earnings
confidence high
sentiment positive
materiality 0.75
Selective Insurance Q3 EPS $1.85, combined ratio 98.6%, dividend up 13%, new $200M buyback
SELECTIVE INSURANCE GROUP INC
2025-Q3 EPS reported
$4.97
revenue$3,972,041,000
- Net income per diluted share $1.85 ($1.75 operating); combined ratio 98.6% vs 99.5% YoY.
- Net premiums written up 4% to $1.208B; renewal pure price +9.6%; net investment income after-tax $110M (+18%).
- Board authorized new $200M share repurchase program effective Oct 27, replacing prior program with $19.9M remaining.
- Quarterly dividend increased 13% to $0.43 per share, payable Dec 1, 2025.
- FY2025 guidance: GAAP combined ratio 97-98%, after-tax NII $420M (up from $415M).