Morgan Stanley Continues Underweight Rating for Selective Insurance Group (SIGI)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 08 2025
0mins
Source: NASDAQ.COM
Morgan Stanley's Recommendation: On October 7, 2025, Morgan Stanley maintained an Underweight recommendation for Selective Insurance Group (NasdaqGS:SIGI), with an average one-year price target of $90.44/share, indicating a potential upside of 7.34% from its closing price of $84.26/share.
Fund Sentiment and Ownership Changes: There are 804 funds reporting positions in SIGI, with a 3.09% increase in total shares owned by institutions over the last three months. Notable changes include a decrease in portfolio allocation by several funds, while Aqr Capital Management significantly increased its stake by 581.75%.
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Analyst Views on SIGI
Wall Street analysts forecast SIGI stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for SIGI is 81.60 USD with a low forecast of 72.00 USD and a high forecast of 95.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
1 Buy
3 Hold
1 Sell
Hold
Current: 84.080
Low
72.00
Averages
81.60
High
95.00
Current: 84.080
Low
72.00
Averages
81.60
High
95.00
About SIGI
Selective Insurance Group, Inc. is a holding company, which owns over 10 property and casualty insurance subsidiaries that sell products and services only in the United States. The Company's segments include Standard Commercial Lines, Standard Personal Lines, E&S Lines, and Investments. The Standard Commercial Lines segment includes property and casualty insurance products and services to commercial enterprises, typically businesses, non-profit organizations, and local government agencies. The Standard Personal Lines segment consists of property and casualty insurance products and services, including flood insurance coverage sold through the Write Your Own program of the National Flood Insurance Program. The E&S Lines segment consists of property and casualty insurance products and services to commercial customers unable to obtain coverage in the standard marketplace. The Investment segment invests insurance premiums and amounts generated through its capital management strategies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Selective Insurance Reports Q4 Earnings Growth
- Earnings Performance: Selective Insurance Group reported a net income of $152.9 million for Q4, translating to an EPS of $2.52, which marks a significant increase from last year's $93.2 million and $1.52 per share, indicating enhanced profitability.
- Adjusted Earnings Growth: Excluding items, the adjusted earnings reached $156.2 million or $2.57 per share, reflecting the company's sustained profitability in core operations and robust financial management.
- Significant Revenue Growth: The company's revenue rose by 8.7% year-over-year to $1.365 billion, up from $1.256 billion last year, showcasing strong market demand and successful business expansion efforts.
- Strengthened Market Position: With continuous revenue and earnings growth, Selective Insurance solidifies its competitive position in the insurance market, laying a strong foundation for future business development.
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Analysis of SIGI Stock Price Fluctuations and Trends
- Price Range Analysis: SIGI's 52-week low is $71.75 per share, with a high of $93.30, while the last trade was at $82.61, indicating fluctuations within this range and reflecting market caution regarding its future performance.
- Technical Indicator Observation: SIGI's stock price is currently above its 200-day moving average, suggesting a potential upward trend in the short term, which may attract investor interest and impact future trading volume and market sentiment.
- Market Sentiment Assessment: Although the current stock price is below the 52-week high, it remains above the low, indicating some market confidence that could attract investors seeking stable dividends, enhancing its appeal among dividend stocks.
- Investor Focus: As SIGI's stock price fluctuates, investors should monitor changes in its fundamentals and market trends to make more informed investment decisions, especially in the context of current economic uncertainties.
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