The Hartford Insurance Group, INYSE: HIG
Financials · Property & Casualty Insurance
$130.51
-4.05%
Vol: 71K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Hartford holds 2026 annual shareholder meeting; sector pressure weighs on stockNeutral▶
Hartford Insurance Group held its 2026 Annual Meeting of Shareholders on Wednesday, May 20 at 12:30 p.m. EDT. Stock trades around $133.49 (market cap $36.69B), with the multi-line insurance sector down ~2.8% on average since recent earnings due to a book-value-per-share miss. HIG remains up 4.2% over 52 weeks but is slightly down YTD.
May 20No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 19Hartford Insurance will host its virtual annual shareholder meeting on May 20 (Wednesday) at 12:30 p.m. EDT.Neutral▶
Hartford Insurance Group's 2026 Annual Meeting of Shareholders is scheduled for May 20, 2026 (per some sources May 21), held virtually at 12:30 p.m. EDT. Q1 results showed revenues of $7.23B, up 6.1% YoY, exceeding analyst expectations. Raymond James lowered its PT to $150 from $160 maintaining Outperform, while Mizuho raised PT to $159 from $158. Bear case: multi-line insurance peers saw average 2.8% share-price decline post-earnings on margin pressure, and the upcoming meeting may produce governance or capital-return commentary that shifts sentiment either direction.
May 18No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 15Hartford Insurance sues Data Axle over privacy class action coverage as Raymond James trims PT to $150 ahead of May 21 annual meeting.Mixed▶
Hartford Insurance Group units filed suit against Data Axle on May 6 seeking a declaration that they owe no coverage for a proposed class action over use of personal data. Q1 2026 results were mixed: revenue rose to $7.23B and basic EPS hit $3.08, but net income fell 12% to $487M due to $1.2B of pre-tax catastrophe losses (the highest Q1 cat losses in company history). Raymond James cut its price target to $150 from $160 while maintaining Outperform. The board declared a Series G preferred dividend payable May 15, and the company will host its virtual annual shareholder meeting on May 21. Average analyst rating remains Buy.
May 14The Hartford reported Q1 2026 net income of $851M ($3.04 EPS), up 36% YoY, with revenue of $7.23B; analysts split with Mizuho raising target and UBS/Raymond James trimming.Positive▶
The Hartford Insurance Group reported Q1 2026 revenue of $7,226M and net income of $856M, with Q1 net income available to common stockholders of $851M ($3.04/diluted share) up 36% from $625M ($2.15) year-over-year. Basic EPS from continuing operations rose to $3.08. Analyst actions in late April/early May: Raymond James lowered target to $150 from $160 (keeps Outperform), Mizuho raised target to $159 from $158, UBS lowered to $155 from $157. The Hartford declared quarterly dividends of $0.60/common share and $375/Series G preferred share. The company announced a partnership with University of Connecticut on energy innovation and extreme heat research. Stock traded near $133.49 (~$36.7B market cap) on May 6, with P/E of 9.42 and dividend yield of 1.7%.
May 13Hartford Insurance heads into May 20 annual meeting as institutional holders trim positions and analysts adjust price targetsNeutral▶
Hartford Insurance Group is preparing for its virtual annual meeting on May 20, 2026, where shareholders will vote on 11 director nominees, ratify Deloitte & Touche, and decide on a shareholder proposal for written consent rights that the Board opposes. On May 12, 2026, Swiss Life Asset Management disclosed an 8.0% reduction in its HIG stake, and Kepler Cheuvreux trimmed its holdings by 6.8%, signaling some institutional rotation. Analyst sentiment remains mixed following the April 23 Q1 print where HIG missed by $0.30 with $3.09 EPS versus $3.39 consensus; Raymond James cut its target to $150 from $160 keeping Outperform, while Mizuho lifted to $159. Hartford also highlighted a UConn research partnership on extreme heat and energy innovation. The board declared a $0.375 Series G preferred dividend payable May 15.
May 12Hartford Insurance sues Data Axle May 6 to disclaim privacy class action coverage; Raymond James cuts PT to $150Mixed▶
Hartford Insurance Group units sued Data Axle Inc. on May 6, 2026, seeking a court declaration that they owe no coverage for a proposed class action alleging Data Axle used people's identities without consent to market its services. Multiple policy exclusions for intentional conduct, access to confidential information, and privacy statute violations are cited. Raymond James analyst C. Gregory Peters lowered the Hartford price target to $150 from $160 (Outperform). Q1 results were strong with valuation now appearing reasonable. The Hartford was named an insurance industry leader by Just Capital and CNBC in 2026 rankings. The board approved a $0.375 per depository share preferred dividend payable May 15. The Hartford extended its partnership with Active Minds on student mental health support.
May 11Hartford Insurance posted Q1 revenue of $7.23B and earned industry leadership recognition, though stock pulled back amid analyst PT cuts.Mixed▶
The Hartford Insurance Group reported first-quarter 2026 revenue of $7,226 million and net income of $856 million, both higher year-over-year, with basic EPS from continuing operations rising to $3.08. The Hartford was named an Insurance Industry Leader by Just Capital and CNBC in 2026 rankings. The company announced a strategic partnership with the University of Connecticut focused on energy innovation and extreme heat research, signaling expansion into emerging risks for data centers and new energy. Analyst moves were mixed: UBS lowered its price target to $155 from $157, Raymond James cut to $150 from $160, while Mizuho raised to $159 from $158. Shares traded near $133.49 on May 6 with weak near-term sentiment pressuring the neutral long-term outlook.
May 8Hartford reports Q1 EPS $3.09 missing estimate by 30 cents; analyst targets remain supportive but mixedNeutral▶
Hartford Insurance Group reported Q1 2026 EPS of $3.09, missing consensus estimate of $3.39 by $0.30, with revenue of $14.45 billion exceeding $7.41 billion estimate. Analyst activity shows mixed sentiment: Raymond James lowered target to $150 from $160, Mizuho raised to $159 from $158, and UBS lowered to $155 from $157. Company was named Insurance Industry Leader by Just Capital and CNBC in 2026 rankings. Declared quarterly dividend of $0.60 per share. Stock pullback provides potential entry point despite mixed near-term signals from recent analyst revisions.
May 7Hartford Insurance Q1 EPS $3.09 misses estimate of $3.39; revenue $14.45B beats expectations; mixed analyst sentiment continuesMixed▶
Hartford Insurance reported Q1 earnings of $3.09 per share, missing consensus estimate of $3.39 by $0.30. However revenue of $14.45B beat consensus of $7.41B. Named insurance industry leader by Just Capital and CNBC 2026 rankings. Extended collaboration with Active Minds for student mental health support. Declared quarterly dividends of $0.60/share on common and $375/share on Series G Preferred. Sued Data Axle Inc. seeking court declaration of no coverage for privacy litigation. Stock experiencing pullback with mixed analyst views. Raymond James lowered PT to $150 from $160; Mizuho raised PT to $159 from $158.
May 6Hartford Insurance projects strong Q1 with 49.6% EPS growth to $3.29; Q4 2025 net income up 33% to $1.1BPositive▶
Hartford Insurance Group reported Q4 2025 net income of $1.1 billion, up 33%, with property/casualty written premiums up 5% driven by 7% growth in business insurance. Q1 2026 is projected to show 49.6% EPS growth to $3.29 with revenue up 9.3% to $5.2 billion. Analyst activity shows mixed sentiment: Raymond James lowered target to $150 from $160, while Mizuho raised to $159 from $158 and UBS lowered to $155 from $157. The Hartford declared a quarterly dividend of $0.60 per share and was recognized as an insurance industry leader by Just Capital.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CBCHUBB | $327.46 | -0.85% | -0.0% | 11.3x | 0.44 | $128.1B |
| PGRPROGRESSIVE | $202.41 | +1.73% | -2.5% | 12.3x | 0.29 | $116.1B |
| TRVTRAVELERS | $308.43 | +0.39% | +0.4% | 10.8x | 0.51 | $65.3B |
| ALLALLSTATE | $221.37 | +3.23% | -3.1% | 8.2x | 0.21 | $55.2B |
| HIGHARTFORD | $130.51 | -4.05% | -0.4% | 9.4x | 0.50 | $37.3B |
| ACGLARCH | $91.72 | -4.59% | +0.3% | 9.7x | 0.33 | $33.6B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.