Selective Insurance Group (SIGI) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $2.37
- Estimate
- $1.93
- Surprise
- +22.9%
- Revenue (period 2026-09-30)
- $1.33B
- Score at report (before → after)
- 5.8 → 6.1/10
Revenue source: xbrl.
How the report landed
Selective Insurance Group (SIGI) beat the $1.93 estimate with adjusted EPS of $2.37 — a large 22.9% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.8/10) to Hold at 6.1/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates SIGI Hold at 5.2/10.
3 of the last 4 quarters beat the estimate; this quarter's +22.9% surprise compares with a +12.6% four-quarter average. Next scheduled report: 2027-01-28.
What supports the rating
- Sector modifier (Financial Services): +1.0
- Strong earnings beat streak (3/4)
What argues against it
- Concentration risk — Product: Standard Commercial Lines (79.0%)
- Concentration risk — Customer: Aggregators (51.0%)
- Analyst target reached - limited upside remaining
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $103.36
- Stop
- $98.10
At 12.4× trailing and 11.5× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-11-13 — shown for context, not personalized investment advice.
SIGI at TrendMatrix's latest read
For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.
- Industry
- Insurance - Property & Casualty
- Market cap
- $6.14B
- P/E (fwd)
- 11.5
- P/E (ttm)
- 12.4
- 52-week range
- $72.78–$105.65
- Off 52-week high
- 2.2%
- RSI (14)
- 68
- Volume vs avg
- 0.51×
- Score today
- 5.2/10