Pelagos Insurance Capital Ltd (PLGO) Q4 2025 Earnings Call

Concluded Feb 26, 2026

Feb 26, 2026 0 turns

Period: FY2025 Q4
Runtime: —
Sources: 1 artifact

Executive readout · one minute

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Combined ratio and underwriting profitability 20 New underwriting partnerships and platform expansion 17 Asset-backed finance and portfolio credit 16 Outwards reinsurance program 15 Aviation line retrenchment 12 Capital allocation and share repurchases 12

Management tone

Confident

Net tone +72 · low hedging

Grounding quotes

“We are very pleased to have reported top-line premium growth of 3%, a combined ratio of 80.6%, and an annualized operating ROAE of 18.3%, meaningfully exceeding our through-the-cycle targets.”
“We strongly believe that at our current market price, our stock is undervalued and buying shares represents an accretive use of capital.”
“These results reinforce the resilience of our platform and our confidence in sustaining strong performance moving forward.”
“When you look at our results, they are exceptional. But it's got to be consistent we get that.”

Research coverage

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Revenue · derived Q4 $600.90M -10.8% YoY

Net income · derived Q4 $117.80M

Research materials

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6-K call announcement Filed Feb 25, 2026 Company webcastOpen the original investor-relations page

Quarter detail

How the reported period landed and where the business moved.

Capital returned

Buybacks · derived: $118.70M
Dividend / share: $0.15

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