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UFCSUnited Fire Group, IncHold6.5·$52.11-0.78%
HoldModerate Confidence
Investment thesis

United Fire Group combines a perfect earnings beat streak with an attractively valued, cash-generative balance sheet, but the stock is technically overbought near its 52-week high and the engine's risk/reward asymmetry currently reads negative.

Thesis pillars

  • Perfect Earnings Beat StreakStable
  • Attractive Valuation Low PegStable
  • Overbought Near 52 Week HighStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

United Fire Group, Inc (UFCS) Stock Analysis

Breakout setup · Catalyst-Driven edge

HoldValueGrowthQualityModerate Confidence

Financial Services · Insurance - Property & Casualty

Hold if already holding. Not a fresh buy at $52.11, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (4.2% away).

United Fire Group writes property and casualty insurance — including commercial fire and allied lines, other liability, automobile, workers' compensation, and surety — through a network of approximately 850 independent property and casualty agencies and 160 surety agencies,... Read more

$52.11+2.3% A.UpsideScore 6.5/10#7 of 39 Insurance - Property & Casualty
QualityF-score7 / 9FCF yield19.77%
IncomeYield1.48%(5y avg 2.45%)Payout13.71%sustainable
Stop $48.59Target $53.33(resistance)A.R:R -1.4:1
Analyst target$51.00-2.1%2 analysts
$53.33our TP
$52.11price
$51.00mean
$45
$57

Hold if already holding. Not a fresh buy at $52.11, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (4.2% away). Chart setup: Golden cross, above all MAs, RSI 69, MACD bullish. Mixed signals. Hold existing position. Score 6.5/10, moderate confidence.

Passes 6/9 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 28d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: speculative.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Aug 4, 202628d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
Attractive valuation
Strong growth profile
Risks
Analyst target reached - limited upside remaining
Near 52-week high (4.2% away)

Key Metrics

P/E (TTM)10.6
P/E (Fwd)11.7
Mkt Cap$1.4B
EV/EBITDA7.1
Profit Mgn9.2%
ROE14.8%
Rev Growth11.6%
Beta0.50
Dividend1.48%
Rating analysts9

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C5.00bearish
IV81%elevated

Material Events(8-K, last 90d)

  • 2026-05-26Item 5.02LOW
    Shareholders approved amendments to the Non-Employee Director Stock Plan at the May 20, 2026 Annual Meeting, increasing shares available from 450,000 to 865,114 and extending the plan's expiration to December 31, 2034. Routine plan amendment, not a departure.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 ceiling hit

GatesA.R:R -1.4=NEGATIVEMomentum 5.3<5.5 (soft — BUY_NOW allowed but watch)Executive change: officer departure/appointmentMomentum 5.3>=4.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 28d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Speculative
RSI
69 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $45.64Resistance $54.42

Price Targets

$49
$53
A.Upside+2.3%
A.R:R-1.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-16.8% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-08-04 (28d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is UFCS stock a buy right now?

Hold if already holding. Not a fresh buy at $52.11, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (4.2% away). Chart setup: Golden cross, above all MAs, RSI 69, MACD bullish. Mixed signals. Hold existing position. Target $53.33 (+2.3%), stop $48.59 (−7.2%), A.R:R -1.4:1. Score 6.5/10, moderate confidence.

What is the UFCS stock price target?

Take-profit target: $53.33 (+2.3% upside). Target $53.33 (+2.3%), stop $48.59 (−7.2%), A.R:R -1.4:1. Stop-loss: $48.59.

What are the risks of investing in UFCS?

Analyst target reached - limited upside remaining; Near 52-week high (4.2% away).

Is UFCS overvalued or undervalued?

United Fire Group, Inc trades at a P/E of 10.6 (forward 11.7). TrendMatrix value score: 9.2/10. Verdict: Hold.

What do analysts say about UFCS?

9 analysts cover UFCS with a consensus score of 4.0/5. Average price target: $51.

What does United Fire Group, Inc do?United Fire Group writes property and casualty insurance — including commercial fire and allied lines, other liability,...

United Fire Group writes property and casualty insurance — including commercial fire and allied lines, other liability, automobile, workers' compensation, and surety — through a network of approximately 850 independent property and casualty agencies and 160 surety agencies, licensed in all 50 states and the District of Columbia. The company operates as a single reporting segment, deriving revenue primarily from earned premiums, and withdrew from direct personal lines insurance in 2020 with no remaining exposure as of December 31, 2025.

Related stocks: SLDE (Slide Insurance Holdings, Inc.) · ASIC (Ategrity Specialty Insurance Co) · ORI (Old Republic International Corp) · PLMR (Palomar Holdings, Inc.) · HCI (HCI Group, Inc.)
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