Palomar Holdings, Inc.

NasdaqGS:PLMR 株式レポート

時価総額:US$3.3b

Palomar Holdings マネジメント

マネジメント 基準チェック /34

Palomar Holdingsの CEO はMac Armstrongで、 Feb2014年に任命され、 の在任期間は 12.17年です。 の年間総報酬は$ 8.96Mで、 13.9%給与と86.1%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1.65%を直接所有しており、その価値は$ 54.37M 。経営陣と取締役会の平均在任期間はそれぞれ3.1年と6.2年です。

主要情報

Mac Armstrong

最高経営責任者

US$9.0m

報酬総額

CEO給与比率13.87%
CEO在任期間12.2yrs
CEOの所有権1.7%
経営陣の平均在職期間3.1yrs
取締役会の平均在任期間6.2yrs

経営陣の近況

Recent updates

Palomar Holdings: Strong Fundamentals, Yet Discounted Valuation

Mar 25

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.

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.

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.

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.

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.

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.

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.

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.

Here's Why We Think Palomar Holdings (NASDAQ:PLMR) Is Well Worth Watching

Aug 02
Here's Why We Think Palomar Holdings (NASDAQ:PLMR) Is Well Worth Watching

What You Can Learn From Palomar Holdings, Inc.'s (NASDAQ:PLMR) P/E

Jul 11
What You Can Learn From Palomar Holdings, Inc.'s (NASDAQ:PLMR) P/E

Here's Why Palomar Holdings, Inc.'s (NASDAQ:PLMR) CEO May Deserve A Raise

May 16
Here's Why Palomar Holdings, Inc.'s (NASDAQ:PLMR) CEO May Deserve A Raise

With EPS Growth And More, Palomar Holdings (NASDAQ:PLMR) Makes An Interesting Case

Apr 25
With EPS Growth And More, Palomar Holdings (NASDAQ:PLMR) Makes An Interesting Case

Palomar: Still Bullish Considering Recent M&A And Mid-Term Outlook

Apr 01

Upgrade: Analysts Just Made An Increase To Their Palomar Holdings, Inc. (NASDAQ:PLMR) Forecasts

Feb 16
Upgrade: Analysts Just Made An Increase To Their Palomar Holdings, Inc. (NASDAQ:PLMR) Forecasts

Palomar: Shining Star In The Insurance Sector

Jan 20

Palomar Holdings, Inc.'s (NASDAQ:PLMR) Price In Tune With Earnings

Jan 11
Palomar Holdings, Inc.'s (NASDAQ:PLMR) Price In Tune With Earnings

Palomar Holdings, Inc.'s (NASDAQ:PLMR) Earnings Haven't Escaped The Attention Of Investors

Sep 13
Palomar Holdings, Inc.'s (NASDAQ:PLMR) Earnings Haven't Escaped The Attention Of Investors
User avatar

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.

Here's Why We Think Palomar Holdings (NASDAQ:PLMR) Might Deserve Your Attention Today

Jul 14
Here's Why We Think Palomar Holdings (NASDAQ:PLMR) Might Deserve Your Attention Today

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

Jun 14
Market Participants Recognise Palomar Holdings, Inc.'s (NASDAQ:PLMR) Earnings

Palomar: Above-Expectations Q1 Results Point To A Positive Outlook

May 06

CEO報酬分析

Palomar Holdings の収益と比較して、Mac Armstrong 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
Dec 31 2025US$9mUS$1m

US$197m

Sep 30 2025n/an/a

US$176m

Jun 30 2025n/an/a

US$155m

Mar 31 2025n/an/a

US$134m

Dec 31 2024US$5mUS$997k

US$118m

Sep 30 2024n/an/a

US$109m

Jun 30 2024n/an/a

US$96m

Mar 31 2024n/an/a

US$88m

Dec 31 2023US$4mUS$850k

US$79m

Sep 30 2023n/an/a

US$72m

Jun 30 2023n/an/a

US$58m

Mar 31 2023n/an/a

US$55m

Dec 31 2022US$3mUS$850k

US$52m

Sep 30 2022n/an/a

US$50m

Jun 30 2022n/an/a

US$46m

Mar 31 2022n/an/a

US$44m

Dec 31 2021US$19mUS$846k

US$46m

Sep 30 2021n/an/a

US$27m

Jun 30 2021n/an/a

US$11m

Mar 31 2021n/an/a

US$11m

Dec 31 2020US$1mUS$598k

US$6m

Sep 30 2020n/an/a

US$19m

Jun 30 2020n/an/a

US$42m

Mar 31 2020n/an/a

US$37m

Dec 31 2019US$3mUS$500k

US$11m

報酬と市場: Macの 総報酬 ($USD 8.96M ) は、 US市場 ($USD 7.19M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Macの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Mac Armstrong

12.2yrs
在職期間
US$8,961,147
報酬

Mr. David McDonald Armstrong, also known as Mac, is CEO & Director of Palomar Specialty Insurance Company from 2025. Mr. Armstrong joined the Palomar Specialty Insurance Company in 2014. Mr. Armstrong is D...


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
D. Armstrong
Founder12.2yrsUS$8.96m1.65%
$ 54.4m
Jon Christianson
President4yrsUS$2.76m0.25%
$ 8.2m
Toshio Uchida
Chief Financial Officer8.6yrsUS$2.95m0.056%
$ 1.8m
Rodolphe Herve
Chief Operating Officer1.8yrsUS$1.70m0.010%
$ 341.9k
Jonathan Knutzen
Chief Risk Officer7yrsUS$2.26m0.10%
$ 3.4m
Elizabeth Seitz
EVP of Treasury & Financial Operations and Chief Accounting Officer2.3yrsデータなしデータなし
James Long
Chief Technology Officer1.6yrsデータなしデータなし
Angela Grant
Chief Legal Officer & Corporate Secretary5.4yrsUS$858.09k0.027%
$ 872.2k
Timothy Carter
Chief People Officer1.8yrsデータなし0.0049%
$ 161.1k
Kyle Morgan
Chief Strategy Officer1.3yrsデータなしデータなし
Jake Armstrong
Executive VP and Head of Marine & Property1.8yrsデータなしデータなし
Robert Beyerle
Chief Underwriting Officer4yrsデータなしデータなし
3.1yrs
平均在職期間
51.5yo
平均年齢

経験豊富な経営陣: PLMRの経営陣は 経験豊富 であると考えられます ( 3.1年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
D. Armstrong
Founder12.2yrsUS$8.96m1.65%
$ 54.4m
Thomas Bradley
Independent Director2.2yrsUS$244.99k0.023%
$ 750.9k
Martha Notaras
Independent Director6.2yrsUS$249.99k0.027%
$ 887.3k
Richard Taketa
Lead Independent Director7.1yrsUS$294.99k0.17%
$ 5.5m
Daryl Bradley
Independent Director5.9yrsUS$249.99k0.020%
$ 656.2k
Catriona Fallon
Independent Director6.9yrsUS$264.99k0.028%
$ 909.7k
Daina Middleton
Independent Director4.8yrsUS$249.99k0.021%
$ 680.9k
6.2yrs
平均在職期間
59yo
平均年齢

経験豊富なボード: PLMRの 取締役会経験豊富 であると考えられます ( 6.2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2026/04/30 14:48
終値2026/04/30 00:00
収益2025/12/31
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

Palomar Holdings, Inc. 7 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