James River Group Holdings, Inc.

Report azionario NasdaqGS:JRVR

Capitalizzazione di mercato: US$182.6m

James River Group Holdings Crescita futura

Criteri Future verificati 3/6

Si prevede che i ricavi di James River Group Holdings diminuiranno del 5.5% all'anno, mentre si prevede che i suoi utili annuali cresceranno del 30.2% all'anno.

Informazioni chiave

30.2%

Tasso di crescita degli utili

n/a

Tasso di crescita dell'EPS

Insurance crescita degli utili1.0%
Tasso di crescita dei ricavi-5.5%
Rendimento futuro del capitale proprio13.23%
Copertura analitica

Low

Ultimo aggiornamento17 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Sep 01

James River Group: Book Value Rose Because The Reserves Went Wrong

Summary James River Group Holdings is rated Sell at $4.11, with fair value estimated at $3–$3.5 per share. Reported tangible common equity growth is driven by deferred retroactive reinsurance gains, masking a 5.3% decline in actual tangible equity. All retroactive reinsurance covers are now exhausted, exposing JRVR to full adverse development going forward. Valuation is highly sensitive to reserve development; a deceleration could challenge the bearish thesis, but current risk/reward skews negative. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 26

JRVR: Index Additions And Revised Outlook Will Support Future Upside Potential

Analysts have trimmed their price targets for James River Group Holdings, with one recent move taking the target down by $1 to $4. This reflects updated views on fair value, discount rates, revenue trends, profit margins, and future P/E assumptions.
Aggiornamento narrativa • Aug 12

JRVR: Higher Reserve Risk And Competitive Pressures May Set Stage For Repricing

Analysts have lowered their average price target for James River Group Holdings to about $4.75 from $8.00, citing a higher perceived equity cost of capital and increased risks around reserve development in a more competitive small to middle market excess and surplus lines segment. What’s in the News for James River Group Holdings James River Group Holdings, Inc.
Aggiornamento narrativa • Jul 06

JRVR: Lowered Price Outlook Will Still Support Future Upside Potential

Analysts have lowered their price target on James River Group Holdings from $8.00 to $4.75, citing a higher equity cost of capital, increased risk around adverse reserve development, and tougher competition in the small to middle market excess and surplus lines segment. Analyst Commentary Recent research on James River Group Holdings points to a more cautious stance from Wall Street, with price targets reset to reflect what analysts see as higher risk around reserves, funding costs, and competitive pressures.
Aggiornamento narrativa • Jun 22

JRVR: Higher Equity Cost Of Capital Will Shape Reserve Risk Upside Potential

Analysts have cut their price target on James River Group Holdings to $4.75 from $8.00, pointing to a higher perceived equity cost of capital and concerns that more intense competition and potential adverse reserve development could weigh on the company. Analyst Commentary Recent research on James River Group Holdings reflects a more cautious tone, with several bearish analysts revisiting their assumptions around risk, growth prospects, and what they are willing to pay for the stock.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Articolo di analisi • 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 Alpha
Articolo di analisi • 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...
Articolo di analisi • 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 Alpha
Seeking 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 Alpha
Articolo di analisi • 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...
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Nuova narrativa • 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.
Articolo di analisi • 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...

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:JRVR - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202856754N/AN/A1
12/31/202759348N/AN/A2
12/31/202661934N/AN/A2
6/30/202665324-22N/A
3/31/2026667222832N/A
12/31/202568842-24-19N/A
9/30/2025647-811015N/A
6/30/2025665-121-294-289N/A
3/31/2025679-112-328-323N/A
12/31/2024708-101-252-247N/A
9/30/20247979-270-264N/A
6/30/2024816715561N/A
3/31/2024822698793N/A
12/31/2023810518288N/A
9/30/202366752145152N/A
6/30/202365824119126N/A
3/31/202364819169177N/A
12/31/202266226215223N/A
9/30/2022795-59308316N/A
6/30/2022785-76-689-681N/A
3/31/2022792-60-775-767N/A
12/31/2021609-85-920-914N/A
9/30/2021760-127-1,116-1,113N/A
6/30/2021746-77-233-231N/A
3/31/2021741-62-290-290N/A
12/31/20206695-274-274N/A
9/30/2020716461,0531,053N/A
6/30/2020770-61,2851,285N/A
3/31/2020803-21N/A1,388N/A
12/31/201990738N/A1,489N/A
9/30/201988030N/A252N/A
6/30/201987474N/A194N/A
3/31/201988171N/A277N/A
12/31/201888664N/A290N/A
9/30/201888952N/A339N/A
6/30/201888543N/A307N/A
3/31/201886041N/A240N/A
12/31/201781844N/A208N/A
9/30/201776969N/A191N/A
6/30/201769980N/A189N/A
3/31/201763180N/A169N/A
12/31/201658674N/A154N/A
9/30/201654261N/A96N/A
6/30/201652459N/A98N/A
3/31/201651057N/A93N/A
12/31/201550553N/A120N/A
9/30/201550150N/A146N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di JRVR ( 30.2% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di JRVR ( 30.2% all'anno) cresceranno più rapidamente del mercato US ( 17.2% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di JRVR cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che i ricavi di JRVR diminuiranno nei prossimi 3 anni ( -5.5% all'anno).

Ricavi ad alta crescita: Si prevede che i ricavi di JRVR diminuiranno nei prossimi 3 anni ( -5.5% all'anno).

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di JRVR sarà basso tra 3 anni ( 13.2 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/14 10:02
Prezzo dell'azione a fine giornata2026/09/11 00:00
Utili2026/06/30
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il 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

James River Group Holdings, Inc. è coperta da 7 analisti. 4 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.

AnalistaIstituzione
Tracy Dolin-BenguiguiBarclays
Charles SebaskiBMO Capital Markets Equity Research
Cullen JohnsonB. Riley Securities, Inc.