AMERISAFE, Inc.

NasdaqGS:AMSF 株式レポート

時価総額:US$586.2m

AMERISAFE マネジメント

マネジメント 基準チェック /44

AMERISAFEの CEO はGerry Frostで、 Sep2013年に任命され、 の在任期間は 12.67年です。 の年間総報酬は$ 2.37Mで、 33.9%給与と66.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.69%を直接所有しており、その価値は$ 4.06M 。経営陣と取締役会の平均在任期間はそれぞれ8.3年と10.9年です。

主要情報

Gerry Frost

最高経営責任者

US$2.4m

報酬総額

CEO給与比率33.89%
CEO在任期間12.7yrs
CEOの所有権0.7%
経営陣の平均在職期間8.3yrs
取締役会の平均在任期間10.9yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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
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新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

AMERISAFE の収益と比較して、Gerry Frost の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$46m

Dec 31 2025US$2mUS$803k

US$47m

Sep 30 2025n/an/a

US$50m

Jun 30 2025n/an/a

US$50m

Mar 31 2025n/an/a

US$47m

Dec 31 2024US$2mUS$752k

US$55m

Sep 30 2024n/an/a

US$61m

Jun 30 2024n/an/a

US$57m

Mar 31 2024n/an/a

US$62m

Dec 31 2023US$2mUS$719k

US$62m

Sep 30 2023n/an/a

US$64m

Jun 30 2023n/an/a

US$65m

Mar 31 2023n/an/a

US$56m

Dec 31 2022US$2mUS$698k

US$56m

Sep 30 2022n/an/a

US$38m

Jun 30 2022n/an/a

US$46m

Mar 31 2022n/an/a

US$64m

Dec 31 2021US$2mUS$681k

US$66m

Sep 30 2021n/an/a

US$91m

Jun 30 2021n/an/a

US$95m

Mar 31 2021n/an/a

US$95m

Dec 31 2020US$2mUS$678k

US$87m

Sep 30 2020n/an/a

US$92m

Jun 30 2020n/an/a

US$90m

Mar 31 2020n/an/a

US$84m

Dec 31 2019US$2mUS$630k

US$93m

報酬と市場: Gerryの 総報酬 ($USD 2.37M ) は、 US市場 ($USD 2.72M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Gerryの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Gerry Frost (54 yo)

12.7yrs
在職期間
US$2,369,553
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Gerry Frost
President12.7yrsUS$2.37m0.69%
$ 4.1m
Kathryn Shirley
Executive VP14yrsUS$795.65k0.13%
$ 776.2k
Raymond Wise
Executive VP & Chief Sales Officer2.8yrsUS$886.41k0.035%
$ 205.7k
Vincent Gagliano
Executive VP & Chief Risk Officer16.7yrsUS$928.88k0.17%
$ 988.6k
Guillermo Ramos
CFO & Executive VPno dataデータなしデータなし
Henry Lestage
Executive VP & Chief Claims Officer25.7yrsデータなしデータなし
Angela Pearson
Senior VP & Controller14.3yrsデータなしデータなし
Nancy Hunt
Senior Vice President of Underwriting Operations3.8yrsデータなしデータなし
Michael Cobb
Senior Vice President of Safety Operations2.6yrsデータなしデータなし
James Fletcher
Senior Vice President of Risk Servicesless than a yearデータなしデータなし
8.3yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: AMSFの経営陣は経験豊富で経験豊富です(平均在職期間は8.3年)。


取締役

名称ポジション在職期間報酬所有権
Gerry Frost
President10.1yrsUS$2.37m0.69%
$ 4.1m
Sean Traynor
Independent Director6.2yrsUS$144.99k0.086%
$ 501.3k
Philip Garcia
Independent Director16.3yrsUS$164.99k0.13%
$ 780.9k
Teri Fontenot
Independent Director10.3yrsUS$152.49k0.062%
$ 365.9k
Billy Greer
Independent Director4.2yrsUS$149.99k0.035%
$ 204.5k
Jared Morris
Independent Chairman20.7yrsUS$202.49k0.45%
$ 2.6m
Randall Roach
Independent Director19.2yrsUS$159.99k0.088%
$ 518.1k
Michael Brown
Independent Director11.5yrsUS$164.99k0.072%
$ 420.9k
10.9yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: AMSFの 取締役会 は経験豊富で 経験豊富 です ( 10.9年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 20:51
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

AMERISAFE, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Randy BinnerB. Riley Securities, Inc.
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Meyer ShieldsKeefe, Bruyette, & Woods