文章核心观点 - Kinsale Capital Group, Inc. (NYSE: KNSL)是美国保险股中的一个很好的投资机会,尤其是如果公司能够改善其浮动资金管理,这需要一个出色的投资策略 [1] - 作为一名高质量公司的热情分析师,专注于长期投资,目标是超越市场平均水平 [2] - 分析师拥有KNSL的长期有利头寸 [3] 根据相关目录分别进行总结 公司情况 - Kinsale Capital Group, Inc.是一家美国保险公司,在纽约证券交易所上市 [1] - 公司需要改善其浮动资金管理,这需要一个出色的投资策略 [1] 分析师观点 - 分析师专注于识别具有出色增长潜力和可持续竞争优势的公司,提供有见地的分析以帮助投资者做出明智决策 [2] - 分析师拥有KNSL的长期有利头寸 [3]

This insurer has delivered incredible returns since its 2016 initial public offering (IPO). Can it keep winning for investors? When building long-term wealth through the stock market, it's important to find high-quality companies capable of sustained growth regardless of what the economy throws at them. Kinsale Capital (KNSL -5.29%) is one such company that has consistently delivered remarkable returns to its shareholders. The company may not be a household name, but its stock has steadily climbed since its ...

Kinsale's third-quarter earnings look excellent, but management is trying to rein in expectations.After reporting third-quarter earnings, shares of excess and surplus (E&S) insurer Kinsale Capital (KNSL -7.80%) were down 8% as of 1:45 p.m. ET Friday, according to data provided by S&P Global Market Intelligence.Despite delivering earnings-per-share growth of 50% during Q3, Kinsale's gross written premium growth slowed to "only" 19% as the company faced increasing competition. Priced at nearly 30 times earnin ...

财务数据和关键指标变化 - 第三季度2024年，公司的每股经营收益增长了27%，毛保费增长了19% [3] - 净收入和净经营收益分别增长了50.1%和26.8% [8] - 公司的综合比率为75.7%，其中包括来自净有利的前期损失准备金发展2.8个百分点 [8] 各条业务线数据和关键指标变化 - 第三季度的保费增长为19%，较第二季度的21%有所放缓，主要由于商业财产部门和某些专业责任及产品责任线的竞争加剧 [10] - 运输部门，尤其是商业汽车部门，增长良好 [12] - 小型商业财产部门继续以更快的速度增长 [11] 各个市场数据和关键指标变化 - 整体E&S市场在第三季度保持稳定，但竞争持续加剧 [5] - 新业务提交活动增长强劲，第三季度增长约23% [12] - 整体费率上涨约3%，较上季度的6%有所下降 [13] 公司战略和发展方向和行业竞争 - 公司专注于控制承保，提供最佳客户服务和广泛的风险承受能力，认为这些优势具有持久性 [4] - 公司计划在未来逐步进行股票回购，以提高资本效率 [7][9] - 公司对未来的增长前景持乐观态度，预计长期增长率在10%到20%之间 [47][57] 管理层对经营环境和未来前景的评论 - 管理层认为，尽管竞争加剧，但公司在各个市场中仍有良好的增长前景 [10][29] - 对于近期的自然灾害损失，管理层表示仍在评估影响，认为可能会影响市场竞争 [18][25] 其他重要信息 - 公司在第三季度的净投资收入增长了46.4%，主要得益于投资组合的持续增长和更高的利率 [8] - 公司在高价值房主保险领域看到了增长机会，尽管该业务面临自然灾害风险 [40] 问答环节所有提问和回答 问题: 关于股票回购计划的具体情况 - 公司表示，100百万美元的回购授权是相对温和的，预计每季度使用的比例很小，主要是为了减少限制性股票的稀释 [16] 问题: 自然灾害对竞争格局的影响 - 管理层认为，行业损失估计在高达500亿美元之间，可能会减缓某些地区的竞争 [18] 问题: E&S市场与标准市场之间的业务流动 - 管理层指出，E&S市场仍在健康增长，但竞争水平有所上升 [20] 问题: 关于费率的变化 - 管理层表示，某些部门仍在获得双位数的费率增长，而其他部门则在低于趋势的情况下降价 [22] 问题: 关于高价值房主保险的增长机会 - 管理层认为高价值房主保险在未来几年将继续快速增长，并采取严格的风险管理措施 [40]

Kinsale Capital Group (KNSL) delivered third-quarter 2024 net operating earnings of $4.20 per share, which outpaced the Zacks Consensus Estimate by 13.5%. The bottom line increased 26.9% year over year. The results reflect the continued execution of its strategy of disciplined underwriting and technology-enabled low costs. Shares gained 2.3% in the after-market trading session to reflect the outperformance. Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar. Operational Update Operatin ...

Kinsale Capital Group, Inc. (KNSL) reported $418.06 million in revenue for the quarter ended September 2024, representing a year-over-year increase of 33%. EPS of $4.20 for the same period compares to $3.31 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $401.22 million, representing a surprise of +4.20%. The company delivered an EPS surprise of +13.51%, with the consensus EPS estimate being $3.70.While investors closely watch year-over-year changes in headline numbers -- revenue ...

Kinsale Capital Group, Inc. (KNSL) came out with quarterly earnings of $4.20 per share, beating the Zacks Consensus Estimate of $3.70 per share. This compares to earnings of $3.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 13.51%. A quarter ago, it was expected that this company would post earnings of $3.52 per share when it actually produced earnings of $3.75, delivering a surprise of 6.53%.Over the last four quarters, t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2024 ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from _______ to _______ Commission File Number: 001-37848 KINSALE CAPITAL GROUP, INC. (Exact name of registrant as specified in its charter) Delaware 98-0664337 (State or ot ...

Exhibit 99.1 Kinsale Capital Group Reports Third Quarter 2024 Results Richmond, VA, October 24, 2024 - Kinsale Capital Group, Inc. (NYSE: KNSL) reported net income of $114.2 million, $4.90 per diluted share, for the third quarter of 2024 compared to $76.1 million, $3.26 per diluted share, for the third quarter of 2023. Net income included after-tax catastrophe losses of $10.8 million in the third quarter of 2024 and $0.9 million in the third quarter of 2023. Net income was $305.7 million, $13.10 per diluted ...

Wall Street analysts expect Kinsale Capital Group, Inc. (KNSL) to post quarterly earnings of $3.70 per share in its upcoming report, which indicates a year-over-year increase of 11.8%. Revenues are expected to be $401.22 million, up 27.6% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company announces its earnings, it ...