Hamilton Insurance Group (NYSE:HG) Upgraded to Buy at Wall Street Zen

Key Points

• Wall Street Zen upgraded Hamilton Insurance (NYSE:HG) to a "buy", joining other analysts who have lifted price targets; the stock carries a consensus "Moderate Buy" and a $33.00 consensus price target.
• Q1 delivered a sizable EPS beat — $1.64 vs. $1.02 expected — but revenue missed (~$758.9M vs. ~$933.9M), while strong net margins and a high ROE point to profitable underwriting.
• Shares are trading near their 52‑week high (opened $31.67) with a low PE (~5.7), minimal leverage (debt/equity ~0.05) and roughly 29% institutional ownership, indicating valuation appeal and balance‑sheet strength.

Hamilton Insurance Group (NYSE:HG - Get Free Report) was upgraded by research analysts at Wall Street Zen from a "hold" rating to a "buy" rating in a research report issued on Saturday.

Several other equities research analysts also recently issued reports on HG. Citizens Jmp raised their price target on Hamilton Insurance Group from $36.00 to $38.00 and gave the company a "market outperform" rating in a research report on Friday. Keefe, Bruyette & Woods raised their price target on Hamilton Insurance Group from $30.00 to $35.00 and gave the company an "outperform" rating in a research report on Monday, February 23rd. Barclays raised their price target on Hamilton Insurance Group from $35.00 to $37.00 and gave the company an "overweight" rating in a research report on Wednesday, April 8th. Zacks Research downgraded Hamilton Insurance Group from a "strong-buy" rating to a "hold" rating in a research report on Monday, February 2nd. Finally, Weiss Ratings reaffirmed a "buy (b)" rating on shares of Hamilton Insurance Group in a research report on Thursday, January 22nd. Six analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $33.00.

Hamilton Insurance Group Stock Performance

HG opened at $31.67 on Friday. The company has a market cap of $3.14 billion, a PE ratio of 5.69 and a beta of 0.58. The stock has a 50-day moving average of $30.51 and a 200-day moving average of $28.17. Hamilton Insurance Group has a 52-week low of $18.36 and a 52-week high of $33.72. The company has a debt-to-equity ratio of 0.05, a quick ratio of 0.64 and a current ratio of 0.64.

Hamilton Insurance Group (NYSE:HG - Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The company reported $1.64 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.62. The company had revenue of $758.91 million during the quarter, compared to the consensus estimate of $933.90 million. Hamilton Insurance Group had a return on equity of 23.18% and a net margin of 21.73%. As a group, equities research analysts forecast that Hamilton Insurance Group will post 3.46 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Hamilton Insurance Group

Several hedge funds have recently made changes to their positions in HG. Kestra Advisory Services LLC bought a new stake in shares of Hamilton Insurance Group in the fourth quarter valued at about $25,000. Chesapeake Asset Management LLC lifted its stake in shares of Hamilton Insurance Group by 487.8% in the fourth quarter. Chesapeake Asset Management LLC now owns 1,205 shares of the company's stock valued at $34,000 after buying an additional 1,000 shares during the period. Versant Capital Management Inc lifted its stake in shares of Hamilton Insurance Group by 1,404.4% in the third quarter. Versant Capital Management Inc now owns 1,700 shares of the company's stock valued at $42,000 after buying an additional 1,587 shares during the period. Harbor Capital Advisors Inc. lifted its stake in shares of Hamilton Insurance Group by 112.1% in the fourth quarter. Harbor Capital Advisors Inc. now owns 1,773 shares of the company's stock valued at $49,000 after buying an additional 937 shares during the period. Finally, State of Alaska Department of Revenue bought a new stake in shares of Hamilton Insurance Group in the third quarter valued at about $71,000. Institutional investors own 29.17% of the company's stock.

Key Stories Impacting Hamilton Insurance Group

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

• Positive Sentiment: Q1 EPS outperformance — Hamilton reported $1.64 GAAP EPS for Q1, well above consensus, with strong net margin (~19.9%) and high return on equity, highlighting profitable underwriting and robust bottom-line results. Hamilton Reports 2026 First Quarter Results
• Positive Sentiment: Analyst support rising — Citizens JMP raised its price target to $38 and keeps a "market outperform" rating; the stock also carries a consensus "Moderate Buy" from analysts, giving upside conviction. Benzinga
• Positive Sentiment: Underwriting discipline emphasized — coverage notes and deep-dive pieces highlight management’s focus on selective growth and disciplined underwriting, which supports sustainable profitability going forward. HG Q1 deep dive: Underwriting discipline and selective growth shape earnings
• Neutral Sentiment: Market-driven momentum — commentary notes that HG has gained with broader NYSE strength, suggesting some price moves are correlated with the market rather than company-specific news. Hamilton Insurance Gains Momentum Amid NYSE Strength
• Negative Sentiment: Revenue missed estimates — Q1 revenue came in at ~$758.9M versus analyst estimates near $933.9M, a meaningful top-line shortfall that may have tempered enthusiasm despite the EPS beat. Hamilton Q1 Press Release (PDF)
• Negative Sentiment: Profit-taking / higher volume — trading volume has been above average and the shares have run toward a 52-week high, so short-term selling or rotation into names with clearer top-line growth may be pressuring the stock today. Hamilton (HG) Market Data

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.

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