Selective Insurance Q1 2026 Earnings Update and Analyst Insights

Zacks Research recently revised Selective Insurance Group, Inc.'s Q1 2026 earnings per share estimates, lowering it from $1.93 to $1.79. The consensus for the full-year earnings projects $7.62 per share. Updated projections for Q2 2026 are set at $1.51, with future forecasts for 2027 and 2028 estimated at $2.02, $8.74, and $9.12 EPS, respectively.

Selective Insurance Group's latest quarterly earnings revealed $2.57 per share, surpassing analyst expectations by $0.33. The insurer recorded a solid net margin of 8.74% and a return on equity of 14.23%. Revenue reached $1.36 billion, marking an impressive 8.6% increase year-over-year, highlighting significant growth and effective risk management strategies.

Investment interest in Selective Insurance Group is noted among various firms. The Royal Bank of Canada initiated coverage, assigning an "outperform" rating with a $95.00 price target. Meanwhile, Keefe, Bruyette & Woods set a target of $81.00, giving a "market perform" rating, while Piper Sandler adjusted their price objective to $86.00, maintaining a "neutral" stance. Current analyst consensus remains "Hold" with an $83.00 price target.

Selective Insurance Group recently opened at $73.73 per share. The firm maintains a quick and current ratio of 0.32, backed by a debt-to-equity ratio of 0.26. The stock has seen fluctuations, ranging between $71.75 and $93.38 over the past year. Key moving averages include a 50-day of $82.80 and a 200-day of $81.11, with a market capitalization of $4.43 billion and a price-to-earnings ratio of 9.84.

Institutional activities have been robust, with notable purchases and sales of stock by major investors. Firms such as Eurizon Capital SGR S.p.A. and Los Angeles Capital Management LLC acquired positions valued around $25,000 each. First Horizon Corp invested approximately $29,000, while Amundi expanded its stake by nearly 400% in Q1. Institutional investors now hold 82.88% of the stock.

The company declared a quarterly dividend of $0.43 per share, yielding an annual 2.3%, paid on March 2nd, with an ex-dividend date of February 13th. Selective Insurance boasts a payout ratio of 22.96%. Based in Branchville, New Jersey, the firm offers comprehensive property and casualty insurance and has grown through strategic acquisitions and organic development since going public in 1999.