Hamilton Insurance Group Crecimiento futuro
Future controles de criterios 0/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Hamilton Insurance Group de 1.4% y 4.5% por año respectivamente. Se prevé que el BPA crezca en un 1.2% al año. Se espera que la rentabilidad financiera sea de 14.9% en 3 años.
Información clave
1.4%
Tasa de crecimiento de los beneficios
1.16%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Insurance | 1.5% |
| Tasa de crecimiento de los ingresos | 4.5% |
| Rentabilidad financiera futura | 14.91% |
| Cobertura de analistas | Low |
| Última actualización | 19 Aug 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • Sep 05
HG: Buybacks And Margin Outlook Will Shape Balanced Return Potential
Analysts have raised their price target for Hamilton Insurance Group to $32.44 from $27.01, citing updated views on fair value, discount rate, revenue growth and profit margin assumptions, along with a revised outlook for the future P/E ratio. What’s in the News for Hamilton Insurance Group Hamilton Insurance Group reported that from April 1, 2026 to August 6, 2026, it repurchased 720,310 shares for US$22.1 million, representing 0.73% of its shares.
Actualización de narrativa • Aug 22
HG: Disciplined Underwriting And Buybacks Will Shape Measured Future Shareholder Outcomes
Analysts have lifted their price target for Hamilton Insurance Group to $38.57 from $35.57, citing updated assumptions that include a different revenue growth outlook, a higher projected profit margin, and a slightly higher future P/E multiple. What’s in the News for Hamilton Insurance Group Hamilton Insurance Group reported Q2 results with operating earnings of $1.56 per share and revenue of $586.0 million, ahead of analyst expectations, with a combined ratio of 95.0%.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
Actualización de narrativa • 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.Nueva narrativa • Jul 25
Property Reinsurance Pressures And Investment Concentration Will Erode Long Term Earnings Stability
Catalysts About Hamilton Insurance Group Hamilton Insurance Group focuses on specialty insurance and reinsurance through its Bermuda and International platforms, including Hamilton Global Specialty and Hamilton Select. What are the underlying business or industry changes driving this perspective?Nueva narrativa • Jul 11
Third Party Capital And Specialty Expansion Will Support Stronger Long Term Returns
Catalysts About Hamilton Insurance Group Hamilton Insurance Group is a specialty insurance and reinsurance company with Bermuda and international platforms focused on casualty, property and specialty lines. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jul 10
HG: Leadership Shifts And Buybacks Will Shape Measured Future Shareholder Outcomes
Analysts have increased their price target for Hamilton Insurance Group from about $34.14 to $35.57, citing updated assumptions around revenue growth, profit margins and the stock's forward P/E multiple. What’s in the News for Hamilton Insurance Group Hamilton Insurance Group promoted Mike Mulray to President of Hamilton Select and Daniel Tague to Chief Underwriting Officer, effective July 1, 2026, to lead expansion of its US excess and surplus lines platform.Actualización de narrativa • 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%.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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.Artículo de análisis • 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...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 3,295 | 561 | N/A | N/A | 3 |
| 12/31/2027 | 2,977 | 516 | N/A | N/A | 3 |
| 12/31/2026 | 2,842 | 445 | N/A | N/A | 3 |
| 6/30/2026 | 2,991 | 586 | 815 | 815 | N/A |
| 3/31/2026 | 2,895 | 629 | 908 | 908 | N/A |
| 12/31/2025 | 2,912 | 577 | 842 | 842 | N/A |
| 9/30/2025 | 2,745 | 438 | 833 | 833 | N/A |
| 6/30/2025 | 2,599 | 380 | 698 | 698 | N/A |
| 3/31/2025 | 2,444 | 324 | 636 | 636 | N/A |
| 12/31/2024 | 2,333 | 400 | 759 | 759 | N/A |
| 9/30/2024 | 2,267 | 493 | 511 | 511 | N/A |
| 6/30/2024 | 2,143 | 459 | 522 | 522 | N/A |
| 3/31/2024 | 1,914 | 364 | 429 | 429 | N/A |
| 12/31/2023 | 1,577 | 259 | 283 | 283 | N/A |
| 9/30/2023 | 1,342 | 73 | 250 | 250 | N/A |
| 6/30/2023 | 1,172 | -107 | 131 | 131 | N/A |
| 3/31/2023 | 1,305 | 29 | 222 | 220 | N/A |
| 12/31/2022 | 1,227 | -98 | 191 | 191 | N/A |
| 12/31/2021 | 768 | -431 | -407 | -407 | N/A |
| 11/30/2021 | 1,327 | 188 | 227 | 227 | N/A |
| 11/30/2020 | 690 | -210 | 3 | 3 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (1.4% por año) de HG está por debajo de la tasa de ahorro (3.7%).
Beneficios vs. Mercado: Se prevé que los beneficios (1.4% al año) de HG crezcan menos que el mercado US (17.1% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de HG crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (4.5% al año) de HG crezcan más despacio que el mercado de US (13.3% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 4.5% al año) de HG crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de HG sea baja dentro de 3 años (14.9%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/16 12:29 |
| Precio de las acciones al final del día | 2026/09/16 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Hamilton Insurance Group, Ltd. está cubierta por 9 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Taylor Scott | Barclays |
| "Alex Scott | Barclays |
| Michael Zaremski | BMO Capital Markets Equity Research |