Selective Insurance Group (NASDAQ:SIGI) Issues Quarterly Earnings Results, Beats Estimates By $0.33 EPS

Selective Insurance Group (NASDAQ:SIGI) posted its quarterly earnings results on Thursday. The insurance provider reported $2.57 earnings per share for the quarter, beating the consensus estimate of $2.24 by $0.33, FiscalAI reports. The company had revenue of $1.36 billion during the quarter, compared to analyst estimates of $1.36 billion. Selective Insurance Group had a net margin of 7.78% and a return on equity of 12.96%. The firm’s revenue for the quarter was up 8.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.62 earnings per share.

Selective Insurance Group Price Performance

Selective Insurance Group stock traded down $2.16 during mid-day trading on Friday, hitting $81.92. 317,547 shares of the company traded hands, compared to its average volume of 500,444. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.32 and a current ratio of 0.32. Selective Insurance Group has a one year low of $71.75 and a one year high of $93.38. The stock has a market cap of $4.95 billion, a price-to-earnings ratio of 12.63 and a beta of 0.24. The stock has a fifty day moving average price of $81.91 and a 200-day moving average price of $80.48.

Selective Insurance Group Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Friday, February 13th will be given a dividend of $0.43 per share. The ex-dividend date is Friday, February 13th. This represents a $1.72 annualized dividend and a yield of 2.1%. Selective Insurance Group’s payout ratio is presently 26.50%.

Analyst Ratings Changes

A number of research analysts have recently weighed in on SIGI shares. Morgan Stanley increased their target price on shares of Selective Insurance Group from $70.00 to $72.00 and gave the company an “underweight” rating in a research report on Monday, November 17th. Keefe, Bruyette & Woods reduced their price objective on Selective Insurance Group from $82.00 to $81.00 and set a “market perform” rating for the company in a report on Tuesday, January 6th. Zacks Research upgraded Selective Insurance Group from a “strong sell” rating to a “hold” rating in a research note on Friday, October 3rd. BMO Capital Markets cut Selective Insurance Group from an “outperform” rating to a “market perform” rating and set a $81.00 price target on the stock. in a research report on Tuesday, October 28th. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Selective Insurance Group in a report on Wednesday, October 8th. One analyst has rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Selective Insurance Group presently has a consensus rating of “Hold” and an average price target of $81.60.

Institutional Trading of Selective Insurance Group

A number of hedge funds have recently made changes to their positions in SIGI. Amundi increased its stake in Selective Insurance Group by 398.7% in the first quarter. Amundi now owns 389 shares of the insurance provider’s stock valued at $36,000 after acquiring an additional 311 shares during the last quarter. Danske Bank A S purchased a new position in shares of Selective Insurance Group in the 3rd quarter worth about $57,000. Advisory Services Network LLC bought a new position in shares of Selective Insurance Group during the 3rd quarter valued at about $68,000. EverSource Wealth Advisors LLC increased its position in shares of Selective Insurance Group by 415.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 846 shares of the insurance provider’s stock valued at $73,000 after purchasing an additional 682 shares during the last quarter. Finally, State of Wyoming purchased a new position in shares of Selective Insurance Group during the 2nd quarter valued at about $108,000. 82.88% of the stock is owned by institutional investors.

Key Stories Impacting Selective Insurance Group

Here are the key news stories impacting Selective Insurance Group this week:

• Positive Sentiment: Q4 earnings beat and strong underwriting: SIGI reported GAAP EPS of $2.57 vs. $2.24 consensus, with operating income up ~59%, improved combined ratio and higher investment income—signals of better core underwriting and earnings quality. Selective Insurance 4Q Earnings Beat Estimates on Solid Underwriting
• Positive Sentiment: Dividend declared: Board approved a quarterly cash dividend of $0.43/share (ann. yield ~2.0%), reinforcing income return to shareholders and supporting yield-focused investors.
• Neutral Sentiment: Revenue roughly in line: Q4 revenue came in at about $1.36B (up ~8.6% YoY) and matched expectations, so top-line growth is steady but not a surprise to the street. Selective Insurance (SIGI) Reports Q4 Earnings: What Key Metrics Have to Say
• Neutral Sentiment: Conference materials available: Company released press materials and a slide deck for the call—useful for digging into reserve development, combined ratio detail and segment performance. View Press Release / Slide Deck
• Negative Sentiment: Market reaction: Shares fell on the day despite the beat—likely profit-taking (“sell the news”), and the beat included offsetting signals (revenue in line, modest yield). Low trading volume and a relatively low beta suggest short-term moves may be driven by positioning rather than fresh fundamental deterioration.

About Selective Insurance Group

Selective Insurance Group, Inc is an insurance holding company headquartered in Branchville, New Jersey. The organization traces its roots to a regional provider of property and casualty coverage and became a publicly traded holding company following its initial public offering in 1999. Since its formation, Selective has expanded through strategic acquisitions and organic growth initiatives to broaden its product offerings and strengthen its market position.

The company’s core business encompasses a broad range of property and casualty insurance products designed to serve both commercial and personal lines customers.