The Hartford Insurance Group, INYSE: HIG
Financials · Property & Casualty Insurance
$136.06
-0.55%
Vol: 1.1M
Research Digest
Friday, May 1, 2026
Hartford Insurance reported strong Q1 2026 results with core earnings of $866M and 20.3% core ROE, though Personal Insurance premium declined 6%.
The Hartford Insurance Group reported robust Q1 2026 results with core earnings of $866 million and core earnings ROE of 20.3%, driving revenue of $7.226 billion and net income of $856 million (both higher YoY). Business Insurance delivered strong 6% written premium growth with 89.2% underlying combined ratio. Personal Insurance faced headwinds with 6% premium decline, including 10% auto decline despite 4% home growth. Annual meeting scheduled for May 20.
Previous Market Intelligence
13 daysApr 30Hartford Insurance reports Q1 2026 strong core ROE of 20.3% despite record catastrophe lossesMixed▶
Hartford Insurance Group reported Q1 2026 core earnings ROE of 20.3% with strong business insurance growth of 6% and combined ratio of 89.2. However, net income fell 12% to $487 million due to record $1.2 billion pre-tax catastrophe losses in the quarter. The company repurchased 3.3 million shares for $450 million. Business Insurance segment delivered strong performance with 6% written premium growth, while personal auto line experienced pressures from elevated used car prices and extended repair times.
Apr 29Hartford Insurance Q1 2026 net income surges 36% to $851M with 6% premium growthPositive▶
Hartford Insurance Group reported Q1 2026 net income of $851 million, up 36% year-over-year, with earnings of $3.04 per diluted share, though missing estimates of $3.43. Core earnings margin improved to 20.3%. Business Insurance delivered 6% written premium growth with an 89.2% underlying combined ratio. The company returned $617M to shareholders through $450M in buybacks and $167M in dividends. Book value per share rose to $66.58. However, short-term disability and paid family leave lines experienced higher incident rates.
Apr 16Hartford Insurance Group posted strong Q4 2025 with net income up 33% to $1.1B and core earnings of $4.06 per diluted share.Positive▶
The Hartford delivered record financial performance in 2025 with net income rising 23% to $3.8 billion and core earnings ROE reaching 19.4%, nearly double the industry average. Business insurance showed 8% written premium growth with excellent margins, while personal insurance returned to profitability. The company is implementing an AI-first strategy across claims and underwriting and rolling out its Prevail platform (10 states live, 30 launches planned by early 2027). Recently appointed Natalie Burns as Head of Enterprise Sales and Distribution.
Apr 15Hartford Insurance announced partnership with UConn on April 14 for energy and worker safety research, plus strong Q1 EPS of $4.06.Mixed▶
The Hartford announced a partnership with the University of Connecticut on April 14, 2026, to advance energy innovation research and worker safety. The company posted Q1 2026 earnings per share of $4.06, beating consensus by $0.84. Average analyst price target stands at $149.38 suggesting 8.85% upside.
Apr 14Hartford Insurance lowers analyst price targets citing sluggish premium growth; Q1 earnings expected April 23.Neutral▶
Hartford reported strong Q4 2025 earnings of $4.06 EPS. Both Cantor Fitzgerald (PT: $160) and Barclays (PT: $159) lowered targets but maintained Overweight ratings. Q1 2026 earnings release scheduled April 23.
Apr 13Hartford Insurance Q1 earnings April 23 expected at $3.28 EPS (up 49% YoY); analysts adjust price targets to $159-$160.Positive▶
Hartford will report Q1 2026 earnings April 23. Analysts expect EPS of $3.28, up 49.1% from $2.20 year-ago. Cantor Fitzgerald lowered price target to $160 from $165 and Barclays to $159 from $162, both maintaining Overweight. HIG reported strong 2025 results: $28.38B revenue (+6.84% YoY), $3.82B earnings (+23.46% YoY), with 20.3% ROE. Consensus rating: Buy, $149.38 target.
Apr 10Hartford Insurance receives Wells Fargo price target increase to $160 on April 9; Q1 earnings expected to show 49.1% EPS growth.Positive▶
Wells Fargo raised price target on Hartford Insurance to $160 from $156 on April 9, maintaining Overweight rating. Analysts expect Q1 EPS of $3.28 per share, up 49.1% from $2.20 year-ago. Keefe Bruyette Woods downgraded to Market Perform. Company set to report Q1 earnings on April 23.
Apr 9Hartford Insurance reports 33% net income surge in Q4; dividend yield 1.6%Positive▶
The Hartford reported Q4 2025 net income of $1.1B (up 33%), full-year 2025 net income $3.8B, and property/casualty written premiums up 5% led by 7% growth in business insurance segment. Company appointed Vladimir Stojanovic for new Chief Strategy role and promoted Prateek Chhabra to Chief Risk Officer. Barclays lowered price target to $159 from $162 but maintained Overweight. Stock at $135.88 with 1.6% dividend yield.
Apr 8Hartford Insurance Group holds steady with mixed analyst sentiment; dividend yield 1.6% with dividend growth focusNeutral▶
The Hartford Insurance Group (HIG) trades with mixed analyst signals: Evercore ISI downgraded to Hold on February 26 while KBW maintains Buy. Stock fluctuates $135-136 with P/E of 10.23 and 1.6% dividend yield. Insider stock sales reported in early March. 52-week range $107.49-$144.50 with recent focus on technological advancements and strategic growth initiatives. Company positions for 2026 performance gains but faces margin pressures. Challenges in expense management prompt analysts to question growth prospects amid declining demand in certain segments.
Apr 7Hartford Q4 2025 core profit +33% to $4.06; share buybacks rising to $450M/qtr.Positive▶
Hartford Q4 2025 core earnings $1.15B ($4.06 EPS), +33% YoY. Targets growing property insurance from $3.3B to $3.6-3.7B in 2026. Quarterly buyback rising to $450M starting Q1 2026. Insurance Industry Leader at Just Capital/CNBC. Q1 2026 expected April 23. Stock ~$135.
Apr 6No Significant Overnight UpdatesNeutral▶
No material news in the last 48 hours. Hartford Insurance Group trading activity and fundamentals remain stable. Check official investor relations for latest press releases and scheduled earnings announcements.
Apr 3The Hartford Insurance declares $0.60 dividend; Q1 earnings expected April 23 with 49% EPS growth YoY.Positive▶
The Hartford's Board approved a $0.60 per common share dividend payable April 2. Q1 2026 earnings expected April 23 with consensus EPS estimate of $3.28, up 49.1% from $2.20 in prior year. Analyst consensus: Moderate Buy (7 buy, 9 hold, 2 strong buy from 18 firms). Evercore ISI has PT of $145. Stock trading near $134.44 with 1.6% daily gain.
Apr 2Hartford Financial Services stock up 0.04% overnight; Keefe Bruyette raised target to $163 and Citi raised to $143; analysts maintain Buy consensus.Neutral▶
Hartford Financial Services Group trading at $134.89, up 0.04% in the past 24 hours. Keefe Bruyette raised price target to $163 from $160 and Citi raised target to $143 from $138 (both in early February 2026). Evercore ISI issued a Hold rating on February 26, 2026. The average 12-month price target is $150.85 with high estimate of $163 and low of $135. Eleven analysts recommend buying the stock with overall Buy rating. The company shows strong fundamentals and growth potential despite risks from competition and catastrophe losses.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CBCHUBB | $326.61 | -0.12% | +0.0% | 11.2x | 0.50 | $126.8B |
| PGRPROGRESSIVE | $199.87 | -0.70% | +2.5% | 12.5x | 0.33 | $117.6B |
| TRVTRAVELERS | $305.05 | -0.03% | +3.2% | 10.7x | 0.52 | $64.9B |
| ALLALLSTATE | $217.11 | -0.07% | +4.3% | 8.4x | 0.22 | $56.1B |
| HIGHARTFORD | $136.06 | -0.55% | +0.3% | 9.5x | 0.53 | $37.5B |
| ACGLARCH | $93.92 | -0.57% | -2.4% | 9.4x | 0.38 | $33.4B |
Key Fundamentals
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Moving Averages
Price between 50d and 200d. Testing 50d support.