It has been about a month since the last earnings report for Palomar (PLMR) . Shares have added about 8.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Palomar due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Palomar Holdings, Inc. before we dive into how investors and analysts have reacted as of late.Palomar Q2 Earnings, Reven ...

It has been about a month since the last earnings report for CNA Financial (CNA) . Shares have added about 5.2% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is CNA Financial due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for CNA Financial Corporation before we dive into how investors and analysts have reacted as of late.CNA Financia ...

It has been about a month since the last earnings report for Berkshire Hathaway B (BRK.B) . Shares have added about 6.4% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Berkshire Hathaway B due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important c ...

It has been about a month since the last earnings report for Allstate (ALL) . Shares have added about 0.3% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Allstate due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.Allstate Q2 Earnings ...

A month has gone by since the last earnings report for Mercury General (MCY) . Shares have added about 9.8% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Mercury General due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.Mercury General Q2 Earnings Beat on Strong Ne ...

It has been about a month since the last earnings report for Arch Capital Group (ACGL) . Shares have added about 7.1% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Arch Capital due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.Arch Capi ...

It has been about a month since the last earnings report for Axis Capital (AXS) . Shares have added about 5% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Axis Capital due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.AXIS Capital Q2 Ea ...

Have you been paying attention to shares of United Fire Group (UFCS) ? Shares have been on the move with the stock up 18.1% over the past month. The stock hit a new 52-week high of $32.13 in the previous session. United Fire has gained 11.6% since the start of the year compared to the 13% gain for the Zacks Finance sector and the 7.5% return for the Zacks Insurance - Property and Casualty industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't mis ...

Core Viewpoint - RenaissanceRe reported a mixed performance in its Q2 2025 earnings, with strong underwriting results in the Property segment but challenges in net premiums earned and the Casualty & Specialty segment [2][3][4]. Financial Performance - Operating income for Q2 2025 was $12.29 per share, exceeding the Zacks Consensus Estimate by 19.6%, although it represented a 1% decline year over year [2]. - Total operating revenues decreased by 4.2% year over year to $2.8 billion, falling short of the consensus estimate by 4.4% [2][4]. - Net investment income rose by 0.6% year over year to $413.1 million, surpassing the consensus mark of $408 million [5]. - Total expenses were $1.9 billion, down 12% year over year, attributed to lower claims and acquisition costs [6]. Segment Performance - The Property segment's gross premiums written fell by 1.2% year over year to $1.7 billion, with net premiums earned dropping 11.5% to $868 million [8]. - Underwriting income in the Property segment increased by 39.5% year over year to $630.2 million, with a combined ratio improving to 27.4% [9]. - The Casualty & Specialty segment saw gross premiums written increase by 1% to $1.7 billion, but net premiums earned dipped by 1% to $1.54 billion, resulting in an underwriting loss of $28.5 million [10][11]. Financial Position - As of June 30, 2025, cash and cash equivalents stood at $1.4 billion, a decrease of 14.8% from the end of 2024 [12]. - Total assets increased by 7.9% to $54.7 billion, while total shareholders' equity improved by 2.1% to $10.8 billion [12]. Share Repurchase Activity - RenaissanceRe repurchased common shares worth $376.4 million in Q2 2025, with additional repurchases of $70.2 million from July 1 to July 21, 2025 [13]. Market Outlook - Following the earnings release, there has been an upward trend in estimates, with a consensus estimate shift of 12.57% [14]. - RenaissanceRe holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [16].

Core Viewpoint - Selective Insurance reported mixed results in its latest earnings report, with operating income missing estimates but revenues exceeding expectations, leading to a complex outlook for the company moving forward [3][4]. Financial Performance - The company reported Q2 2025 operating income of $1.31 per share, missing the Zacks Consensus Estimate by 15.5%, but rebounding from a loss of $1.10 per share in the previous year [3]. - Total revenues reached $1.3 billion, a 10.9% increase year-over-year, primarily driven by higher net premiums written and net investment income [4]. - Net premiums written increased by 5% to $1.3 billion, with average renewal pure price rising by 80 basis points to 9.9% [4]. - Net investment income rose by 18% year-over-year to $101 million, while net catastrophe losses narrowed to $79.9 million from $90.5 million a year ago [5]. Expense and Ratio Analysis - The combined ratio improved to 96.1, a 1590 basis point improvement year-over-year, driven by lower losses and expenses [6]. - Total expenses decreased by 4.6% year-over-year to $1.2 billion, matching estimates [6]. Segment Performance - Standard Commercial Lines' net premiums written increased by 6% to $1 billion, with a combined ratio of 102.8, improving by 1600 basis points [7]. - Standard Personal Lines saw a 5% decrease in net premiums written to $110.5 million, with a combined ratio improving to 91.6 [8]. - Excess & Surplus Lines reported a 9% increase in net premiums written to $160.2 million, with a combined ratio of 89.8 [9]. Financial Position - As of the end of Q2 2025, total assets were $14.5 billion, a 7% increase from December 2024 [10]. - Long-term debt surged by 78% to $902.7 million, with a debt-to-total capitalization ratio of 21.1% [10]. - Adjusted book value per share increased by 5% year-over-year to $54.48 [10]. Shareholder Returns - The company did not repurchase shares but had $56.1 million remaining under authorization [11]. - A quarterly cash dividend of 38 cents per share was authorized, payable on September 2, 2025 [11]. Future Guidance - The company estimates a GAAP combined ratio of 97% to 98%, reflecting a 100-basis point deterioration from previous guidance [12]. - After-tax net investment income is projected to be $415 million, up from prior guidance of $405 million [12]. Market Sentiment - There has been a downward trend in estimates for Selective Insurance, leading to a Zacks Rank of 4 (Sell) [15]. - The overall VGM Score for the stock is A, indicating strong growth potential, but it lags in momentum with a D [14].