Palomar Holdings Gestion
Gestion contrôle des critères 3/4
Le PDG Palomar Holdings est Mac Armstrong, nommé en Feb2014, a un mandat de 12.25 ans. La rémunération annuelle totale est $ 8.96M, composée du salaire de 13.9% et des bonus 86.1%, y compris les actions et options de la société. détient directement 1.65% des actions de la société, d'une valeur de $ 49.93M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.2 ans et 6.3 ans.
Informations clés
Mac Armstrong
Directeur général
US$9.0m
Rémunération totale
| Pourcentage du salaire du PDG | 13.87% |
| Durée du mandat du directeur général | 12.3yrs |
| Propriété du PDG | 1.7% |
| Durée moyenne d'occupation des postes de direction | 3.2yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 6.3yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 17
PLMR: Share Repurchases And Higher Future P/E Will Support Pricing Upside
Analysts have trimmed their average price target for Palomar Holdings by about $5 to $155, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E following a series of recent target revisions from the Street. Analyst Commentary Recent Street research on Palomar Holdings points to mixed views, with some analysts trimming targets and others lifting them as they refresh models after the latest earnings and guidance updates.Seeking Alpha • Mar 25
Palomar Holdings: Strong Fundamentals, Yet Discounted Valuation
Summary Palomar Holdings (PLMR) is transitioning to a diversified, commission-based model, reducing catastrophic risk dependency and achieving a 25.9% adjusted ROE in 2025. PLMR’s valuation at 16.5x P/E is significantly below its five-year average, despite 24% forecasted annual income growth and robust underwriting discipline. The Gray Surety acquisition diversifies income streams, but increases leverage and exposes PLMR to integration and reinsurance market risks. I view PLMR as an attractive, albeit volatile, growth story with a favorable risk-reward profile for investors comfortable with insurance cycles. Read the full article on Seeking AlphaMise à jour du récit • Feb 11
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.Mise à jour du récit • Dec 15
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.Mise à jour du récit • Dec 01
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.Mise à jour du récit • Nov 17
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.Mise à jour du récit • Oct 31
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.Mise à jour du récit • Oct 17
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.Mise à jour du récit • Oct 03
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.Mise à jour du récit • Aug 07
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.Article d’analyse • Aug 02
Here's Why We Think Palomar Holdings (NASDAQ:PLMR) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Article d’analyse • Jul 11
What You Can Learn From Palomar Holdings, Inc.'s (NASDAQ:PLMR) P/E
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Article d’analyse • May 16
Here's Why Palomar Holdings, Inc.'s (NASDAQ:PLMR) CEO May Deserve A Raise
Key Insights Palomar Holdings to hold its Annual General Meeting on 22nd of May Total pay for CEO Mac Armstrong...Article d’analyse • Apr 25
With EPS Growth And More, Palomar Holdings (NASDAQ:PLMR) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Apr 01
Palomar: Still Bullish Considering Recent M&A And Mid-Term Outlook
Summary I stick with my existing Buy rating for PLMR after assessing the company's latest inorganic growth transaction and its financial targets for the medium term. My view of Palomar's AgProtection takeover is favorable, as I think this will help its crop insurance business grow at a faster pace in the future. The company has the potential to expand its normalized net income by +100% in the coming three years. Read the full article on Seeking AlphaArticle d’analyse • Feb 16
Upgrade: Analysts Just Made An Increase To Their Palomar Holdings, Inc. (NASDAQ:PLMR) Forecasts
Shareholders in Palomar Holdings, Inc. ( NASDAQ:PLMR ) may be thrilled to learn that the analysts have just delivered a...Seeking Alpha • Jan 20
Palomar: Shining Star In The Insurance Sector
Summary Palomar's unique focus on earthquake insurance has led to consistent growth, with drivers like the CEA's changing risk program. Management has supplemented the core business with specialty P&C lines and expansion into crop and surety markets. PLMR has shown disciplined risk management by reducing high-risk exposure in the hurricane lines. Read the full article on Seeking AlphaArticle d’analyse • Jan 11
Palomar Holdings, Inc.'s (NASDAQ:PLMR) Price In Tune With Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Article d’analyse • Sep 13
Palomar Holdings, Inc.'s (NASDAQ:PLMR) Earnings Haven't Escaped The Attention Of Investors
Palomar Holdings, Inc.'s ( NASDAQ:PLMR ) price-to-earnings (or "P/E") ratio of 25.2x might make it look like a sell...
Nouveau récit • Sep 09
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.Article d’analyse • Jul 14
Here's Why We Think Palomar Holdings (NASDAQ:PLMR) Might Deserve Your Attention Today
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Article d’analyse • Jun 14
Market Participants Recognise Palomar Holdings, Inc.'s (NASDAQ:PLMR) Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$197m |
| Dec 31 2025 | US$9m | US$1m | US$197m |
| Sep 30 2025 | n/a | n/a | US$176m |
| Jun 30 2025 | n/a | n/a | US$155m |
| Mar 31 2025 | n/a | n/a | US$134m |
| Dec 31 2024 | US$5m | US$997k | US$118m |
| Sep 30 2024 | n/a | n/a | US$109m |
| Jun 30 2024 | n/a | n/a | US$96m |
| Mar 31 2024 | n/a | n/a | US$88m |
| Dec 31 2023 | US$4m | US$850k | US$79m |
| Sep 30 2023 | n/a | n/a | US$72m |
| Jun 30 2023 | n/a | n/a | US$58m |
| Mar 31 2023 | n/a | n/a | US$55m |
| Dec 31 2022 | US$3m | US$850k | US$52m |
| Sep 30 2022 | n/a | n/a | US$50m |
| Jun 30 2022 | n/a | n/a | US$46m |
| Mar 31 2022 | n/a | n/a | US$44m |
| Dec 31 2021 | US$19m | US$846k | US$46m |
| Sep 30 2021 | n/a | n/a | US$27m |
| Jun 30 2021 | n/a | n/a | US$11m |
| Mar 31 2021 | n/a | n/a | US$11m |
| Dec 31 2020 | US$1m | US$598k | US$6m |
| Sep 30 2020 | n/a | n/a | US$19m |
| Jun 30 2020 | n/a | n/a | US$42m |
| Mar 31 2020 | n/a | n/a | US$37m |
| Dec 31 2019 | US$3m | US$500k | US$11m |
Rémunération vs marché: La rémunération totale de Mac ($USD 8.96M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 7.02M ).
Rémunération et revenus: La rémunération de Mac a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Mac Armstrong
12.3yrs
Titularisation
US$8,961,147
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 12.3yrs | US$8.96m | 1.65% $ 49.9m | |
| President | 4.1yrs | US$2.76m | 0.25% $ 7.5m | |
| Chief Financial Officer | 8.7yrs | US$2.95m | 0.058% $ 1.8m | |
| Chief Operating Officer | 1.8yrs | US$1.70m | 0.010% $ 314.2k | |
| Chief Risk Officer | 7.1yrs | US$2.26m | 0.10% $ 3.1m | |
| EVP of Treasury & Financial Operations and Chief Accounting Officer | 2.3yrs | pas de données | pas de données | |
| Chief Technology Officer | 1.7yrs | pas de données | pas de données | |
| Chief Legal Officer & Corporate Secretary | 5.5yrs | US$858.09k | 0.027% $ 801.0k | |
| Chief People Officer | 1.9yrs | pas de données | 0.0049% $ 147.9k | |
| Chief Strategy Officer | 1.3yrs | pas de données | pas de données | |
| Executive VP and Head of Marine & Property | 1.8yrs | pas de données | pas de données | |
| Chief Underwriting Officer | 4.1yrs | pas de données | pas de données |
3.2yrs
Durée moyenne de l'emploi
52yo
Âge moyen
Gestion expérimentée: L'équipe de direction de PLMR est considérée comme expérimentée (ancienneté moyenne 3.2 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 12.3yrs | US$8.96m | 1.65% $ 49.9m | |
| Independent Director | 2.3yrs | US$244.99k | 0.023% $ 689.6k | |
| Independent Director | 6.3yrs | US$249.99k | 0.027% $ 814.9k | |
| Lead Independent Director | 7.2yrs | US$294.99k | 0.17% $ 5.0m | |
| Independent Director | 6yrs | US$249.99k | 0.020% $ 602.7k | |
| Independent Director | 7yrs | US$264.99k | 0.028% $ 835.4k | |
| Independent Director | 4.8yrs | US$249.99k | 0.021% $ 625.0k |
6.3yrs
Durée moyenne de l'emploi
59yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de PLMR sont considérés comme expérimentés (ancienneté moyenne 6.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/24 15:42 |
| Cours de l'action en fin de journée | 2026/05/22 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
Palomar Holdings, Inc. est couverte par 11 analystes. 8 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 |
| Tracy Dolin-Benguigui | Barclays |
| Matthew Carletti | Citizens JMP Securities, LLC |