AMERISAFE Gestione
Criteri Gestione verificati 4/4
AMERISAFE Il CEO è Gerry Frost, nominato in Sep2013, e ha un mandato di 12.67 anni. la retribuzione annua totale è $ 2.37M, composta da 33.9% di stipendio e 66.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.69% delle azioni della società, per un valore di $ 3.96M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 8.3 anni e 10.9 anni.
Informazioni chiave
Gerry Frost
Amministratore delegato
US$2.4m
Compenso totale
| Percentuale dello stipendio del CEO | 33.89% |
| Mandato del CEO | 12.7yrs |
| Proprietà del CEO | 0.7% |
| Durata media del management | 8.3yrs |
| Durata media del Consiglio di amministrazione | 10.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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
Nuova narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$93m |
Compensazione vs Mercato: La retribuzione totale di Gerry ($USD 2.37M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 2.65M ).
Compensazione vs guadagni: La retribuzione di Gerry è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Gerry Frost (54 yo)
12.7yrs
Mandato
US$2,369,553
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 | Nessun dato | Nessun dato | |
| Executive VP & Chief Claims Officer | 25.7yrs | Nessun dato | Nessun dato | |
| Senior VP & Controller | 14.3yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Underwriting Operations | 3.8yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Safety Operations | 2.6yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Risk Services | less than a year | Nessun dato | Nessun dato |
8.3yrs
Durata media
54yo
Età media
Gestione esperta: Il team dirigenziale di AMSF è esperto e expertise (durata media dell'incarico 8.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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
Durata media
60yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di AMSF è composto da personale esperto e esperto (durata media dell'incarico 10.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/17 20:34 |
| Prezzo dell'azione a fine giornata | 2026/05/15 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
AMERISAFE, Inc. è coperta da 10 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Randy Binner | B. Riley Securities, Inc. |
| Matthew Carletti | Citizens JMP Securities, LLC |
| Meyer Shields | Keefe, Bruyette, & Woods |