Palomar Holdings, Inc.

NasdaqGS:PLMR 株式レポート

時価総額：US$3.1b

Palomar Holdings 将来の成長

Future 基準チェック /36

Palomar Holdings利益と収益がそれぞれ年間15.2%と18.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に23.6% 14.1%なると予測されています。

主要情報

15.2%

収益成長率

14.13%

EPS成長率

Insurance 収益成長1.9%
収益成長率18.7%
将来の株主資本利益率23.61%
アナリストカバレッジ

Good

最終更新日12 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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
分析記事 • 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
分析記事 • 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...
分析記事 • 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...
User avatar
新しいナラティブ • 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.
分析記事 • 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...
分析記事 • Jun 14

Market Participants Recognise Palomar Holdings, Inc.'s (NASDAQ:PLMR) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...

業績と収益の成長予測

NasdaqGS:PLMR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: PLMRの予測収益成長率 (年間15.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: PLMRの収益 ( 15.2% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: PLMRの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: PLMRの収益 ( 18.7% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: PLMRの収益 ( 18.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: PLMRの 自己資本利益率 は、3年後には高くなると予測されています ( 23.6 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/21 02:04
終値2026/05/21 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やYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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

Palomar Holdings, Inc. 8 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。11

アナリスト機関
Tracy Dolin-BenguiguiBarclays
Tracy Dolin-BenguiguiBarclays
Matthew CarlettiCitizens JMP Securities, LLC