Feed / PLMR

Palomar Holdings, Inc.

PLMR

Financial Services · 132.41 -1.2% today

Isolated · not yet confirmedMarket checked 10 Sept, 12:05 GMT-4

Market read

Palomar Holdings, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Company-1.2% todayVolume comparison unavailable
Market group0 of 6 activeProperty & Casualty Insurance · unavailable
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
  • PLMR's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if PLMR's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Financial Services · Insurance - Property & Casualty

No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • PLMR's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations326
Usable filing statements24
Verified relationships5
Evidence supporting the case
  • Latest annual revenue changed +58.2% year over year.
  • Net margin changed +1.3 percentage points in the latest annual period.
Evidence challenging the case
  • Diluted shares increased 4.8% in the latest annual period.
Questions before a position
  • P/E is 26% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 156% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 9, 2026

132.77
6m+7.8%12m+7.3%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$247.8M+47.1%$1.76+2.0%
2022-12-31$327.1M+32.0%$2.02-1.2%
2023-12-31$375.9M+14.9%$3.13-1.8%
2024-12-31$553.9M+47.3%$4.48+3.5%
2025-12-31$876.0M+58.2%$7.17+4.8%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 1 filings
The estimates and assumptions we use are dependent on many variables, such as loss adjustment expenses, insurance to value, storm or earthquake intensity, building code compliance and demand surge, which is the temporary inflation of costs for building materi…
10-K · Feb 24, 2026
Legal and regulatory exposuremixed · 1 filings
In addition, the Bermuda reinsurance regulatory framework has become subject to increased scrutiny in many jurisdictions.
10-K · Feb 24, 2026
Macroeconomic conditionsmixed · 1 filings
The estimates and assumptions we use are dependent on many variables, such as loss adjustment expenses, insurance to value, storm or earthquake intensity, building code compliance and demand surge, which is the temporary inflation of costs for building materi…
10-K · Feb 24, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 4.2× · EV/sales 4.0×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.

Price action

How the market is pricing the story

132.41-1.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 12:05 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for PLMR. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for PLMR. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind PLMR

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AFGAmerican Financial Group, Inc.competitorFeb 24, 2026

As an Approved Insurance Provider (“AIP”), we compete with 11 other insurance carriers in the federal crop market, including The Chubb Corporation and American Financial Group, Inc.

CBChubb LimitedcompetitorFeb 24, 2026

As an Approved Insurance Provider (“AIP”), we compete with 11 other insurance carriers in the federal crop market, including The Chubb Corporation and American Financial Group, Inc.

Depended on by

HGHamilton Insurance Group, Ltd.competitorFeb 25, 2026

Some of our competitors include American Financial Group, Inc.; Arch Capital Group Ltd; AXIS Capital Holdings Limited; Beazley plc; Cincinnati Financial Corporation; Everest Group, Ltd.; The Hanover Insurance Group, Inc.; Hiscox Ltd; James River Group Holding…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

PLMR is currently a Follower in the organic co-movement group Property & Casualty Insurance. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.