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Selective Insurance Group, Inc.

NasdaqGS:SIGI 株式レポート

時価総額:US$5.3b

  • 会社概要
    • 評価
    • 将来の成長
    • 過去の実績
    • 財務の健全性
    • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Selective Insurance Group マネジメント

マネジメント 基準チェック /44

Selective Insurance Groupの CEO はJohn Marchioniで、 Sep2013年に任命され、 の在任期間は 7.33年です。 の年間総報酬は$ 6.86Mで、 15.3%給与と84.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.28%を直接所有しており、その価値は$ 14.93M 。経営陣と取締役会の平均在任期間はそれぞれ6.6年と7.8年です。

主要情報

John Marchioni

最高経営責任者

US$6.9m

報酬総額

CEO給与比率15.31%
CEO在任期間13yrs
CEOの所有権0.3%
経営陣の平均在職期間6.6yrs
取締役会の平均在任期間7.8yrs

経営陣の近況

Recent updates

User avatar
ナラティブ更新 • Jul 24

SIGI: Future Returns Will Rely On Underwriting Discipline And Soft Market Resilience

Analysts have lifted the Selective Insurance Group price target into a $100 to $110 range, with the updated fair value estimate moving from about $95 to roughly $101 as they point to resilience in parts of the property and casualty market and the potential for smaller carriers to hold up better as pricing softens. Analyst Commentary Recent research on Selective Insurance Group shows a mix of optimism and caution as analysts adjust their assumptions around pricing trends, underwriting conditions, and where the stock currently trades against their fair value estimates.
User avatar
ナラティブ更新 • Jul 08

SIGI: Future Returns Will Depend On Underwriting Discipline And Catastrophe Loss Trends

Analysts have lifted their price target framework for Selective Insurance Group by $3.00 to $95.43. This reflects updated assumptions around fair value, revenue growth, profit margins and future P/E in light of recent Street research that cites solid property and casualty underwriting, lower catastrophe losses and a shift in focus toward carriers.
User avatar
ナラティブ更新 • Jun 19

SIGI: Future Returns Will Hinge On Underwriting Discipline And Cost Efficiency

Analysts have nudged their 12 month price target for Selective Insurance Group to $93 from $82, citing recent stock performance, a roll forward of time, and a preference for insurance carriers following first quarter underwriting and organic growth trends. Analyst Commentary Recent research on Selective Insurance Group points to a mixed but generally constructive view, with analysts adjusting price targets and ratings after reviewing first quarter underwriting and organic growth trends across the insurance sector.
User avatar
ナラティブ更新 • Jun 03

SIGI: Future Returns Will Depend On Underwriting Discipline And Measured P/E Rerating

Analysts have nudged their price expectations for Selective Insurance Group higher, with the updated fair value estimate moving from $90.14 to $92.43 as they factor in the recent round of price target increases and commentary that highlights stronger underwriting support for insurance carriers. Analyst Commentary Recent Street research around Selective Insurance Group reflects a mix of optimism and caution as analysts adjust price targets and ratings following first quarter results and recent share performance.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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...
User avatar
ナラティブ更新 • 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.
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 Alpha
Seeking 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
User avatar
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

CEO報酬分析

Selective Insurance Group の収益と比較して、John Marchioni の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

US$488m

Mar 31 2026n/an/a

US$445m

Dec 31 2025US$7mUS$1m

US$457m

Sep 30 2025n/an/a

US$398m

Jun 30 2025n/an/a

US$374m

Mar 31 2025n/an/a

US$225m

Dec 31 2024US$6mUS$1m

US$198m

Sep 30 2024n/an/a

US$227m

Jun 30 2024n/an/a

US$224m

Mar 31 2024n/an/a

US$346m

Dec 31 2023US$6mUS$1m

US$356m

Sep 30 2023n/an/a

US$318m

Jun 30 2023n/an/a

US$271m

Mar 31 2023n/an/a

US$252m

Dec 31 2022US$6mUS$988k

US$216m

Sep 30 2022n/an/a

US$228m

Jun 30 2022n/an/a

US$259m

Mar 31 2022n/an/a

US$342m

Dec 31 2021US$5mUS$925k

US$394m

Sep 30 2021n/an/a

US$425m

Jun 30 2021n/an/a

US$423m

Mar 31 2021n/an/a

US$338m

Dec 31 2020US$5mUS$952k

US$246m

Sep 30 2020n/an/a

US$201m

Jun 30 2020n/an/a

US$187m

Mar 31 2020n/an/a

US$226m

Dec 31 2019US$4mUS$842k

US$272m

報酬と市場: Johnの 総報酬 ($USD 6.86M ) は、 US市場 ($USD 8.42M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Johnの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

John Marchioni (56 yo)

13yrs
在職期間
US$6,858,564
報酬

Mr. John Joseph Marchioni, CPCU, is a Member of Board of Trustees at American Institute for Chartered Property Casualty Underwriters from June 15, 2022. He is Chairman of the Board of Selective Insurance G...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
John Marchioni
CEO, President & Chairman13yrsUS$6.86m0.28%
$ 14.9m
Patrick Brennan
Executive VP & CFO1.9yrsUS$2.84m0.0099%
$ 527.9k
Michael Lanza
Executive VP22.2yrsUS$1.67m0.028%
$ 1.5m
Vaibhav Kalia
Interim Chief Investment Officerless than a yearデータなしデータなし
Anthony Harnett
Senior VP8.7yrsUS$1.54m0.026%
$ 1.4m
John Bresney
Executive VP & Chief Information Officerno dataデータなしデータなし
Brad Wilson
Senior VP of Investor Relations & Treasurer3.3yrsデータなしデータなし
Rohit Mull
Executive VPno dataデータなしデータなし
Sheri Burns
Executive VP & Chief HR Officerless than a yearデータなしデータなし
Jeffrey Kamrowski
Executive Vice President of MUSICno dataデータなし0.13%
$ 7.1m
Sarita Chakravarthi
Senior VP of Tax & Assistant Treasurer11.3yrsデータなしデータなし
Paul Kush
Executive VP & Chief Claims Officer6.6yrsデータなし0.015%
$ 798.3k
6.6yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: SIGIの経営陣は経験豊富で経験豊富です(平均在職期間は6.6年)。


取締役

名称ポジション在職期間報酬所有権
John Marchioni
CEO, President & Chairman7.3yrsUS$6.86m0.28%
$ 14.9m
Helen Mitchell
Independent Director8.5yrsUS$241.54k0.022%
$ 1.2m
Julie Parsons
Independent Directorless than a yearUS$16.97kデータなし
Stephen Mills
Independent Director6yrsUS$249.51k0.0076%
$ 403.9k
Ainar Aijala
Independent Director6yrsUS$230.07k0.013%
$ 703.0k
Lisa Bacus
Independent Director6yrsUS$230.08k0.0090%
$ 479.0k
Terrence Cavanaugh
Independent Director8.2yrsUS$253.66k0.042%
$ 2.2m
Cynthia Nicholson
Independent Director17.1yrsUS$255.03k0.030%
$ 1.6m
John Scheid
Independent Director12yrsUS$255.03k0.048%
$ 2.6m
Thomas McCarthy
Independent Director8.7yrsUS$265.03k0.036%
$ 1.9m
Robert Doherty
Lead Independent Director10.8yrsUS$280.03k0.043%
$ 2.3m
Kate Sampson
Independent Director2.2yrsUS$230.03k0%
$ 0
7.8yrs
平均在職期間
65yo
平均年齢

経験豊富なボード: SIGIの 取締役会 は 経験豊富 であると考えられます ( 7.8年の平均在任期間)。


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2026/09/16 21:41
終値2026/09/16 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
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アナリストのコンセンサス予想+プラス3年
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  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
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所有権10年
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マネジメント10年
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主な進展10年
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* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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。17

アナリスト機関
Michael ZaremskiBMO Capital Markets Equity Research
Grace CarterBofA Global Research
Robert FarnamBrean Capital Historical (Janney Montgomery)

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