Rhumbline Advisers Sells 2,873 Shares of Kinsale Capital Group, Inc. $KNSL

Rhumbline Advisers lowered its stake in Kinsale Capital Group, Inc. (NYSE:KNSL) by 4.3% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,206 shares of the financial services provider’s stock after selling 2,873 shares during the quarter. Rhumbline Advisers’ holdings in Kinsale Capital Group were worth $26,879,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Root Financial Partners LLC acquired a new position in shares of Kinsale Capital Group during the third quarter valued at about $33,000. Darwin Wealth Management LLC bought a new position in Kinsale Capital Group in the second quarter worth approximately $38,000. VSM Wealth Advisory LLC acquired a new stake in Kinsale Capital Group in the second quarter valued at approximately $39,000. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of Kinsale Capital Group during the third quarter valued at approximately $43,000. Finally, Eastern Bank acquired a new position in shares of Kinsale Capital Group during the third quarter worth approximately $43,000. 85.36% of the stock is owned by institutional investors.

Kinsale Capital Group News Summary

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

• Positive Sentiment: Q4 results topped estimates — EPS $5.81 vs. ~$5.30 expected and revenue rose ~17%, driven by stronger underwriting and a better combined ratio (71.7). Management also expanded buybacks, supporting capital return. Zacks: Kinsale Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Underwriting performance and profitability metrics remain strong (high net margin and ROE), which supports earnings durability even as top-line growth decelerates. Business Wire: Q4 & Year-End Results
• Neutral Sentiment: Management commentary (earnings call/transcript) highlighted expense and underwriting discipline as a competitive edge, but signaled the current environment is mixed — useful context for medium-term margin outlook. Seeking Alpha: Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Full transcripts of the call are available for specifics on reserve development, reinsurance placement and segment commentary — items investors should scan for forward guidance and loss trends. Yahoo: Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Corporate governance update: the company announced a board change and governance consolidation; typically not dispositive for near-term earnings but worth noting for governance/activation risk. Globe and Mail: Board Change
• Negative Sentiment: Competitive pricing pressures in the property market were highlighted as causing a slowdown in new business and premium growth — this raises concern about near-term top-line momentum and could pressure organic growth. Yahoo: Q4 Deep Dive — Competitive Pressures

Wall Street Analyst Weigh In

A number of analysts have commented on the stock. Cantor Fitzgerald decreased their price target on shares of Kinsale Capital Group from $470.00 to $422.00 and set a “neutral” rating for the company in a research note on Wednesday, January 14th. TD Cowen decreased their target price on shares of Kinsale Capital Group from $448.00 to $442.00 and set a “hold” rating for the company in a research report on Tuesday, November 4th. Morgan Stanley restated an “overweight” rating on shares of Kinsale Capital Group in a report on Tuesday, December 16th. JPMorgan Chase & Co. dropped their price target on shares of Kinsale Capital Group from $460.00 to $450.00 and set a “neutral” rating on the stock in a research report on Monday, October 27th. Finally, Wells Fargo & Company initiated coverage on Kinsale Capital Group in a report on Thursday, January 15th. They set an “overweight” rating and a $490.00 price objective for the company. Four analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $472.64.

Kinsale Capital Group Stock Down 7.4%

KNSL stock opened at $371.15 on Monday. The stock has a market cap of $8.63 billion, a P/E ratio of 17.13, a P/E/G ratio of 1.31 and a beta of 0.99. The company has a current ratio of 0.08, a quick ratio of 0.09 and a debt-to-equity ratio of 0.11. The stock’s fifty day simple moving average is $394.63 and its two-hundred day simple moving average is $415.84. Kinsale Capital Group, Inc. has a 1-year low of $341.06 and a 1-year high of $512.76.

Kinsale Capital Group (NYSE:KNSL) last issued its quarterly earnings results on Thursday, February 12th. The financial services provider reported $5.81 earnings per share for the quarter, topping analysts’ consensus estimates of $5.30 by $0.51. The company had revenue of $483.27 million for the quarter, compared to the consensus estimate of $467.66 million. Kinsale Capital Group had a net margin of 26.87% and a return on equity of 25.45%. During the same period in the previous year, the firm earned $4.62 EPS. Analysts expect that Kinsale Capital Group, Inc. will post 17.72 EPS for the current year.

Kinsale Capital Group declared that its board has authorized a stock repurchase program on Thursday, December 11th that permits the company to buyback $250.00 million in shares. This buyback authorization permits the financial services provider to reacquire up to 2.8% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board believes its shares are undervalued.

Kinsale Capital Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 26th will be paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Thursday, February 26th. This is an increase from Kinsale Capital Group’s previous quarterly dividend of $0.17. Kinsale Capital Group’s dividend payout ratio (DPR) is 3.14%.

About Kinsale Capital Group

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.