HG logo

Hamilton Insurance Group, Ltd. Stock Price

NYSE:HG Community·US$3.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

HG Share Price Performance

US$35.75
12.73 (55.30%)
US$35.57
Fair Value
US$35.75
12.73 (55.30%)
0.5% overvalued intrinsic discount
US$35.57
Fair Value
Price US$35.75
AnalystConsensusTarget US$35.57
AnalystHighTarget US$42.00
AnalystLowTarget US$27.01

HG Community Narratives

·
Fair Value US$35.57 0.5% overvalued intrinsic discount

Analysts Lift Target Price for Hamilton Insurance Group Amid Improved Margins and Ongoing Share Buybacks

0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
·
Fair Value US$42 14.9% undervalued intrinsic discount

Third Party Capital And Specialty Expansion Will Support Stronger Long Term Returns

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
·
Fair Value US$27.01 32.3% overvalued intrinsic discount

Property Reinsurance Pressures And Investment Concentration Will Erode Long Term Earnings Stability

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$42
14.9% undervalued intrinsic discount
Revenue
5.87% p.a.
Profit Margin
15.88%
Future PE
8.63x
Price in 2029
US$51.7
US$27.01
32.3% overvalued intrinsic discount
Revenue
6.95% p.a.
Profit Margin
15.57%
Future PE
5.82x
Price in 2029
US$33.19

Trending Discussion

No trending discussion available.

Updated Narratives

HG logo

HG: Buyback Momentum And Higher Margins Will Support Future Upside

Fair Value: US$42 14.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
HG logo

Property Reinsurance Pressures And Investment Concentration Will Erode Long Term Earnings Stability

Fair Value: US$27.01 32.3% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
HG logo

HG: Leadership Shifts And Buybacks Will Shape Measured Future Shareholder Outcomes

Fair Value: US$35.57 0.5% overvalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Outstanding track record and undervalued.

1 Risk
3 Rewards

Hamilton Insurance Group, Ltd. Key Details

US$3.0b

Revenue

US$1.8b

Cost of Revenue

US$1.2b

Gross Profit

US$568.6m

Other Expenses

US$585.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
5.94
38.59%
19.58%
5.1%
View Full Analysis

About HG

Founded
2013
Employees
600
CEO
Giuseppina Albo
WebsiteView website
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. It also provides accident and health, cyber, energy, environmental, financial lines, fine art and specie, kidnap and ransom, mergers and acquisitions, marine and energy liability, political risk and violence, professional liability, property binders, property direct and facultative, professional lines, space, upstream energy, excess casualty, war and terrorism, allied medical, products liability and contractors, management liability, medical professionals, general liability, and small business casualty insurance plans, as well as surety and treaty reinsurance products. The company was incorporated in 2013 and is headquartered in Pembroke, Bermuda.

Recent HG News & Updates

Seeking Alpha Aug 12

Hamilton Insurance's Investment Portfolio Continues To Drive Value

Summary Hamilton Insurance Group has delivered strong returns, outperforming peers and maintaining robust underwriting and investment performance despite industry headwinds. Q2 earnings exceeded expectations, with $1.56 EPS and $840 million in revenue, driven by investment gains and resilient underwriting amid Middle East catastrophe losses. HG's investment portfolio, notably its Two Sigma allocation, is increasingly a value driver, supporting a stable yield and enhancing credibility. I maintain a "Hold" rating on HG due to fair valuation, strong fundamentals, and a healthy balance sheet, but I would wait for pullbacks before adding. Read the full article on Seeking Alpha
Narrative Update Aug 08

HG: Buyback Momentum And Higher Margins Will Support Future Upside

Analysts have lifted their price target for Hamilton Insurance Group from $40 to $42, pointing to updated assumptions that combine a slightly higher discount rate with moderated revenue growth expectations and a higher projected profit margin on a similar future P/E multiple. What’s in the News for Hamilton Insurance Group Hamilton Insurance Group completed a share repurchase tranche from April 1, 2026 to June 30, 2026, buying back 2,094,394 shares, or 2.11% of its stock, for US$65.7 million under its existing buyback plan.

Recent updates

No updates