Get the Weekly Intelligence Brief — top committee picks every Sunday.
SIGI · NASDAQ · STOCK

Selective Insurance Group (SIGI) Stock Analysis

Financial Services Updated September 22, 2026
$87.72
52W $72.78 – $100.40
66/100
$5.23B
10.9
0.28
AI Committee Verdict
Buy
66/100
Conviction: Moderate · 67% agreement · 6 analysts
+1.5%
-3.7%
0.40:1
Moderate
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is SIGI Bullish or Bearish?

Bullish. Innellis AI committee rates Selective Insurance Group (SIGI) Buy with a composite score of 66/100 , based on 6 analysts with 67% agreement. Last updated September 22, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +8.65 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -11.35 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • P/E of 10.4 is inexpensive for the broad market — Value
  • Price-to-book of 1.4x is a discount to asset value — Value
  • EPS growing 31.2% YoY — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Low leverage (debt-to-equity 0.25) -- balance sheet can absorb a shock — Risk
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
  • Current ratio of 0.88 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 22, 2026
Overall Committee Score
66/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 29%
of 211 Financial Services peers
Value Analyst bullish
77 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 10.4 is inexpensive for the broad market
Growth Analyst bullish
70 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 31.2% YoY
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.25) -- balance sheet can absorb a shock
− Current ratio of 0.88 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.25 across 8 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
Open Full Terminal →

Investment Thesis Evolution

Committee score strengthened from 61.6 to 66.3.

Analyst-level changes:
  • Macro Analyst: score 65->80 (+15); +1 bullish signal(s).
  • News Analyst: score 62->66 (+3); +1 bullish signal(s).
  • Portfolio Manager: score 45->55 (+10); +1 bearish signal(s).
  • Technical Analyst: stance bearish->neutral; score 38->48 (+10).

Comparing 2026-09-21 to 2026-09-22 (1 day apart).

Technical Analysis

RSI (14)
33.1
Neutral
MACD Histogram
-0.331
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Lh Ll
Support
$84.52
Resistance
$89.03
Bollinger %B
0.13
Inside Bands
Price vs Moving Averages
EMA 9
$88.70 Below
EMA 21
$90.27 Below
EMA 50
$91.62 Below
EMA 200
$88.33 Below

Fundamental Analysis

Valuation
100
Growth
69
Profitability
53
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio 10.9×
P/B Ratio 1.44×
PEG Ratio 0.35
Dividend Yield 1.96%
52W High $100.40
52W Low $72.78
Quality & Growth
ROE 1292.4%
ROA 330.1%
Gross Margin 4822.8%
Operating Margin 1102.2%
Revenue Growth YoY
Debt / Equity 0.25
AI Fundamental Assessment
P/E ratio of 10.9 (inexpensive relative to a 15-40x range); Price-to-book of 1.4x; PEG ratio of 0.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 12.9%; Return on assets of 3.3%; Net margin of 9.1%; Gross margin of 48.2%; Current ratio of 0.22 (tight short-term liquidity); Debt-to-equity of 0.25; Free cash flow per share is positive (19.75); Most recent quarter beat estimates by 15.2%; EPS growth accelerating (-34.2% -> +15.4% QoQ); Average YoY EPS growth of 48.9%; Analyst estimates falling over recent quarters
Get the Full SIGI Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime