Citizens Jmp Boosts Hamilton Insurance Group (NYSE:HG) Price Target to $35.00

Hamilton Insurance Group (NYSE:HG) had its price target hoisted by Citizens Jmp from $32.00 to $35.00 in a research report issued on Friday,Benzinga reports. The firm currently has a “market outperform” rating on the stock. Citizens Jmp’s target price suggests a potential upside of 15.27% from the company’s current price.

HG has been the topic of a number of other reports. Morgan Stanley set a $28.00 price objective on shares of Hamilton Insurance Group in a research report on Tuesday, December 16th. BMO Capital Markets reaffirmed 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. Citigroup reiterated an “outperform” rating on shares of Hamilton Insurance Group in a report on Friday. Zacks Research lowered Hamilton Insurance Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, February 2nd. Finally, Barclays restated an “overweight” rating and set a $35.00 price objective on shares of Hamilton Insurance Group in a report on Friday. Six investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, Hamilton Insurance Group presently has an average rating of “Moderate Buy” and an average price target of $30.43.

Hamilton Insurance Group Stock Performance

NYSE:HG opened at $30.36 on Friday. The firm has a market capitalization of $2.99 billion, a PE ratio of 5.45 and a beta of 0.70. The stock’s fifty day moving average is $28.13 and its 200 day moving average is $25.95. Hamilton Insurance Group has a fifty-two week low of $16.80 and a fifty-two week high of $31.67. 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 (NYSE:HG) last posted its quarterly earnings data on Thursday, February 19th. The company reported $1.65 earnings per share for the quarter, beating analysts’ consensus estimates of $0.69 by $0.96. The business had revenue of $728.33 million for the quarter, compared to analysts’ expectations of $621.00 million. Hamilton Insurance Group had a net margin of 19.85% and a return on equity of 19.84%. On average, sell-side analysts anticipate that Hamilton Insurance Group will post 4.1 earnings per share for the current year.

Hedge Funds Weigh In On Hamilton Insurance Group

Hedge funds and other institutional investors have recently made changes to their positions in the company. AQR Capital Management LLC raised its holdings in shares of Hamilton Insurance Group by 186.0% in the first quarter. AQR Capital Management LLC now owns 57,399 shares of the company’s stock valued at $1,190,000 after acquiring an additional 37,329 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of Hamilton Insurance Group by 9.2% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 24,596 shares of the company’s stock valued at $510,000 after purchasing an additional 2,071 shares in the last quarter. Millennium Management LLC lifted its position in shares of Hamilton Insurance Group by 9.7% in the 1st quarter. Millennium Management LLC now owns 442,820 shares of the company’s stock worth $9,180,000 after purchasing an additional 39,020 shares during the period. Goldman Sachs Group Inc. boosted its stake in shares of Hamilton Insurance Group by 8.1% during the first quarter. Goldman Sachs Group Inc. now owns 279,653 shares of the company’s stock valued at $5,797,000 after purchasing an additional 20,926 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Hamilton Insurance Group by 87.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 85,739 shares of the company’s stock worth $1,777,000 after buying an additional 39,927 shares in the last quarter. Institutional investors own 29.17% of the company’s stock.

Key Hamilton Insurance Group News

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)

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.