Hamilton Insurance Group Gestione
Criteri Gestione verificati 3/4
Hamilton Insurance Group Il CEO è Pina Albo, nominato in Jan2018, e ha un mandato di 8.5 anni. la retribuzione annua totale è $ 8.98M, composta da 14.5% di stipendio e 85.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.16% delle azioni della società, per un valore di $ 39.68M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.2 anni e 2.8 anni.
Informazioni chiave
Pina Albo
Amministratore delegato
US$9.0m
Compenso totale
| Percentuale dello stipendio del CEO | 14.48% |
| Mandato del CEO | 8.5yrs |
| Proprietà del CEO | 1.2% |
| Durata media del management | 5.2yrs |
| Durata media del Consiglio di amministrazione | 2.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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%.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Articolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$629m |
| Dec 31 2025 | US$9m | US$1m | US$577m |
| Sep 30 2025 | n/a | n/a | US$438m |
| Jun 30 2025 | n/a | n/a | US$380m |
| Mar 31 2025 | n/a | n/a | US$324m |
| Dec 31 2024 | US$9m | US$1m | US$400m |
| Sep 30 2024 | n/a | n/a | US$493m |
| Jun 30 2024 | n/a | n/a | US$459m |
| Mar 31 2024 | n/a | n/a | US$364m |
| Dec 31 2023 | US$13m | US$1m | US$259m |
| Sep 30 2023 | n/a | n/a | US$73m |
| Jun 30 2023 | n/a | n/a | -US$107m |
| Mar 31 2023 | n/a | n/a | US$29m |
| Dec 31 2022 | US$6m | US$1m | -US$98m |
Compensazione vs Mercato: La retribuzione totale di Pina ($USD 8.98M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 6.91M ).
Compensazione vs guadagni: La retribuzione di Pina è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Pina Albo (64 yo)
8.5yrs
Mandato
US$8,976,000
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 8.5yrs | US$8.98m | 1.16% $ 39.7m | |
| Group CFO & Chief Investment Officer | 5yrs | US$3.95m | 0.21% $ 7.1m | |
| Group General Counsel | 8.7yrs | US$2.08m | 0.16% $ 5.5m | |
| Chief Executive Officer of Hamilton Re | less than a year | US$3.11m | 0.17% $ 5.8m | |
| Chief Executive Officer of Hamilton Global Specialty | less than a year | US$1.98m | 0.082% $ 2.8m | |
| Group Chief Accounting Officer | 5.2yrs | Nessun dato | 0.044% $ 1.5m | |
| Group Chief Information Officer | less than a year | Nessun dato | Nessun dato | |
| VP & Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Group Head of Compliance | less than a year | Nessun dato | Nessun dato | |
| Group Head of Human Resources | 8yrs | Nessun dato | 0.087% $ 3.0m | |
| Group Chief Audit Officer | 12.5yrs | Nessun dato | 0.030% $ 1.0m | |
| Senior VP & Tax Director | 7.5yrs | Nessun dato | Nessun dato |
5.2yrs
Durata media
53yo
Età media
Gestione esperta: Il team dirigenziale di HG è esperto e expertise (durata media dell'incarico 5.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 8.3yrs | US$8.98m | 1.16% $ 39.7m | |
| Board Observer | no data | Nessun dato | Nessun dato | |
| Director | 2.1yrs | Nessun dato | 0.00010% $ 3.4k | |
| Independent Director | 1.2yrs | US$216.67k | 0.0038% $ 131.4k | |
| Independent Director | 6.4yrs | US$290.00k | 0.064% $ 2.2m | |
| Independent Director | 2.8yrs | US$275.00k | 0.027% $ 933.5k | |
| Independent Director | 2.3yrs | US$250.00k | 0.021% $ 720.0k | |
| Independent Director | 1.2yrs | US$216.67k | 0.0072% $ 247.7k | |
| Independent Chairman of the Board | 13.5yrs | US$445.00k | 0.56% $ 19.1m | |
| Independent Director | 2.9yrs | US$250.00k | 0.018% $ 621.1k | |
| Independent Director | 2.8yrs | US$262.50k | 0.017% $ 588.9k | |
| Independent Director | 2.3yrs | US$300.00k | 0.038% $ 1.3m |
2.8yrs
Durata media
64yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di HG non è considerato esperto (durata media del mandato 2.8 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/07 06:23 |
| Prezzo dell'azione a fine giornata | 2026/07/07 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Hamilton Insurance Group, Ltd. è coperta da 8 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Taylor Scott | Barclays |
| Michael Zaremski | BMO Capital Markets Equity Research |
| Matthew Heimermann | Citigroup Inc |