Selective Insurance Group, Inc. $SIGI Shares Acquired by Cwm LLC

Key Points

• Cwm LLC more than doubled its stake in Selective Insurance, increasing holdings by 103.6% to 27,039 shares (about $2.26 million) in the fourth quarter.
• Q1 earnings missed — Selective reported $1.69 EPS versus a $1.81 consensus as catastrophe and underwriting pressures weighed on results, though revenue rose 5.7% year-over-year and investment income showed strength.
• Shareholder returns and guidance: the firm declared a $0.43 quarterly dividend (roughly a 2.1% yield) and reiterated 2026 targets, including a GAAP combined ratio of 96.5%–97.5% and about $465M in after-tax net investment income.

Cwm LLC raised its position in Selective Insurance Group, Inc. (NASDAQ:SIGI - Free Report) by 103.6% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 27,039 shares of the insurance provider's stock after buying an additional 13,757 shares during the quarter. Cwm LLC's holdings in Selective Insurance Group were worth $2,262,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the company. Farther Finance Advisors LLC grew its holdings in Selective Insurance Group by 666.7% during the fourth quarter. Farther Finance Advisors LLC now owns 759 shares of the insurance provider's stock worth $64,000 after acquiring an additional 660 shares during the period. Choreo LLC raised its holdings in shares of Selective Insurance Group by 5.2% in the fourth quarter. Choreo LLC now owns 3,867 shares of the insurance provider's stock worth $327,000 after acquiring an additional 192 shares during the last quarter. Exchange Traded Concepts LLC raised its holdings in shares of Selective Insurance Group by 16.5% in the fourth quarter. Exchange Traded Concepts LLC now owns 11,784 shares of the insurance provider's stock worth $986,000 after acquiring an additional 1,669 shares during the last quarter. Pallas Capital Advisors LLC raised its holdings in shares of Selective Insurance Group by 43.6% in the fourth quarter. Pallas Capital Advisors LLC now owns 4,475 shares of the insurance provider's stock worth $374,000 after acquiring an additional 1,359 shares during the last quarter. Finally, Trust Point Inc. raised its holdings in shares of Selective Insurance Group by 8.4% in the fourth quarter. Trust Point Inc. now owns 7,683 shares of the insurance provider's stock worth $643,000 after acquiring an additional 596 shares during the last quarter. 82.88% of the stock is owned by institutional investors and hedge funds.

Selective Insurance Group Stock Performance

Shares of SIGI stock opened at $82.48 on Friday. Selective Insurance Group, Inc. has a one year low of $71.75 and a one year high of $91.63. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.32 and a current ratio of 0.30. The company has a 50 day moving average price of $79.66 and a 200 day moving average price of $80.95. The firm has a market capitalization of $4.94 billion, a price-to-earnings ratio of 11.28 and a beta of 0.26.

Selective Insurance Group (NASDAQ:SIGI - Get Free Report) last issued its earnings results on Wednesday, April 22nd. The insurance provider reported $1.69 earnings per share for the quarter, missing analysts' consensus estimates of $1.81 by ($0.12). Selective Insurance Group had a net margin of 8.39% and a return on equity of 13.71%. The firm had revenue of $1.36 billion during the quarter, compared to analyst estimates of $1.29 billion. During the same quarter in the previous year, the business posted $1.76 EPS. Selective Insurance Group's revenue was up 5.7% compared to the same quarter last year. Sell-side analysts anticipate that Selective Insurance Group, Inc. will post 7.68 EPS for the current year.

Selective Insurance Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Friday, May 15th will be issued a dividend of $0.43 per share. The ex-dividend date is Friday, May 15th. This represents a $1.72 annualized dividend and a dividend yield of 2.1%. Selective Insurance Group's payout ratio is presently 22.96%.

Analyst Upgrades and Downgrades

SIGI has been the topic of several analyst reports. Keefe, Bruyette & Woods raised their price target on shares of Selective Insurance Group from $84.00 to $88.00 and gave the stock a "market perform" rating in a research note on Friday. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Selective Insurance Group in a research note on Wednesday, March 25th. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $95.00 price target on shares of Selective Insurance Group in a research note on Monday, March 23rd. Finally, Piper Sandler raised their price target on shares of Selective Insurance Group from $79.00 to $86.00 and gave the stock a "neutral" rating in a research note on Monday, February 2nd. One research analyst has rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Selective Insurance Group has a consensus rating of "Hold" and an average price target of $84.40.

Key Stories Impacting Selective Insurance Group

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

• Positive Sentiment: Analyst price-target increase — Keefe, Bruyette & Woods raised its SIGI target from $84 to $88 and kept a "market perform" rating, giving modest upside potential and signaling some confidence in the outlook. Article Title
• Positive Sentiment: Dividend announced — SIGI declared a $0.43 quarterly dividend (record May 15; pay June 1), supporting income-oriented investors (roughly a 2% yield). (Company announcement)
• Positive Sentiment: Reaffirmed 2026 targets — Management reiterated a GAAP combined ratio range of 96.5%–97.5% and after-tax net investment income guidance of $465M, providing some stability around financial targets despite a tougher casualty market. Article Title
• Neutral Sentiment: Top-line and investment income — Revenue was up year-over-year and investment income showed strong gains in Q1, which offsets some underwriting weakness. Article Title
• Neutral Sentiment: Market commentary and Q1 deep dive pieces offer context on margin discipline and portfolio moves amid competitive conditions. Article Title
• Negative Sentiment: EPS miss and underwriting pressure — Q1 EPS of $1.69 missed consensus (~$1.81); management cited catastrophe and underwriting headwinds. That miss is a primary reason investors are selling. Article Title
• Negative Sentiment: Claims inflation and reserve increases — Coverage: analysts highlight elevated loss picks, reserve charges and rising costs in commercial auto and general liability, which raise the risk of further underwriting deterioration. Article Title

About Selective Insurance Group

Selective Insurance Group, Inc is an insurance holding company headquartered in Branchville, New Jersey. The organization traces its roots to a regional provider of property and casualty coverage and became a publicly traded holding company following its initial public offering in 1999. Since its formation, Selective has expanded through strategic acquisitions and organic growth initiatives to broaden its product offerings and strengthen its market position.

The company's core business encompasses a broad range of property and casualty insurance products designed to serve both commercial and personal lines customers.

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