AMERISAFE Management
Management Kriterienprüfungen 4/4
AMERISAFE CEO ist Gerry Frost , ernannt in Sep 2013, hat eine Amtszeit von 12.67 Jahren. Die jährliche Gesamtvergütung beträgt $2.37M , bestehend aus 33.9% Gehalt und 66.1% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.69% der Aktien des Unternehmens, im Wert von $3.96M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 8.3 Jahre bzw. 10.9 Jahre.
Wichtige Informationen
Gerry Frost
Geschäftsführender
US$2.4m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 33.89% |
| Amtszeit als Geschäftsführer | 12.7yrs |
| Eigentum des Geschäftsführers | 0.7% |
| Durchschnittliche Amtszeit des Managements | 8.3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 10.9yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • May 13
AMSF: Premium Growth And Dividend Increases Will Support Future Share Returns
Analysts have trimmed their price target on AMERISAFE by $5 to $45, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. This follows recent research that highlighted higher accident year losses, partially offset by stronger premium growth, and a view that the stock is fairly valued.
Narrativ-Update • Apr 28
AMSF: Higher Accident Year Losses And Margin Pressure Will Constrain Future Upside Potential
Analysts have trimmed AMERISAFE's price target to $31 from $36, citing updated assumptions for slower revenue growth, slightly lower profit margins, and a modestly reduced future P/E outlook after recent research following its Q4 earnings miss and higher accident year losses. Analyst Commentary Recent research updates highlight a more cautious tone around AMERISAFE, with several bearish analysts trimming price targets after the Q4 earnings miss and higher accident year losses.
Narrativ-Update • Apr 14
AMSF: Premium Trends And Rebased P/E Are Expected To Drive Future Repricing
Analysts have reduced their price targets on AMERISAFE by about $11 to around $39. They cite recent earnings results in which higher accident year losses and revised growth and profitability assumptions are partially offset by higher premium growth and a recalibrated future P/E outlook.Narrativ-Update • Mar 31
AMSF: Higher Accident Year Losses Will Limit Upside As Shares Appear Fairly Valued
Analysts have reset their price target on AMERISAFE to $36, a reduction of $9 from the prior $45 level, citing higher accident year losses partially offset by stronger premium growth and a view that the shares are now fairly valued. Analyst Commentary Bearish analysts are recalibrating expectations on AMERISAFE after the recent Q4 earnings miss, with a reset price target of $36 indicating a more cautious stance on the risk and reward tradeoff at current levels.Narrativ-Update • Mar 16
AMSF: Higher Accident Year Losses Will Cap Upside Despite Ongoing Capital Returns
Analysts cut their price target on AMERISAFE to $36 from $45, citing recent Q4 earnings with higher accident year losses, partly offset by stronger premium growth, and a view that the shares now look fairly valued at this level. Analyst Commentary Bearish analysts are signaling a more cautious stance on AMERISAFE after the recent Q4 earnings miss, pointing to a mix of operational and valuation concerns that they believe limit upside at current levels.Narrativ-Update • Mar 02
AMSF: Premium Stability And Dividend Increases Will Support Future Share Returns
Narrative update on AMERISAFE The analyst price target for AMERISAFE has been revised from $60 to $50, reflecting analysts' lower external targets, including recent cuts from firms citing Q4 earnings pressure and higher accident year losses, partially balanced by premium growth. Analyst Commentary Recent research commentary on AMERISAFE has centered on the Q4 earnings miss and higher accident year losses, with analysts adjusting price targets to reflect a more cautious near term view on profitability.Narrativ-Update • Feb 16
AMSF: Updated Revenue And P/E Assumptions Will Support Future Repricing Potential
Analysts have raised their fair value estimate for AMERISAFE from $47.67 to $50.00, reflecting updated assumptions on revenue growth, profit margins, the discount rate, and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts view the revised US$50.00 fair value estimate as consistent with their updated assumptions on revenue growth and profit margins, suggesting the business model still supports a premium to prior internal estimates.Narrativ-Update • Feb 02
AMSF: Higher Fair Value Will Offset Margin Concerns And Support Multiple
Analysts have raised their fair value estimate for AMERISAFE to $45.00 from $43.00, citing updated views on revenue growth, profit margins, and future P/E assumptions following recent Street research, including the latest price target revision. Analyst Commentary Bearish analysts have taken a more cautious stance on AMERISAFE, reflected in at least one price target reduction that pulled the target down by $5.00.Narrativ-Update • Jan 19
AMSF: Stable Earnings And Capital Returns Will Support Future Repricing
Analysts have trimmed their price targets on AMERISAFE by about $1.67 to reflect slightly lower fair value estimates and a modestly reduced future P/E assumption, while still expecting generally stable profitability. Analyst Commentary Recent research updates on AMERISAFE center on trimmed price targets and a valuation reset that analysts link to broader pressure across the property and casualty space, rather than to a major shift in the company’s underlying profitability outlook.Narrativ-Update • Jan 05
AMSF: Lighter Catastrophe Activity And Book Value Trends Will Support Shares
Analysts have trimmed their fair value estimate for AMERISAFE to $60 from $65, tying the lower target to higher assumed discount rates, slightly softer profit margin expectations, and updated industry views on pricing and valuations in the P&C space. Analyst Commentary Recent research on AMERISAFE points to a more cautious stance on valuation across the P&C insurance space, even as expectations for generally stable profitability remain in place.Narrativ-Update • Dec 14
AMSF: Sector Pressures Will Keep Multiple Constrained Despite Stable Profitability
Analysts have trimmed their price target on AMERISAFE to about $45 from roughly $50, reflecting pressure on broader P and C insurance valuations, even as they expect generally stable profitability and modest earnings tailwinds from a benign catastrophe loss environment. Analyst Commentary Bearish analysts see the latest price target cuts as a signal that AMERISAFE's valuation has less room for multiple expansion in the near term, even as fundamentals remain relatively stable.Analyseartikel • Dec 06
AMERISAFE, Inc.'s (NASDAQ:AMSF) Prospects Need A Boost To Lift Shares
AMERISAFE, Inc.'s ( NASDAQ:AMSF ) price-to-earnings (or "P/E") ratio of 14.1x might make it look like a buy right now...Narrativ-Update • Nov 30
AMSF: Stable Profitability Will Persist Despite Sector Headwinds And CFO Transition
Analysts have revised AMERISAFE's price target downward, with the consensus fair value decreasing by about $1 to $49.33. They cite ongoing valuation pressures and a stable but modest financial outlook for the insurance sector.Narrativ-Update • Nov 16
AMSF: Profitability Will Remain Resilient Despite Industry Valuation Headwinds
Analysts have lowered their average price target for AMERISAFE, citing industry-wide valuation pressures and expectations for stable profitability. Recent targets have been reduced by $5 to $20 compared to previous estimates.Narrativ-Update • Nov 01
AMSF: Financial Tailwinds And Reduced Catastrophe Losses Will Support Share Performance
AMERISAFE's analyst price target has been revised downward by approximately $1.67 to $50.33. Analysts cite ongoing concerns about casualty loss reserves and a cautious pricing environment, despite modest financial tailwinds.Narrativ-Update • Oct 16
Technology Investments Will Improve Underwriting Even As Pricing Pressures Mount
Analysts have lowered their price target for AMERISAFE from $54.33 to $52.00, citing a modestly improved profit margin. However, there is ongoing sector-wide caution regarding casualty loss reserves and pricing conditions.Analyseartikel • Mar 02
AMERISAFE (NASDAQ:AMSF) Is Due To Pay A Dividend Of $0.39
AMERISAFE, Inc. ( NASDAQ:AMSF ) will pay a dividend of $0.39 on the 21st of March. This makes the dividend yield 8.9...Seeking Alpha • Nov 20
Amerisafe Has A Premium Worth Paying
Summary Amerisafe's core profits have declined since 2019, but the company generates more profit per dollar invested, increasing its long-term corporate value. Specializing in workers' compensation insurance for hazardous industries, AMSF maintains high client satisfaction with a 94.1% policy renewal rate and a low expense ratio. Despite a drop in NOPAT, Amerisafe's ROIC has improved, indicating better balance sheet efficiency and potential for future profit growth. Trading at a modest premium, Amerisafe's rising ROIC justifies investment, with market expectations of NOPAT growth at no more than 17%. Read the full article on Seeking Alpha
Neues Narrativ • Sep 24
Rising Premiums And Customer Loyalty Meet Analysts' Gloomy Earnings Forecast And Shrinking Margins
Enhanced agent engagement and strategic underwriting practices are improving profitability and financial stability.Analyseartikel • Aug 30
AMERISAFE's (NASDAQ:AMSF) Dividend Will Be $0.37
The board of AMERISAFE, Inc. ( NASDAQ:AMSF ) has announced that it will pay a dividend of $0.37 per share on the 20th...Analyseartikel • Apr 28
AMERISAFE (NASDAQ:AMSF) Has Announced A Dividend Of $0.37
AMERISAFE, Inc. ( NASDAQ:AMSF ) has announced that it will pay a dividend of $0.37 per share on the 21st of June. This...Analyseartikel • Feb 28
AMERISAFE (NASDAQ:AMSF) Is Due To Pay A Dividend Of $0.37
The board of AMERISAFE, Inc. ( NASDAQ:AMSF ) has announced that it will pay a dividend on the 22nd of March, with...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$46m |
| Dec 31 2025 | US$2m | US$803k | US$47m |
| Sep 30 2025 | n/a | n/a | US$50m |
| Jun 30 2025 | n/a | n/a | US$50m |
| Mar 31 2025 | n/a | n/a | US$47m |
| Dec 31 2024 | US$2m | US$752k | US$55m |
| Sep 30 2024 | n/a | n/a | US$61m |
| Jun 30 2024 | n/a | n/a | US$57m |
| Mar 31 2024 | n/a | n/a | US$62m |
| Dec 31 2023 | US$2m | US$719k | US$62m |
| Sep 30 2023 | n/a | n/a | US$64m |
| Jun 30 2023 | n/a | n/a | US$65m |
| Mar 31 2023 | n/a | n/a | US$56m |
| Dec 31 2022 | US$2m | US$698k | US$56m |
| Sep 30 2022 | n/a | n/a | US$38m |
| Jun 30 2022 | n/a | n/a | US$46m |
| Mar 31 2022 | n/a | n/a | US$64m |
| Dec 31 2021 | US$2m | US$681k | US$66m |
| Sep 30 2021 | n/a | n/a | US$91m |
| Jun 30 2021 | n/a | n/a | US$95m |
| Mar 31 2021 | n/a | n/a | US$95m |
| Dec 31 2020 | US$2m | US$678k | US$87m |
| Sep 30 2020 | n/a | n/a | US$92m |
| Jun 30 2020 | n/a | n/a | US$90m |
| Mar 31 2020 | n/a | n/a | US$84m |
| Dec 31 2019 | US$2m | US$630k | US$93m |
Vergütung im Vergleich zum Markt: GerryDie Gesamtvergütung ($USD2.37M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD2.65M).
Entschädigung vs. Einkommen: GerryDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Gerry Frost (54 yo)
12.7yrs
Amtszeit
US$2,369,553
Vergütung
Ms. Gerry Janelle Frost is Director at Federal Reserve Bank of Atlanta from 2025. She has been Chief Executive Officer since April 1, 2015 and President since September 03, 2013 of AMERISAFE Inc and Americ...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 12.7yrs | US$2.37m | 0.69% $ 4.0m | |
| Executive VP | 14yrs | US$795.65k | 0.13% $ 757.6k | |
| Executive VP & Chief Sales Officer | 2.8yrs | US$886.41k | 0.035% $ 200.8k | |
| Executive VP & Chief Risk Officer | 16.7yrs | US$928.88k | 0.17% $ 964.9k | |
| CFO & Executive VP | no data | keine Daten | keine Daten | |
| Executive VP & Chief Claims Officer | 25.7yrs | keine Daten | keine Daten | |
| Senior VP & Controller | 14.3yrs | keine Daten | keine Daten | |
| Senior Vice President of Underwriting Operations | 3.8yrs | keine Daten | keine Daten | |
| Senior Vice President of Safety Operations | 2.6yrs | keine Daten | keine Daten | |
| Senior Vice President of Risk Services | less than a year | keine Daten | keine Daten |
8.3yrs
Durchschnittliche Betriebszugehörigkeit
54yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von AMSF ist erfahren und erfahren (durchschnittliche Amtszeit von 8.3 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 10.1yrs | US$2.37m | 0.69% $ 4.0m | |
| Independent Director | 6.2yrs | US$144.99k | 0.086% $ 489.4k | |
| Independent Director | 16.3yrs | US$164.99k | 0.13% $ 762.3k | |
| Independent Director | 10.3yrs | US$152.49k | 0.062% $ 357.1k | |
| Independent Director | 4.2yrs | US$149.99k | 0.035% $ 199.6k | |
| Independent Chairman | 20.7yrs | US$202.49k | 0.45% $ 2.6m | |
| Independent Director | 19.2yrs | US$159.99k | 0.088% $ 505.7k | |
| Independent Director | 11.5yrs | US$164.99k | 0.072% $ 410.8k |
10.9yrs
Durchschnittliche Betriebszugehörigkeit
60yo
Durchschnittliches Alter
Erfahrener Vorstand: AMSFDie Vorstandsmitglieder sind sehr erfahren ( 10.9 ).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/17 01:07 |
| Aktienkurs zum Tagesende | 2026/05/15 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
AMERISAFE, Inc. wird von 10 Analysten beobachtet. 3 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Randy Binner | B. Riley Securities, Inc. |
| Matthew Carletti | Citizens JMP Securities, LLC |
| Meyer Shields | Keefe, Bruyette, & Woods |