Palomar Holdings, Inc.

NasdaqGS:PLMR 주식 리포트

시가총액: US$3.1b

Palomar Holdings 향후 성장

Future 기준 점검 3/6

Palomar Holdings (는) 각각 연간 15.2% 및 18.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 23.6% 로 예상됩니다.

핵심 정보

15.2%

이익 성장률

14.13%

EPS 성장률

Insurance 이익 성장2.0%
매출 성장률18.7%
향후 자기자본이익률23.61%
애널리스트 커버리지

Good

마지막 업데이트12 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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
새로운 내러티브 • 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.
분석 기사 • 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...
분석 기사 • 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...

이익 및 매출 성장 예측

NasdaqGS:PLMR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: PLMR 의 연간 예상 수익 증가율(15.2%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: PLMR 의 연간 수익(15.2%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: PLMR 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: PLMR 의 수익(연간 18.7%)이 US 시장(연간 11.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: PLMR 의 수익(연간 18.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: PLMR의 자본 수익률은 3년 후 23.6%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 19:10
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 소스

Palomar Holdings, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Tracy Dolin-BenguiguiBarclays
Tracy Dolin-BenguiguiBarclays
Matthew CarlettiCitizens JMP Securities, LLC