Selective Insurance Group (NASDAQ:SIGI) Posts Quarterly Earnings Results, Misses Estimates By $0.12 EPS

Selective Insurance Group (NASDAQ:SIGI) released its earnings results on Wednesday. The insurance provider reported $1.69 earnings per share for the quarter, missing the consensus estimate of $1.81 by ($0.12), FiscalAI reports. The firm had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.29 billion. Selective Insurance Group had a net margin of 8.39% and a return on equity of 13.81%. The business’s revenue was up 5.7% compared to the same quarter last year. During the same quarter last year, the business earned $1.76 EPS.

Selective Insurance Group Trading Down 1.5%

Selective Insurance Group stock traded down $1.27 during trading on Friday, reaching $83.11. 144,167 shares of the company were exchanged, compared to its average volume of 570,989. The stock’s 50 day simple moving average is $79.74 and its two-hundred day simple moving average is $80.96. The company has a debt-to-equity ratio of 0.26, a current ratio of 0.32 and a quick ratio of 0.32. The company has a market capitalization of $4.98 billion, a P/E ratio of 11.37 and a beta of 0.26. Selective Insurance Group has a 52-week low of $71.75 and a 52-week high of $91.63.

Selective Insurance Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Friday, May 15th will be given a dividend of $0.43 per share. The ex-dividend date is Friday, May 15th. This represents a $1.72 dividend on an annualized basis and a yield of 2.1%. Selective Insurance Group’s dividend payout ratio (DPR) is presently 22.96%.

More Selective Insurance Group News

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

• Positive Sentiment: Management reaffirmed 2026 GAAP combined?ratio guidance of 96.5%–97.5% and after?tax net investment income of $465M despite a more competitive casualty market, signaling confidence in the outlook. Selective reaffirms 2026 GAAP combined ratio…
• Positive Sentiment: Company posted double?digit investment income gains and year?over?year revenue growth in Q1, partially offsetting underwriting pressure and supporting earnings power from the investment portfolio. Selective posts revenue growth and double-digit investment income gains…
• Positive Sentiment: Selective declared a quarterly cash dividend of $0.43 per share (ex?dividend May 15), maintaining shareholder returns (roughly 2.0% yield). This supports income?oriented investors.
• Neutral Sentiment: Management hosted an earnings call and issued a slide deck/presentation providing additional detail on Q1 performance and strategy; useful for tracking reserve and pricing commentary. Q1 results – earnings call presentation
• Negative Sentiment: Q1 EPS was $1.69 vs. consensus ~$1.81; revenue $1.23B missed estimates (~$1.29B). The EPS shortfall and sales miss triggered the share weakness. Selective Insurance Q1 Earnings Miss Estimates…
• Negative Sentiment: Company cited catastrophe losses and weaker underwriting margins as the key drags on profitability — these are the main near?term risks investors are pricing in. Q1 2026 Earnings Call Highlights
• Negative Sentiment: Sales/underwriting metrics below analyst expectations (several outlets flagged revenue shortfall), raising concerns about top?line momentum in competitive casualty markets. Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings

Institutional Investors Weigh In On Selective Insurance Group

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Los Angeles Capital Management LLC acquired a new stake in Selective Insurance Group during the fourth quarter worth $25,000. Amundi increased its stake in Selective Insurance Group by 398.7% during the first quarter. Amundi now owns 389 shares of the insurance provider’s stock worth $36,000 after acquiring an additional 311 shares during the last quarter. Danske Bank A S acquired a new stake in Selective Insurance Group during the third quarter worth $57,000. State of Wyoming increased its stake in Selective Insurance Group by 17.7% during the fourth quarter. State of Wyoming now owns 750 shares of the insurance provider’s stock worth $63,000 after acquiring an additional 113 shares during the last quarter. Finally, Advisory Services Network LLC acquired a new stake in Selective Insurance Group during the third quarter worth $68,000. Institutional investors and hedge funds own 82.88% of the company’s stock.

Wall Street Analyst Weigh In

SIGI has been the topic of several research reports. Piper Sandler raised their target price on Selective Insurance Group from $79.00 to $86.00 and gave the company a “neutral” rating in a research report on Monday, February 2nd. Royal Bank Of Canada restated an “outperform” rating and issued a $95.00 target price on shares of Selective Insurance Group in a research report on Monday, March 23rd. Weiss Ratings restated a “hold (c)” rating on shares of Selective Insurance Group in a research report on Wednesday, March 25th. Finally, Keefe, Bruyette & Woods decreased their target price on Selective Insurance Group from $92.00 to $84.00 and set a “market perform” rating on the stock in a research report on Tuesday, April 7th. One investment 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. According to data from MarketBeat, Selective Insurance Group has a consensus rating of “Hold” and an average price target of $83.60.

Selective Insurance Group Company 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.