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JRVR

James River Group Holdings, Ltd.

JRVR

NASDAQ·Financial Services·Insurance - Specialty·Mkt cap $192.3M

$4.16

-0.72%

P/E

10.68

Mkt Cap

$192.3M

52-Wk Range

$3.76–$7.20

52-Week Range

$3.76 - $7.20

P/E

10.68

Fwd P/E

5.92

Beta

-0.21

Div Yield

0.96%

Avg Vol

379.7K

Shares Out

46.0M

Mkt Cap

$192.3M

Price action

Price chart

Down 22.8% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Deep underwriting expertise in niche markets with less competition and higher margins than standard insurance
  • Established relationships with wholesale brokers and specialty program administrators for efficient distribution
  • Disciplined risk selection and underwriting standards that generate superior loss ratios in target segments
  • Bermuda-based structure providing tax efficiency and regulatory flexibility compared to U.S. domiciled competitors

Bear Case

1 risk

  • Low volatility (beta -0.2).

Growth

Revenue decline expected

Expansion of specialty workers' compensation programs in underserved industries with growing demand

Value

Undervalued - trading well below Property & Casualty Insurance peers

Momentum

Stable

+4.8% over 3m

Quality

Stable

Solid business

Dividend

Modest

0.96% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 2, 2026

Q3 26 RECAP

AUG 10, 2026

Reported EPS of $0.20 vs $0.24 consensus (-17.7% surprise). Revenue of $139.0M vs $135.5M expected (+2.6%).

EPS miss
Rev beat +2.6%

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-17.7%

Revenue trend · last 8Q

+9%

-14%

-7%

-10%

+39%

-12%

-8%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$185.4M

$121.0M

$172.3M

$174.8M

$172.7M

$167.7M

$151.4M

$161.3M

Margins · last 8Q

Gross

99.9%

Operating

4.1%

Profit

4.0%

Wall Street consensus

2 analysts · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

2

100%

Sell

0%

Median Price Target

Latest: UBS · Aug 17, 2026

vs Industry

How JRVR stacks vs Insurance - Specialty

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.