Palomar (NASDAQ:PLMR) President Jon Christianson Sells 522 Shares
Palomar's President, Jon Christianson, recently sold 522 shares of the company's stock for over $66,000, reducing his stake by 0.79%. This sale follows several other transactions by Christianson in recent weeks. Despite the insider selling, Palomar reported a strong Q4 earnings beat with revenue climbing 62.7% year-over-year, and analysts maintain a consensus "Buy" rating for the stock.
Jonathan Knutzen Sells 281 Shares of Palomar (NASDAQ:PLMR) Stock
Jonathan Knutzen, an insider at Palomar (NASDAQ:PLMR), sold 281 shares of the company's stock for approximately $35,979 on February 18th, reducing his stake by 1.01% to 27,579 shares. This sale follows several other transactions in late January. Despite the insider selling and a post-earnings stock dip, analysts maintain a "Buy" rating for Palomar with an average target price of $162.17, after the company reported better-than-expected Q4 earnings and strong revenue growth.
Palomar (NASDAQ:PLMR) CFO Sells $100,255.32 in Stock
Palomar Holdings, Inc. CFO T. Christopher Uchida sold 783 shares of the company's stock on February 18th for $100,255.32, reducing his stake by 5.04%. This sale follows several other share dispositions by Uchida in late January and early February. Despite recent strong earnings results that topped analyst estimates, the stock traded down 2.3%, though analysts maintain a consensus "Buy" rating with an average price target of $162.17.
GSA Capital Partners LLP Buys New Position in Palomar Holdings, Inc. $PLMR
GSA Capital Partners LLP has acquired a new position in Palomar Holdings, Inc. (NASDAQ:PLMR), purchasing 12,426 shares valued at approximately $1.45 million. Palomar reported strong quarterly earnings, beating analyst estimates with an EPS of $2.24 and revenue of $492.63 million, marking a 62.7% year-over-year increase. Despite notable insider selling from the CEO and CFO, institutional investors now own about 90.25% of the company's stock, and analysts maintain a consensus "Buy" rating with an average price target of $162.17.
5 Must-Read Analyst Questions From Palomar Holdings's Q4 Earnings Call
Palomar Holdings' Q4 results showed strong revenue and profit growth driven by new verticals and underwriting discipline, despite a negative stock reaction and increased attritional losses. Key analyst questions focused on crop retention's earnings impact, growth from new underwriting hires, risk management in the casualty segment, reinsurance renewals, and persistent pressure in commercial earthquake rates. Analysts will monitor premium growth, margin trends, technological integration, and acquisition impacts in future quarters.
Public Sector Pension Investment Board Has $12.19 Million Stock Position in Palomar Holdings, Inc. $PLMR
Public Sector Pension Investment Board significantly increased its stake in Palomar Holdings, Inc. (PLMR) to 104,449 shares, valued at $12.19 million, following Palomar's strong Q4 earnings and positive 2026 outlook. Despite this institutional confidence and a consensus "Moderate Buy" rating from analysts, several company insiders, including CEO Mac Armstrong, have recently sold a substantial number of shares. This divergence presents a mixed signal for investors considering PLMR, which posted strong Q4 results driven by higher premiums and underwriting gains.
Palomar Holdings (PLMR) Earnings Surge 67.6% And Reinforce Bullish Profitability Narratives
Palomar Holdings (PLMR) reported strong FY 2025 earnings with a 67.6% surge in net income and a 22.5% net margin, driven by underwriting discipline and expanded specialty lines. While the company's valuation metrics show a premium P/E compared to peers, its DCF fair value and analyst targets suggest potential upside, despite risks associated with catastrophe exposure and reinsurance reliance. Forecasts indicate continued revenue and earnings growth, though quarterly combined ratios highlight the volatility from catastrophe-exposed lines.
Insider Selling: Palomar (NASDAQ:PLMR) CEO Sells 5,000 Shares of Stock
Palomar CEO Mac Armstrong sold 5,000 shares of PLMR stock on February 12th for approximately $613,000, reducing his stake by 1.44%. This sale is part of a series of insider dispositions by Armstrong since November, even as the company's shares rallied 4% after a strong Q4 earnings beat and raised 2026 outlook. Analysts maintain a "Moderate Buy" rating for Palomar, with institutional investors owning about 90% of the stock.
Palomar Holdings, Inc. (NASDAQ:PLMR) Q4 2025 Earnings Call Transcript
Palomar Holdings, Inc. (NASDAQ:PLMR) reported strong Q4 and full-year 2025 results, exceeding adjusted net income guidance and achieving record gross written premiums and adjusted net income. The company highlighted its successful execution of four strategic imperatives, including integrating acquisitions and diversifying its product portfolio. Palomar provided optimistic 2026 guidance, expecting continued growth in adjusted net income and a high return on equity, despite competitive pressures in some commercial segments and a strategic shift away from fronting business.
Palomar Holdings, Inc. (NASDAQ:PLMR) Given Average Recommendation of "Moderate Buy" by Analysts
Palomar Holdings, Inc. (NASDAQ:PLMR) has an average "Moderate Buy" rating from analysts, with a 12-month average price target of $158.14. The company reported strong Q4 earnings, beating estimates with $2.24 EPS, and provided confident 2026 guidance. However, concerns remain regarding deteriorating underwriting metrics, a spike in non-catastrophic losses, and notable insider selling activity.
Earnings call transcript: Palomar Holdings beats Q4 2025 forecasts with strong growth
Palomar Holdings (NASDAQ:PLMR) exceeded Q4 2025 financial forecasts, reporting an EPS of $2.24 against an expected $2.07 and revenue of $492.6 million compared to projections of $476.63 million. Despite these strong results, the company's stock experienced a 6.38% dip in after-hours trading. Palomar emphasized its strategic growth in gross written premiums and adjusted net income, alongside its optimistic outlook for 2026 with an anticipated 24% growth in adjusted net income and continued strategic initiatives including AI implementation and diversification of its product portfolio.
PLMR Q4 Deep Dive: Diversification Drives Growth, Margin Questions Emerge
Palomar Holdings (PLMR) reported better-than-expected Q4 CY2025 revenue and adjusted EPS, driven by diversification into casualty and crop insurance and recent acquisitions, despite a negative stock reaction. Management highlighted balancing admitted and E&S lines and residential/commercial exposure for resilience. Looking ahead, Palomar expects continued premium growth in new segments and operational leverage from AI and portfolio diversification, while anticipating higher loss ratios due to an evolving business mix.
Palomar Holdings Q4 2025 Earnings Beat Estimates - News and Statistics
Palomar Holdings exceeded Q4 2025 financial expectations with revenue of $253.4 million and non-GAAP EPS of $2.24, significantly above analyst estimates. Despite strong results driven by expansion into new insurance verticals and acquisitions, the company's stock price reacted negatively. Management outlined a 2026 strategy focused on diversified portfolio growth and technological integration, aiming for a return on equity above 20%.
Palomar Holdings (NASDAQ:PLMR) Beats Expectations in Strong Q4 CY2025
Palomar Holdings (NASDAQ:PLMR) reported strong Q4 CY2025 results, significantly beating Wall Street's revenue and net premiums earned expectations. The specialty insurance provider saw revenue growth of 62.7% year-on-year, reaching $253.4 million, and its non-GAAP profit per share also surpassed analyst estimates. The impressive performance, particularly in net premiums earned, suggests strong underlying demand and effective underwriting activities.
Palomar Q4 Earnings & Revenues Beat Estimates, Premiums Rise Y/Y
Palomar Holdings, Inc. (PLMR) reported strong fourth-quarter and full-year 2025 results, beating Zacks Consensus Estimates for earnings and revenues. The company saw significant growth in operating income, total revenues, and net earned premiums, driven by improved underwriting and investment income. Palomar also raised its 2026 adjusted net income guidance, reflecting a positive outlook.
Palomar posts 60.6% profit surge on $492.6 million premium quarter
Palomar Holdings Inc. reported a significant increase in net income and gross written premiums for the fourth quarter and full year of 2025, driven by its Palomar 2X organic growth strategy. The specialty insurer saw its net income surge by 60.6% in Q4 and 67.6% for the full year, with gross written premiums reaching $492.6 million in Q4 and $2 billion for the full year. These results demonstrate the success of their strategy to double underwriting income while maintaining a strong return on equity, further supported by recent acquisitions in surety and crop insurance.
Why Palomar Holdings (PLMR) Shares Are Sliding Today
Palomar Holdings (NASDAQ:PLMR) shares fell 9.9% after its fourth-quarter 2025 earnings report, despite strong revenue growth and adjusted earnings per share that beat analyst estimates. The decline was attributed to weaker-than-expected underwriting results, indicated by a combined ratio of 76.8% which missed Wall Street's expectations. This suggests that underwriting profitability was not as strong as anticipated, leading to a negative market reaction.
Palomar’s net income rises 60.6% to $56.2m for Q4’25
Palomar Holdings, Inc. reported a significant increase in its net income for Q4 2025, rising 60.6% to $56.2 million. The specialty insurer also saw strong growth in gross written premiums, net premiums written, and net premiums earned, contributing to record adjusted net income for the year. This performance, along with strategic acquisitions, positions Palomar for continued profitable growth.
Palomar Holdings, Inc. Reports Fourth Quarter & Full Year 2025 Results
Palomar Holdings, Inc. reported robust financial results for Q4 and the full year 2025, driven by significant increases in net income, gross written premiums, and adjusted net income. The company's strategic acquisitions and strong balance sheet position it for continued profitable growth, with an optimistic outlook for 2026.
Palomar Holdings (NASDAQ:PLMR) Beats Expectations in Strong Q4 CY2025
Palomar Holdings (NASDAQ:PLMR) exceeded Wall Street's revenue and profit expectations in Q4 CY2025, with sales up 62.7% year-on-year to $253.4 million and non-GAAP EPS of $2.24. The specialty insurance provider reported net premiums earned of $233.5 million, significantly beating analyst estimates. The strong performance, particularly in underwriting activities, suggests robust demand and accelerated growth for the company's offerings.
Palomar Holdings Q4 2025 Financial Report: Revenue & Earnings Beat - News and Statistics
Palomar Holdings announced strong financial results for Q4 2025, with revenue jumping 62.7% to $253.4 million, beating analyst estimates by 13.2%. The specialty insurance provider also exceeded earnings per share expectations by 7.1% and reported significant growth in net premiums earned. Despite missing combined ratio estimates, the company has demonstrated robust growth over the past five years, specializing in catastrophe insurance markets.
Palomar Holdings (NASDAQ:PLMR) Surpasses Projections with Robust Fourth Quarter Results for Fiscal Year 2025
Palomar Holdings (NASDAQ:PLMR) announced strong fourth-quarter 2025 results, surpassing analyst expectations with a 62.7% year-over-year revenue increase to $253.4 million and adjusted earnings per share of $2.24. The company, which specializes in niche catastrophe insurance, showed significant growth in net premiums earned and overall revenue, indicating strong market demand and accelerating growth beyond its five-year average. Post-earnings, Palomar Holdings' shares rose, reflecting investor optimism in its performance.
Palomar: Q4 Earnings Snapshot
Palomar Holdings Inc. reported strong fourth-quarter results, with net income of $56.2 million and adjusted earnings of $2.24 per share, significantly exceeding Wall Street's expectations. The insurance company also surpassed revenue forecasts, posting $253.4 million in the period, and reported full-year profits of $197.1 million.
Palomar Holdings Inc. (NASDAQ:PLMR) Passes Key Growth Investing Rules with Strong Momentum
Palomar Holdings Inc. (NASDAQ:PLMR) has been identified as a strong growth investing candidate, meeting several criteria popularized by Louis Navellier. The specialty insurer demonstrates positive earnings revisions and surprises, robust sales and earnings growth, widening profitability, and solid cash flow. While its financial condition receives a mixed review, its strong profitability and growth outlook make it an attractive prospect for growth-focused investors.
What Should You Anticipate From Palomar Holdings’s (PLMR) Fourth Quarter Earnings
Palomar Holdings (PLMR) is expected to release its fourth-quarter earnings report soon, with analysts projecting $223.7 million in revenue and $2.09 in adjusted EPS. The company has a history of outperforming revenue estimates and maintains positive analyst sentiment, despite a recent slight dip in stock price. Investors are also noting a special opportunity in a high free cash flow stock, which is actively buying back shares.
What To Expect From Palomar Holdings's (PLMR) Q4 Earnings
Palomar Holdings (PLMR) is set to report its Q4 earnings on Wednesday. Analysts anticipate revenue growth of 43.6% year-on-year to $223.7 million and adjusted earnings of $2.09 per share. The company has a history of exceeding revenue estimates, and recent performances from peers like Stewart Information Services and Allstate suggest a mixed but generally positive outlook for the property & casualty insurance segment.
Evercore ISI resumes Palomar stock coverage with Outperform rating
Evercore ISI has initiated coverage on Palomar Holdings (NASDAQ:PLMR) with an Outperform rating and a $150 price target, citing a favorable risk-reward profile and potential for earnings growth beyond consensus. The firm highlights Palomar's reinsurance arbitrage strategy and projects 24% growth in gross premiums written for 2026, surpassing analyst estimates. This news follows Palomar's recent acquisition of The Gray Casualty & Surety Company and an updated price target from Keefe, Bruyette & Woods to $170.
Should Palomar’s Expanded Unsecured Credit Capacity Shape a New Capital Strategy for (PLMR) Investors?
Palomar Holdings, Inc. recently secured a new unsecured credit agreement, providing US$150 million in revolving capacity and a US$300 million term loan, with potential for an additional US$100 million. This financing enhances the specialty insurer's flexibility for acquisitions and refinancing, but introduces higher potential balance sheet leverage and execution risks. While the facility itself isn't a direct share price catalyst, it shifts the investment narrative towards financial flexibility alongside increased scrutiny on debt management for investors.
Palomar Expands Surety Footprint And Flexibility With Acquisition And US$450m Facility
Palomar Holdings (NasdaqGS:PLMR) has completed the acquisition of The Gray Casualty & Surety Company and secured $450 million in new unsecured financing. This move expands Palomar's surety franchise and geographic footprint, while the new financing aims to support operational scale and financial flexibility. The article suggests investors monitor the integration of the acquisition and the deployment of the new funding, noting the stock is undervalued according to Simply Wall St's analysis despite recent insider selling.
Bessemer Group Inc. Has $17.94 Million Position in Palomar Holdings, Inc. $PLMR
Bessemer Group Inc. increased its stake in Palomar Holdings, Inc. by 41.1% in the third quarter, bringing their total to 153,683 shares valued at $17.94 million. Despite this, company insiders, including the CFO and CEO, sold a significant number of shares totaling $7.26 million. Palomar currently holds a "Moderate Buy" consensus rating from analysts, with an average price target of $159.50, and recently surpassed its quarterly EPS expectations.
Palomar Holdings, Inc. Completes Acquisition of The Gray Casualty & Surety Company and Closes $450 Million Credit Facility
Palomar Holdings, Inc. (NASDAQ: PLMR) has completed its acquisition of The Gray Casualty & Surety Company, effective January 31, 2026. Concurrently, Palomar finalized a new $450 million unsecured credit facility, comprising a $150 million revolving facility and a $300 million term loan. This strategic move aims to strengthen Palomar's surety franchise, expand its geographic reach, and establish it as a market leader in the surety sector.
Palomar Holdings completes Gray Surety acquisition and financing
Palomar Holdings (PLMR) has finalized its acquisition of The Gray Casualty & Surety Company, effective January 31, 2026, significantly expanding its national surety platform. The company also closed a new $450 million unsecured credit facility to fund the acquisition and support its "Palomar 2x" growth strategy. Analysts maintain a "Buy" rating on PLMR stock with a $139.00 price target, and TipRanks’ AI Analyst, Spark, rates it as "Outperform" due to strong financials and positive guidance.
Palomar completes acquisition of Gray Surety
Specialty property insurer Palomar Holdings, Inc. has finalized its acquisition of The Gray Casualty & Surety Company (Gray Surety). The deal, initially announced in October 2025 for $300 million in cash, significantly expands Palomar’s surety franchise by adding scale and geographic reach. Palomar also secured new unsecured financing, including a $150 million revolving credit facility and a $300 million term loan, to support the acquisition and future growth.
Palomar closes acquisition of Gray Casualty, secures $450 million financing
Palomar Holdings has announced the completion of its acquisition of The Gray Casualty & Surety Company. Concurrently, the specialty insurer also closed $450 million in new unsecured financing to support its operations and growth.
Insurer Palomar buys Gray Surety and lines up $450M in new credit
Palomar Holdings (NASDAQ: PLMR) has completed its acquisition of The Gray Casualty & Surety Company, effective January 31, 2026. Concurrently, the company secured a new unsecured credit facility totaling $450 million, consisting of a $150 million revolver and a $300 million term loan. This acquisition expands Palomar's surety presence and geographic reach, integrating Gray Surety into its portfolio of insurance subsidiaries, all maintaining an "A" (Excellent) A.M. Best financial strength rating.
Palomar Holdings completes Gray Surety acquisition and financing
Palomar Holdings (PLMR) has finalized its acquisition of The Gray Casualty & Surety Company for approximately $311 million, expanding its national surety platform and supporting its "Palomar 2x" growth strategy. The acquisition was funded through a new $450 million unsecured credit facility, affirming Palomar's ability to secure significant financing for strategic expansion and corporate objectives. Spark, TipRanks' AI Analyst, rates PLMR as Outperform, citing strong financial quality and positive earnings updates.
Palomar Holdings CFO sells $228k in shares
Palomar Holdings CFO T Christopher Uchida sold 1,871 shares worth $228,179 in late January 2026, while also acquiring 4,403 shares through option exercises. Following these transactions, Uchida directly owns 14,005 shares. The company recently reported strong Q3 2025 financial results, surpassing earnings and revenue expectations, and completed the acquisition of The Gray Casualty & Surety Company.
Palomar Holdings COO Herve sells $51,868 in stock
Palomar Holdings COO Herve Rodolphe sold 425 shares of Restricted Stock Units for $51,868, primarily to cover tax obligations. He also acquired 1,020 RSUs at $0.00, now owning 2,758 shares. The company is considered undervalued with a market cap of $3.29 billion and a P/E of 19.36, and recently reported strong Q3 2025 earnings and completed a strategic acquisition.
Palomar Holdings’ chief legal officer sells $124,650 in stock
Palomar Holdings' Chief Legal Officer, Angela L. Grant, sold 1022 shares of common stock for a total of $124,650 between January 29-31, 2026, while also acquiring 2813 shares through restricted stock unit exercises. This news follows a period of strong financial performance for Palomar Holdings, which reported impressive Q3 2025 earnings, completed the acquisition of The Gray Casualty & Surety Company, and secured new unsecured financing. Keefe, Bruyette & Woods subsequently raised its price target for the company to $170 with an Outperform rating.
Palomar Holdings, Inc. (PLMR): A Bull Case Theory
This article summarizes a bullish thesis on Palomar Holdings, Inc. (PLMR), highlighting its emergence as a growth-oriented insurer with significant expansion into various insurance lines beyond its initial focus on earthquake insurance. The company demonstrates robust risk management, consistent high returns on equity, and strong earnings growth, yet trades at a modest forward P/E, suggesting undervaluation. The thesis projects substantial upside potential due to its disciplined strategy, strategic acquisitions, and shareholder-friendly capital allocation.
Palomar to detail 2025 results in Feb. 12 earnings call
Palomar Holdings, Inc. (NASDAQ: PLMR) announced it will release its fourth quarter and full-year 2025 financial results after market close on February 11, 2026. The company will host a conference call on February 12, 2026, at 12:00 p.m. ET to discuss these results. A webcast and replay will be available for interested investors.
Palomar Holdings, Inc. Announces Fourth Quarter and Full
Palomar Holdings, Inc. announced it will release its fourth quarter and full year 2025 financial results after market close on Wednesday, February 11, 2026. The company will host a conference call on Thursday, February 12, 2026, at 12:00 p.m. ET to discuss the results, with replay and webcast options available. Palomar Holdings is a specialty insurer providing services across various product categories including Earthquake and Casualty insurance.
Palomar Holdings, Inc. Schedules Release of Fourth Quarter and Full Year 2025 Results and Conference Call
Palomar Holdings, Inc. announced it will release its fourth quarter and full year 2025 financial results on February 11, 2026, after market close. A conference call will follow on February 12, 2026, at 12:00 p.m. ET, accessible by phone or webcast. The company, which specializes in earthquake and crop insurance among other services, holds an "A" financial strength rating from A.M. Best for its insurance subsidiaries.
Palomar Holdings Signs Multiple Material Agreements
Palomar Holdings (PLMR) has entered into several significant agreements to support its financing and M&A activities, including a new $450 million unsecured Credit Agreement with U.S. Bank and an amendment to an equity purchase agreement with BCP Surety Group. The Credit Agreement, featuring a $150 million revolver and a $300 million term loan, matures in January 2031 and is backed by a guaranty from certain subsidiaries. The amendment streamlines the closing process for its equity purchase, aligning it with month-end for efficiency.
Palomar Holdings, Inc. Completes Acquisition of The Gray Casualty & Surety Company and Closes $450 Million Credit Facility
Palomar Holdings, Inc. (NASDAQ: PLMR) announced the completion of its acquisition of The Gray Casualty & Surety Company, effective January 31, 2026. Concurrently, Palomar Holdings closed a new $450 million credit facility, consisting of a $150 million revolving facility and a $300 million term loan. This acquisition aims to strengthen Palomar's surety franchise, adding scale and geographic reach in the attractive surety sector.
Palomar Holdings (PLMR) buys Gray Casualty for $311M, adds $450M credit facility
Palomar Holdings, Inc. (PLMR) has completed its acquisition of The Gray Casualty & Surety Company for approximately $311 million in cash. The purchase was financed using a new $300 million term loan, part of a broader $450 million unsecured credit facility, along with cash on hand. This strategic expansion in surety lines includes a $150 million revolving facility and a $300 million term loan maturing on January 27, 2031, with interest rates tied to Term SOFR or an alternate base rate.
Palomar Holdings, Inc. Completes Acquisition of The Gray Casualty & Surety Company and Closes $450 Million Credit Facility
Palomar Holdings, Inc. has announced the successful completion of its acquisition of The Gray Casualty & Surety Company, effective January 31, 2026. This acquisition, which includes a $450 million credit facility (a $150 million revolving facility and a $300 million term loan), is expected to significantly enhance Palomar's surety franchise by adding scale and geographic reach. Palomar's Chairman and CEO, Mac Armstrong, expressed enthusiasm for Gray Surety's proven management team and their contribution to Palomar's strategic framework.
Palomar CEO Sells 5,000 Shares as the Company Comes Off A Strong 2025
Palomar Holdings CEO Mac Armstrong indirectly sold 5,000 shares worth approximately $645,000 on January 21, 2026, representing 1.15% of his total ownership. This sale was part of a periodic selling cadence. Later the same month, Armstrong gained 22,907 shares directly through a performance stock unit award, though 11,484 shares were automatically sold to cover taxes. Despite an 8% drop in January, Wall Street remains bullish on Palomar, citing the growing specialty insurance market and increased natural disaster frequency.
Armstrong, Palomar Holdings CEO, sells $1.37 million in stock
Mac Armstrong, CEO of Palomar Holdings, sold 11,484 shares of common stock for $1.37 million and acquired additional shares through PSUs and RSUs. The company is trading at $123.59, appears undervalued, and recently reported strong Q3 2025 earnings, leading to an increased price target from Keefe, Bruyette & Woods.
Palomar Holdings CRO, Jonathan Knutzen, sells $184,015 in stock By Investing.com
Jonathan Knutzen, Chief Risk Officer of Palomar Holdings (NASDAQ:PLMR), sold 1,535 shares of the company's common stock for $184,015. On the same day, Knutzen also acquired 4,779 shares of PSUs and 5,897 Restricted Stock Units. This transaction follows a strong third-quarter 2025 performance for Palomar Holdings, which surpassed earnings expectations and led to an increased price target from Keefe, Bruyette & Woods.
