Pelagos Insurance Capital Ltd
Fidelis Insurance Group is a Bermuda-headquartered specialty insurer and reinsurer serving clients across a range of industries and geographic regions. Its business has two segments: Insurance, which covers specialty risks including property, marine, energy, cyber, aviation and aerospace, political risk, and asset-backed finance and portfolio credit; and Reinsurance, which is primarily property catastrophe coverage, with a smaller retrocession and whole-account business. The group also offers tailored insurance products for needs such as regulatory capital relief and transaction facilitation. Fidelis earns premiums by underwriting insurance and reinsurance risks, principally through brokers and reinsurance intermediaries. Its coverage includes proportional and excess-of-loss reinsurance, and its products serve customers such as banks, corporations, aircraft owners and financiers, and property businesses. Fidelis has offices in Ireland and the United Kingdom.
No SEC Form 4 filings for $PLGO in the last 30 days.
See all $PLGO insider activity →Pelagos Insurance Capital (PLGO) increased its quarterly dividend to $0.22 per share, payable December 23, 2026. The company also authorized a $400M share buyback program.
Fidelis Insurance (FIHL) reported Q2 earnings call highlights. Management said Middle East war-related business since the conflict began had a loss ratio below 20%, and the broader war book generated over $1B premium at a sub-20% loss ratio. Quarterly combined ratio was 93.1%, with net favorable prior-year reserve development of $33M. Pelagos returned $73M via buybacks and maintained its dividend, reaffirming a mid-40% overall loss ratio.
Analysts covered Runway Growth Finance Corp (RWAY) and Pelagos Insurance Capital (PLGO). B. Riley Securities’ Sean-Paul Adams kept a Buy on RWAY and set a $11.00 target versus a $6.91 close. Consensus is Hold with a $7.67 target. For PLGO, Evercore ISI’s David Motemaden kept Hold with a $24.00 target versus a $22.56 close; Barclays also Hold at $23.00.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning PLGO (Pelagos Insurance Capital Ltd). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent PLGO coverage spans financial news, earnings and corporate actions.
Positive capital return signal likely to support the stock price.
Guidance and loss-ratio commentary suggest underwriting profitability resilience despite elevated catastrophe and large-loss activity.
Hold rating with a modestly higher target suggests limited upside catalysts from sell-side positioning alone.
Earnings beat on profitability and capital return, likely supportive for the stock.
This is an earnings preview with no new company disclosure beyond prior-quarter results and consensus expectations, so the tradable edge is limited to positioning into the print.
AlphAI scores every news story that mentions PLGO with an AI model for sentiment and relevance, and aggregates insider trades from Pelagos Insurance Capital Ltd's SEC EDGAR Form 4 filings. Figures refresh continuously.
Pelagos Insurance Capital (PLGO) increased its quarterly dividend to $0.22 per share, payable December 23, 2026. The company also authorized a $400M share buyback program.
Fidelis Insurance (FIHL) reported Q2 earnings call highlights. Management said Middle East war-related business since the conflict began had a loss ratio below 20%, and the broader war book generated over $1B premium at a sub-20% loss ratio. Quarterly combined ratio was 93.1%, with net favorable prior-year reserve development of $33M. Pelagos returned $73M via buybacks and maintained its dividend, reaffirming a mid-40% overall loss ratio.
Analysts covered Runway Growth Finance Corp (RWAY) and Pelagos Insurance Capital (PLGO). B. Riley Securities’ Sean-Paul Adams kept a Buy on RWAY and set a $11.00 target versus a $6.91 close. Consensus is Hold with a $7.67 target. For PLGO, Evercore ISI’s David Motemaden kept Hold with a $24.00 target versus a $22.56 close; Barclays also Hold at $23.00.
Pelagos Insurance Capital Ltd (PLGO) furnished an SEC Form 6-K — earnings release. Pelagos Insurance Capital Reports Second Quarter 2026 Results Gross premiums written of $1.3 billion, growth of 6.4% from the second quarter of 2025 Growth of 23% in book value per diluted common share including cumulative dividends from June 30, 2025 Second Quarter 2026 Highligh
Pelagos Insurance (NYSE: PLGO) is set to report Q2 results Wednesday after the bell. The company previously reported $610.6 million revenue, down 7.3% year on year, and beat EPS and net premiums earned estimates. Analysts expect revenue to rise 8.6% year on year. PLGO has an average price target of $25.72 versus $24.62.
A Q1 peer roundup in reinsurance highlights results for Everest Group (EG), Pelagos Insurance (PLGO), and RenaissanceRe (RNR). Everest revenue fell to $4.07B (-4.6% YoY) and missed expectations; shares rose 8.4% to $372.96. Pelagos revenue was $610.6M (-7.3%) and beat; shares rose 21.6% to $24.62. RenaissanceRe revenue was $2.19B (-36.8%) and missed; shares rose 4.1% to $323.42.
The article compares Fidelis Insurance (NYSE:PLGO) and Affirmative Insurance (OTCMKTS:AFFM), citing profitability, ownership, valuation, earnings, and analyst views. It says Fidelis has higher revenue and earnings, with 82% institutional ownership. MarketBeat reports PLGO’s consensus price target is $24.33. The article claims Fidelis outperforms on 9 of 9 factors.
On May 26, analysts adjusted price targets across multiple stocks. Royal Bank raised AutoCanada to C$23. JPMorgan cut Array Digital Infrastructure to $54 and Amentum to $31, but raised Analog Devices to $450. Other changes included BofA lifting Ciena to $660 and Cisco to $135, and Stifel trimming CAE to C$47.
Analysts have provided new ratings for several financial companies. Oppenheimer maintained a Buy rating on Gladstone Investment (GAIN) with a $17.00 price target, while Truist Financial maintained a Buy rating on Assurant (AIZ). Goldman Sachs, however, maintained a Sell rating on Pelagos Insurance Capital (PLGO) with an $18.00 price target.
Fidelis Insurance (FIHL) is projected to release its Q1 2026 earnings on Wednesday, May 13th, with analysts forecasting earnings of $0.75 per share and revenue of $903.16 million. The company recently authorized a $400 million share buyback program and paid a quarterly dividend of $0.15, indicating management confidence. Fidelis Insurance previously surpassed EPS estimates but missed revenue targets in the last quarter, and currently holds a "Hold" consensus rating with a target price of $22.64.
