JRVR Earnings Preview
James River Group Holdings, Inc. · Financial Services · $291M
JRVR Earnings
Monday, May 04 2026
EPS Estimate
$0.28
$0.22 – $0.31
Revenue Estimate
$166M
Current Price
$6.49
Our Position
bullishTurned $81M loss into $47M profit
structured data
est. revisions stable
(-1.0pp / 30d)
This is a fundamental turnaround in profitability for a specialty insurer that was bleeding capital just a year ago. The sub-100 combined ratio signals underwriting discipline is finally working, and the book value surge rebuilds the equity cushion for future growth.
Watch: Watch whether the 96.6% combined ratio holds as the company scales — average policy size dropped 9.6% in Q4, suggesting a shift toward smaller accounts that could pressure margins if not managed carefully.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.1 (bullish skew)
Price downtrend
Key Context
Insider Activity
mixed
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
7.5
Est. Revisions (30d)
-1.2% 0up/0dn
Analyst Target (mean)
$8 $7–$8 +18%
Options P/C Ratio
0.07
Est. Dispersion
31% 3 analysts
Insider Cluster
strong buy (officer)
Recent Activity
insider trades
38 transactions
Award
·
CAVANESS JOEL D (Director)
·14,409 shares
Award
·
DORAN SARAH C. (Chief Financial Officer)
·42,446 shares
Award
·
MIGLIORATO PETER B (Director)
·14,409 shares
Award
·
HOFFMANN MICHAEL J (Officer)
·32,799 shares
Award
·
MILLER JEANETTE L (Officer)
·26,714 shares
33 more
Award
·
LANGWELL DENNIS J
·14,409 shr
Award
·
MCCOY JAMES PAUL
·18,912 shr
Award
·
LASALA CHRISTINE
·21,613 shr
Award
·
SUTHERLAND TODD RANDELL
·28,818 shr
Award
·
GOULD KIRSTIN M.
·14,409 shr
Award
·
CROW MICHAEL E
·41,686 shr
Award
·
D ORAZIO FRANK N
·143,461 shr
Award
·
BROWN THOMAS LYNN
·14,409 shr
Award
·
DORAN SARAH C.
·8,085 shr
Award
·
HOFFMANN MICHAEL J
·6,247 shr
Award
·
MILLER JEANETTE L
·3,122 shr
Award
·
D ORAZIO FRANK N
·13,597 shr
Other
·
SUTHERLAND TODD RANDELL
·42,955 shr
Other
·
CAVANESS JOEL D
·5,479 shr
Buy
·
SUTHERLAND TODD RANDELL
·17,000 shr
·$99,797
Buy
·
MIGLIORATO PETER B
·18,500 shr
·$101,077
Buy
·
LASALA CHRISTINE
·29,125 shr
·$152,210
Buy
·
D'ORAZIO FRANK N
·100,000 shr
·$474,560
Other
·
SCHMITZER RICHARD
·91,026 shr
Other
·
DORAN SARAH C.
·77,717 shr
Other
·
MIGLIORATO PETER B
·13,586 shr
Other
·
HOFFMANN MICHAEL J
·60,054 shr
Other
·
MILLER JEANETTE L
·36,684 shr
Other
·
D'ORAZIO FRANK N
·131,334 shr
Other
·
LANGWELL DENNIS J
·13,586 shr
Other
·
BOWMAN WILLIAM K
·40,760 shr
Other
·
MCCOY JAMES PAUL
·35,665 shr
Other
·
LASALA CHRISTINE
·27,173 shr
Other
·
GOULD KIRSTIN M.
·13,586 shr
Other
·
BROWN THOMAS LYNN
·13,586 shr
Exercise
·
GALLATIN POINT CAPITAL LLC
·5,859,375 shr
·$37,500,000
Exercise
·
BOTEIN MATTHEW B
·5,859,375 shr
·$37,500,000
Other
·
LASALA CHRISTINE
·4,460 shr
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