Hamilton Insurance Group, Ltd. (HG) Earnings History

Hamilton Insurance Group, Ltd. - Q4 2025 EarningsBeat

Filed at: Feb 19, 2026, 4:18 PM EST|Read from source

EXECUTIVE SUMMARY

Hamilton Insurance Group reported a strong financial performance for the full year 2025, driven by significant growth in gross premiums written and improved underwriting results, leading to a substantial increase in net income and book value per share. The company highlighted its disciplined approach to managing market cycles and declared a special dividend, reflecting confidence in its financial stability and strategic execution.

POSITIVE HIGHLIGHTS

  • •

    Net income increased by 44% to $577 million for the full year 2025, with a 22% return on average equity.

    positive
  • •

    Gross premiums written grew 21% to $2.9 billion for the full year 2025.

    positive
  • •

    Book value per share increased by 24.2% to $28.50 as of December 31, 2025.

    positive
  • •

    The company declared a special dividend of $2.00 per common share, totaling approximately $206.0 million.

    positive
  • •

    Combined ratio improved to 87.0% in Q4 2025 from 95.4% in Q4 2024.

    positive

CONCERNS & RISKS

  • •

    Attritional loss ratio (current year) increased by 5.3 points to 56.5% in Q4 2025, primarily driven by more large losses and a change in business mix, including an increase in casualty reinsurance business.

    attention
  • •

    Acquisition cost ratio increased by 2.7 points in Q4 2025 compared to Q4 2024, primarily due to a change in business mix and higher profit commission costs.

    attention
  • •

    Catastrophe losses (current and prior year), net of reinsurance, were $7.0 million in the International Segment for Q4 2025, driven by the Queensland hailstorms.

    attention
  • •

    Catastrophe losses (current and prior year), net of reinsurance, were $159.0 million for the full year 2025, primarily driven by the California wildfires.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$728.33B
N/A
Net Income
Quarterly
$214.55B
N/A
EPS (Diluted)
Quarterly
$1.69
+428.1%
Prior year: $0.32
Operating Income
Quarterly
$168.24M
+93.6%
Prior year: $86.92M
Annual (YTD)
$502.51M
N/A
Prior year: $414.59M
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Operating Margin
Current Quarter
29.2%
Prior Year
18.0%
YoY Change
+1117 bps
Net Margin
Current Quarter
23.6%
Prior Year
7.0%
YoY Change
+1659 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 2025 2025

VISUAL OVERVIEW

|
International Segment
0.0%
N/A
Bermuda Segment
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
International Segment
N/A———
Bermuda Segment
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT COMMENTARY

Hamilton delivered another record result in 2025, with net income of $577 million, or a 44% increase over net income last year, and a 22% return on average equity.

— Hamilton Insurance Group, Ltd., Q4 2025 2025 Earnings Call

Gross premiums written grew 21% to $2.9 billion, our combined ratio was 92.9%, and book value per share increased 24%.

— Hamilton Insurance Group, Ltd., Q4 2025 2025 Earnings Call

Since our listing in 2023, we have posted excellent underwriting results while growing book value per share 64%.

— Hamilton Insurance Group, Ltd., Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

California wildfires losses
142.8M
dollars
Queensland hailstorms losses
6.9M
dollars
Severe convective storms losses
10.9M
dollars

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.