Admiral Group plc (OTCPK:AMIGY) Discusses Growth Strategy and Market Positioning for Household, Travel and Pet Insurance November 26, 2025 4:00 AM EST Company Participants Alistair Hargreaves - Chief Executive Officer of UK Insurance Business Scott Cargill Noel Summerfield Rachel Lewis Conference Call Participants Benjamin Cohen - RBC Capital Markets, Research Division Darius Satkauskas - Keefe, Bruyette, & Woods, Inc., Research Division Amalie Zdravkovic - Deutsche Bank AG, Research Division Thomas Bateman - Mediobanca - Banca di credito finanziario S.p.A., Research Division Derald Goh - Jefferies LLC, Research Division Carl Lofthagen - Joh.
Admiral Group plc (OTCPK:AMIGF) Q2 2025 Earnings Conference Call August 14, 2025 4:30 AM ET Company Participants Alistair Hargreaves - Chief Executive Officer of UK Insurance Business Costantino Moretti - Head of International Insurance Geraint Jones - CFO & Executive Director Milena Mondini-de-Focatiis - Group CEO & Executive Director Conference Call Participants Andreas de Groot van Embden - Peel Hunt LLP Benjamin Cohen - RBC Capital Markets Carl Lofthagen - Joh. Berenberg, Gossler & Co. KG Darius Satkauskas - Keefe, Bruyette, & Woods, Inc. Ivan Bokhmat - Barclays Bank PLC Shanti Kang - BofA Securities Thomas Bateman - Mediobanca Banca di credito finanziario S.p.A.
Shares of U.K. motor insurer Admiral Group have been a strong performer since my last update back in 2023, with the ADSs returning north of 60%. As expected, Admiral's underwriting profitability has rebounded sharply after being squeezed by high inflation, while the company is also back to posting strong volume growth. Admiral trades for less than 16x last year's EPS. Given its history of winning market share and ability to pay out most of its earnings, this looks reasonably cheap.
Admiral posted blow-out results for 2024, beating analyst expectations by a large margin. Being solidly capitalized and conservatively reserved, the looming sale of the U.S. unit will likely lead to a special dividend. The company is cheap compared to historic valuation multiples and should have more room to run.
Admiral Group Plc (OTCPK:AMIGF) Q4 2024 Results Conference Call March 6, 2025 5:00 AM ET Company Participants Milena Mondini - CEO Geraint Jones - CFO Alistair Hargreaves - CEO, UK Insurance Scott Cargill - Admiral Money, CEO Costantino Moretti - Head of International Insurance Conference Call Participants Abid Hussain - Panmure Liberum Faizan Lakhani - HSBC Will Hardcastle - UBS Thomas Bateman - Mediobanca Andy Sinclair - Bank of America Derald Goh - RBC Rhea Shah - Deutsche Bank Anthony Yang - Goldman Sachs Andreas van Embden - Peel Hunt Carl Lofthagen - Berenberg Ivan Bokhmat - Barclays Shanti Kang - Bank of America Milena Mondini Hello. Hi. Good morning, everybody, and welcome to Admiral Group 2024 Results.
Admiral Group Plc (OTCPK:AMIGF) Q2 2024 Earnings Call Transcript August 15, 2024 2:00 PM ET Company Participants Milena Mondini - CEO Geraint Jones - CFO Cristina Nestares - CEO, UK Insurance Costantino Moretti - Head of International Insurance Conference Call Participants James Pearse - Jefferies Faizan Lakhani - HSBC Freya Kong - Bank of America Merrill Lynch Ivan Bokhmat - Barclays Will Hardcastle - UBS Darius Satkauskas - KBW Derald Goh - RBC Youdish Chicooree - Autonomous Research LLP Abid Hussain - Panmure Liberum Anthony Yang - Goldman Sachs Rhea Shah - Deutsche Bank Milena Mondini Good. So welcome, everybody, to Admiral 2024 Half Year Results.
Insurance firm Admiral Group led the FTSE 100 higher on Thursday after announcing sparkling half-year trading numbers and declaring a special dividend.