Jun 30, 2024

Hanover Q2 2024 Earnings Report

Reported strong second quarter with net income and operating income per diluted share.

Key Takeaways

The Hanover Insurance Group reported a net income of $40.5 million, or $1.12 per diluted share and an operating income of $68.1 million, or $1.88 per diluted share for the second quarter of 2024. The company's combined ratio was 99.2%, and the combined ratio excluding catastrophes was 88.5%.

Combined ratio of 99.2%; combined ratio, excluding catastrophes, of 88.5%.

Catastrophe losses of $157.1 million, or 10.7 points of the combined ratio.

Net premiums written increase of 5.1%.

Renewal price increases of 18.5% in Personal Lines, 11.7% in Core Commercial and 11.7% in Specialty.

Total Revenue
$1.54B
Previous year: $1.45B
+6.2%
EPS
$1.88
Previous year: -$1.91
-198.4%
Core Commercial Price Increase
91.8%
Previous year: 95.8%
-4.2%
Personal Lines Price Increase
109.1%
Previous year: 138%
-20.9%
Gross Profit
$1.37B
Previous year: $1.35B
+1.5%
Cash and Equivalents
$338M
Previous year: $168M
+101.4%
Free Cash Flow
$137M
Previous year: $22.9M
+499.6%
Total Assets
$12.8B
Previous year: $14.2B
-9.5%

Hanover

Hanover

Hanover Revenue by Segment

Forward Guidance

The company expects underwriting margins to continue to improve as past and current rate increases earn-in, and further execute against catastrophe exposure initiatives. The current interest rate environment is expected to continue to provide an accumulating benefit of higher investment yields.

Positive Outlook

  • Underwriting margins are expected to continue to improve as past and current rate increases earn-in.
  • Further execution against catastrophe exposure initiatives.
  • The current interest rate environment is expected to continue to provide an accumulating benefit of higher investment yields.
  • Confident positive trajectory will continue.
  • Committed to delivering value to stakeholders through sustainable, profitable growth and top-tier performance.

Challenges Ahead

  • Dynamic environment requires financial discipline.
  • Maintaining robust reserving process due to current casualty market dynamics.
  • Doubling down on data and analytics tools to inform pricing and underwriting.
  • Remaining diligent with investment portfolio.
  • Unspecified risks and uncertainties in the company’s business that may affect future performance.