Hamilton Insurance Group (NYSE:HG) Price Target Raised to $35.00

Hamilton Insurance Group (NYSE:HG) had its price target lifted by Citizens Jmp from $32.00 to $35.00 in a research note released on Friday,Benzinga reports. They currently have a market outperform rating on the stock.

Several other research analysts have also weighed in on HG. Citigroup reissued an “outperform” rating on shares of Hamilton Insurance Group in a research note on Friday. Zacks Research lowered Hamilton Insurance Group from a “strong-buy” rating to a “hold” rating in a report on Monday, February 2nd. Keefe, Bruyette & Woods increased their price target on Hamilton Insurance Group from $28.00 to $30.00 and gave the stock an “outperform” rating in a report on Thursday, November 20th. Wall Street Zen raised Hamilton Insurance Group from a “hold” rating to a “buy” rating in a research report on Saturday, January 3rd. Finally, Morgan Stanley set a $28.00 price objective on Hamilton Insurance Group in a research report on Tuesday, December 16th. Six research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $30.43.

Hamilton Insurance Group Price Performance

Shares of HG stock opened at $30.36 on Friday. The firm’s 50 day moving average price is $28.13 and its two-hundred day moving average price is $25.99. The company has a debt-to-equity ratio of 0.05, a quick ratio of 0.66 and a current ratio of 0.66. Hamilton Insurance Group has a 52-week low of $16.80 and a 52-week high of $31.67. The stock has a market cap of $2.99 billion, a PE ratio of 5.45 and a beta of 0.70.

Hamilton Insurance Group (NYSE:HG) last issued its earnings results on Thursday, February 19th. The company reported $1.65 EPS for the quarter, beating the consensus estimate of $0.69 by $0.96. Hamilton Insurance Group had a net margin of 19.85% and a return on equity of 19.84%. The company had revenue of $728.33 million during the quarter, compared to analysts’ expectations of $621.00 million. As a group, analysts forecast that Hamilton Insurance Group will post 4.1 EPS for the current year.

Hamilton Insurance Group Dividend Announcement

The business also recently announced a special dividend, which will be paid on Monday, March 30th. Investors of record on Friday, March 6th will be given a $2.00 dividend. The ex-dividend date of this dividend is Friday, March 6th.

Institutional Trading of Hamilton Insurance Group

A number of large investors have recently added to or reduced their stakes in HG. Wellington Management Group LLP lifted its stake in Hamilton Insurance Group by 16.2% in the 3rd quarter. Wellington Management Group LLP now owns 5,297,484 shares of the company’s stock valued at $131,378,000 after purchasing an additional 737,084 shares during the last quarter. Donald Smith & CO. Inc. bought a new stake in Hamilton Insurance Group in the second quarter valued at approximately $14,272,000. Freestone Grove Partners LP acquired a new stake in shares of Hamilton Insurance Group in the fourth quarter valued at approximately $16,667,000. Millennium Management LLC increased its holdings in shares of Hamilton Insurance Group by 89.8% in the fourth quarter. Millennium Management LLC now owns 881,667 shares of the company’s stock valued at $24,599,000 after purchasing an additional 417,261 shares during the last quarter. Finally, Dimensional Fund Advisors LP raised its position in shares of Hamilton Insurance Group by 101.9% in the third quarter. Dimensional Fund Advisors LP now owns 705,277 shares of the company’s stock valued at $17,490,000 after purchasing an additional 355,947 shares during the period. Institutional investors and hedge funds own 29.17% of the company’s stock.

Key Headlines Impacting Hamilton Insurance Group

Here are the key news stories impacting Hamilton Insurance Group this week:

• Positive Sentiment: Very strong results: Q4 EPS $1.65 vs. $0.69 consensus, revenue $728M vs. $621M est., and full‑year net income of $577M with ~24% growth in book value per share — this drives upward earnings revisions and immediate buy-side interest. Hamilton Reports $577 million of Net Income…
• Positive Sentiment: Special dividend: Board declared a $2.00 per‑share special dividend (record Mar 6; pay Mar 30). Cash return increases near‑term shareholder value and supports sentiment. Hamilton Reports $577 million of Net Income…
• Positive Sentiment: Analyst upgrades/target lift: A Seeking Alpha note upgraded HG to Buy citing 24.5% ROE and a $75M Q4 underwriting profit; Citizens Jmp raised its target to $35 (market outperform). Those calls support further buying. Hamilton Insurance Group: Special Dividend Highlights Excellent Q4 (Upgrade) Benzinga Price Target Raise
• Neutral Sentiment: Investment portfolio a differentiator: Management highlighted strong, non‑correlated returns from its Two Sigma allocation and limited private‑credit exposure — a plus for diversified returns but not a guaranteed future driver. Hamilton Insurance Group: Special Dividend Highlights Excellent Q4 (Upgrade)
• Neutral Sentiment: Earnings materials posted (call transcript & slide deck): Useful for digging into segment results, reinsurance and reserve commentary — these will guide whether the quarter’s strength is recurring. Q4 2025 Earnings Call Transcript Q4 Results – Earnings Call Presentation
• Negative Sentiment: Underwriting tailwinds may be temporary: Management attributed part of Q4 underwriting profit to a benign catastrophe environment — if catastrophes normalize, underwriting margins could compress. Hamilton Insurance Group: Special Dividend Highlights Excellent Q4 (Upgrade)

About Hamilton Insurance Group

Hamilton Insurance Group Ltd. is a Bermuda-based insurance and reinsurance holding company that trades on the New York Stock Exchange under the symbol HG. The company focuses on specialty lines of property and casualty insurance and reinsurance, providing tailored solutions to clients around the world. Its underwriting platform is designed to address complex and niche risks across multiple industry sectors.

Established in 2016 and completing its initial public offering in 2017, Hamilton has concentrated on building a diversified portfolio of insurance and reinsurance products.