Hamilton Insurance Group (NYSE:HG) Shares Gap Up on Better-Than-Expected Earnings

Hamilton Insurance Group, Ltd. (NYSE:HG) shares gapped up before the market opened on Friday following a stronger than expected earnings report. The stock had previously closed at $29.31, but opened at $31.07. Hamilton Insurance Group shares last traded at $29.37, with a volume of 81,422 shares traded.

The company reported $1.65 earnings per share for the quarter, topping analysts’ consensus estimates of $0.69 by $0.96. Hamilton Insurance Group had a return on equity of 19.84% and a net margin of 19.85%.The business had revenue of $728.33 million for the quarter, compared to analyst estimates of $621.00 million.

Hamilton Insurance Group Announces Dividend

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

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)

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the stock. Citigroup reaffirmed an “outperform” rating on shares of Hamilton Insurance Group in a research report on Friday. Wall Street Zen raised shares of Hamilton Insurance Group from a “hold” rating to a “buy” rating in a report on Saturday, January 3rd. Barclays reissued an “overweight” rating and issued a $35.00 price objective on shares of Hamilton Insurance Group in a research note on Friday. BMO Capital Markets restated a “market perform” rating and set a $26.00 target price on shares of Hamilton Insurance Group in a research note on Tuesday, December 23rd. Finally, Keefe, Bruyette & Woods raised their target price on Hamilton Insurance Group from $28.00 to $30.00 and gave the company an “outperform” rating in a report on Thursday, November 20th. Six investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $30.43.

Institutional Investors Weigh In On Hamilton Insurance Group

Hedge funds and other institutional investors have recently bought and sold shares of the company. Royal Bank of Canada increased its holdings in Hamilton Insurance Group by 15.8% in the 4th quarter. Royal Bank of Canada now owns 3,012 shares of the company’s stock worth $84,000 after purchasing an additional 410 shares in the last quarter. Arizona State Retirement System increased its stake in shares of Hamilton Insurance Group by 3.4% in the third quarter. Arizona State Retirement System now owns 13,881 shares of the company’s stock valued at $344,000 after buying an additional 458 shares during the period. Alps Advisors Inc. increased its stake in shares of Hamilton Insurance Group by 2.6% in the third quarter. Alps Advisors Inc. now owns 18,774 shares of the company’s stock valued at $466,000 after buying an additional 469 shares during the period. Ameritas Investment Partners Inc. raised its holdings in Hamilton Insurance Group by 14.6% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 4,595 shares of the company’s stock valued at $99,000 after buying an additional 585 shares during the last quarter. Finally, Kestra Advisory Services LLC acquired a new stake in Hamilton Insurance Group during the 4th quarter worth approximately $25,000. Institutional investors own 29.17% of the company’s stock.

Hamilton Insurance Group Stock Up 3.6%

The company has a debt-to-equity ratio of 0.05, a quick ratio of 0.66 and a current ratio of 0.66. The stock’s fifty day simple moving average is $28.13 and its two-hundred day simple moving average is $25.92. The stock has a market capitalization of $2.99 billion, a P/E ratio of 5.45 and a beta of 0.70.

Hamilton Insurance Group Company Profile

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.