PLMRFinancial Services · Insurance - Property & CasualtyThe 8 Wall Street analysts covering Palomar Holdings, Inc. hold a median 12-month price target of $159 — +15.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 58 of 100 as at 14 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Palomar Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (89): The business earns solid, repeatable profits on what it owns.
Accruals (12): 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.
The bullish and bearish analyst opinions on PLMR, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +15.9% from it.
Of the 20 most recent actions, 4 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 9 Oct 2026 | JP Morgan | Maintains | Overweight | $167 → $156 |
| 11 Aug 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | $166 → $167 |
| 11 Aug 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 20 July 2026 | JP Morgan | Maintains | Overweight | $150 → $167 |
| 20 July 2026 | JP Morgan | Maintains | Overweight | — |
| 15 July 2026 | Piper Sandler | Maintains | Overweight | $132 → $165 |
| 15 July 2026 | Piper Sandler | Maintains | Overweight | — |
| 8 July 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | $162 → $166 |
| 8 July 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 26 May 2026 | JP Morgan | Maintains | Overweight | — |
| 13 May 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 11 May 2026 | Piper Sandler | Maintains | Overweight | — |
| 7 Apr 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 23 Feb 2026 | JP Morgan | Maintains | Overweight | — |
| 7 Jan 2026 | JP Morgan | Maintains | Overweight | — |
| 6 Jan 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 11 Nov 2025 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 10 Nov 2025 | JP Morgan | Maintains | Overweight | — |
| 9 Oct 2025 | JP Morgan | Maintains | Overweight | — |
| 1 Oct 2025 | Evercore ISI Group | Maintains | In-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.
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. PLMR appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Palomar Holdings, Inc. returned +14.8% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 39% of US stocks
Cheaper than 37% of US stocks
Cheaper than 26% of US stocks
Cheaper than 27% of US stocks
Higher than 87% of US stocks
Higher than 51% of US stocks
Higher than 83% of US stocks
Higher than 81% of US stocks
Higher than 83% of US stocks
Higher than 76% of US stocks
Higher than 74% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Palomar Holdings, Inc. has a market value of $3.6B and an enterprise value of $3.8B.
Revenue in the twelve months to 30 June 2026: $1.1B. The latest quarter grew 54.7% year on year.
Net income over the same four quarters: $203.2M, a 18.6% net margin.
Diluted earnings per share, trailing twelve months: $7.44.
Free cash flow in the twelve months to 30 June 2026: $406.8M, after $3.8M of capital spending.
Palomar Holdings, Inc. spent $101.4M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 18.0×; forward P/E: 12.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.35%, paying out 0% of earnings.
Palomar Holdings, Inc. employs 439 people — $2.5M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Palomar Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research says Palomar has a strong history of earnings surprises and currently has the two key ingredients it identifies as supporting a likely beat in its next quarterly report.
Why it matters — PLMR watchers may track these indicators ahead of the company's next earnings report.
Seeking Alpha says Palomar’s earthquake insurance business has growth potential amid low-teens penetration in California and heightened seismic awareness. It also highlights a new Head of AI and AI-driven platforms such as PLMR.Farm as efforts expected to improve loss ratios and reduce underwriting expenses.
Why it matters — The article focuses on potential growth in earthquake insurance and anticipated operational benefits from Palomar’s AI initiatives.
Zacks Investment Research highlights its Style Scores, a feature of Zacks Premium, as a tool to help investors find stocks across value, growth, and momentum styles. The headline characterizes Palomar as a strong growth stock.
Why it matters — PLMR watchers may note that the item frames Palomar positively in terms of growth, though the excerpt does not provide supporting company-specific details.
Zacks Investment Research highlights Palomar Holdings as a company well positioned to outperform the market, citing its above-average growth in financials as a key factor for growth-focused investors.
Why it matters — The piece signals that Palomar's financial growth is being recognized as a strength that could appeal to growth investors.
Zacks Investment Research highlighted Palomar Holdings among four specialty insurers positioned to benefit from rising demand in niche-risk markets, with the specialty insurance market projected to reach $279 billion by 2031.
Why it matters — The report signals that Palomar is seen as a key player capable of capturing growth in an expanding specialty insurance market.
The 8 Wall Street analysts covering Palomar Holdings, Inc. have a median 12-month price target of $159, with estimates ranging from $152 to $168. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering Palomar Holdings, Inc., 7 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Palomar Holdings, Inc. 58 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Palomar Holdings, Inc. ranks 58 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 Quality (89 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +15.9% from the last close, and Ticker Nerd's factor model ranks Palomar Holdings, Inc. 58 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Palomar Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PLMR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $152 to $168 over the next 12 months.
Palomar Holdings, Inc. returned +14.8% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Palomar Holdings Inc. is a specialty property and casualty insurance company that serves individuals and businesses across the United States.
The most recent item we track (Zacks Investment Research, 13 Oct 2026): "Will Palomar (PLMR) Beat Estimates Again in Its Next Earnings Report?". Zacks Investment Research says Palomar has a strong history of earnings surprises and currently has the two key ingredients it identifies as supporting a likely beat in its next quarterly report.
Palomar Holdings Inc. is a specialty property and casualty insurance company that serves individuals and businesses across the United States. Palomar Holdings focuses on niche and catastrophe-exposed markets, with products centered on earthquake coverage and a broader suite of specialty offerings that includes inland marine and other property lines, casualty, fronting, and crop insurance. The company writes business through both admitted and excess and surplus lines, using underwriting expertise and proprietary analytics to tailor coverage and pricing for select markets. Its operations are organized around specialty insurance products distributed through agents, brokers, program partners, and other insurance channels. Headquartered in La Jolla, California, Palomar Holdings plays a distinct role in the insurance market by providing coverage in segments that are often underserved by larger multiline carriers.
CEO Mr. D. McDonald Armstrong · 439 employees · United States · https://plmr.com
