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HG: Expanded Buybacks And Modest Profit Outlook Will Shape Future Performance

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

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HG
AnalystConsensusTarget
Not Invested
Published 10 Nov 2024

Update shared on 19 Dec 2025

Fair value Increased 0.50%
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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).
  • As of late 2025, the company has fully executed the previously announced August 7, 2024 repurchase authorization, signaling continued commitment to returning capital to shareholders (company filing).
  • On November 4, 2025, Hamilton Insurance Group increased its equity buyback authorization by $150 million, raising the total approved amount to $300 million (company announcement).

Valuation Changes

  • The fair value estimate has risen slightly to approximately $28.93 per share, up from about $28.79 per share.
  • The discount rate has edged down marginally to roughly 6.96 percent from about 6.96 percent, indicating an effectively unchanged risk assumption.
  • The revenue growth forecast has decreased modestly to around 4.49 percent from roughly 4.52 percent.
  • The net profit margin has increased slightly to about 16.04 percent from approximately 16.03 percent.
  • The future P/E multiple has risen modestly to roughly 6.27x from about 6.24x, implying a slightly richer valuation on forward earnings.

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