Kinsale Capital Group (KNSL)
NYSEFinancialsInsurance - Property & CasualtySnapshot 2026-11-05
$396.80+1.29%
Close 2026-11-05 · 1-day change
NYSEFinancialsInsurance - Property & CasualtySnapshot 2026-11-05
QuarterlyIQ Insights · KNSL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-05.
The screen ranks KNSL against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Financials names rated strong grew net income 66% of the time over the next year (vs 56% for the rest of the cohort, n=7714).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue disciplined underwriting and technology-enabled low costs to produce underwriting profits through competitive market conditions.
4 Capital Return to Stockholders During the third quarter of 2026, the Company repurchased 269,004 shares of its common stock in the open market at an average price of $371.74 per share for a total c…
Stated in 3 of 5 supplied quarters. Management reported: “4 Capital Return to Stockholders During the third quarter of 2026, the Company repurchased 269,004 shares of its common stock in the open market at an average price of $371.74 per share for a total cost of $100.0 million.” “During the third quarter of 2026, the Company declared and paid a cash dividend of $0.25 per share of common stock for a total distribution of $5.6 million.”
Kehoe. "We continue to produce exceptional underwriting margins and strong investment income which allows us to return capital to stockholders.
Stated in 3 of 5 supplied quarters. Management reported: “(4) Annualized return on equity is net income expressed on an annualized basis as a percentage of average beginning and ending stockholders' equity during the period.” “(3) Average equity is computed by adding the total stockholders' equity as of the date indicated to the prior quarter-end or year-end total, as applicable, and dividing by two.”
Maintain underwriting discipline and low costs to generate consistent underwriting profits and long-term value.
Increase net income and diluted earnings per share through profitable growth and operational efficiency.
Over the trailing year it converted 2.23x of net income into operating cash flow. Historically, Financials names rated robust grew net income 62% of the time over the next year (vs 56% for the rest of the cohort, n=6873).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity, the US dollar (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Financials names rated stable grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7436).
Not investment advice. As of 2026-11-05.
“4 Capital Return to Stockholders During the third quarter of 2026, the Company repurchased 269,004 shares of its common stock in the open market at an average price of $371.74 per share for a total c…”
“We are generating significant operating cash flows resulting in excess capital and are pleased to report an additional share repurchase authorization of $250 million.”
“The new share repurchase authorization and increased dividend return excess capital to stockholders while maintaining a conservative capital position for the Company's business.”
“Kehoe. "We continue to produce exceptional underwriting margins and strong investment income which allows us to return capital to stockholders.”
“Kehoe. "Our business continues to generate consistent and growing underwriting profits and investment income.”
“Particularly in a competitive market, we remain focused on delivering long-term stockholder value throughout the market cycle by generating consistent and attractive underwriting profits while managi…”