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PLGOFinancial Services · Insurance - Diversified

PLGO Stock Forecast: Pelagos Insurance Capital Ltd. Price Predictions for 2026-2027

Last close, 18 Sept 2026
$24
−2.16% on the day

The 9 Wall Street analysts covering Pelagos Insurance Capital Ltd. hold a median 12-month price target of $25 — +6.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 79 of 100 as at 19 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$2.0B
Ticker Nerd rank
79 / 100
Median analyst target
$25
Analysts covering
9
Revenue$646.1M+9.3% y/y
Net income$44.4M
Quarterly, 6 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−6.0%
1M
+0.4%
YTD
+22.7%
1Y
+35.3%
From 52W high
−8.9%
From 52W low
+38.5%
$17
$26
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

PLGO stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Pelagos Insurance Capital Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 19 Sept 2026
79 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Value
98
Issuance
97
Growth
87
Momentum
81
Volatility
62
Revisions
49
Quality
43
Size
35
Accruals
22

Value (98): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.

Accruals (22): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

PLGO stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on PLGO, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$16$18$20$22$24$26$28$30Oct 25Jan 26Apr 26Jul 26PLGOHigh $29Median $25Low $22

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says9 analysts
3 Buy4 Hold2 Sell
Low $22Median $25High $29

The green dot is the last close — the median target sits +6.2% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 6 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
14 Aug 2026Keefe, Bruyette & WoodsMaintainsOutperform$29 → $28
13 Aug 2026BarclaysMaintainsEqual-Weight$24 → $23
13 Aug 2026CitizensMaintainsMarket Outperform$28 → $29
20 July 2026JP MorganMaintainsUnderweight—
20 July 2026JP MorganMaintainsUnderweight$23 → $26
10 July 2026CitizensMaintainsMarket Outperform$27 → $28
10 July 2026CitizensMaintainsMarket Outperform—
8 July 2026Keefe, Bruyette & WoodsMaintainsOutperform—
8 July 2026Keefe, Bruyette & WoodsMaintainsOutperform$28 → $29
8 July 2026UBSMaintainsBuy$28 → $29
8 July 2026UBSMaintainsBuy—
7 July 2026BarclaysMaintainsEqual-Weight—
7 July 2026BarclaysMaintainsEqual-Weight$22 → $24
26 May 2026JP MorganMaintainsUnderweight—
15 May 2026BarclaysMaintainsEqual-Weight—
15 May 2026Keefe, Bruyette & WoodsMaintainsOutperform—
8 Apr 2026BarclaysMaintainsEqual-Weight—
9 Mar 2026UBSMaintainsBuy—
27 Feb 2026Keefe, Bruyette & WoodsMaintainsOutperform—
26 Feb 2026Evercore ISI GroupMaintainsIn-Line—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. PLGO appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

PLGO vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 18 Sept 2026, Pelagos Insurance Capital Ltd. returned +35.3% against +16.3% for the S&P 500, dividends included.

PLGO vs S&P 500, last 12 monthsTotal return, rebased to 100
100110120130140150Oct 25Jan 26Apr 26Jul 26PLGOS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

PLGO analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−17.5%
Analysts raising
0
Analysts cutting
9
Fundamentals

Pelagos Insurance Capital Ltd. (PLGO) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
6.0×

Cheaper than 65% of US stocks

Price / sales
0.8×

Cheaper than 74% of US stocks

Price / book
0.9×

Cheaper than 76% of US stocks

EV / EBITDA
—
Growth & margins
Revenue growth (YoY)
10.3%

Higher than 53% of US stocks

Earnings growth (YoY)
125.4%

Higher than 86% of US stocks

Gross margin
—
Operating margin
10.7%

Higher than 65% of US stocks

Net margin
15.9%

Higher than 78% of US stocks

Returns & dividend
Return on equity
17.6%

Higher than 78% of US stocks

Return on assets
2.4%

Higher than 61% of US stocks

Dividend yield
2.5%

Higher than 53% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Pelagos Insurance Capital Ltd. (PLGO) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Pelagos Insurance Capital Ltd. has a market value of $2.0B and an enterprise value of $2.0B.

  • Revenue in the twelve months to 30 June 2026: $2.2B. The latest quarter grew 10.3% year on year.

  • Net income over the same four quarters: $400.7M, a 18.4% net margin.

  • Diluted earnings per share, trailing twelve months: $4.08.

  • Shares outstanding: 82.7M.

  • Trailing P/E: 6.0×; forward P/E: 6.2× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.49%, paying out 15% of earnings.

  • Pelagos Insurance Capital Ltd. employs 108 people — $20.2M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 18 Sept 2026

Data provided by Twelve Data

Peers

PLGO vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelInsurance - Diversified
CompanyMarket capTKN rank
PLGOPelagos Insurance Capital Ltd.$2.0B
79
XZOExzeo Group, Inc.$1.5B
4
IGICInternational General Insurance Holdings Ltd.$1.1B
47
ACGLArch Capital Group Ltd.$34.5B
66
HIGThe Hartford Insurance Group, Inc.$36.2B
67
AIGAmerican International Group, Inc.$39.4B
59
CHCOCity Holding Co.*$2.1B
80

* Nearest Financial Services names by size — few insurance - diversified companies of this scale trade in the US universe.

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Pelagos Insurance Capital Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest PLGO news & analysis

Pelagos Insurance Capital to Present at the 2026 KBW Insurance Conference

Business Wire · 25 Aug 2026neutral

Pelagos Insurance Capital Limited announced that Group Managing Director Jonny Strickle is scheduled to present at the 2026 KBW Insurance Conference in New York on Thursday, September 10, 2026, at 2:20 p.m. EDT. A live, listen-only webcast of the presentation will be available through the Investors section of the Company's website.

Why it matters — A PLGO watcher would care because the company's participation in a major industry conference provides an opportunity for investors to hear directly from management about the company.

Pelagos Insurance Capital Limited (PLGO) Q2 2026 Earnings Call Transcript

Seeking Alpha · 13 Aug 2026neutral

Pelagos Insurance Capital Limited held its Q2 2026 earnings call, with the transcript released by Seeking Alpha covering management's discussion of the company's quarterly results.

Why it matters — The earnings call transcript provides PLGO stakeholders with direct insight into management's perspective on the company's financial performance and strategic outlook for the quarter.

Pelagos Insurance: Iran War Loss Creates Buying Opportunity

Seeking Alpha · 13 Aug 2026positive

Pelagos Insurance's share price dropped 9% after Q2 earnings missed expectations due to one-time Middle East catastrophe losses of $162 million. Underwriting remained resilient with a combined ratio of 99.5%, supported by strong prior-year reserve development, while the reinsurance segment posted robust growth and the investment portfolio held a 4.9% yield with low credit risk.

Why it matters — A PLGO watcher would care because despite the earnings miss and share price decline tied to one-time catastrophe losses, the underlying underwriting discipline, reserve strength, and solid investment portfolio point to continued fundamental resilience.

Pelagos Insurance Capital (PLGO) Misses Q2 Earnings and Revenue Estimates

Zacks Investment Research · 12 Aug 2026negative

Pelagos Insurance Capital (PLGO) reported Q2 earnings of $0.34 per share, below the Zacks Consensus Estimate of $0.88 per share. This compares with earnings of $0.12 per share in the same quarter a year ago.

Why it matters — PLGO watchers would note that the company missed quarterly earnings and revenue estimates, coming in well short of analyst consensus despite year-over-year growth.

Pelagos Insurance Capital Reports Second Quarter 2026 Results

Business Wire · 12 Aug 2026positive

Pelagos Insurance Capital Limited (NYSE: PLGO), formerly Fidelis Insurance Holdings, announced its financial results for the second quarter ended June 30, 2026. Group CEO Dan Burrows said the first-half performance reflected the continued success of the company's capital allocator model and underwriting discipline, with year-to-date gross premium growth.

Why it matters — PLGO watchers will monitor the company's second-quarter earnings for evidence that its capital allocator model and underwriting discipline continue to drive performance.

FAQ

Frequently asked questions about PLGO stock

What is the PLGO stock price forecast for 2026-2027?

The 9 Wall Street analysts covering Pelagos Insurance Capital Ltd. have a median 12-month price target of $25, with estimates ranging from $22 to $29. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is PLGO stock a buy right now?

Of the 9 analysts covering Pelagos Insurance Capital Ltd., 3 rate it a Buy, 4 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Pelagos Insurance Capital Ltd. 79 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank PLGO?

As at 19 Sept 2026, Pelagos Insurance Capital Ltd. ranks 79 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (98 of 100).

Will PLGO stock go up?

No one can know that. What the data says: the median 12-month target from 9 analysts implies +6.2% from the last close, and Ticker Nerd's factor model ranks Pelagos Insurance Capital Ltd. 79 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the PLGO stock forecast for 2030?

No analyst covering Pelagos Insurance Capital Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PLGO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $22 to $29 over the next 12 months.

How has PLGO stock performed over the past year?

Pelagos Insurance Capital Ltd. returned +35.3% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Pelagos Insurance Capital Ltd. do?

Pelagos Insurance Capital Ltd. is a specialty insurance and reinsurance company that provides tailored risk transfer solutions across Bermuda, the Republic of Ireland, and the United Kingdom.

What is the latest news on PLGO?

The most recent item we track (Business Wire, 25 Aug 2026): "Pelagos Insurance Capital to Present at the 2026 KBW Insurance Conference". Pelagos Insurance Capital Limited announced that Group Managing Director Jonny Strickle is scheduled to present at the 2026 KBW Insurance Conference in New York on Thursday, September 10, 2026, at 2:20 p.m. EDT. A live, listen-only webcast of the presentation will be available through the Investors section of the Company's website.

Company

About Pelagos Insurance Capital Ltd.

Pelagos Insurance Capital Ltd. is a specialty insurance and reinsurance company that provides tailored risk transfer solutions across Bermuda, the Republic of Ireland, and the United Kingdom. Pelagos Insurance Capital Ltd. operates through Insurance and Reinsurance segments, offering products that include property, marine, asset-backed finance and portfolio credit, aviation and aerospace, political risk, violence and terror, energy, cyber, and other specialty lines. On the reinsurance side, the company provides property, retrocession, and whole-account reinsurance solutions to insurers and brokers. The business focuses on capital allocation, risk selection, and underwriting partnerships, positioning it as a provider of specialized coverage in complex and hard-to-place markets. Headquartered in Pembroke, Bermuda, Pelagos Insurance Capital Ltd. serves clients seeking diversified protection and reinsurance capacity across global specialty insurance markets.

CEO Mr. Daniel Burrows · 108 employees · Bermuda · https://www.pelagosinsurancecapital.com