Kinsale Capital Group, Inc.

NYSE:KNSL 주식 리포트

시가총액: US$7.2b

Kinsale Capital Group 향후 성장

Future 기준 점검 1/6

Kinsale Capital Group 의 수익은 연간 1% 감소할 것으로 예상되는 반면, 연간 수익은 3.2% 로 증가할 것으로 예상됩니다. EPS는 연간 1.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20.9% 로 예상됩니다.

핵심 정보

-1.0%

이익 성장률

1.12%

EPS 성장률

Insurance 이익 성장2.2%
매출 성장률3.2%
향후 자기자본이익률20.91%
애널리스트 커버리지

Good

마지막 업데이트16 Jun 2026

최근 향후 성장 업데이트

분석 기사 • Feb 15

Kinsale Capital Group, Inc. (NYSE:KNSL) Just Released Its Full-Year Results And Analysts Are Updating Their Estimates

It's been a mediocre week for Kinsale Capital Group, Inc. ( NYSE:KNSL ) shareholders, with the stock dropping 10% to...
분석 기사 • Oct 28

Kinsale Capital Group, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Kinsale Capital Group, Inc. ( NYSE:KNSL ) just released its third-quarter report and things are looking bullish. It was...

Recent updates

내러티브 업데이트 • Jun 10

KNSL: Underwriting Discipline In Higher Risk Niches Will Support Long Term Upside

Analysts have trimmed their price targets on Kinsale Capital Group, with several recent cuts bringing the consensus closer to $330. This reflects concerns that slower premium growth and expectations for softer pricing could limit the stock's upside potential.
Seeking Alpha • Jun 04

Kinsale Capital: The Selloff Is About Growth, Not Underwriting

Summary Kinsale Capital has sold off sharply, but core underwriting profitability and return on equity remain robust. KNSL’s premium growth slowdown, especially in large commercial property, has pressured valuation, yet ex-Commercial Property growth and demand indicators remain positive. Management prioritizes underwriting discipline over chasing premium volume, maintaining sub-80 combined ratios and low-20s ROE despite competitive pressures. Valuation multiples have compressed to more defensible levels, making KNSL a cautious buying opportunity for investors comfortable with slower growth. Read the full article on Seeking Alpha
내러티브 업데이트 • May 27

KNSL: Underwriting Discipline In Higher Risk Niches Will Support Future Returns

Analysts have trimmed their price targets on Kinsale Capital Group, with the modeled fair value edging from about $356.89 to $354.67 as they factor in softer premium growth expectations and group wide target resets across property and casualty insurers. Analyst Commentary Recent Street research on Kinsale Capital Group has tilted cautious, with several firms trimming price targets and, in some cases, lowering ratings as they reset expectations following the latest quarterly earnings season for property and casualty insurers.
내러티브 업데이트 • May 06

KNSL: Underwriting Discipline And Dividends Will Support Returns In A Tougher Cycle

Analysts have trimmed the Kinsale Capital Group fair value estimate from $377.11 to $356.89 as they factor in slower expected revenue growth, a slightly lower profit margin and a somewhat higher discount rate, while keeping future P/E assumptions broadly in line with prior views. Analyst Commentary Recent research on Kinsale Capital Group has become more cautious, with several firms cutting price targets and, in some cases, downgrading ratings as they reassess growth, margins and competitive pressure in the current underwriting cycle.
새로운 내러티브 • Apr 23

AI-Driven Cost Advantage And Growing Float Will Support Long-Term Earnings Power

Catalysts About Kinsale Capital Group Kinsale Capital Group focuses on excess and surplus lines insurance, using a low cost model and specialist underwriting to target smaller, harder to place risks. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Apr 21

KNSL: Underwriting Discipline And Dividends Will Balance Slower Premium Momentum In Competitive Conditions

Analysts have reduced the Kinsale Capital Group price target by about $19 to $377, reflecting updated views on slower premium growth, slightly softer margins, and a lower future P/E multiple following a recent series of downgrades and target cuts across the Street. Analyst Commentary Recent research on Kinsale Capital Group has become more cautious, with several firms lowering ratings and trimming price targets after slower premium growth, softer margins, and a reset in earnings expectations.
새로운 내러티브 • Apr 08

AI And Litigation Risks Will Eventually Erode Margins And Pressure Future Earnings

Catalysts About Kinsale Capital Group Kinsale Capital Group focuses on excess and surplus lines insurance, targeting smaller and often more complex accounts across multiple property and casualty niches. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Apr 07

KNSL: Underwriting Discipline And Dividends Will Support Returns In More Competitive P&C Conditions

Analysts have reduced their average price target on Kinsale Capital Group by about $11 to $396, reflecting a more cautious outlook on revenue growth and sector sentiment after several recent downgrades and target cuts. Analyst Commentary Recent research on Kinsale Capital Group shows a split between analysts who still see support for the long term story and those who are more cautious on growth, competition, and valuation after the latest earnings and sector moves.
내러티브 업데이트 • Mar 24

KNSL: Underwriting Discipline And Payouts Will Support Upside In Softer P&C Conditions

Analysts have trimmed their average price target for Kinsale Capital Group from about $422 to roughly $407, reflecting slightly lower fair value and revenue growth expectations along with a modestly reduced future P/E multiple. Analyst Commentary Recent research has shifted toward a more cautious stance on Kinsale Capital Group, with several firms trimming price targets and some moving to more negative ratings as they reassess growth, profitability, and sector risks.
내러티브 업데이트 • Mar 10

KNSL: Underwriting Discipline And Buybacks Will Support Upside In Softer P&C Conditions

Kinsale Capital Group's updated fair value estimate has moved to $422.40 from $433.40, as analysts trim price targets on expectations for slower premium growth, partially offset by slightly higher projected profit margins and a modestly lower future P/E of 21.17 from 21.80. Analyst Commentary Recent research on Kinsale Capital highlights a mix of optimism about profitability and caution around growth and sector headwinds, which is feeding into the latest fair value adjustments.
내러티브 업데이트 • Feb 23

KNSL: Underwriting And Capital Returns Will Support Upside In Softer P&C Conditions

Narrative Update: Kinsale Capital Group The updated analyst price target for Kinsale Capital Group moves lower by about $24. This reflects reduced fair value assumptions tied to slower expected revenue growth and slightly lower future P/E multiples, even as analysts factor in a modestly higher profit margin outlook.
분석 기사 • Feb 15

Kinsale Capital Group, Inc. (NYSE:KNSL) Just Released Its Full-Year Results And Analysts Are Updating Their Estimates

It's been a mediocre week for Kinsale Capital Group, Inc. ( NYSE:KNSL ) shareholders, with the stock dropping 10% to...
내러티브 업데이트 • Feb 07

KNSL: Underwriting Strength And Capital Returns Will Face Softer P&C Conditions

Analysts kept their fair value estimate for Kinsale Capital Group steady at about $458 per share, with recent price target cuts from around US$536 to US$500 and reductions to US$480 and US$415 reflecting concerns about softening property and casualty pricing, rising loss costs, and a demanding P/E multiple, despite strong underwriting margins. Analyst Commentary Recent research on Kinsale Capital highlights a mix of optimism around the franchise and caution around the setup for specialty property and casualty insurance over the next few years.
내러티브 업데이트 • Jan 23

KNSL: Underwriting Margins And Buybacks Will Confront Softer P&C Cycle

The analyst price target for Kinsale Capital Group has inched higher by about $1 to $457.8, as analysts factor in updated Street research that reflects mixed price target revisions, ongoing strength in underwriting margins, and cautious views on broader property and casualty pricing trends. Analyst Commentary Recent research on Kinsale Capital Group reflects a split view, with some firms encouraged by the company’s underwriting track record and others more focused on slowing growth and sector wide pricing pressures in property and casualty insurance.
내러티브 업데이트 • Jan 09

KNSL: Underwriting Strength Will Confront Softer P&C Cycle Into 2026

Analysts have trimmed their fair value estimate for Kinsale Capital Group from $461.00 to $456.60, reflecting a series of reduced price targets as they factor in softer P&C pricing trends, sector wide valuation pressure, and modest tweaks to growth and profitability assumptions. Analyst Commentary Recent research updates on Kinsale Capital Group point to a mixed setup, with price targets moving lower but views on execution quality and valuation drivers still split between more optimistic and more cautious camps.
내러티브 업데이트 • Dec 23

KNSL: Exceptional Underwriting Margins Will Continue To Drive Strong Earnings Through 2026

Analysts have nudged their price target for Kinsale Capital modestly lower, trimming fair value by about $4 to roughly $461. They are balancing still exceptional underwriting profitability and slightly faster growth assumptions with a more cautious stance on valuation multiples amid softening property and casualty cycles.
내러티브 업데이트 • Dec 09

KNSL: Strong Underwriting Margins Will Support Earnings Compounding Through 2026

Analysts have modestly trimmed their price targets on Kinsale Capital Group, with our fair value estimate easing by about $6 to roughly $465. This reflects a softer property and casualty cycle and sector-wide valuation pressure, despite still robust underwriting margins and improving profitability metrics.
내러티브 업데이트 • Nov 25

KNSL: Continued Strong Underwriting Margins Will Sustain Premium Momentum Into 2025

Kinsale Capital Group's analyst price target decreased slightly by approximately $1 to about $470.89. Analysts cite slowing growth expectations and recent valuation pressures following quarterly updates in the property and casualty insurance sector.
내러티브 업데이트 • Nov 10

KNSL: Ongoing Premium Momentum Will Drive Outperformance Amid Sector Headwinds

The analyst price target for Kinsale Capital Group was lowered by $18 to $472. Analysts cited a combination of modest valuation pressure in the property and casualty insurance sector, along with minor adjustments to growth and margin forecasts.
분석 기사 • Oct 28

Kinsale Capital Group, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Kinsale Capital Group, Inc. ( NYSE:KNSL ) just released its third-quarter report and things are looking bullish. It was...
내러티브 업데이트 • Oct 27

Market Pressures Will Shape Opportunity Landscape Amid Ongoing Sector Transition

Analysts have lowered their price target for Kinsale Capital Group by approximately $9, citing recent pressures across the sector that have affected valuations, as well as slightly weaker growth forecasts in revenue and profit margins. Analyst Commentary Recent analyst updates on Kinsale Capital Group reflect both optimism about the company's long-term earnings prospects and caution regarding near-term sector dynamics and growth headwinds.
분석 기사 • Aug 24

Getting In Cheap On Kinsale Capital Group, Inc. (NYSE:KNSL) Is Unlikely

Kinsale Capital Group, Inc.'s ( NYSE:KNSL ) price-to-earnings (or "P/E") ratio of 23.8x might make it look like a sell...
분석 기사 • Jun 27

Here's Why We Think Kinsale Capital Group (NYSE:KNSL) Is Well Worth Watching

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha • Mar 04

Kinsale: Growth Prospects And Stock Underpricing To Drive Its Upside Potential

Summary Kinsale Capital Group shows robust revenue growth and stable margins, driven by strategic underwriting, portfolio diversification, and operational efficiency. KNSL's prudent investment in debt securities and technological innovation enhances its profitability and operational capacity despite market volatility and hurricane risks. The stock remains underpriced with a target price suggesting significant upside potential, supported by strong financial metrics and technical indicators. KNSL's solid balance sheet and high cash conversion rate ensure liquidity and growth sustainability, making it a strong buy recommendation. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

Kinsale Q4 Earnings Preview: A Risky Long-Term Growth Play

Summary Kinsale Capital Group, Inc. excels in the E&S insurance segment, leveraging proprietary technology for superior underwriting and lower loss ratios compared to peers. Despite strong fundamentals and growth, Kinsale's premium valuation reflects its performance, trading at 8x book value, which may seem overvalued relative to peers. The company’s recent financials show strong growth, with Q3 2024 premiums up 18.5% YoY and net income up 50% YoY, maintaining high profitability. Kinsale's future growth is supported by expanding into new insurance lines and embracing AI for better risk management, though KNSL stock remains volatile. Read the full article on Seeking Alpha
Seeking Alpha • Dec 01

Kinsale Capital: A Policy Of Continued Growth

Summary Kinsale Capital's disciplined underwriting, low-cost model, and tech focus ensure sustained profitability and a competitive edge in the E&S market despite increased competition. Q3'24 results exceeded expectations with a 27% EPS increase and 19% growth in gross written premiums, showcasing strong operational efficiency and investment income growth. Despite decelerating growth in gross written premiums, Kinsale's combined ratio of 75.7% and 28.2% nine-month annualized ROE highlight its profitability and market resilience. Valued at an EV/EBITDA multiple of 22.9x, below its historical average, Kinsale remains attractively priced for long-term growth, supported by its unique market position and robust business model. Read the full article on Seeking Alpha
Seeking Alpha • Nov 07

Kinsale Capital: Strong Results, Approaching Fair Valuation

Summary Kinsale Capital specializes in the Excess & Surplus (E&S) insurance market, known for its speed in providing policies and its efficiency. Their competitive advantages keep their combined ratio between 76-80%, one of the lowest in the industry, and their ROE quite high. One of Kinsale's key strengths lies in the experience of its founder Michael Kehoe and his management team, who have over 30 years in the industry. Even with revenue growing at 39% annually over the past decade, their market share is still under 2%. Read the full article on Seeking Alpha
Seeking Alpha • Sep 17

Kinsale Capital's Winning Formula: Technology And Underwriting Excellence

Summary Kinsale Capital's moat is built by its advanced technology and disciplined underwriting, enabling efficient, low-cost operations in the E&S insurance market. The company's low combined ratio and superior underwriting efficiency provide a significant competitive edge. Despite a premium valuation, Kinsale's growth potential in the expanding E&S market justifies holding the stock. While Kinsale's stock is richly but fairly valued, its robust growth and market share gains make it a strong long-term investment, meriting a hold rating. Read the full article on Seeking Alpha
User avatar
새로운 내러티브 • Aug 22

A Strategic Leap Forward In The E&S Market

Kinsale Capital Group's strategic focus on small accounts in the E&S market and technological cost management hints at strong potential for revenue growth and margin improvement.

이익 및 매출 성장 예측

NYSE:KNSL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20282,1115151,1441,1212
12/31/20272,0064921,0391,0488
12/31/20261,9094719881,0079
3/31/20261,9175271,0141,063N/A
12/31/20251,8745049901,044N/A
9/30/20251,8034749611,015N/A
6/30/20251,723447940986N/A
3/31/20251,638405963996N/A
12/31/20241,588415952976N/A
9/30/20241,527409961975N/A
6/30/20241,423371916926N/A
3/31/20241,334351865873N/A
12/31/20231,224308853860N/A
9/30/20231,121272742749N/A
6/30/20231,029229694703N/A
3/31/2023917183625633N/A
12/31/2022839159551558N/A
9/30/2022774140556562N/A
6/30/2022717144486491N/A
3/31/2022686152432438N/A
12/31/2021653153401407N/A
9/30/2021596143367375N/A
6/30/2021553121327342N/A
3/31/2021518115287312N/A
12/31/202046088247280N/A
9/30/202041368229266N/A
6/30/202036966206240N/A
3/31/202032450179204N/A
12/31/201931663N/A178N/A
9/30/201928050N/A145N/A
6/30/201926249N/A125N/A
3/31/201924445N/A116N/A
12/31/201822234N/A104N/A
9/30/201821635N/A91N/A
6/30/201820428N/A87N/A
3/31/201819426N/A83N/A
12/31/201718725N/A77N/A
9/30/201717640N/A82N/A
6/30/201716341N/A78N/A
3/31/201715227N/A73N/A
12/31/201614226N/A74N/A
9/30/201612610N/A77N/A
6/30/201611111N/A81N/A
3/31/20169622N/A80N/A
12/31/20158122N/A79N/A

애널리스트 향후 성장 전망

수입 대 저축률: KNSL 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1%).

수익 vs 시장: KNSL 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1%).

고성장 수익: KNSL 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: KNSL 의 수익(연간 3.2%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: KNSL 의 수익(연간 3.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: KNSL의 자본 수익률은 3년 후 20.9%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/17 02:51
종가2026/06/17 00:00
수익2026/03/31
연간 수익2025/12/31

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기업 재무제표10년
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시장 가격30년
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지분 구조10년
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분석가 소스

Kinsale Capital Group, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Michael ZaremskiBMO Capital Markets Equity Research
Joseph TumilloBofA Global Research
Ryan TunisCantor Fitzgerald & Co.