Zacks Research Has Strong Forecast for KNSL FY2026 Earnings

Key Points

• Zacks Research raised its FY2026 EPS estimate for Kinsale Capital Group to $20.32 (from $20.12) and published quarterly forecasts including Q4 2026 at $5.73 and Q1 2027 at $4.97, versus a market consensus FY2026 EPS of $20.54.
• Kinsale beat its most recent quarterly estimates—reporting $5.11 EPS vs. $4.70 expected and $466.7M revenue—delivering a 27.5% net margin and 25.8% ROE, but several brokerages have cut ratings/targets and the MarketBeat consensus remains a Hold with a $392 price target.
• CEO Michael P. Kehoe sold 22,576 shares (~$6.83M) on May 5, reducing his stake by about 6.8% while still owning 308,048 shares, and institutional investors hold roughly 85.4% of the company.

Kinsale Capital Group, Inc. (NYSE:KNSL - Free Report) - Equities researchers at Zacks Research boosted their FY2026 EPS estimates for shares of Kinsale Capital Group in a note issued to investors on Tuesday, May 5th. Zacks Research analyst Team now forecasts that the financial services provider will post earnings of $20.32 per share for the year, up from their previous estimate of $20.12. The consensus estimate for Kinsale Capital Group's current full-year earnings is $20.54 per share. Zacks Research also issued estimates for Kinsale Capital Group's Q4 2026 earnings at $5.73 EPS, Q1 2027 earnings at $4.97 EPS and Q4 2027 earnings at $6.21 EPS.

Kinsale Capital Group (NYSE:KNSL - Get Free Report) last announced its quarterly earnings results on Thursday, April 23rd. The financial services provider reported $5.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.70 by $0.41. The company had revenue of $466.71 million for the quarter, compared to analyst estimates of $410.25 million. Kinsale Capital Group had a net margin of 27.48% and a return on equity of 25.82%. The firm's revenue was down .5% on a year-over-year basis. During the same period in the previous year, the firm posted $3.71 EPS.

Several other equities research analysts also recently commented on KNSL. Morgan Stanley reiterated an "equal weight" rating and set a $350.00 target price (down from $450.00) on shares of Kinsale Capital Group in a research report on Monday, April 6th. Weiss Ratings downgraded shares of Kinsale Capital Group from a "hold (c)" rating to a "hold (c-)" rating in a research report on Monday, April 27th. BMO Capital Markets downgraded shares of Kinsale Capital Group from a "market perform" rating to an "underperform" rating and set a $348.00 target price on the stock. in a research report on Wednesday, February 25th. Royal Bank Of Canada cut their target price on shares of Kinsale Capital Group from $385.00 to $375.00 and set a "sector perform" rating on the stock in a research report on Monday, April 27th. Finally, Wells Fargo & Company downgraded shares of Kinsale Capital Group from an "overweight" rating to an "equal weight" rating and cut their target price for the stock from $420.00 to $357.00 in a research report on Monday, April 27th. Two analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus price target of $392.00.

Kinsale Capital Group Trading Down 0.4%

Shares of Kinsale Capital Group stock opened at $303.90 on Thursday. The firm has a market capitalization of $7.01 billion, a PE ratio of 13.38, a price-to-earnings-growth ratio of 0.99 and a beta of 0.95. The company has a current ratio of 0.10, a quick ratio of 0.10 and a debt-to-equity ratio of 0.11. The firm's 50 day moving average is $351.31 and its 200 day moving average is $379.36. Kinsale Capital Group has a 1 year low of $300.23 and a 1 year high of $512.76.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Bamco Inc. NY lifted its position in shares of Kinsale Capital Group by 1.4% in the 3rd quarter. Bamco Inc. NY now owns 1,788,590 shares of the financial services provider's stock worth $760,616,000 after purchasing an additional 24,796 shares during the period. Capital World Investors lifted its position in shares of Kinsale Capital Group by 117.4% in the 4th quarter. Capital World Investors now owns 987,844 shares of the financial services provider's stock worth $386,366,000 after purchasing an additional 533,499 shares during the period. First Manhattan CO. LLC. lifted its position in shares of Kinsale Capital Group by 19.6% in the 4th quarter. First Manhattan CO. LLC. now owns 614,647 shares of the financial services provider's stock worth $240,401,000 after purchasing an additional 100,600 shares during the period. Life Cycle Investment Partners Ltd acquired a new position in shares of Kinsale Capital Group in the 4th quarter worth approximately $229,653,000. Finally, DAVENPORT & Co LLC lifted its position in shares of Kinsale Capital Group by 1.9% in the 4th quarter. DAVENPORT & Co LLC now owns 530,043 shares of the financial services provider's stock worth $208,443,000 after purchasing an additional 10,137 shares during the period. Institutional investors and hedge funds own 85.36% of the company's stock.

Insider Activity

In other news, CEO Michael P. Kehoe sold 22,576 shares of the business's stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $302.66, for a total value of $6,832,852.16. Following the transaction, the chief executive officer owned 308,048 shares in the company, valued at approximately $93,233,807.68. The trade was a 6.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 5.60% of the company's stock.

Kinsale Capital Group News Roundup

Here are the key news stories impacting Kinsale Capital Group this week:

• Positive Sentiment: CEO Michael P. Kehoe remains a large shareholder after the sale — he still directly owns 308,048 shares (worth roughly $93.2M after the trade), which can be read as management alignment with shareholders.
• Neutral Sentiment: Kinsale announced the retirement of CIO Diane Schnupp and a leadership transition; the move appears orderly (planned retirement) but introduces some execution risk until the successor is in place. Kinsale Capital Announces CIO Retirement and Leadership Transition
• Negative Sentiment: CEO sale of 22,576 shares (avg. $302.66, ~$6.83M) — the disclosed Form 4 shows a ~6.8% reduction in his position, and insider selling often weighs on sentiment. SEC filing: SEC Form 4
• Negative Sentiment: Zacks Research cut multiple near‑ and medium‑term EPS forecasts (Q2 2026 down to $4.64 from $4.90; Q3 2026 to $4.84; several quarters and FY2027/FY2028 also trimmed). These revisions lower forward expectations and can pressure the stock’s valuation and sentiment until earnings prove otherwise.

Kinsale Capital Group Company Profile

Kinsale Capital Group, Inc NYSE: KNSL is a specialty property and casualty insurance company headquartered in Richmond, Virginia. Established in 2009, the company focuses on underwriting complex and underserved risks across the United States. Kinsale operates through a network of wholesale brokers and independent agencies, offering tailored coverage solutions for a range of niche industries.

The company's product portfolio includes general liability, business auto, professional liability, environmental liability, inland marine, cyber liability, and other specialty lines.

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