HIG
FY2026 Q2 · Calendar Q3 2026
The Hartford Insurance Group, Inc.
The Hartford delivered a strong second quarter with $945 million in core earnings and an 18.7% trailing ROE, beating EPS estimates by 8.2% and revenue estimates by 1.3%. The standout strategic move was the divestiture of Hartford Funds to Wellington Management, monetizing a non-core asset and freeing capital for an expanded $4.2 billion share repurchase authorization through 2028. Net investment income surged 22% year over year to $800 million, driven by limited partnership returns. Small commercial premium growth of 7% outpaced the market, supported by AI-enabled underwriting and continued agency channel expansion to 23 states. Pressure points include personal lines pricing headwinds, elevated disability loss ratios, and higher reserves in general liability and commercial auto.
EPS surprise+8.2%
Market move-1.2%
