AMERISAFE Yönetim
Yönetim kriter kontrolleri 4/4
AMERISAFE CEO'su Gerry Frost, Sep2013 tarihinde atandı, in görev süresi 12.67 yıldır. in toplam yıllık tazminatı $ 2.37M olup, şirket hissesi ve opsiyonları dahil olmak üzere 33.9% maaş ve 66.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.69% ine doğrudan sahiptir ve bu hisseler $ 4.02M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 8.3 yıl ve 10.9 yıldır.
Anahtar bilgiler
Gerry Frost
İcra Kurulu Başkanı
US$2.4m
Toplam tazminat
| CEO maaş yüzdesi | 33.89% |
| CEO görev süresi | 12.7yrs |
| CEO sahipliği | 0.7% |
| Yönetim ortalama görev süresi | 8.3yrs |
| Yönetim Kurulu ortalama görev süresi | 10.9yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • May 13
AMSF: Premium Growth And Dividend Increases Will Support Future Share Returns
Analysts have trimmed their price target on AMERISAFE by $5 to $45, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. This follows recent research that highlighted higher accident year losses, partially offset by stronger premium growth, and a view that the stock is fairly valued.
Anlatı Güncellemesi • Apr 28
AMSF: Higher Accident Year Losses And Margin Pressure Will Constrain Future Upside Potential
Analysts have trimmed AMERISAFE's price target to $31 from $36, citing updated assumptions for slower revenue growth, slightly lower profit margins, and a modestly reduced future P/E outlook after recent research following its Q4 earnings miss and higher accident year losses. Analyst Commentary Recent research updates highlight a more cautious tone around AMERISAFE, with several bearish analysts trimming price targets after the Q4 earnings miss and higher accident year losses.
Anlatı Güncellemesi • Apr 14
AMSF: Premium Trends And Rebased P/E Are Expected To Drive Future Repricing
Analysts have reduced their price targets on AMERISAFE by about $11 to around $39. They cite recent earnings results in which higher accident year losses and revised growth and profitability assumptions are partially offset by higher premium growth and a recalibrated future P/E outlook.Anlatı Güncellemesi • Mar 31
AMSF: Higher Accident Year Losses Will Limit Upside As Shares Appear Fairly Valued
Analysts have reset their price target on AMERISAFE to $36, a reduction of $9 from the prior $45 level, citing higher accident year losses partially offset by stronger premium growth and a view that the shares are now fairly valued. Analyst Commentary Bearish analysts are recalibrating expectations on AMERISAFE after the recent Q4 earnings miss, with a reset price target of $36 indicating a more cautious stance on the risk and reward tradeoff at current levels.Anlatı Güncellemesi • Mar 16
AMSF: Higher Accident Year Losses Will Cap Upside Despite Ongoing Capital Returns
Analysts cut their price target on AMERISAFE to $36 from $45, citing recent Q4 earnings with higher accident year losses, partly offset by stronger premium growth, and a view that the shares now look fairly valued at this level. Analyst Commentary Bearish analysts are signaling a more cautious stance on AMERISAFE after the recent Q4 earnings miss, pointing to a mix of operational and valuation concerns that they believe limit upside at current levels.Anlatı Güncellemesi • Mar 02
AMSF: Premium Stability And Dividend Increases Will Support Future Share Returns
Narrative update on AMERISAFE The analyst price target for AMERISAFE has been revised from $60 to $50, reflecting analysts' lower external targets, including recent cuts from firms citing Q4 earnings pressure and higher accident year losses, partially balanced by premium growth. Analyst Commentary Recent research commentary on AMERISAFE has centered on the Q4 earnings miss and higher accident year losses, with analysts adjusting price targets to reflect a more cautious near term view on profitability.Anlatı Güncellemesi • Feb 16
AMSF: Updated Revenue And P/E Assumptions Will Support Future Repricing Potential
Analysts have raised their fair value estimate for AMERISAFE from $47.67 to $50.00, reflecting updated assumptions on revenue growth, profit margins, the discount rate, and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts view the revised US$50.00 fair value estimate as consistent with their updated assumptions on revenue growth and profit margins, suggesting the business model still supports a premium to prior internal estimates.Anlatı Güncellemesi • Feb 02
AMSF: Higher Fair Value Will Offset Margin Concerns And Support Multiple
Analysts have raised their fair value estimate for AMERISAFE to $45.00 from $43.00, citing updated views on revenue growth, profit margins, and future P/E assumptions following recent Street research, including the latest price target revision. Analyst Commentary Bearish analysts have taken a more cautious stance on AMERISAFE, reflected in at least one price target reduction that pulled the target down by $5.00.Anlatı Güncellemesi • Jan 19
AMSF: Stable Earnings And Capital Returns Will Support Future Repricing
Analysts have trimmed their price targets on AMERISAFE by about $1.67 to reflect slightly lower fair value estimates and a modestly reduced future P/E assumption, while still expecting generally stable profitability. Analyst Commentary Recent research updates on AMERISAFE center on trimmed price targets and a valuation reset that analysts link to broader pressure across the property and casualty space, rather than to a major shift in the company’s underlying profitability outlook.Anlatı Güncellemesi • Jan 05
AMSF: Lighter Catastrophe Activity And Book Value Trends Will Support Shares
Analysts have trimmed their fair value estimate for AMERISAFE to $60 from $65, tying the lower target to higher assumed discount rates, slightly softer profit margin expectations, and updated industry views on pricing and valuations in the P&C space. Analyst Commentary Recent research on AMERISAFE points to a more cautious stance on valuation across the P&C insurance space, even as expectations for generally stable profitability remain in place.Anlatı Güncellemesi • Dec 14
AMSF: Sector Pressures Will Keep Multiple Constrained Despite Stable Profitability
Analysts have trimmed their price target on AMERISAFE to about $45 from roughly $50, reflecting pressure on broader P and C insurance valuations, even as they expect generally stable profitability and modest earnings tailwinds from a benign catastrophe loss environment. Analyst Commentary Bearish analysts see the latest price target cuts as a signal that AMERISAFE's valuation has less room for multiple expansion in the near term, even as fundamentals remain relatively stable.Analiz Makalesi • Dec 06
AMERISAFE, Inc.'s (NASDAQ:AMSF) Prospects Need A Boost To Lift Shares
AMERISAFE, Inc.'s ( NASDAQ:AMSF ) price-to-earnings (or "P/E") ratio of 14.1x might make it look like a buy right now...Anlatı Güncellemesi • Nov 30
AMSF: Stable Profitability Will Persist Despite Sector Headwinds And CFO Transition
Analysts have revised AMERISAFE's price target downward, with the consensus fair value decreasing by about $1 to $49.33. They cite ongoing valuation pressures and a stable but modest financial outlook for the insurance sector.Anlatı Güncellemesi • Nov 16
AMSF: Profitability Will Remain Resilient Despite Industry Valuation Headwinds
Analysts have lowered their average price target for AMERISAFE, citing industry-wide valuation pressures and expectations for stable profitability. Recent targets have been reduced by $5 to $20 compared to previous estimates.Anlatı Güncellemesi • Nov 01
AMSF: Financial Tailwinds And Reduced Catastrophe Losses Will Support Share Performance
AMERISAFE's analyst price target has been revised downward by approximately $1.67 to $50.33. Analysts cite ongoing concerns about casualty loss reserves and a cautious pricing environment, despite modest financial tailwinds.Anlatı Güncellemesi • Oct 16
Technology Investments Will Improve Underwriting Even As Pricing Pressures Mount
Analysts have lowered their price target for AMERISAFE from $54.33 to $52.00, citing a modestly improved profit margin. However, there is ongoing sector-wide caution regarding casualty loss reserves and pricing conditions.Analiz Makalesi • Mar 02
AMERISAFE (NASDAQ:AMSF) Is Due To Pay A Dividend Of $0.39
AMERISAFE, Inc. ( NASDAQ:AMSF ) will pay a dividend of $0.39 on the 21st of March. This makes the dividend yield 8.9...Seeking Alpha • Nov 20
Amerisafe Has A Premium Worth Paying
Summary Amerisafe's core profits have declined since 2019, but the company generates more profit per dollar invested, increasing its long-term corporate value. Specializing in workers' compensation insurance for hazardous industries, AMSF maintains high client satisfaction with a 94.1% policy renewal rate and a low expense ratio. Despite a drop in NOPAT, Amerisafe's ROIC has improved, indicating better balance sheet efficiency and potential for future profit growth. Trading at a modest premium, Amerisafe's rising ROIC justifies investment, with market expectations of NOPAT growth at no more than 17%. Read the full article on Seeking Alpha
Yeni Anlatı • Sep 24
Rising Premiums And Customer Loyalty Meet Analysts' Gloomy Earnings Forecast And Shrinking Margins
Enhanced agent engagement and strategic underwriting practices are improving profitability and financial stability.Analiz Makalesi • Aug 30
AMERISAFE's (NASDAQ:AMSF) Dividend Will Be $0.37
The board of AMERISAFE, Inc. ( NASDAQ:AMSF ) has announced that it will pay a dividend of $0.37 per share on the 20th...Analiz Makalesi • Apr 28
AMERISAFE (NASDAQ:AMSF) Has Announced A Dividend Of $0.37
AMERISAFE, Inc. ( NASDAQ:AMSF ) has announced that it will pay a dividend of $0.37 per share on the 21st of June. This...Analiz Makalesi • Feb 28
AMERISAFE (NASDAQ:AMSF) Is Due To Pay A Dividend Of $0.37
The board of AMERISAFE, Inc. ( NASDAQ:AMSF ) has announced that it will pay a dividend on the 22nd of March, with...CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$46m |
| Dec 31 2025 | US$2m | US$803k | US$47m |
| Sep 30 2025 | n/a | n/a | US$50m |
| Jun 30 2025 | n/a | n/a | US$50m |
| Mar 31 2025 | n/a | n/a | US$47m |
| Dec 31 2024 | US$2m | US$752k | US$55m |
| Sep 30 2024 | n/a | n/a | US$61m |
| Jun 30 2024 | n/a | n/a | US$57m |
| Mar 31 2024 | n/a | n/a | US$62m |
| Dec 31 2023 | US$2m | US$719k | US$62m |
| Sep 30 2023 | n/a | n/a | US$64m |
| Jun 30 2023 | n/a | n/a | US$65m |
| Mar 31 2023 | n/a | n/a | US$56m |
| Dec 31 2022 | US$2m | US$698k | US$56m |
| Sep 30 2022 | n/a | n/a | US$38m |
| Jun 30 2022 | n/a | n/a | US$46m |
| Mar 31 2022 | n/a | n/a | US$64m |
| Dec 31 2021 | US$2m | US$681k | US$66m |
| Sep 30 2021 | n/a | n/a | US$91m |
| Jun 30 2021 | n/a | n/a | US$95m |
| Mar 31 2021 | n/a | n/a | US$95m |
| Dec 31 2020 | US$2m | US$678k | US$87m |
| Sep 30 2020 | n/a | n/a | US$92m |
| Jun 30 2020 | n/a | n/a | US$90m |
| Mar 31 2020 | n/a | n/a | US$84m |
| Dec 31 2019 | US$2m | US$630k | US$93m |
Tazminat ve Piyasa: Gerry 'ın toplam tazminatı ($USD 2.37M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 2.64M ).
Tazminat ve Kazançlar: Gerry 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Gerry Frost (54 yo)
12.7yrs
Görev süresi
US$2,369,553
Tazminat
Ms. Gerry Janelle Frost is Director at Federal Reserve Bank of Atlanta from 2025. She has been Chief Executive Officer since April 1, 2015 and President since September 03, 2013 of AMERISAFE Inc and Americ...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | 12.7yrs | US$2.37m | 0.69% $ 4.0m | |
| Executive VP | 14yrs | US$795.65k | 0.13% $ 768.5k | |
| Executive VP & Chief Sales Officer | 2.8yrs | US$886.41k | 0.035% $ 203.7k | |
| Executive VP & Chief Risk Officer | 16.7yrs | US$928.88k | 0.17% $ 978.8k | |
| CFO & Executive VP | no data | Veri yok | Veri yok | |
| Executive VP & Chief Claims Officer | 25.7yrs | Veri yok | Veri yok | |
| Senior VP & Controller | 14.3yrs | Veri yok | Veri yok | |
| Senior Vice President of Underwriting Operations | 3.8yrs | Veri yok | Veri yok | |
| Senior Vice President of Safety Operations | 2.6yrs | Veri yok | Veri yok | |
| Senior Vice President of Risk Services | less than a year | Veri yok | Veri yok |
8.3yrs
Ortalama Görev Süresi
54yo
Ortalama Yaş
Deneyimli Yönetim: AMSF 'un yönetim ekibi deneyimli ve deneyimlidir ( 8.3 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | 10.1yrs | US$2.37m | 0.69% $ 4.0m | |
| Independent Director | 6.2yrs | US$144.99k | 0.086% $ 496.4k | |
| Independent Director | 16.3yrs | US$164.99k | 0.13% $ 773.2k | |
| Independent Director | 10.3yrs | US$152.49k | 0.062% $ 362.3k | |
| Independent Director | 4.2yrs | US$149.99k | 0.035% $ 202.5k | |
| Independent Chairman | 20.7yrs | US$202.49k | 0.45% $ 2.6m | |
| Independent Director | 19.2yrs | US$159.99k | 0.088% $ 513.0k | |
| Independent Director | 11.5yrs | US$164.99k | 0.072% $ 416.7k |
10.9yrs
Ortalama Görev Süresi
60yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: AMSF 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 10.9 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/26 12:57 |
| Gün Sonu Hisse Fiyatı | 2026/05/26 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
AMERISAFE, Inc. 10 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Randy Binner | B. Riley Securities, Inc. |
| Matthew Carletti | Citizens JMP Securities, LLC |
| Meyer Shields | Keefe, Bruyette, & Woods |