Palomar (PLMR) to Release Earnings on Wednesday

Palomar (NASDAQ:PLMR) will likely be issuing its Q4 2025 results before the market opens on Wednesday, February 11th. Analysts expect the company to announce earnings of $2.06 per share and revenue of $204.58 million for the quarter. Interested persons are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Thursday, February 12, 2026 at 12:00 PM ET.

Palomar (NASDAQ:PLMR) last posted its earnings results on Thursday, November 6th. The company reported $2.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.56 by $0.45. The firm had revenue of $244.66 million for the quarter, compared to the consensus estimate of $207.98 million. Palomar had a return on equity of 21.93% and a net margin of 22.59%.During the same quarter in the prior year, the business posted $1.23 earnings per share. On average, analysts expect Palomar to post $6 EPS for the current fiscal year and $7 EPS for the next fiscal year.

Palomar Stock Performance

Shares of NASDAQ PLMR opened at $121.89 on Wednesday. The stock has a market cap of $3.23 billion, a PE ratio of 19.02 and a beta of 0.44. Palomar has a fifty-two week low of $106.14 and a fifty-two week high of $175.85. The stock has a fifty day moving average of $127.63 and a 200-day moving average of $123.45.

Wall Street Analyst Weigh In

Several research analysts have commented on PLMR shares. JPMorgan Chase & Co. raised their price target on shares of Palomar from $145.00 to $155.00 and gave the company an “overweight” rating in a report on Wednesday, January 7th. Weiss Ratings raised shares of Palomar from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, January 14th. Keefe, Bruyette & Woods increased their target price on Palomar from $170.00 to $171.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Finally, Wall Street Zen raised Palomar from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Six analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, Palomar currently has an average rating of “Moderate Buy” and a consensus price target of $159.50.

Palomar News Roundup

Here are the key news stories impacting Palomar this week:

• Positive Sentiment: Palomar completed the acquisition of The Gray Casualty & Surety Company and closed a $450 million credit facility — adds surety capability, diversifies product mix and provides balance‑sheet flexibility to support growth. Acquisition & Credit Facility
• Neutral Sentiment: Palomar scheduled Q4 and full‑year 2025 results for release after the close on Feb 11, 2026, with a conference call Feb 12 — an event that typically increases short‑term volatility as investors update reserve and underwriting assumptions. Earnings Release & Call
• Negative Sentiment: Heavy insider selling over Jan. 29–31 (CEO, President, CFO and multiple senior officers sold shares, including several transactions totaling hundreds to thousands of shares) — raises near‑term concern about insider liquidity and may pressure sentiment into earnings despite routine explanations (tax, diversification, or planning). Representative filings and coverage are here. Insider Sales Example

Insiders Place Their Bets

In other news, CFO T Christopher Uchida sold 545 shares of the firm’s stock in a transaction dated Saturday, January 31st. The stock was sold at an average price of $121.74, for a total transaction of $66,348.30. Following the transaction, the chief financial officer directly owned 14,005 shares of the company’s stock, valued at approximately $1,704,968.70. This trade represents a 3.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, President Jon Christianson sold 515 shares of the business’s stock in a transaction dated Saturday, January 31st. The shares were sold at an average price of $121.75, for a total value of $62,701.25. Following the completion of the sale, the president directly owned 65,421 shares of the company’s stock, valued at approximately $7,965,006.75. This trade represents a 0.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 58,998 shares of company stock valued at $7,255,669 over the last three months. 3.70% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in PLMR. Dimensional Fund Advisors LP raised its holdings in Palomar by 1.7% during the 3rd quarter. Dimensional Fund Advisors LP now owns 596,050 shares of the company’s stock valued at $69,584,000 after buying an additional 9,731 shares during the last quarter. Alliancebernstein L.P. raised its stake in shares of Palomar by 290.2% during the second quarter. Alliancebernstein L.P. now owns 497,080 shares of the company’s stock valued at $76,675,000 after acquiring an additional 369,697 shares during the last quarter. Qube Research & Technologies Ltd boosted its holdings in shares of Palomar by 16.4% during the third quarter. Qube Research & Technologies Ltd now owns 244,135 shares of the company’s stock worth $28,503,000 after purchasing an additional 34,379 shares during the period. Freestone Grove Partners LP boosted its holdings in shares of Palomar by 128.2% during the third quarter. Freestone Grove Partners LP now owns 225,517 shares of the company’s stock worth $26,329,000 after purchasing an additional 126,689 shares during the period. Finally, Ameriprise Financial Inc. grew its stake in shares of Palomar by 65.7% in the second quarter. Ameriprise Financial Inc. now owns 196,624 shares of the company’s stock worth $30,324,000 after purchasing an additional 77,992 shares during the last quarter. Institutional investors own 90.25% of the company’s stock.

Palomar Company 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.