Hamilton Insurance Group, Ltd.

NYSE:HG 주식 리포트

시가총액: US$3.1b

Hamilton Insurance Group 향후 성장

Future 기준 점검 0/6

Hamilton Insurance Group 의 수익은 연간 2.1% 감소할 것으로 예상되는 반면, 연간 수익은 6.1% 로 증가할 것으로 예상됩니다. EPS는 연간 3.9% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 15% 로 예상됩니다.

핵심 정보

-2.1%

이익 성장률

-3.85%

EPS 성장률

Insurance 이익 성장2.0%
매출 성장률6.1%
향후 자기자본이익률15.02%
애널리스트 커버리지

Low

마지막 업데이트21 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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 Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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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새로운 내러티브 • 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.
분석 기사 • 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...

이익 및 매출 성장 예측

NYSE:HG - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20283,348554N/AN/A3
12/31/20273,016510N/AN/A3
12/31/20262,752428N/AN/A3
3/31/20262,895629908908N/A
12/31/20252,912577842842N/A
9/30/20252,745438833833N/A
6/30/20252,599380698698N/A
3/31/20252,444324636636N/A
12/31/20242,333400759759N/A
9/30/20242,267493511511N/A
6/30/20242,143459522522N/A
3/31/20241,914364429429N/A
12/31/20231,577259283283N/A
9/30/20231,34273250250N/A
6/30/20231,172-107131131N/A
3/31/20231,30529222220N/A
12/31/20221,227-98191191N/A
12/31/2021768-431-407-407N/A
11/30/20211,327188227227N/A
11/30/2020690-21033N/A

애널리스트 향후 성장 전망

수입 대 저축률: HG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -2.1%).

수익 vs 시장: HG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -2.1%).

고성장 수익: HG 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: HG 의 수익(연간 6.1%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: HG 의 수익(연간 6.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: HG의 자본 수익률은 3년 후 15%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 07:37
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Hamilton Insurance Group, Ltd.는 9명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Taylor ScottBarclays
Michael ZaremskiBMO Capital Markets Equity Research
Matthew HeimermannCitigroup Inc