United Fire Group (UFCS) reported second-quarter 2026 net income of $33.4 million, or $1.29 per diluted share, up from $22.9 million, or $0.87 per diluted share, a year earlier. Total revenues were $383.7 million for the quarter ended June 30, 2026.
The company said net written premium rose 9% to $406.4 million, net investment income increased 33% to $28.9 million and the combined ratio improved to 95.3%.
- Net earned premium was $354.1 million, compared with $314.8 million in the prior-year quarter.
- Adjusted operating income was $33.7 million, or $1.30 per diluted share.
- Book value per share was $38.02 as of June 30, 2026, up from $36.88 at Dec. 31, 2025.
- Return on equity was 13.2% for the six months ended June 30, 2026.
- The company declared and paid a $0.20 per share cash dividend during the quarter.
$UFCS Insider Trading Activity
$UFCS insiders have traded $UFCS stock on the open market 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $UFCS stock by insiders over the last 6 months:
- CHRISTOPHER R DRAHOZAL has made 0 purchases and 3 sales selling 12,750 shares for an estimated $489,890.
- GEORGE D MILLIGAN purchased 4,500 shares for an estimated $203,535
- DEE ANN MCINTYRE sold 4,250 shares for an estimated $165,080
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$UFCS Hedge Fund Activity
We have seen 96 institutional investors add shares of $UFCS stock to their portfolio, and 76 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC removed 117,098 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $4,339,651
- AMERICAN CENTURY COMPANIES INC added 102,850 shares (+22.2%) to their portfolio in Q1 2026, for an estimated $3,811,621
- ALLIANZ ASSET MANAGEMENT GMBH added 80,733 shares (+47.2%) to their portfolio in Q1 2026, for an estimated $2,991,964
- RENAISSANCE TECHNOLOGIES LLC removed 71,600 shares (-51.0%) from their portfolio in Q1 2026, for an estimated $2,653,496
- MARSHALL WACE, LLP removed 67,672 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $2,507,924
- MORGAN STANLEY removed 65,938 shares (-20.5%) from their portfolio in Q1 2026, for an estimated $2,443,662
- FRANKLIN RESOURCES INC added 57,806 shares (+352.5%) to their portfolio in Q1 2026, for an estimated $2,142,290
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
