James River Group Holdings Toekomstige groei
Future criteriumcontroles 3/6
De omzet van James River Group Holdings zal naar verwachting met 2.7% per jaar dalen, terwijl de jaarlijkse winst naar verwachting met 36.3% per jaar zal groeien.
Belangrijke informatie
36.3%
Groei van de winst
n/a
Groei van de winst per aandeel
| Insurance winstgroei | 2.0% |
| Inkomstengroei | -2.7% |
| Toekomstig rendement op eigen vermogen | 10.76% |
| Dekking van analisten | Low |
| Laatst bijgewerkt | 19 May 2026 |
Recente toekomstige groei-updates
Recent updates
Narratiefupdate • Apr 30
JRVR: Steady Assumptions And Low Future P/E Will Support Upside
Analysts have kept their $7.67 price target for James River Group Holdings unchanged, reflecting consistent views on fair value, discount rate, expected revenue trends, profit margins and future P/E assumptions. Valuation Changes Fair Value: $7.67 remains unchanged, indicating no adjustment to the estimated fair value per share.
Narratiefupdate • Apr 16
JRVR: Fair Value Outlook Will Weigh Softer Revenue And Margin Against Higher P/E
Analysts have lifted their price target for James River Group Holdings to $7.00, a change they link to updated assumptions around a lower discount rate, a softer revenue contraction of about 0.73%, a slightly reduced profit margin near 12.84%, and a modestly higher future P/E of about 4.56x. Valuation Changes Fair Value: Model fair value remains at $7.00, indicating no change in the target output of the valuation.Narratiefupdate • Apr 02
JRVR: Stable Assumptions And Low Future P/E Will Support Upside
Analysts have kept their average price target for James River Group Holdings effectively unchanged at approximately $7.67. They cite largely stable views on fair value, discount rate, revenue trends, profit margins, and forward P/E assumptions.Narratiefupdate • Mar 18
JRVR: Higher Future P/E Will Support Upside Despite Weaker Profitability
Analysts have raised their price target for James River Group Holdings by around $0.60, reflecting updated views on fair value, discount rate, revenue growth assumptions, profit margins, and future P/E expectations. Valuation Changes Fair Value has been updated from about $7.06 to around $7.67, reflecting a slight increase.Narratiefupdate • Mar 04
JRVR: Fair Value View Will Balance Softer Outlook With Higher Future Multiple
Analysts have raised their fair value estimate for James River Group Holdings from $6.00 to $7.00, citing updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. Valuation Changes Fair Value: increased from $6.00 to $7.00, a rise of about 17% in the estimate.Analyseartikel • Sep 25
Many Still Looking Away From James River Group Holdings, Ltd. (NASDAQ:JRVR)
James River Group Holdings, Ltd.'s ( NASDAQ:JRVR ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty...Seeking Alpha • Sep 24
James River: Progress Has Been Made, But Still A Hold
Summary James River is executing a turnaround, focusing on its profitable Excess & Surplus insurance segment after divesting unprofitable units. JRVR trades at 0.5x book value, with the E&S segment showing strong combined ratios, but overall profitability remains elusive as the consolidated combined ratio is above 100%. DCF valuation and analyst consensus suggest moderate upside, with a fair value estimate of $6.87/share and a consensus price target of $7.06, but risks persist. Given ongoing risks and the need for sustained profitability, JRVR is rated a 'Hold' until it demonstrates consistent positive combined ratios and improved investment income. Read the full article on Seeking AlphaAnalyseartikel • May 21
James River Group Holdings, Ltd. (NASDAQ:JRVR) Stock Rockets 26% But Many Are Still Ignoring The Company
James River Group Holdings, Ltd. ( NASDAQ:JRVR ) shares have had a really impressive month, gaining 26% after a shaky...Seeking Alpha • Mar 09
James River: Time To Average Down
Summary James River still has an excellent E&S franchise business that may eventually show earnings. Recent net losses are temporary, driven by expected reinsurance contract costs and preferred share redemption. E&S insurance market remains robust, with James River benefiting from improved underwriting and lower loss ratios that positions it for future profitability. Shares are still a buy with a new price target of $7. Read the full article on Seeking AlphaAnalyseartikel • Mar 05
James River Group Holdings, Ltd. (NASDAQ:JRVR) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny
The James River Group Holdings, Ltd. ( NASDAQ:JRVR ) share price has fared very poorly over the last month, falling by...Analyseartikel • Mar 05
Not Many Are Piling Into James River Group Holdings, Ltd. (NASDAQ:JRVR) Stock Yet As It Plummets 27%
James River Group Holdings, Ltd. ( NASDAQ:JRVR ) shareholders that were waiting for something to happen have been dealt...Seeking Alpha • Dec 03
James River: Exploring Strategic Alternatives, New Partnerships, And Very Cheap
Summary James River Group Holdings runs different insurance companies, and focuses on underwriting small and middle market casualty risks. James River Group Holdings appears undervalued despite recent negative net income, driven by asset write-downs from the Casualty Reinsurance segment sale and strategic alternatives' exploration. Despite challenges, JRVR’s proven business model and conservative EPS forecasts suggest potential for net income growth and stock price recovery. Strategic moves, including a partnership with Enstar Group and potential U.S. tax reductions, could enhance JRVR’s financial position and stock price. Read the full article on Seeking AlphaSeeking Alpha • Nov 24
James River: The Market Has Overreacted
Summary Despite a 40% stock drop and negative earnings, I believe James River Group is undervalued and reiterate a buy rating with a $9 price target. Recent losses are attributed to a one-time $52.2 million excess consideration payment, with management taking steps to de-risk and capitalize on E&S market trends. Major industry players like Gallatin Point and Enstar Group are investing significantly in James River, signaling confidence in its long-term potential. Investors must endure short-term pain for potential long-term gains, as James River continues its transformation into a pure-play E&S insurance business. Read the full article on Seeking AlphaAnalyseartikel • Nov 14
Investors Don't See Light At End Of James River Group Holdings, Ltd.'s (NASDAQ:JRVR) Tunnel And Push Stock Down 29%
To the annoyance of some shareholders, James River Group Holdings, Ltd. ( NASDAQ:JRVR ) shares are down a considerable...
Nieuw narratief • Sep 26
E&S Segment Innovations And Critical Reviews Propel Profitable Growth And Market Adaptability
Implementing a combined adverse development cover and loss portfolio transfer reduces reserve volatility, stabilizing earnings and allowing focus on profitable growth.Analyseartikel • Aug 09
James River Group Holdings' (NASDAQ:JRVR) Dividend Will Be $0.05
The board of James River Group Holdings, Ltd. ( NASDAQ:JRVR ) has announced that it will pay a dividend on the 30th of...Seeking Alpha • Jul 30
James River Group: Potential Upside Requires Patience
Summary James River stock has only increased 9% since buy rating in March 2024, but potential value remains underestimated by the market. The JRG Re sale has lifted burdens, improving profitability and underwriting results, signaling a potential turnaround for James River. E&S market growth remains steady, making James River an attractive investment. Shares are still a buy with a price target of $14. Read the full article on Seeking AlphaAnalyseartikel • May 14
James River Group Holdings (NASDAQ:JRVR) Is Due To Pay A Dividend Of $0.05
James River Group Holdings, Ltd. ( NASDAQ:JRVR ) has announced that it will pay a dividend of $0.05 per share on the...Seeking Alpha • Mar 19
James River Group: Why The Valuation Gap Should Close
Summary Global Indemnity's $15 per share all-stock offer for James River Group suggests that the company is undervalued. James River specializes in underwriting excess and surplus lines insurance, which accounts for a significant portion of their premiums. The company is turning around quite nicely with a hard market behind its back, creating strong future underwriting profits. Shares are a buy with a price target of $14. Read the full article on Seeking AlphaAnalyseartikel • Mar 14
James River Group Holdings, Ltd. (NASDAQ:JRVR) Might Not Be As Mispriced As It Looks After Plunging 33%
James River Group Holdings, Ltd. ( NASDAQ:JRVR ) shareholders won't be pleased to see that the share price has had a...Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 615 | 77 | N/A | N/A | 1 |
| 12/31/2027 | 627 | 63 | N/A | N/A | 2 |
| 12/31/2026 | 628 | 49 | N/A | N/A | 2 |
| 3/31/2026 | 667 | 22 | 28 | 32 | N/A |
| 12/31/2025 | 688 | 42 | -24 | -19 | N/A |
| 9/30/2025 | 647 | -81 | 10 | 15 | N/A |
| 6/30/2025 | 665 | -121 | -294 | -289 | N/A |
| 3/31/2025 | 679 | -112 | -328 | -323 | N/A |
| 12/31/2024 | 708 | -101 | -252 | -247 | N/A |
| 9/30/2024 | 797 | 9 | -270 | -264 | N/A |
| 6/30/2024 | 816 | 71 | 55 | 61 | N/A |
| 3/31/2024 | 822 | 69 | 87 | 93 | N/A |
| 12/31/2023 | 810 | 51 | 82 | 88 | N/A |
| 9/30/2023 | 667 | 52 | 145 | 152 | N/A |
| 6/30/2023 | 658 | 24 | 119 | 126 | N/A |
| 3/31/2023 | 648 | 19 | 169 | 177 | N/A |
| 12/31/2022 | 662 | 26 | 215 | 223 | N/A |
| 9/30/2022 | 795 | -59 | 308 | 316 | N/A |
| 6/30/2022 | 785 | -76 | -689 | -681 | N/A |
| 3/31/2022 | 792 | -60 | -775 | -767 | N/A |
| 12/31/2021 | 609 | -85 | -920 | -914 | N/A |
| 9/30/2021 | 760 | -127 | -1,116 | -1,113 | N/A |
| 6/30/2021 | 746 | -77 | -233 | -231 | N/A |
| 3/31/2021 | 741 | -62 | -290 | -290 | N/A |
| 12/31/2020 | 669 | 5 | -274 | -274 | N/A |
| 9/30/2020 | 716 | 46 | 1,053 | 1,053 | N/A |
| 6/30/2020 | 770 | -6 | 1,285 | 1,285 | N/A |
| 3/31/2020 | 803 | -21 | 1,388 | 1,388 | N/A |
| 12/31/2019 | 907 | 38 | N/A | 1,489 | N/A |
| 9/30/2019 | 880 | 30 | N/A | 252 | N/A |
| 6/30/2019 | 874 | 74 | N/A | 194 | N/A |
| 3/31/2019 | 881 | 71 | N/A | 277 | N/A |
| 12/31/2018 | 886 | 64 | N/A | 290 | N/A |
| 9/30/2018 | 889 | 52 | N/A | 339 | N/A |
| 6/30/2018 | 885 | 43 | N/A | 307 | N/A |
| 3/31/2018 | 860 | 41 | N/A | 240 | N/A |
| 12/31/2017 | 818 | 44 | N/A | 208 | N/A |
| 9/30/2017 | 769 | 69 | N/A | 191 | N/A |
| 6/30/2017 | 699 | 80 | N/A | 189 | N/A |
| 3/31/2017 | 631 | 80 | N/A | 169 | N/A |
| 12/31/2016 | 586 | 74 | N/A | 154 | N/A |
| 9/30/2016 | 542 | 61 | N/A | 96 | N/A |
| 6/30/2016 | 524 | 59 | N/A | 98 | N/A |
| 3/31/2016 | 510 | 57 | N/A | 93 | N/A |
| 12/31/2015 | 505 | 53 | N/A | 120 | N/A |
| 9/30/2015 | 501 | 50 | N/A | 146 | N/A |
| 6/30/2015 | 479 | 48 | N/A | 131 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei JRVR ( 36.3% per jaar) ligt boven de spaarquote ( 3.5% ).
Winst versus markt: De winst van JRVR ( 36.3% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16.8% per jaar).
Hoge groeiwinsten: De winst van JRVR zal naar verwachting de komende 3 jaar aanzienlijk groeien.
Omzet versus markt: De omzet van JRVR zal naar verwachting de komende 3 jaar dalen ( -2.7% per jaar).
Hoge groei-inkomsten: De omzet van JRVR zal naar verwachting de komende 3 jaar dalen ( -2.7% per jaar).
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen JRVR zal naar verwachting over 3 jaar laag zijn ( 10.8 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/22 09:55 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
James River Group Holdings, Inc. wordt gevolgd door 8 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Tracy Dolin-Benguigui | Barclays |
| Tracy Dolin-Benguigui | Barclays |
| Charles Sebaski | BMO Capital Markets Equity Research |