Hamilton Insurance Group (HG) Stock Overview
Through its subsidiaries, operates as specialty insurance and reinsurance company in Bermuda and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 0/6 |
| Past Performance | 6/6 |
| Financial Health | 4/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
No risks detected for HG from our risk checks.
HG Community Fair Values
Create NarrativeSee what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Hamilton Insurance Group, Ltd. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$30.68 |
| 52 Week High | US$33.72 |
| 52 Week Low | US$18.76 |
| Beta | 0.70 |
| 1 Month Change | 0.39% |
| 3 Month Change | 3.30% |
| 1 Year Change | 51.28% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 104.53% |
Recent News & Updates
Narrative Update • May 06
HG: Sidecar Capacity And Capital Returns Will Shape Future Shareholder Outcomes
Analysts have nudged their price target on Hamilton Insurance Group slightly higher to about $33.29, reflecting updated assumptions around revenue, profit margins and future P/E multiples in their valuation work. What's in the News Hamilton Insurance Group established a casualty reinsurance sidecar to provide dedicated underwriting capacity for its casualty reinsurance portfolio, with projected ceded premium of about $300 million over the life of the structure.Seeking Alpha • May 03
Hamilton Insurance: Rally Has Largely Closed The Valuation Gap (Rating Downgrade)
Summary Hamilton Insurance Group (HG) delivered strong Q1 results, with EPS of $1.64, driven by improved underwriting and a favorable catastrophe environment. HG's differentiated, barbelled investment portfolio—combining low-risk fixed income and liquid absolute return strategies—has insulated it from sector-wide private credit concerns. Management is prioritizing margins over growth, ceding more premiums to reinsurers and returning capital via special dividends and buybacks. I maintain a 'hold' rating on HG, with shares near fair value (~$33–34), and would consider adding below $30. Read the full article on Seeking AlphaNarrative Update • Apr 20
HG: Sidecar Expansion And Capital Returns Will Shape Measured Future Return Potential
Analysts have inched their price target for Hamilton Insurance Group up from $32.86 to $33.00, citing updated assumptions for revenue growth, profit margins and future P/E that fine tune, rather than overhaul, their earlier view. What's in the News Hamilton Insurance Group established a casualty reinsurance sidecar to provide dedicated underwriting capacity for its casualty reinsurance portfolio, with ceded premium over the life of the structure projected at about $300 million, supported by investor capital from Sixth Street.Narrative Update • Apr 05
HG: Special Dividend And Completed Buybacks Will Support Measured Future Return Potential
Analysts kept their $32.86 price target for Hamilton Insurance Group unchanged, citing stable assumptions for the discount rate, revenue growth, profit margin, and future P/E as the basis for maintaining their view. What's in the News Completed share repurchase of 293,981 shares between October 1, 2025 and December 31, 2025, representing 0.3% of shares, for $7.67 million under the existing buyback program (Key Developments).Recent updates
Narrative Update • May 06
HG: Sidecar Capacity And Capital Returns Will Shape Future Shareholder Outcomes
Analysts have nudged their price target on Hamilton Insurance Group slightly higher to about $33.29, reflecting updated assumptions around revenue, profit margins and future P/E multiples in their valuation work. What's in the News Hamilton Insurance Group established a casualty reinsurance sidecar to provide dedicated underwriting capacity for its casualty reinsurance portfolio, with projected ceded premium of about $300 million over the life of the structure.Seeking Alpha • May 03
Hamilton Insurance: Rally Has Largely Closed The Valuation Gap (Rating Downgrade)
Summary Hamilton Insurance Group (HG) delivered strong Q1 results, with EPS of $1.64, driven by improved underwriting and a favorable catastrophe environment. HG's differentiated, barbelled investment portfolio—combining low-risk fixed income and liquid absolute return strategies—has insulated it from sector-wide private credit concerns. Management is prioritizing margins over growth, ceding more premiums to reinsurers and returning capital via special dividends and buybacks. I maintain a 'hold' rating on HG, with shares near fair value (~$33–34), and would consider adding below $30. Read the full article on Seeking AlphaNarrative Update • Apr 20
HG: Sidecar Expansion And Capital Returns Will Shape Measured Future Return Potential
Analysts have inched their price target for Hamilton Insurance Group up from $32.86 to $33.00, citing updated assumptions for revenue growth, profit margins and future P/E that fine tune, rather than overhaul, their earlier view. What's in the News Hamilton Insurance Group established a casualty reinsurance sidecar to provide dedicated underwriting capacity for its casualty reinsurance portfolio, with ceded premium over the life of the structure projected at about $300 million, supported by investor capital from Sixth Street.Narrative Update • Apr 05
HG: Special Dividend And Completed Buybacks Will Support Measured Future Return Potential
Analysts kept their $32.86 price target for Hamilton Insurance Group unchanged, citing stable assumptions for the discount rate, revenue growth, profit margin, and future P/E as the basis for maintaining their view. What's in the News Completed share repurchase of 293,981 shares between October 1, 2025 and December 31, 2025, representing 0.3% of shares, for $7.67 million under the existing buyback program (Key Developments).Narrative Update • Mar 22
HG: Special Dividend And Completed Buybacks Will Support Stronger Future Upside Potential
Analysts have nudged their price target for Hamilton Insurance Group slightly higher to $32.86 from $32.57. This reflects updated assumptions around fair value and a modestly adjusted future P/E multiple.Narrative Update • Mar 08
HG: Special Dividend And Completed Buybacks Will Support Higher Future Upside Potential
Analysts have adjusted their price target on Hamilton Insurance Group to $32.57 from $30.93. The revision reflects updated views on fair value, profit margins, revenue growth expectations, and forward P/E assumptions.Narrative Update • Feb 22
HG: Special Dividend And Completed Buybacks Will Support Steady Fair Value Outlook
Analysts now place Hamilton Insurance Group's fair value around $30.93 per share, up from about $30.07. This reflects updated views on revenue growth, profit margins, and future P/E assumptions.Narrative Update • Feb 08
HG: Steady Margins And Buybacks Will Support Fairly Valued Outlook
Analysts have nudged their price target for Hamilton Insurance Group slightly higher to around US$30.07. This reflects modest tweaks to assumptions on discount rate, long term revenue growth, profit margin and future P/E that leave their overall valuation view largely unchanged.Narrative Update • Jan 24
HG: Expanded Buybacks And Steady Margins Will Shape Future Performance
Analysts have raised their price target on Hamilton Insurance Group by about $0.86 per share to $30.07, reflecting updated views on fair value, margins and forward P/E assumptions. What's in the News From July 1, 2025 to September 30, 2025, Hamilton Insurance Group repurchased 1,779,782 shares (about 1.78% of its shares) for US$40.45 million under its existing buyback program.Narrative Update • Jan 08
HG: Expanded Buybacks And Stable Outlook Will Guide Future Performance
Analysts have nudged their price target on Hamilton Insurance Group higher to about US$29.21 from roughly US$28.93, reflecting updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News From July 1, 2025 to September 30, 2025, Hamilton Insurance Group repurchased 1,779,782 shares, about 1.78% of its shares, for US$40.45 million under its existing buyback plan (Key Developments).Narrative Update • Dec 19
HG: Expanded Buybacks And Modest Profit Outlook Will Shape Future Performance
Analysts have modestly raised their price target on Hamilton Insurance Group to approximately $28.93 from about $28.79, citing a slightly higher projected profit margin and marginally richer future valuation multiples, despite a small reduction in expected revenue growth. What's in the News From July 1, 2025 to September 30, 2025, Hamilton Insurance Group repurchased 1,779,782 shares, about 1.78% of its outstanding stock, for $40.45 million, bringing total buybacks under its current program to 5,414,027 shares, or 5.35%, for $113.82 million (company filing).Narrative Update • Dec 04
HG: Expanded Buybacks And Margin Pressures Will Shape Future Performance
Analysts have modestly raised their price target on Hamilton Insurance Group to approximately $28.79 per share from $28.50. This reflects slightly stronger projected revenue growth that more than offsets a marginally lower profit margin and a higher expected future price to earnings multiple.Narrative Update • Nov 20
HG: Share Buybacks And Profit Margin Risks Will Shape Outlook Ahead
Analysts have raised their price target for Hamilton Insurance Group from $27.14 to $28.50, citing improved revenue growth projections, even though there is a modest decrease in the expected profit margin. What's in the News Hamilton Insurance Group completed the repurchase of 1,779,782 shares for $40.45 million between July 1, 2025 and September 30, 2025.Narrative Update • Nov 05
HG: Price Strength Will Likely Continue As Financial Metrics Remain Solid
Analysts have maintained their price target for Hamilton Insurance Group at $27.14, with stable expectations across key financial metrics and no significant changes in company outlook. Valuation Changes Fair Value remains unchanged at $27.14.Narrative Update • Oct 22
Analysts Lift Target Price for Hamilton Insurance Group Amid Improved Margins and Ongoing Share Buybacks
Analysts have raised their price target for Hamilton Insurance Group from $26.43 to $27.14. They cited improved profit margins, even though revenue growth projections are slightly lower.Narrative Update • Oct 08
Digital Transformation And Globalization Will Expand Specialty Markets
Analysts have raised their price target for Hamilton Insurance Group from $25.43 to $26.43 per share, citing incremental improvements in profit margin estimates, even with slightly lower projected revenue growth. What's in the News From April 1, 2025 to August 6, 2025, Hamilton Insurance Group repurchased 2,352,945 shares, representing 2.31% of its outstanding shares, for $50.04 million (Key Developments).Narrative Update • Sep 05
Digital Transformation And Globalization Will Expand Specialty Markets
With both future P/E and consensus revenue growth forecasts holding steady, analysts have left their fair value estimate for Hamilton Insurance Group unchanged at $25.43. What's in the News Hamilton Insurance Group repurchased 2,352,945 shares for $50.04 million, representing 2.31% of shares outstanding, from April 1 to August 6, 2025.Analysis Article • Apr 04
Here's Why We Think Hamilton Insurance Group (NYSE:HG) Is Well Worth Watching
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analysis Article • Feb 12
Hamilton Insurance Group, Ltd.'s (NYSE:HG) P/S Is On The Mark
There wouldn't be many who think Hamilton Insurance Group, Ltd.'s ( NYSE:HG ) price-to-sales (or "P/S") ratio of 0.9x...
New Narrative • Nov 10
Rating Upgrade Boosts Reinsurance Growth But Market Risks Loom Over Profit Margins
Strong market discipline and improved A.M. Best rating enhance growth potential by driving revenue in reinsurance and insurance markets.Analysis Article • Sep 26
Investors Still Waiting For A Pull Back In Hamilton Insurance Group, Ltd. (NYSE:HG)
With a median price-to-sales (or "P/S") ratio of close to 1x in the Insurance industry in the United States, you could...Shareholder Returns
| HG | US Insurance | US Market | |
|---|---|---|---|
| 7D | -6.4% | -1.5% | 3.2% |
| 1Y | 51.3% | -9.8% | 31.0% |
Return vs Industry: HG exceeded the US Insurance industry which returned -9.8% over the past year.
Return vs Market: HG exceeded the US Market which returned 31% over the past year.
Price Volatility
| HG volatility | |
|---|---|
| HG Average Weekly Movement | 4.3% |
| Insurance Industry Average Movement | 4.4% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: HG has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: HG's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2013 | 600 | Pina Albo | www.hamiltongroup.com |
Hamilton Insurance Group, Ltd., through its subsidiaries, operates as specialty insurance and reinsurance company in Bermuda and internationally. It operates Hamilton Global Specialty, Hamilton Select, and Hamilton Re underwriting platforms. The company offers casualty reinsurance products, such as commercial auto, general liability, healthcare, multiline, personal motor, professional liability, umbrella and excess casualty, and worker’s compensation and employer’s liability reinsurance; property reinsurance and insurance; and specialty reinsurance solutions, including accident and health, aviation and space, crisis management, mortgage, financial risks, marine and energy, and multiline specialty.
Hamilton Insurance Group, Ltd. Fundamentals Summary
| HG fundamental statistics | |
|---|---|
| Market cap | US$3.00b |
| Earnings (TTM) | US$629.34m |
| Revenue (TTM) | US$2.89b |
4.8x
P/E Ratio1.1x
P/S RatioIs HG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| HG income statement (TTM) | |
|---|---|
| Revenue | US$2.89b |
| Cost of Revenue | US$1.72b |
| Gross Profit | US$1.17b |
| Other Expenses | US$542.24m |
| Earnings | US$629.34m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 6.34 |
| Gross Margin | 40.48% |
| Net Profit Margin | 21.74% |
| Debt/Equity Ratio | 5.4% |
How did HG perform over the long term?
See historical performance and comparisonDividends
6.5%
Current Dividend Yieldn/a
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 14:02 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Hamilton Insurance Group, Ltd. is covered by 9 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Taylor Scott | Barclays |
| Michael Zaremski | BMO Capital Markets Equity Research |
| Matthew Heimermann | Citigroup Inc |