Kinsale Capital Group, Inc. (KNSL) - What Are Investment Firms Thinking About This Stock?

Key Points

• Analysts remain cautious: Kinsale Capital Group has a consensus “Reduce” rating from 11 analysts, with eight holds, two sells and one buy. The average 12-month price target is $357.67, below the reported share price of $364.55.
• Third-quarter results exceeded expectations: Kinsale reported $5.70 in EPS versus the $5.11 consensus estimate and revenue of $454.8 million versus $401.43 million expected, supported by investment income and earned premiums.
• Institutional ownership is substantial: Hedge funds and other institutions own 85.36% of the stock, while the company continues to show strong profitability with a 25.5% return on equity and a 26.9% net margin.

Kinsale Capital Group, Inc. (NYSE:KNSL - Get Free Report) has been given a consensus recommendation of "Reduce" by the eleven analysts that are currently covering the stock, Marketbeat Ratings reports. Two analysts have rated the stock with a sell rating, eight have issued a hold rating and one has given a buy rating to the company. The average 1-year target price among brokerages that have issued a report on the stock in the last year is $357.67.

Several equities analysts have weighed in on the company. Cantor Fitzgerald increased their target price on Kinsale Capital Group from $259.00 to $264.00 and gave the company a "neutral" rating in a research note on Wednesday, October 7th. Weiss Ratings upgraded Kinsale Capital Group from a "hold (c-)" rating to a "hold (c)" rating in a research report on Tuesday, October 6th. Wells Fargo & Company lowered their price target on Kinsale Capital Group from $377.00 to $348.00 and set an "equal weight" rating for the company in a research note on Monday, October 12th. Morgan Stanley lowered their price target on Kinsale Capital Group from $390.00 to $350.00 and set an "equal weight" rating for the company in a research note on Tuesday, October 6th. Finally, JPMorgan Chase & Co. cut their price target on shares of Kinsale Capital Group from $390.00 to $375.00 and set a "neutral" rating on the stock in a research report on Friday, October 9th.

Kinsale Capital Group Stock Performance

Shares of Kinsale Capital Group stock opened at $364.55 on Friday. The firm has a fifty day moving average of $359.77 and a two-hundred day moving average of $342.29. The company has a debt-to-equity ratio of 0.11, a quick ratio of 0.09 and a current ratio of 0.09. The stock has a market capitalization of $8.30 billion, a price-to-earnings ratio of 15.88, a PEG ratio of 1.15 and a beta of 0.88. Kinsale Capital Group has a 52 week low of $287.20 and a 52 week high of $438.74.

Kinsale Capital Group (NYSE:KNSL - Get Free Report) last posted its quarterly earnings results on Thursday, October 22nd. The financial services provider reported $5.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.11 by $0.59. Kinsale Capital Group had a return on equity of 25.51% and a net margin of 26.89%. The business had revenue of $454.80 million for the quarter, compared to analyst estimates of $401.43 million. During the same period last year, the company earned $5.21 EPS. As a group, equities research analysts predict that Kinsale Capital Group will post 21.17 EPS for the current year.

Kinsale Capital Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 14th. Investors of record on Friday, August 28th were issued a dividend of $0.25 per share. The ex-dividend date was Friday, August 28th. This represents a $1.00 dividend on an annualized basis and a yield of 0.3%. Kinsale Capital Group's payout ratio is currently 4.36%.

Institutional Investors Weigh In On Kinsale Capital Group

Several hedge funds have recently bought and sold shares of the company. Bamco Inc. NY bought a new position in shares of Kinsale Capital Group during the second quarter worth $878,600,000. BlackRock Inc. bought a new stake in shares of Kinsale Capital Group in the 2nd quarter valued at $671,457,000. Turtle Creek Asset Management Inc. increased its position in shares of Kinsale Capital Group by 47.6% in the 1st quarter. Turtle Creek Asset Management Inc. now owns 411,246 shares of the financial services provider's stock valued at $140,506,000 after buying an additional 132,576 shares in the last quarter. Dimensional Fund Advisors LP increased its position in shares of Kinsale Capital Group by 5.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 299,832 shares of the financial services provider's stock valued at $102,435,000 after buying an additional 14,178 shares in the last quarter. Finally, Bank of America Corp DE increased its position in shares of Kinsale Capital Group by 89.0% in the 1st quarter. Bank of America Corp DE now owns 285,535 shares of the financial services provider's stock valued at $97,556,000 after buying an additional 134,468 shares in the last quarter. 85.36% of the stock is currently 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: Kinsale reported third-quarter earnings of $5.70 per share, exceeding consensus estimates of $4.95–$5.11 and rising from $5.21 a year earlier. Results were supported by higher investment income and earned premiums. KNSL Q3 Earnings Beat Estimates on Strong Investment Income
• Positive Sentiment: Reported revenue was $454.8 million, above the cited analyst estimate of $401.43 million. Kinsale also delivered a 28.49% net margin and 25.54% return on equity, highlighting continued underwriting profitability. Kinsale Capital Group Reports Third Quarter 2026 Results
• Neutral Sentiment: Total assets reached $6.43 billion in the third quarter, indicating continued balance-sheet expansion, although the announcement did not identify a direct change to earnings expectations. Kinsale Capital Reports $6.43 Billion in Total Assets for Q3 2026
• Neutral Sentiment: Kinsale announced CFO changes effective March 2, 2027, along with broader management changes. The transition may attract investor attention, but the available report did not indicate an immediate operational impact. Kinsale Announces CFO Changes
• Negative Sentiment: Investors reacted negatively to reports that Kinsale missed third-quarter sales expectations. The earnings beat was also accompanied by rising expenses and lower revenue-related metrics, raising concerns about growth momentum despite strong investment income and underwriting results. Kinsale Misses Q3 Sales Expectations

About Kinsale Capital Group

Kinsale Capital Group, Inc is a specialty insurance company headquartered in Richmond, Virginia. Through its insurance subsidiaries, the company focuses primarily on the excess and surplus lines market, providing coverage for risks that may be difficult to insure through standard commercial insurance channels.

Kinsale offers a range of commercial property and casualty products, including coverage for commercial property, general liability, professional liability, inland marine, commercial auto, workers' compensation and other specialty risks.

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