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HG

Hamilton Insurance Group, Ltd.

HG

NYSE·Financial Services·Insurance - Reinsurance·Mkt cap $3.5B

$35.54

+1.38%

P/E

6.12

Mkt Cap

$3.5B

52-Wk Range

$22.66–$37.31

52-Week Range

$22.66 - $37.31

P/E

6.12

Fwd P/E

7.13

Beta

0.44

Div Yield

5.71%

Avg Vol

457.9K

Shares Out

99.8M

Mkt Cap

$3.5B

Price action

Price chart

Up 47.9% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Specialized underwriting expertise in high-margin, complex risk categories where deep knowledge creates pricing power
  • Global distribution network across key insurance hubs (Bermuda, London, Dublin, Miami, New York, Virginia) enabling direct access to brokers and cedents
  • Diversified product portfolio spanning casualty, property, and specialty lines reducing concentration risk and enabling cross-selling opportunities
  • Bermuda domicile providing regulatory efficiency, tax advantages, and access to capital markets for reinsurance companies

Bear Case

1 risk

  • Low volatility (beta 0.4).

Growth

Stable outlook

Rising demand for specialty insurance coverage driven by emerging risks (cyber threats, climate change, supply chain disruption)

Value

Attractively priced below Reinsurance peer average

Momentum

Hot

+22.4% over 3m

Quality

Strong

Exceptional business - top-tier fundamentals

Dividend

High yield

5.71% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 3, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of $1.56 vs $1.20 consensus (+30.0% surprise). Revenue of $831.0M vs $599.3M expected (+38.7%). Beat on both top and bottom lines.

EPS beat +30.0%
Rev beat +38.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+30.0%

Revenue trend · last 8Q

+15%

+17%

+26%

+1032%

+23%

-3%

+12%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$60.2M

$577.4M

$781.7M

$754.5M

$681.5M

$708.1M

$758.9M

$844.1M

Margins · last 8Q

Gross

Operating

Profit

17.0%

Wall Street consensus

5 analysts · 60% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

60%

Hold

2

40%

Sell

0%

Median Price Target

Latest: Citi · Aug 12, 2026

vs Industry

How HG stacks vs Insurance - Reinsurance

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.