Ategrity Specialty Insurance Company Holdings ASIC R2K
Company Overview
Ategrity Specialty Insurance Company Holdings, through its subsidiaries, provides excess and surplus lines insurance and reinsurance products to small and medium-sized businesses in the United States. The company offers property and casualty insurance solutions, including general liability, commercial property, management liability, miscellaneous PL, allied healthcare, and architects and engineers insurance products to the retail, real estate, hospitality, and construction sectors. It markets and distributes its products through brokerage and small business channels. The company was formerly known as Ategrity Specialty Holdings LLC and changed its name to Ategrity Specialty Insurance Company Holdings in June 2025. Ategrity Specialty Insurance Company Holdings was incorporated in 2017 and is based in New York, New York. Ategrity Specialty Insurance Company Holdings operates as a subsidiary of Zimmer Financial Services Group LLC.
Why Investors Should Care
Generates a return on equity of 17.9%, reflecting efficient use of shareholder capital.
Net profit has compounded at 171.4% per year over the last five years.
Revenue has grown at a 32.6% CAGR over the past five years.
Trades at a P/E of 12.7, below the sector median of 13.3.
Maintains a net profit margin of 19.4%.
Carries low leverage with a debt-to-equity ratio of 0.31.
Recent Developments
- Dec 2025 Revenue of $424.34M (+23.4% YoY); net profit $74.00M.
- Trailing 12 Months Year-on-year growth — revenue +55.2%, earnings +155.0%.
- 5-Year Trend Long-term compounding — revenue CAGR 32.6%, profit CAGR 171.4%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 32.61% |
| 1 Year: | 55.20% |
Compounded Profit Growth
| 5 Years: | 171.38% |
| 1 Year: | 155.00% |
Stock Price Performance
| 1 Year: | +19.62% |
| 6 Months: | +31.10% |
| 3 Months: | +18.86% |
| 1 Month: | +16.32% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)61.45 · Neutral
P/E of 12.73 is below the sector median of 13.30 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 32.6% over 5 years.
- Profit CAGR of 171.4% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ASIC Ategrity Specialty Insurance Company Holdings R2K | 24.45 | 12.73 | $1.17B | 0.00% | - | 17.89% | 32.61% | 171.38% |
| 2 | JPM JPMorgan Chase & Co. SPX | 342.89 | 16.42 | $918.78B | 1.87% | - | 16.47% | 5.35% | 7.56% |
| 3 | BRK-B Berkshire Hathaway Inc. SPX | 491.09 | 14.61 | $686.70B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPX | 356.02 | 31.01 | $590.89B | 0.83% | 37.15% | 60.35% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPX | 538.02 | 31.10 | $471.86B | 0.71% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPX | 60.62 | 15.04 | $430.20B | 2.00% | - | 10.64% | 6.00% | 3.49% |
| 7 | MS Morgan Stanley SPX | 227.67 | 20.62 | $359.10B | 1.87% | - | 16.39% | 3.76% | 9.66% |
| 8 | GS The Goldman Sachs Group, Inc. SPX | 1,140.00 | 20.83 | $336.31B | 1.69% | - | 14.55% | - | 2.21% |
| 9 | WFC Wells Fargo & Company SPX | 85.29 | 13.18 | $261.00B | 2.11% | - | 12.03% | 4.02% | 15.98% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|
| Revenue | 74.37M | - | 83.12M | 101.78M | 117.00M | 122.32M | 128.96M |
| Cost of Revenue | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - |
| Operating Income | - | - | 11.14M | 22.78M | 30.13M | 33.23M | 34.23M |
| EBITDA | - | - | - | - | - | - | - |
| Interest Expense | - | - | 447.00K | 447.00K | 392.00K | 72.00K | 4.00K |
| Pretax Income | - | - | 10.69M | 22.33M | 29.73M | 33.16M | 34.23M |
| Tax Provision | - | - | 2.24M | 4.71M | 6.12M | 6.71M | 7.05M |
| Net Income | 4.94M | - | 8.46M | 17.62M | 22.66M | 25.25M | 25.47M |
| Diluted EPS | 0.14 | 0.27 | 0.17 | 0.39 | - | 0.51 | 0.51 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Revenue | 241.32M | 343.83M | 424.34M |
| Cost of Revenue | - | - | - |
| Gross Profit | - | - | - |
| Operating Expenses | - | - | - |
| Operating Income | 14.86M | 68.31M | 97.27M |
| EBITDA | - | - | - |
| Interest Expense | 2.24M | 2.04M | 1.36M |
| Pretax Income | 12.62M | 66.26M | 95.91M |
| Tax Provision | 2.52M | 12.32M | 19.79M |
| Net Income | 10.05M | 47.09M | 74.00M |
| Diluted EPS | 0.21 | 0.99 | 1.58 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Total Assets | 882.04M | 1.12B | 1.47B |
| Current Assets | - | - | - |
| Cash & Equivalents | 264.65M | 26.57M | 29.72M |
| Inventory | - | - | - |
| Receivables | 49.10M | 187.12M | 225.63M |
| Total Liabilities | 559.85M | 724.63M | 859.45M |
| Current Liabilities | - | - | - |
| Long Term Debt | - | - | - |
| Total Debt | - | - | - |
| Total Equity | 321.70M | 398.31M | 614.31M |
| Shares Outstanding | 47.07M | 47.07M | 48.07M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Operating Cash Flow | 85.71M | 125.61M | 147.19M |
| Investing Cash Flow | 14.51M | -363.27M | -274.15M |
| Financing Cash Flow | 32.27M | -414.00K | 130.11M |
| Capital Expenditure | - | - | - |
| Free Cash Flow | 85.71M | 125.61M | 147.19M |
| Net Change in Cash | 132.49M | -238.07M | 3.15M |
| Share Buybacks | - | 0 | 2.74M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Gross Margin % | - | - | - |
| Operating Margin % | 6.2% | 19.9% | 22.9% |
| Net Margin % | 4.2% | 13.7% | 17.4% |
| ROE % | 3.1% | 11.8% | 12.0% |
| ROCE % | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Nuveen, LLC | 1.48% | 712.07K | $17.69M |
| 2 | T. Rowe Price Investment Management, Inc. | 1.19% | 569.73K | $14.15M |
| 3 | Blackrock Inc. | 1.18% | 566.98K | $14.08M |
| 4 | Cannell Capital LLC | 1.01% | 486.50K | $12.08M |
| 5 | Vanguard Capital Management LLC | 0.75% | 358.29K | $8.90M |
| 6 | Price (T.Rowe) Associates Inc | 0.57% | 274.65K | $6.82M |
| 7 | Marshall Wace LLP | 0.42% | 200.61K | $4.98M |
| 8 | Geode Capital Management, LLC | 0.39% | 188.25K | $4.68M |
| 9 | Two Sigma Investments, LP | 0.33% | 158.09K | $3.93M |
| 10 | State Of Wisconsin Investment Board | 0.30% | 143.29K | $3.56M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for ASIC
Why Ategrity Specialty Insurance Company Holdings (ASIC) Could Beat Earnings Estimates Again
Ategrity Specialty Insurance Company Holdings (ASIC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.…
Ategrity Specialty Insurance Pre-Announces Record Second Quarter 2026 Results; Appoints Neil Adler Chief Financial Officer
NEW YORK, July 10, 2026--Ategrity Specialty Insurance Company Holdings (NYSE: ASIC) today announced preliminary financial results for the second quarter ended June 30, 2026, which exceeded the Company's previously communicated outlook and c…
Strength Seen in Ategrity Specialty Insurance Company Holdings (ASIC): Can Its 10.6% Jump Turn into More Strength?
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How Much Upside is Left in Ategrity Specialty Insurance Company Holdings (ASIC)? Wall Street Analysts Think 30.78%
The mean of analysts' price targets for Ategrity Specialty Insurance Company Holdings (ASIC) points to a 30.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts i…
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ASIC — Frequently Asked Questions
What is the current share price of Ategrity Specialty Insurance Company Holdings (ASIC)?
As of 2026-07-14 21:23 PDT, Ategrity Specialty Insurance Company Holdings (ASIC) trades at $24.45 on NYSE. Its 52-week range is $16.38 to $25.42.
What is the market capitalisation of ASIC?
Ategrity Specialty Insurance Company Holdings (ASIC) has a market capitalisation of $1.17B on NYSE.
What is the P/E ratio of ASIC?
ASIC trades at a trailing price-to-earnings (P/E) ratio of 12.73. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 1.58.
What is the return on equity (ROE) of ASIC?
ASIC has a return on equity (ROE) of 17.89%.
Is ASIC a good stock to buy?
This page provides a data-driven analysis of Ategrity Specialty Insurance Company Holdings (ASIC), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.