HG Earnings

HG reported its earnings on 2026-02-19, showcasing a revenue of 728.33M against an estimate of 637.31M, resulting in a 14.28% surprise. The EPS was 1.65, surpassing the expected 0.69 by 139.13%. The stock experienced a 3.79% price change on the earnings day and a 6.62% change over the next five days, reflecting market reactions to the results.

Following HG's earnings announcement on 2026-02-19, the stock price moved by 3.79% on the day of the release. Over the subsequent five days, it saw a 6.62% change. Historically, HG's stock price tends to shift by an average of 0.53% in the 10 days leading up to earnings and 9.66% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate HG's annual revenue to reach 577.10M, while the EPS is projected at 1.24. These estimates reflect recent revisions, with revenue estimates revised downward by -0.02% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between HG's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.02%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, HG's stock price typically moves by 0.53% in the 10 days before its earnings and 9.66% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.24 and revenue of 577.10M.

The earnings call highlights strong financial performance with a special dividend and share buyback plans, indicating shareholder returns. There is optimism in casualty lines and specialty reinsurance, despite competition in E&S. The company is cautious but sees opportunities in data centers and pricing trends. Guidance on corporate expenses is stable, and the Bermuda tax credit offers operational benefits. Although there are some risks, the overall sentiment is positive, suggesting a potential stock price increase.