The Hartford Q2 2026: net income up 31%, core earnings up 1%
The Hartford's second quarter splits in two: net income rose 31.0% to $1.29 billion, while core earnings rose just 1.0% to $945 million. A one-time $251 million tax benefit from selling Hartford Funds explains most of the gap. Read the quarter as a steady operating story carrying a headline that overstates it; view: Neutral. The scorecard below shows where the strength is real and where it came from accounting.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS was $4.68 versus $3.44 a year ago, and core EPS was $3.42 against a consensus estimate of $3.25 — a 5.1% beat. But $1.15 of the $4.68 came from discontinued operations, mostly the $251 million tax benefit on the Hartford Funds sale, so the GAAP figure flatters the quarter. Core EPS rose 5.6% from $3.24, which is the number that reflects the insurance businesses.
Total revenues were $7.26 billion, up 8.1% from $6.72 billion a year earlier, helped by 5.0% growth in P&C earned premium and 5.0% fully insured ongoing premium growth in Employee Benefits. The revenue line is also garbled: one data feed in the filing tags revenue at $111 million while the income statement adds up to $7.26 billion. Trust the income statement here; the mismatch is a tagging problem, not a business problem.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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