Selective Insurance Group（SIGI）株式概要
セレクティブ・インシュアランス・グループはその子会社とともに米国で保険商品とサービスを提供している。 詳細
報酬
リスク分析
リスクチェックの結果、SIGI 、リスクは検出されなかった。
SIGI Community Fair Values
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Analyst Price Targets
Selective Insurance Group, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$89.22 |
| 52週高値 | US$91.63 |
| 52週安値 | US$71.75 |
| ベータ | 0.31 |
| 1ヶ月の変化 | 9.00% |
| 3ヶ月変化 | 5.03% |
| 1年変化 | 2.28% |
| 3年間の変化 | -10.74% |
| 5年間の変化 | 18.72% |
| IPOからの変化 | 2,680.88% |
最新ニュース
ナラティブの更新 • May 14
SIGI: Future Returns Will Rely On Execution Discipline And Steady P/E Expectations
Narrative Update on Analyst Price Target The updated analyst model lifts Selective Insurance Group's fair value estimate from $88.00 to about $90.14. Analysts point to adjustments in the discount rate, revenue growth assumptions, profit margin outlook, and future P/E expectations as key drivers of the new target range.ナラティブの更新 • Apr 25
SIGI: Future Returns Will Depend On Executing Margins And Stable P/E Multiples
The analyst price target for Selective Insurance Group has shifted by about $1, with analysts pointing to updated assumptions on fair value, revenue growth, profit margin and future P/E as key drivers of the change. Analyst Commentary Recent research has focused on how updated assumptions on fair value, growth and execution feed into revised price targets for Selective Insurance Group, with both optimistic and cautious views reflected in the latest moves.Seeking Alpha • Apr 24
Selective Insurance Looking To Rebuild Investor Confidence During A Soft Market Cycle
Summary Selective Insurance Group faces a challenging environment as insurance markets soften and claims costs continue to rise, squeezing underwriting profits. Recent reserve charges and elevated loss picks, especially in commercial auto and general liability, underline claims cost inflation risk and the potential for further adverse developments. SIGI maintains attractive long-term growth opportunities via expansion into new states and its focus on hard-to-service small commercial clients, despite intensifying competition. Valuation suggests double-digit upside, but near-term margin pressure and reserve risk keep SIGI on my watchlist rather than as a buy at current levels. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • May 14
SIGI: Future Returns Will Rely On Execution Discipline And Steady P/E Expectations
Narrative Update on Analyst Price Target The updated analyst model lifts Selective Insurance Group's fair value estimate from $88.00 to about $90.14. Analysts point to adjustments in the discount rate, revenue growth assumptions, profit margin outlook, and future P/E expectations as key drivers of the new target range.ナラティブの更新 • Apr 25
SIGI: Future Returns Will Depend On Executing Margins And Stable P/E Multiples
The analyst price target for Selective Insurance Group has shifted by about $1, with analysts pointing to updated assumptions on fair value, revenue growth, profit margin and future P/E as key drivers of the change. Analyst Commentary Recent research has focused on how updated assumptions on fair value, growth and execution feed into revised price targets for Selective Insurance Group, with both optimistic and cautious views reflected in the latest moves.Seeking Alpha • Apr 24
Selective Insurance Looking To Rebuild Investor Confidence During A Soft Market Cycle
Summary Selective Insurance Group faces a challenging environment as insurance markets soften and claims costs continue to rise, squeezing underwriting profits. Recent reserve charges and elevated loss picks, especially in commercial auto and general liability, underline claims cost inflation risk and the potential for further adverse developments. SIGI maintains attractive long-term growth opportunities via expansion into new states and its focus on hard-to-service small commercial clients, despite intensifying competition. Valuation suggests double-digit upside, but near-term margin pressure and reserve risk keep SIGI on my watchlist rather than as a buy at current levels. Read the full article on Seeking Alphaナラティブの更新 • Apr 09
SIGI: Future Returns Will Rely On Executing Margins At A Measured P/E
Narrative Update on Selective Insurance Group The consensus analyst price target for Selective Insurance Group has shifted as recent research included an $8 reduction from Keefe Bruyette and a $7 increase from Piper Sandler, reflecting updated views on fair value, discount rate, growth, margins, and future P/E assumptions. Analyst Commentary Recent price target changes for Selective Insurance Group highlight different views on how the market should value the company, with some analysts assigning more weight to earnings growth potential and others placing greater emphasis on execution risks and return expectations.ナラティブの更新 • Mar 26
SIGI: Future Returns Will Depend On Executing Profit Margins At Stable P/E
Analysts have adjusted their views on Selective Insurance Group with a net $7 shift in price targets, reflecting updated assessments of the company that combine recent upward and downward revisions into a new consensus view for investors to consider. Analyst Commentary Recent research updates reflect a mixed view on Selective Insurance Group, with one firm lifting its price target by $7 and another trimming its target to $81 from $82 while maintaining a neutral rating.ナラティブの更新 • Mar 11
SIGI: Future Returns Will Depend On Profit Margins And P/E Discipline
Analysts have adjusted their price target on Selective Insurance Group slightly higher to reflect updated views on fair value, with recent research highlighting mixed target revisions that hinge on refined profit margin and forward P/E assumptions. Analyst Commentary Recent research on Selective Insurance Group reflects a mix of cautious and more constructive views, with price targets adjusted around updated expectations for profit margins and forward P/E.ナラティブの更新 • Feb 24
SIGI: Future Returns Will Depend On P And C Cycle And P/E Expectations
Analysts have nudged their price target for Selective Insurance Group higher by about $2 to reflect updated assumptions around fair value, profitability, and forward P/E expectations, supported by recent research that includes both upward and downward revisions to individual targets. Analyst Commentary Bullish Takeaways Bullish analysts lifting their price targets point to assumptions that current P/E levels can support a somewhat higher fair value, suggesting they see room for the shares to better reflect underlying profitability.ナラティブの更新 • Feb 08
SIGI: Future Returns Will Hinge On Softening P And C Cycle
Analysts have raised their price target on Selective Insurance Group to about US$85.83 from US$81.50. This reflects updated views on earnings power that balance slightly lower revenue growth and profit margin assumptions with a higher expected future P/E multiple.ナラティブの更新 • Nov 12
SIGI: Future Performance Will Depend On Commercial Auto Reserve Stabilization
The analyst price target for Selective Insurance Group has been revised downward to $81.50. This change is driven by analysts citing ongoing concerns about higher commercial auto reserve risks and slower premium growth following recent earnings updates.ナラティブの更新 • Oct 29
Commercial Auto Reserve Risks And Buybacks Will Shape Performance Ahead
Analysts have lowered their price target for Selective Insurance Group from approximately $83.33 to $81.50. They cite concerns about weaker revenue growth, softer profit margins, and increased reserve risks in the commercial auto segment.分析記事 • Sep 23
Investors Continue Waiting On Sidelines For Selective Insurance Group, Inc. (NASDAQ:SIGI)
Selective Insurance Group, Inc.'s ( NASDAQ:SIGI ) price-to-earnings (or "P/E") ratio of 12.8x might make it look like a...ナラティブの更新 • Sep 05
Digital Tools And Operational Efficiency Will Expand Insurance Markets
Selective Insurance Group’s shares faced pressure from weaker earnings, a $45M reserve charge, and increased combined ratio guidance, prompting analysts to reassess valuation and maintain the consensus price target at $83.33 due to unresolved concerns about reserve adequacy. Analyst Commentary Weaker-than-expected earnings report pressured shares.分析記事 • Jul 28
Earnings Miss: Selective Insurance Group, Inc. Missed EPS By 6.6% And Analysts Are Revising Their Forecasts
It's been a mediocre week for Selective Insurance Group, Inc. ( NASDAQ:SIGI ) shareholders, with the stock dropping 12...分析記事 • May 23
The Price Is Right For Selective Insurance Group, Inc. (NASDAQ:SIGI)
Selective Insurance Group, Inc.'s ( NASDAQ:SIGI ) price-to-earnings (or "P/E") ratio of 23.4x might make it look like a...Seeking Alpha • Feb 24
Selective Insurance: Leaving 2024 Behind And Seizing 2025
Summary Selective Insurance faced underwriting losses in 2024, with a combined ratio of 103%, largely due to reserve strengthening in general liability lines. Despite pricing actions across various lines of business, the 2024 underwriting performance was impacted by adverse prior-year development and elevated inflation. 2025 could see a rebound if the insurance carrier succeeds in restoring its underwriting margins. Depending on the 2025 results, which will largely be driven by the remediation plans for the insurance portfolios, the stock price could increase by 20% to 40%, with a mid-range scenario of 25%. Read the full article on Seeking AlphaSeeking Alpha • Oct 30
Balancing Growth And Headwinds: Selective Insurance Group's Review
Summary Selective Insurance achieved strong earnings growth in 2023 but faced underwriting challenges due to inflation, leading to revised guidance and lower expected net income for 2024. Despite weak underwriting performance, the E&S segment showed robust growth and stable margins, contributing positively to overall results. SIGI implemented price increases and policy adjustments to counteract claims trends, yet personal and commercial lines still struggled with underwriting losses. Valuation remains sensitive to underwriting performance, with potential for improved margins in 2025, but current conditions suggest limited margin of safety for new investors. Read the full article on Seeking Alpha
新しいナラティブ • Aug 29
Disciplined Underwriting And Tech Investments Set To Propel Profitability And Growth
Investments in technology in the Excess and Surplus segment are set to enhance operational efficiency and scale, targeting top-line growth and profitability.Seeking Alpha • May 09
Selective Insurance: Time To Be Selective
Summary Selective Insurance Group demonstrated consistent performance in its non-life insurance business, with post-tax earnings of $365 million in 2023. The company's commercial lines and excess and surplus insurance segments have shown resilience and stability, while the personal lines segment has faced challenges. Despite challenges such as inflationary pressures, the company is well-positioned to navigate through these hurdles, but its stock price reflects little to no safety margin. After Q1 2024, the company is positioned well to deliver steady results throughout 2024, despite revising its FY2024 guidance downward to account for potential risks associated with the claims trend. As the company remains priced for perfection, I rate the insurance carrier as a "HOLD". Read the full article on Seeking Alpha株主還元
| SIGI | US Insurance | US 市場 | |
|---|---|---|---|
| 7D | 4.8% | 3.5% | -0.3% |
| 1Y | 2.3% | -7.1% | 26.7% |
業界別リターン: SIGI過去 1 年間で-7.1 % の収益を上げたUS Insurance業界を上回りました。
リターン対市場: SIGIは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| SIGI volatility | |
|---|---|
| SIGI Average Weekly Movement | 4.2% |
| Insurance Industry Average Movement | 4.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: SIGI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SIGIの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1926 | 2,800 | John Marchioni | www.selective.com |
セレクティブ・インシュアランス・グループは子会社とともに、米国で保険商品とサービスを提供している。同社は4つのセグメントで事業を展開している：スタンダード・コマーシャル・ライン、スタンダード・パーソナル・ライン、E&Sライン、投資。同社は、被保険者の過失、不作為、法的責任による第三者の身体傷害および／または物的損害の経済的影響をカバーする損害保険商品、被保険者の不動産、動産、および／または財産の損失による収益の偶発的損失をカバーする財物保険商品、および洪水保険商品を提供している。また、債券投資や商業用モーゲージローン、株式証券、短期投資、オルタナティブ投資、その他の投資にも投資している。独立系小売代理店や卸売総代理店を通じて、企業、非営利団体、地方自治体、個人に保険商品とサービスを提供している。セレクティブ・インシュアランス・グループは1926年に設立され、ニュージャージー州ブランチビルに本社を置く。
Selective Insurance Group, Inc. 基礎のまとめ
| SIGI 基礎統計学 | |
|---|---|
| 時価総額 | US$5.29b |
| 収益（TTM） | US$444.99m |
| 売上高(TTM) | US$5.41b |
12.0x
PER（株価収益率1.0x
P/SレシオSIGI は割高か？
公正価値と評価分析を参照収益と収入
| SIGI 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.41b |
| 売上原価 | US$4.24b |
| 売上総利益 | US$1.18b |
| その他の費用 | US$730.26m |
| 収益 | US$444.99m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 7.43 |
| グロス・マージン | 21.72% |
| 純利益率 | 8.22% |
| 有利子負債／自己資本比率 | 25.0% |
SIGI の長期的なパフォーマンスは？
過去の実績と比較を見る| Selective Insurance Group 配当日 | |
|---|---|
| 配当落ち日 | May 15 2026 |
| 配当支払日 | Jun 01 2026 |
| 配当落ちまでの日数 | 7 days |
| 配当支払日までの日数 | 10 days |
SIGI 配当は確実ですか？
SIGI 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 12:31 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Selective Insurance Group, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18
| アナリスト | 機関 |
|---|---|
| Michael Zaremski | BMO Capital Markets Equity Research |
| Grace Carter | BofA Global Research |
| Robert Farnam | Brean Capital Historical (Janney Montgomery) |