3 Reasons to Sell SIGI and 1 Stock to Buy Instead
This article recommends selling Selective Insurance Group (SIGI) due to its subpar EPS growth, limited book value per share expansion, and unimpressive return on equity compared to industry averages. While SIGI's valuation is reasonable, its shaky fundamentals present too much downside risk. Instead, the author suggests exploring "high-quality" stocks in the software and edge computing sectors that have demonstrated market-beating returns.
AXS Outperforms Industry, Trades Near 52-Week High: Time to Hold?
AXIS Capital Holdings Limited (AXS) has significantly outperformed its industry and the broader market, with its shares gaining 14% over the past year and trading near its 52-week high. The company demonstrates strong growth projections, attractive valuation, and an impressive dividend history, signaling potential for further appreciation. Analysts maintain an optimistic outlook for AXS, with an average target price suggesting a 20.5% upside.
Zacks Research Issues Negative Forecast for SIGI Earnings
Zacks Research has slightly cut its Q2 2026 EPS estimate for Selective Insurance Group (SIGI) to $1.74 and issued updated forecasts for FY2026–FY2028. Analyst coverage is mixed, with a consensus "Hold" rating and an average price target of $83.00, despite the company recently beating quarterly EPS estimates. Selective Insurance Group also declared a quarterly dividend of $0.43, marking a 2.0% yield.
Selective Insurance Group, Inc. (NASDAQ:SIGI) Receives Consensus Recommendation of "Hold" from Analysts
Seven research firms have issued a consensus "Hold" rating for Selective Insurance Group, Inc. (NASDAQ:SIGI), with an average 12-month price target of $83. The company recently exceeded quarterly EPS estimates, reported an 8.6% year-over-year revenue increase, and pays a quarterly dividend. Institutional investors hold approximately 82.9% of the shares, reflecting significant institutional confidence despite the "Hold" recommendation.
Community Financial System, Inc. Appoints Brenda M. Hall as New Independent Director
Community Financial System, Inc. (NYSE: CBU) has appointed Brenda M. Hall as a new independent director to its Board of Directors, effective March 1, 2026. Ms. Hall, former Executive Vice President and Chief Operating Officer at Selective Insurance Group, Inc., brings extensive C-suite experience in the property and casualty insurance industry. Her appointment aims to enhance the Board's expertise, particularly in supporting the company's expanding insurance services businesses.
Selective Insurance Group Flags 9%-10% Casualty Severity, Targets 2026 Margin Gains at BofA Conference
Selective Insurance Group (NASDAQ: SIGI) executives discussed their strategy for managing casualty severity and achieving margin improvements by 2026 at a Bank of America conference. The company is actively addressing social inflation and shifting claims patterns with deliberate reserving actions and aims for financial stability through precise pricing, technology investments, and a diversified portfolio mix. Selective expects to improve underwriting performance through rate increases, mix shifts, and expanding its geographic footprint while returning capital to shareholders via buybacks and dividends.
SELECTIVE INSURANCE GROUP INC SEC 10-K Report
Selective Insurance Group, Inc. (SIGI) has released its 2025 10-K report, detailing a year of significant financial growth, strategic expansion, and ongoing efforts to address industry challenges. The report highlights substantial increases in total revenue and net income, driven by improved underwriting performance and investment income. The company is focused on market diversification, technological innovation, and disciplined capital management, while also acknowledging risks such as market competition, regulatory changes, and catastrophic events.
Selective Insurance Group Insider Buying Aligns With Tighter Board Governance
A director at Selective Insurance Group (NasdaqGS:SIGI) recently increased their personal stake in the company through a share purchase, coinciding with board-approved amendments to the company's bylaws concerning director eligibility and leadership responsibilities. This combination of insider buying and governance updates has drawn attention from investors, as it suggests a focus on board quality and accountability. The article suggests investors should monitor future insider activity and company commentary, alongside upcoming financial conferences and evolving loss ratios.
Earnings Wrap-Up: Expanding Geographies. But First, Underwriting Profit at Selective
This article analyzes Selective Insurance's fourth-quarter and full-year 2025 financial results, focusing on their strategy to improve underwriting profitability while expanding their geographic footprint and E&S distribution capabilities. CEO John Marchioni detailed expected 2026 combined ratios and emphasized significant investments in technology, including AI, to enhance risk selection, pricing, and claims outcomes. Despite a projected short-term increase in the expense ratio due to these investments, the company anticipates long-term benefits in efficiency and decision-making.
AGF Management Ltd. Purchases New Holdings in Selective Insurance Group, Inc. $SIGI
AGF Management Ltd. has acquired a new position in Selective Insurance Group Inc. (NASDAQ: SIGI) during the third quarter, purchasing 42,528 shares valued at approximately $3.45 million, representing about 0.07% ownership. Selective Insurance Group reported strong quarterly earnings, beating analyst estimates with an EPS of $2.57 and revenue of $1.36 billion. The company maintains a "Hold" rating with an average analyst price target of $83.00, despite varying individual analyst recommendations.
Selective CEO, CFO to stream live from Bank of America finance event
Selective Insurance Group, Inc. (Nasdaq: SIGI) announced that its Chairman, President and CEO, John J. Marchioni, and EVP, CFO, Patrick Brennan, will speak at the Bank of America Securities 2026 Financial Services Conference. The live broadcast is scheduled for Tuesday, February 10, 2026, from 11:20 a.m. to 12:00 p.m. E.T., and will be accessible via their Investors page, with a replay available until May 8, 2026.
Selective to Speak at the Bank of America Securities 2026 Financial Services Conference
Selective Insurance Group, Inc. announced that its Chairman, President, and CEO, John J. Marchioni, along with EVP and CFO, Patrick Brennan, will speak at the Bank of America Securities 2026 Financial Services Conference. The presentation is scheduled for Tuesday, February 10, 2026, from 11:20 a.m. to 12:00 p.m. E.T. A live broadcast and replay will be available on the Investors page of Selective's website.
Selective Insurance reports stronger 2025 financial results
Selective Insurance Group announced strong financial results for 2025, showing improved underwriting performance and higher earnings. The company reported a significant improvement in its combined ratio and a substantial increase in net investment income, driven by favorable interest rate environments. Selective is positioned to continue its momentum in 2026, focusing on commercial lines and maintaining firm pricing while personal lines may see further tightening.
Selective Insurance Group (SIGI) Underwriting Improvement Challenges Cautious Earnings Narratives
Selective Insurance Group (SIGI) recently reported strong FY 2025 results with increased revenue, basic EPS, and an improved net profit margin and combined ratio, indicating firmer underwriting profitability. Despite a strong recent year, the company's five-year earnings history shows a decline, and future growth forecasts are modest compared to the broader U.S. market. The stock currently trades at a P/E of 11.1x, significantly below its DCF fair value, suggesting it may be undervalued given its recent profitability improvements.
Selective Insurance Group, Inc. (NASDAQ:SIGI) Q4 2025 Earnings Call Transcript
Selective Insurance Group, Inc. (NASDAQ:SIGI) reported strong Q4 and full-year 2025 results, with an ROE of 14.4% and operating ROE of 14.2%. The company delivered a 93.8% combined ratio in Q4, and a full-year combined ratio of 97.2%, driven by underwriting profitability initiatives. Selective also strengthened reserves, particularly in commercial auto, and provided 2026 guidance including a GAAP combined ratio between 96.5% and 97.5% and an operating ROE in the 14% range, emphasizing ongoing investments in technology and strategic growth.
Mutual of America Capital Management LLC Trims Stock Position in Selective Insurance Group, Inc. $SIGI
Mutual of America Capital Management LLC significantly reduced its stake in Selective Insurance Group Inc. (NASDAQ:SIGI) by 72.2% in Q3, selling 114,694 shares. Despite this, Selective Insurance Group reported strong Q4 earnings, surpassing analyst expectations with $2.57 EPS and revenues in line, and declared a quarterly dividend of $0.43 per share. The company currently holds a "Hold" rating from analysts with an average target price of $81.60.
Teacher Retirement System of Texas Has $1.94 Million Stock Position in Selective Insurance Group, Inc. $SIGI
The Teacher Retirement System of Texas significantly reduced its stake in Selective Insurance Group (NASDAQ:SIGI) by 68.6% in the third quarter, now holding 23,983 shares valued at approximately $1.94 million. This move comes as Selective Insurance Group reported strong Q4 earnings, beating analyst estimates with improved underwriting, record net premiums, and a declared quarterly dividend of $0.43 per share. Despite the positive earnings report, institutional investors own 82.88% of the company's stock, and analysts currently maintain a "Hold" rating with a consensus target price of $81.60.
Selective Insurance Group Q4 2025 Earnings Beat Analyst Forecasts | SIGI - News and Statistics
Selective Insurance Group Inc. (SIGI) reported strong fourth-quarter 2025 earnings, surpassing analyst expectations. The company announced net income of $155.2 million, or $2.52 per share, with adjusted earnings of $2.57 per share, beating the average analyst estimate of $2.24 per share. Revenue for the period was $1.36 billion, with adjusted revenue matching Street forecasts at $1.37 billion.
Selective Insurance Group reports Q4 FY25 results with higher revenues and profitability
Selective Insurance Group (NASDAQ: SIGI) reported strong financial results for Q4 FY25 and the full year 2025, with increased revenues and profitability, and improved underwriting metrics. The company saw higher net income and combined ratio improvements, driven by disciplined underwriting and pricing actions. Selective has also provided positive guidance for 2026, including targets for combined ratio and net investment income.
Selective Insurance Group shares rise after Q4 2025 results
Selective Insurance Group (NASDAQ: SIGI) saw its shares rise by 3.33% after reporting strong fourth-quarter and full-year 2025 results. The company's Q4 revenues increased by 9% year-over-year, and net income available to common stockholders surged by 64%. For the full year, both revenues and profitability improved, with the combined ratio also showing significant betterment.
Selective Insurance Group, Inc. Plans Quarterly Dividend of $0.43 (NASDAQ:SIGI)
Selective Insurance Group, Inc. (NASDAQ:SIGI) has declared a quarterly dividend of $0.43 per share, payable on March 2nd to shareholders of record as of February 13th. This dividend represents an annualized payment of $1.72 and a yield of 2.1%, marking the company's 11th consecutive year of dividend increases. The announcement follows the company's recent earnings beat, reporting $2.57 EPS against a consensus of $2.24, with revenue up 8.6% year-over-year.
Will Selective Insurance Group's (SIGI) Strong Q4 EPS and Dividends Shift Its Investment Narrative?
Selective Insurance Group (SIGI) reported strong Q4 2025 results with increased revenue and net income, leading to a higher diluted EPS of US$2.52. The company also reaffirmed its quarterly dividends for both common and preferred stock, indicating management's confidence in its cash flows. While the strong earnings reinforce the company's narrative as a well-managed property and casualty insurer, investors are still debating the sustainability of this strength and its exposure to insurance cycles and catastrophe risks.
Selective Insurance Group's (NASDAQ:SIGI) Q4 CY2025 Earnings Results: Revenue In Line With Expectations
Selective Insurance Group (NASDAQ:SIGI) reported Q4 CY2025 earnings, with revenue of $1.36 billion aligning with Wall Street expectations, an 8.6% increase year-on-year. The company's non-GAAP profit of $2.57 per share surpassed analyst estimates by 17.7%. Despite a miss on book value per share, the strong operating ROE of 14.2% for 2025 and 18% increase in book value per share were highlighted by the CEO as indicators of disciplined execution.
Selective Insurance: Fourth Quarter Earnings Overview
Selective Insurance Group reported strong fourth-quarter financial results, with net income reaching $155.2 million and adjusted earnings per share of $2.57, exceeding analysts' expectations of $2.24 per share. The company's revenue for the quarter was $1.36 billion, with adjusted revenue of $1.37 billion. For the full year, Selective Insurance achieved a profit of $466.4 million ($7.49 per share) on $5.33 billion in revenue.
Selective Insurance: Q4 Earnings Snapshot
Selective Insurance Group Inc. (SIGI) reported strong fourth-quarter earnings of $155.2 million, or $2.52 per share, surpassing Wall Street expectations. Adjusted earnings per share were $2.57, well above analyst estimates of $2.24. The company's adjusted revenue of $1.37 billion also met Street forecasts.
Selective Insurance Group (SIGI) Reports Earnings Tomorrow: What To Expect
Selective Insurance Group (SIGI) is set to announce its earnings results tomorrow after market close. Analysts anticipate an 8.5% year-on-year revenue growth to $1.36 billion and adjusted earnings of $2.18 per share. The company has missed revenue estimates in five of the last eight quarters, and its stock has underperformed peers in the property & casualty insurance segment recently.
Exploring Selective Insurance Gr's Earnings Expectations
Selective Insurance Gr (NASDAQ: SIGI) is set to release its quarterly earnings report on January 29, 2026, with analysts anticipating an EPS of $2.21. The company's recent financial performance shows a positive revenue trend but lags behind industry peers in revenue growth, net margin, return on equity, and return on assets, while also carrying a higher debt-to-equity ratio. Despite a "Neutral" consensus analyst rating and a modest 1.4% potential upside based on an average price target of $81.75, long-term shareholders are likely bearish given the stock's 1.29% decline over the past 52 weeks.
Selective Insurance Group (SIGI) Reports Earnings Tomorrow: What To Expect
Selective Insurance Group (SIGI) is set to announce its earnings results, with analysts expecting an 8.5% year-on-year revenue increase to $1.36 billion and adjusted earnings of $2.18 per share. The company has missed Wall Street's revenue estimates multiple times in the past two years, and its stock has underperformed the property & casualty insurance segment recently. Selective Insurance Group is heading into earnings with an average analyst price target of $83.71, slightly above its current share price.
Selective Insurance Group (SIGI) Reports Earnings Tomorrow: What To Expect
Selective Insurance Group (NASDAQ: SIGI) is set to release its earnings this Thursday after market close. Analysts anticipate an 8.5% year-on-year revenue growth to $1.36 billion and adjusted earnings of $2.18 per share. The company has missed Wall Street's revenue estimates multiple times in the past two years, and the property & casualty insurance sector has generally underperformed recently.
Trading the Move, Not the Narrative: (SIGIP) Edition
This article analyzes Selective Insurance Group Inc. Depositary Shares (SIGIP), noting a full alignment in neutral sentiment and favoring a wait-and-see approach. It highlights an exceptional 14.4:1 risk-reward setup targeting a 4.2% gain against 0.3% risk. The piece outlines three distinct AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored to different risk profiles and holding periods, supported by multi-timeframe signal analysis.
Vest Financial LLC Buys New Shares in Selective Insurance Group, Inc. $SIGI
Vest Financial LLC recently acquired a new position of 18,257 shares, valued at approximately $1.48 million, in Selective Insurance Group (NASDAQ:SIGI) during the third quarter. This move is part of broader institutional investor activity, with hedge funds and other large investors collectively owning around 82.88% of the company's stock. Selective Insurance Group reported strong Q3 earnings, beating analyst expectations with $1.75 EPS and revenue of $1.36 billion.
Selective Insurance Group, Inc. (NASDAQ:SIGI) Given Consensus Rating of "Hold" by Analysts
Analysts have given Selective Insurance Group, Inc. (NASDAQ:SIGI) a consensus "Hold" rating, with an average 12-month price target of $81.60. The company recently reported strong Q3 earnings, beating analyst expectations with $1.75 EPS and 9.3% year-over-year revenue growth. Institutional investors hold a significant stake in SIGI, with AQR Capital Management notably increasing its position.
Lemonade, First American Financial, Selective Insurance Group, Fidelity National Financial, and Jackson Financial Shares Are Falling, What You Need To Know
Shares of several insurance companies, including Lemonade, First American Financial, Selective Insurance Group, Fidelity National Financial, and Jackson Financial, experienced declines following a drop in the Dow Jones Industrial Average. This market movement reflected lingering uncertainty, despite a relief rally induced by President Donald Trump's decision to back off tariff threats against European allies. Lemonade's shares, while down, also saw significant volatility, including a recent 13.1% gain after launching a new insurance product for Tesla vehicles with Full Self-Driving technology.
Lemonade, First American Financial, Selective Insurance Group, Fidelity National Financial, and Jackson Financial Shares Are Falling, What You Need To Know
Shares of Lemonade, First American Financial, Selective Insurance Group, Fidelity National Financial, and Jackson Financial fell in the afternoon session after the Dow Jones Industrial Average dropped, reflecting market uncertainty. This decline followed a volatile week where stocks initially saw relief as President Donald Trump eased tariff threats with European allies, a move that prompted a relief rally. Despite recovery in major indexes, underlying geopolitical risks and market volatility remain concerns for investors.
Is Rising Cost Pressure And Softer Book Value Growth Altering The Investment Case For Selective Insurance (SIGI)?
Selective Insurance Group (SIGI) has seen rising costs outpace revenue growth over the past five years, resulting in a deterioration of its combined ratio and less profitable sales. This trend, coupled with moderate book value per share growth below industry standards, raises questions about the company's efficiency and prompts investors to monitor upcoming financial results for signs of profitability stabilization. The market's current valuation does not fully reflect these concerns, creating a need for investors to carefully assess the potential long-term impacts on capital returns.
Massachusetts Financial Services Co. MA Sells 14,994 Shares of Selective Insurance Group, Inc. $SIGI
Massachusetts Financial Services Co. MA reduced its stake in Selective Insurance Group Inc. (NASDAQ: SIGI) by 2.8%, selling 14,994 shares, but still holds 0.86% ownership valued at $41.9 million. Institutional ownership of SIGI remains high at 82.88%, with several funds making position adjustments in Q3. Analysts currently rate SIGI as a "Hold" with an average target price of $81.60.
Selective Insurance Group (SIGI) Expected to Announce Earnings on Thursday
Selective Insurance Group (SIGI) is scheduled to announce its Q4 2025 results after market close on Thursday, January 29th, with analysts expecting $2.15 EPS and $1.3611 billion in revenue. The company previously exceeded estimates in Q3 2025 with $1.75 EPS and 9.3% year-over-year revenue growth. Shares currently trade around $82.83, and analysts generally hold a "Hold" rating with an average price target of $81.60.
New Jersey office market ‘quietly stabilizing’ amid upward demand, declining subleases
The New Jersey office market is showing signs of stabilization with declining vacancy rates and increased demand for high-end spaces. Net absorption was positive in the fourth quarter of 2025, leading to the lowest vacancy level since early 2023, while a decrease in sublease space also contributes to the market's recovery. This trend is driven by a "flight-to-quality" as companies prioritize efficient, amenity-rich buildings, and older, vacant properties are increasingly being redeveloped for alternative uses.
RBC Capital Reaffirms Their Buy Rating on Selective Insurance Group (SIGI)
RBC Capital maintained a Buy rating on Selective Insurance Group (SIGI) with a $95.00 price target, following an analyst's report. The company reported strong quarterly revenue and net profit growth, and corporate insider sentiment is positive with recent insider buying activity. Other analysts have also issued ratings on SIGI, ranging from Buy to Hold.
Selective Insurance Group (NASDAQ:SIGI) Share Price Passes Above Two Hundred Day Moving Average - Here's Why
Selective Insurance (NASDAQ:SIGI) has seen its share price move above its 200-day moving average. The company recently reported strong quarterly earnings, beating analyst expectations for EPS and revenue, and increased its quarterly dividend. Institutional investors have also shown increased interest, with significant stake increases from firms like AQR and Franklin.
(SIGIP) Volatility Zones as Tactical Triggers
This article provides an AI-driven analysis of Selective Insurance Group Inc. Depositary Shares (NASDAQ: SIGIP), indicating a neutral sentiment across all time horizons with a mid-channel oscillation pattern. It outlines an exceptional risk-reward short setup and details institutional trading strategies, including long, breakout, and risk hedging, complete with entry, target, and stop loss zones. The analysis also offers multi-timeframe signal analysis and real-time AI-generated signals for tactical trading.
Selective Insurance Schedules Earnings Release and Conference Call to Announce Fourth Quarter 2025 Results
Selective Insurance Group, Inc. (Nasdaq: SIGI) announced it will release its fourth-quarter 2025 financial results on Thursday, January 29, 2026, after market close. A conference call to discuss these results will be held on Friday, January 30, 2026, at 8:00 AM ET and will be webcast live on the company's website. The company is rated "A+" (Superior) by AM Best and offers a range of insurance products through independent agents.
Selective Insurance Schedules Earnings Release and Conference Call to Announce Fourth Quarter 2025 Results
Selective Insurance Group, Inc. (Nasdaq: SIGI) has announced that it will release its fourth-quarter 2025 financial results on Thursday, January 29, 2026, after market close. A conference call to discuss these results will be held on Friday, January 30, 2026, at 8:00 AM ET, which will also be webcast live on Selective's website. Selective Insurance Group is a holding company for property and casualty insurance companies, recognized for its financial strength and workplace environment.
Tributary Capital Management LLC Raises Stock Holdings in Selective Insurance Group, Inc. $SIGI
Tributary Capital Management LLC significantly increased its stake in Selective Insurance Group, Inc. (NASDAQ:SIGI) by 91.2% in the third quarter, now owning 552,650 shares valued at approximately $44.8 million. This makes SIGI its ninth-largest holding, representing 2.1% of its investment portfolio. Despite mixed Wall Street sentiment with a consensus "Hold" rating, Selective Insurance Group has shown strong financial performance, beating EPS estimates, increasing revenue by 9.3% year-over-year, and hiking its quarterly dividend to $0.43 per share.
Vaughan Nelson Investment Management L.P. Has $88.32 Million Stock Holdings in Selective Insurance Group, Inc. $SIGI
Vaughan Nelson Investment Management L.P. has reduced its stake in Selective Insurance Group, selling 61,195 shares but still holding 1,089,467 shares valued
Keefe, Bruyette & Woods Issues Pessimistic Forecast for Selective Insurance Group (NASDAQ:SIGI) Stock Price
Keefe, Bruyette & Woods has lowered its price target for Selective Insurance Group (NASDAQ:SIGI) to $81 from $82, maintaining a "market perform" rating and indicating a potential downside of 3.65%. The consensus among analysts is a "Hold" with an average target price of $81.60. Despite the pessimistic forecast, Selective Insurance Group recently beat quarterly EPS expectations and reported a 9.3% year-over-year revenue growth.
With 88% institutional ownership, Selective Insurance Group, Inc. (NASDAQ:SIGI) is a favorite amongst the big guns
Selective Insurance Group, Inc. (NASDAQ:SIGI) is heavily owned by institutional investors, who collectively hold 88% of the company's shares. This significant institutional investment suggests confidence in the company's future, as 10 major shareholders account for 51% ownership, led by BlackRock, Inc. and The Vanguard Group, Inc. Insiders own less than 1% but have been buying recently, while the general public holds an 11% stake.
With 88% institutional ownership, Selective Insurance Group, Inc. (NASDAQ:SIGI) is a favorite amongst the big guns
Institutional investors hold a significant 88% ownership in Selective Insurance Group, Inc. (NASDAQ:SIGI), indicating their strong influence over the company's share price and a vote of confidence in its future. The top 10 shareholders collectively own about 51% of the company, with BlackRock, Inc., The Vanguard Group, Inc., and FMR LLC being the largest individual institutional holders. Despite this, insiders own less than 1%, while the general public holds an 11% stake in the company.
With 88% institutional ownership, Selective Insurance Group, Inc. (NASDAQ:SIGI) is a favorite amongst the big guns
Selective Insurance Group, Inc. (NASDAQ:SIGI) is heavily owned by institutional investors, holding 88% of its shares, which gives them significant influence over the company's stock price. BlackRock, The Vanguard Group, and FMR LLC are among the largest shareholders, collectively accounting for a substantial portion of the company's stock. While institutional ownership signals confidence, the article notes the general public holds an 11% stake, and insiders own less than 1% of the large company.
Boston Trust Walden Corp Trims Position in Selective Insurance Group, Inc. $SIGI
Boston Trust Walden Corp significantly reduced its stake in Selective Insurance Group by 44.4% in the third quarter of 2025, selling 492,422 shares and now holding 617,500 shares. Meanwhile, other institutional investors like AQR Capital Management and Norges Bank increased or initiated substantial positions in the insurance provider. Selective Insurance Group reported strong Q3 earnings, beating analyst estimates, increased its quarterly dividend, and maintains a market cap of $5.11 billion.
