Kinsale Capital Group (NYSE:KNSL) Hits New 12-Month Low Following Analyst Downgrade

Kinsale Capital Group, Inc. (NYSE:KNSL) reached a new 52-week low on Thursday after Jefferies Financial Group downgraded the stock from a hold rating to an underperform rating. Jefferies Financial Group now has a $312.00 price target on the stock, down from their previous price target of $392.00. Kinsale Capital Group traded as low as $331.79 and last traded at $336.5110, with a volume of 1013 shares trading hands. The stock had previously closed at $348.30.

Several other analysts also recently issued reports on the company. BMO Capital Markets downgraded Kinsale Capital Group from a “market perform” rating to an “underperform” rating and set a $348.00 price target for the company. in a research note on Wednesday, February 25th. Wells Fargo & Company began coverage on Kinsale Capital Group in a report on Thursday, January 15th. They issued an “overweight” rating and a $490.00 target price for the company. Truist Financial decreased their target price on Kinsale Capital Group from $510.00 to $450.00 and set a “buy” rating for the company in a research report on Tuesday, February 17th. Wall Street Zen downgraded Kinsale Capital Group from a “hold” rating to a “sell” rating in a report on Saturday, February 28th. Finally, Morgan Stanley reissued an “overweight” rating on shares of Kinsale Capital Group in a research report on Tuesday, December 16th. Four research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $430.91.

Key Kinsale Capital Group News

Here are the key news stories impacting Kinsale Capital Group this week:

• Neutral Sentiment: Analysts’ consensus remains centered around a “Hold” recommendation, reflecting mixed views across the sell-side rather than broad bullish conviction. Kinsale Receives Average Hold
• Negative Sentiment: Jefferies downgraded KNSL from “Hold” to “Underperform” and cut its price target to $312 from $392 — a material cut that signals near-term downside risk and likely pressured sentiment. Jefferies Downgrade Finviz Quote
• Negative Sentiment: Zacks Research cut multiple near-term and medium-term EPS forecasts for Kinsale — trimming quarterly estimates (several Q1–Q4 quarters across 2026–2027) and lowering FY2026–FY2028 projections (e.g., FY2026 from $20.41 to $20.23, FY2027 to $22.17). These downward revisions reduce forward earnings visibility and may weigh on valuation expectations. Zacks Estimate Cuts

Institutional Trading of Kinsale Capital Group

Several hedge funds have recently added to or reduced their stakes in KNSL. V Square Quantitative Management LLC acquired a new stake in Kinsale Capital Group in the 4th quarter valued at approximately $25,000. Bayban bought a new position in Kinsale Capital Group in the 4th quarter worth approximately $25,000. eCIO Inc. acquired a new position in shares of Kinsale Capital Group during the fourth quarter worth approximately $29,000. International Assets Investment Management LLC acquired a new position in shares of Kinsale Capital Group during the fourth quarter worth approximately $29,000. Finally, Johnson Financial Group Inc. boosted its position in shares of Kinsale Capital Group by 257.1% in the third quarter. Johnson Financial Group Inc. now owns 75 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 54 shares during the period. Institutional investors own 85.36% of the company’s stock.

Kinsale Capital Group Stock Performance

The firm’s 50 day moving average price is $384.82 and its 200-day moving average price is $403.23. The firm has a market cap of $7.55 billion, a price-to-earnings ratio of 15.06, a P/E/G ratio of 1.44 and a beta of 1.01. The company has a debt-to-equity ratio of 0.11, a current ratio of 0.08 and a quick ratio of 0.08.

Kinsale Capital Group (NYSE:KNSL) last announced its earnings results on Thursday, February 12th. The financial services provider reported $5.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.30 by $0.51. The business had revenue of $483.27 million for the quarter, compared to analyst estimates of $467.66 million. Kinsale Capital Group had a net margin of 26.87% and a return on equity of 25.45%. During the same quarter in the previous year, the firm posted $4.62 earnings per share. On average, analysts anticipate that Kinsale Capital Group, Inc. will post 17.72 earnings per share for the current year.

Kinsale Capital Group Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 12th. Stockholders of record on Thursday, February 26th were issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Thursday, February 26th. This is a positive change from Kinsale Capital Group’s previous quarterly dividend of $0.17. Kinsale Capital Group’s payout ratio is presently 4.61%.

Kinsale Capital Group declared that its Board of Directors has approved a share buyback plan on Thursday, December 11th that authorizes the company to buyback $250.00 million in shares. This buyback authorization authorizes the financial services provider to reacquire up to 2.8% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s board believes its shares are undervalued.

About Kinsale Capital Group

Kinsale Capital Group, Inc (NYSE:KNSL) is a specialty property and casualty insurance company headquartered in Richmond, Virginia. Established in 2009, the company focuses on underwriting complex and underserved risks across the United States. Kinsale operates through a network of wholesale brokers and independent agencies, offering tailored coverage solutions for a range of niche industries.

The company’s product portfolio includes general liability, business auto, professional liability, environmental liability, inland marine, cyber liability, and other specialty lines.