Specialty insurance company Hamilton Insurance Group (NYSE: HG) will be reporting results this Tuesday after the bell. Here’s what to look for.
Hamilton Insurance Group beat analysts’ revenue expectations by 22.1% last quarter, reporting revenues of $740.8 million, up 26% year on year. It was an exceptional quarter for the company, with a beat of analysts’ EPS estimates and an impressive beat of analysts’ revenue estimates.
Is Hamilton Insurance Group a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Hamilton Insurance Group’s revenue to grow 18% year on year to $605.4 million, slowing from the 29.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.67 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Hamilton Insurance Group has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 17.7% on average.
Looking at Hamilton Insurance Group’s peers in the reinsurance segment, some have already reported their Q3 results, giving us a hint as to what we can expect. RenaissanceRe’s revenues decreased 19.5% year on year, beating analysts’ expectations by 9.7%, and AXIS Capital reported revenues up 3.9%, topping estimates by 1.4%. RenaissanceRe traded up 7% following the results while AXIS Capital was also up 6.1%.
Read our full analysis of RenaissanceRe’s results here and AXIS Capital’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the reinsurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.9% on average over the last month. Hamilton Insurance Group is down 5.2% during the same time and is heading into earnings with an average analyst price target of $27.14 (compared to the current share price of $23.67).
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