Vanguard holds 3.14M SIGI shares (5.24%) — Vanguard Capital Management (NYSE: SIGI)

BMO Capital downgraded Selective Insurance Group (SIGI) to Market Perform from Outperform, keeping a $97 price target. The stock trades at about $92.78. BMO raised EPS estimates 1% on higher interest rates but said underwriting margin improvement is slower, shifting the expected timeline to about two years.

Selective Insurance Group (NASDAQ:SIGI) reported Q2 2026 revenue of $1.39 billion, up 4.5% year over year, beating Wall Street’s estimate. Non-GAAP EPS was $1.95, 16.9% above consensus. The company said it returned 45% of after-tax net income via dividends and $32 million in buybacks; operating ROE was 13.7%. Shares fell 7.5% to $90.62.

SELECTIVE INSURANCE GROUP INC (SIGI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.2 3 q22026pressreleasesuppleme.htm EX-99.2 Document Exhibit 99.2 FINANCIAL SUPPLEMENT SECOND QUARTER 2026 Forward-Looking Statements Certain statements in this report, including information incorporated by reference, are “forward-looking statements” defined in the Private S

Eaton (NYSE:ETN) said the U.S. Air Force Research Laboratory awarded it a $7 million, 24-month contract to use quantum computing, machine learning, and advanced visualization to improve power grid resilience and protection. The work, with Infleqtion and Penn State, targets detection and response to multiple concurrent physical and cyber threats, addressing NERC N-2 contingency requirements.

ExxonMobil Moçambique Limitada issued McDermott Energy Solutions (UK) a letter of intent for limited engineering and procurement work on Rovuma LNG Phase 1 midstream development. The award supports planning ahead of a final investment decision expected in 2026. Rovuma LNG targets 12 modular trains totaling 18.6 mtpa, with start-up in 2031. ExxonMobil says the 30-year project could generate about $150B in revenues for Mozambique’s government.

Serbia President Aleksandar Vucic said Serbia will open a joint UAV factory with Elbit Systems, with inauguration expected Sept 15-20. Elbit will hold 51% and Serbia’s state arms firm SDPR 49%. The factory relates to a five-year contract covering precision rockets and unmanned systems, plus ISTAR, digitization and upgrades.