Kinsale Capital Group, Inc. $KNSL Shares Acquired by Erste Asset Management GmbH

Erste Asset Management GmbH grew its position in Kinsale Capital Group, Inc. (NYSE:KNSL) by 44.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 60,893 shares of the financial services provider’s stock after acquiring an additional 18,814 shares during the quarter. Erste Asset Management GmbH’s holdings in Kinsale Capital Group were worth $23,854,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Bamco Inc. NY lifted its position in shares of Kinsale Capital Group by 1.4% in the third quarter. Bamco Inc. NY now owns 1,788,590 shares of the financial services provider’s stock valued at $760,616,000 after acquiring an additional 24,796 shares in the last quarter. Capital World Investors lifted its position in shares of Kinsale Capital Group by 117.4% in the fourth quarter. Capital World Investors now owns 987,844 shares of the financial services provider’s stock valued at $386,366,000 after acquiring an additional 533,499 shares in the last quarter. Life Cycle Investment Partners Ltd purchased a new position in shares of Kinsale Capital Group in the fourth quarter valued at approximately $229,653,000. DAVENPORT & Co LLC lifted its position in shares of Kinsale Capital Group by 1.9% in the fourth quarter. DAVENPORT & Co LLC now owns 530,043 shares of the financial services provider’s stock valued at $208,443,000 after acquiring an additional 10,137 shares in the last quarter. Finally, JPMorgan Chase & Co. lifted its position in shares of Kinsale Capital Group by 6.0% in the third quarter. JPMorgan Chase & Co. now owns 450,044 shares of the financial services provider’s stock valued at $191,386,000 after acquiring an additional 25,428 shares in the last quarter. Hedge funds and other institutional investors own 85.36% of the company’s stock.

More Kinsale Capital Group News

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

• Positive Sentiment: Kinsale’s Q1 2026 results were still strong, with net income and investment income rising and the combined ratio improving to 77.4%, underscoring continued underwriting discipline and profitability. Kinsale Capital: A Top Insurer, But The Easy Growth Is Over
• Positive Sentiment: Several commentary pieces said the recent selloff has been driven more by slower premium growth than by underwriting deterioration, suggesting the business model remains intact even as growth normalizes. Kinsale Capital: The Selloff Is About Growth, Not Underwriting
• Neutral Sentiment: Zacks Research trimmed earnings estimates for FY2027 and FY2028 slightly, reflecting a more cautious outlook for future growth, but the revisions were modest and still leave forecasts above current-year consensus.
• Neutral Sentiment: An earnings roundup noted Kinsale remains part of a broader property & casualty insurance group that is being watched for how Q1 results translate into the rest of the year. Q1 earnings roundup: Kinsale Capital Group (NYSE:KNSL) and the rest of the property & casualty insurance segment
• Negative Sentiment: Analysts highlighted that the “easy growth” phase may be over, with gross written premiums down slightly in Q1 and valuation still dependent on Kinsale sustaining premium growth alongside its premium profitability.

Kinsale Capital Group Price Performance

NYSE:KNSL opened at $306.35 on Monday. Kinsale Capital Group, Inc. has a one year low of $287.20 and a one year high of $512.76. The company has a debt-to-equity ratio of 0.11, a quick ratio of 0.10 and a current ratio of 0.10. The stock has a market cap of $7.06 billion, a PE ratio of 13.48, a P/E/G ratio of 0.99 and a beta of 0.91. The stock has a 50 day moving average price of $326.94 and a 200 day moving average price of $363.20.

Kinsale Capital Group (NYSE:KNSL) last posted its quarterly earnings results on Thursday, April 23rd. The financial services provider reported $5.11 EPS for the quarter, beating the consensus estimate of $4.70 by $0.41. Kinsale Capital Group had a return on equity of 25.82% and a net margin of 27.48%.The firm had revenue of $466.71 million during the quarter, compared to analysts’ expectations of $410.25 million. During the same quarter last year, the firm earned $3.71 earnings per share. The business’s revenue for the quarter was down .5% on a year-over-year basis. Equities research analysts expect that Kinsale Capital Group, Inc. will post 20.54 EPS for the current fiscal year.

Kinsale Capital Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 28th will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Thursday, May 28th. Kinsale Capital Group’s dividend payout ratio (DPR) is currently 4.40%.

Analysts Set New Price Targets

Several research firms have recently weighed in on KNSL. JPMorgan Chase & Co. decreased their target price on Kinsale Capital Group from $450.00 to $410.00 and set a “neutral” rating on the stock in a research report on Monday, February 23rd. Truist Financial decreased their target price on Kinsale Capital Group from $450.00 to $405.00 and set a “buy” rating on the stock in a research report on Monday, April 27th. Cantor Fitzgerald decreased their target price on Kinsale Capital Group from $360.00 to $280.00 and set a “neutral” rating on the stock in a research report on Thursday, April 9th. Wells Fargo & Company downgraded Kinsale Capital Group from an “overweight” rating to an “equal weight” rating and decreased their target price for the company from $420.00 to $357.00 in a research report on Monday, April 27th. Finally, Wall Street Zen downgraded Kinsale Capital Group from a “hold” rating to a “sell” rating in a research report on Saturday. Two equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Kinsale Capital Group presently has a consensus rating of “Hold” and an average target price of $390.18.

Insider Activity at Kinsale Capital Group

In related news, insider Salmaan K. Allibhai sold 250 shares of the stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $311.17, for a total value of $77,792.50. Following the completion of the sale, the insider owned 3,645 shares of the company’s stock, valued at approximately $1,134,214.65. This trade represents a 6.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Michael P. Kehoe sold 22,576 shares of the 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 completion of the sale, the chief executive officer directly owned 308,048 shares of the company’s stock, valued at approximately $93,233,807.68. This represents a 6.83% decrease in their position. The SEC filing for this sale provides additional information. 5.60% of the stock is currently owned by company insiders.

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.