Alternative Investment Advisors LLC. Invests $2.89 Million in Palomar Holdings, Inc. $PLMR

Alternative Investment Advisors LLC. acquired a new stake in shares of Palomar Holdings, Inc. (NASDAQ:PLMR) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 24,724 shares of the company’s stock, valued at approximately $2,887,000. Palomar accounts for approximately 1.3% of Alternative Investment Advisors LLC.’s holdings, making the stock its 12th largest position. Alternative Investment Advisors LLC. owned approximately 0.09% of Palomar as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of PLMR. Royal Bank of Canada lifted its position in Palomar by 49.1% during the first quarter. Royal Bank of Canada now owns 2,956 shares of the company’s stock valued at $406,000 after purchasing an additional 974 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Palomar by 5.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,427 shares of the company’s stock valued at $2,115,000 after acquiring an additional 791 shares during the last quarter. NewEdge Advisors LLC purchased a new stake in Palomar during the first quarter valued at about $66,000. United Services Automobile Association purchased a new stake in Palomar during the first quarter valued at about $223,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Palomar by 11.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 72,661 shares of the company’s stock worth $9,960,000 after purchasing an additional 7,754 shares during the last quarter. Hedge funds and other institutional investors own 90.25% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on PLMR. JPMorgan Chase & Co. upped their price objective on Palomar from $155.00 to $160.00 and gave the stock an “overweight” rating in a report on Monday, February 23rd. Evercore assumed coverage on Palomar in a research report on Monday, February 9th. They issued an “outperform” rating and a $150.00 target price for the company. Keefe, Bruyette & Woods upped their target price on Palomar from $170.00 to $171.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Weiss Ratings upgraded shares of Palomar from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, January 14th. Finally, Wall Street Zen downgraded shares of Palomar from a “buy” rating to a “hold” rating in a research note on Sunday, March 1st. Seven research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $163.00.

Key Headlines Impacting Palomar

Here are the key news stories impacting Palomar this week:

• Positive Sentiment: Zacks published a bullish piece highlighting three reasons growth investors shouldn’t overlook Palomar, emphasizing the company’s solid growth attributes and potential to outpace the market. Read More.
• Positive Sentiment: Zacks also raised several near-term EPS estimates (notably Q1 & Q2 2027, and upgrades to Q2 2026 and Q4 2026), and lifted FY2027 guidance—supporting the view of continued earnings momentum in the short term.
• Neutral Sentiment: A Q4 earnings roundup places Palomar within the broader property & casualty insurance peer group, providing context on underwriting, reserve and investment trends but offering no new company-specific catalyst. Read More.
• Negative Sentiment: Offsetting the positives, Zacks trimmed some mid- and longer-term estimates (cuts to Q3 2026 and Q3 2027 EPS, a small reduction to FY2026, and a noticeable downgrade to FY2028), signaling more conservative assumptions about future growth and introducing downside risk to sentiment.

Palomar Trading Down 1.5%

PLMR opened at $117.25 on Thursday. Palomar Holdings, Inc. has a 12 month low of $107.75 and a 12 month high of $175.85. The business’s 50-day moving average price is $125.42 and its 200-day moving average price is $123.17. The company has a market cap of $3.13 billion, a P/E ratio of 16.33 and a beta of 0.46.

Palomar (NASDAQ:PLMR) last issued its earnings results on Wednesday, February 11th. The company reported $2.24 earnings per share for the quarter, beating the consensus estimate of $2.06 by $0.18. Palomar had a return on equity of 22.77% and a net margin of 22.50%.The company had revenue of $253.36 million during the quarter, compared to analysts’ expectations of $204.58 million. During the same period in the prior year, the business posted $1.52 EPS. Palomar’s quarterly revenue was up 62.7% compared to the same quarter last year. Equities research analysts forecast that Palomar Holdings, Inc. will post 5.99 earnings per share for the current fiscal year.

Insider Transactions at Palomar

In related news, insider Angela L. Grant sold 260 shares of the company’s stock in a transaction on Saturday, January 31st. The shares were sold at an average price of $121.75, for a total transaction of $31,655.00. Following the completion of the sale, the insider directly owned 7,033 shares in the company, valued at $856,267.75. This represents a 3.57% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, President Jon Christianson sold 522 shares of the stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $128.04, for a total transaction of $66,836.88. Following the sale, the president directly owned 65,919 shares of the company’s stock, valued at $8,440,268.76. The trade was a 0.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 58,999 shares of company stock valued at $7,253,229. Insiders own 3.70% of the company’s stock.

Palomar Profile

Palomar Holdings, Inc (NASDAQ: PLMR) is a specialty insurance holding company focused on providing medical stop-loss coverage and related administrative services to self-funded employer health plans in the United States. The firm operates through two primary business segments—Medical Stop-Loss and Specialty Program Management—to deliver tailored risk protection and comprehensive program administration.

In its Medical Stop-Loss segment, Palomar underwrites excess and aggregate stop-loss policies designed to shield self-insured employers from catastrophic medical claims that exceed pre-determined retention levels.