Selective Insurance Group (SIGI) Tops Q3 EPS by 47c; offers guidance

Thu, 22 Oct 2026 16:19:16 -0400

Selective Insurance Group (NASDAQ: SIGI) reported Q3 EPS of $2.37, $0.47 better than the analyst estimate of $1.90. Revenue for the quarter came in at $1.18 billion versus the consensus estimate of $1.17 billion.

GUIDANCE

For 2026, our full-year expectations are as follows:

A GAAP combined ratio of 96.5% to 97.5%, including net catastrophe losses of 5.5 points. Our combined ratio estimate assumes no prior year casualty reserve development, as we record our best estimate each quarter. We do not make assumptions about future reserve development;
After-tax net investment income of $490 million, up from prior guidance of $480 million;
An overall effective

Form 8-K SELECTIVE INSURANCE GROU For: Oct 22

Thu, 22 Oct 2026 16:18:00 -0400

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Selective Reports Third Quarter 2026 Results

Thu, 22 Oct 2026 16:15:00 -0400

Net Income per Diluted Common Share of $2.11 and Non-GAAP Operating Income1 per Diluted Common Share of $2.37;

Return on Common Equity ("ROE") of 15.1% and Non-GAAP Operating ROE1 of 16.9%

Quarterly Dividend Increased 12%; New $200 Million Share Repurchase Program Authorized

In the third quarter of 2026:

The GAAP combined ratio was 96.8%, compared to 98.6% in the third quarter of 2025;
Net premiums written ("NPW") decreased 7% from the third quarter of 2025;
After-tax net investment income was $127 million, up 16% from the third quarter of 2025;
Book value per common share was $55.02, down 5% from last quarter, primarily due

Selective Reports Third Quarter 2026 Results

Thu, 22 Oct 2026 16:15:00 -0400

Quarterly Dividend Increased 12%; New $200 Million Share Repurchase Program Authorized

In the third quarter of 2026:

The GAAP combined ratio was 96.8%, compared to 98.6% in the third quarter of 2025;
Net premiums written ("NPW") decreased 7% from the third quarter of 2025;
After-tax net investment income was $127 million, up 16% from the third quarter of 2025;
Book value per common share was $55.02, down 5% from last quarter, primarily due

Selective Insurance Group Names Jacob E. Rothfuss Executive Vice President and President, Standard Lines

Wed, 21 Oct 2026 16:15:00 -0400

SHORT HILLS, N.J.--(BUSINESS WIRE)-- Selective Insurance Group, Inc. (NASDAQ: SIGI) today announced that Jacob E. “Jake” Rothfuss will join the company as Executive Vice President and President, Standard Lines. Rothfuss will lead Selective’s Standard Commercial Lines and Standard Personal Lines businesses and will report to John J. Marchioni, Chairman, President and Chief Executive Officer. Rothfuss is expected to assume the role no later than April 2027 when his current contractual obligations end.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261021805196/en/

Selective Insurance
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<h1>Selective Insurance Group Names Jacob E. Rothfuss Executive Vice President and President, Standard Lines</h1>
<p>Wed, 21 Oct 2026 16:15:00 -0400</p>
<p> SHORT HILLS, N.J.--(BUSINESS WIRE)--
Selective Insurance Group, Inc. (NASDAQ: SIGI) today announced that Jacob E. “Jake” Rothfuss will join the company as Executive Vice President and President, Standard Lines. Rothfuss will lead Selective’s Standard Commercial Lines and Standard Personal Lines businesses and will report to John J. Marchioni, Chairman, President and Chief Executive Officer. Rothfuss is expected to assume the role no later than April 2027 when his current contractual obligations end.

</p><p id=

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261021805196/en/

Selective Insurance
</article>
<article>
<h1>BMO Capital on Selective Insurance Group (SIGI): 'Valuation Compelling'</h1>
<p>Wed, 21 Oct 2026 09:09:48 -0400</p>
<p>BMO Capital analyst Michael Zaremski reiterated a Market Perform rating and $98.00 price target on Selective Insurance Group (NASDAQ: SIGI).</p><p>The analyst commented:

Selective Insurance Schedules Earnings Release and Conference Call to Announce Third Quarter 2026 Results

Mon, 12 Oct 2026 16:15:00 -0400

BRANCHVILLE, N.J.--(BUSINESS WIRE)-- Selective Insurance Group, Inc. (Nasdaq: SIGI) will announce its third quarter financial results on Thursday, October 22, 2026, after market close. The press release and financial supplement will be available on the Investors page of Selective’s website.

A conference call to discuss the results will be held on Friday, October 23, 2026, at 8:00 AM ET. This call will be webcast live and accessible on Selective’s website at www.Selective.com. A replay will be available on the website from October 23 to November 20, 2026.

About Selective Insurance Group, Inc.

Selective Insurance Group, Inc.

Selective Insurance Schedules Earnings Release and Conference Call to Announce Third Quarter 2026 Results

Mon, 12 Oct 2026 16:15:00 -0400

About Selective Insurance Group, Inc.

Selective Insurance Group, Inc.

Selective Insurance Group (SIGI) PT Lowered to $90 at Keefe, Bruyette & Woods

Mon, 12 Oct 2026 09:16:21 -0400

Keefe, Bruyette & Woods analyst Meyer Shields lowered the price target on Selective Insurance Group (NASDAQ: SIGI) to $90.00 (from $102.00) while maintaining a Market Perform rating.

Form 3 SELECTIVE INSURANCE GROU For: Oct 05 Filed by: Kalia Vaibhav

Wed, 07 Oct 2026 16:31:00 -0400

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Selective Insurance Names Vaibhav Kalia Chief Investment Officer

Tue, 06 Oct 2026 16:15:00 -0400

SHORT HILLS, N.J.--(BUSINESS WIRE)-- Selective Insurance Group, Inc. (Nasdaq: SIGI) today announced the appointment of Vaibhav (Vaib) Kalia as Executive Vice President and Chief Investment Officer, effective immediately. Mr. Kalia has served as Interim Chief Investment Officer since June 2026.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261006200608/en/

SELECTIVE INSURANCE NAMES VAIBHAV (VAIB) KALIA CHIEF INVESTMENT OFFICER

In this role, Mr. Kalia oversees Selective's investment portfolio and investment-related matters of the organization's employee

Selective Insurance Names Vaibhav Kalia Chief Investment Officer

Tue, 06 Oct 2026 16:15:00 -0400

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261006200608/en/

SELECTIVE INSURANCE NAMES VAIBHAV (VAIB) KALIA CHIEF INVESTMENT OFFICER

In this role, Mr. Kalia oversees Selective's investment portfolio and investment-related matters of the organization's employee

Selective Insurance Group (SIGI) PT Lowered to $97 at Piper Sandler

Mon, 28 Sep 2026 06:44:27 -0400

Piper Sandler analyst Paul Newsome lowered the price target on Selective Insurance Group (NASDAQ: SIGI) to $97.00 (from $105.00) while maintaining a Neutral rating.

Form 3 SELECTIVE INSURANCE GROU For: Sep 16 Filed by: Coaxum Wole C

Thu, 17 Sep 2026 16:02:00 -0400

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Form 8-K SELECTIVE INSURANCE GROU For: Sep 16

Wed, 16 Sep 2026 16:21:00 -0400

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Selective Insurance adds Wole Coaxum back to its board

Wed, 16 Sep 2026 16:17:16 -0400

Selective Insurance Group (Nasdaq: SIGI) has appointed Wole Coaxum to its Board of Directors, expanding the board to 13 directors, 12 of whom are independent, according to a company press release.

Coaxum previously served as an independent director for Selective from 2020 to 2025. He has been appointed to the board's Audit Committee and Compensation and Human Capital Committee.

Coaxum is the founder and chief executive of On Our Block, a New York-based firm that provides strategic advisory services and capital-raising support for owner-operated businesses. He previously founded Mobility Capital Finance, Inc. (MoCaFi), a digital banking platform he led from 2015 until

Selective Insurance adds Wole Coaxum back to its board

Wed, 16 Sep 2026 16:17:16 -0400

Selective Insurance Group (Nasdaq: SIGI) has appointed Wole Coaxum to its Board of Directors, expanding the board to 13 directors, 12 of whom are independent, according to a company press release.

Coaxum previously served as an independent director for Selective from 2020 to 2025. He has been appointed to the board's Audit Committee and Compensation and Human Capital Committee.

Selective Appoints Wole Coaxum as Independent Director

Wed, 16 Sep 2026 16:15:00 -0400

SHORT HILLS, N.J.--(BUSINESS WIRE)-- Selective Insurance Group, Inc. (Nasdaq: SIGI) today announced that Wole Coaxum has been appointed to its Board of Directors, effective today. Mr. Coaxum previously served as an independent director for Selective from 2020 to 2025. With this new appointment, Selective’s Board now consists of 13 directors, 12 of whom are independent.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260916887572/en/

Selective Appoints Wole Coaxum as Independent Director

“Wole has a unique set

Selective Appoints Wole Coaxum as Independent Director

Wed, 16 Sep 2026 16:15:00 -0400

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260916887572/en/

Selective Appoints Wole Coaxum as Independent Director

“Wole has a unique set

Form SCHEDULE 13G/A SELECTIVE INSURANCE GROU Filed by: AQR CAPITAL MANAGEMENT LLC

Thu, 13 Aug 2026 13:42:00 -0400

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Form SCHEDULE 13G/A SELECTIVE INSURANCE GROU Filed by: AQR CAPITAL MANAGEMENT LLC

Thu, 13 Aug 2026 13:42:00 -0400

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Selective Insurance Group (SIGI) PT Raised to $102 at Keefe, Bruyette & Woods

Thu, 30 Jul 2026 06:45:12 -0400

Keefe, Bruyette & Woods analyst Meyer Shields raised the price target on Selective Insurance Group (NASDAQ: SIGI) to $102.00 (from $101.00) while maintaining a Market Perform rating.

Form 4 SELECTIVE INSURANCE GROU For: Jul 28 Filed by: Lanza Michael H

Wed, 29 Jul 2026 17:09:00 -0400

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Form 4 SELECTIVE INSURANCE GROU For: Jul 28 Filed by: Lanza Michael H

Wed, 29 Jul 2026 17:09:00 -0400

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StreetInsider.com News Articles

Selective Insurance Group (SIGI) Tops Q3 EPS by 47c; offers guidance

Form 8-K SELECTIVE INSURANCE GROU For: Oct 22

Selective Reports Third Quarter 2026 Results

Selective Reports Third Quarter 2026 Results

Selective Insurance Group Names Jacob E. Rothfuss Executive Vice President and President, Standard Lines

Selective Insurance Schedules Earnings Release and Conference Call to Announce Third Quarter 2026 Results

Selective Insurance Schedules Earnings Release and Conference Call to Announce Third Quarter 2026 Results

Selective Insurance Group (SIGI) PT Lowered to $90 at Keefe, Bruyette & Woods

Form 3 SELECTIVE INSURANCE GROU For: Oct 05 Filed by: Kalia Vaibhav

Selective Insurance Names Vaibhav Kalia Chief Investment Officer

Selective Insurance Names Vaibhav Kalia Chief Investment Officer

Selective Insurance Group (SIGI) PT Lowered to $97 at Piper Sandler

Form 3 SELECTIVE INSURANCE GROU For: Sep 16 Filed by: Coaxum Wole C

Form 8-K SELECTIVE INSURANCE GROU For: Sep 16

Selective Insurance adds Wole Coaxum back to its board

Selective Insurance adds Wole Coaxum back to its board

Selective Appoints Wole Coaxum as Independent Director

Selective Appoints Wole Coaxum as Independent Director

Form SCHEDULE 13G/A SELECTIVE INSURANCE GROU Filed by: AQR CAPITAL MANAGEMENT LLC

Form SCHEDULE 13G/A SELECTIVE INSURANCE GROU Filed by: AQR CAPITAL MANAGEMENT LLC

Selective Insurance Group (SIGI) PT Raised to $102 at Keefe, Bruyette & Woods

Form 4 SELECTIVE INSURANCE GROU For: Jul 28 Filed by: Lanza Michael H

Form 4 SELECTIVE INSURANCE GROU For: Jul 28 Filed by: Lanza Michael H