Armstrong Family Trust (PLMR) sold 3,500 shares for $457.7K on 04/21/2026
The Armstrong Family Trust, associated with Palomar Holdings, Inc. (PLMR), reported 10b5-1 sales of PLMR stock. A Form 144 filing by Morgan Stanley Smith Barney LLC Executive Financial Services disclosed a 3,500-share award of Restricted Stock Units on January 26, 2026, and three recent 10b5-1 sales: 3,500 shares for $422,027.55 on March 23, 2026; 3,197 shares for $413,883.62 on April 16, 2026; and 3,500 shares for $457,679.60 on April 21, 2026. The filing provides details on the disposition activity by the Trust.
Palomar Holdings’ Earnings Call Highlights Profitable Growth
Palomar Holdings (PLMR) reported strong Q1 results, with a significant increase in gross written premium and adjusted net income, driven by robust top-line growth across various segments. While the company highlighted disciplined underwriting, conservative reserving, and financial flexibility, it also acknowledged rising costs, competitive pressures, and higher combined and loss ratios as challenges. Management provided optimistic 2026 guidance, projecting continued earnings growth despite these headwinds.
Palomar (PLMR) CRO vests RSUs; small automatic share sale covers taxes
Palomar Holdings, Inc.'s Chief Risk Officer, Jonathan Knutzen, reported routine equity compensation activity involving the vesting of 612 Restricted Stock Units. To cover mandatory tax withholding obligations, 281 shares were automatically sold at $115.26 per share. After these transactions, Knutzen directly holds 27,934 common shares and 1,224 RSUs.
Palomar Holdings (PLMR) president vests RSUs, ends with 66,478 shares
Palomar Holdings President Jon Christianson reported equity compensation activity, including the vesting of 1,020 Restricted Stock Units (RSUs) which converted to common stock. Concurrently, 522 shares were sold at $115.26 per share to cover tax withholding obligations. Following these transactions, Christianson's direct holdings in Palomar Holdings stand at 66,478 shares.
Palomar (PLMR) CFO RSUs vest as 783 shares sold to cover taxes
Palomar Holdings, Inc. (PLMR) CFO T Christopher Uchida reported the vesting of 1,530 restricted stock units (RSUs) on May 18, 2026. As a result, 783 shares of common stock were automatically sold at $115.26 per share to cover statutory tax withholding obligations. Following these transactions, Uchida directly holds 15,499 shares of common stock and 3,060 RSUs.
Handelsbanken Fonder AB Has $31.18 Million Position in Palomar Holdings, Inc. $PLMR
Handelsbanken Fonder AB reduced its stake in Palomar Holdings, Inc. (NASDAQ:PLMR) by 19.7% in the fourth quarter, now owning 231,346 shares valued at $31.18 million. Other institutional investors adjusted their positions, and 90.25% of Palomar's stock is held by such investors. The company's stock shows a "Moderate Buy" consensus rating from analysts, with a target price of $150.25, while insider transactions reveal recent stock sales by the CEO and President.
Which Is a Better Investment, Pelagos Insurance Capital Limited or Palomar Holdings, Inc. Stock?
This article compares Pelagos Insurance Capital Limited (PLGO) and Palomar Holdings, Inc. (PLMR) stocks based on AAII's proprietary A+ Investor grades for value, growth, and quality. While both companies received an "A" grade for value, there was no clear winner for growth or quality. Investors are encouraged to conduct further research into additional financial metrics and align investment decisions with their personal portfolio, risk tolerance, and financial goals.
Implied volatility surging for Palomar Holdings stock options
This article analyzes unusual option activity for Palomar Holdings (PLMR). It highlights a significant surge in implied volatility, particularly for the July 19, 2024, $75 put option, and suggests that options trading can be highly profitable but also carries substantial risk.
Implied Volatility Surging for Palomar Holdings Stock Options
Implied volatility for Palomar Holdings (PLMR) stock options is surging, particularly for the July 17, 2026 $95.00 Call, suggesting that the market anticipates a significant price movement. Analysts currently rate Palomar Holdings as a Zacks Rank #3 (Hold), with recent upward revisions to earnings estimates, indicating a potential trading opportunity for options strategies, such as selling premium.
Insider sale notice: PLMR (NASDAQ: PLMR) restricted 1,020 shares
A Form 144 notice has been filed for Palomar Holdings, Inc. (PLMR), indicating a proposed sale of 1,020 restricted common shares on May 18, 2026, classified as compensation. The filing also details previous sales by Jon Christianson, including 522 shares on February 18, 2026, 3,000 shares on April 7, 2026, and 1,937 shares on April 15, 2026, with associated proceeds. This document serves as a regulatory notice of intent to sell restricted stock and does not confirm actual transaction execution.
Palomar CEO’s String of Successes Right from the Start
David "Mac" Armstrong, CEO of Palomar Holdings, Inc., has been named the San Diego Business Journal's 2026 CEO of the Year in the Large Public Company category. He founded Palomar in 2014, growing it into a leading specialty insurer with a $3.25 billion enterprise value, and has guided the company through significant industry challenges, achieving consistent growth and profitability. Armstrong is also recognized for his deep commitment to community service and philanthropic efforts in San Diego.
Palomar Holdings stock (US69753M1053): premium growth powers Q1 2026 earnings beat
Palomar Holdings (PLMR) exceeded Q1 2026 earnings estimates, with revenue and EPS surpassing analyst expectations driven by strong premium growth in its specialty insurance portfolio. Despite a decline in operating margin compared to the previous year, the company maintained profitability and expanded through new products and acquisitions. Investors are now focusing on the insurer's ability to manage catastrophe risk, sustain growth, and stabilize margins amidst market and regulatory challenges.
Palomar Holdings, Inc. $PLMR Shares Bought by Stephens Investment Management Group LLC
Stephens Investment Management Group LLC increased its stake in Palomar Holdings, Inc. by 19.8% in the fourth quarter, now owning 2.62% of the company's stock valued at $93.6 million. Other institutional investors also boosted their holdings, with institutions and hedge funds collectively owning 90.25% of Palomar's stock. The company recently beat profit expectations with EPS of $2.31 but has received mixed analyst reactions, with an average "Buy" rating and a target price of $150.25.
Palomar Holdings Q1 2026 Earnings Beat Analyst Estimates | Yahoo Finance - News and Statistics
Palomar Holdings reported Q1 2026 results that surpassed analyst expectations, driven by significant premium growth across its specialty insurance portfolio. The company achieved this through disciplined underwriting, new product introductions, and strategic acquisitions, although its operating margin was affected by a shift in business mix towards casualty and crop segments. Despite softening pricing in some areas, management emphasized a cautious approach to retention and conservative reserving practices, demonstrating financial resilience and growth potential.
PLMR (NASDAQ: PLMR) Form 144 shows 1,530 restricted shares planned for 05/18/2026
A Form 144 filing for Palomar Holdings, Inc. (NASDAQ: PLMR) indicates a proposed sale of 1,530 restricted common shares by an issuer-affiliated holder, Morgan Stanley Smith Barney LLC, with an intended sale date of May 18, 2026. The filing specifies that these shares are related to compensation. Additionally, the document notes a prior sale of 783 shares by Chris Uchida on February 18, 2026.
Palomar Holdings stock (US69753M1053): earnings beat and growth focus after strong first quarter
Palomar Holdings (PLMR) reported a stronger-than-expected first quarter for 2026, with adjusted earnings and net income surpassing analyst estimates. The specialty insurer is expanding its presence in US catastrophe-exposed markets, driven by a business model focused on disciplined underwriting, extensive reinsurance use, and data-driven pricing in niche areas like earthquake and hurricane coverage. This performance reinforces its position as a growth-oriented niche player in the US property and casualty insurance sector, though its concentration in catastrophe-sensitive segments means investors should consider potential earnings volatility from severe events.
Palomar Holdings Is Maintained at Outperform by Keefe, Bruyette & Woods
Keefe, Bruyette & Woods has reiterated its "Outperform" rating for Palomar Holdings, a financial services company. This move indicates the firm's continued positive outlook on Palomar Holdings' stock performance.
PLMR Maintained by Keefe, Bruyette & Woods -- Price Target Lowered to $159
Keefe, Bruyette & Woods has maintained an "Outperform" rating for Palomar Holdings (PLMR) but lowered its price target from $186.00 to $159.00, reflecting a cautious market outlook despite the stock being deemed 25% undervalued by GuruFocus's GF Value. PLMR boasts a strong GF Score of 87/100, driven by excellent growth metrics, though recent insider selling activity suggests a potential lack of near-term confidence from within the company.
The 5 Most Interesting Analyst Questions From Palomar Holdings’s Q1 Earnings Call
Palomar Holdings (PLMR) reported Q1 2026 results that surpassed analyst expectations due to strong premium growth and disciplined underwriting, despite a decline in operating margin resulting from a shifting business mix. The earnings call featured key analyst questions focusing on retention strategies, IBNR reserves in casualty, competitive dynamics in inland marine, drought impacts on crop insurance, and residential earthquake market competition. Future catalysts include the integration of casualty and surety businesses, the impact of AI on underwriting, and managing competitive pricing pressures.
Why Palomar Holdings (PLMR) Stock Is Falling Today
Shares of specialty insurance provider Palomar Holdings (NASDAQ:PLMR) fell 4.2% after Jefferies lowered its price target to $156 from $163, citing moderated projections for underwriting income. Despite the price target cut, Jefferies maintained a "Buy" rating, noting potential strong growth outside the commercial earthquake business but also possible headwinds for loss and expense ratios due to a business mix shift. The stock's current decline indicates the market finds this news meaningful, following a previous drop due to weaker underwriting profitability despite an earnings beat.
Piper Sandler Maintains Palomar Holdings(PLMR.US) With Buy Rating, Cuts Target Price to $132
Piper Sandler analyst Paul Newsome has reiterated a buy rating for Palomar Holdings (PLMR.US), though he has reduced the target price from $151 to $132. According to TipRanks, Newsome has a 64.6% success rate and an average return of 10.6% over the past year. The information is provided for informational purposes only and is not an investment recommendation.
Palomar (NASDAQ:PLMR) Sets New 12-Month Low Following Analyst Downgrade
Palomar Holdings (NASDAQ:PLMR) recently reached a new 52-week low after Piper Sandler downgraded its price target from $151 to $132, while maintaining an "overweight" rating. Despite the downgrade and mixed analyst sentiment, the consensus rating for PLMR remains "Buy" with an average price target of $157. Insiders have sold shares, yet institutional ownership is high at 90.25%, and the company exceeded EPS expectations in its latest quarter, though revenue was below estimates.
Why Palomar Holdings (PLMR) Stock Is Falling Today
Shares of specialty insurance provider Palomar Holdings (PLMR) fell 4.2% after Jefferies lowered its price target to $156 from $163, although maintaining a "Buy" rating. The adjustment was due to moderated projections for underwriting income and a shift in business mix creating potential headwinds for loss and expense ratios. Despite recent declines, the stock shows long-term growth for investors.
PLMR Maintained by Piper Sandler -- Price Target Lowered to $132
Piper Sandler has maintained an "Overweight" rating for Palomar Holdings (PLMR) but reduced its price target from $151.00 to $132.00, reflecting a cautious outlook despite the stock being identified as 22.1% undervalued by GuruFocus. The company, operating in the insurance sector, shows strong growth potential with a GF Score of 87/100, although recent insider selling suggests some caution among internal stakeholders. Investors are advised to consider the mixed signals from analysts and insider activity alongside the fundamental valuation.
Jefferies cuts Palomar Holdings stock price target on underwriting income outlook
Jefferies has lowered its price target for Palomar Holdings (NASDAQ:PLMR) to $156 from $163, while maintaining a Buy rating, citing moderated underwriting income projections despite an increase in EPS estimates. The company's stock is currently trading near its 52-week low but is considered undervalued by InvestingPro's Fair Value analysis. Palomar recently surpassed first-quarter 2026 earnings and revenue expectations and authorized a new $200 million share buyback program.
Aubrey Capital Management Ltd Invests $2.32 Million in Palomar Holdings, Inc. $PLMR
Aubrey Capital Management Ltd has acquired a new position in Palomar Holdings, Inc. (NASDAQ:PLMR), purchasing 17,200 shares valued at approximately $2.32 million during the fourth quarter. This investment comes as Palomar Holdings reported strong earnings, with EPS of $2.31, exceeding estimates, and a 59.7% year-over-year revenue increase. The company holds a "Buy" consensus rating from analysts with a target price of $161.75, despite recent insider share sales.
Life Insurance In Force of Palomar Holdings, Inc. – NASDAQ:PLMR
This article provides financial information for Palomar Holdings, Inc. (NASDAQ: PLMR), specifically focusing on its "Life Insurance In Force" data. It appears to be a financial data page from TradingView, offering an overview of the company's financials for investors and analysts. The content presents a snapshot of the company's performance, but doesn't include specific numerical values in the provided text.
Life Insurance In Force of Palomar Holdings, Inc. – LSX:A2PHB6
This article provides financial data for Palomar Holdings, Inc. (LSX:A2PHB6), specifically focusing on its "Life Insurance In Force" metric. It appears to be a stub or a data point from a larger financial platform like TradingView, indicating period value and change.
Analysts Conflicted on These Financial Names: Affirm Holdings (AFRM), IREN (IREN) and Palomar Holdings (PLMR)
Analysts have issued conflicting ratings for three financial sector companies: Affirm Holdings (AFRM), IREN (IREN), and Palomar Holdings (PLMR). Stephens maintained a Hold on Affirm, while Bernstein and Truist Financial issued Buy ratings for IREN and Palomar Holdings, respectively, with optimistic price targets. This article summarizes recent analyst activity for these companies, including price targets and consensus ratings.
Palomar signals $262M-$278M 2026 adjusted net income guidance amid new $200M share repurchase authorization
Palomar Holdings, Inc. provided adjusted net income guidance for 2026, ranging from $262 million to $278 million, and announced a new $200 million share repurchase authorization. This strong financial outlook and commitment to shareholder returns highlight the company's growth strategy.
Palomar Holdings, Inc. Reports First Quarter 2026 Results
Palomar Holdings, Inc. reported net income of $42.9 million for the first quarter of 2026, consistent with the prior year, while adjusted net income increased by 23.1% to $63.1 million. The company experienced significant growth in gross written premiums, up 42.4% to $629.8 million, driven by strong performance across all product categories, including Earthquake, Casualty, Inland Marine and Property, Crop, and Surety & Credit. Palomar also announced a new $200 million share repurchase program and provided a full-year 2026 adjusted net income outlook of $262 million to $278 million.
Palomar Holdings Inc - Approves Share Repurchase Plan Authorizing Up To $200 Million Over Two Years - SEC Filing
Palomar Holdings Inc. has approved a share repurchase plan, authorizing the buyback of up to $200 million in company stock over a two-year period. This information was disclosed in an SEC filing.
Palomar Holdings, Inc. Reports First Quarter 2026 Results
Palomar Holdings, Inc. announced strong first quarter 2026 results, with gross written premiums increasing by 42.4% to $629.8 million and adjusted net income rising 23.1% to $63.1 million. The company reported an adjusted combined ratio of 76.0% and an annualized adjusted return on equity of 26.6%, attributing success to its diverse specialty products portfolio and growth across all categories. Palomar also approved a new share repurchase program of up to $200 million and projects full-year 2026 adjusted net income between $262 million and $278 million.
Vanguard Group Inc. Boosts Stock Position in Palomar Holdings, Inc. $PLMR
Vanguard Group Inc. increased its stake in Palomar Holdings, Inc. (NASDAQ:PLMR) by 2.5% in the fourth quarter, now owning 10.18% of the company's stock valued at approximately $363.6
Palomar’s Q1’26 GWP grows 42.4% to $630m
Palomar Holdings, Inc. reported a significant increase in its Q1 2026 gross written premiums (GWP) by 42.4% to $629.8 million. While underwriting income saw a slight decrease, adjusted underwriting income rose by 21.6%, and net investment income increased by 49%. The company demonstrated strong growth across all product categories and anticipates adjusted net income of $262 million to $278 million for the year.
Palomar Q1 Earnings, Revenues Top Estimates, Investment Income Rises Y/Y
Palomar Holdings, Inc. reported strong first-quarter 2026 results, surpassing earnings and revenue estimates, driven by a significant rise in investment income and total revenues. Despite higher losses and underwriting expenses, the company saw a 23.5% increase in operating income year-over-year. Palomar also announced a new $200 million share repurchase program and maintained its 2026 adjusted net income guidance.
Palomar Holdings, Inc. Q1 2026 Earnings Call Summary
Palomar Holdings, Inc. delivered strong Q1 2026 results, achieving 42% gross written premium growth across diverse product categories with 90% of premiums uncorrelated to traditional P&C cycles. The company increased its full-year 2026 adjusted net income guidance to $262 million to $278 million and authorized a $200 million share repurchase program, reflecting confidence in its earnings growth. Strategic initiatives include expanding inland marine and property, scaling the casualty business, capitalizing on the Gray Surety acquisition, and integrating AI for enhanced risk selection and operational efficiency.
Palomar: Q1 Earnings Snapshot
Palomar Holdings Inc. reported strong first-quarter results, with a profit of $42.9 million, or $1.57 per share. Adjusted earnings reached $2.31 per share, significantly exceeding analyst expectations of $2.17 per share. The company also surpassed revenue forecasts, posting $278.9 million in the period, with adjusted revenue of $280.8 million against an estimated $260.5 million.
Palomar Holdings (NASDAQ:PLMR) Surprises With Strong Q1 CY2026, Stock Soars
Palomar Holdings (NASDAQ:PLMR) exceeded Wall Street's revenue and adjusted EPS expectations in Q1 CY2026, with sales surging 59.7% year-on-year to $278.9 million. The specialty insurance provider's net premiums earned also significantly beat analyst estimates, demonstrating strong underlying business performance. Following these impressive results, the company's stock rose 5.3% to $116.63.
After Gray deal, Palomar authorizes a new $200M stock buyback
Palomar Holdings (NASDAQ: PLMR) reported strong Q1 2026 results with adjusted EPS of $2.31 and gross written premiums up 42.4% to $629.8M, despite higher combined ratios. The company completed the acquisition of Gray Casualty & Surety and announced a new $200M share repurchase program through May 2028, reflecting management's confidence in future performance. Palomar also provided full-year 2026 adjusted net income guidance of $262M-$278M.
Palomar: Q1 Earnings Snapshot
Palomar Holdings Inc. (PLMR) reported strong first-quarter results, with a profit of $42.9 million, or $1.57 per share. Adjusted earnings of $2.31 per share surpassed Wall Street estimates significantly. The insurance holding company also exceeded revenue forecasts, posting $278.9 million in the period, with adjusted revenue reaching $280.8 million.
Palomar Holdings Inc - Approves share repurchase plan authorizing up to $200 million over two years - SEC filing
Palomar Holdings Inc. has announced the approval of a share repurchase plan, authorizing the company to buy back up to $200 million worth of its shares over a two-year period. This information was disclosed in an SEC filing. The news comes alongside other recent financial updates, including the company's Q1 2026 earnings report.
Palomar Holdings Inc expected to post earnings of $2.20 a share - Earnings Preview
Palomar Holdings Inc (PLMR) is projected to report earnings of $2.20 per share, according to a Reuters earnings preview. The article, a brief one-minute read, provides this key financial expectation for the company.
Danske Bank A S Boosts Holdings in Palomar Holdings, Inc. $PLMR
Danske Bank A/S significantly increased its stake in Palomar Holdings, Inc. (NASDAQ:PLMR) by 69.9% in the fourth quarter, now owning 138,295 shares valued at approximately $18.64 million, representing about 0.52% of the company. Palomar reported strong Q4 earnings, surpassing analyst expectations with EPS of $2.24 and revenue up 62.7%, contributing to an average "Buy" rating and a $161.75 price target from analysts. Institutional investors hold a substantial 90.25% of Palomar's stock, with Vanguard Group Inc. being the largest holder.
Artemis Investment Management LLP Boosts Stock Position in Palomar Holdings, Inc. $PLMR
Artemis Investment Management LLP increased its stake in Palomar Holdings, Inc. (NASDAQ:PLMR) by 12.8% in the fourth quarter of 2025, bringing its total to 212,279 shares valued at approximately $28.6 million. Palomar exceeded Q4 earnings expectations with $2.24 EPS and $253.36 million in revenue, leading to a consensus "Buy" rating and a $161.75 price target from analysts. Despite insider selling, institutional investors hold a significant majority of the stock, while insiders own 3.70%.
Vanguard reports 5.25% stake in Palomar Holdings (NASDAQ: PLMR)
Vanguard Capital Management has reported a 5.25% beneficial ownership stake in Palomar Holdings (NASDAQ: PLMR), totaling 1,401,561 shares of Common Stock. This disclosure was made via a Schedule 13G filing, indicating a passive investment. Vanguard retains sole voting power for 203,024 shares and sole dispositive power for all 1,401,561 shares.
Palomar Holdings, Inc. Announces First Quarter 2026 Financial Results Release Date and Conference Call
Palomar Holdings, Inc. (NASDAQ: PLMR) announced that it will release its first quarter 2026 financial results after market close on Wednesday, May 6, 2026. The company will host a conference call the following day, Thursday, May 7, 2026, at 12:00 p.m. Eastern Time, to discuss the results. Investors can access the call live or via webcast, with a replay available afterward.
Palomar Holdings, Inc. Announces First Quarter 2026 Financial Results Release Date and Conference Call
Palomar Holdings, Inc. (NASDAQ: PLMR) will announce its first quarter 2026 financial results after market close on Monday, May 4, 2026. The company will also host a conference call and webcast on Tuesday, May 5, 2026, at 12:00 PM ET to discuss these results. Interested parties can access the webcast or dial into the conference call for participation.
Palomar Holdings, Inc. Announces First Quarter 2026 Financial Results Release Date and Conference Call
Palomar Holdings, Inc. announced it will release its first-quarter 2026 financial results after market close on Tuesday, May 6, 2026. The company will also host a conference call and webcast on Wednesday, May 7, 2026, at 12:00 PM ET to discuss these results. Interested parties can access the call via live webcast or dial-in.
Palomar Holdings sets May 6 earnings release, May 7 investor call
Palomar Holdings (NASDAQ: PLMR) announced it will release its first quarter 2026 financial results after market close on Wednesday, May 6, 2026. The company will then host a conference call at 12:00 p.m. ET on Thursday, May 7, 2026, to discuss the results. The announcement includes details for investors to access the call via dial-in numbers or a simultaneous webcast, with a replay available until May 14, 2026.
