AMERISAFE 경영진
경영진 기준 점검 4/4
AMERISAFE CEO는 Gerry Frost, Sep2013 에 임명되었습니다 의 임기는 12.67 년입니다. 총 연간 보상은 $2.37M, 33.9% 급여 및 66.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $3.93M 가치에 해당하는 회사 주식의 0.69% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 8.3 년과 10.9 년입니다.
핵심 정보
Gerry Frost
최고경영자
US$2.4m
총 보수
| CEO 급여 비율 | 33.89% |
| CEO 재임 기간 | 12.7yrs |
| CEO 지분 보유율 | 0.7% |
| 경영진 평균 재임 기간 | 8.3yrs |
| 이사회 평균 재임 기간 | 10.9yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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
새 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$46m |
| Dec 31 2025 | US$2m | US$803k | US$47m |
| Sep 30 2025 | n/a | n/a | US$50m |
| Jun 30 2025 | n/a | n/a | US$50m |
| Mar 31 2025 | n/a | n/a | US$47m |
| Dec 31 2024 | US$2m | US$752k | US$55m |
| Sep 30 2024 | n/a | n/a | US$61m |
| Jun 30 2024 | n/a | n/a | US$57m |
| Mar 31 2024 | n/a | n/a | US$62m |
| Dec 31 2023 | US$2m | US$719k | US$62m |
| Sep 30 2023 | n/a | n/a | US$64m |
| Jun 30 2023 | n/a | n/a | US$65m |
| Mar 31 2023 | n/a | n/a | US$56m |
| Dec 31 2022 | US$2m | US$698k | US$56m |
| Sep 30 2022 | n/a | n/a | US$38m |
| Jun 30 2022 | n/a | n/a | US$46m |
| Mar 31 2022 | n/a | n/a | US$64m |
| Dec 31 2021 | US$2m | US$681k | US$66m |
| Sep 30 2021 | n/a | n/a | US$91m |
| Jun 30 2021 | n/a | n/a | US$95m |
| Mar 31 2021 | n/a | n/a | US$95m |
| Dec 31 2020 | US$2m | US$678k | US$87m |
| Sep 30 2020 | n/a | n/a | US$92m |
| Jun 30 2020 | n/a | n/a | US$90m |
| Mar 31 2020 | n/a | n/a | US$84m |
| Dec 31 2019 | US$2m | US$630k | US$93m |
보상 대 시장: Gerry의 총 보수(USD2.37M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.54M) 수준입니다.
보상과 수익: Gerry의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Gerry Frost (54 yo)
12.7yrs
재임 기간
US$2,369,553
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 12.7yrs | US$2.37m | 0.69% $ 3.9m | |
| Executive VP | 14yrs | US$795.65k | 0.13% $ 751.4k | |
| Executive VP & Chief Sales Officer | 2.8yrs | US$886.41k | 0.035% $ 199.2k | |
| Executive VP & Chief Risk Officer | 16.7yrs | US$928.88k | 0.17% $ 957.0k | |
| CFO & Executive VP | no data | 데이터 없음 | 데이터 없음 | |
| Executive VP & Chief Claims Officer | 25.7yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP & Controller | 14.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Underwriting Operations | 3.8yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Safety Operations | 2.6yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Risk Services | less than a year | 데이터 없음 | 데이터 없음 |
8.3yrs
평균 재임 기간
54yo
평균 나이
경험이 풍부한 관리: AMSF의 경영진은 노련하고 경험이 풍부합니다(평균 재임 8.3 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 10.1yrs | US$2.37m | 0.69% $ 3.9m | |
| Independent Director | 6.2yrs | US$144.99k | 0.086% $ 485.4k | |
| Independent Director | 16.3yrs | US$164.99k | 0.13% $ 756.0k | |
| Independent Director | 10.3yrs | US$152.49k | 0.062% $ 354.2k | |
| Independent Director | 4.2yrs | US$149.99k | 0.035% $ 198.0k | |
| Independent Chairman | 20.7yrs | US$202.49k | 0.45% $ 2.6m | |
| Independent Director | 19.2yrs | US$159.99k | 0.088% $ 501.6k | |
| Independent Director | 11.5yrs | US$164.99k | 0.072% $ 407.4k |
10.9yrs
평균 재임 기간
60yo
평균 나이
경험이 풍부한 이사회: AMSF의 이사회는 노련하고 경험이 풍부합니다(평균 재임 10.9 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 14:35 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
AMERISAFE, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Randy Binner | B. Riley Securities, Inc. |
| Matthew Carletti | Citizens JMP Securities, LLC |
| Meyer Shields | Keefe, Bruyette, & Woods |