Cantor Fitzgerald has reaffirmed an Overweight recommendation on Hartford Financial Services Group, preserving a $160.00 price objective that implies about a 20% gain relative to the stock's present price of $132.85. The firm said the latest quarterly results reinforced its constructive stance.
Quarterly performance and metrics
Analysts at Cantor Fitzgerald highlighted broad-based margin outperformance paired with solid growth in Hartford's Business Insurance segment as the primary drivers of a headline beat in the quarter. Those results align with Hartford’s InvestingPro "GREAT" financial health score of 3.32 out of 5, which reflects profitability metrics such as a 20% return on equity.
Analyst consensus and estimates
InvestingPro data cited by the firm shows a range of analyst price targets for HIG between $121 and $163. The dataset also indicates that 11 analysts have recently revised earnings expectations for the company upward.
Competitive positioning and model resilience
Cantor Fitzgerald compared Hartford favorably to Travelers Companies, noting that Hartford has displayed similar durability but with superior growth. The firm emphasized that the quarter's performance reinforces the resilience of Hartford’s small- and middle-market underwriting model at the current point in the business cycle.
Primary concern: pricing deceleration
The firm acknowledged pricing deceleration as the main concern for Hartford, but stated that this issue "has largely been litigated already," signaling that the market impact of decelerating pricing may be largely reflected in current dynamics.
Recent reported results
In recent company disclosures, Hartford reported strong fourth-quarter 2025 earnings that exceeded consensus expectations. The company posted earnings per share of $4.06 versus a forecast of $3.20, and reported revenue of $7.34 billion compared with expected revenue of $7.29 billion. Those results underscore the company’s ability to surpass both earnings and revenue projections.
Market and analyst reaction
While several analyst firms have noted Hartford’s performance, the recent commentary did not specify particular upgrades or downgrades. Investors and market participants remain focused on Hartford’s strategic positioning and execution, with the company’s capacity to beat earnings and revenue targets remaining a key point of attention.
Outlook
Cantor Fitzgerald’s maintained Overweight rating and $160.00 price target reflect confidence in Hartford’s profitability and growth profile amid current market conditions, tempered by the acknowledged risk around pricing deceleration.