Lancashire Holdings Management
Management criteria checks 2/4
Lancashire Holdings' CEO is Alex Maloney, appointed in May 2014, has a tenure of 15.5 years. total yearly compensation is $9.15M, comprised of 12.8% salary and 87.2% bonuses, including company stock and options. directly owns 0.43% of the company’s shares, worth £6.15M. The average tenure of the management team and the board of directors is 10.8 years and 3.1 years respectively.
Key information
Alex Maloney
Chief executive officer
US$9.1m
Total compensation
| CEO salary percentage | 12.82% |
| CEO tenure | 12yrs |
| CEO ownership | 0.4% |
| Management average tenure | 10.8yrs |
| Board average tenure | 3.1yrs |
Recent management updates
Recent updates
LRE: Higher Required Return And P/E Reset Will Support Future Upside
The average analyst price target for Lancashire has been trimmed by about £0.06 as analysts factor in slightly lower fair value estimates, a modestly higher required return, and small adjustments to expected revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research shows several price target reductions on Lancashire, with updated targets including £6.76 and £5.90, alongside earlier cuts of £0.15, £0.18, and £0.20.LRE: Lowered P/E Basis Will Support Future Upside If Execution Holds
Analysts have reduced their average price targets for Lancashire, with recent changes from £7.25 to £6.76 and from £6.25 to £5.90, reflecting updated views on its fair value, growth assumptions and expected P/E multiples. Analyst Commentary Recent research updates show analysts converging on lower price targets for Lancashire, while still expressing different levels of confidence in the shares.LRE: Reset P/E Assumptions Will Frame Balanced Upside And Execution Risk
Analyst price targets for Lancashire have been reset lower, with recent updates moving from £7.25 to £6.76 and from £6.25 to £5.90 as analysts factor in adjusted fair value assumptions, as well as modest tweaks to profit expectations and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts still see upside to the current share price, even after trimming price targets.LRE: Reset P/E Framework Will Support Constructive Fair Value Upside Potential
Analysts have trimmed their price targets on Lancashire Holdings, with recent cuts from £7.25 to £6.76 and from £6.25 to £5.90. These changes reflect updated views on fair value, profit expectations and future P/E assumptions.LRE: Reset P/E Assumptions Will Support Constructive Fair Value Upside Potential
Analysts have trimmed their price targets for Lancashire, with recent updates moving from £7.25 and £6.25 to £6.76 and £5.90. They cite refreshed assumptions around fair value, revenue growth, profit margin and future P/E.LRE: Updated Assumptions And Investor Day Takeaways Will Guide Steady Outlook
Analysts have nudged their price target on Lancashire Holdings slightly higher to £6.82 from £6.77, reflecting updated fair value work while keeping discount rate assumptions steady and making only modest adjustments to revenue growth, profit margin and future P/E inputs. What's in the News Lancashire Holdings held an Analyst/Investor Day event, giving the market an opportunity to hear directly from management on the business and outlook, as well as update models around growth, profitability and capital use (Key Developments).LRE: Refined Assumptions And Investor Day Insights Will Shape Forward Expectations
Analysts have nudged their price target for Lancashire Holdings slightly lower, citing small adjustments to fair value estimates, discount rate assumptions and projected revenue growth, profit margin and future P/E levels. What's in the News Lancashire Holdings held an Analyst/Investor Day, giving the market a fresh look at its business, capital position and underwriting focus (Key Developments).LRE: Refined Discount Rate Will Support More Constructive Future P E Expectations
The latest analyst update nudged Lancashire Holdings' price target up to £7.00 from £6.70, with analysts pointing to refreshed assumptions on fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers behind the change. Analyst Commentary Bullish Takeaways Bullish analysts see the lifted price target to £7.00 as a reflection of updated fair value work that supports the current valuation, rather than requiring a dramatic re rating from here.Earnings Working Against Lancashire Holdings Limited's (LON:LRE) Share Price
Lancashire Holdings Limited's ( LON:LRE ) price-to-earnings (or "P/E") ratio of 8.3x might make it look like a buy...The Market Doesn't Like What It Sees From Lancashire Holdings Limited's (LON:LRE) Earnings Yet
Lancashire Holdings Limited's ( LON:LRE ) price-to-earnings (or "P/E") ratio of 6.1x might make it look like a strong...
Adding New Reinsurance Lines Will Strengthen Diversification But Catastrophic Events May Pose Profitability Risks
Diversified portfolio and capital management enhance margins and absorb volatility, aiding in large loss event resilience.Improved Earnings Required Before Lancashire Holdings Limited (LON:LRE) Shares Find Their Feet
When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...Take Care Before Diving Into The Deep End On Lancashire Holdings Limited (LON:LRE)
There wouldn't be many who think Lancashire Holdings Limited's ( LON:LRE ) price-to-sales (or "P/S") ratio of 1.5x is...With EPS Growth And More, Lancashire Holdings (LON:LRE) Is Interesting
It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Increases to Lancashire Holdings Limited's (LON:LRE) CEO Compensation Might Cool off for now
Performance at Lancashire Holdings Limited ( LON:LRE ) has been reasonably good and CEO Alex Maloney has done a decent...What You Need To Know About Lancashire Holdings Limited's (LON:LRE) Investor Composition
Every investor in Lancashire Holdings Limited ( LON:LRE ) should be aware of the most powerful shareholder groups...Know This Before Buying Lancashire Holdings Limited (LON:LRE) For Its Dividend
Dividend paying stocks like Lancashire Holdings Limited ( LON:LRE ) tend to be popular with investors, and for good...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2025 | US$9m | US$1m | US$293m |
| Sep 30 2025 | n/a | n/a | US$262m |
| Jun 30 2025 | n/a | n/a | US$230m |
| Mar 31 2025 | n/a | n/a | US$276m |
| Dec 31 2024 | US$7m | US$1m | US$321m |
| Sep 30 2024 | n/a | n/a | US$342m |
| Jun 30 2024 | n/a | n/a | US$363m |
| Mar 31 2024 | n/a | n/a | US$342m |
| Dec 31 2023 | US$5m | US$974k | US$322m |
| Sep 30 2023 | n/a | n/a | US$217m |
| Jun 30 2023 | n/a | n/a | US$113m |
| Mar 31 2023 | n/a | n/a | US$49m |
| Dec 31 2022 | US$2m | US$880k | -US$15m |
| Sep 30 2022 | n/a | n/a | -US$47m |
| Jun 30 2022 | n/a | n/a | -US$79m |
| Mar 31 2022 | n/a | n/a | -US$71m |
| Dec 31 2021 | US$3m | US$946k | -US$62m |
| Sep 30 2021 | n/a | n/a | US$8m |
| Jun 30 2021 | n/a | n/a | US$78m |
| Mar 31 2021 | n/a | n/a | US$41m |
| Dec 31 2020 | US$4m | US$958k | US$4m |
| Sep 30 2020 | n/a | n/a | US$29m |
| Jun 30 2020 | n/a | n/a | US$53m |
| Mar 31 2020 | n/a | n/a | US$85m |
| Dec 31 2019 | US$3m | US$867k | US$118m |
Compensation vs Market: Alex's total compensation ($USD9.15M) is above average for companies of similar size in the UK market ($USD2.49M).
Compensation vs Earnings: Alex's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
CEO
Alex Maloney (52 yo)
Mr. Alexander Terence Maloney, also known as Alex, served as the Group Chief Executive Officer at Cathedral Capital Holdings Limited until February 13, 2019. Mr. Maloney has been the Group Chief Executive...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Group CEO & Director | 12yrs | US$9.15m | 0.43% £ 6.1m | |
| Group CFO & Director | 6.2yrs | US$5.98m | 0.043% £ 615.4k | |
| Group Chief Underwriting Officer | 12yrs | US$7.28m | 0.27% £ 3.8m | |
| Group Chief Operating Officer | 2.8yrs | no data | no data | |
| Group Chief Investment Officer | no data | no data | no data | |
| Head of Investor Relations | no data | no data | no data | |
| Director of Compliance | no data | no data | no data | |
| Group General Counsel | no data | no data | no data | |
| Group Chief Underwriting Officer of Insurance | no data | no data | no data | |
| Group Head of Claims | no data | no data | no data | |
| Group Chief Risk Officer | 10.8yrs | no data | no data | |
| Group Chief Underwriting Officer of Reinsurance | no data | no data | no data |
Experienced Management: LRE's management team is seasoned and experienced (10.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Group CEO & Director | 15.5yrs | US$9.15m | 0.43% £ 6.1m | |
| Group CFO & Director | 6.2yrs | US$5.98m | 0.043% £ 615.4k | |
| Group Chief Underwriting Officer | 2yrs | US$7.28m | 0.27% £ 3.8m | |
| Independent Non-Executive Director | 1.8yrs | US$175.00k | no data | |
| Independent Non-Executive Director | 3.8yrs | US$175.00k | no data | |
| Independent Non-Executive Director | 1.3yrs | US$175.00k | 0.00082% £ 11.7k | |
| Independent Non-Executive Director | 1.5yrs | US$175.00k | 0.0036% £ 50.7k | |
| Senior Independent Non Executive Director | 5.1yrs | US$175.00k | 0.0036% £ 50.8k | |
| Independent Non-Executive Director | 7.3yrs | US$245.00k | 0.0049% £ 70.2k | |
| Independent Non-Executive Director | 3.1yrs | US$275.00k | 0.0055% £ 78.9k | |
| Non-Executive Chair | 2.5yrs | US$350.00k | 0.026% £ 373.9k |
Experienced Board: LRE's board of directors are considered experienced (3.1 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/12 18:23 |
| End of Day Share Price | 2026/05/12 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Lancashire Holdings Limited is covered by 25 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Ivan Bokhmat | Barclays |
| Michael Christodoulou | Berenberg |
| Edward Houghton | Bernstein |