Universal Reports Third Quarter 2026 Results

Universal Insurance Holdings (UVE) reported Q3 2026 with a 32.7% annualized return on common equity, driven by underwriting and revenue performance. The company noted 8% growth in policies in-force and called Hurricane Isaias manageable.

Universal Insurance Holdings reported Q3 2026 earnings of $1.80 per share, up from $1.38 a year earlier. Revenue increased 9.6% to $439.3 million. The company's combined ratio improved to 91.0%, and policies in force grew 7.9% year over year. The company also noted solid new business trends and lower claims activity from Hurricane Isaias than initially anticipated.

Universal Insurance Holdings (UVE) reported Q3 2026 earnings. GAAP EPS rose 30.4% YoY to $1.80, adjusted EPS up 41.9% to $1.93. Revenues increased 9.6% YoY to $439.3M. Book value per share up 32.4% YoY. Hurricane Isaias claims were less severe than expected. Direct premiums written rose 2.7% YoY.

UNIVERSAL INSURANCE HOLDINGS, INC. (UVE) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a2q26uveex-991xearningspre.htm EX-99.1 Document Exhibit 99.1 Universal Reports Second Quarter 2026 Results • Diluted GAAP earnings per common share (EPS) of $2.04; diluted adjusted* EPS of $1.84 • Annualized return on average common equity (“ROCE”) of 38.8%, annualized

Piper Sandler said the U.S. property and casualty insurance market is entering a new phase as commercial P&C premiums declined in Q1 2026 for the first time since 2017. It upgraded Arthur J. Gallagher to Overweight and cut ratings on Aon, AIG, Hartford, Hanover and Universal Insurance Holdings to Neutral, with price target changes for 21 firms.

Autoliv, Inc. reported Q3 2026 earnings, outperforming global light vehicle production by 1%, with strong growth in China and India. The company reiterated flat full-year sales guidance and narrowed adjusted operating margin to ~10.5%. Challenges include raw material and logistics headwinds, but management expects Q4 margin expansion. Autoliv also lowered capital expenditure guidance and noted a slight increase in leverage ratio.