Specialty insurance provider Kinsale Capital Group (NYSE: KNSL) will be reporting results this Thursday after the bell. Here’s what investors should know.
Kinsale Capital Group beat analysts’ revenue expectations by 8.2% last quarter, reporting revenues of $469.8 million, up 22.2% year on year. It was a satisfactory quarter for the company, with an impressive beat of analysts’ revenue estimates but a slight miss of analysts’ book value per share estimates.
Is Kinsale Capital Group a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Kinsale Capital Group’s revenue to grow 7.3% year on year to $448.6 million, slowing from the 33% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $4.82 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Kinsale Capital Group has missed Wall Street’s revenue estimates three times over the last two years.
Looking at Kinsale Capital Group’s peers in the property & casualty insurance segment, some have already reported their Q3 results, giving us a hint as to what we can expect. RLI delivered year-on-year revenue growth of 8.4%, beating analysts’ expectations by 12.4%, and Travelers reported revenues up 5%, topping estimates by 0.9%. RLI traded up 2.8% following the results while Travelers was down 2.7%.
Read our full analysis of RLI’s results here and Travelers’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the property & casualty insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.1% on average over the last month. Kinsale Capital Group is up 7.2% during the same time and is heading into earnings with an average analyst price target of $494.67 (compared to the current share price of $454.01).
P.S. While everyone's chasing Nvidia, we found a hidden AI semiconductor winner trading at a fraction of the price. See our #1 pick before Wall Street catches on.
StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
