Zacks.com Spotlights Hamilton Insurance, Macy's, Cognizant, PCB Bancorp, and PRA Group
Value Stocks Overview: The article highlights five value stocks—Hamilton Insurance Group, Macy's Inc., Cognizant Technology Solutions, PCB Bancorp, and PRA Group—identified for their low price-to-sales ratios and potential for growth, emphasizing the importance of the price-to-sales ratio as a valuation metric.
Hamilton Insurance Group: This company is positioned for growth in the specialty insurance and reinsurance markets, benefiting from a diversified underwriting strategy and strong capital management, currently holding a Zacks Rank #1 and a Value Score of A.
Macy's Inc.: Under its "Bold New Chapter" program, Macy's is transforming its retail strategy with a focus on digital initiatives and product categories where it has a strong presence, achieving a Zacks Rank #2 and a Value Score of A.
Cognizant Technology Solutions: As a leading professional services firm, Cognizant is experiencing robust growth driven by a strong product pipeline and strategic acquisitions, currently holding a Zacks Rank #2 and a Value Score of A.
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- Insurance Stocks Performance: Insurance stocks are showing strong performance, achieving steady gains amidst market volatility.
- Sector Resilience: This group within the financial sector is demonstrating its strength and resilience compared to the broader market.
- New Compliance Head Appointment: Hamilton Insurance Group has announced the promotion of Moussa Thiam to Group Head of Compliance effective January 1, 2026, reflecting the company's ongoing commitment to strengthening governance and regulatory oversight as a publicly listed entity.
- Coordination of Compliance Activities: Thiam will lead and coordinate compliance efforts across Hamilton's global operations, ensuring consistent standards across underwriting platforms and supporting the company's strategic ambitions by embedding compliance into daily decision-making.
- Extensive Compliance Experience: Since joining Hamilton in December 2024, Thiam has made significant contributions to compliance and regulatory initiatives, previously serving as Head of Cross-Border & International Compliance at Beazley, bringing a wealth of industry experience.
- Building a Global Compliance Culture: This appointment underscores the importance of maintaining high compliance standards in an increasingly complex regulatory landscape, as Hamilton is committed to promoting sustainable and responsible growth globally.

- Executive Appointment: Hamilton Insurance Group has appointed Susan Steinhoff as Chief Underwriting Officer at Hamilton Re, effective January 1, 2026, bringing over 25 years of insurance experience to lead underwriting activities and report to CEO Adrian Daws.
- Leadership Transition: Steinhoff succeeds Tim Duffin, who became Group Chief Underwriting Officer on January 1, 2026, with this leadership change aimed at strengthening the company's underwriting capabilities and delivering exceptional value to clients and partners.
- Industry Recognition: Daws noted that Steinhoff has been with Hamilton since its early days and has excelled in leading the property reinsurance team, earning respect across the industry for her expertise and client-centric approach.
- Continuity in Leadership: The appointment is accompanied by promotions for Peter Riihiluoma and Sergio Lottimore, with Riihiluoma succeeding Steinhoff as SVP of Property Reinsurance and Lottimore succeeding Riihiluoma as SVP of Specialty Reinsurance, highlighting the company's commitment to strong leadership and continuity across its underwriting teams.
- Stock Performance: Hamilton Insurance's stock closed at $27.27, down 2.26% from the previous day, yet it has gained 5.44% over the past month, outperforming the Finance sector's 2.08% increase, indicating strong relative market performance.
- Earnings Expectations: The company is projected to report earnings per share (EPS) of $0.69, reflecting a remarkable 115.63% increase from the same quarter last year, suggesting a significant enhancement in profitability that may attract more investor interest.
- Revenue Forecast: The latest consensus estimates anticipate revenue of $637.31 million, representing an 11.71% year-over-year increase, which underscores the company's robust growth potential in the market and may further bolster investor confidence.
- Analyst Ratings: Hamilton Insurance currently holds a Zacks Rank of #1 (Strong Buy), indicating analyst optimism about its future performance, with a 7.22% rise in EPS estimates over the past month, potentially driving stock price appreciation.
- Earnings Estimate Increase: MetLife has raised its 2025 earnings estimate to $8.71 per share, reflecting a 7.4% year-over-year growth, indicating robust growth potential in its insurance and investment product offerings.
- Revenue Growth Outlook: The projected revenue for 2025 is $79.1 billion, representing an 8.3% year-over-year increase, which highlights strong performance in Group Benefits and the Asia-Pacific market, further solidifying its market position.
- Liquidity Advantage: As of September 30, 2025, the company reported $20.2 billion in cash and cash equivalents, significantly exceeding its short-term debt of $378 million, showcasing strong financial health that supports shareholder returns.
- Cost Control Strategy: Under the New Frontier strategy, MetLife aims to achieve a 100-basis point reduction in unit costs over five years by streamlining operations and expanding high-growth segments to ensure sustainable growth.

- Leadership Change: Hamilton Insurance Group has appointed Dwayne Hunt as Senior Vice President, Head of Property Insurance, effective immediately, succeeding Gavin Davis, aiming to enhance the competitiveness of its property insurance business through Hunt's 30 years of industry experience.
- Rich Industry Experience: Hunt brings 30 years of extensive experience in the insurance sector, having served as Senior Vice President of Property Insurance at Neon and held senior underwriting roles at ACE and Arch, which will provide the company with deep industry knowledge and strong client relationships.
- Internal Promotion Mechanism: CEO Adrian Daws emphasized that this appointment reflects the company's nimble structure and collaborative culture, enabling sustained growth through internal succession, ensuring stability and professionalism within the property insurance team.
- Recognition of Predecessor's Contributions: Gavin Davis played a pivotal role in diversifying Hamilton's property insurance business over the past decade, and the company's successful transformation is partly attributed to his efforts, with Hamilton wishing him well in his future endeavors.








