Palomar Holdings, Inc.

Informe acción NasdaqGS:PLMR

Capitalización de mercado: US$3.2b

Palomar Holdings Dirección

Dirección controles de criterios 3/4

El CEO de Palomar Holdings es Mac Armstrong , nombrado en Feb 2014, tiene una permanencia de 12.25 años. compensación anual total es $8.96M, compuesta por 13.9% salario y 86.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.65% de las acciones de la empresa, por valor de $53.04M. La antigüedad media del equipo directivo y de la junta directiva es de 3.2 años y 6.3 años, respectivamente.

Información clave

Mac Armstrong

Chief Executive Officer (CEO)

US$9.0m

Compensación total

Porcentaje del salario del CEO13.87%
Permanencia del CEO12.3yrs
Participación del CEO1.7%
Permanencia media de la dirección3.2yrs
Promedio de permanencia en la Junta Directiva6.3yrs

Actualizaciones recientes de la dirección

Recent updates

Palomar Holdings: Strong Fundamentals, Yet Discounted Valuation

Mar 25

PLMR: Higher Future P/E Assumptions Will Support Commercial Line Pricing Upside

Analysts have nudged their average price target for Palomar Holdings slightly higher, with one firm raising its estimate to $171 from $170. The revision reflects updated assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E.

PLMR: Lighter Property Renewals Will Support Commercial Line Pricing Upside Ahead

Analysts have reduced their price target on Palomar Holdings to $134 from $168, reflecting sector wide P&C headwinds, even as they point to an expected solid Q3 supported by a lighter mix of property renewals that could aid commercial line pricing. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q3 is tracking as a solid quarter, supporting the view that Palomar can continue to execute well despite broader insurance sector volatility.

PLMR: Lighter Property Renewals Will Support Commercial Line Pricing Ahead

Analysts have lowered their price target for Palomar Holdings to $134 from $168, citing mixed sector performance and adjustments in property renewals, even though there are expectations for a solid quarter. Analyst Commentary Analysts have provided a nuanced outlook for Palomar Holdings, reflecting both optimism regarding the company's near-term operating performance and caution about sector-wide challenges affecting valuation.

PLMR: Pricing Improvements In Commercial Lines Should Drive Improved Outlook

Narrative Update on Palomar Holdings Analysts have revised Palomar Holdings' price target downward from $153.33 to $160.00, citing a combination of slightly higher projected revenue growth, lower profit margin estimates, and noting that, while Q3 fundamentals remain solid, broader sector underperformance has tempered near-term optimism. Analyst Commentary Recent analyst assessments provide a nuanced outlook for Palomar Holdings, highlighting both supportive trends and areas of caution as pricing targets and sector forecasts are updated.

PLMR: Resilient Earnings And Buyback Program Will Drive Renewed Momentum

Palomar Holdings' analyst price target has been revised downward from $168 to $134, as analysts cite sector-wide valuation pressures, slow growth in key segments, and mixed stock performance even though the company reported solid quarterly results. Analyst Commentary Analyst sentiment on Palomar Holdings remains mixed following its latest financial results, with updated price targets reflecting both strengths and ongoing challenges within the company and its sector.

Climate Change And Underwriting Technology Will Secure Long-Term Stability

Analysts have lowered their average price target on Palomar Holdings by approximately $6 to $153, citing sector valuation pressures and adjustments for slower growth in certain business lines, despite ongoing earnings potential. Analyst Commentary Recent analyst updates have adjusted Palomar Holdings' price targets downward, reflecting evolving views on growth prospects and sector-wide valuation pressures.

Climate Change And Underwriting Technology Will Secure Long-Term Stability

Palomar Holdings’ analyst price target has been modestly reduced, with the consensus fair value moving from $165.33 to $159.67. Analysts cite softer growth projections and sector-wide valuation pressures for the adjustment.

Climate Change And Underwriting Technology Will Secure Long-Term Stability

With Palomar Holdings’ net profit margin and consensus revenue growth forecasts both remaining stable, the analyst price target has consequently held steady at $172.67. What's in the News Palomar Holdings announced a $150 million share repurchase program, valid through July 31, 2027.

Here's Why We Think Palomar Holdings (NASDAQ:PLMR) Is Well Worth Watching

Aug 02
Here's Why We Think Palomar Holdings (NASDAQ:PLMR) Is Well Worth Watching

What You Can Learn From Palomar Holdings, Inc.'s (NASDAQ:PLMR) P/E

Jul 11
What You Can Learn From Palomar Holdings, Inc.'s (NASDAQ:PLMR) P/E

Here's Why Palomar Holdings, Inc.'s (NASDAQ:PLMR) CEO May Deserve A Raise

May 16
Here's Why Palomar Holdings, Inc.'s (NASDAQ:PLMR) CEO May Deserve A Raise

With EPS Growth And More, Palomar Holdings (NASDAQ:PLMR) Makes An Interesting Case

Apr 25
With EPS Growth And More, Palomar Holdings (NASDAQ:PLMR) Makes An Interesting Case

Palomar: Still Bullish Considering Recent M&A And Mid-Term Outlook

Apr 01

Upgrade: Analysts Just Made An Increase To Their Palomar Holdings, Inc. (NASDAQ:PLMR) Forecasts

Feb 16
Upgrade: Analysts Just Made An Increase To Their Palomar Holdings, Inc. (NASDAQ:PLMR) Forecasts

Palomar: Shining Star In The Insurance Sector

Jan 20

Palomar Holdings, Inc.'s (NASDAQ:PLMR) Price In Tune With Earnings

Jan 11
Palomar Holdings, Inc.'s (NASDAQ:PLMR) Price In Tune With Earnings

Palomar Holdings, Inc.'s (NASDAQ:PLMR) Earnings Haven't Escaped The Attention Of Investors

Sep 13
Palomar Holdings, Inc.'s (NASDAQ:PLMR) Earnings Haven't Escaped The Attention Of Investors
User avatar

Expanding Insurance Segments And Strategic Acquisitions Set To Boost Revenue And Profitability

Strategy targets new insurance segments and niche markets for revenue growth through acquisitions and leveraging company resources.

Here's Why We Think Palomar Holdings (NASDAQ:PLMR) Might Deserve Your Attention Today

Jul 14
Here's Why We Think Palomar Holdings (NASDAQ:PLMR) Might Deserve Your Attention Today

Market Participants Recognise Palomar Holdings, Inc.'s (NASDAQ:PLMR) Earnings

Jun 14
Market Participants Recognise Palomar Holdings, Inc.'s (NASDAQ:PLMR) Earnings

Palomar: Above-Expectations Q1 Results Point To A Positive Outlook

May 06

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mac Armstrong en comparación con los beneficios de Palomar Holdings?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025US$9mUS$1m

US$197m

Sep 30 2025n/an/a

US$176m

Jun 30 2025n/an/a

US$155m

Mar 31 2025n/an/a

US$134m

Dec 31 2024US$5mUS$997k

US$118m

Sep 30 2024n/an/a

US$109m

Jun 30 2024n/an/a

US$96m

Mar 31 2024n/an/a

US$88m

Dec 31 2023US$4mUS$850k

US$79m

Sep 30 2023n/an/a

US$72m

Jun 30 2023n/an/a

US$58m

Mar 31 2023n/an/a

US$55m

Dec 31 2022US$3mUS$850k

US$52m

Sep 30 2022n/an/a

US$50m

Jun 30 2022n/an/a

US$46m

Mar 31 2022n/an/a

US$44m

Dec 31 2021US$19mUS$846k

US$46m

Sep 30 2021n/an/a

US$27m

Jun 30 2021n/an/a

US$11m

Mar 31 2021n/an/a

US$11m

Dec 31 2020US$1mUS$598k

US$6m

Sep 30 2020n/an/a

US$19m

Jun 30 2020n/an/a

US$42m

Mar 31 2020n/an/a

US$37m

Dec 31 2019US$3mUS$500k

US$11m

Compensación vs. Mercado: La compensación total ($USD8.96M) de Mac está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD7.20M).

Compensación vs. Ingresos: La compensación de Mac ha aumentado más de un 20% en el último año.

CEO

Mac Armstrong

12.3yrs
Permanencia
US$8,961,147
Compensación

Mr. David McDonald Armstrong, also known as Mac, is CEO & Director of Palomar Specialty Insurance Company from 2025. Mr. Armstrong joined the Palomar Specialty Insurance Company in 2014. Mr. Armstrong is D...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
D. Armstrong
Founder12.3yrsUS$8.96m1.65%
$ 53.0m
Jon Christianson
President4.1yrsUS$2.76m0.25%
$ 8.0m
Toshio Uchida
Chief Financial Officer8.7yrsUS$2.95m0.056%
$ 1.8m
Rodolphe Herve
Chief Operating Officer1.8yrsUS$1.70m0.010%
$ 333.6k
Jonathan Knutzen
Chief Risk Officer7.1yrsUS$2.26m0.10%
$ 3.3m
Elizabeth Seitz
EVP of Treasury & Financial Operations and Chief Accounting Officer2.3yrssin datossin datos
James Long
Chief Technology Officer1.7yrssin datossin datos
Angela Grant
Chief Legal Officer & Corporate Secretary5.5yrsUS$858.09k0.027%
$ 850.9k
Timothy Carter
Chief People Officer1.9yrssin datos0.0049%
$ 157.2k
Kyle Morgan
Chief Strategy Officer1.3yrssin datossin datos
Jake Armstrong
Executive VP and Head of Marine & Property1.8yrssin datossin datos
Robert Beyerle
Chief Underwriting Officer4.1yrssin datossin datos
3.2yrs
Permanencia media
51.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de PLMR se considera experimentado (3.2 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
D. Armstrong
Founder12.3yrsUS$8.96m1.65%
$ 53.0m
Thomas Bradley
Independent Director2.3yrsUS$244.99k0.023%
$ 732.5k
Martha Notaras
Independent Director6.3yrsUS$249.99k0.027%
$ 865.6k
Richard Taketa
Lead Independent Director7.2yrsUS$294.99k0.17%
$ 5.3m
Daryl Bradley
Independent Director6yrsUS$249.99k0.020%
$ 640.2k
Catriona Fallon
Independent Director7yrsUS$264.99k0.028%
$ 887.5k
Daina Middleton
Independent Director4.8yrsUS$249.99k0.021%
$ 664.2k
6.3yrs
Permanencia media
59yo
Promedio de edad

Junta con experiencia: La junta directiva de PLMR se considera experimentada (6.3 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/03 17:38
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Palomar Holdings, Inc. está cubierta por 11 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Tracy Dolin-BenguiguiBarclays
Tracy Dolin-BenguiguiBarclays
Matthew CarlettiCitizens JMP Securities, LLC