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Hartford Financial stock sees downgrade amid concerns over valuation and capital return initiatives

EditorAhmed Abdulazez Abdulkadir
Published 10/04/2024, 08:02 PM
HIG
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On Friday, BofA Securities adjusted its stance on Hartford Financial Services (NYSE:HIG), downgrading the stock from Buy to Neutral. The firm, however, increased the price target to $121 from the previous $113. The revision follows a notable year-to-date increase in the company's shares, which have risen by 47%. According to BofA Securities, the price-to-consensus 2025 earnings per share (EPS) ratio for Hartford Financial has grown from 7.1x at the start of 2024 to 10.0x at present.

The new price target of $121 is informed by a comparison to peers' price-to-earnings (P/E) multiples, which are currently averaging 11.4x, up from 10.6x. This target is set against BofA's 2026 earnings estimates for Hartford Financial. The analyst indicated that while there might be further upside potential for Hartford Financial's shares, it is not substantial enough to maintain a Buy rating.

Concerns about the peak margins in workers' compensation and disability insurance, which were previously not a major issue at the start of the year, have become more significant due to the expanded valuation multiple. Despite this, BofA Securities anticipates improvements in Hartford's personal insurance margins, which could serve as a positive influence on the company's financial performance.

However, the effectiveness of Hartford's capital return strategies, particularly share repurchases, may be less impactful at the current higher valuation levels. The firm's analysis suggests that these factors combined warrant a more cautious investment stance, leading to the downgrade to Neutral despite the raised price target.

In other recent news, The Hartford Financial Services Group (NYSE:HIG) has been navigating a series of developments. The company reported strong second-quarter results, with core earnings of $750 million and growth in Commercial Lines and Personal Lines by 11% and 14% respectively. Additionally, the company announced an additional $3.3 billion authorization for share buybacks.

On the other hand, the company's Board of Directors member, Greig Woodring, resigned effective immediately. The reasons for his sudden departure were not disclosed. Meanwhile, several analyst firms have updated their outlook on Hartford's stock. Barclays initiated coverage with an Equal Weight rating and a price target of $130.00, while Citi raised its price target to $118.00, maintaining a Neutral rating.

Jefferies also increased its price target to $113 with a Hold rating, and Piper Sandler raised its target from $112 to $125, maintaining an Overweight rating. RBC Capital Markets increased its price target from $105 to $115, maintaining a Sector Perform rating.

InvestingPro Insights

While BofA Securities has adjusted its stance on Hartford Financial Services (NYSE:HIG), recent data from InvestingPro offers additional context to the company's financial performance and market position.

Hartford Financial's P/E ratio stands at 12.07, which aligns with BofA's observation of an expanded valuation multiple. This figure is notably lower than the industry average, suggesting that the stock may still be undervalued despite its recent price appreciation.

An InvestingPro Tip highlights that Hartford has raised its dividend for 11 consecutive years, demonstrating a commitment to shareholder returns even as BofA expresses concerns about the effectiveness of capital return strategies at current valuations. The company's dividend yield is currently 1.61%, with a robust dividend growth of 10.59% over the last twelve months.

Another relevant InvestingPro Tip indicates that Hartford is trading near its 52-week high, corroborating the significant year-to-date increase of 47% mentioned in the article. This is further supported by the impressive 1-year price total return of 69.58%.

For investors seeking a more comprehensive analysis, InvestingPro offers 13 additional tips for Hartford Financial Services, providing a deeper understanding of the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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