Key Points
- CEO Michael Kehoe sold 22,576 shares at an average of $302.66 for $6,832,852.16 on May 5, cutting his stake by 6.83% but still holding 308,048 shares (≈$93.2M).
- Q1 results beat expectations: EPS $5.11 vs. $4.70 consensus and revenue $466.7M vs. $410.25M, with a 27.48% net margin and 25.82% ROE despite revenue down 0.5% year‑over‑year.
- Several analysts have trimmed price targets and ratings (e.g., Cantor Fitzgerald, Jefferies, Morgan Stanley), leaving a consensus "Hold" and a $392 average target while the stock trades near its one‑year low around $300.23.
Kinsale Capital Group, Inc. (NYSE:KNSL - Get Free Report) CEO Michael Kehoe sold 22,576 shares of the company's stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $302.66, for a total transaction of $6,832,852.16. Following the transaction, the chief executive officer owned 308,048 shares of the company's stock, valued at $93,233,807.68. This represents a 6.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link.
Kinsale Capital Group Stock Down 0.4%
Kinsale Capital Group stock opened at $303.90 on Thursday. The company has a 50-day simple moving average of $351.31 and a 200-day simple moving average of $379.36. The firm has a market capitalization of $7.01 billion, a P/E ratio of 13.38, a P/E/G ratio of 0.99 and a beta of 0.95. The company has a debt-to-equity ratio of 0.11, a quick ratio of 0.10 and a current ratio of 0.10. Kinsale Capital Group, Inc. has a one year low of $300.23 and a one year high of $512.76.
Kinsale Capital Group (NYSE:KNSL - Get Free Report) last released its quarterly earnings results on Thursday, April 23rd. The financial services provider reported $5.11 EPS for the quarter, topping the consensus estimate of $4.70 by $0.41. The business had revenue of $466.71 million during the quarter, compared to analyst estimates of $410.25 million. Kinsale Capital Group had a net margin of 27.48% and a return on equity of 25.82%. The company's quarterly revenue was down .5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.71 earnings per share. As a group, equities analysts expect that Kinsale Capital Group, Inc. will post 20.54 earnings per share for the current year.
Institutional Investors Weigh In On Kinsale Capital Group
Institutional investors and hedge funds have recently bought and sold shares of the business. V Square Quantitative Management LLC acquired a new stake in Kinsale Capital Group in the 4th quarter valued at about $25,000. Bayban acquired a new stake in Kinsale Capital Group in the 4th quarter valued at about $25,000. eCIO Inc. acquired a new stake in Kinsale Capital Group in the 4th quarter valued at about $29,000. International Assets Investment Management LLC acquired a new stake in Kinsale Capital Group in the 4th quarter valued at about $29,000. Finally, Johnson Financial Group Inc. lifted its holdings in Kinsale Capital Group by 257.1% in the 3rd quarter. Johnson Financial Group Inc. now owns 75 shares of the financial services provider's stock valued at $32,000 after acquiring an additional 54 shares during the last quarter. 85.36% of the stock is owned by institutional investors and hedge funds.
Kinsale Capital Group News Roundup
Here are the key news stories impacting Kinsale Capital Group this week:
- Positive Sentiment: CEO Michael P. Kehoe remains a large shareholder after the sale — he still directly owns 308,048 shares (worth roughly $93.2M after the trade), which can be read as management alignment with shareholders.
- Neutral Sentiment: Kinsale announced the retirement of CIO Diane Schnupp and a leadership transition; the move appears orderly (planned retirement) but introduces some execution risk until the successor is in place. Kinsale Capital Announces CIO Retirement and Leadership Transition
- Negative Sentiment: CEO sale of 22,576 shares (avg. $302.66, ~$6.83M) — the disclosed Form 4 shows a ~6.8% reduction in his position, and insider selling often weighs on sentiment. SEC filing: SEC Form 4
- Negative Sentiment: Zacks Research cut multiple near‑ and medium‑term EPS forecasts (Q2 2026 down to $4.64 from $4.90; Q3 2026 to $4.84; several quarters and FY2027/FY2028 also trimmed). These revisions lower forward expectations and can pressure the stock’s valuation and sentiment until earnings prove otherwise.
Wall Street Analysts Forecast Growth
Several research firms have recently commented on KNSL. Cantor Fitzgerald lowered their price target on shares of Kinsale Capital Group from $360.00 to $280.00 and set a "neutral" rating for the company in a research report on Thursday, April 9th. Weiss Ratings downgraded shares of Kinsale Capital Group from a "hold (c)" rating to a "hold (c-)" rating in a report on Monday, April 27th. Jefferies Financial Group downgraded shares of Kinsale Capital Group from a "hold" rating to an "underperform" rating and reduced their price objective for the stock from $392.00 to $312.00 in a report on Thursday, March 19th. Morgan Stanley reaffirmed an "equal weight" rating and issued a $350.00 price objective (down from $450.00) on shares of Kinsale Capital Group in a report on Monday, April 6th. Finally, Truist Financial reduced their price objective on shares of Kinsale Capital Group from $450.00 to $405.00 and set a "buy" rating for the company in a report on Monday, April 27th. Two analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Hold" and a consensus target price of $392.00.
View Our Latest Report on Kinsale Capital Group
About Kinsale Capital Group
(
Get Free Report)
Kinsale Capital Group, Inc (NYSE:KNSL) is a specialty property and casualty insurance company headquartered in Richmond, Virginia. Established in 2009, the company focuses on underwriting complex and underserved risks across the United States. Kinsale operates through a network of wholesale brokers and independent agencies, offering tailored coverage solutions for a range of niche industries.
The company's product portfolio includes general liability, business auto, professional liability, environmental liability, inland marine, cyber liability, and other specialty lines.
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