Zacks Research Issues Negative Estimate for SIGI Earnings

Key Points

• Zacks Research has revised its Q4 2025 earnings estimate for Selective Insurance Group, lowering it from $2.18 to $2.17 per share.
• The company recently reported Q2 earnings of $1.31 per share, missing consensus expectations of $1.55 per share.
• Selective Insurance Group's stock is currently rated as a "Hold" with a consensus price target of $87.33.

Selective Insurance Group, Inc. (NASDAQ:SIGI - Free Report) - Research analysts at Zacks Research dropped their Q4 2025 earnings per share estimates for shares of Selective Insurance Group in a research note issued on Tuesday, August 12th. Zacks Research analyst R. Department now forecasts that the insurance provider will post earnings of $2.17 per share for the quarter, down from their previous estimate of $2.18. The consensus estimate for Selective Insurance Group's current full-year earnings is $7.62 per share. Zacks Research also issued estimates for Selective Insurance Group's Q2 2027 earnings at $1.99 EPS and FY2027 earnings at $8.82 EPS.

Selective Insurance Group (NASDAQ:SIGI - Get Free Report) last announced its earnings results on Wednesday, July 23rd. The insurance provider reported $1.31 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.55 by ($0.24). Selective Insurance Group had a net margin of 7.50% and a return on equity of 12.61%. The business had revenue of $1.29 billion during the quarter, compared to analyst estimates of $1.32 billion. During the same period in the previous year, the company earned ($1.10) earnings per share.

Other equities analysts have also issued reports about the company. Piper Sandler cut their target price on Selective Insurance Group from $88.00 to $79.00 and set a "neutral" rating on the stock in a research report on Friday, July 25th. BMO Capital Markets set a $88.00 target price on Selective Insurance Group and gave the company an "outperform" rating in a research report on Tuesday, August 5th. Keefe, Bruyette & Woods cut their target price on Selective Insurance Group from $92.00 to $84.00 and set a "market perform" rating on the stock in a research report on Monday, July 28th. Wall Street Zen raised Selective Insurance Group from a "hold" rating to a "buy" rating in a research report on Thursday, May 15th. Finally, Morgan Stanley lowered Selective Insurance Group from an "equal weight" rating to an "underweight" rating and cut their target price for the company from $86.00 to $72.00 in a research report on Tuesday, August 5th. Two investment analysts have rated the stock with a sell rating, four have given a hold rating and two have assigned a buy rating to the stock. According to MarketBeat, the company presently has an average rating of "Hold" and a consensus price target of $87.33.

Selective Insurance Group Stock Down 1.1%

Shares of SIGI traded down $0.85 during trading on Thursday, reaching $78.54. The company's stock had a trading volume of 12,826 shares, compared to its average volume of 450,375. The company has a fifty day moving average of $84.07 and a two-hundred day moving average of $86.04. Selective Insurance Group has a twelve month low of $71.75 and a twelve month high of $103.56. The company has a market cap of $4.78 billion, a price-to-earnings ratio of 12.85 and a beta of 0.47. The company has a quick ratio of 0.33, a current ratio of 0.33 and a debt-to-equity ratio of 0.28.

Institutional Investors Weigh In On Selective Insurance Group

Several large investors have recently added to or reduced their stakes in the stock. Financial Strategies Group Inc. increased its position in Selective Insurance Group by 11.8% in the second quarter. Financial Strategies Group Inc. now owns 8,932 shares of the insurance provider's stock worth $770,000 after buying an additional 944 shares during the period. Cerity Partners LLC increased its position in Selective Insurance Group by 215.9% in the second quarter. Cerity Partners LLC now owns 27,955 shares of the insurance provider's stock worth $2,422,000 after buying an additional 19,107 shares during the period. Federated Hermes Inc. increased its position in Selective Insurance Group by 11.4% in the second quarter. Federated Hermes Inc. now owns 15,999 shares of the insurance provider's stock worth $1,386,000 after buying an additional 1,638 shares during the period. Jump Financial LLC acquired a new stake in Selective Insurance Group in the second quarter worth $216,000. Finally, Walleye Capital LLC acquired a new stake in Selective Insurance Group in the second quarter worth $242,000. 82.88% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Selective Insurance Group

In other news, Director Terrence W. Cavanaugh purchased 2,000 shares of the company's stock in a transaction that occurred on Friday, July 25th. The shares were acquired at an average cost of $75.72 per share, with a total value of $151,440.00. Following the transaction, the director owned 25,295 shares in the company, valued at approximately $1,915,337.40. The trade was a 8.59% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Thomas A. Mccarthy bought 2,500 shares of the company's stock in a transaction on Monday, July 28th. The stock was bought at an average cost of $77.42 per share, for a total transaction of $193,550.00. Following the completion of the transaction, the director directly owned 18,746 shares of the company's stock, valued at $1,451,315.32. This trade represents a 15.39% increase in their ownership of the stock. The disclosure for this purchase can be found here. In the last 90 days, insiders acquired 10,602 shares of company stock worth $817,440. 1.50% of the stock is owned by insiders.

Selective Insurance Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 2nd. Investors of record on Friday, August 15th will be given a dividend of $0.38 per share. This represents a $1.52 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Friday, August 15th. Selective Insurance Group's dividend payout ratio is currently 24.88%.

Selective Insurance Group Company Profile

Selective Insurance Group, Inc, together with its subsidiaries, provides insurance products and services in the United States. The company operates through four segments: Standard Commercial Lines, Standard Personal Lines, E&S Lines, and Investments. It offers casualty insurance products that covers the financial consequences of employee injuries in the course of employment and bodily injury and/or property damage to a third party; property insurance products, which covers the accidental loss of an insured's real property, personal property, and/or earnings due to the property's loss; and flood insurance products.

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