Kinsale Capital Group, Inc.

NYSE:KNSL Stok Raporu

Piyasa değeri: US$8.2b

Kinsale Capital Group Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Kinsale Capital Group'in kazancının yıllık 1% oranında azalması, yıllık gelirinin ise yıllık 3.1% oranında artması beklenmektedir. EPS'nin yılda 1.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 21% olacağı tahmin edilmektedir.

Anahtar bilgiler

-1.0%

Kazanç büyüme oranı

1.10%

EPS büyüme oranı

Insurance kazanç büyümesi2.1%
Gelir büyüme oranı3.1%
Gelecekteki özkaynak getirisi21.00%
Analist kapsamı

Good

Son güncelleme02 Jul 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • Feb 15

Kinsale Capital Group, Inc. (NYSE:KNSL) Just Released Its Full-Year Results And Analysts Are Updating Their Estimates

It's been a mediocre week for Kinsale Capital Group, Inc. ( NYSE:KNSL ) shareholders, with the stock dropping 10% to...
Analiz Makalesi • Oct 28

Kinsale Capital Group, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Kinsale Capital Group, Inc. ( NYSE:KNSL ) just released its third-quarter report and things are looking bullish. It was...

Recent updates

Anlatı Güncellemesi • Jun 26

KNSL: Future Premium Softness And Execution Risk May Pressure Shares

The analyst fair value estimate for Kinsale Capital Group has been revised from $309 to $267 as analysts factor in softer revenue growth assumptions, a slightly higher discount rate, and lower future P/E expectations, in line with a series of recent price target cuts across the Street. Analyst Commentary on Kinsale Capital Group Recent Street research on Kinsale Capital Group points to a shift toward more cautious views, with several bearish analysts trimming price targets and, in some cases, lowering ratings.
Anlatı Güncellemesi • Jun 10

KNSL: Underwriting Discipline In Higher Risk Niches Will Support Long Term Upside

Analysts have trimmed their price targets on Kinsale Capital Group, with several recent cuts bringing the consensus closer to $330. This reflects concerns that slower premium growth and expectations for softer pricing could limit the stock's upside potential.
Seeking Alpha • Jun 04

Kinsale Capital: The Selloff Is About Growth, Not Underwriting

Summary Kinsale Capital has sold off sharply, but core underwriting profitability and return on equity remain robust. KNSL’s premium growth slowdown, especially in large commercial property, has pressured valuation, yet ex-Commercial Property growth and demand indicators remain positive. Management prioritizes underwriting discipline over chasing premium volume, maintaining sub-80 combined ratios and low-20s ROE despite competitive pressures. Valuation multiples have compressed to more defensible levels, making KNSL a cautious buying opportunity for investors comfortable with slower growth. Read the full article on Seeking Alpha
Anlatı Güncellemesi • May 27

KNSL: Underwriting Discipline In Higher Risk Niches Will Support Future Returns

Analysts have trimmed their price targets on Kinsale Capital Group, with the modeled fair value edging from about $356.89 to $354.67 as they factor in softer premium growth expectations and group wide target resets across property and casualty insurers. Analyst Commentary Recent Street research on Kinsale Capital Group has tilted cautious, with several firms trimming price targets and, in some cases, lowering ratings as they reset expectations following the latest quarterly earnings season for property and casualty insurers.
Anlatı Güncellemesi • May 06

KNSL: Underwriting Discipline And Dividends Will Support Returns In A Tougher Cycle

Analysts have trimmed the Kinsale Capital Group fair value estimate from $377.11 to $356.89 as they factor in slower expected revenue growth, a slightly lower profit margin and a somewhat higher discount rate, while keeping future P/E assumptions broadly in line with prior views. Analyst Commentary Recent research on Kinsale Capital Group has become more cautious, with several firms cutting price targets and, in some cases, downgrading ratings as they reassess growth, margins and competitive pressure in the current underwriting cycle.
Yeni Anlatı • Apr 23

AI-Driven Cost Advantage And Growing Float Will Support Long-Term Earnings Power

Catalysts About Kinsale Capital Group Kinsale Capital Group focuses on excess and surplus lines insurance, using a low cost model and specialist underwriting to target smaller, harder to place risks. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • Apr 21

KNSL: Underwriting Discipline And Dividends Will Balance Slower Premium Momentum In Competitive Conditions

Analysts have reduced the Kinsale Capital Group price target by about $19 to $377, reflecting updated views on slower premium growth, slightly softer margins, and a lower future P/E multiple following a recent series of downgrades and target cuts across the Street. Analyst Commentary Recent research on Kinsale Capital Group has become more cautious, with several firms lowering ratings and trimming price targets after slower premium growth, softer margins, and a reset in earnings expectations.
Yeni Anlatı • Apr 08

AI And Litigation Risks Will Eventually Erode Margins And Pressure Future Earnings

Catalysts About Kinsale Capital Group Kinsale Capital Group focuses on excess and surplus lines insurance, targeting smaller and often more complex accounts across multiple property and casualty niches. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • Apr 07

KNSL: Underwriting Discipline And Dividends Will Support Returns In More Competitive P&C Conditions

Analysts have reduced their average price target on Kinsale Capital Group by about $11 to $396, reflecting a more cautious outlook on revenue growth and sector sentiment after several recent downgrades and target cuts. Analyst Commentary Recent research on Kinsale Capital Group shows a split between analysts who still see support for the long term story and those who are more cautious on growth, competition, and valuation after the latest earnings and sector moves.
Anlatı Güncellemesi • Mar 24

KNSL: Underwriting Discipline And Payouts Will Support Upside In Softer P&C Conditions

Analysts have trimmed their average price target for Kinsale Capital Group from about $422 to roughly $407, reflecting slightly lower fair value and revenue growth expectations along with a modestly reduced future P/E multiple. Analyst Commentary Recent research has shifted toward a more cautious stance on Kinsale Capital Group, with several firms trimming price targets and some moving to more negative ratings as they reassess growth, profitability, and sector risks.
Anlatı Güncellemesi • Mar 10

KNSL: Underwriting Discipline And Buybacks Will Support Upside In Softer P&C Conditions

Kinsale Capital Group's updated fair value estimate has moved to $422.40 from $433.40, as analysts trim price targets on expectations for slower premium growth, partially offset by slightly higher projected profit margins and a modestly lower future P/E of 21.17 from 21.80. Analyst Commentary Recent research on Kinsale Capital highlights a mix of optimism about profitability and caution around growth and sector headwinds, which is feeding into the latest fair value adjustments.
Anlatı Güncellemesi • Feb 23

KNSL: Underwriting And Capital Returns Will Support Upside In Softer P&C Conditions

Narrative Update: Kinsale Capital Group The updated analyst price target for Kinsale Capital Group moves lower by about $24. This reflects reduced fair value assumptions tied to slower expected revenue growth and slightly lower future P/E multiples, even as analysts factor in a modestly higher profit margin outlook.
Analiz Makalesi • Feb 15

Kinsale Capital Group, Inc. (NYSE:KNSL) Just Released Its Full-Year Results And Analysts Are Updating Their Estimates

It's been a mediocre week for Kinsale Capital Group, Inc. ( NYSE:KNSL ) shareholders, with the stock dropping 10% to...
Anlatı Güncellemesi • Feb 07

KNSL: Underwriting Strength And Capital Returns Will Face Softer P&C Conditions

Analysts kept their fair value estimate for Kinsale Capital Group steady at about $458 per share, with recent price target cuts from around US$536 to US$500 and reductions to US$480 and US$415 reflecting concerns about softening property and casualty pricing, rising loss costs, and a demanding P/E multiple, despite strong underwriting margins. Analyst Commentary Recent research on Kinsale Capital highlights a mix of optimism around the franchise and caution around the setup for specialty property and casualty insurance over the next few years.
Anlatı Güncellemesi • Jan 23

KNSL: Underwriting Margins And Buybacks Will Confront Softer P&C Cycle

The analyst price target for Kinsale Capital Group has inched higher by about $1 to $457.8, as analysts factor in updated Street research that reflects mixed price target revisions, ongoing strength in underwriting margins, and cautious views on broader property and casualty pricing trends. Analyst Commentary Recent research on Kinsale Capital Group reflects a split view, with some firms encouraged by the company’s underwriting track record and others more focused on slowing growth and sector wide pricing pressures in property and casualty insurance.
Anlatı Güncellemesi • Jan 09

KNSL: Underwriting Strength Will Confront Softer P&C Cycle Into 2026

Analysts have trimmed their fair value estimate for Kinsale Capital Group from $461.00 to $456.60, reflecting a series of reduced price targets as they factor in softer P&C pricing trends, sector wide valuation pressure, and modest tweaks to growth and profitability assumptions. Analyst Commentary Recent research updates on Kinsale Capital Group point to a mixed setup, with price targets moving lower but views on execution quality and valuation drivers still split between more optimistic and more cautious camps.
Anlatı Güncellemesi • Dec 23

KNSL: Exceptional Underwriting Margins Will Continue To Drive Strong Earnings Through 2026

Analysts have nudged their price target for Kinsale Capital modestly lower, trimming fair value by about $4 to roughly $461. They are balancing still exceptional underwriting profitability and slightly faster growth assumptions with a more cautious stance on valuation multiples amid softening property and casualty cycles.
Anlatı Güncellemesi • Dec 09

KNSL: Strong Underwriting Margins Will Support Earnings Compounding Through 2026

Analysts have modestly trimmed their price targets on Kinsale Capital Group, with our fair value estimate easing by about $6 to roughly $465. This reflects a softer property and casualty cycle and sector-wide valuation pressure, despite still robust underwriting margins and improving profitability metrics.
Anlatı Güncellemesi • Nov 25

KNSL: Continued Strong Underwriting Margins Will Sustain Premium Momentum Into 2025

Kinsale Capital Group's analyst price target decreased slightly by approximately $1 to about $470.89. Analysts cite slowing growth expectations and recent valuation pressures following quarterly updates in the property and casualty insurance sector.
Anlatı Güncellemesi • Nov 10

KNSL: Ongoing Premium Momentum Will Drive Outperformance Amid Sector Headwinds

The analyst price target for Kinsale Capital Group was lowered by $18 to $472. Analysts cited a combination of modest valuation pressure in the property and casualty insurance sector, along with minor adjustments to growth and margin forecasts.
Analiz Makalesi • Oct 28

Kinsale Capital Group, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Kinsale Capital Group, Inc. ( NYSE:KNSL ) just released its third-quarter report and things are looking bullish. It was...
Anlatı Güncellemesi • Oct 27

Market Pressures Will Shape Opportunity Landscape Amid Ongoing Sector Transition

Analysts have lowered their price target for Kinsale Capital Group by approximately $9, citing recent pressures across the sector that have affected valuations, as well as slightly weaker growth forecasts in revenue and profit margins. Analyst Commentary Recent analyst updates on Kinsale Capital Group reflect both optimism about the company's long-term earnings prospects and caution regarding near-term sector dynamics and growth headwinds.
Analiz Makalesi • Aug 24

Getting In Cheap On Kinsale Capital Group, Inc. (NYSE:KNSL) Is Unlikely

Kinsale Capital Group, Inc.'s ( NYSE:KNSL ) price-to-earnings (or "P/E") ratio of 23.8x might make it look like a sell...
Seeking Alpha • Mar 04

Kinsale: Growth Prospects And Stock Underpricing To Drive Its Upside Potential

Summary Kinsale Capital Group shows robust revenue growth and stable margins, driven by strategic underwriting, portfolio diversification, and operational efficiency. KNSL's prudent investment in debt securities and technological innovation enhances its profitability and operational capacity despite market volatility and hurricane risks. The stock remains underpriced with a target price suggesting significant upside potential, supported by strong financial metrics and technical indicators. KNSL's solid balance sheet and high cash conversion rate ensure liquidity and growth sustainability, making it a strong buy recommendation. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

Kinsale Q4 Earnings Preview: A Risky Long-Term Growth Play

Summary Kinsale Capital Group, Inc. excels in the E&S insurance segment, leveraging proprietary technology for superior underwriting and lower loss ratios compared to peers. Despite strong fundamentals and growth, Kinsale's premium valuation reflects its performance, trading at 8x book value, which may seem overvalued relative to peers. The company’s recent financials show strong growth, with Q3 2024 premiums up 18.5% YoY and net income up 50% YoY, maintaining high profitability. Kinsale's future growth is supported by expanding into new insurance lines and embracing AI for better risk management, though KNSL stock remains volatile. Read the full article on Seeking Alpha
Seeking Alpha • Dec 01

Kinsale Capital: A Policy Of Continued Growth

Summary Kinsale Capital's disciplined underwriting, low-cost model, and tech focus ensure sustained profitability and a competitive edge in the E&S market despite increased competition. Q3'24 results exceeded expectations with a 27% EPS increase and 19% growth in gross written premiums, showcasing strong operational efficiency and investment income growth. Despite decelerating growth in gross written premiums, Kinsale's combined ratio of 75.7% and 28.2% nine-month annualized ROE highlight its profitability and market resilience. Valued at an EV/EBITDA multiple of 22.9x, below its historical average, Kinsale remains attractively priced for long-term growth, supported by its unique market position and robust business model. Read the full article on Seeking Alpha
Seeking Alpha • Nov 07

Kinsale Capital: Strong Results, Approaching Fair Valuation

Summary Kinsale Capital specializes in the Excess & Surplus (E&S) insurance market, known for its speed in providing policies and its efficiency. Their competitive advantages keep their combined ratio between 76-80%, one of the lowest in the industry, and their ROE quite high. One of Kinsale's key strengths lies in the experience of its founder Michael Kehoe and his management team, who have over 30 years in the industry. Even with revenue growing at 39% annually over the past decade, their market share is still under 2%. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:KNSL - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20282,1015141,1441,1132
12/31/20272,0034911,0391,0408
12/31/20261,9084719881,0039
3/31/20261,9175271,0141,063N/A
12/31/20251,8745049901,044N/A
9/30/20251,8034749611,015N/A
6/30/20251,723447940986N/A
3/31/20251,638405963996N/A
12/31/20241,588415952976N/A
9/30/20241,527409961975N/A
6/30/20241,423371916926N/A
3/31/20241,334351865873N/A
12/31/20231,224308853860N/A
9/30/20231,121272742749N/A
6/30/20231,029229694703N/A
3/31/2023917183625633N/A
12/31/2022839159551558N/A
9/30/2022774140556562N/A
6/30/2022717144486491N/A
3/31/2022686152432438N/A
12/31/2021653153401407N/A
9/30/2021596143367375N/A
6/30/2021553121327342N/A
3/31/2021518115287312N/A
12/31/202046088247280N/A
9/30/202041368229266N/A
6/30/202036966206240N/A
3/31/202032450179204N/A
12/31/201931663N/A178N/A
9/30/201928050N/A145N/A
6/30/201926249N/A125N/A
3/31/201924445N/A116N/A
12/31/201822234N/A104N/A
9/30/201821635N/A91N/A
6/30/201820428N/A87N/A
3/31/201819426N/A83N/A
12/31/201718725N/A77N/A
9/30/201717640N/A82N/A
6/30/201716341N/A78N/A
3/31/201715227N/A73N/A
12/31/201614226N/A74N/A
9/30/201612610N/A77N/A
6/30/201611111N/A81N/A
3/31/20169622N/A80N/A
12/31/20158122N/A79N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: KNSL şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -1% ).

Kazançlar ve Piyasa: KNSL şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -1% ).

Yüksek Büyüme Kazançları: KNSL şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor.

Gelir ve Pazar: KNSL şirketinin gelirinin (yıllık 3.1% ) US pazarından (yıllık 12.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: KNSL şirketinin gelirinin (yıllık 3.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: KNSL 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 21 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/06 03:26
Gün Sonu Hisse Fiyatı2026/07/06 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 ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair 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

Kinsale Capital Group, Inc. 16 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Michael ZaremskiBMO Capital Markets Equity Research
Joseph TumilloBofA Global Research
Ryan TunisCantor Fitzgerald & Co.