Fidelis Insurance NYSE: FIHL, which management referred to on the call as Pelagos Insurance Capital following its rebrand, reported a strong first quarter of 2026, with executives emphasizing underwriting profitability, book value growth and continued share repurchases.
Fidelis Insurance Holdings Limited (FIHL) Q4 2025 Earnings Call Transcript
Fidelis Insurance remains a "Strong Buy," with shares trading below book value despite robust operational results and a secure 3.3% dividend yield. FIHL posted a 21.4% ROE and 79% combined ratio in Q3, benefiting from a benign catastrophe environment and resilient underwriting performance. The company's exclusive underwriting partnership and focus on niche markets provide a steady, attractive policy pipeline and support premium growth.
Fidelis Insurance Holdings Limited ( FIHL ) Q3 2025 Earnings Call November 13, 2025 9:00 AM EST Company Participants Miranda Hunter - Group Head of Investor Relations Daniel Burrows - Group CEO & Executive Director Allan Decleir - Group CFO, Bermuda CEO & Executive Director Jonathan Strickle - Group Chief Actuarial Officer Conference Call Participants David Motemaden - Evercore ISI Institutional Equities, Research Division Meyer Shields - Keefe, Bruyette, & Woods, Inc., Research Division Leon Cooperman - Omega Advisors, Inc. Brian Meredith - UBS Investment Bank, Research Division Taylor Scott - Barclays Bank PLC, Research Division Andrew Andersen - Jefferies LLC, Research Division Pablo Singzon - JPMorgan Chase & Co, Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to the Fidelis Insurance Group's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] With that, I will now turn the call over to Miranda Hunter, Head of Investor Relations.
Fidelis Insurance Holdings (FIHL) came out with quarterly earnings of $1.21 per share, missing the Zacks Consensus Estimate of $1.6 per share. This compares to earnings of $0.92 per share a year ago.
Fidelis Insurance (FIHL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Fidelis Holdings has moved beyond one-time Russia aircraft losses, which are not indicative of ongoing underwriting issues. FIHL's Q2 results showed resilience, despite Russia-related claims and a positive outlook due to a quiet hurricane season. The company benefits from higher interest rates, maintains a conservative investment portfolio, and is ramping up capital returns via buybacks and a 50% dividend hike.
Fidelis Insurance Holdings Limited (NYSE:FIHL ) Q2 2025 Earnings Conference August 14, 2025 9:00 AM ET Company Participants Allan Carl Decleir - Group CFO, Bermuda CEO & Executive Director Daniel Burrows - Group CEO & Executive Director Jonathan Strickle - Group Chief Actuarial Officer Miranda Hunter - Group Head of Investor Relations Conference Call Participants Andrew E. Andersen - Jefferies LLC, Research Division David Kenneth Motemaden - Barclays Bank PLC, Research Division a - Unidentified Company y - Unidentified Company l - Unidentified Company o - Unidentified Company r - Unidentified Company l - Unidentified Company e - Unidentified Company x - Unidentified Company a - Unidentified Company n - Unidentified Company d - Unidentified Company e - Unidentified Company r - Unidentified Company c - Unidentified Company o - Unidentified Company t - Unidentified Company t - Evercore ISI Institutional Equities, Research Division Leon G.
FIHL, FLOC and WHF have been added to the Zacks Rank #5 (Strong Sell) List on August 14, 2025.
The headline numbers for Fidelis Insurance (FIHL) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Fidelis Insurance Holdings (FIHL) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of a loss of $0.12 per share. This compares to earnings of $0.54 per share a year ago.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Fidelis Insurance (FIHL), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.