Hamilton Insurance Group, Ltd.

NYSE:HG 주식 리포트

시가총액: US$3.5b

Hamilton Insurance Group 경영진

경영진 기준 점검 3/4

Hamilton Insurance Group CEO는 Pina Albo, Jan2018 에 임명되었습니다 의 임기는 8.5 년입니다. 총 연간 보상은 $8.98M, 14.5% 급여 및 85.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $40.01M 가치에 해당하는 회사 주식의 1.16% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.2 년과 2.8 년입니다.

핵심 정보

Pina Albo

최고경영자

US$9.0m

총 보수

CEO 급여 비율14.48%
CEO 재임 기간8.5yrs
CEO 지분 보유율1.2%
경영진 평균 재임 기간5.2yrs
이사회 평균 재임 기간2.8yrs

최근 경영진 업데이트

Recent updates

새로운 내러티브 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?
내러티브 업데이트 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.
내러티브 업데이트 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%.
내러티브 업데이트 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.
내러티브 업데이트 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.
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...

CEO 보수 분석

Pina Albo의 보수는 Hamilton Insurance Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Pina의 총 보수(USD8.98M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.98M) 수준입니다.

보상과 수익: Pina의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Pina Albo (64 yo)

8.5yrs
재임 기간
US$8,976,000
보수

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 has been its Director since...


리더십 팀

이름직위재임 기간보수지분
Giuseppina Albo
CEO & Director8.5yrsUS$8.98m1.16%
$ 40.0m
Craig Howie
Group CFO & Chief Investment Officer5yrsUS$3.95m0.21%
$ 7.2m
Gemma Carreiro
Group General Counsel8.7yrsUS$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$1.98m0.082%
$ 2.8m
Brian Deegan
Group Chief Accounting Officer5.2yrs데이터 없음0.044%
$ 1.5m
Raymond Karrenbauer
Group Chief Information Officerless than a year데이터 없음데이터 없음
Darian Niforatos
VP & Head of Investor Relationsno data데이터 없음데이터 없음
Moussa Thiam
Group Head of Complianceless than a year데이터 없음데이터 없음
Daniel Fisher
Group Head of Human Resources8yrs데이터 없음0.087%
$ 3.0m
Keith Bernhard
Group Chief Audit Officer12.5yrs데이터 없음0.030%
$ 1.1m
Christi Garber
Senior VP & Tax Director7.5yrs데이터 없음데이터 없음
5.2yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: HG의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.2 년).


이사회 구성원

이름직위재임 기간보수지분
Giuseppina Albo
CEO & Director8.3yrsUS$8.98m1.16%
$ 40.0m
James Hill
Board Observerno data데이터 없음데이터 없음
Bradley Cooper
Director2.1yrs데이터 없음0.00010%
$ 3.5k
Karen Green
Independent Director1.2yrsUS$216.67k0.0038%
$ 132.5k
Marvin Pestcoe
Independent Director6.4yrsUS$290.00k0.064%
$ 2.2m
John Gauthier
Independent Director2.8yrsUS$275.00k0.027%
$ 941.4k
Therese Vaughan
Independent Director2.3yrsUS$250.00k0.021%
$ 726.0k
David Priebe
Independent Director1.2yrsUS$216.67k0.0072%
$ 249.8k
David Brown
Independent Chairman of the Board13.5yrsUS$445.00k0.56%
$ 19.3m
E. Simmons
Independent Director2.9yrsUS$250.00k0.018%
$ 626.3k
Henna Karna
Independent Director2.8yrsUS$262.50k0.017%
$ 593.9k
Alan Patterson
Independent Director2.3yrsUS$300.00k0.038%
$ 1.3m
2.8yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: HG의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.8 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/22 22:01
종가2026/07/22 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.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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분석가 소스

Hamilton Insurance Group, Ltd.는 8명의 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