on Chubb (NYSE:CB) and its peers. It highlights the overall sector performance, with revenues beating consensus estimates by 6.8%, and details the individual results of Chubb, Hartford (NYSE:HIG), Kemper (NYSE:KMPR), and AIG (NYSE:AIG), identifying the best and worst performers based on analyst expectations and revenue growth. The report also touches on the cyclical nature of the insurance sector, influenced by interest rates and market environments.
Multi-Line Insurance Stocks Q4 Teardown: Chubb (NYSE:CB) Vs The Rest
The article provides a Q4 earnings teardown for multi-line insurance stocks, focusing on Chubb (NYSE:CB) and its competitors. It highlights Chubb's strong revenue growth, Hartford's impressive performance against analyst estimates, Kemper's weak quarter, and AIG's softer performance. The report emphasizes the diversified business model of multi-line insurers, their sensitivity to interest rates, and challenges from increasing catastrophe losses.
The Hartford’s Future Of Benefits Study: Employers Seeking Simplicity And Ease In The Face Of Increasingly Complex Landscape
The Hartford's 2026 Future of Benefits Study reveals that employers are seeking simpler, integrated solutions for employee benefits due to increased responsibilities and the complexity of managing multiple vendors. Technology plays a crucial role, with a strong demand for digital tools for transactional tasks and human interaction for sensitive issues. The study also highlights the ongoing challenge of educating employees about benefits and the evolving role of HR professionals in this landscape.
The Hartford’s Future Of Benefits Study: Employers Seeking Simplicity And Ease In The Face Of Increasingly Complex Landscape
The Hartford's 2026 Future of Benefits Study reveals that employers are seeking simplicity and ease in managing increasingly complex employee benefits landscapes, driven by evolving HR responsibilities and technology. The study highlights the need for integrated solutions, with HR professionals looking for "one-stop-shop" offerings that combine enrollment tools, simple leave products, seamless technology, and expert claims administration. While technology and AI are gaining importance, there's a strong preference for human support for sensitive and complex issues, and ongoing challenges in employee education regarding benefits persist.
ABC Arbitrage SA Makes New Investment in The Hartford Insurance Group, Inc. $HIG
ABC Arbitrage SA has acquired a new stake of 27,405 shares in The Hartford Insurance Group (NYSE: HIG) valued at approximately $3.656 million during the third quarter. This investment comes amidst significant insider selling, with CEO Christopher Swift and CFO Beth Ann Costello offloading shares totaling tens of millions of dollars. Despite the insider selling, The Hartford recently reported strong quarterly earnings, beating analyst estimates, and currently holds a "Moderate Buy" consensus rating from Wall Street analysts with an average target price of $148.13.
Candriam S.C.A. Sells 193,802 Shares of MetLife, Inc. $MET
Candriam S.C.A. significantly reduced its stake in MetLife, Inc. (NYSE:MET) by selling 193,802 shares, decreasing its holdings by 71.6% to 76,885 shares valued at $6.33 million. Despite this, other institutional investors have increased their positions in MetLife. The article also provides MetLife's recent financial performance, analyst ratings indicating a "Moderate Buy" consensus, dividend information, and market performance metrics.
Trupanion (TRUP) To Report Earnings Tomorrow: Here Is What To Expect
Trupanion (TRUP), a pet insurance provider, is set to report its earnings this Thursday. Analysts project an 11.5% year-on-year revenue growth to $375.9 million, a slowdown from the previous year, but the company has a strong record of exceeding revenue estimates. Peers in the property & casualty insurance segment have shown mixed results, while Trupanion's stock is currently trading below its average analyst price target.
Cincinnati Financial earnings rise amid investment gains
Cincinnati Financial reported higher earnings for 2025, driven by strong investment income and premium growth, despite earlier catastrophe losses. The company's investment performance, particularly its allocation to equities, differentiated its results compared to peers. Its underwriting profitability remained resilient, marking 14 consecutive years of underwriting profit, and its balance sheet strength also improved.
The Truth About Progressive Corp Stock: Is This Boring Insurer Your Next Power Play?
The article analyzes whether Progressive Corp (PGR) stock is a worthwhile investment. It highlights Progressive's data-driven approach, strong brand presence, and consistent stock performance as key strengths. While not a "meme stock," it is presented as a stable, long-term compounding machine for a mature portfolio.
Envestnet Asset Management Inc. Sells 15,313 Shares of Everest Group, Ltd. $EG
Envestnet Asset Management Inc. reduced its stake in Everest Group, Ltd. by 9.1% during the third quarter, selling 15,313 shares. The firm now holds 153,334 shares, representing approximately 0.37% of the company, valued at $53.7 million. Everest Group recently reported Q3 EPS of $13.26, missing estimates, with revenue of $4.42 billion, exceeding expectations.
PGR Stock Price, Forecast & Analysis | PROGRESSIVE CORP (NYSE:PGR)
This article provides a detailed analysis of Progressive Corp (NYSE:PGR) stock, covering its price performance, technical and fundamental ratings, financial highlights, and analyst forecasts. It notes PGR's current stock price of $205.45, a market capitalization of $120.46 billion, and a dividend yield of 0.19%. Analysts forecast an average price target of $248.01, suggesting a 20.72% increase, despite an expected EPS growth of -11.18% and revenue growth of 7.49% for the next year.
From US build-out to global role: Phil Amlot to lead Markel trade credit
Markel Insurance (NYSE: MKL) has appointed Phil Amlot as Head of Trade Credit, International, effective February 10, 2026. Amlot, with 16 years at Markel, will lead the global strategy, growth, and team development across London, the US, and Asia, reporting to Carl Titterton. His promotion is seen as a move to reinforce the company's trade credit capabilities through an internal leader who previously established the US Trade Credit operation in 2014.
Conagra Seeks Compensation From Insurers in Wake of $25M Verdict
Conagra Brands Inc. is suing Travelers Property Casualty Co. of America and Westchester Fire Insurance Co. for allegedly breaching a contract to cover their share of defense costs in a lawsuit. A jury awarded $25 million to Roland Esparza, who claimed his lung disease was linked to Conagra's Pam butter-flavored cooking spray. Conagra argues that the insurers' policies should indemnify them for the defense costs, which totaled around $850,000.
The Hartford Insurance Group Touts AI Push, Double-Digit Property Growth at UBS Conference
The Hartford Insurance Group presented its strategic priorities at a UBS conference, focusing on a multi-year AI integration effort involving Google as a preferred partner and training over 6,000 employees. The company plans to significantly expand its property underwriting, targeting double-digit growth into 2026, and grow its personal lines platform, Agency Prevail, from 10 to 30 states by early 2027. Management anticipates AI will drive above-market growth and share gains, while deploying excess capital through dividend increases and share buybacks.
Hartford at UBS Conference: Strategic Growth and AI Focus
The Hartford (NYSE:HIG) presented at the UBS Financial Services Conference 2026, emphasizing significant technology and AI investments to enhance underwriting, operations, and claims. The company plans to expand its Prevail agency platform to 30 states by early 2027 and aims for double-digit growth in its property underwriting business while returning excess capital to shareholders through dividends and buybacks. Despite moderating commercial lines pricing, The Hartford maintains a positive outlook, leveraging AI to drive market share and improve efficiency, with a focus on augmenting human talent rather than mass layoffs.
Keefe Bruyette Raises its Price Target on The Hartford Insurance Group (HIG) to $163 and Maintains an Outperform Rating
Keefe Bruyette raised its price target for The Hartford Insurance Group (HIG) to $163 and maintained an Outperform rating, citing expected support from sustained premium growth, stable core underwriting margins, and ongoing share repurchases. Other firms like Citi and Morgan Stanley also increased their price targets after HIG reported strong fourth-quarter revenue of $7.3 billion and core earnings of $3.8 billion for the year. This performance was driven by strong results in Business Insurance, improved profitability in Personal Insurance, and solid margins in Employee Benefits.
Keefe Bruyette Raises its Price Target on The Hartford Insurance Group (HIG) to $163 and Maintains an Outperform Rating
Keefe Bruyette raised its price target for The Hartford Insurance Group (HIG) to $163 from $160 and maintained an "Outperform" rating, citing sustained premium growth, stable underwriting margins, and ongoing share repurchases. Other firms like Citi and Morgan Stanley also increased their price targets following the company's strong fourth-quarter earnings report, which showed revenue of $7.3 billion. The Hartford's CEO, Christopher Swift, highlighted core earnings of $3.8 billion and a 19.4% core ROE for the year, driven by strong performance across its various insurance segments.
Candriam S.C.A. Increases Stake in The Travelers Companies, Inc. $TRV
Candriam S.C.A. significantly increased its holdings in The Travelers Companies, Inc. by 750.4% during the third quarter, now owning 171,694 shares valued at $47.94 million. Other hedge funds also modified their positions. Wall Street analysts have issued mixed ratings on TRV, with a consensus "Hold" rating and an average price target of $303.00.
Canada Post Corp Registered Pension Plan Increases Position in The Hartford Insurance Group, Inc. $HIG
Canada Post Corp Registered Pension Plan significantly increased its stake in The Hartford Insurance Group (NYSE:HIG) by 252.7% in Q3, now holding 24,540 shares valued at $3.245 million. Despite high institutional ownership at 93.42% and positive analyst price target revisions, company insiders, including CEO Christopher Swift and CFO Beth Ann Costello, have been net sellers, disposing of approximately $46.6 million worth of shares. Analysts currently rate HIG as a "Moderate Buy" with an average price target of $148.13.
Diamond Hill Capital Management Inc. Trims Position in The Hartford Insurance Group, Inc. $HIG
Diamond Hill Capital Management Inc. significantly reduced its stake in The Hartford Insurance Group (HIG) by 48.6% in the third quarter, selling over 900,000 shares. Despite this, other institutional investors have recently increased their holdings in HIG. The company has received a "Moderate Buy" consensus rating from analysts, with several price target increases following strong Q4 earnings, although there has been notable insider selling by executives.
The Hanover Insurance Group, Inc. $THG Shares Sold by Federated Hermes Inc.
Federated Hermes Inc. significantly reduced its stake in The Hanover Insurance Group (THG) by 69.5%, selling over 7,000 shares, though institutional ownership remains high at 86.6% due to other major institutional investments. The insurance provider exceeded quarterly EPS expectations, raised its quarterly dividend, and despite some insider selling by executives, analysts maintain a "Moderate Buy" rating with a consensus price target of $199.00.
CNA Financial (CNA) Reports Earnings Tomorrow: What To Expect
CNA Financial (CNA) is set to announce its earnings results, with analysts expecting revenue to grow 2.6% year-on-year to $3.82 billion and adjusted earnings of $1.34 per share. The company has a mixed history of meeting revenue estimates and its shares have been performing well, up 7.5% over the last month, against a flat trend in the broader property & casualty insurance segment. The article also touches on peer performance and an analyst price target for CNA.
Hartford Insurance Group (NYSE:HIG) jumps 5.6% this week, though earnings growth is still tracking behind five-year shareholder returns
Hartford Insurance Group (HIG) shares rose 5.6% this week, contributing to a 187% increase over the past five years. The company's earnings per share (EPS) grew at an average of 24% annually over the same period, closely matching its share price growth. When considering dividends, the total shareholder return (TSR) for HIG over five years was even higher at 219%, indicating strong performance despite EPS growth tracking behind the TSR.
Kemper Corporation Just Missed Earnings - But Analysts Have Updated Their Models
Kemper Corporation's shares dropped 13% after its full-year report, as statutory earnings per share missed analyst forecasts by 25%, despite revenues being in line with estimates. Following these results, analysts have provided a weaker revenue outlook and a minor downgrade to EPS estimates for 2026, though the consensus price target remains unchanged at US$60.25. The company's revenues are expected to flatten by 2026, which would be an improvement compared to the past five years of decline, yet still slower than the broader industry.
Hartford Insurance Group’s (HIG) delivered strong earnings growth in Q4-2025
This article reports on Hartford Insurance Group's strong earnings growth in the fourth quarter of 2025. This performance indicates a positive financial trajectory for the company at the close of the year.
Hartford Insurance Group's (HIG) Delivered Strong Earnings Growth in Q4-2025
Hartford Insurance Group (HIG) reported strong Q4-2025 earnings, beating analyst expectations with an EPS of $4.06 and a 6.3% YoY revenue increase. This performance led to price target increases from Roth Capital and Wells Fargo, with analysts showing a median target price of $149, implying a 10.32% upside. The company's success was attributed to lower catastrophe losses, higher investment yields, and improved expense ratios.
Hartford Insurance Group’s (HIG) Delivered Strong Earnings Growth in Q4-2025
Hartford Insurance Group (HIG) reported strong Q4-2025 earnings, beating analyst expectations with an EPS of $4.06 and 6.3% year-over-year revenue growth. This performance led to target price increases from Roth Capital and Wells Fargo, with analysts generally rating the stock as a "Buy" with a median target price of $149. The company's success was attributed to lower catastrophe losses, higher investment yields, and improved expense ratios.
Is Hartford (HIG) Turning Better Profitability and Digital Distribution Into a Durable Competitive Edge?
The Hartford (HIG) recently reported strong Q4 2025 financial results, with significant revenue and net income growth, and has integrated with Centro Benefits Research to enhance digital distribution. This combination of improved profitability, disciplined underwriting, and technological partnerships strengthens its investment narrative. While the company's shares are rising and potentially undervalued, investors should consider various perspectives due to wide valuation estimates and ongoing risks like catastrophe exposure and competitive pressures.
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.
