Teacher Retirement System of Texas Sells 52,349 Shares of Selective Insurance Group, Inc. $SIGI

Teacher Retirement System of Texas cut its holdings in shares of Selective Insurance Group, Inc. (NASDAQ:SIGI) by 68.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 23,983 shares of the insurance provider’s stock after selling 52,349 shares during the quarter. Teacher Retirement System of Texas’ holdings in Selective Insurance Group were worth $1,944,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently modified their holdings of the company. Merit Financial Group LLC raised its position in shares of Selective Insurance Group by 4.0% in the third quarter. Merit Financial Group LLC now owns 3,345 shares of the insurance provider’s stock valued at $271,000 after purchasing an additional 129 shares during the period. Verdence Capital Advisors LLC grew its stake in Selective Insurance Group by 2.4% in the 3rd quarter. Verdence Capital Advisors LLC now owns 6,962 shares of the insurance provider’s stock valued at $535,000 after buying an additional 160 shares in the last quarter. Heritage Family Offices LLP raised its holdings in Selective Insurance Group by 5.0% during the 3rd quarter. Heritage Family Offices LLP now owns 3,789 shares of the insurance provider’s stock valued at $307,000 after acquiring an additional 181 shares during the period. Pullen Investment Management LLC lifted its position in shares of Selective Insurance Group by 0.9% during the second quarter. Pullen Investment Management LLC now owns 22,748 shares of the insurance provider’s stock worth $1,971,000 after acquiring an additional 200 shares in the last quarter. Finally, Retirement Systems of Alabama lifted its position in shares of Selective Insurance Group by 0.4% during the second quarter. Retirement Systems of Alabama now owns 74,279 shares of the insurance provider’s stock worth $6,436,000 after acquiring an additional 272 shares in the last quarter. Hedge funds and other institutional investors own 82.88% of the company’s stock.

Selective Insurance Group Stock Performance

Shares of SIGI opened at $84.08 on Friday. Selective Insurance Group, Inc. has a 12-month low of $71.75 and a 12-month high of $93.38. The company has a current ratio of 0.32, a quick ratio of 0.32 and a debt-to-equity ratio of 0.27. The company has a market cap of $5.08 billion, a PE ratio of 11.23 and a beta of 0.24. The stock has a 50-day moving average price of $82.03 and a 200-day moving average price of $80.45.

Selective Insurance Group (NASDAQ:SIGI) last announced its earnings results on Thursday, January 29th. The insurance provider reported $2.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.24 by $0.33. Selective Insurance Group had a net margin of 8.74% and a return on equity of 14.49%. The business had revenue of $1.36 billion during the quarter, compared to analyst estimates of $1.36 billion. During the same period in the previous year, the business posted $1.62 earnings per share. Selective Insurance Group’s revenue for the quarter was up 8.6% on a year-over-year basis. As a group, equities analysts forecast that Selective Insurance Group, Inc. will post 7.62 earnings per share for the current fiscal year.

Selective Insurance Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Friday, February 13th will be given a $0.43 dividend. The ex-dividend date is Friday, February 13th. This represents a $1.72 annualized dividend and a yield of 2.0%. Selective Insurance Group’s payout ratio is 22.96%.

More Selective Insurance Group News

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

• Positive Sentiment: Q4 earnings beat consensus — SIGI reported $2.57 EPS vs. $2.24 expected and revenue roughly in line at $1.36B; EPS rose sharply year-over-year, supporting earnings upside expectations. Zacks: SIGI Beats Q4 Estimates
• Positive Sentiment: Underwriting and operations showed strength — operating income up ~59%, record net premiums written for 2025, improved combined ratio and higher investment income, which together point to better core profitability. Zacks: Solid Underwriting
• Positive Sentiment: Dividend declared — board approved a quarterly dividend of $0.43 per share (ex-dividend Feb 13; pay date Mar 2), signaling confidence in cash flow and capital position and supporting income-focused holders.
• Neutral Sentiment: Corporate governance bylaw update — the board announced updates to the company’s bylaws on Jan 29; details could matter to governance-focused investors but appear procedural for now. TipRanks: Governance Update
• Neutral Sentiment: Earnings call transcript and coverage available — management commentary (transcript) and multiple write-ups provide color on reserve development, pricing, and capital deployment; useful for investors parsing sustainability of the beat. Seeking Alpha: Q4 2025 Call Transcript

Wall Street Analyst Weigh In

SIGI has been the subject of several recent research reports. Zacks Research upgraded Selective Insurance Group from a “strong sell” rating to a “hold” rating in a research report on Friday, October 3rd. Piper Sandler lifted their target price on Selective Insurance Group from $76.00 to $79.00 and gave the company a “neutral” rating in a report on Monday, December 22nd. Keefe, Bruyette & Woods decreased their price target on Selective Insurance Group from $82.00 to $81.00 and set a “market perform” rating on the stock in a research report on Tuesday, January 6th. Weiss Ratings restated a “hold (c-)” rating on shares of Selective Insurance Group in a research report on Wednesday, October 8th. Finally, Morgan Stanley upped their target price on shares of Selective Insurance Group from $70.00 to $72.00 and gave the stock an “underweight” rating in a report on Monday, November 17th. One equities research analyst has rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $81.60.

Selective Insurance Group Profile

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.