James River Group Holdings Beheer
Beheer criteriumcontroles 2/4
De CEO James River Group Holdings is Frank D’Orazio, benoemd in Nov2020, heeft een ambtstermijn van 5.75 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 2.93M, bestaande uit 33.8% salaris en 66.2% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.65% van de aandelen van het bedrijf, ter waarde $ 1.25M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.3 jaar en 3.7 jaar.
Belangrijke informatie
Frank D’Orazio
Algemeen directeur
US$2.9m
Totale compensatie
| Percentage CEO-salaris | 33.81% |
| Dienstverband CEO | 5.8yrs |
| Eigendom CEO | 0.6% |
| Management gemiddelde ambtstermijn | 1.3yrs |
| Gemiddelde ambtstermijn bestuur | 3.7yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Aug 12
JRVR: Higher Reserve Risk And Competitive Pressures May Set Stage For Repricing
Analysts have lowered their average price target for James River Group Holdings to about $4.75 from $8.00, citing a higher perceived equity cost of capital and increased risks around reserve development in a more competitive small to middle market excess and surplus lines segment. What’s in the News for James River Group Holdings James River Group Holdings, Inc.
Narratiefupdate • Jul 06
JRVR: Lowered Price Outlook Will Still Support Future Upside Potential
Analysts have lowered their price target on James River Group Holdings from $8.00 to $4.75, citing a higher equity cost of capital, increased risk around adverse reserve development, and tougher competition in the small to middle market excess and surplus lines segment. Analyst Commentary Recent research on James River Group Holdings points to a more cautious stance from Wall Street, with price targets reset to reflect what analysts see as higher risk around reserves, funding costs, and competitive pressures.
Narratiefupdate • Jun 22
JRVR: Higher Equity Cost Of Capital Will Shape Reserve Risk Upside Potential
Analysts have cut their price target on James River Group Holdings to $4.75 from $8.00, pointing to a higher perceived equity cost of capital and concerns that more intense competition and potential adverse reserve development could weigh on the company. Analyst Commentary Recent research on James River Group Holdings reflects a more cautious tone, with several bearish analysts revisiting their assumptions around risk, growth prospects, and what they are willing to pay for the stock.Narratiefupdate • Jun 06
JRVR: Higher Equity Cost Of Capital Will Shape Future Return Potential
Analysts have cut their price target on James River Group Holdings from $8.00 to $4.75, citing a higher perceived equity cost of capital and increased concerns around adverse reserve development and competition in the small to middle market excess and surplus lines segment. Analyst Commentary Bearish analysts are becoming more cautious on James River Group Holdings, with recent research highlighting a mix of valuation pressure, reserve risk, and tougher competition in its core markets.Narratiefupdate • May 23
JRVR: Higher Reserve Risk May Set Stage For Future Repricing
Analysts have trimmed their average price target for James River Group Holdings from $8.00 to $4.75, citing a higher assumed cost of equity capital, greater perceived risk of adverse reserve development, and tougher competition in small to middle market excess and surplus lines as key reasons for the reset. Analyst Commentary Recent research points to a more cautious stance on James River Group Holdings, with the average price target reset to US$4.75.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.Analyse-artikel • 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 AlphaAnalyse-artikel • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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.Analyse-artikel • 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$24m |
| Mar 31 2026 | n/a | n/a | US$22m |
| Dec 31 2025 | US$3m | US$991k | US$42m |
| Sep 30 2025 | n/a | n/a | -US$81m |
| Jun 30 2025 | n/a | n/a | -US$121m |
| Mar 31 2025 | n/a | n/a | -US$112m |
| Dec 31 2024 | US$3m | US$967k | -US$101m |
| Sep 30 2024 | n/a | n/a | US$9m |
| Jun 30 2024 | n/a | n/a | US$71m |
| Mar 31 2024 | n/a | n/a | US$69m |
| Dec 31 2023 | US$3m | US$959k | US$51m |
| Sep 30 2023 | n/a | n/a | US$52m |
| Jun 30 2023 | n/a | n/a | US$24m |
| Mar 31 2023 | n/a | n/a | US$19m |
| Dec 31 2022 | US$3m | US$913k | US$26m |
| Sep 30 2022 | n/a | n/a | -US$59m |
| Jun 30 2022 | n/a | n/a | -US$76m |
| Mar 31 2022 | n/a | n/a | -US$60m |
| Dec 31 2021 | US$1m | US$850k | -US$85m |
| Sep 30 2021 | n/a | n/a | -US$127m |
| Jun 30 2021 | n/a | n/a | -US$77m |
| Mar 31 2021 | n/a | n/a | -US$62m |
| Dec 31 2020 | US$4m | US$142k | US$5m |
Compensatie versus markt: De totale vergoeding ($USD 2.93M ) Frank } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 1.50M ).
Compensatie versus inkomsten: De vergoeding van Frank is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Frank D’Orazio (58 yo)
5.8yrs
Tenure
US$2,930,288
Compensatie
Mr. Frank N. D'Orazio has been Chief Executive Officer and Director of James River Group Holdings, Ltd. since November 2, 2020. He joined James River Group Holdings, Ltd.in November 2020. Mr. D'Orazio was...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 5.8yrs | US$2.93m | 0.65% $ 1.2m | |
| Chief Financial Officer | 9.6yrs | US$2.03m | 0.24% $ 472.0k | |
| Chief Legal Officer | 5.3yrs | US$1.06m | 0.061% $ 118.4k | |
| Senior VP & Group Chief Underwriting Officer | 4.8yrs | US$1.42m | 0.087% $ 168.7k | |
| President of Excess & Surplus Lines Segment | 1.3yrs | US$995.09k | 0.20% $ 379.4k | |
| Senior VP for Investments & Investor Relations | 1.3yrs | geen gegevens | geen gegevens | |
| Principal Accounting Officer | no data | geen gegevens | 0.13% $ 247.4k | |
| Group Chief Information Officer | 1.1yrs | geen gegevens | geen gegevens | |
| Group Chief Human Resources Officer | 12.6yrs | geen gegevens | geen gegevens | |
| Group Chief Claims Officer | 1.3yrs | geen gegevens | geen gegevens | |
| President of Specialty Admitted Insurance Segment | less than a year | geen gegevens | geen gegevens | |
| Senior Vice President | less than a year | geen gegevens | geen gegevens |
1.3yrs
Gemiddelde duur
56.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van JRVR wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.3 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 5.8yrs | US$2.93m | 0.65% $ 1.2m | |
| Independent Director | 3.6yrs | geen gegevens | geen gegevens | |
| Independent Director | 4.8yrs | US$188.31k | 0.034% $ 66.2k | |
| Independent Non-Executive Director | 1.1yrs | US$86.88k | 0.012% $ 22.8k | |
| Independent Non-Executive Chairperson for the Board | 2.1yrs | US$225.27k | 0.085% $ 163.2k | |
| Independent Director | 4.8yrs | US$200.81k | 0.034% $ 65.6k | |
| Independent Director | 3.8yrs | US$188.31k | 0.054% $ 103.4k | |
| Independent Non-Executive Director | less than a year | geen gegevens | 0.040% $ 77.7k |
3.7yrs
Gemiddelde duur
65yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van JRVR wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.7 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/16 16:56 |
| Aandelenkoers aan het einde van de dag | 2026/08/14 00:00 |
| Inkomsten | 2026/06/30 |
| 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 analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u 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 7 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 |
| Charles Sebaski | BMO Capital Markets Equity Research |
| Cullen Johnson | B. Riley Securities, Inc. |