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Ategrity Specialty Holdings LLC logo

Ategrity Specialty Holdings LLC

ASIC

NYSEFinancial ServicesInsurance - Property & Casualty

Open in GoAI

Regular session

$26.21

+$0.37 · +1.43%

Aug 24, 12:22 PM ET

ASIC company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

94

Deep Value

Momentum

82

Strong Up

Sentiment

58

Mixed

Risk resilience

66

Moderate Risk

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Thesis, catalysts, evidence, and risk analysis.

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Company profile

Company website

Ategrity Specialty Holdings LLC, along with its subsidiaries, offers insurance and reinsurance services specifically designed for small and medium-sized businesses across the United States. Its product line primarily focuses on property and casualty insurance. The company was founded in 2017 and maintains its headquarters in New York, New York. Ategrity Specialty Holdings LLC operates as a subsidiary of Zimmer Financial Services Group LLC.

Industry
Insurance - Property & Casualty
Sector
Financial Services
Headquarters
US
CEO
Justin G. Cohen
Listed since
Jun 11, 2025
Employees
203

Market position

Day range

Current $26.21

52-week range

Current $26.21

Open
$25.89
Previous close
$25.84
Volume
23.53K
0.32× average
Average volume
74.67K
Average daily volume
Market cap
1.26B USD
Beta
-0.68
Market reference 1
50-day average
$23.7018
+10.58% above average
200-day average
$20.622
+27.10% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
908.53M USD
P/E (TTM)
11.75×
P/B (TTM)
1.9×
P/S (TTM)
2.44×
EV / EBITDA
9.28×
Earnings yield
7.89%
Free cash flow yield
15.00%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
58.87%
Operating margin
27.77%
Net margin
20.67%
Return on equity
12.05%
Return on assets
5.02%
Return on invested capital
12.30%

Financial health

Debt / equity
0×
Current ratio
0.69×
Altman Z-score
2.02
Piotroski F-score
6 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends55%36%18%-0%Gross margin, FY2023: 16.99%Gross margin, FY2024: 31.38%Gross margin, FY2025: 50.01%Operating margin, FY2023: 5.23%Operating margin, FY2024: 19.27%Operating margin, FY2025: 22.60%Net margin, FY2023: 4.16%Net margin, FY2024: 13.70%Net margin, FY2025: 17.44%FY2023FY2024FY2025
Gross margin FY2023 16.99%. Gross margin FY2024 31.38%. Gross margin FY2025 50.01%. Operating margin FY2023 5.23%. Operating margin FY2024 19.27%. Operating margin FY2025 22.60%. Net margin FY2023 4.16%. Net margin FY2024 13.70%. Net margin FY2025 17.44%.

Income trends

Revenue

424.34M USD+23.41%

Operating income

95.91M USD+44.75%

Net income

74M USD+57.15%
Income trends across reported periods465.77M USD300.05M USD134.34M USD−31.38M USDRevenue, FY2023: 241.32M USDRevenue, FY2024: 343.83M USDRevenue, FY2025: 424.34M USDOperating income, FY2023: 12.62M USDOperating income, FY2024: 66.26M USDOperating income, FY2025: 95.91M USDNet income, FY2023: 10.05M USDNet income, FY2024: 47.09M USDNet income, FY2025: 74M USDFY2023FY2024FY2025
Revenue FY2023 241.32M USD. Revenue FY2024 343.83M USD. Revenue FY2025 424.34M USD. Operating income FY2023 12.62M USD. Operating income FY2024 66.26M USD. Operating income FY2025 95.91M USD. Net income FY2023 10.05M USD. Net income FY2024 47.09M USD. Net income FY2025 74M USD.
Metric (USD)FY2025FY2024FY2023
Revenue424.34M USD343.83M USD241.32M USD
Cost of goods sold212.15M USD235.93M USD200.31M USD
Gross profit212.19M USD107.91M USD41.01M USD
Operating expenses116.28M USD41.64M USD28.39M USD
Interest expense1.36M USD2.04M USD2.24M USD
Depreciation and amortization593K USD699K USD227K USD
Operating income95.91M USD66.26M USD12.62M USD
Net income74M USD47.09M USD10.05M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
83%
5 beats, 1 miss, 0 met estimates
Average EPS surprise
+23.34%
6 comparable reports
Latest EPS result
0.67
Estimate 0.53 · Beat by 27.13%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.710.530.360.18Q2 '25MissQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q2 2025, reported Jun 3, 2025: actual 0.211, estimate 0.31, surprise -31.99%, Miss. Q3 2025, reported Aug 11, 2025: actual 0.41, estimate 0.31, surprise +32.26%, Beat. Q4 2025, reported Oct 22, 2025: actual 0.46, estimate 0.33, surprise +39.39%, Beat. Q1 2026, reported Feb 19, 2026: actual 0.51, estimate 0.35, surprise +45.71%, Beat. Q2 2026, reported Apr 29, 2026: actual 0.51, estimate 0.4, surprise +27.50%, Beat. Q3 2026, reported Jul 29, 2026: actual 0.67, estimate 0.527, surprise +27.13%, Beat. Q4 2026, reported Oct 28, 2026: actual —, estimate 0.5, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates216.85M168.11M119.37M70.63MQ2 '25MissQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q2 2025, reported Jun 3, 2025: actual 80.71M USD, estimate 91.44M USD, surprise -11.74%, Miss. Q3 2025, reported Aug 11, 2025: actual 167.5M USD, estimate 91.44M USD, surprise +83.17%, Beat. Q4 2025, reported Oct 22, 2025: actual 143.9M USD, estimate 99.03M USD, surprise +45.31%, Beat. Q1 2026, reported Feb 19, 2026: actual 154.03M USD, estimate 106.14M USD, surprise +45.11%, Beat. Q2 2026, reported Apr 29, 2026: actual 142.93M USD, estimate 117.87M USD, surprise +21.26%, Beat. Q3 2026, reported Jul 29, 2026: actual 206.76M USD, estimate 124.36M USD, surprise +66.27%, Beat. Q4 2026, reported Oct 28, 2026: actual —, estimate 133.48M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$28.00

6.83% upside
Past 12 months12-month forecastHigh $28.00Average $28.00Low $28.00

Rating distribution

4 ratings

Limited analyst sample: 4 ratings. Interpret the distribution with caution.

Strong buy00%
Buy375%
Hold125%
Sell00%
Strong sell00%

Recent analyst actions

4 institutions

ASIC news

businesswire.com

Ategrity Launches Four New Products Powered by Its Productionized Underwriting Model

NEW YORK--(BUSINESS WIRE)--Ategrity Specialty Insurance Company Holdings (NYSE:ASIC) today announced the launch of four new specialty products for small and medium-sized businesses: Life Sciences, Energy, Sports &…

Read source
seekingalpha.com

Ategrity Specialty Insurance: With A Longer Track Record, Possible Multiple Expansion

Ategrity Specialty Insurance Company Holdings has some appeal in that it trades at a meaningful P/B discount to possible comps. But it's a relatively new business, and there can be tail risks, so a greater track record…

Read source
gurufocus.com

SEMIFIVE Accelerates Growth with 97% YoY Revenue Surge in H1 2026, Powered by ASIC Turnkey, Mass Production, and IP

SEMIFIVE Accelerates Growth with 97% YoY Revenue Surge in H1 2026, Powered by ASIC Turnkey, Mass Production, and IP PR Newswire

Read source
marketbeat.com

Ategrity Specialty Q2 Earnings Call Highlights

Ategrity Specialty NYSE: ASIC reported record quarterly written premiums, underwriting income and net income for its second quarter of fiscal 2026, as the specialty insurer grew premiums across its casualty and property…

Read source
seekingalpha.com

Ategrity Specialty Insurance Company Holdings (ASIC) Q2 2026 Earnings Call Transcript

Ategrity Specialty Insurance Company Holdings (ASIC) Q2 2026 Earnings Call Transcript

Read source
zacks.com

Ategrity Specialty Insurance Company Holdings (ASIC) Surpasses Q2 Earnings Estimates

Ategrity Specialty Insurance Company Holdings (ASIC) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.41 per share a year ago.

Read source

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ETFs holding ASIC

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
7.35M
Weight
0.00%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$377.73-0.14%
iShares Russell 2000 ETF logoiShares Russell 2000 ETFIWM
Market value
6.25M
Weight
0.01%
AUM
81.62B USD
Expense ratio
0.19%
Price / 1D
$298.38-0.53%
iShares Russell 2000 Value ETF logoiShares Russell 2000 Value ETFIWN
Market value
2.36M
Weight
0.02%
AUM
14.66B USD
Expense ratio
0.24%
Price / 1D
$224.18-0.28%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
1.85M
Weight
0.00%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$243.71-0.74%
Vanguard Russell 2000 ETF logoVanguard Russell 2000 ETFVTWO
Market value
1.26M
Weight
0.01%
AUM
17.4B USD
Expense ratio
0.06%
Price / 1D
$120.62-0.52%
Schwab U.S. Small-Cap ETF logoSchwab U.S. Small-Cap ETFSCHA
Market value
811.94K
Weight
0.00%
AUM
23.1B USD
Expense ratio
0.03%
Price / 1D
$34.5101-0.93%
Avantis U.S. Small Cap Equity ETF logoAvantis U.S. Small Cap Equity ETFAVSC
Market value
388.53K
Weight
0.01%
AUM
3.16B USD
Expense ratio
0.25%
Price / 1D
$73.53-0.42%
Vanguard Financials ETF logoVanguard Financials ETFVFH
Market value
298.21K
Weight
0.00%
AUM
14.9B USD
Expense ratio
0.09%
Price / 1D
$142.11+0.98%

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