Palomar Holdings, Inc.

Report azionario NasdaqGS:PLMR

Capitalizzazione di mercato: US$3.0b

Palomar Holdings Crescita futura

Criteri Future verificati 3/6

Palomar Holdings prevede che gli utili e i ricavi cresceranno rispettivamente di 15.2% e 18.7% all'anno. Si prevede che l'EPS crescerà di 14.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 23.6% in 3 anni.

Informazioni chiave

15.2%

Tasso di crescita degli utili

14.13%

Tasso di crescita dell'EPS

Insurance crescita degli utili2.0%
Tasso di crescita dei ricavi18.7%
Rendimento futuro del capitale proprio23.61%
Copertura analitica

Good

Ultimo aggiornamento12 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione 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 Alpha
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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 Alpha
Articolo di analisi 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 Alpha
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova narrazione 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.
Articolo di analisi 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...

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:PLMR - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20281,5572963665021
12/31/20271,4572613124404
12/31/20261,1802172575205
3/31/2026980197361369N/A
12/31/2025876197402409N/A
9/30/2025778176355364N/A
6/30/2025682155372381N/A
3/31/2025610134307315N/A
12/31/2024554118253261N/A
9/30/2024503109205211N/A
6/30/202444696175181N/A
3/31/202440588125132N/A
12/31/202337679109116N/A
9/30/202335972162169N/A
6/30/202334958103110N/A
3/31/202333855132138N/A
12/31/202232752164170N/A
9/30/202231250140145N/A
6/30/202229946172178N/A
3/31/202227744144150N/A
12/31/2021248468388N/A
9/30/2021217273650N/A
6/30/2021194111326N/A
3/31/2021180111223N/A
12/31/202016864657N/A
9/30/2020161195050N/A
6/30/2020146424949N/A
3/31/2020129376161N/A
12/31/201911311N/A45N/A
9/30/2019944N/A43N/A
6/30/201983-2N/A25N/A
3/31/201977-2N/A17N/A
12/31/20187318N/A23N/A
12/31/2017594N/A20N/A
12/31/2016437N/A16N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di PLMR ( 15.2% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di PLMR ( 15.2% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di PLMR cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di PLMR ( 18.7% all'anno) crescerà più rapidamente del mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di PLMR ( 18.7% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di PLMR sarà elevato tra 3 anni ( 23.6 %)


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 15:22
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
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 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

Palomar Holdings, Inc. è coperta da 11 analisti. 8 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
Tracy Dolin-BenguiguiBarclays
Matthew CarlettiCitizens JMP Securities, LLC