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James River Group Holdings, Inc. Stock Price

NasdaqGS:JRVR Community·US$217.8m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 5 Fair Values set on narratives written by author

JRVR Share Price Performance

US$4.71
-1.08 (-18.65%)
US$5.38
Fair Value
US$4.71
-1.08 (-18.65%)
12.4% undervalued intrinsic discount
US$5.38
Fair Value
Price US$4.71
AnalystConsensusTarget US$5.38
AnalystLowTarget US$4.75
AnalystHighTarget US$6.00

JRVR Community Narratives

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Fair Value US$5.38 12.4% undervalued intrinsic discount

E&S Repositioning And US Redomicile Will Secure Lasting Value

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Fair Value US$4.75 0.8% undervalued intrinsic discount

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

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Fair Value US$6 21.5% undervalued intrinsic discount

AI And Gig Economy Trends Will Expand Specialty Markets

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US$4.75
0.8% undervalued intrinsic discount
Revenue
-3.06% p.a.
Profit Margin
14.61%
Future PE
3.22x
Price in 2029
US$6.06

Trending Discussion

No trending discussion available.

Updated Narratives

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JRVR: Lowered Price Outlook Will Still Support Future Upside Potential

Fair Value: US$5.38 12.4% undervalued intrinsic discount
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JRVR: Higher Equity Cost Of Capital Will Shape Reserve Risk Upside Potential

Fair Value: US$4.75 0.8% undervalued intrinsic discount
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JRVR: Higher Reserve Risk May Set Stage For Future Repricing

Fair Value: US$6 21.5% undervalued intrinsic discount
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Snowflake Analysis

Moderate growth potential with acceptable track record.

0 Risks
3 Rewards

James River Group Holdings, Inc. Key Details

US$666.7m

Revenue

US$435.8m

Cost of Revenue

US$230.9m

Gross Profit

US$208.7m

Other Expenses

US$22.2m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.48
34.63%
3.33%
50.6%
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

Narrative Update 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.
Narrative Update 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.

Recent updates

No updates