FY2026 EPS Estimates for Palomar Lifted by DOWLING & PARTN
DOWLING & PARTN has increased its FY2026 EPS estimate for Palomar Holdings, Inc. (NASDAQ:PLMR) to $8.99, up from $8.53, though this is slightly below the broader consensus of $9.06. Palomar recently surpassed quarterly EPS expectations and announced a quarterly dividend of $0.45 per share, resulting in an annual yield of 1.4%. Despite some recent insider selling, analysts maintain a "Moderate Buy" rating with a consensus price target of $162.75.
Palomar Holdings Jumps 5.0% Amid Sector-Wide Rally
Palomar Holdings, Inc. saw a 5.0% surge on Tuesday, closing at $130.15, driven by a broad rally in the property and casualty insurance sector. The rally lacked a company-specific catalyst, suggesting a sector-wide bullish sentiment and investor repositioning into property and casualty names. While the coordinated movement indicates potential broader tailwinds, the absence of specific news leaves the durability of this rally uncertain.
Palomar Holdings (PLMR) Starts Its First Dividend, Where Does Fair Value Sit?
Palomar Holdings (PLMR) has declared its first quarterly cash dividend of US$0.45 per share, alongside announcing second-quarter results. Despite recent short-term share price dips, the company shows strong long-term performance and is considered by analysts to be undervalued, with a fair value estimated at $161.17 per share against its current price of $123.92. This valuation is supported by improved reinsurance terms, strong capital, and a buyback program, though potential risks from catastrophe losses or increased reinsurance costs are noted.
Is Dividend Debut and Earnings Strength Altering The Investment Case For Palomar Holdings (PLMR)?
Palomar Holdings (PLMR) recently reported strong second-quarter 2026 results with increased revenue and net income, alongside declaring its first quarterly cash dividend of US$0.45 per share. This move, combined with ongoing share repurchases, signals a shift towards returning cash to shareholders and highlights the company's confidence in its financial health. While these developments strengthen the investment narrative, risks related to catastrophe exposure and reliance on reinsurance capacity remain pertinent for investors to consider.
Is Dividend Debut and Earnings Strength Altering The Investment Case For Palomar Holdings (PLMR)?
Palomar Holdings (PLMR) recently reported strong second-quarter 2026 results with increased revenue and net income, and announced its first quarterly cash dividend of US$0.45 per share. This move, combined with ongoing share repurchases, signals a shift towards returning capital to shareholders and reflects confidence in the company's cash generation, potentially influencing its investment narrative despite continued exposure to catastrophe risks. The company's future projections include significant revenue and earnings growth, leading to a fair value estimate of $161.17 per share.
Palomar (PLMR) insider Jon Christianson files Rule 144 to sell 1,020 shares
Palomar Holdings, Inc. (PLMR) insider Jon Christianson has filed a Rule 144 notice to sell 1,020 shares of restricted common stock. These shares, acquired as compensation, are intended for sale on or after August 18, 2026. The filing also details previous sales by Christianson totaling 10,385 shares over the past three months.
Palomar Holdings (PLMR) insider schedules 918-share stock sale under Form 144
An insider at Palomar Holdings, Chris Uchida, has scheduled the sale of 918 shares of common stock through Morgan Stanley Smith Barney LLC’s Executive Financial Services, as indicated by a recent Form 144 filing. This planned transaction follows previous restricted stock compensation and a sale of 783 shares within the past three months. The filing provides transparency regarding insider trading activities and details of the securities involved.
Analysts Are Bullish on Top Financial Stocks: Palomar Holdings (PLMR), Pennantpark (PFLT)
Analysts are showing bullish sentiment towards Palomar Holdings (PLMR) and Pennantpark (PFLT) in the financial sector. Truist Financial maintained a Buy rating for Palomar Holdings with a 25.2% upside, while Maxim Group reiterated a Buy rating for Pennantpark with a 38.9% upside. Both companies have received positive analyst consensus ratings and price targets.
Handelsbanken Fonder AB Has $18.78 Million Holdings in Palomar Holdings, Inc. $PLMR
Handelsbanken Fonder AB reduced its stake in Palomar Holdings (NASDAQ:PLMR) by 12.1% in the second quarter, now holding 148,559 shares valued at $18.78 million. Palomar reported strong quarterly earnings of $2.36 per share, surpassing estimates, and declared a quarterly dividend of $0.45. Analysts maintain a "Moderate Buy" rating for the specialty insurance company.
The 5 Most Interesting Analyst Questions From Palomar Holdings’s Q2 Earnings Call
Palomar Holdings (PLMR) reported Q2 results that surpassed analyst expectations for revenue and EPS, but its operating margin declined year-over-year. The company's management attributed the performance to rapid expansion in crop insurance and specialty casualty lines, which also led to a higher loss ratio. Key analyst questions focused on casualty reserve development, the impact of crop business growth on loss ratios, competition in surety, and the regularity of reserve releases.
Technical Reactions to PLMR Trends in Macro Strategies
This article provides a technical analysis of Palomar Holdings Inc. (NASDAQ: PLMR), identifying a weak near-term sentiment and a mid-channel oscillation pattern. It presents three distinct AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal insights and highlights an exceptional 37.6:1 risk-reward setup.
Form 8K Palomar Holdings Inc For: 11 August By Investing.com
This article reports that Palomar Holdings Inc. filed a Form 8K on August 11. It's a brief announcement from Investing.com, a financial markets news source, providing no further details about the content of the filing. The article also includes various market data and other news headlines from Investing.com.
Form 8K Palomar Holdings Inc For: 11 August By Investing.com
This article reports on the filing of a Form 8K by Palomar Holdings Inc. on August 11. The brief news item also mentions the company's stock symbol, PLMR, and its daily performance. It is a concise update about a regulatory filing.
Form 8K Palomar Holdings Inc For: 11 August By Investing.com
This article reports that Palomar Holdings Inc. has filed a Form 8K on August 11. The brief piece includes the company's stock symbol (PLMR) and its current performance of +0.38%.
Palomar Holdings (PLMR) lifts 2026 earnings guidance after 31% adjusted income jump
Palomar Holdings (PLMR) has raised its full-year 2026 adjusted net income guidance to $270-$280 million, following a strong second quarter where adjusted net income surged 31.4% year-over-year to $63.8 million. The company also reported a 27% increase in gross written premiums to $630.5 million and announced its first quarterly dividend of $0.45 per share. These results demonstrate consistent profitability and growth, supported by a comprehensive reinsurance program and strategic capital management.
Palomar Holdings updates investor presentation, raises 2026 adjusted net income guidance to $270–$280M
Palomar Holdings has updated its investor presentation and increased its full-year 2026 adjusted net income guidance to $270 million–$280 million. This implies a significant ~27% adjusted net income growth at the midpoint and an adjusted ROE above 20%. The company also reported strong Q2 results, including 27% year-over-year gross written premium growth, a new quarterly dividend, and successful reinsurance renewals.
The 5 Most Interesting Analyst Questions From Palomar Holdings’s Q2 Earnings Call
Palomar Holdings (PLMR) exceeded Q2 revenue and EPS expectations, driven by growth in crop insurance and specialty casualty, despite a decline in operating margins due to higher loss ratios. The article highlights key analyst questions from the earnings call, focusing on casualty reserve development, the impact of crop business growth on loss ratios, the future of casualty book rollovers, competition in surety, and the recurrence of reserve releases. Upcoming quarters will focus on crop premium growth, new AI underwriting platforms, and maintaining underwriting discipline.
Keefe Bruyette raises Palomar Holdings stock price target to $167 By Investing.com
Keefe, Bruyette & Woods has increased its price target for Palomar Holdings (NASDAQ:PLMR) to $167 from $166, reiterating an Outperform rating. This adjustment follows Palomar's strong Q2 2026 earnings report, with the firm raising its 2026 operating earnings per share estimates to $9.95 and initiating a 2028 estimate of $12.45. The positive outlook is driven by anticipated sustained growth in written and earned premiums and solid underwriting results.
Quantinno Capital Management LP Increases Stake in Palomar Holdings, Inc. $PLMR
Quantinno Capital Management LP significantly increased its stake in Palomar Holdings, Inc. (NASDAQ:PLMR) by 163% in the first quarter, now holding 23,327 shares valued at $2.8 million. This comes as institutional investors collectively own 90.25% of the company. Palomar reported strong quarterly earnings, exceeding analyst expectations, and maintains a "Moderate Buy" consensus rating from Wall Street with an average target price of $162.50.
Palomar Holdings (PLMR) Stock Slips Despite Rising Profit And Higher Guidance
Palomar Holdings' stock (PLMR) saw a slight dip despite reporting strong Q2 2026 earnings, including higher adjusted net income and EPS, and increased full-year guidance. The company demonstrated robust performance with growing premiums, a low adjusted combined ratio, and high returns on equity. While "bear worries" about catastrophe exposure and execution risks persist, Palomar is actively managing its portfolio by reducing exposure in less profitable areas and expanding reinsurance capacity.
Palomar Holdings, Inc. announces Quarterly dividend, payable on September 02, 2026
Palomar Holdings, Inc. (PLMR) has declared a quarterly dividend of $0.4500 per share, payable on September 2, 2026. The ex-date and record date for this dividend are both set for August 19, 2026. This announcement follows recent financial updates from the company, including Q2 2026 earnings results and an adjusted EPS of $2.36 per share.
Palomar Holdings, Inc. Q2 2026: Revenue $314.4M, EPS $1.94— 10-Q Summary
Palomar Holdings, Inc. (PLMR) reported strong financial results for Q2 2026, with revenue increasing by 54.6% year-over-year to $314.4 million and diluted EPS rising to $1.94. Net income also grew by 13.0% to $52.6 million. The company's growth was attributed to expansion in Casualty and Crop lines, distribution enhancements, and an improved underwriting performance.
Palomar Holdings Announces Strong Q2 Results, Initiates Dividend
Palomar Holdings reported strong Q2 2026 results with significant increases in net income, adjusted net income, and gross written premiums. The company's board initiated a quarterly dividend of $0.45 per share and repurchased $41 million in stock, demonstrating confidence in its financial strength and growth strategy. An AI analyst rates PLMR as "Outperform" due to strong financial performance and a positive earnings outlook.
Palomar Holdings (PLMR) Earnings Beat And First Dividend Put Valuation Back In Focus
Palomar Holdings (PLMR) recently reported Q2 2026 revenues and earnings that surpassed Wall Street expectations and announced its first quarterly cash dividend. Despite a recent short-term dip in share price, the company has shown strong long-term growth. Analysts suggest PLMR is undervalued based on narrative fair value, but market ratios indicate it trades at a higher P/E than industry averages, presenting a mixed valuation picture for investors.
Palomar Holdings Announces Strong Q2 Results, Initiates Dividend
Palomar Holdings reported strong second-quarter 2026 results, with net income rising 13% to $52.6 million and gross written premiums growing 27% to $630.5 million. The company also announced an initial quarterly dividend of $0.45 per share, signaling confidence in its earnings power and growth strategy. An analyst rated PLMR stock as a Buy with a $167.00 price target, while TipRanks' AI Analyst rated it as Outperform due to strong financial performance and a constructive earnings outlook.
Earnings Flash (PLMR) Palomar Holdings, Inc. Posts Q2 Adjusted EPS $2.36 per Share, Vs. FactSet Est of $2.19
Palomar Holdings, Inc. (PLMR) announced its Q2 adjusted EPS of $2.36 per share, surpassing the FactSet estimate of $2.19. This indicates a stronger-than-expected financial performance for the quarter.
Palomar Holdings, Inc. Q2 2026 Earnings Call Summary
Palomar Holdings, Inc. reported record adjusted net income in Q2 2026, driven by a diversified portfolio, strong residential earthquake retention, and significant casualty growth. The company raised its full-year adjusted net income guidance to $270 million–$280 million and initiated a regular quarterly dividend of $0.45 per share. Strategic initiatives include expanding crop insurance with an AI platform, integrating Gray Surety, and focusing on profitable growth while maintaining conservative reserving practices.
The Manufacturers Life Insurance Company Decreases Stock Holdings in Palomar Holdings, Inc. $PLMR
The Manufacturers Life Insurance Company reduced its stake in Palomar Holdings (NASDAQ:PLMR) by 12.8% in Q1 2026, selling 9,431 shares and retaining 64,132 shares valued at approximately $7.7 million. Institutional investors collectively own 90.25% of the company. Palomar reported Q2 EPS of $2.36, beating consensus estimates, but revenue of $314.42 million fell significantly short of forecasts.
Palomar’s net income rises 13% to $52.6m in Q2’26
Palomar Holdings, Inc. reported a 13% increase in net income to $52.6 million for Q2 2026, alongside a 31.4% rise in adjusted net income and a 27% increase in gross written premiums. The company also announced its 15th consecutive earnings beat and a new quarterly dividend of $0.45 per share, projecting full-year adjusted net income between $270 million and $280 million. These results reflect strong operational achievements, including the launch of PLMR.Farm and a commitment to its Palomar 2X strategy.
Palomar Holdings, Inc. Declares Initial Quarterly Cash Dividend, Payable on September 2, 2026
Palomar Holdings, Inc. announced that its Board of Directors declared an initial quarterly cash dividend of $0.45 per share of common stock. The dividend is payable on September 2, 2026, to shareholders of record as of August 19, 2026. This announcement was made on July 30, 2026.
Palomar Holdings (NASDAQ:PLMR) Delivers Strong Q2 CY2026 Numbers
Palomar Holdings (PLMR) reported strong Q2 CY2026 results, surpassing revenue and non-GAAP profit expectations with sales up 54.7% year-on-year to $314.4 million and adjusted EPS of $2.36. The specialty insurer highlighted its 15th consecutive earnings beat, significant growth in gross written premium and adjusted net income, and strategic operational achievements like the launch of PLMR.Farm. Despite beating estimates, the stock traded down slightly immediately after reporting, prompting a deeper look into its long-term business quality and valuation.
Earnings Flash (PLMR) Palomar Holdings, Inc. Reports Q2 Revenue $314.4M
Palomar Holdings, Inc. (PLMR) announced its Q2 revenue reached $314.4 million. The company's adjusted earnings and revenue for the second quarter both rose. Palomar Holdings specializes in property and casualty insurance products across various categories like Earthquake, Inland Marine, and Casualty.
What to watch in Palomar earnings: Casualty growth takes center stage
Palomar Holdings Inc. is expected to report its second-quarter earnings, with analysts anticipating increased earnings per share and revenue year-over-year, despite a sequential decline from the first quarter. Investors will focus on the company's casualty growth, loss ratios, reinsurance program, and integration of Gray Casualty & Surety Company, as the specialty insurer navigates a softening market. The company's ability to maintain underwriting discipline and sustain its diversification strategy will be key to its continued success.
Is Palomar’s Q2 2026 After‑Hours Earnings Release Shaping a New Investment Lens for PLMR?
Palomar Holdings, Inc. is set to release its Q2 2026 earnings after market close on August 4, 2026, with investors keenly watching its performance, especially given its history of exceeding revenue expectations. The article discusses how these upcoming earnings could influence Palomar's investment narrative, focusing on its ability to grow profitably in catastrophe-exposed lines while managing reinsurance costs. Fair value estimates from the Simply Wall St Community vary widely, highlighting the differing perspectives on the sustainability of the company's performance.
PVG Asset Management Corp Increases Stock Holdings in Palomar Holdings, Inc. $PLMR
PVG Asset Management Corp significantly increased its stake in Palomar Holdings, Inc. (NASDAQ:PLMR) by 526.4% in the first quarter, now owning 10,147 shares valued at $1.15 million. This move aligns with a generally favorable analyst sentiment, with a consensus "Moderate Buy" rating and a target price of $162.50. Palomar recently reported strong quarterly earnings, beating EPS estimates and showing a 59.7% year-over-year revenue increase.
First Trust Advisors LP Acquires 37,813 Shares of Palomar Holdings, Inc. $PLMR
First Trust Advisors LP significantly increased its stake in Palomar Holdings, Inc. (NASDAQ:PLMR) by 232.3% in the first quarter, now owning 54,088 shares valued at $6.46 million. This comes amidst recent insider stock sales by the company's president and CEO, totaling over $898,000. Despite these sales, analysts maintain a "Moderate Buy" rating for Palomar with an average price target of $162.50, following the company exceeding its quarterly EPS estimates.
Sei Investments Co. Buys 38,917 Shares of Palomar Holdings, Inc. $PLMR
Sei Investments Co. increased its stake in Palomar Holdings, Inc. by 71.7% in the first quarter, acquiring an additional 38,917 shares to own a total of 93,157 shares valued at $11.1 million. Institutional investors now hold 90.25% of the company. Palomar reported strong Q1 earnings, beating analyst estimates with an EPS of $2.31 and a 59.7% year-over-year revenue increase, while analysts maintain a "Moderate Buy" rating with a target price of $162.50.
Janus Henderson Group PLC Increases Holdings in Palomar Holdings, Inc. $PLMR
Janus Henderson Group PLC increased its stake in Palomar Holdings, Inc. (NASDAQ:PLMR) by 17.4% in the first quarter, now owning 933,993 shares valued at approximately $111.7 million. Despite institutional buying, Palomar's insiders have sold shares, and the company recently beat quarterly EPS expectations with revenue up 59.7% year over year. Analysts maintain a "Moderate Buy" rating with an average price target of $162.50.
Trading the Move, Not the Narrative: (PLMR) Edition
This article provides an AI-generated analysis for Palomar Holdings Inc. (PLMR), highlighting a strong near-term sentiment but neutral mid and long-term outlook. It details three institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis and support/resistance levels. The report emphasizes trading based on moves rather than narratives, leveraging predictive AI for optimized risk management.
Arrowstreet Capital Limited Partnership Grows Stock Position in Palomar Holdings, Inc. $PLMR
Arrowstreet Capital Limited Partnership significantly increased its holdings in Palomar Holdings, Inc. by 19.2% in the first quarter, bringing its total stake to approximately $12.3 million. Palomar has seen strong institutional interest, with institutional investors owning 90.25% of the company, and reported positive Q1 earnings and revenue growth. Despite some insider selling, analysts maintain a "Moderate Buy" rating with an average price target of $162.50.
Palomar Holdings Inc (PLMR) Financial Health: Profitability & Balance Sheet Analysis
Palomar Holdings Inc (PLMR) has a current financial score of 5.62, placing it 76th out of 114 in the Insurance industry, indicating a weak financial status and average operating efficiency. The company's latest quarterly revenue saw a significant year-over-year increase of 59.08% to $280.84M, while its net profit experienced a modest 0.06% increase. Despite these revenue gains, several key financial data points related to cash, assets, liabilities, and free cash flow have not yet been disclosed by the company.
Palomar Holdings Inc (PLMR) Institutional Confidence
This article analyzes Palomar Holdings Inc.'s institutional confidence, showing its score of 10.00 ranks it first in the Insurance industry. Institutional shareholding increased by 8.29% quarter-over-quarter, with Steven Cohen being the largest individual institutional shareholder. The article also lists major institutional shareholders and their recent activity.
Palomar Holdings Inc expected to post earnings of $2.18 a share - Earnings Preview
Palomar Holdings Inc (PLMR) is projected to report earnings of $2.18 per share. This information is provided as an earnings preview by Refinitiv. The full article is available through TradingView, offering unlimited access to news sources.
Empowered Funds LLC Buys New Holdings in Palomar Holdings, Inc. $PLMR
Empowered Funds LLC has acquired a new position in Palomar Holdings, Inc. (NASDAQ:PLMR) during the first quarter, purchasing 195,118 shares valued at approximately $23.32 million. This acquisition makes Empowered Funds LLC a 0.74% owner of Palomar. Other institutional investors have also adjusted their holdings in Palomar, while company insiders, including CEO Mac Armstrong and President Jon Christianson, have sold shares.
Palomar Holdings, Inc. Announces Second Quarter 2026 Financial Results Release Date and Conference Call
Palomar Holdings, Inc. (NASDAQ: PLMR) is scheduled to release its second-quarter 2026 financial results on Tuesday, August 6, 2026. The company will also host a conference call and webcast to discuss these results, providing investors and analysts an opportunity to review their performance and future outlook.
Palomar Holdings Q2 Results: Earnings Release Date Set for August 4
Palomar Holdings, Inc. announced that it will release its second quarter 2026 financial results on Tuesday, August 4, 2026, after market close. A conference call for investors and analysts is scheduled for Wednesday, August 5, 2026, at 12:00 p.m. Eastern Time to discuss the results. The company, known for its "A" rated subsidiaries, provides specialty insurance in various categories including Earthquake and Property.
Form 144 Palomar Holdings For: 28 July By Investing.com
This article briefly reports on a Form 144 filing for Palomar Holdings (PLMR) on July 28. It is a very short news piece, providing only the title and the company ticker with a slight positive movement, indicating a routine disclosure of intent to sell restricted securities.
Planned PLMR (NASDAQ: PLMR) insider stock sale disclosed in Form 144
A Form 144 filing indicates a planned sale of Palomar Holdings, Inc. (PLMR) common stock by an insider through Morgan Stanley Smith Barney LLC Executive Financial Services. The filing details proposed sales of 1,077 and 1,991 restricted common shares, originally received as compensation, with an intended sale date of July 31, 2026, on NASDAQ. No prior sales were reported in the last three months, and the filing was accepted by the SEC on July 28, 2026.
Palomar schedules Q2 results Aug. 4, call follows Aug. 5
Palomar Holdings, Inc. (NASDAQ: PLMR) announced it will release its second quarter 2026 financial results after market close on Tuesday, August 4, 2026. The company will then host an earnings conference call on Wednesday, August 5, 2026, at 12:00 p.m. Eastern Time. Investors can access the call via dial-in numbers or a webcast, with replay options available until August 19, 2026.
Palomar (NASDAQ:PLMR) President Jon Christianson Sells 3,000 Shares of Stock
Palomar's President, Jon Christianson, recently sold 3,000 shares of the company's stock for a total of $418,500, reducing his overall holdings by 4.32%. This transaction was conducted under a pre-arranged Rule 10b5-1 trading plan. The company's stock has been performing well, trading near its 52-week high, and recently exceeded earnings estimates with significant revenue growth.
