HG Hamilton Insurance Group, Ltd.

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 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.

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 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 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.

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.