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Sep 30, 2023

Hanover Q3 2023 Earnings Report

Hanover's Q3 2023 results were impacted by severe weather, but underlying performance showed strength, particularly in Core Commercial and Specialty segments. The company is taking actions to address catastrophe losses and enhance profitability.

Key Takeaways

The Hanover reported a net income of $8.6 million, or $0.24 per diluted share, in Q3 2023, compared to $0.5 million, or $0.01 per diluted share, in the prior-year quarter. The combined ratio was 104.4%, impacted by catastrophe losses of $195.8 million. However, the combined ratio excluding catastrophes was 90.7%.

Combined ratio was 104.4%, but 90.7% excluding catastrophes.

Catastrophe losses totaled $195.8 million, driven by severe convective storm activity.

Net premiums written increased by 6.0%, with contributions from each segment.

Net investment income increased by 15.3% to $84.2 million.

Total Revenue
$1.52B
Previous year: $1.51B
+0.8%
EPS
$0.19
Previous year: $0.99
-80.8%
Core Commercial Price Increase
98.7%
Previous year: 101.3%
-2.6%
Personal Lines Price Increase
120.8%
Previous year: 107.3%
+12.6%
Gross Profit
$1.37B
Previous year: $1.23B
+11.4%
Cash and Equivalents
$295M
Previous year: $165M
+78.7%
Free Cash Flow
$222M
Previous year: $311M
-28.7%
Total Assets
$12.3B
Previous year: $13.7B
-10.4%

Hanover

Hanover

Hanover Revenue by Segment

Forward Guidance

The Hanover is well-positioned in the market with a proven business strategy, broad and innovative capabilities, tremendous distribution partners, strong balance sheet, and exceptional talent, which will enable it to execute on long-term targets while delivering increased value for shareholders.

Positive Outlook

  • Achieve additional price increases in the personal lines market.
  • Reshape the book of business.
  • Reach target profitability objectives.
  • Deliver adjustments on renewals in early 2024.
  • Drive additional growth in net investment income in the future.

Challenges Ahead

  • Severe weather affecting results.
  • Elevated catastrophe loss trends.
  • Elevated homeowners current accident year loss and LAE ratio, excluding catastrophes.
  • Decrease in the fair value of fixed maturity investments.
  • Uncertainty around ultimate losses incurred, especially for “longer-tail” liability businesses