Group 1 - Hamilton Insurance closed at $21.39, marking a +2.3% move from the prior day, outperforming the S&P 500 which gained 0.38% [1] - The stock has risen by 2.45% in the past month, lagging behind the Finance sector's gain of 2.88% and the S&P 500's gain of 6.6% [1] Group 2 - The upcoming earnings release is forecasted to report an EPS of $0.92, indicating a 23.33% decrease from the same quarter last year, with quarterly revenue expected at $578.72 million, down 1.57% year-over-year [2] - For the entire fiscal year, earnings are predicted at $3.15 per share and revenue at $2.59 billion, reflecting changes of -14.17% and +10.96% respectively from the previous year [3] Group 3 - Recent modifications to analyst estimates for Hamilton Insurance indicate changing near-term business trends, with positive alterations suggesting analyst optimism regarding business and profitability [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), shows Hamilton Insurance currently holds a Zacks Rank of 2 (Buy) [6] Group 4 - Hamilton Insurance has a Forward P/E ratio of 6.64, which is lower than the industry average of 9.92, indicating it is trading at a discount [7] - The Insurance - Multi line industry is part of the Finance sector and currently holds a Zacks Industry Rank of 92, placing it in the top 38% of all industries [7]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Hamilton Insurance due to lower revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Hamilton Insurance is expected to report earnings of $0.04 per share, reflecting a significant year-over-year decrease of 97.1% [3]. - Revenue projections stand at $586.52 million, indicating an 11% decline from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.98% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likelihood of actual earnings deviating from consensus estimates, with positive readings being more predictive [6][7]. - Hamilton Insurance's current Zacks Rank is 3, making it challenging to predict an earnings beat [11]. Historical Performance - In the last reported quarter, Hamilton Insurance had an expected EPS of $0.76 but delivered only $0.32, resulting in a surprise of -57.89% [12]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [13]. Industry Comparison - Another player in the insurance sector, Lemonade, is expected to report a loss of $0.94 per share, a year-over-year change of -40.3%, with revenues projected at $143.93 million, up 20.9% [17]. - Lemonade has an Earnings ESP of 3.40% and a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [18].

Group 1 - Hamilton Insurance's stock closed at $17.46, reflecting a -1.24% change from the previous day, underperforming the S&P 500's gain of 1.81% [1] - Over the past month, Hamilton Insurance shares have decreased by 12.56%, compared to a 4.82% loss in the Finance sector and a 6.14% loss in the S&P 500 [1] Group 2 - The upcoming earnings release on May 7, 2025, is projected to show an EPS of $0.04, a significant drop of 97.1% year-over-year, with revenue expected at $583.66 million, down 11.39% from the same quarter last year [2] - For the entire year, the Zacks Consensus Estimates forecast earnings of $2.66 per share and revenue of $2.45 billion, indicating a -27.52% change in earnings and a +5.37% change in revenue compared to the previous year [3] Group 3 - Recent changes in analyst estimates for Hamilton Insurance suggest a shifting business landscape, with upward revisions indicating positive sentiment towards the company's operations [4] - The Zacks Rank system, which evaluates estimate changes, currently ranks Hamilton Insurance at 3 (Hold), with a 27.32% decrease in the consensus EPS estimate over the past month [5][6] Group 4 - Hamilton Insurance has a Forward P/E ratio of 6.65, which is lower than the industry average of 9.41, indicating a valuation discount [7] - The Insurance - Multi line industry, part of the Finance sector, holds a Zacks Industry Rank of 48, placing it in the top 20% of over 250 industries [7][8]

RenaissanceRe (RNR) Q4 2024 Earnings Call January 29, 2025 10:00 AM ET Company Participants Keith McCue - Senior Vice President of Finance & Investor RelationsKevin O’Donnell - President & CEORobert Qutub - Executive VP & CFODavid Marra - Executive VP & Group Chief Underwriting OfficerElyse Greenspan - Managing DirectorMeyer Shields - Managing DirectorBrian Meredith - Managing Director Conference Call Participants Joshua Shanker - Managing Director & Equity AnalystMichael Zaremski - Research AnalystDavid Mo ...