Selective Insurance Group Förvaltning
Förvaltning kriterier kontrolleras 4/4
Selective Insurance Group VD är John Marchioni, utsedd i Sep 2013, har en mandatperiod på 12.67 år. totala årliga ersättningen är $ 6.86M, bestående av 15.3% lön 84.7% bonusar, inklusive företagsaktier och optioner. äger direkt 0.28% av företagets aktier, värda $ 15.16M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 7.3 år respektive 7.4 år.
Viktig information
John Marchioni
Verkställande direktör
US$6.9m
Total ersättning
| VD-lön i procent | 15.31% |
| Anställning som VD | 12.7yrs |
| Ägande av VD | 0.3% |
| Ledningens genomsnittliga anställningstid | 7.3yrs |
| Styrelsens genomsnittliga mandatperiod | 7.4yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • Jul 28
Earnings Miss: Selective Insurance Group, Inc. Missed EPS By 6.6% And Analysts Are Revising Their Forecasts
It's been a mediocre week for Selective Insurance Group, Inc. ( NASDAQ:SIGI ) shareholders, with the stock dropping 12...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 AlphaSeeking 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
Ny berättelse • 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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$445m |
| Dec 31 2025 | US$7m | US$1m | US$457m |
| Sep 30 2025 | n/a | n/a | US$398m |
| Jun 30 2025 | n/a | n/a | US$374m |
| Mar 31 2025 | n/a | n/a | US$225m |
| Dec 31 2024 | US$6m | US$1m | US$198m |
| Sep 30 2024 | n/a | n/a | US$227m |
| Jun 30 2024 | n/a | n/a | US$224m |
| Mar 31 2024 | n/a | n/a | US$346m |
| Dec 31 2023 | US$6m | US$1m | US$356m |
| Sep 30 2023 | n/a | n/a | US$318m |
| Jun 30 2023 | n/a | n/a | US$271m |
| Mar 31 2023 | n/a | n/a | US$252m |
| Dec 31 2022 | US$6m | US$988k | US$216m |
| Sep 30 2022 | n/a | n/a | US$228m |
| Jun 30 2022 | n/a | n/a | US$259m |
| Mar 31 2022 | n/a | n/a | US$342m |
| Dec 31 2021 | US$5m | US$925k | US$394m |
| Sep 30 2021 | n/a | n/a | US$425m |
| Jun 30 2021 | n/a | n/a | US$423m |
| Mar 31 2021 | n/a | n/a | US$338m |
| Dec 31 2020 | US$5m | US$952k | US$246m |
| Sep 30 2020 | n/a | n/a | US$201m |
| Jun 30 2020 | n/a | n/a | US$187m |
| Mar 31 2020 | n/a | n/a | US$226m |
| Dec 31 2019 | US$4m | US$842k | US$272m |
Ersättning vs marknad: John s total kompensation ($USD 6.86M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 8.38M ).
Ersättning vs inkomst: Ersättningen från John har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
John Marchioni (55 yo)
12.7yrs
Anställning
US$6,858,564
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, President & Chairman | 12.7yrs | US$6.86m | 0.28% $ 15.2m | |
| Executive VP & CFO | 1.6yrs | US$2.84m | 0.0099% $ 536.0k | |
| Executive VP & Chief Investment Officer | no data | US$1.67m | 0.024% $ 1.3m | |
| Executive VP | 21.8yrs | US$1.67m | 0.058% $ 3.2m | |
| Senior VP | 8.3yrs | US$1.54m | 0.025% $ 1.4m | |
| Executive VP & Chief Information Officer | no data | inga uppgifter | inga uppgifter | |
| Senior VP of Investor Relations & Treasurer | 2.9yrs | inga uppgifter | inga uppgifter | |
| Executive VP | no data | inga uppgifter | inga uppgifter | |
| Executive VP & Chief HR Officer | less than a year | inga uppgifter | inga uppgifter | |
| Executive Vice President of MUSIC | no data | inga uppgifter | 0.13% $ 7.3m | |
| Senior VP of Tax & Assistant Treasurer | 11yrs | inga uppgifter | inga uppgifter | |
| Executive VP & Chief Claims Officer | 6.3yrs | inga uppgifter | 0.015% $ 810.3k |
7.3yrs
Genomsnittlig anställningstid
55.5yo
Genomsnittlig ålder
Erfaren ledning: SIGI s ledningsgrupp är erfaren och erfaren ( 7.3 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, President & Chairman | 7yrs | US$6.86m | 0.28% $ 15.2m | |
| Independent Director | 8.2yrs | US$241.54k | 0.022% $ 1.2m | |
| Independent Director | less than a year | US$16.97k | inga uppgifter | |
| Independent Director | 5.7yrs | US$249.51k | 0.0076% $ 410.0k | |
| Independent Director | 5.7yrs | US$230.07k | 0.013% $ 714.2k | |
| Independent Director | 5.7yrs | US$230.08k | 0.0089% $ 486.1k | |
| Independent Director | 7.8yrs | US$253.66k | 0.042% $ 2.3m | |
| Independent Director | 16.8yrs | US$255.03k | 0.030% $ 1.6m | |
| Independent Director | 11.7yrs | US$255.03k | 0.048% $ 2.6m | |
| Independent Director | 8.3yrs | US$265.03k | 0.035% $ 1.9m | |
| Lead Independent Director | 10.5yrs | US$280.03k | 0.043% $ 2.3m | |
| Independent Director | 1.8yrs | US$230.03k | 0% $ 0 |
7.4yrs
Genomsnittlig anställningstid
64yo
Genomsnittlig ålder
Erfaren styrelse: SIGI s styrelse anses vara erfaren ( 7.4 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/23 11:27 |
| Aktiekurs vid dagens slut | 2026/05/22 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Selective Insurance Group, Inc. bevakas av 18 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Michael Zaremski | BMO Capital Markets Equity Research |
| Grace Carter | BofA Global Research |
| Robert Farnam | Brean Capital Historical (Janney Montgomery) |