AI
AII
American Integrity Insurance Group, Inc.
$17.01
+0.89%
$333.2M
No data for this timeframe.
Vol
Market Cap$333.2M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders50 funds
Inst. Value$120.6M
Inst. Activity11 buys / 5 sells
Insider Activity6B / 0S
Insider Net $$2.5M
SEC Reports7
Recent Activity
Jun 11, 2026
SEC
10% owner James E. Sowell purchased 56.8K shares of AII for ~$962K at ~$16.91-16.92, representing 0.29% of market cap. T
INSIDER-BUY — Impact 4/10
Jun 11, 2026
SEC
Three mega-passive institutional investors (BlackRock, State Street, Morgan Stanley) collectively more than doubled thei
INST-CLUSTER — Impact 3/10
Jun 9, 2026
Insider
SOWELL JAMES E bought 79,497 shares
10%+ Owner @ $16.85 ($1.3M)
Jun 8, 2026
Insider
SOWELL JAMES E bought 33,628 shares
10%+ Owner @ $16.91 ($568.6K)
Jun 5, 2026
Insider
SOWELL JAMES E bought 23,231 shares
10%+ Owner @ $16.92 ($393.1K)
May 27, 2026
SEC
Three AII insiders, including the Chairman, made open-market purchases totaling ~$200K over a 5-day window. This is a cl
CLUSTER — Impact 5/10
Inst.
WASATCH ADVISORS LP — ADD
1,192,192 shares ($23.0M)
Inst.
BlackRock, Inc. — ADD
749,890 shares ($14.5M)
Price Targets
$23.75
+39.6% upside
Strong Buy
Current $17.01
Low $20.00
Median $24.50
High $26.00
4 analysts
$20.00
$26.00
Analyst Ratings
2Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 13, 2026 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
| Apr 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Mar 9, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.89 ▼ -9.5% | $0.65 — $1.15 | -52% YoY | 6 |
| Next Q | $-0.07 ▲ +58.3% | $-0.42 — $0.37 | -110% YoY | 6 |
| Current FY | $2.79 | $2.50 — $3.00 | -53% YoY | 6 |
| Next FY | $3.01 | $2.75 — $3.23 | 8% YoY | 6 |
Latest Reports
BULLISH
INSIDER-BUY
4/10
10% owner James E. Sowell purchased 56.8K shares of AII for ~$962K at ~$16.91-16.92, representing 0.29% of market cap. T
Jun 11, 2026
NEUTRAL
INST-CLUSTER
3/10
Three mega-passive institutional investors (BlackRock, State Street, Morgan Stanley) collectively more than doubled thei
Jun 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| WASATCH ADVISORS LP | $23.0M | ADD |
| BlackRock, Inc. | $14.5M | ADD |
| Freestone Grove Partners LP | $10.8M | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, | $9.2M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.8M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 9, 2026 | SOWELL JAMES | BUY | $1.3M |
| Jun 8, 2026 | SOWELL JAMES | BUY | $568.6K |
| Jun 5, 2026 | SOWELL JAMES | BUY | $393.1K |
| May 26, 2026 | MATHIS STEVEN | BUY | $50.5K |
| May 22, 2026 | Smathers Steven | BUY | $49.3K |
50 institutional holders with $120.6M total value (6,256,146 shares) as of 2026-Q1. Top holders: WASATCH, BlackRock,, Freestone. Net buying activity: 11 institutions added/increased vs 5 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | WASATCH ADVISORS LP | 1,192,192 | $23.0M | 19.1% | ADD +38.6% |
| 2 | BlackRock, Inc. | 749,890 | $14.5M | 12.0% | ADD +39.0% |
| 3 | Freestone Grove Partners LP | 559,197 | $10.8M | 8.9% | — |
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 477,776 | $9.2M | 7.6% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 454,833 | $8.8M | 7.3% | — |
| 6 | Russell Investments Group, Ltd. | 369,286 | $7.1M | 5.9% | ADD +38.7% |
| 7 | TWO SIGMA INVESTMENTS, LP | 339,113 | $6.5M | 5.4% | ADD +44.2% |
| 8 | BANK OF AMERICA CORP /DE/ | 293,443 | $5.7M | 4.7% | ADD +91.3% |
| 9 | CITADEL ADVISORS LLC | 198,385 | $3.8M | 3.2% | NEAR_EXIT -95.9% |
| 10 | STATE STREET CORP | 186,769 | $3.6M | 3.0% | ADD +42.4% |
| 11 | STATE OF WISCONSIN INVESTMENT BOARD | 144,157 | $2.8M | 2.3% | — |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 136,800 | $2.6M | 2.2% | TRIM -26.2% |
| 13 | LOS ANGELES CAPITAL MANAGEMENT LLC | 111,670 | $2.2M | 1.8% | DOUBLED +1159.7% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 108,198 | $2.1M | 1.7% | — |
| 15 | Alyeska Investment Group, L.P. | 103,188 | $2.0M | 1.6% | TRIM -68.5% |
| 16 | MORGAN STANLEY | 96,812 | $1.9M | 1.5% | DOUBLED +406.2% |
| 17 | MARSHALL WACE, LLP | 71,350 | $1.4M | 1.1% | TRIM -32.0% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 65,170 | $1.3M | 1.0% | ADD +84.6% |
| 19 | BALYASNY ASSET MANAGEMENT L.P. | 55,535 | $1.1M | 0.9% | TRIM -72.7% |
| 20 | VICTORY CAPITAL MANAGEMENT INC | 54,000 | $1.0M | 0.9% | TRIM -27.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WASATCH ADVISORS LP | ADD | 860,426 | 1,192,192 | +38.6% | $23.0M | 2026-Q1 |
| BlackRock, Inc. | ADD | 539,369 | 749,890 | +39.0% | $14.5M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 185,400 | 136,800 | -26.2% | $2.6M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 8,865 | 111,670 | +1159.7% | $2.2M | 2026-Q1 |
| Alyeska Investment Group, L.P. | TRIM | 327,405 | 103,188 | -68.5% | $2.0M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 104,963 | 71,350 | -32.0% | $1.4M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 203,741 | 55,535 | -72.7% | $1.1M | 2026-Q1 |
| Point72 Asset Management, L.P. | ADD | 36,108 | 49,067 | +35.9% | $946.0K | 2026-Q1 |
| Nuveen, LLC | DOUBLED | 10,165 | 35,564 | +249.9% | $685.7K | 2026-Q1 |
| STRS OHIO | DOUBLED | 13,700 | 29,000 | +111.7% | $559.1K | 2026-Q1 |
| FMR LLC | ADD | 8,937 | 14,250 | +59.4% | $274.7K | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | TRIM | 24,400 | 12,727 | -47.8% | $245.4K | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 6,786 | 9,691 | +42.8% | $186.8K | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 3,697 | 5,657 | +53.0% | $109.1K | 2026-Q1 |
| Legal & General Group Plc | ADD | 755 | 1,000 | +32.5% | $19.3K | 2026-Q1 |
| CWM, LLC | DOUBLED | 12 | 163 | +1258.3% | $3.1K | 2026-Q1 |
| VANGUARD GROUP INC | ADD | 439,637 | 566,666 | +28.9% | $11.8M | 2025-Q4 |
| Russell Investments Group, Ltd. | ADD | 222,082 | 307,934 | +38.7% | $6.4M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 152,267 | 291,250 | +91.3% | $6.1M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 150,436 | 216,891 | +44.2% | $4.5M | 2025-Q4 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 501,197 | 203,741 | -59.3% | $4.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 15,300 | 185,400 | +1111.8% | $3.9M | 2025-Q4 |
| STATE STREET CORP | ADD | 109,524 | 155,973 | +42.4% | $3.2M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 18,586 | 94,087 | +406.2% | $2.0M | 2025-Q4 |
| BLAIR WILLIAM & CO/IL | ADD | 19,500 | 24,400 | +25.1% | $508.3K | 2025-Q4 |
9 unique insiders with 17 transactions. Net insider value: $2.5M ($2.5M bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 9, 2026 | SOWELL JAMES E | 10%+ Owner | BUY | 79,497 | $16.85 | $1.3M |
| Jun 8, 2026 | SOWELL JAMES E | 10%+ Owner | BUY | 33,628 | $16.91 | $568.6K |
| Jun 5, 2026 | SOWELL JAMES E | 10%+ Owner | BUY | 23,231 | $16.92 | $393.1K |
| May 26, 2026 | MATHIS STEVEN B | Director | BUY | 3,000 | $16.82 | $50.5K |
| May 22, 2026 | Smathers Steven E | Director | BUY | 2,900 | $16.99 | $49.3K |
| May 22, 2026 | Clark David Lewis | Chairman | BUY | 5,830 | $17.15 | $100.0K |
| May 7, 2026 | Ritchie Jon P | President | TAX W/H | 1,538 | $19.67 | $30.3K |
| May 7, 2026 | Ritchie Robert C | Chief Executive Officer | TAX W/H | 2,921 | $19.67 | $57.5K |
| May 7, 2026 | Clark David Lewis | Chairman | TAX W/H | 1,230 | $19.67 | $24.2K |
| Apr 6, 2026 | Foley Brian | Chief Financial Officer | AWARD | 4,262 | — | — |
| Mar 31, 2026 | Csiszar Ernest N | Director | AWARD | 778 | — | — |
| Mar 31, 2026 | MATHIS STEVEN B | Director | AWARD | 778 | — | — |
| Mar 31, 2026 | Smathers Steven E | Director | AWARD | 778 | — | — |
| Mar 2, 2026 | Ritchie Jon P | President | AWARD | 11,814 | — | — |
| Mar 2, 2026 | Lurie Benjamin A | Chief Financial Officer | AWARD | 3,166 | — | — |
| Mar 2, 2026 | Clark David Lewis | Chairman | AWARD | 9,451 | — | — |
| Mar 2, 2026 | Ritchie Robert C | Chief Executive Officer | AWARD | 19,706 | — | — |
7 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 4.1/10.
BULLISH
INSIDER-BUY
4/10
10% owner James E. Sowell purchased 56.8K shares of AII for ~$962K at ~$16.91-16.92, representing 0.
Jun 11, 2026
NEUTRAL
INST-CLUSTER
3/10
Three mega-passive institutional investors (BlackRock, State Street, Morgan Stanley) collectively mo
Jun 11, 2026
BULLISH
CLUSTER
5/10
Three AII insiders, including the Chairman, made open-market purchases totaling ~$200K over a 5-day
May 27, 2026
NEUTRAL
CLUSTER
2/10
Chairman David Lewis and Director Steven Smathers made open-market purchases totaling $149K on May 2
May 27, 2026
MIXED
8-K
4/10
American Integrity furnished an investor presentation for 1Q 2026, highlighting strong voluntary pol
May 20, 2026
NEUTRAL
DEFA14A
3/10
American Integrity Insurance Group, Inc. filed a definitive proxy statement (DEFA14A) to solicit vot
Apr 17, 2026
BULLISH
8-K
8/10
American Integrity Insurance Group reported strong Q4 and full-year 2025 results, with net income up
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (80% buy). Based on 10 analysts: 2 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$23.75 mean target
+39.6% upside
Strong Buy (3.00)
$20.00 Low
$26.00 High
| Metric | Value |
|---|---|
| Current Price | $17.01 |
| Target Low | $20.00 |
| Target Mean | $23.75 |
| Target Median | $24.50 |
| Target High | $26.00 |
| # Analysts | 4 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.89 | $0.65 | $1.15 | -51.7% | -9.5% | 0↑ 5↓ | $0.1B | 25.3% | 6 |
| Next Q 2026-09-30 |
$-0.07 | $-0.42 | $0.37 | -109.9% | +58.3% | 1↑ 1↓ | $0.1B | 52.1% | 6 |
| Current FY 2026-12-31 |
$2.79 | $2.50 | $3.00 | -53.2% | +0.3% | 1↑ 2↓ | $0.4B | 35.6% | 6 |
| Next FY 2027-12-31 |
$3.01 | $2.75 | $3.23 | 7.8% | -0.3% | 0↑ 3↓ | $0.4B | 16.9% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.888 | |
| 7d ago | $0.972 | -0.084 |
| 30d ago | $0.982 | -0.094 |
| 60d ago | $0.978 | -0.089 |
| 90d ago | $0.892 | -0.004 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Apr 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Mar 9, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| May 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Apr 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Mar 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Feb 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Jan 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 12, 2026
earnings_calendar
AII Q1 2026 Earnings Scheduled — 2026-05-12
Feb 24, 2026
earnings_calendar
AII Q4 2025 Earnings After Market Close — 2026-02-24