Value Insurance Stocks With Improving Earnings Outlooks

Conviction: 72% · Horizon: 6M · 2026-05-22

Universal Insurance combines earnings upgrades with a discounted valuation.

Universal Insurance has seen a strong increase in current-year earnings expectations while trading at a lower earnings multiple than its industry.

Instrument	Side	Target	Reason
UVE	Long		Universal Insurance offers a value-oriented setup, with current-year earnings estimates up 18.8% over 60 days and a P/E of 8.40 versus 12.70 for the industry.

Hanover Insurance trades below industry valuation while earnings expectations rise.

Hanover Insurance shows improving earnings expectations and remains priced at a discount to the broader industry earnings multiple.

Instrument	Side	Target	Reason
THG	Long		Hanover Insurance has improving current-year earnings expectations, up 9.6% over 60 days, and trades at a P/E of 10.55 compared with 12.70 for the industry.

Ategrity Specialty Insurance offers modest valuation support with better earnings expectations.

Ategrity Specialty Insurance has seen next-year earnings expectations improve while trading roughly in line with its industry valuation.

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