James River Group Holdings Croissance future
Future contrôle des critères 3/6
Les revenus de James River Group Holdings devraient diminuer de 2.7% par an tandis que ses bénéfices annuels devraient croître de 36.3% par an.
Informations clés
36.3%
Taux de croissance des bénéfices
n/a
Taux de croissance du BPA
| Insurance croissance des bénéfices | 2.2% |
| Taux de croissance des recettes | -2.7% |
| Rendement futur des capitaux propres | 10.76% |
| Couverture par les analystes | Low |
| Dernière mise à jour | 19 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • Jun 06
JRVR: Higher Equity Cost Of Capital Will Shape Future Return Potential
Analysts have cut their price target on James River Group Holdings from $8.00 to $4.75, citing a higher perceived equity cost of capital and increased concerns around adverse reserve development and competition in the small to middle market excess and surplus lines segment. Analyst Commentary Bearish analysts are becoming more cautious on James River Group Holdings, with recent research highlighting a mix of valuation pressure, reserve risk, and tougher competition in its core markets.
Mise à jour du récit • May 23
JRVR: Higher Reserve Risk May Set Stage For Future Repricing
Analysts have trimmed their average price target for James River Group Holdings from $8.00 to $4.75, citing a higher assumed cost of equity capital, greater perceived risk of adverse reserve development, and tougher competition in small to middle market excess and surplus lines as key reasons for the reset. Analyst Commentary Recent research points to a more cautious stance on James River Group Holdings, with the average price target reset to US$4.75.
Mise à jour du récit • Apr 30
JRVR: Steady Assumptions And Low Future P/E Will Support Upside
Analysts have kept their $7.67 price target for James River Group Holdings unchanged, reflecting consistent views on fair value, discount rate, expected revenue trends, profit margins and future P/E assumptions. Valuation Changes Fair Value: $7.67 remains unchanged, indicating no adjustment to the estimated fair value per share.Mise à jour du récit • Apr 16
JRVR: Fair Value Outlook Will Weigh Softer Revenue And Margin Against Higher P/E
Analysts have lifted their price target for James River Group Holdings to $7.00, a change they link to updated assumptions around a lower discount rate, a softer revenue contraction of about 0.73%, a slightly reduced profit margin near 12.84%, and a modestly higher future P/E of about 4.56x. Valuation Changes Fair Value: Model fair value remains at $7.00, indicating no change in the target output of the valuation.Mise à jour du récit • Apr 02
JRVR: Stable Assumptions And Low Future P/E Will Support Upside
Analysts have kept their average price target for James River Group Holdings effectively unchanged at approximately $7.67. They cite largely stable views on fair value, discount rate, revenue trends, profit margins, and forward P/E assumptions.Mise à jour du récit • Mar 18
JRVR: Higher Future P/E Will Support Upside Despite Weaker Profitability
Analysts have raised their price target for James River Group Holdings by around $0.60, reflecting updated views on fair value, discount rate, revenue growth assumptions, profit margins, and future P/E expectations. Valuation Changes Fair Value has been updated from about $7.06 to around $7.67, reflecting a slight increase.Mise à jour du récit • Mar 04
JRVR: Fair Value View Will Balance Softer Outlook With Higher Future Multiple
Analysts have raised their fair value estimate for James River Group Holdings from $6.00 to $7.00, citing updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. Valuation Changes Fair Value: increased from $6.00 to $7.00, a rise of about 17% in the estimate.Article d’analyse • Sep 25
Many Still Looking Away From James River Group Holdings, Ltd. (NASDAQ:JRVR)
James River Group Holdings, Ltd.'s ( NASDAQ:JRVR ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty...Seeking Alpha • Sep 24
James River: Progress Has Been Made, But Still A Hold
Summary James River is executing a turnaround, focusing on its profitable Excess & Surplus insurance segment after divesting unprofitable units. JRVR trades at 0.5x book value, with the E&S segment showing strong combined ratios, but overall profitability remains elusive as the consolidated combined ratio is above 100%. DCF valuation and analyst consensus suggest moderate upside, with a fair value estimate of $6.87/share and a consensus price target of $7.06, but risks persist. Given ongoing risks and the need for sustained profitability, JRVR is rated a 'Hold' until it demonstrates consistent positive combined ratios and improved investment income. Read the full article on Seeking AlphaArticle d’analyse • May 21
James River Group Holdings, Ltd. (NASDAQ:JRVR) Stock Rockets 26% But Many Are Still Ignoring The Company
James River Group Holdings, Ltd. ( NASDAQ:JRVR ) shares have had a really impressive month, gaining 26% after a shaky...Seeking Alpha • Mar 09
James River: Time To Average Down
Summary James River still has an excellent E&S franchise business that may eventually show earnings. Recent net losses are temporary, driven by expected reinsurance contract costs and preferred share redemption. E&S insurance market remains robust, with James River benefiting from improved underwriting and lower loss ratios that positions it for future profitability. Shares are still a buy with a new price target of $7. Read the full article on Seeking AlphaArticle d’analyse • Mar 05
James River Group Holdings, Ltd. (NASDAQ:JRVR) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny
The James River Group Holdings, Ltd. ( NASDAQ:JRVR ) share price has fared very poorly over the last month, falling by...Article d’analyse • Mar 05
Not Many Are Piling Into James River Group Holdings, Ltd. (NASDAQ:JRVR) Stock Yet As It Plummets 27%
James River Group Holdings, Ltd. ( NASDAQ:JRVR ) shareholders that were waiting for something to happen have been dealt...Seeking Alpha • Dec 03
James River: Exploring Strategic Alternatives, New Partnerships, And Very Cheap
Summary James River Group Holdings runs different insurance companies, and focuses on underwriting small and middle market casualty risks. James River Group Holdings appears undervalued despite recent negative net income, driven by asset write-downs from the Casualty Reinsurance segment sale and strategic alternatives' exploration. Despite challenges, JRVR’s proven business model and conservative EPS forecasts suggest potential for net income growth and stock price recovery. Strategic moves, including a partnership with Enstar Group and potential U.S. tax reductions, could enhance JRVR’s financial position and stock price. Read the full article on Seeking AlphaSeeking Alpha • Nov 24
James River: The Market Has Overreacted
Summary Despite a 40% stock drop and negative earnings, I believe James River Group is undervalued and reiterate a buy rating with a $9 price target. Recent losses are attributed to a one-time $52.2 million excess consideration payment, with management taking steps to de-risk and capitalize on E&S market trends. Major industry players like Gallatin Point and Enstar Group are investing significantly in James River, signaling confidence in its long-term potential. Investors must endure short-term pain for potential long-term gains, as James River continues its transformation into a pure-play E&S insurance business. Read the full article on Seeking AlphaArticle d’analyse • Nov 14
Investors Don't See Light At End Of James River Group Holdings, Ltd.'s (NASDAQ:JRVR) Tunnel And Push Stock Down 29%
To the annoyance of some shareholders, James River Group Holdings, Ltd. ( NASDAQ:JRVR ) shares are down a considerable...
Nouveau récit • Sep 26
E&S Segment Innovations And Critical Reviews Propel Profitable Growth And Market Adaptability
Implementing a combined adverse development cover and loss portfolio transfer reduces reserve volatility, stabilizing earnings and allowing focus on profitable growth.Article d’analyse • Aug 09
James River Group Holdings' (NASDAQ:JRVR) Dividend Will Be $0.05
The board of James River Group Holdings, Ltd. ( NASDAQ:JRVR ) has announced that it will pay a dividend on the 30th of...Seeking Alpha • Jul 30
James River Group: Potential Upside Requires Patience
Summary James River stock has only increased 9% since buy rating in March 2024, but potential value remains underestimated by the market. The JRG Re sale has lifted burdens, improving profitability and underwriting results, signaling a potential turnaround for James River. E&S market growth remains steady, making James River an attractive investment. Shares are still a buy with a price target of $14. Read the full article on Seeking AlphaArticle d’analyse • May 14
James River Group Holdings (NASDAQ:JRVR) Is Due To Pay A Dividend Of $0.05
James River Group Holdings, Ltd. ( NASDAQ:JRVR ) has announced that it will pay a dividend of $0.05 per share on the...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 615 | 77 | N/A | N/A | 1 |
| 12/31/2027 | 627 | 63 | N/A | N/A | 2 |
| 12/31/2026 | 628 | 49 | N/A | N/A | 2 |
| 3/31/2026 | 667 | 22 | 28 | 32 | N/A |
| 12/31/2025 | 688 | 42 | -24 | -19 | N/A |
| 9/30/2025 | 647 | -81 | 10 | 15 | N/A |
| 6/30/2025 | 665 | -121 | -294 | -289 | N/A |
| 3/31/2025 | 679 | -112 | -328 | -323 | N/A |
| 12/31/2024 | 708 | -101 | -252 | -247 | N/A |
| 9/30/2024 | 797 | 9 | -270 | -264 | N/A |
| 6/30/2024 | 816 | 71 | 55 | 61 | N/A |
| 3/31/2024 | 822 | 69 | 87 | 93 | N/A |
| 12/31/2023 | 810 | 51 | 82 | 88 | N/A |
| 9/30/2023 | 667 | 52 | 145 | 152 | N/A |
| 6/30/2023 | 658 | 24 | 119 | 126 | N/A |
| 3/31/2023 | 648 | 19 | 169 | 177 | N/A |
| 12/31/2022 | 662 | 26 | 215 | 223 | N/A |
| 9/30/2022 | 795 | -59 | 308 | 316 | N/A |
| 6/30/2022 | 785 | -76 | -689 | -681 | N/A |
| 3/31/2022 | 792 | -60 | -775 | -767 | N/A |
| 12/31/2021 | 609 | -85 | -920 | -914 | N/A |
| 9/30/2021 | 760 | -127 | -1,116 | -1,113 | N/A |
| 6/30/2021 | 746 | -77 | -233 | -231 | N/A |
| 3/31/2021 | 741 | -62 | -290 | -290 | N/A |
| 12/31/2020 | 669 | 5 | -274 | -274 | N/A |
| 9/30/2020 | 716 | 46 | 1,053 | 1,053 | N/A |
| 6/30/2020 | 770 | -6 | 1,285 | 1,285 | N/A |
| 3/31/2020 | 803 | -21 | 1,388 | 1,388 | N/A |
| 12/31/2019 | 907 | 38 | N/A | 1,489 | N/A |
| 9/30/2019 | 880 | 30 | N/A | 252 | N/A |
| 6/30/2019 | 874 | 74 | N/A | 194 | N/A |
| 3/31/2019 | 881 | 71 | N/A | 277 | N/A |
| 12/31/2018 | 886 | 64 | N/A | 290 | N/A |
| 9/30/2018 | 889 | 52 | N/A | 339 | N/A |
| 6/30/2018 | 885 | 43 | N/A | 307 | N/A |
| 3/31/2018 | 860 | 41 | N/A | 240 | N/A |
| 12/31/2017 | 818 | 44 | N/A | 208 | N/A |
| 9/30/2017 | 769 | 69 | N/A | 191 | N/A |
| 6/30/2017 | 699 | 80 | N/A | 189 | N/A |
| 3/31/2017 | 631 | 80 | N/A | 169 | N/A |
| 12/31/2016 | 586 | 74 | N/A | 154 | N/A |
| 9/30/2016 | 542 | 61 | N/A | 96 | N/A |
| 6/30/2016 | 524 | 59 | N/A | 98 | N/A |
| 3/31/2016 | 510 | 57 | N/A | 93 | N/A |
| 12/31/2015 | 505 | 53 | N/A | 120 | N/A |
| 9/30/2015 | 501 | 50 | N/A | 146 | N/A |
| 6/30/2015 | 479 | 48 | N/A | 131 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de JRVR ( 36.3% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de JRVR ( 36.3% par an) devraient croître plus rapidement que le marché US ( 17.1% par an).
Croissance élevée des bénéfices: Les bénéfices de JRVR devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Les revenus de JRVR devraient diminuer au cours des 3 prochaines années ( -2.7% par an).
Croissance élevée des revenus: Les revenus de JRVR devraient diminuer au cours des 3 prochaines années ( -2.7% par an).
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de JRVR devrait être faible dans 3 ans ( 10.8 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/09 13:37 |
| Cours de l'action en fin de journée | 2026/06/09 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
James River Group Holdings, Inc. est couverte par 7 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Tracy Dolin-Benguigui | Barclays |
| Charles Sebaski | BMO Capital Markets Equity Research |
| Cullen Johnson | B. Riley Securities, Inc. |