Hamilton Insurance Group, Ltd.

Hamilton Insurance Group, Ltd.

HG·NYSE

$28.80

-0.40%
Financial ServicesInsurance - Reinsurance

Hamilton Insurance Group, Ltd., through its subsidiaries, engages in underwriting specialty insurance and reinsurance risks in Bermuda and internationally. The company offers casualty reinsurance products, such as commercial motor, general liability, healthcare, multiline, personal motor, professional liability, umbrella and excess casualty, and worker's compensation and employer's liability reinsurance; property treaty reinsurance; and specialty reinsurance solutions, including accident and health, aviation, crisis management, financial lines, marine and energy, multiline specialty, and satellite reinsurance. It also provides accident and health, cyber, excess energy, environmental, financial lines, fine art and specie, kidnap and ransom, M&A, marine and energy liability, political risk, professional liability, property binders, property D&F, space, upstream energy, general and excess casualty, war and terrorism, allied medical, management liability, medical professionals, products liability and contractors, and small business casualty insurance plans. The company was incorporated in 2013 and is based in Pembroke, Bermuda with additional locations in Dublin, Ireland; London, United Kingdom; Miami, Florida; New York, New York; and Glen Allen, Virginia.

At a Glance

Live Snapshot
Market Cap$2.87B
EPS5.6800
P/E Ratio5.07
Earnings Date08/05/2026
hg

Hamilton Insurance Group, Ltd. Street Expectations Map

HG · NYSE

Wall Street analysts project that HG stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 31.20, with estimates ranging from a low of 26.00 to a high of 35.00.

Lowest Target
26.00
-9.72%
Consensus Target
31.20
8.33%
Highest Target
35.00
21.53%

The consensus 1-year price target stands at 31.20, with estimates ranging from a low of 26.00 to a high of 35.00.

Analyst Consensus Analysis

Upside Potential

+8.3%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

28.8% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

2.21x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Hamilton Insurance Group, Ltd. Forward Estimates of Revenue

HG · NYSE
Latest Revenue
2.74B
FY 2025
Avg Estimate
2.98B
FY 2026
Estimate Range
2.80B - 3.12B
Analyst Spread

Forward Growth Analysis

Projected Growth+8.8%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Hamilton Insurance Group, Ltd. Forward Estimates of Net Income

HG · NYSE
Latest Net Income
576.67M
FY 2025
Avg Estimate
457.92M
FY 2026
Estimate Range
441.17M - 474.67M
Analyst Spread

Forward Growth Analysis

Projected Growth-20.6%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Hamilton Insurance Group, Ltd. Forward Estimates of EPS

HG · NYSE
Latest EPS
5.68
FY 2025
Avg Estimate
$4.51
FY 2026
Estimate Range
$4.35 - $4.68
Analyst Spread

Forward Growth Analysis

Projected Growth-20.5%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Hamilton Insurance Group, Ltd. Forward Estimates of EBIT

HG · NYSE
Latest EBIT
845.09M
FY 2025
Avg Estimate
566.03M
FY 2026
Estimate Range
530.71M - 591.61M
Analyst Spread

Forward Growth Analysis

Projected Growth-33.0%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Hamilton Insurance Group, Ltd. Forward Estimates of EBITDA

HG · NYSE
Latest EBITDA
861.02M
FY 2025
Avg Estimate
591.36M
FY 2026
Estimate Range
554.46M - 618.08M
Analyst Spread

Forward Growth Analysis

Projected Growth-31.3%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Hamilton Insurance Group, Ltd. Forward Estimates of SG&A Expense

HG · NYSE
Latest SG&A Expense
278.91M
FY 2025
Avg Estimate
123.65M
FY 2026
Estimate Range
115.94M - 129.24M
Analyst Spread

Forward Growth Analysis

Projected Growth-55.7%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Hamilton Insurance Group, Ltd. Insider Positioning

HG · NYSE

During the last 12 months, insiders have purchased $3K and sold $6.80M worth of HG shares, resulting in $6.79M of net selling activity.

3 Months

Bought

99

3.07K

Sold

70.1K

2.22M

Net Activity

-2.2M

-$2.22M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

18.4K

480.64K

Net Activity

-481K

-$481K

9-12 Months

Bought

0

0.00

Sold

172.0K

4.09M

Net Activity

-4.1M

-$4.09M

Top Buyers

1
CBE

Cooper Bradley E

Director

99 shares1 transactions

$3K

Top Sellers

1
GMJ

Graves Megan Jane

Officer: Ceo, Hamilton Re

100.0K shares2 transactions

$2.35M

2
BDA

Brown David A

Director

50.0K shares2 transactions

$1.60M

3
BKD

Bernhard Keith Donald

Officer: Group Chief Audit Officer

47.0K shares1 transactions

$1.15M

4
BAJ

Baker Alexander James

Officer: Ceo, Hamilton Global Specialty

24.4K shares2 transactions

$623K

5
KV

Krishnamoorthy Venkatanarayanan

Officer: Group Cto And Group Cdo

19.0K shares1 transactions

$456K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $6.79M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$2.22M

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.