Selective Insurance Group (NASDAQ:SIGI) Issues Earnings Results

Selective Insurance Group (NASDAQ:SIGI) issued its quarterly earnings results on Thursday. The insurance provider reported $2.57 EPS for the quarter, beating analysts’ consensus estimates of $2.24 by $0.33, FiscalAI reports. The firm had revenue of $1.36 billion during the quarter, compared to the consensus estimate of $1.36 billion. Selective Insurance Group had a return on equity of 14.49% and a net margin of 8.74%.Selective Insurance Group’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 posted $1.62 earnings per share.

Selective Insurance Group Price Performance

Shares of NASDAQ SIGI remained flat at $84.08 during trading hours on Friday. The company had a trading volume of 1,336,871 shares, compared to its average volume of 486,750. Selective Insurance Group has a fifty-two week low of $71.75 and a fifty-two week high of $93.38. The stock has a market cap of $5.08 billion, a PE ratio of 11.23 and a beta of 0.24. The firm has a fifty day moving average of $82.03 and a 200-day moving average of $80.45. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.32 and a quick ratio of 0.32.

Selective Insurance Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Friday, February 13th will be issued a dividend of $0.43 per share. This represents a $1.72 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Friday, February 13th. Selective Insurance Group’s dividend payout ratio is 22.96%.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of SIGI. AQR Capital Management LLC grew its position in Selective Insurance Group by 62.9% in the third quarter. AQR Capital Management LLC now owns 2,596,709 shares of the insurance provider’s stock valued at $208,048,000 after acquiring an additional 1,003,064 shares during the period. Dimensional Fund Advisors LP raised its position in Selective Insurance Group by 1.4% in the 3rd quarter. Dimensional Fund Advisors LP now owns 1,270,387 shares of the insurance provider’s stock worth $102,982,000 after purchasing an additional 17,511 shares during the last quarter. Bank of America Corp DE raised its position in shares of Selective Insurance Group by 40.0% during the second quarter. Bank of America Corp DE now owns 725,980 shares of the insurance provider’s stock worth $62,906,000 after acquiring an additional 207,258 shares during the last quarter. Franklin Resources Inc. raised its holdings in Selective Insurance Group by 58.9% during the 3rd quarter. Franklin Resources Inc. now owns 552,880 shares of the insurance provider’s stock worth $44,822,000 after purchasing an additional 204,947 shares during the last quarter. Finally, Verition Fund Management LLC raised its stake in shares of Selective Insurance Group by 6.5% during the third quarter. Verition Fund Management LLC now owns 434,184 shares of the insurance provider’s stock worth $35,199,000 after buying an additional 26,346 shares during the last quarter. 82.88% of the stock is currently owned by institutional investors and hedge funds.

Selective Insurance Group News Summary

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 Analysts Forecast Growth

Several research firms have recently commented on SIGI. Royal Bank Of Canada initiated coverage on shares of Selective Insurance Group in a report on Monday, November 24th. They issued an “outperform” rating and a $95.00 price target for the company. BMO Capital Markets lowered Selective Insurance Group from an “outperform” rating to a “market perform” rating and set a $81.00 price target for the company. in a research note on Tuesday, October 28th. Keefe, Bruyette & Woods reduced their price objective on shares of Selective Insurance Group from $82.00 to $81.00 and set a “market perform” rating for the company in a research report on Tuesday, January 6th. Zacks Research raised Selective Insurance Group from a “strong sell” rating to a “hold” rating in a research note on Friday, October 3rd. Finally, Morgan Stanley raised 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 given a Sell rating to the company’s stock. According to data from MarketBeat, Selective Insurance Group presently has a consensus rating of “Hold” and a consensus target price of $81.60.

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.