Fidelis Insurance

FIHL

Market cap $1.96B

Fidelis Insurance Holdings Limited (FIHL) Q4 2025 Earnings Call Transcript

PEMBROKE, Bermuda--(BUSINESS WIRE)--Fidelis Insurance Holdings Limited (“Fidelis” or “FIHL” or “the Group”) (NYSE: FIHL) announced today its financial results for the fourth quarter ended December 31, 2025.   Dan Burrows, Group Chief Executive Officer of Fidelis Insurance Group, commented: “Our excellent fourth quarter performance, highlighted by an 80.6% combined ratio and an annualized Operating ROAE of 18.3%, once again demonstrates the strength of our platform and our ability to deliver on.

PEMBROKE, Bermuda--(BUSINESS WIRE)--Fidelis Insurance Holdings Limited (NYSE:FIHL) (“Fidelis Insurance Group” or the “Company”), a strategic capital allocator and risk selector in specialty insurance and reinsurance, today announced that it intends to change its name to Pelagos Insurance Capital Limited (“Pelagos Insurance Capital”) and is expected to begin trading under the new ticker symbol (NYSE: PLGO) in May 2026, subject to all necessary regulatory and legal approvals. Dan Burrows, Group C.

PEMBROKE, Bermuda--(BUSINESS WIRE)--Fidelis Insurance Holdings Limited (NYSE:FIHL) (“Fidelis Insurance Group” or “the Company”), a strategic capital allocator and risk selector in specialty insurance and reinsurance, announced today an expansion of its capital management initiatives. The Company's Board of Directors approved an increase to the current common share repurchase authorization to $400 million and additionally approved and declared a dividend of $0.15 per common share, payable on Mar.

PEMBROKE, Bermuda--(BUSINESS WIRE)--Fidelis Insurance Holdings Limited (NYSE:FIHL) (“Fidelis Insurance Group”), a global specialty insurer, announced today that Fidelis Insurance Bermuda Limited (“FIBL”) has successfully placed a new catastrophe bond through the issuance of Series 2026-1 Class A Principal-at-Risk Variable Rate Notes (the “Series 2026-1 Notes”), by the Herbie Re Ltd. program (“Herbie Re”). This is the eighth series of notes issued by Herbie Re and will provide Fidelis Insurance.

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.

PEMBROKE, Bermuda--(BUSINESS WIRE)--Fidelis Insurance Holdings Limited (NYSE:FIHL) ("Fidelis Insurance Group", the “Group” or the "Company"), a global specialty insurer and reinsurer, announced today that it expects to release financial results for the fourth quarter ended December 31, 2025, on February 25, 2026, after the close of the financial markets. These documents will be available via the Investors section of the Company's website at https://investors.fidelisinsurance.com. Dan Burrows, G.

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.

PEMBROKE, Bermuda--(BUSINESS WIRE)--Fidelis Insurance Holdings Limited (“Fidelis” or “FIHL” or “the Group”) (NYSE: FIHL) announced today its financial results for the third quarter ended September 30, 2025. Dan Burrows, Group Chief Executive Officer of Fidelis Insurance Group, commented: “We delivered outstanding results in the third quarter, with our 79.0% combined ratio representing our best quarterly performance as a publicly traded company and an excellent annualized Operating ROAE of 21.4%.