Hamilton Insurance Group, Ltd.

NYSE:HG 株式レポート

時価総額:US$3.4b

Hamilton Insurance Group マネジメント

マネジメント 基準チェック /34

Hamilton Insurance Groupの CEO はPina Alboで、 Jan2018年に任命され、 の在任期間は 8.58年です。 の年間総報酬は$ 8.98Mで、 14.5%給与と85.5%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0.96%を直接所有しており、その価値は$ 33.22M 。経営陣と取締役会の平均在任期間はそれぞれ5.3年と2.8年です。

主要情報

Pina Albo

最高経営責任者

US$9.0m

報酬総額

CEO給与比率14.48%
CEO在任期間8.6yrs
CEOの所有権1.0%
経営陣の平均在職期間5.3yrs
取締役会の平均在任期間2.8yrs

経営陣の近況

Recent updates

ナラティブ更新 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
ナラティブ更新 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.
新しいナラティブ 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?
新しいナラティブ 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?
ナラティブ更新 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.
ナラティブ更新 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%.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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).
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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).
ナラティブ更新 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).
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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).
ナラティブ更新 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.
分析記事 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...
分析記事 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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新しいナラティブ 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.
分析記事 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...

CEO報酬分析

Hamilton Insurance Group の収益と比較して、Pina Albo 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$586m

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

報酬と市場: Pinaの 総報酬 ($USD 8.98M ) は、 US市場 ($USD 6.93M ) の同様の規模の企業の平均とほぼ同じです。

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


CEO

Pina Albo (64 yo)

8.6yrs
在職期間
US$8,976,000
報酬

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 and has been its Director s...


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
Giuseppina Albo
CEO & Director8.6yrsUS$8.98m0.96%
$ 33.2m
Craig Howie
Group CFO & Chief Investment Officer5.1yrsUS$3.95m0.21%
$ 7.2m
Gemma Carreiro
Group General Counsel8.8yrsUS$2.08m0.16%
$ 5.6m
Adrian Daws
Chief Executive Officer of Hamilton Reless than a yearUS$3.11m0.17%
$ 5.9m
Alexander Baker
Chief Executive Officer of Hamilton Global Specialtyless than a yearUS$1.98m0.083%
$ 2.9m
Brian Deegan
Group Chief Accounting Officer5.3yrsデータなし0.044%
$ 1.5m
Raymond Karrenbauer
Group Chief Information Officerless than a yearデータなしデータなし
Darian Niforatos
VP & Head of Investor Relationsno dataデータなしデータなし
Moussa Thiam
Group Head of Complianceless than a yearデータなしデータなし
Daniel Fisher
Group Head of Human Resources8.1yrsデータなし0.087%
$ 3.0m
Keith Bernhard
Group Chief Audit Officer12.6yrsデータなし0.031%
$ 1.1m
Christi Garber
Senior VP & Tax Director7.6yrsデータなしデータなし
5.3yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: HGの経営陣は経験豊富で経験豊富です(平均在職期間は5.3年)。


取締役

名称ポジション在職期間報酬所有権
Giuseppina Albo
CEO & Director8.4yrsUS$8.98m0.96%
$ 33.2m
James Hill
Board Observerno dataデータなしデータなし
Bradley Cooper
Director2.2yrsデータなし0.00010%
$ 3.4k
Karen Green
Independent Director1.3yrsUS$216.67k0.0039%
$ 133.1k
Marvin Pestcoe
Independent Director6.5yrsUS$290.00k0.065%
$ 2.2m
John Gauthier
Independent Director2.8yrsUS$275.00k0.027%
$ 946.7k
Therese Vaughan
Independent Director2.4yrsUS$250.00k0.021%
$ 730.5k
David Priebe
Independent Director1.3yrsUS$216.67k0.0073%
$ 251.3k
David Brown
Independent Chairman of the Board13.6yrsUS$445.00k0.56%
$ 19.4m
E. Simmons
Independent Director3yrsUS$250.00k0.018%
$ 630.2k
Henna Karna
Independent Director2.8yrsUS$262.50k0.017%
$ 597.1k
Alan Patterson
Independent Director2.4yrsUS$300.00k0.038%
$ 1.3m
2.8yrs
平均在職期間
64yo
平均年齢

経験豊富なボード: HGの 取締役会経験豊富 ではない ( 2.8年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2026/08/23 11:31
終値2026/08/21 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
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Hamilton Insurance Group, Ltd. 5 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。8

アナリスト機関
Taylor ScottBarclays
Michael ZaremskiBMO Capital Markets Equity Research
Matthew HeimermannCitigroup Inc