James River Group Holdings Gestione
Criteri Gestione verificati 2/4
James River Group Holdings Il CEO è Frank D’Orazio, nominato in Nov2020, e ha un mandato di 5.58 anni. la retribuzione annua totale è $ 2.93M, composta da 33.8% di stipendio e 66.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.65% delle azioni della società, per un valore di $ 1.18M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.2 anni e 3.5 anni.
Informazioni chiave
Frank D’Orazio
Amministratore delegato
US$2.9m
Compenso totale
| Percentuale dello stipendio del CEO | 33.81% |
| Mandato del CEO | 5.6yrs |
| Proprietà del CEO | 0.6% |
| Durata media del management | 1.2yrs |
| Durata media del Consiglio di amministrazione | 3.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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...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 AlphaArticolo 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 AlphaArticolo 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 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 AlphaArticolo 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...
Nuova narrazione • 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...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 AlphaArticolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$22m |
| Dec 31 2025 | US$3m | US$991k | US$42m |
| Sep 30 2025 | n/a | n/a | -US$81m |
| Jun 30 2025 | n/a | n/a | -US$121m |
| Mar 31 2025 | n/a | n/a | -US$112m |
| Dec 31 2024 | US$3m | US$967k | -US$101m |
| Sep 30 2024 | n/a | n/a | US$9m |
| Jun 30 2024 | n/a | n/a | US$71m |
| Mar 31 2024 | n/a | n/a | US$69m |
| Dec 31 2023 | US$3m | US$959k | US$51m |
| Sep 30 2023 | n/a | n/a | US$52m |
| Jun 30 2023 | n/a | n/a | US$24m |
| Mar 31 2023 | n/a | n/a | US$19m |
| Dec 31 2022 | US$3m | US$913k | US$26m |
| Sep 30 2022 | n/a | n/a | -US$59m |
| Jun 30 2022 | n/a | n/a | -US$76m |
| Mar 31 2022 | n/a | n/a | -US$60m |
| Dec 31 2021 | US$1m | US$850k | -US$85m |
| Sep 30 2021 | n/a | n/a | -US$127m |
| Jun 30 2021 | n/a | n/a | -US$77m |
| Mar 31 2021 | n/a | n/a | -US$62m |
| Dec 31 2020 | US$4m | US$142k | US$5m |
Compensazione vs Mercato: La retribuzione totale di Frank ($USD 2.93M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 1.63M ).
Compensazione vs guadagni: La retribuzione di Frank è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Frank D’Orazio (58 yo)
5.6yrs
Mandato
US$2,930,288
Compensazione
Mr. Frank N. D'Orazio has been Chief Executive Officer and Director of James River Group Holdings, Ltd. since November 2, 2020. He joined James River Group Holdings, Ltd.in November 2020. Mr. D'Orazio was...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 5.6yrs | US$2.93m | 0.65% $ 1.2m | |
| Chief Financial Officer | 9.4yrs | US$2.03m | 0.24% $ 447.1k | |
| Chief Legal Officer | 5.2yrs | US$1.06m | 0.061% $ 112.1k | |
| Senior VP & Group Chief Underwriting Officer | 4.6yrs | US$1.42m | 0.087% $ 159.8k | |
| President of Excess & Surplus Lines Segment | 1.1yrs | US$995.09k | 0.21% $ 376.4k | |
| Senior VP for Investments & Investor Relations | 1.2yrs | Nessun dato | Nessun dato | |
| Principal Accounting Officer | no data | Nessun dato | 0.13% $ 234.4k | |
| Group Chief Information Officer | less than a year | Nessun dato | Nessun dato | |
| Group Chief Human Resources Officer | 12.4yrs | Nessun dato | Nessun dato | |
| Group Chief Claims Officer | 1.1yrs | Nessun dato | Nessun dato | |
| President of Specialty Admitted Insurance Segment | less than a year | Nessun dato | Nessun dato | |
| Senior Vice President | less than a year | Nessun dato | Nessun dato |
1.2yrs
Durata media
56.5yo
Età media
Gestione esperta: Il team dirigenziale di JRVR non è considerato esperto (durata media 1.2 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 5.6yrs | US$2.93m | 0.65% $ 1.2m | |
| Independent Director | 3.4yrs | Nessun dato | Nessun dato | |
| Independent Director | 4.7yrs | US$188.31k | 0.034% $ 62.7k | |
| Independent Non-Executive Director | less than a year | US$86.88k | 0.012% $ 21.6k | |
| Independent Non-Executive Chairperson for the Board | 1.9yrs | US$225.27k | 0.085% $ 154.6k | |
| Independent Director | 4.7yrs | US$200.81k | 0.034% $ 62.1k | |
| Independent Director | 3.7yrs | US$188.31k | 0.054% $ 97.9k | |
| Independent Non-Executive Director | no data | Nessun dato | Nessun dato |
3.5yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di JRVR sono considerati esperti (durata media dell'incarico 3.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/20 22:03 |
| Prezzo dell'azione a fine giornata | 2026/06/18 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 |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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
James River Group Holdings, Inc. è coperta da 7 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 |
|---|---|
| Tracy Dolin-Benguigui | Barclays |
| Charles Sebaski | BMO Capital Markets Equity Research |
| Cullen Johnson | B. Riley Securities, Inc. |