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Palomar Holdings, Inc.
PLMR
NASDAQ·Financial Services·Insurance - Property & Casualty·Mkt cap $3.5B
$140.00
▲ +4.72%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$100.81 - $148.53
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 6.9% 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
3 reasons
- Specialized underwriting expertise in high-demand, underserved insurance niches with limited competition
- Strong distribution network through retail agents, wholesale brokers, and strategic carrier partnerships
- Disciplined risk selection and underwriting in earthquake, flood, and hurricane markets commanding premium pricing
Bear Case
2 risks
- Low volatility (beta 0.4).
- Growth premium of 1.2x vs Property & Casualty Insurance peers. Reasonable for this growth rate.
Growth
Strong growth ahead
Increasing demand for earthquake and flood insurance in high-value coastal and seismic regions
Value
Growth premium of 1.2x vs Property & Casualty Insurance peers. Reasonable for this growth rate.
Momentum
Strong
+11.3% over 3m
Quality
Excellent
High-growth business (61% revenue growth, 61% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Who's buying PLMR right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: May 4, 2026
MAY 6, 2026
Reported EPS of $2.31 vs $2.17 consensus (+6.5% surprise). Revenue of $629.8M vs $557.8M expected (+12.9%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+6.5%
Next: May 4, 2026
Revenue trend · last 8Q
—
—
+49%
+48%
+53%
+65%
+63%
+60%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$131.1M
$148.3M
$155.6M
$174.6M
$201.0M
$244.7M
$253.4M
$278.9M
Margins · last 8Q
Gross
—
Operating
—
Profit
15.4%
Wall Street consensus
3 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: JP Morgan · May 26, 2026
vs Industry
How PLMR stacks vs Insurance - Property & Casualty
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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