Palomar Holdings, Inc.

NasdaqGS:PLMR Stok Raporu

Piyasa değeri: US$3.1b

Palomar Holdings Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Palomar Holdings kazanç ve gelirin sırasıyla yıllık 15.2% ve 18.7% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 14.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 23.6% olacağı tahmin edilmektedir.

Anahtar bilgiler

15.2%

Kazanç büyüme oranı

14.13%

EPS büyüme oranı

Insurance kazanç büyümesi2.0%
Gelir büyüme oranı18.7%
Gelecekteki özkaynak getirisi23.61%
Analist kapsamı

Good

Son güncelleme12 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi May 17

PLMR: Share Repurchases And Higher Future P/E Will Support Pricing Upside

Analysts have trimmed their average price target for Palomar Holdings by about $5 to $155, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E following a series of recent target revisions from the Street. Analyst Commentary Recent Street research on Palomar Holdings points to mixed views, with some analysts trimming targets and others lifting them as they refresh models after the latest earnings and guidance updates.
Seeking Alpha Mar 25

Palomar Holdings: Strong Fundamentals, Yet Discounted Valuation

Summary Palomar Holdings (PLMR) is transitioning to a diversified, commission-based model, reducing catastrophic risk dependency and achieving a 25.9% adjusted ROE in 2025. PLMR’s valuation at 16.5x P/E is significantly below its five-year average, despite 24% forecasted annual income growth and robust underwriting discipline. The Gray Surety acquisition diversifies income streams, but increases leverage and exposes PLMR to integration and reinsurance market risks. I view PLMR as an attractive, albeit volatile, growth story with a favorable risk-reward profile for investors comfortable with insurance cycles. Read the full article on Seeking Alpha
Anlatı Güncellemesi Feb 11

PLMR: Higher Future P/E Assumptions Will Support Commercial Line Pricing Upside

Analysts have nudged their average price target for Palomar Holdings slightly higher, with one firm raising its estimate to $171 from $170. The revision reflects updated assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E.
Anlatı Güncellemesi Dec 15

PLMR: Lighter Property Renewals Will Support Commercial Line Pricing Upside Ahead

Analysts have reduced their price target on Palomar Holdings to $134 from $168, reflecting sector wide P&C headwinds, even as they point to an expected solid Q3 supported by a lighter mix of property renewals that could aid commercial line pricing. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q3 is tracking as a solid quarter, supporting the view that Palomar can continue to execute well despite broader insurance sector volatility.
Anlatı Güncellemesi Dec 01

PLMR: Lighter Property Renewals Will Support Commercial Line Pricing Ahead

Analysts have lowered their price target for Palomar Holdings to $134 from $168, citing mixed sector performance and adjustments in property renewals, even though there are expectations for a solid quarter. Analyst Commentary Analysts have provided a nuanced outlook for Palomar Holdings, reflecting both optimism regarding the company's near-term operating performance and caution about sector-wide challenges affecting valuation.
Anlatı Güncellemesi Nov 17

PLMR: Pricing Improvements In Commercial Lines Should Drive Improved Outlook

Narrative Update on Palomar Holdings Analysts have revised Palomar Holdings' price target downward from $153.33 to $160.00, citing a combination of slightly higher projected revenue growth, lower profit margin estimates, and noting that, while Q3 fundamentals remain solid, broader sector underperformance has tempered near-term optimism. Analyst Commentary Recent analyst assessments provide a nuanced outlook for Palomar Holdings, highlighting both supportive trends and areas of caution as pricing targets and sector forecasts are updated.
Anlatı Güncellemesi Oct 31

PLMR: Resilient Earnings And Buyback Program Will Drive Renewed Momentum

Palomar Holdings' analyst price target has been revised downward from $168 to $134, as analysts cite sector-wide valuation pressures, slow growth in key segments, and mixed stock performance even though the company reported solid quarterly results. Analyst Commentary Analyst sentiment on Palomar Holdings remains mixed following its latest financial results, with updated price targets reflecting both strengths and ongoing challenges within the company and its sector.
Anlatı Güncellemesi Oct 17

Climate Change And Underwriting Technology Will Secure Long-Term Stability

Analysts have lowered their average price target on Palomar Holdings by approximately $6 to $153, citing sector valuation pressures and adjustments for slower growth in certain business lines, despite ongoing earnings potential. Analyst Commentary Recent analyst updates have adjusted Palomar Holdings' price targets downward, reflecting evolving views on growth prospects and sector-wide valuation pressures.
Anlatı Güncellemesi Oct 03

Climate Change And Underwriting Technology Will Secure Long-Term Stability

Palomar Holdings’ analyst price target has been modestly reduced, with the consensus fair value moving from $165.33 to $159.67. Analysts cite softer growth projections and sector-wide valuation pressures for the adjustment.
Anlatı Güncellemesi Aug 07

Climate Change And Underwriting Technology Will Secure Long-Term Stability

With Palomar Holdings’ net profit margin and consensus revenue growth forecasts both remaining stable, the analyst price target has consequently held steady at $172.67. What's in the News Palomar Holdings announced a $150 million share repurchase program, valid through July 31, 2027.
Analiz Makalesi Aug 02

Here's Why We Think Palomar Holdings (NASDAQ:PLMR) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analiz Makalesi Jul 11

What You Can Learn From Palomar Holdings, Inc.'s (NASDAQ:PLMR) P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Analiz Makalesi May 16

Here's Why Palomar Holdings, Inc.'s (NASDAQ:PLMR) CEO May Deserve A Raise

Key Insights Palomar Holdings to hold its Annual General Meeting on 22nd of May Total pay for CEO Mac Armstrong...
Analiz Makalesi Apr 25

With EPS Growth And More, Palomar Holdings (NASDAQ:PLMR) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Apr 01

Palomar: Still Bullish Considering Recent M&A And Mid-Term Outlook

Summary I stick with my existing Buy rating for PLMR after assessing the company's latest inorganic growth transaction and its financial targets for the medium term. My view of Palomar's AgProtection takeover is favorable, as I think this will help its crop insurance business grow at a faster pace in the future. The company has the potential to expand its normalized net income by +100% in the coming three years. Read the full article on Seeking Alpha
Analiz Makalesi Feb 16

Upgrade: Analysts Just Made An Increase To Their Palomar Holdings, Inc. (NASDAQ:PLMR) Forecasts

Shareholders in Palomar Holdings, Inc. ( NASDAQ:PLMR ) may be thrilled to learn that the analysts have just delivered a...
Seeking Alpha Jan 20

Palomar: Shining Star In The Insurance Sector

Summary Palomar's unique focus on earthquake insurance has led to consistent growth, with drivers like the CEA's changing risk program. Management has supplemented the core business with specialty P&C lines and expansion into crop and surety markets. PLMR has shown disciplined risk management by reducing high-risk exposure in the hurricane lines. Read the full article on Seeking Alpha
Analiz Makalesi Jan 11

Palomar Holdings, Inc.'s (NASDAQ:PLMR) Price In Tune With Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Analiz Makalesi Sep 13

Palomar Holdings, Inc.'s (NASDAQ:PLMR) Earnings Haven't Escaped The Attention Of Investors

Palomar Holdings, Inc.'s ( NASDAQ:PLMR ) price-to-earnings (or "P/E") ratio of 25.2x might make it look like a sell...
User avatar
Yeni Anlatı Sep 09

Expanding Insurance Segments And Strategic Acquisitions Set To Boost Revenue And Profitability

Strategy targets new insurance segments and niche markets for revenue growth through acquisitions and leveraging company resources.
Analiz Makalesi Jul 14

Here's Why We Think Palomar Holdings (NASDAQ:PLMR) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analiz Makalesi Jun 14

Market Participants Recognise Palomar Holdings, Inc.'s (NASDAQ:PLMR) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:PLMR - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20281,5572963665021
12/31/20271,4572613124404
12/31/20261,1802172575205
3/31/2026980197361369N/A
12/31/2025876197402409N/A
9/30/2025778176355364N/A
6/30/2025682155372381N/A
3/31/2025610134307315N/A
12/31/2024554118253261N/A
9/30/2024503109205211N/A
6/30/202444696175181N/A
3/31/202440588125132N/A
12/31/202337679109116N/A
9/30/202335972162169N/A
6/30/202334958103110N/A
3/31/202333855132138N/A
12/31/202232752164170N/A
9/30/202231250140145N/A
6/30/202229946172178N/A
3/31/202227744144150N/A
12/31/2021248468388N/A
9/30/2021217273650N/A
6/30/2021194111326N/A
3/31/2021180111223N/A
12/31/202016864657N/A
9/30/2020161195050N/A
6/30/2020146424949N/A
3/31/2020129376161N/A
12/31/201911311N/A45N/A
9/30/2019944N/A43N/A
6/30/201983-2N/A25N/A
3/31/201977-2N/A17N/A
12/31/20187318N/A23N/A
12/31/2017594N/A20N/A
12/31/2016437N/A16N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: PLMR 'nin tahmini kazanç büyümesi (yıllık 15.2% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: PLMR şirketinin kazançlarının (yıllık 15.2% ) US pazarından (yıllık 16.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: PLMR şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: PLMR şirketinin gelirinin (yıllık 18.7% ) US pazarından (yıllık 11.7% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: PLMR şirketinin gelirinin (yıllık 18.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: PLMR 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 23.6 %)


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 11:36
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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

Palomar Holdings, Inc. 11 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Tracy Dolin-BenguiguiBarclays
Tracy Dolin-BenguiguiBarclays
Matthew CarlettiCitizens JMP Securities, LLC