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Palomar Holdings, Inc. Stock Price

NasdaqGS:PLMR Community·US$3.0b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 57 Fair Values set on narratives written by author

PLMR Share Price Performance

US$114.85
-47.45 (-29.24%)
US$154.17
Fair Value
US$114.85
-47.45 (-29.24%)
25.5% undervalued intrinsic discount
US$154.17
Fair Value
Price US$114.85
AnalystConsensusTarget US$154.17
WisetoWealth US$590.17

PLMR Community Narratives

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Fair Value US$154.17 25.5% undervalued intrinsic discount

PLMR: Resilient Earnings And Buyback Program Will Drive Renewed Momentum

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Fair Value
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Fair Value US$590.17 80.5% undervalued intrinsic discount

Steady Growth in Specialty Insurance with Capital Discipline

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US$590.17
80.5% undervalued intrinsic discount
Fair Value
Revenue
44% p.a.
Profit Margin
35%
Future PE
20.81x
Price in 2030
US$819.12

Trending Discussion

Updated Narratives

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Steady Growth in Specialty Insurance with Capital Discipline

Fair Value: US$590.17 80.5% undervalued intrinsic discount
3 users have set this as their fair value
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PLMR: Expanded Reinsurance Capacity And Guidance Increase Will Support Pricing Upside

Fair Value: US$154.17 25.5% undervalued intrinsic discount
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Snowflake Analysis

Solid track record with adequate balance sheet.

1 Risk
4 Rewards

Palomar Holdings, Inc. Key Details

US$980.3m

Revenue

US$698.6m

Cost of Revenue

US$281.7m

Gross Profit

US$84.6m

Other Expenses

US$197.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
7.44
28.73%
20.11%
31.0%
View Full Analysis

About PLMR

Founded
2013
Employees
439
CEO
D. Armstrong
WebsiteView website
plmr.com

Palomar Holdings, Inc., a specialty insurance company, provides property and casualty insurance to individuals and businesses in the United States. The company offers personal and commercial specialty insurance products, including residential and commercial earthquake; fronting; and inland marine and other property products, such as inland marine, Hawaii hurricane, excess national property, residential flood, and other property products, as well as assumed reinsurance and crop insurance products. It markets and distributes its products through retail agents, program administrators, wholesale brokers, and strategic partnerships. The company was formerly known as GC Palomar Holdings and changed its name to Palomar Holdings, Inc. The company was incorporated in 2013 and is headquartered in La Jolla, California.

Recent PLMR News & Updates

Seeking Alpha Jun 09

Palomar: Prospects Have Brightened After Investor Event

Summary I retain my 'Buy' rating for Palomar Holdings, following my evaluation of management's disclosures at a recent investment conference. PLMR raised FY26 net profit guidance to $273M, implying a solid 26.3% growth, supported by reduced reinsurance pricing, portfolio diversification, and M&As. The company's FY2027/2028 margins are expected to be favorably impacted by operating leverage as it moves past the peak investment phase. Read the full article on Seeking Alpha
Narrative Update Jun 05

PLMR: Expanded Reinsurance Capacity And Guidance Increase Will Support Pricing Upside

Analysts have nudged the base case fair value for Palomar Holdings to $154.17 from $155.33, reflecting updated assumptions for revenue growth, profit margins and future P/E, alongside recent price target revisions clustered around $150 to $162 following changes in reinsurance coverage and guidance. Analyst Commentary Recent research on Palomar Holdings clusters around updated price targets in the US$150 to US$162 range, with analysts reacting to new reinsurance arrangements, revised guidance and the latest quarterly update.

Recent updates

No updates