Hamilton Insurance Group, Ltd.

NYSE:HG Lagerbericht

Marktkapitalisierung: US$3.4b

Hamilton Insurance Group Management

Management Kriterienprüfungen 3/4

Hamilton Insurance Group CEO ist Pina Albo , ernannt in Jan 2018, hat eine Amtszeit von 8.5 Jahren. Die jährliche Gesamtvergütung beträgt $8.98M , bestehend aus 14.5% Gehalt und 85.5% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 1.16% der Aktien des Unternehmens, im Wert von $39.68M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 5.2 Jahre bzw. 2.8 Jahre.

Wichtige Informationen

Pina Albo

Geschäftsführender

US$9.0m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts14.48%
Amtszeit als Geschäftsführer8.5yrs
Eigentum des Geschäftsführers1.2%
Durchschnittliche Amtszeit des Managements5.2yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder2.8yrs

Jüngste Management Updates

Recent updates

Narrativ-Update Jun 25

HG: Specialty Expansion And Buybacks Will Drive Measured Future Shareholder Outcomes

Analysts have kept their price target for Hamilton Insurance Group steady at $34.14, reflecting unchanged assumptions for fair value, discount rate, revenue growth, profit margin and future P/E in their models. What's in the News for Hamilton Insurance Group Hamilton Insurance Group reported Q1 revenue of US$758.9 million, a 1.3% year-on-year decline, while exceeding analysts' revenue estimates by 14.1%.
Narrativ-Update Jun 10

HG: Specialty Expansion And Capital Returns Will Shape Future Shareholder Outcomes

Analysts kept their price target for Hamilton Insurance Group steady at $34.14, citing unchanged assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the basis for maintaining their view. What's in the News Q1 results for Hamilton Insurance Group, reported in late May 2026, exceeded analysts' earnings per share and revenue estimates, even though revenue was slightly lower year on year, according to recent coverage.
Narrativ-Update May 26

HG: Capital Returns And Casualty Sidecar Capacity Will Guide Future Shareholder Outcomes

Analysts have adjusted their view on Hamilton Insurance Group, lifting the price target slightly to reflect updated fair value estimates of about $34.14 per share, along with revised assumptions for revenue growth, profit margins, and future price-to-earnings (P/E) expectations. What's in the News From January 1, 2026 to March 31, 2026, Hamilton Insurance Group repurchased 685,734 shares for US$19.7 million, representing 0.69% of its shares.
Narrativ-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 Alpha
Narrativ-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.
Narrativ-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).
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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).
Narrativ-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).
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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).
Narrativ-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.
Analyseartikel 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...
Analyseartikel 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...
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Neues Narrativ 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.
Analyseartikel 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...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Pina Albo im Vergleich zu den Einnahmen von Hamilton Insurance Group verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

US$629m

Dec 31 2025US$9mUS$1m

US$577m

Sep 30 2025n/an/a

US$438m

Jun 30 2025n/an/a

US$380m

Mar 31 2025n/an/a

US$324m

Dec 31 2024US$9mUS$1m

US$400m

Sep 30 2024n/an/a

US$493m

Jun 30 2024n/an/a

US$459m

Mar 31 2024n/an/a

US$364m

Dec 31 2023US$13mUS$1m

US$259m

Sep 30 2023n/an/a

US$73m

Jun 30 2023n/an/a

-US$107m

Mar 31 2023n/an/a

US$29m

Dec 31 2022US$6mUS$1m

-US$98m

Vergütung im Vergleich zum Markt: PinaDie Gesamtvergütung ($USD8.98M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD6.91M).

Entschädigung vs. Einkommen: PinaDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Pina Albo (64 yo)

8.5yrs
Amtszeit
US$8,976,000
Vergütung

Ms. Giuseppina Carmela Albo, also known as Pina, is Director of RGA Reinsurance Company. She joined Hamilton Insurance Group, Ltd. in January 22, 2018 as Chief Executive Officer has been its Director since...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Giuseppina Albo
CEO & Director8.5yrsUS$8.98m1.16%
$ 39.7m
Craig Howie
Group CFO & Chief Investment Officer5yrsUS$3.95m0.21%
$ 7.1m
Gemma Carreiro
Group General Counsel8.7yrsUS$2.08m0.16%
$ 5.5m
Adrian Daws
Chief Executive Officer of Hamilton Reless than a yearUS$3.11m0.17%
$ 5.8m
Alexander Baker
Chief Executive Officer of Hamilton Global Specialtyless than a yearUS$1.98m0.082%
$ 2.8m
Brian Deegan
Group Chief Accounting Officer5.2yrskeine Daten0.044%
$ 1.5m
Raymond Karrenbauer
Group Chief Information Officerless than a yearkeine Datenkeine Daten
Darian Niforatos
VP & Head of Investor Relationsno datakeine Datenkeine Daten
Moussa Thiam
Group Head of Complianceless than a yearkeine Datenkeine Daten
Daniel Fisher
Group Head of Human Resources8yrskeine Daten0.087%
$ 3.0m
Keith Bernhard
Group Chief Audit Officer12.5yrskeine Daten0.030%
$ 1.0m
Christi Garber
Senior VP & Tax Director7.5yrskeine Datenkeine Daten
5.2yrs
Durchschnittliche Betriebszugehörigkeit
53yo
Durchschnittliches Alter

Erfahrenes Management: Das Managementteam von HG ist erfahren und erfahren (durchschnittliche Amtszeit von 5.2 Jahren).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Giuseppina Albo
CEO & Director8.3yrsUS$8.98m1.16%
$ 39.7m
James Hill
Board Observerno datakeine Datenkeine Daten
Bradley Cooper
Director2.1yrskeine Daten0.00010%
$ 3.4k
Karen Green
Independent Director1.2yrsUS$216.67k0.0038%
$ 131.4k
Marvin Pestcoe
Independent Director6.4yrsUS$290.00k0.064%
$ 2.2m
John Gauthier
Independent Director2.8yrsUS$275.00k0.027%
$ 933.5k
Therese Vaughan
Independent Director2.3yrsUS$250.00k0.021%
$ 720.0k
David Priebe
Independent Director1.2yrsUS$216.67k0.0072%
$ 247.7k
David Brown
Independent Chairman of the Board13.5yrsUS$445.00k0.56%
$ 19.1m
E. Simmons
Independent Director2.9yrsUS$250.00k0.018%
$ 621.1k
Henna Karna
Independent Director2.8yrsUS$262.50k0.017%
$ 588.9k
Alan Patterson
Independent Director2.3yrsUS$300.00k0.038%
$ 1.3m
2.8yrs
Durchschnittliche Betriebszugehörigkeit
64yo
Durchschnittliches Alter

Erfahrener Vorstand: HGDie Vorstandsmitglieder gelten nicht als erfahren ( 2.8 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/07/07 09:24
Aktienkurs zum Tagesende2026/07/07 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Hamilton Insurance Group, Ltd. wird von 8 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Taylor ScottBarclays
Michael ZaremskiBMO Capital Markets Equity Research
Matthew HeimermannCitigroup Inc