10-QPeriod: Q1 FY2022

HARTFORD INSURANCE GROUP, INC. Quarterly Report for Q1 Ended Mar 31, 2022

Filed April 28, 2022For Securities:HIGHIG-PG

Summary

The Hartford Financial Services Group, Inc. (HIG) reported a strong first quarter of 2022, with net income available to common stockholders increasing by 80% to $440 million, or $1.30 per diluted share, compared to the prior year period. This significant improvement was primarily driven by a substantial increase in Property & Casualty (P&C) underwriting results, which saw a favorable shift in prior accident year reserve development and lower catastrophe losses. The Group Benefits segment also contributed positively, with a reduction in excess mortality claims and favorable impacts from COVID-19 related short-term disability losses. However, the company experienced a notable swing in net realized gains (losses), moving from a gain of $80 million in Q1 2021 to a loss of $145 million in Q1 2022. This was mainly due to mark-to-market losses on equity securities and realized losses on fixed maturity sales. Despite this investment volatility, the company's overall revenue grew by 2% to $5.4 billion, supported by growth in earned premiums across its P&C and Group Benefits segments. The company also continued its share repurchase program, buying back $400 million of its common stock during the quarter.

Financial Statements
Beta
Revenue$5.39B
SG&A Expenses$1.21B
Interest Expense$62.00M
Net Income$443.00M
EPS (Basic)$1.32
EPS (Diluted)$1.30
Shares Outstanding (Basic)332.30M
Shares Outstanding (Diluted)337.30M

Key Highlights

  • 1Net income available to common stockholders surged 80% year-over-year to $440 million ($1.30 diluted EPS).
  • 2P&C underwriting results improved significantly due to favorable prior accident year reserve development and lower catastrophe losses.
  • 3Group Benefits segment benefited from reduced excess mortality claims and favorable COVID-19 related disability impacts.
  • 4Total revenues increased 2% to $5.4 billion, driven by growth in earned premiums in P&C and Group Benefits.
  • 5Net realized losses were $145 million, a swing from a net realized gain of $80 million in the prior year, primarily due to equity market declines.
  • 6The company repurchased $400 million of common stock during the quarter, with $898 million remaining on its share repurchase authorization.

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