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JRVR logo

James River Group Holdings, Inc. Stock Price

NasdaqGS:JRVR Community·US$186.3m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 6 Fair Values set on narratives written by author
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JRVR Share Price Performance

US$3.95
-1.40 (-26.17%)
​
US$4.73
Fair Value
US$3.95
-1.40 (-26.17%)
16.4% undervalued intrinsic discount
US$4.73
Fair Value
Price US$3.95
AnalystConsensusTarget US$4.73
AnalystLowTarget US$4.75
AnalystHighTarget US$5.00
Wed, 26 Aug 26
Fair ValueUS$4.73
Share Pricen/a

JRVR Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$4.73 16.4% undervalued intrinsic discount

E&S Repositioning And US Redomicile Will Secure Lasting Value

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4users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$4.75 16.8% undervalued intrinsic discount

Tech, E&S Risks Will Plague Margins But Discipline Will Prevail

0users have liked this narrative
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0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$5 21.0% undervalued intrinsic discount

AI And Gig Economy Trends Will Expand Specialty Markets

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JRVR logo
James River Group Holdings
16.4% undervalued intrinsic discount

E&S Repositioning And US Redomicile Will Secure Lasting Value

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 26 Aug
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JRVR logo
James River Group Holdings
21.0% undervalued intrinsic discount

AI And Gig Economy Trends Will Expand Specialty Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 12 Aug
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JRVR logo
James River Group Holdings
16.8% undervalued intrinsic discount

Tech, E&S Risks Will Plague Margins But Discipline Will Prevail

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 22 Jun
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
JRVR logo

JRVR: Index Additions And Revised Outlook Will Support Future Upside Potential

Fair Value: US$4.73 16.4% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystHighTarget
JRVR logo

JRVR: Higher Reserve Risk And Competitive Pressures May Set Stage For Repricing

Fair Value: US$5 21.0% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystLowTarget
JRVR logo

JRVR: Higher Equity Cost Of Capital Will Shape Reserve Risk Upside Potential

Fair Value: US$4.75 16.8% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Undervalued with moderate growth potential.

0 Risks
4 Rewards
View Full Analysis

James River Group Holdings, Inc. Key Details

US$653.2m

Revenue

US$421.8m

Cost of Revenue

US$231.4m

Gross Profit

US$207.7m

Other Expenses

US$23.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.51
35.43%
3.63%
50.3%
View Full Analysis

About JRVR

Founded
2002
Employees
577
CEO
Frank D’Orazio
WebsiteView website
jrvrgroup.com

James River Group Holdings, Inc. provides specialty insurance services. It operates in Excess and Surplus Lines, and Specialty Admitted Insurance segments. The Excess and Surplus Lines segment offers commercial excess and surplus lines liability and excess property insurance products in the United States, Puerto Rico, and the United States Virgin Islands. This segment distributes its insurance policies primarily through wholesale insurance brokers. The Specialty Admitted Insurance segment provides insurance for fronting, program administrators, and managing general agents. The company was founded in 2002 and is based in Chapel Hill, North Carolina.

Recent JRVR News & Updates

Seeking Alpha • Sep 01

James River Group: Book Value Rose Because The Reserves Went Wrong

Summary James River Group Holdings is rated Sell at $4.11, with fair value estimated at $3–$3.5 per share. Reported tangible common equity growth is driven by deferred retroactive reinsurance gains, masking a 5.3% decline in actual tangible equity. All retroactive reinsurance covers are now exhausted, exposing JRVR to full adverse development going forward. Valuation is highly sensitive to reserve development; a deceleration could challenge the bearish thesis, but current risk/reward skews negative. Read the full article on Seeking Alpha

Recent updates

No updates

James River Group Holdings, Inc. Competitors

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Market cap: US$513.3m
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Symbol: NasdaqGS:GLRE
Market cap: US$492.2m
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Symbol: NasdaqGS:AMSF
Market cap: US$461.2m
View more competitors

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