PLMR · Palomar Holdings, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted combined ratio non-GAAP | 76.3% | Six Months Ended June 30, 2026 | — |
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| Adjusted combined ratio excluding catastrophe losses non-GAAP | 76.4% | Six Months Ended June 30, 2026 | — |
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| Adjusted net income non-GAAP | 126.9M | Six Months Ended June 30, 2026 | — |
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| Adjusted underwriting income non-GAAP | 129.78M | Six Months Ended June 30, 2026 | — |
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| Annualized adjusted return on equity non-GAAP | 26.3% | second quarter of 2026 | — |
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| Annualized return on equity | 21.7% | second quarter of 2026 | — |
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| Attritional loss ratio | 34.6% | second quarter of 2026 | — |
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| Catastrophe loss ratio non-GAAP | -0.1% | second quarter of 2026 | — |
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| Catastrophe losses | -149K | Six Months Ended June 30, 2026 | — |
| Combined ratio | 83.3% | second quarter of 2026 | — |
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| Gross written premiums | 630.5M | second quarter of 2026 | — |
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| Total loss ratio | 34.5% | second quarter of 2026 | — |
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| Underwriting income non-GAAP | 48M | second quarter of 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Income before income taxes 69.8M
-19.95M Net investment income
-6.75M Net realized and unrealized gains on investments
+4.95M Interest expense
= Underwriting income 48.05M
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| Weighted average duration of the fixed-maturity investment portfolio | 4.33 | as of June 30, 2026 | — |
| Adjusted return on equity non-GAAP | 25.9% | Full Year FY2025 | — |
| Return on equity | 23.6% | Full Year FY2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Insurance - Property & Casualty — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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PLMR
this stock
Palomar Holdings, Inc.
|
$3.44B | -5.8% | +58.2% | 17.6 | 3.3% |
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CB
Chubb Ltd
|
$133.92B | +9.2% | +6.5% | 12.2 | 1.1% |
|
PGR
Progressive Corp/Oh/
|
$120.36B | -4.6% | +16.3% | 10.4 | 1.4% |
|
TKOMY
Tokio Marine Holdings, Inc.
|
$87.29B | +24.3% | — | — | 0.0% |
|
TRV
Travelers Companies, Inc.
|
$76.74B | +24.9% | +5.2% | 9.9 | 3.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PLMR | -0.5% | -6.9% | +4.3% | -5.2% | -5.9% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -0.1% | -9.8% | -7.3% | -8.1% | -18.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.