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HCI Group, Inc. (HCI) Stock Analysis

Recovery setup

Buy Now (conditional)VALUE-TRAP 1/5Moderate Confidence

Conditional: concentration high:2>=2 — below strong-conviction threshold. Size accordingly.

Financial Services · Insurance - Property & Casualty

Buy now at $154.65. A.R:R 4.9:1 at $154.65 — the engine's gate value (upside to target $208.25 vs. downside set by the wider of 2×ATR or distance-to-support, clipped 5-15%). You'd stand to gain ~$54 per share to target. Key risks: Concentration risk — Geographic: Florida; Concentration risk — Regulatory: FLOIR.

HCI Group is a Florida-focused property and casualty insurance holding company whose primary Insurance Operations segment underwrites homeowners coverage in Florida and selected southeastern US states through HCPCI and TTIC subsidiaries. The company also operates Exzeo... Read more

$154.65+34.3% A.UpsideScore 6.2/10#6 of 29 Insurance - Property & Casualty
QualityF-score7 / 9FCF yield22.62%
IncomeYield1.03%(5y avg 1.95%)Payout7.01%sustainable
Entry $155.10(at market)Stop $144.24Target $208.25(analyst − 15%)A.R:R 4.9:1
Analyst target$245.00+58.4%2 analysts
$208.25our TP
$154.65price
$245.00mean
$255

Buy now at $154.65. A.R:R 4.9:1 at $154.65 — the engine's gate value (upside to target $208.25 vs. downside set by the wider of 2×ATR or distance-to-support, clipped 5-15%). You'd stand to gain ~$54 per share to target. Key risks: Concentration risk — Geographic: Florida; Concentration risk — Regulatory: FLOIR. Chart setup: Death cross but MACD improving, RSI 53. Deep value: 54% margin of safety. Extreme undervaluation. Score 6.2/10, moderate confidence.

Passes 8/8 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 78d clear, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.

Recent Developments — HCI Group, Inc.

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
V7 flight-to-quality bonus: +0.5 (Q=8.3 in RISK_OFF)
Sector modifier (Financial Services): +1.0
Strong earnings beat streak (4/4)
Risks
Concentration risk — Geographic: Florida
Concentration risk — Regulatory: FLOIR
Leverage penalty (D/E 5.7): -1.5

Key Metrics

P/E (TTM)6.8
P/E (Fwd)8.8
Mkt Cap$2.0B
EV/EBITDA2.5
Profit Mgn32.6%
ROE38.5%
Rev Growth12.2%
Beta1.09
Dividend1.03%
Rating analysts8

Quality Signals

Piotroski F7/9MoatWideCompounder

Options Flow

P/C1.28bearish
IV40%normal
Max Pain$300+94.0% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHGeographicFlorida
    10-K Item 1A: 'our insurance business is primarily in Florida. Thus, any catastrophic event or other condition affecting losses in Florida could adversely affect our financial condition and results of operations.'
  • HIGHregulatoryFLOIR
    10-K Item 1: 'the Florida Department of Financial Services, Office of Insurance Regulation ("FLOIR") has the authority to conduct an examination whenever it is deemed appropriate.'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
2.3
Revenue Growth
5.5

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Support Resistance
3.1
Bollinger
3.9
52w Position
4.8
GatesMomentum 6.3>=5.5A.R:R 4.9 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 78d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
53 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $144.38Resistance $160.00

Price Targets

$144
$155
$208
A.Upside+34.7%
A.R:R4.9:1

Position Sizing

ConvictionHigh conviction
Suggested %2%
Max %4%
RegimeRisk-Off

Analyst Consensus

Analysts8
Consensus4.0/5
Avg Target$245

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-08-06 (78d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is HCI stock a buy right now?

Buy now at $154.65. A.R:R 4.9:1 at $154.65 — the engine's gate value (upside to target $208.25 vs. downside set by the wider of 2×ATR or distance-to-support, clipped 5-15%). You'd stand to gain ~$54 per share to target. Key risks: Concentration risk — Geographic: Florida; Concentration risk — Regulatory: FLOIR. Chart setup: Death cross but MACD improving, RSI 53. Deep value: 54% margin of safety. Extreme undervaluation. Target $208.25 (+34.7%), stop $144.24 (−7.2%), A.R:R 4.9:1. Score 6.2/10, moderate confidence.

What is the HCI stock price target?

Take-profit target: $208.25 (+34.3% upside). Target $208.25 (+34.7%), stop $144.24 (−7.2%), A.R:R 4.9:1. Stop-loss: $144.24.

What are the risks of investing in HCI?

Concentration risk — Geographic: Florida; Concentration risk — Regulatory: FLOIR; Leverage penalty (D/E 5.7): -1.5.

Is HCI overvalued or undervalued?

HCI Group, Inc. trades at a P/E of 6.8 (forward 8.8). TrendMatrix value score: 7.4/10. Verdict: Strong Buy.

What do analysts say about HCI?

8 analysts cover HCI with a consensus score of 4.0/5. Average price target: $245.

What does HCI Group, Inc. do?HCI Group is a Florida-focused property and casualty insurance holding company whose primary Insurance Operations...

HCI Group is a Florida-focused property and casualty insurance holding company whose primary Insurance Operations segment underwrites homeowners coverage in Florida and selected southeastern US states through HCPCI and TTIC subsidiaries. The company also operates Exzeo (insurance technology), Reciprocal Exchange Operations, and a Commercial Real Estate segment; revenue is predominantly from Florida premiums.

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