The Hanover Insurance Group, Inc.

NYSE:THG 株式レポート

時価総額:US$6.8b

Hanover Insurance Group 将来の成長

Future 基準チェック /06

Hanover Insurance Groupの収益は年間4.5%で減少すると予測されていますが、年間収益は年間3.1%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に15.6% 4.6%なると予測されています。

主要情報

-4.5%

収益成長率

-4.65%

EPS成長率

Insurance 収益成長2.0%
収益成長率3.1%
将来の株主資本利益率15.59%
アナリストカバレッジ

Good

最終更新日21 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha May 15

Hanover Insurance: A Top Pick To Beat Inflation

Summary The Hanover Insurance Group has successfully engineered margin expansion by pairing steady revenue growth with a disciplined underwriting pivot reducing losses. Trading at a significant 20% P/E discount to the sector median, THG offers a premier entry point with a forward P/E of just 9.38 and a staggering 0.15 PEG ratio. A record-breaking 20.3% Operating ROE underscores management’s disciplined underwriting roadmap and its aggressive commitment to shareholder value. THG is a Quant ‘Strong Buy’ with strong factor grades, scoring exceptionally well in Growth and Dividend Safety. Read the full article on Seeking Alpha
ナラティブの更新 May 02

THG: Share Repurchases And Softer Assumptions Will Shape A Fairly Valued Outlook

Analysts have slightly reduced Hanover Insurance Group's price target from about $199.75 to roughly $199.38, reflecting updated assumptions for softer revenue growth, lower profit margins, and a higher future P/E multiple. What's in the News From January 1, 2026 to April 28, 2026, Hanover Insurance Group repurchased 580,000 shares, about 1.64% of its shares, for US$101 million under its ongoing buyback program (Key Developments).
ナラティブの更新 Mar 27

THG: Ongoing Share Repurchases Will Support Future Upside In An Undervalued Position

Analysts have kept their price target for The Hanover Insurance Group steady at $199.75, citing essentially unchanged fair value, discount rate, revenue growth, profit margin, and forward P/E assumptions in their latest update. What's in the News From October 1, 2025 to January 31, 2026, Hanover Insurance Group repurchased 561,000 shares for US$99 million, representing 1.57% of its shares.
ナラティブの更新 Mar 12

THG: Share Repurchases Will Support Future Upside In An Undervalued Position

Analysts have slightly increased their fair value estimate for Hanover Insurance Group from $199.63 to $199.75, reflecting updated assumptions around profit margin, revenue growth, discount rate, and future P/E. What's in the News From October 1, 2025 to January 31, 2026, Hanover Insurance Group repurchased 561,000 shares for US$99 million, accounting for 1.57% of its shares.
ナラティブの更新 Feb 25

THG: Share Repurchases And Dividend Policy Will Support Future Upside

Analysts have trimmed their price target for Hanover Insurance Group to $199.63, a move they link to slightly more conservative assumptions on future P/E multiples, while keeping fair value, discount rate, revenue growth, and profit margin estimates effectively unchanged. What's in the News From October 1, 2025 to January 31, 2026, Hanover Insurance Group repurchased 561,000 shares, representing 1.57% of its stock, for US$99 million under its ongoing buyback program (Key Developments).
ナラティブの更新 Feb 10

THG: Share Repurchases And Dividend Will Support Attractive Future Upside

The analyst price target for Hanover Insurance Group has shifted slightly higher to about $199.63 from $199.50. Analysts cite updated assumptions on revenue growth, profit margins, the discount rate and projected P/E as the main drivers of this fine-tuning.
ナラティブの更新 Jan 26

THG: Dividend And Buyback Momentum Will Support Attractive Future Upside

Analysts have trimmed their price target on Hanover Insurance Group by about $1, to roughly $200. This reflects slightly updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
ナラティブの更新 Jan 11

THG: Dividend Increase And Buybacks Will Support A Stronger Future Outlook

Analysts have modestly revised their price outlook on Hanover Insurance Group, with the updated target now aligned to an implied fair value of about US$200.13 per share. This reflects small tweaks to discount rate, revenue growth, profit margin, and forward P/E assumptions.
ナラティブの更新 Dec 16

THG: Dividend Hike And Share Repurchases Will Shape A Balanced Outlook

Analysts have adjusted their price target on Hanover Insurance Group slightly higher to approximately $200.13 per share, reflecting modest refinements to long term assumptions around discount rates, revenue growth, profit margins, and valuation multiples. What's in the News The board approved an increase in the quarterly dividend to $0.95 per share, payable December 26, 2025, to shareholders of record on December 12, 2025 (Key Developments).
分析記事 Dec 04

Hanover Insurance Group (NYSE:THG) Has Announced That It Will Be Increasing Its Dividend To $0.95

The Hanover Insurance Group, Inc. ( NYSE:THG ) will increase its dividend on the 26th of December to $0.95, which is...
ナラティブの更新 Dec 01

THG: New Modular Insurance Product And Ongoing Buybacks Will Influence Outlook

Analysts have marginally increased their price target for Hanover Insurance Group from $199.71 to $200.13, citing slight improvements in profit margin forecasts and a modest adjustment to revenue growth expectations. What's in the News The Hanover Insurance Group has launched HSIP Advantage, a new modular property product designed for small to mid-sized businesses handling high-hazard materials.
ナラティブの更新 Nov 17

THG: New Product Launches And Share Buybacks Will Shape Near-Term Outlook

Analysts have modestly increased their price target for Hanover Insurance Group from $199.43 to $199.71. They cite slightly stronger revenue growth projections that offset a minor dip in profit margin estimates.
ナラティブの更新 Nov 01

THG: Expanding Life Sciences Coverage Will Drive Future Outperformance

Analysts have raised their price target for Hanover Insurance Group from $197.00 to $199.43, citing expectations for stronger revenue growth and a modestly higher projected valuation, even though profit margins are expected to soften slightly. What's in the News From July 1, 2025 to October 27, 2025, Hanover Insurance Group repurchased 323,000 shares, representing 0.9 percent of shares outstanding, for $55 million (Key Developments).
Seeking Alpha Sep 29

The Hanover Insurance: Q2 Improvement And Future Growth Indicators

Summary Hanover Insurance Group showed Q2 top and bottom-line growth as well as indicators of future growth and a positive analyst EPS consensus. The dividend yield of 2.3% beats key peers and the firm has a 5-year steady dividend growth history, and indicators of dividend sustainability supported by positive cash flow. The firm is exposed to a diversified, investment-grade asset portfolio that could be impacted by Fed decisions on interest rates. A key risk is exposure to weather catastrophic events which could drive future spikes in benefit payouts, impacting earnings. Although the stock is trading well above its moving average, it is undervalued on forward P/E ratios. Read the full article on Seeking Alpha
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新しいナラティブ Aug 30

Innovative Strategies And Tech Investments Set To Bolster Profitability In Insurance Sector

Focused catastrophe mitigation efforts in both Personal and Core Commercial lines aim to reduce claims and enhance profitability through higher deductibles and pricing adjustments.
Seeking Alpha Feb 05

Hanover Insurance Group: Improvement In Net Income Growth Encouraging

Summary Hanover Insurance Group's net income growth and return on equity improvement are key factors for a bullish view of the stock. The company's performance in Q4 2023 showed slower growth in net premiums written but a significant reduction in the combined ratio. The growth trajectory of THG stock could be positive if there is continued improvement in net income and return on equity. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:THG - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20287,539N/AN/AN/A1
12/31/20276,932663N/AN/A6
12/31/20266,637666N/AN/A6
3/31/20266,6937191,2491,258N/A
12/31/20256,5946611,1711,178N/A
9/30/20256,5076311,0021,011N/A
6/30/20256,407555848857N/A
3/31/20256,290438777787N/A
12/31/20246,237425796806N/A
9/30/20246,182365676685N/A
6/30/20246,133271502512N/A
3/31/20246,101161391402N/A
12/31/20235,99434350362N/A
9/30/20235,943-86454468N/A
6/30/20235,793-93543558N/A
3/31/20235,5820524540N/A
12/31/20225,469117705722N/A
9/30/20225,368292736752N/A
6/30/20225,277326709723N/A
3/31/20225,276433871882N/A
12/31/20215,228420816824N/A
9/30/20215,144423748756N/A
6/30/20215,119508780791N/A
3/31/20215,051494799813N/A
12/31/20204,825362693708N/A
9/30/20204,788306710726N/A
6/30/20204,753298664678N/A
3/31/20204,727268593605N/A
12/31/20194,891429N/A606N/A
9/30/20194,736321N/A642N/A
6/30/20194,688314N/A629N/A
3/31/20194,622311N/A677N/A
12/31/20184,494239N/A627N/A
9/30/20184,484309N/A613N/A
6/30/20184,403264N/A667N/A
3/31/20184,099221N/A695N/A
12/31/20174,268216N/A761N/A
9/30/20174,430132N/A743N/A
6/30/20174,586161N/A756N/A
3/31/20174,979123N/A716N/A
12/31/20164,05467N/A757N/A
9/30/20164,896246N/A644N/A
6/30/20164,888235N/A570N/A
3/31/20164,963354N/A436N/A
12/31/20155,034331N/A445N/A
9/30/20155,114343N/A511N/A
6/30/20155,147321N/A500N/A

アナリストによる今後の成長予測

収入対貯蓄率: THGの収益は今後 3 年間で減少すると予測されています (年間-4.5% )。

収益対市場: THGの収益は今後 3 年間で減少すると予測されています (年間-4.5% )。

高成長収益: THGの収益は今後 3 年間で減少すると予測されています。

収益対市場: THGの収益 ( 3.1% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: THGの収益 ( 3.1% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: THGの 自己資本利益率 は、3年後には低くなると予測されています ( 15.6 %)。


成長企業の発掘

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2026/05/25 10:26
終値2026/05/22 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
  • 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

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

The Hanover 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
Jay GelbBarclays
Michael ZaremskiBMO Capital Markets Equity Research
Grace CarterBofA Global Research