Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$3.4B
26M shares
52-week range
$100.81 – $147.62
58% from low
Sector
FIRE, MARINE & CASUALTY INSURANCE
Exchange
NASDAQ
CS
Palomar Holdings Inc that provides property and casualty insurance products to individuals and businesses. It provides insurance products serving five categories: Earthquake, Inland Marine and Other Property, Casualty, Fronting, and Crop. Company distribute products through multiple channels, including retail agents, program administrators, wholesale brokers, and partnerships with other insurance companies. The company's Earthquake product generate high premium.
plmr.comNo one on the platform currently holds PLMR.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-09-30 | 20,500 | $1.9M |
| Bridgewater Associatesas of 2025-12-31 | 5,661 | $762.9K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-19 | $0.4500 | 2026-09-02 |
No one on the platform has traded PLMR yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.6B | +30.5% | $9.95 | $9.46–$10.24 | 12.9× | 5 |
| 2027 | $3.2B | +21.7% | $11.16 | $10.78–$11.86 | 11.5× | 4 |
| 2028 | $1.4B | -54.8% | $12.04 | $10.89–$13.19 | 10.6× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $2.19 | $2.36 | +7.8% |
| 2026-05-06 | $2.17 | $2.31 | +6.5% |
| 2026-02-11 | $2.06 | $2.24 | +8.7% |
| 2025-11-06 | $1.58 | $2.01 | +27.2% |
| 2025-08-04 | $1.68 | $1.76 | +4.8% |
| 2025-05-05 | $1.59 | $1.87 | +17.6% |
| 2025-02-12 | $1.22 | $1.52 | +24.6% |
| 2024-11-04 | $1.03 | $1.23 | +19.4% |
| $3.5B |
| — |
| FHBFirst Hawaiian, Inc. | $27.80 | +0.63% | $3.4B | — |
| HCIHCI Group, Inc. | $185.98 | +1.30% | $2.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
PLMR Q2 2026 Earnings Summary $PLMR https://stocktwits.com/news/earnings/earnings/plmr-q2-26-earnings-summary/cZo4uVVRJIU
View on StockTwits ↗$PLMR Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $2.00 up 14.94% YoY • Reported revenue of $314.42M up 54.65% YoY • For the full year 2026, Palomar Holdings expects to achieve adjusted net income of $270 million to $280 million, which includes an estimate of $8 million to $12 million of catastrophe losses.
View on StockTwits ↗Breaking: Claude just bought gold as a hedge on the current ecosystem It also locked in profits on Palomar $PLMR for ~ a 35% gain
View on StockTwits ↗While many still think of $ROOT as "just another boring insurer," $ROOT quietly remains the fastest-growing public P&C insurer over the past three years, ahead of other big upcoming insurance names like $SLDE, $PLMR, and $LMND
View on StockTwits ↗My top stock pick for every sector right now + 3 year price targets Semi-Conductor - $NVDA | Nvidia Corp Target: $380 Connectivity: - $CRDO | Credo Technology Group Holding Target: $420 Insurance: - $PLMR | Palomar Holdings Target: $310 Cybersecurity: - $RBRK | Rubrik Target: $260 This list highlights several of the strongest AI-era investment themes: semiconductors, connectivity, insurance, and cybersecurity. NVDA remains the leader in AI compute. CRDO is benefiting from explosive demand for high-speed connectivity in AI data centers. PLMR continues to stand out through disciplined underwriting and consistent profitability, while RBRK is well positioned as enterprise demand for data protection and cybersecurity continues to grow. Over the next few years, the biggest winners will likely be companies with durable competitive advantages, strong execution, and sustainable earnings growth—not just the hottest stories. If you could own only one of these stocks for the next three years, would you choose NVDA, CRDO, or RBRK? Share your thoughts in the comments!
View on StockTwits ↗The current market correction is giving you so many insane opportunities. $NVDA is a $280 stock trading at $193 $RDDT is a $250 stock trading at $166 $AAOI is a $220 stock trading at $130 $PLMR is a $190 stock trading at $123 $NU is a $25 stock trading at $13 This is what drawdowns do - they force forward expectations to reset faster than fundamentals. Opportunity usually shows up when sentiment breaks before earnings do.
View on StockTwits ↗This correction is opening up some serious opportunities right now. $CRWV is a $300 stock trading at $94 $ZETA is a $40 stock trading at $19 $RDDT is a $250 stock trading at $166 $PLMR is a $190 stock trading at $123 $NU is a $25 stock trading at $13 Not saying everything snaps back immediately - but these are the types of dislocations that don’t show up in calm markets. I stay focused on where sentiment broke harder than fundamentals. Next alert dropping soon. If notifications are off, you’ll likely see it after the move is already done.
View on StockTwits ↗$PLMR Management made a good investment case at their conference today. One of the slides towards the end has a comparison between PLMR and their peers and it did a good job of showing the value of PLMR relative to others in the specialty insurance industry. 13.3 TTM PE with 26% FY income growth guidance and consistent 20+% ROE. It seems this is a great business at a cheap price.
View on StockTwits ↗$PLMR clearly a winning tag. Really cheap. Would be lucky to see it under $100 😬🪴
View on StockTwits ↗Sector allocation watchlist + 3Y targets A structured multi-sector framework focused on high-conviction thematic exposure across insurance, cybersecurity, and quantum computing: $PLMR target $310 (specialty underwriting + disciplined risk pricing cycle) $RBRK target $260 (data protection + enterprise security consolidation trend) $QBTS target $72 (early-stage quantum commercialization optionality) These are asymmetric, early-cycle positioning ideas where valuation is still being shaped by future adoption curves rather than mature market expectations Always interested to hear other sector picks — where are you seeing the strongest risk/reward setups right now?
View on StockTwits ↗$PLMR This conpany is undervalued. One day the stock price will explode.
View on StockTwits ↗Palomar Q1 Earnings Call Highlights $PLMR #Palomar #instantalerts #NASDAQ:PLMR https://www.marketbeat.com/instant-alerts/palomar-q1-earning
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.