HG · Hamilton Insurance Group, Ltd.
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 7, 2026TL;DR. Hamilton reported strong first-half premium growth, net income of $277.3 million, and a 92.5% combined ratio, while reaffirming low-double-digit full-year growth and a low-to-mid-90s combined ratio. Quarterly results were pressured by $50 million of catastrophe losses, primarily from the Middle East conflict, which lifted the combined ratio to 95.0% from 86.8%.
- + First-half gross premiums written increased 13.9% to $1.8 billion.
- + Full-year low-double-digit premium growth and low-to-mid-90s combined ratio guidance remained unchanged.
- + The Two Sigma Hamilton Fund generated a 5.1% net return in the second quarter.
- + Hamilton Select was upgraded to an A rating by AM Best.
- − The quarterly combined ratio worsened to 95.0% from 86.8%.
- − Second-quarter catastrophe losses were $50 million, primarily related to the Middle East conflict.
- − Quarterly underwriting income declined to $29 million from $67 million.
- − Bermuda recorded $16 million of unfavorable prior-year casualty development.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Catastrophe loss ratio - prior year development | 0.7% | three months ended June 30, 2026 filing | — |
| Change in tangible book value per common share | 5.6% | three months ended June 30, 2026 filing | — |
| Combined ratio | 95% | three months ended June 30, 2026 filing | — |
| International Segment Combined ratio | 97% | three months ended June 30, 2026 filing | — |
| Loss and loss adjustment expense ratio | 61.7% | three months ended June 30, 2026 filing | — |
| Other underwriting expense ratio | 8.5% | three months ended June 30, 2026 filing | — |
| Other underwriting expenses non-GAAP | 53.89M | three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP General and administrative expenses 66.93M
-13.04M Corporate expenses
= Other underwriting expenses 53.89M
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| Third party fee income non-GAAP | 3.9M | three months ended June 30, 2026 filing | — |
| TS Hamilton Fund returns, net of investment management fees and performance incentive allocation | 5.1% | three months ended June 30, 2026 filing | — |
| Underwriting income (loss) non-GAAP | 29.11M | three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income (loss), prior to non-controlling interest 254.8M
-252.3M Total net realized and unrealized gains (losses) on investments and net investment income (loss)
+2.63M Net foreign exchange gains (losses)
+13.04M Corporate expenses
+3.7M Amortization of intangible assets
+4.76M Interest expense
+2.47M Income tax (expense) benefit
= Underwriting income (loss) 29.11M
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Insurance - Reinsurance — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HG
this stock
Hamilton Insurance Group, Ltd.
|
$2.19B | +18.4% | +24.7% | — | 2.0% |
|
RGA
Reinsurance Group Of America Inc
|
$16.24B | +21.0% | +7.2% | 10.9 | 1.5% |
|
EG
Everest Group, Ltd.
|
$14.20B | +7.6% | +1.2% | 7.8 | 5.0% |
|
RNR
Renaissancere Holdings Ltd
|
$13.53B | +13.2% | +9.9% | — | 3.6% |
|
SPNT
SiriusPoint Ltd
|
$2.95B | +10.8% | +23.1% | 6.3 | 4.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HG | -1.3% | -5.7% | +5.8% | -6.0% | +18.4% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -0.6% | -5.8% | -6.3% | -5.5% | +6.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.