PLMR
Palomar Holdings, Inc.
$114.85
-0.26%
$3.0B
No data for this timeframe.
Vol
Market Cap$3.0B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders50 funds
Inst. Value$2.0B
Inst. Activity20 buys / 15 sells
Insider Activity0B / 24S
Insider Net $-$3.2M
SEC Reports9
Recent Activity
Jun 5, 2026
SEC
Palomar Holdings announced the appointment of Scott Beiser (Co-Chairman of Houlihan Lokey) to its board of directors, ef
8-K — Impact 3/10
May 29, 2026
SEC
Palomar Holdings announced the successful completion of its June 1, 2026, reinsurance renewal, securing $421M of increme
8-K — Impact 7/10
May 29, 2026
SEC
Palomar Holdings announced the successful completion of its June 1, 2026 reinsurance renewal, securing $421M of incremen
PRESS-RELEASE — Impact 6/10
May 21, 2026
Insider
Armstrong Mac sold 1,328 shares
CEO and Chairman @ $113.93 ($151.3K)
May 21, 2026
Insider
BRADLEY THOMAS A was granted 1,304 shares
Director
May 21, 2026
Insider
BEISER SCOTT L was granted 869 shares
Director
Inst.
Invesco Ltd. — TRIM
499,287 shares ($59.7M)
Inst.
Freestone Grove Partners LP — ADD
476,484 shares ($56.9M)
Price Targets
$154.17
+34.2% upside
Strong Buy
Current $114.85
Low $132.00
Median $156.50
High $168.00
6 analysts
$132.00
$168.00
Analyst Ratings
4Strong Buy
8Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 26, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| May 11, 2026 | Piper Sandler | MAINTAIN | Overweight → Overweight |
| Apr 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Feb 23, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.26 ▲ +2.0% | $1.97 — $2.51 | 28% YoY | 7 |
| Next Q | $2.53 ▼ -1.8% | $2.11 — $3.15 | 26% YoY | 7 |
| Current FY | $9.88 ▲ +3.1% | $9.39 — $10.15 | 26% YoY | 7 |
| Next FY | $11.18 ▲ +0.9% | $10.58 — $11.75 | 13% YoY | 6 |
Latest Reports
NEUTRAL
8-K
3/10
Palomar Holdings announced the appointment of Scott Beiser (Co-Chairman of Houlihan Lokey) to its board of directors, ef
Jun 5, 2026
BULLISH
8-K
7/10
Palomar Holdings announced the successful completion of its June 1, 2026, reinsurance renewal, securing $421M of increme
May 29, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $524.0M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $145.7M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $143.2M | — |
| STATE STREET CORP | $126.9M | — |
| JANUS HENDERSON GROUP PLC | $111.7M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 21, 2026 | Armstrong Mac | SELL | $151.3K |
| May 21, 2026 | BRADLEY THOMAS | A | $0.00 |
| May 21, 2026 | BEISER SCOTT | A | $0.00 |
| May 21, 2026 | Taketa Richard | A | $0.00 |
| May 21, 2026 | Notaras Martha | A | $0.00 |
50 institutional holders with $2.0B total value (16,519,369 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 20 institutions added/increased vs 15 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,385,138 | $524.0M | 26.5% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,218,960 | $145.7M | 7.4% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,198,537 | $143.2M | 7.3% | — |
| 4 | STATE STREET CORP | 1,062,288 | $126.9M | 6.4% | — |
| 5 | JANUS HENDERSON GROUP PLC | 933,993 | $111.7M | 5.7% | DOUBLED +250.1% |
| 6 | Sumitomo Mitsui Trust Group, Inc. | 716,335 | $85.6M | 4.3% | ADD +72.1% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 653,026 | $78.0M | 4.0% | — |
| 8 | Invesco Ltd. | 499,287 | $59.7M | 3.0% | TRIM -26.4% |
| 9 | Freestone Grove Partners LP | 476,484 | $56.9M | 2.9% | ADD +97.8% |
| 10 | Hood River Capital Management LLC | 426,046 | $50.9M | 2.6% | NEW |
| 11 | VOYA INVESTMENT MANAGEMENT LLC | 320,450 | $38.3M | 1.9% | ADD +33.7% |
| 12 | CITADEL ADVISORS LLC | 312,732 | $37.4M | 1.9% | — |
| 13 | FEDERATED HERMES, INC. | 308,753 | $36.9M | 1.9% | — |
| 14 | GOLDMAN SACHS GROUP INC | 301,523 | $36.0M | 1.8% | — |
| 15 | Artemis Investment Management LLP | 274,614 | $32.8M | 1.7% | ADD +29.4% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 255,994 | $30.6M | 1.5% | — |
| 17 | MORGAN STANLEY | 209,251 | $25.0M | 1.3% | — |
| 18 | DANSKE BANK A/S | 193,781 | $23.2M | 1.2% | ADD +40.1% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 184,151 | $22.0M | 1.1% | — |
| 20 | BNP Paribas Asset Management Holding S.A. | 160,677 | $19.2M | 1.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Invesco Ltd. | TRIM | 677,937 | 499,287 | -26.4% | $59.7M | 2026-Q1 |
| Freestone Grove Partners LP | ADD | 240,887 | 476,484 | +97.8% | $56.9M | 2026-Q1 |
| Hood River Capital Management LLC | NEW | — | 426,046 | — | $50.9M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 239,602 | 320,450 | +33.7% | $38.3M | 2026-Q1 |
| Artemis Investment Management LLP | ADD | 212,279 | 274,614 | +29.4% | $32.8M | 2026-Q1 |
| DANSKE BANK A/S | ADD | 138,295 | 193,781 | +40.1% | $23.2M | 2026-Q1 |
| Clark Capital Management Group, Inc. | ADD | 113,942 | 157,274 | +38.0% | $18.8M | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 202,220 | 148,578 | -26.5% | $17.8M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 308,734 | 141,838 | -54.1% | $16.9M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 54,240 | 93,157 | +71.7% | $11.1M | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC | TRIM | 176,316 | 84,207 | -52.2% | $10.1M | 2026-Q1 |
| AustralianSuper Pty Ltd | TRIM | 241,510 | 79,418 | -67.1% | $9.5M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 36,570 | 63,108 | +72.6% | $7.5M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 16,275 | 54,088 | +232.3% | $6.5M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 19,131 | 46,551 | +143.3% | $5.6M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | TRIM | 73,701 | 40,121 | -45.6% | $4.8M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 96,995 | 24,727 | -74.5% | $3.0M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 32,642 | 22,409 | -31.3% | $2.7M | 2026-Q1 |
| STIFEL FINANCIAL CORP | ADD | 14,136 | 18,683 | +32.2% | $2.2M | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC | DOUBLED | 7,190 | 18,631 | +159.1% | $2.2M | 2026-Q1 |
| Horizon Investments, LLC | DOUBLED | 824 | 17,230 | +1991.0% | $2.1M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | DOUBLED | 3,060 | 12,860 | +320.3% | $1.5M | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 2,138 | 11,865 | +455.0% | $1.4M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | TRIM | 15,759 | 7,483 | -52.5% | $894.2K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 146 | 7,126 | +4780.8% | $851.6K | 2026-Q1 |
14 unique insiders with 50 transactions. Net insider value: -$3.2M ($0.00 bought, $3.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 21, 2026 | Armstrong Mac | CEO and Chairman | SELL | 1,328 | $113.93 | $151.3K |
| May 21, 2026 | BRADLEY THOMAS A | Director | AWARD | 1,304 | — | — |
| May 21, 2026 | BEISER SCOTT L | Director | AWARD | 869 | — | — |
| May 21, 2026 | Taketa Richard H | Director | AWARD | 1,304 | — | — |
| May 21, 2026 | Notaras Martha | Director | AWARD | 1,304 | — | — |
| May 21, 2026 | Middleton Daina | Director | AWARD | 1,304 | — | — |
| May 21, 2026 | Fallon Catriona M | Director | AWARD | 1,304 | — | — |
| May 21, 2026 | Bradley Daryl | Director | AWARD | 1,304 | — | — |
| May 18, 2026 | Knutzen Jonathan | Chief Risk Officer | SELL | 281 | $115.26 | $32.4K |
| May 18, 2026 | Uchida T Christopher | Chief Financial Officer | EXERCISE | 1,530 | — | — |
| May 18, 2026 | Christianson Jon | President | SELL | 522 | $115.26 | $60.2K |
| May 18, 2026 | Christianson Jon | President | EXERCISE | 1,020 | — | — |
| May 18, 2026 | Uchida T Christopher | Chief Financial Officer | SELL | 783 | $115.26 | $90.2K |
| May 18, 2026 | Knutzen Jonathan | Chief Risk Officer | EXERCISE | 612 | — | — |
| Apr 21, 2026 | Armstrong Mac | CEO and Chairman | SELL | 1,622 | $129.91 | $210.7K |
| Apr 15, 2026 | Christianson Jon | President | EXERCISE | 1,937 | $15.00 | $29.1K |
| Apr 15, 2026 | Christianson Jon | President | SELL | 1,857 | $128.59 | $238.8K |
| Apr 15, 2026 | Armstrong Mac | CEO and Chairman | SELL | 3,197 | $129.46 | $413.9K |
| Apr 15, 2026 | Armstrong Mac | CEO and Chairman | EXERCISE | 6,250 | — | — |
| Apr 7, 2026 | Christianson Jon | President | SELL | 3,000 | $125.00 | $375.0K |
| Apr 7, 2026 | Christianson Jon | President | EXERCISE | 3,000 | $15.00 | $45.0K |
| Apr 7, 2026 | Christianson Jon | President | SELL | 3,000 | $125.00 | $375.0K |
| Mar 23, 2026 | Armstrong Mac | CEO and Chairman | SELL | 400 | $118.33 | $47.3K |
| Feb 18, 2026 | Knutzen Jonathan | Chief Risk Officer | SELL | 281 | $128.04 | $36.0K |
| Feb 18, 2026 | Uchida T Christopher | Chief Financial Officer | EXERCISE | 1,530 | — | — |
| Feb 18, 2026 | Uchida T Christopher | Chief Financial Officer | SELL | 783 | $128.04 | $100.3K |
| Feb 18, 2026 | Christianson Jon | President | EXERCISE | 1,020 | — | — |
| Feb 18, 2026 | Christianson Jon | President | SELL | 522 | $128.04 | $66.8K |
| Feb 18, 2026 | Knutzen Jonathan | Chief Risk Officer | EXERCISE | 612 | — | — |
| Feb 12, 2026 | Armstrong Mac | CEO and Chairman | SELL | 300 | $117.58 | $35.3K |
| Jan 31, 2026 | Armstrong Mac | CEO and Chairman | SELL | 2,205 | $121.74 | $268.4K |
| Jan 31, 2026 | Armstrong Mac | CEO and Chairman | EXERCISE | 4,266 | — | — |
| Jan 31, 2026 | Uchida T Christopher | Chief Financial Officer | SELL | 545 | $121.74 | $66.4K |
| Jan 31, 2026 | Uchida T Christopher | Chief Financial Officer | EXERCISE | 1,054 | — | — |
| Jan 31, 2026 | Knutzen Jonathan | Chief Risk Officer | EXERCISE | 890 | — | — |
| Jan 31, 2026 | Knutzen Jonathan | Chief Risk Officer | SELL | 290 | $121.74 | $35.3K |
| Jan 31, 2026 | Grant Angela L. | Chief Legal Officer | EXERCISE | 713 | — | — |
| Jan 31, 2026 | Grant Angela L. | Chief Legal Officer | SELL | 260 | $121.75 | $31.7K |
| Jan 31, 2026 | Christianson Jon | President | EXERCISE | 995 | — | — |
| Jan 31, 2026 | Christianson Jon | President | SELL | 515 | $121.75 | $62.7K |
| Jan 29, 2026 | Armstrong Mac | CEO and Chairman | SELL | 2,460 | $122.04 | $300.2K |
| Jan 29, 2026 | Armstrong Mac | CEO and Chairman | EXERCISE | 4,786 | — | — |
| Jan 29, 2026 | Herve Rodolphe | Chief Operating Officer | SELL | 425 | $122.04 | $51.9K |
| Jan 29, 2026 | Herve Rodolphe | Chief Operating Officer | EXERCISE | 1,020 | — | — |
| Jan 29, 2026 | Carter Timothy | Chief People Officer | SELL | 254 | $122.04 | $31.0K |
| Jan 29, 2026 | Carter Timothy | Chief People Officer | EXERCISE | 610 | — | — |
| Jan 29, 2026 | Uchida T Christopher | Chief Financial Officer | SELL | 511 | $122.04 | $62.4K |
| Jan 29, 2026 | Uchida T Christopher | Chief Financial Officer | EXERCISE | 1,408 | — | — |
| Jan 29, 2026 | Grant Angela L. | Chief Legal Officer | EXERCISE | 1,094 | — | — |
| Jan 29, 2026 | Grant Angela L. | Chief Legal Officer | SELL | 397 | $122.04 | $48.5K |
9 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 6 neutral. Avg impact: 4.0/10.
NEUTRAL
8-K
3/10
Palomar Holdings announced the appointment of Scott Beiser (Co-Chairman of Houlihan Lokey) to its bo
Jun 5, 2026
BULLISH
8-K
7/10
Palomar Holdings announced the successful completion of its June 1, 2026, reinsurance renewal, secur
May 29, 2026
BULLISH
PRESS-RELEASE
6/10
Palomar Holdings announced the successful completion of its June 1, 2026 reinsurance renewal, securi
May 29, 2026
NEUTRAL
PRESS-RELEASE
4/10
Palomar Holdings (PLMR) reported Q1 2026 EPS of $2.31, a 3.6% beat vs consensus $2.23, with revenue
May 27, 2026
NEUTRAL
CLUSTER
2/10
Four Palomar insiders, including the CEO, CFO, President, and Chief Risk Officer, sold a combined $3
May 26, 2026
NEUTRAL
3
2/10
Scott L. Beiser filed a Form 3 initial statement of beneficial ownership after becoming a director o
May 26, 2026
NEUTRAL
CLUSTER
3/10
Four Palomar Holdings insiders, including the CEO and CFO, sold a total of $334K in open-market shar
May 22, 2026
BEARISH
CLUSTER
6/10
Two top executives at Palomar Holdings — CEO Armstrong Mac and President Jon Christianson — sold sha
Apr 17, 2026
NEUTRAL
DEFA14A
3/10
Palomar Holdings, Inc. filed a definitive proxy statement for its 2026 Annual Meeting of Stockholder
Apr 10, 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 15 analysts: 4 strong buy, 8 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$154.17 mean target
+34.2% upside
Strong Buy (1.63)
$132.00 Low
$168.00 High
| Metric | Value |
|---|---|
| Current Price | $114.85 |
| Target Low | $132.00 |
| Target Mean | $154.17 |
| Target Median | $156.50 |
| Target High | $168.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (1.63) |
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 |
$2.26 | $1.97 | $2.51 | 28.1% | +2.0% | 4↑ 2↓ | $0.3B | 57.2% | 7 |
| Next Q 2026-09-30 |
$2.53 | $2.11 | $3.15 | 26.0% | -1.8% | 3↑ 3↓ | $0.3B | 36.9% | 7 |
| Current FY 2026-12-31 |
$9.88 | $9.39 | $10.15 | 25.6% | +3.1% | 7↑ 0↓ | $1.2B | 45.5% | 7 |
| Next FY 2027-12-31 |
$11.18 | $10.58 | $11.75 | 13.2% | +0.9% | 4↑ 0↓ | $1.5B | 24.5% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.255 | |
| 7d ago | $2.231 | +0.024 |
| 30d ago | $2.212 | +0.043 |
| 60d ago | $2.162 | +0.093 |
| 90d ago | $2.158 | +0.098 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 26, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| May 11, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Apr 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Feb 23, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Jan 7, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Jan 6, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 8 | 3 | 0 | 0 | 80% | |
| May 1, 2026 | 4 | 8 | 2 | 0 | 0 | 86% | |
| Apr 1, 2026 | 4 | 8 | 2 | 0 | 0 | 86% | |
| Mar 1, 2026 | 4 | 8 | 2 | 0 | 0 | 86% | |
| Feb 1, 2026 | 4 | 7 | 2 | 0 | 0 | 85% | |
| Jan 1, 2026 | 4 | 7 | 2 | 0 | 0 | 85% |
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 29, 2026
earnings
Palomar Holdings, Inc. Announces Successful Completion of June 1 Reinsurance Placement
Full Year 2026 Adjusted Net Income Guidance Increased to $266 Million to $280 Million <pre>Full Year 2026 Adjusted Net Income Guidance Increased to $2
May 27, 2026
earnings
Palomar Holdings, Inc. Announces Participation in the 46th Annual William Blair Annual Growth Stock Conference
<p align="justify">LA JOLLA, Calif., May 27, 2026 (GLOBE NEWSWIRE) -- Palomar Holdings, Inc. (NASDAQ: PLMR) (“Palomar”) today announced that Mac Arm
May 26, 2026
other
Palomar Holdings, Inc. Appoints Scott Beiser to its Board of Directors
<p align="justify">LA JOLLA, Calif., May 26, 2026 (GLOBE NEWSWIRE) -- Palomar Holdings, Inc. (NASDAQ: PLMR) (the "Company") today announced that Sco
May 6, 2026
earnings
Palomar Holdings, Inc. Reports First Quarter 2026 Results
<p align="justify">LA JOLLA, Calif., May 06, 2026 (GLOBE NEWSWIRE) -- Palomar Holdings, Inc. (NASDAQ:PLMR) (“Palomar” or “Company”) reported net inc
May 6, 2026
earnings_calendar
PLMR Q1 2026 Earnings Scheduled — 2026-05-06
May 4, 2026
earnings_calendar
PLMR Q1 2026 Earnings Scheduled — 2026-05-04
Apr 29, 2026
earnings
Palomar Holdings, Inc. Announces First Quarter 2026 Financial Results Release Date and Conference Call
<p align="justify">LA JOLLA, Calif., April 29, 2026 (GLOBE NEWSWIRE) -- Palomar Holdings, Inc. (NASDAQ: PLMR) (the “Company”) today announced that i
Apr 14, 2026
short_interest
FTD: PLMR — 24,364 shares ($3.1M) failed to deliver
Settlement: 20260414, Price: $128.38, FTD Value: $3,127,850.32, PALOMAR HLDGS INC COM (DE)