William Blair Issues Negative Outlook for AII Earnings

Key Points

• William Blair has significantly reduced its Q3 2025 earnings estimate for American Integrity Insurance Group from $0.28 to $0.02 per share while maintaining an "Outperform" rating on the stock.
• American Integrity Insurance Group recently reported Q2 earnings of $1.84 EPS, exceeding the consensus estimate of $1.69 by $0.15.
• The stock has a consensus rating of "Moderate Buy" with an average price target of $21.50, buoyed by an influx of large institutional investments in recent months.

American Integrity Insurance Group, Inc. (NYSE:AII - Free Report) - Analysts at William Blair dropped their Q3 2025 earnings per share (EPS) estimates for American Integrity Insurance Group in a research note issued to investors on Thursday, August 14th. William Blair analyst A. Klauber now expects that the company will earn $0.02 per share for the quarter, down from their prior forecast of $0.28. William Blair has a "Outperform" rating on the stock. William Blair also issued estimates for American Integrity Insurance Group's Q4 2025 earnings at $0.84 EPS, Q1 2026 earnings at $0.91 EPS, Q2 2026 earnings at $0.58 EPS and Q3 2026 earnings at $0.51 EPS.

AII has been the subject of several other research reports. Wall Street Zen upgraded American Integrity Insurance Group to a "hold" rating in a research report on Thursday, May 22nd. Citizens Jmp assumed coverage on American Integrity Insurance Group in a report on Monday, June 2nd. They set an "outperform" rating and a $23.00 price target for the company. Keefe, Bruyette & Woods assumed coverage on American Integrity Insurance Group in a report on Monday, June 2nd. They set an "outperform" rating for the company. Piper Sandler restated an "overweight" rating on shares of American Integrity Insurance Group in a report on Thursday, August 14th. Finally, Citigroup assumed coverage on American Integrity Insurance Group in a report on Monday, June 2nd. They set an "outperform" rating for the company. Seven investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, American Integrity Insurance Group presently has an average rating of "Moderate Buy" and a consensus price target of $22.00.

American Integrity Insurance Group Trading Up 1.1%

Shares of NYSE:AII traded up $0.19 during trading on Monday, hitting $18.28. 7,271 shares of the company's stock were exchanged, compared to its average volume of 130,751. American Integrity Insurance Group has a 52-week low of $15.77 and a 52-week high of $19.61. The firm has a 50-day moving average of $17.75.

American Integrity Insurance Group (NYSE:AII - Get Free Report) last issued its quarterly earnings results on Tuesday, August 12th. The company reported $1.84 EPS for the quarter, topping analysts' consensus estimates of $1.69 by $0.15.

Institutional Investors Weigh In On American Integrity Insurance Group

Several institutional investors have recently modified their holdings of the stock. FNY Investment Advisers LLC purchased a new position in American Integrity Insurance Group during the 2nd quarter valued at $45,000. Raymond James Financial Inc. purchased a new position in American Integrity Insurance Group during the 2nd quarter valued at $101,000. XTX Topco Ltd purchased a new position in American Integrity Insurance Group during the 2nd quarter valued at $192,000. Engineers Gate Manager LP purchased a new position in American Integrity Insurance Group during the 2nd quarter valued at $248,000. Finally, Oxford Asset Management LLP purchased a new position in American Integrity Insurance Group during the 2nd quarter valued at $273,000.

American Integrity Insurance Group Company Profile

We are a profitable and growing insurance group headquartered in Tampa, Florida. Through our insurance carrier subsidiary, American Integrity Insurance Company of Florida, Inc (“AIICFL”), we provide personal residential property insurance for single-family homeowners and condominium owners as well as coverage for vacant dwellings and investment properties, predominantly in Florida.