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Selective Insurance Group, Inc. (SIGI) Stock Analysis

Momentum Cont setup

SellModerate Confidence

Financial Services · Insurance - Property & Casualty

Sell if holding. Analyst target reached at $84.63 — A.R:R is negative (-0.8) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: Aggregators (51.0%).

Selective Insurance Group sells property and casualty insurance exclusively through independent agents in the US across four segments: Standard Commercial Lines (71% of revenues, 79% of NPW), Standard Personal Lines, E&S Lines, and Investments. Average commercial premium was... Read more

$84.63+1.0% A.UpsideScore 5.4/10#19 of 29 Insurance - Property & Casualty
Stop $79.02Target $85.45(resistance)A.R:R -0.8:1
Analyst target$88.29+4.3%7 analysts
$85.45our TP
$84.63price
$88.29mean
$72
$100

Sell if holding. Analyst target reached at $84.63 — A.R:R is negative (-0.8) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: Aggregators (51.0%). Chart setup: Trend continuation, RSI 60, MACD bullish. Score 5.4/10, moderate confidence.

Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.40, earnings proximity 83d clear, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

Thesis

Rewards
Positive news sentiment (+0.67)
Attractive valuation
Recent Analyst detected in news
Risks
Concentration risk — Customer: Aggregators (51.0%)
Analyst target reached - limited upside remaining
Consecutive earnings misses (3)

Key Metrics

P/E (TTM)11.6
P/E (Fwd)9.6
Mkt Cap$5.1B
EV/EBITDA8.7
Profit Mgn8.4%
ROE13.3%
Rev Growth5.7%
Beta0.26
Dividend1.97%
Rating analysts14

Quality Signals

Piotroski F7/9

Options Flow

P/C4.00bearish
IV48%normal
Max Pain$70-17.3% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomerAggregators51%
    10-K Item 1A: 'Aggregators accounted for approximately 51% of our DPW at December 31, 2025, up from 46% in the prior year'

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

Rating Breakdown

1 floor-breaker

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
3.2
Growth Rank
3.8
Value Rank
5.9
GatesA.R:R -0.8=NEGATIVEDeath cross (50MA < 200MA)Momentum 6.6>=5.5Insider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.40EARNINGS PROXIMITY 83d clearSEMI CYCLE PEAK CLEARMomentum ContSuitability: Moderate
RSI
60 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $75.24Resistance $87.19

Price Targets

$79
$85
A.Upside+1.0%
A.R:R-0.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Target reached (-9.2% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-07-22 (83d)

Verdict History

reverse chrono — latest first
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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 SIGI stock a buy right now?

Sell if holding. Analyst target reached at $84.63 — A.R:R is negative (-0.8) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: Aggregators (51.0%). Chart setup: Trend continuation, RSI 60, MACD bullish. Prior stop was $79.02. Score 5.4/10, moderate confidence.

What is the SIGI stock price target?

Take-profit target: $85.45 (+1.0% upside). Prior stop was $79.02. Stop-loss: $79.02.

What are the risks of investing in SIGI?

Concentration risk — Customer: Aggregators (51.0%); Analyst target reached - limited upside remaining; Consecutive earnings misses (3).

Is SIGI overvalued or undervalued?

Selective Insurance Group, Inc. trades at a P/E of 11.6 (forward 9.6). TrendMatrix value score: 8.0/10. Verdict: Sell.

What do analysts say about SIGI?

14 analysts cover SIGI with a consensus score of 3.6/5. Average price target: $88.

What does Selective Insurance Group, Inc. do?Selective Insurance Group sells property and casualty insurance exclusively through independent agents in the US across...

Selective Insurance Group sells property and casualty insurance exclusively through independent agents in the US across four segments: Standard Commercial Lines (71% of revenues, 79% of NPW), Standard Personal Lines, E&S Lines, and Investments. Average commercial premium was ~$20,600 per policyholder in 2025.

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