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RNR or BRK.B: Which Is the Better Value Stock Right Now?
ZACKS· 2025-10-31 00:41
Investors with an interest in Insurance - Property and Casualty stocks have likely encountered both RenaissanceRe (RNR) and Berkshire Hathaway B (BRK.B) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings est ...
HCI Group (HCI) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2025-10-30 23:08
核心观点 - HCI集团预计在2025年第三季度实现盈利和营收的同比增长 其实际业绩与市场预期的对比可能影响股价短期走势 [1] - 公司盈利超预期的可能性很高 主要基于积极的盈利ESP和Zacks排名 [12] - 公司过往业绩记录良好 连续四个季度盈利超预期 [13][14] 财务业绩预期 - 预计季度每股收益为2.35美元 同比增长400% [3] - 预计季度营收为2.2486亿美元 同比增长28.3% [3] - 过去30天内 季度共识每股收益预期上调了0.24% [4] 盈利预测模型 - Zacks盈利ESP通过比较“最准确预期”与“共识预期”来预测盈利意外 [7][8] - 正的盈利ESP理论上预示实际盈利可能高于共识预期 [9] - 当盈利ESP为正且Zacks排名为1、2或3时 预测盈利超预期的准确性较高 [10] - HCI集团的最准确预期高于共识预期 盈利ESP为+87.40% Zacks排名为第2级 表明很可能盈利超预期 [12] 历史业绩记录 - 上一季度实际每股收益为5.18美元 比预期4.47美元高出15.88% [13] - 在过去四个季度中 公司每次盈利均超预期 [14] 同业比较 - 同业公司American Financial Group预计季度每股收益为2.35美元 同比增长1.7% [18] - 预计季度营收为20.6亿美元 同比下降9.8% [19] - 其盈利ESP为-1.56% Zacks排名为第4级 难以预测其盈利超预期 [19][20]
The Allstate Corporation (ALL) is Attracting Investor Attention: Here is What You Should Know
ZACKS· 2025-10-30 22:00
Allstate (ALL) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this insurer have returned -9.8% over the past month versus the Zacks S&P 500 composite's +3.6% change. The Zacks Insurance - Property and Casualty industry, to which Allstate belongs, has lost 5.2% over this period. Now the key question is: Where could the stock be headed in the near term?While media releases or ...
Axis Capital (AXS) Beats Q3 Earnings and Revenue Estimates
ZACKS· 2025-10-30 07:31
Axis Capital (AXS) came out with quarterly earnings of $3.25 per share, beating the Zacks Consensus Estimate of $2.72 per share. This compares to earnings of $2.71 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +19.49%. A quarter ago, it was expected that this insurance company would post earnings of $2.88 per share when it actually produced earnings of $3.29, delivering a surprise of +14.24%.Over the last four quarters, the ...
Hanover Insurance Group (THG) Tops Q3 Earnings and Revenue Estimates
ZACKS· 2025-10-30 06:26
核心业绩表现 - 季度每股收益为5.09美元,远超市场预期的3.79美元,同比去年3.05美元增长66.9% [1] - 本季度业绩超出预期34.30%,上一季度业绩超出预期41.69% [1] - 过去四个季度均超过每股收益预期 [2] - 季度营收为16.7亿美元,超出市场预期0.83%,同比去年15.8亿美元增长5.7% [2] - 过去四个季度中仅一次超过营收预期 [2] 股价表现与市场比较 - 年初至今股价上涨约9.2%,同期标普500指数上涨17.2%,表现不及大盘 [3] - 公司当前Zacks评级为3级(持有),预计近期表现将与市场同步 [6] 未来业绩预期 - 市场对下一季度的共识预期为每股收益4.39美元,营收17.2亿美元 [7] - 对本财年的共识预期为每股收益16.41美元,营收66.5亿美元 [7] - 业绩发布前,市场对公司的预期修正趋势好坏参半 [6] 行业比较与前景 - 公司所属的财产和意外险行业在Zacks行业排名中位列前14% [8] - 研究显示排名前50%的行业表现优于后50%的行业,优势超过2比1 [8] - 同业公司American Financial Group预计季度每股收益2.35美元,同比增长1.7%,但过去30天内预期被下调3.4% [9] - American Financial Group预计季度营收20.6亿美元,同比下降9.8% [10]
Skyward Specialty Insurance (SKWD) Surpasses Q3 Earnings and Revenue Estimates
ZACKS· 2025-10-30 06:16
Skyward Specialty Insurance (SKWD) came out with quarterly earnings of $1.05 per share, beating the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.71 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +23.53%. A quarter ago, it was expected that this property and casualty insurance holding company would post earnings of $0.86 per share when it actually produced earnings of $0.89, delivering a surpris ...
RenaissanceRe (RNR) Q3 Earnings Beat Estimates
ZACKS· 2025-10-29 06:46
RenaissanceRe (RNR) came out with quarterly earnings of $15.62 per share, beating the Zacks Consensus Estimate of $9.49 per share. This compares to earnings of $10.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +64.59%. A quarter ago, it was expected that this insurance company would post earnings of $10.28 per share when it actually produced earnings of $12.29, delivering a surprise of +19.55%.Over the last four quarters, ...
Cincinnati Financial (CINF) Q3 Earnings and Revenues Top Estimates
ZACKS· 2025-10-28 06:20
Cincinnati Financial (CINF) came out with quarterly earnings of $2.85 per share, beating the Zacks Consensus Estimate of $2.01 per share. This compares to earnings of $1.42 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +41.79%. A quarter ago, it was expected that this insurer would post earnings of $1.39 per share when it actually produced earnings of $1.97, delivering a surprise of +41.73%.Over the last four quarters, the c ...
Arch Capital Group (ACGL) Q3 Earnings Beat Estimates
ZACKS· 2025-10-28 06:20
Arch Capital Group (ACGL) came out with quarterly earnings of $2.77 per share, beating the Zacks Consensus Estimate of $2.19 per share. This compares to earnings of $1.99 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +26.48%. A quarter ago, it was expected that this property and casualty insurer would post earnings of $2.31 per share when it actually produced earnings of $2.58, delivering a surprise of +11.69%.Over the last ...
Is the Options Market Predicting a Spike in HCI Group Stock?
ZACKS· 2025-10-28 01:36
Investors in HCI Group, Inc. (HCI) need to pay close attention to the stock based on moves in the options market lately. That is because the Nov 21, 2025 $90.00 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also me ...