William Blair Has Bearish Forecast for AII Q3 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) - Equities research analysts at William Blair lowered their Q3 2025 earnings estimates for shares of American Integrity Insurance Group in a report released on Thursday, August 14th. William Blair analyst A. Klauber now forecasts that the company will post earnings of $0.02 per share for the quarter, down from their prior estimate of $0.28. William Blair currently 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.

Several other equities analysts also recently weighed in on the company. JMP Securities set a $23.00 price target on American Integrity Insurance Group and gave the company an "outperform" rating in a report on Monday, June 2nd. Wall Street Zen upgraded American Integrity Insurance Group to a "hold" rating in a report on Thursday, May 22nd. Citigroup started coverage on American Integrity Insurance Group in a report on Monday, June 2nd. They set an "outperform" rating for the company. Citizens Jmp started 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. Finally, Raymond James Financial restated an "outperform" rating and set a $22.00 price target (up from $20.00) on shares of American Integrity Insurance Group in a report on Monday. Seven equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $22.00.

American Integrity Insurance Group Price Performance

Shares of NYSE:AII traded up $0.21 on Monday, hitting $18.30. 160,042 shares of the company traded hands, compared to its average volume of 60,419. American Integrity Insurance Group has a 52 week low of $15.77 and a 52 week high of $19.61. The business has a 50 day moving average price of $17.79.

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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Wasatch Advisors LP bought a new position in shares of American Integrity Insurance Group during the second quarter valued at $16,073,000. Balyasny Asset Management L.P. bought a new position in shares of American Integrity Insurance Group during the second quarter valued at $10,409,000. Mink Brook Asset Management LLC bought a new position in shares of American Integrity Insurance Group during the second quarter valued at $7,844,000. The Manufacturers Life Insurance Company bought a new position in shares of American Integrity Insurance Group during the second quarter valued at $7,356,000. Finally, Federated Hermes Inc. bought a new position in shares of American Integrity Insurance Group during the second quarter valued at $7,233,000.

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.