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Universal Insurance (UVE)
NYSE:UVE
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Universal Insurance Holdings (UVE) AI Stock Analysis

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UVE

Universal Insurance Holdings

(NYSE:UVE)

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Outperform 81 (OpenAI - 5.2)
Rating:81Outperform
Price Target:
$51.00
▲(22.57% Upside)
Action:Reiterated
Date:07/31/26
UVE scores well primarily on strong recent financial performance (higher margins, low leverage, solid cash conversion) and a very positive earnings call highlighting improved underwriting results and supportive reinsurance/Florida reform tailwinds. The technical setup is favorable with price above major moving averages, while valuation is reasonable at ~11.6x earnings with a modest dividend. The main limiter is historical volatility typical of P&C insurers and, to a lesser extent, incremental debt and rising expense ratio.
Positive Factors
Underwriting improvement & strong ROE
Substantially improved combined and loss ratios alongside a 33.2% adjusted ROE indicate underwriting discipline and profitable core operations. These metrics point to sustainable earnings capacity over the coming months if current underwriting, pricing, and claims trends persist.
Negative Factors
Rising expense ratio
A rising expense ratio, driven by higher acquisition costs, compresses underwriting margins and reduces the buffer between premiums and combined ratio improvements. If acquisition cost inflation persists, it will require higher rate adequacy or efficiency gains to sustain current profitability levels.
Read all positive and negative factors
Positive Factors
Negative Factors
Underwriting improvement & strong ROE
Substantially improved combined and loss ratios alongside a 33.2% adjusted ROE indicate underwriting discipline and profitable core operations. These metrics point to sustainable earnings capacity over the coming months if current underwriting, pricing, and claims trends persist.
Read all positive factors

Universal Insurance Holdings (UVE) vs. SPDR S&P 500 ETF (SPY)

Universal Insurance Holdings Business Overview & Revenue Model

Company Description
Universal Insurance Holdings, Inc. (UVE) is an insurance holding company focused on personal lines property and casualty insurance in the United States, with an emphasis on homeowners and dwelling/fire coverage in coastal and catastrophe-exposed m...
How the Company Makes Money
UVE makes money primarily through its property-and-casualty insurance operations. The core revenue stream is insurance premiums collected from policyholders for homeowners and related personal lines policies. These premiums are recognized as reven...

Universal Insurance Holdings Earnings Call Summary

Earnings Call Date:Jul 23, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Oct 22, 2026
Earnings Call Sentiment Positive
The call was largely positive: the company reported strong profitability (33.2% adjusted ROE), sizable EPS improvement (~49.6%), steady top-line premium and revenue growth, and meaningful underwriting improvement (combined ratio down 6.2 pts, loss ratio down 7.5 pts). Favorable developments in Florida (legislative reforms), improved reinsurance pricing, and robust growth outside Florida underpin expectations for sustained profitable growth. Offsetting items are modest: a 1.3-pt rise in the net expense ratio driven by acquisition costs, relatively muted Florida premium growth (+0.8%), and a limited remaining buyback authorization. Overall, highlights materially outweigh the lowlights.
Positive Updates
Very Strong Adjusted ROE
Delivered a 33.2% annualized adjusted return on common equity in the quarter, driven by solid underwriting and revenue performance.
Negative Updates
Higher Net Expense Ratio
Net expense ratio increased to 26.8%, up 1.3 percentage points year-over-year, primarily driven by higher policy acquisition costs associated with growth outside Florida.
Read all updates
Q2-2026 Updates
Negative
Very Strong Adjusted ROE
Delivered a 33.2% annualized adjusted return on common equity in the quarter, driven by solid underwriting and revenue performance.
Read all positive updates
Company Guidance
Management said it expects continued benefit to non‑catastrophe margins through the year and believes the company is well‑positioned to deliver sustained profitable growth—citing Florida legislative reforms, more favorable reinsurance rates, the ability to write rate‑adequate premium, litigation inventory back to pre‑crisis levels, and aggregate reserves that provide a meaningful margin above expected ultimate losses. Key Q2 metrics cited: annualized adjusted return on common equity of 33.2%; adjusted diluted EPS $1.84 (vs. $1.23 prior year); core revenue $419.4M, up 4.6% y/y; direct premiums written $621.3M, up 4.1% (0.8% Florida, 14.4% other states); direct premiums earned $544.8M; net premiums earned $377.3M, up 4.7%; net combined ratio 91.6% (down 6.2 pts); net loss ratio 64.8% (down 7.5 pts); net expense ratio 26.8% (up 1.3 pts); share repurchases ~122,000 shares for $4.5M with ~$8.6M remaining authorization; and a $0.16 per‑share quarterly dividend payable Aug 7.

Universal Insurance Holdings Financial Statement Overview

Summary
Recent fundamentals are strong: sharp TTM revenue growth, improved profitability (net margin ~13.5%, operating margin ~18.4%), low leverage (debt-to-equity ~0.15), and solid cash generation with free cash flow closely tracking net income. The main risk is volatility across years (including a loss year in 2022 and weaker margins in 2023–2024), consistent with underwriting/catastrophe-cycle sensitivity.
Income Statement
84
Very Positive
Balance Sheet
78
Positive
Cash Flow
81
Very Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.62B1.60B1.52B1.39B1.22B1.12B
Gross Profit612.15M609.72M199.73M190.94M70.00M116.48M
EBITDA306.22M256.56M96.50M101.48M-14.04M35.91M
Net Income219.90M182.95M58.93M66.82M-22.26M20.41M
Balance Sheet
Total Assets3.31B2.84B2.84B2.32B2.89B2.06B
Cash, Cash Equivalents and Short-Term Investments703.84M571.79M419.43M1.46B1.40B1.29B
Total Debt97.85M100.48M101.24M116.60M102.77M130.44M
Total Liabilities2.67B2.29B2.47B1.98B2.60B1.63B
Stockholders Equity637.15M551.03M373.25M341.30M287.90M429.70M
Cash Flow
Free Cash Flow339.68M377.06M129.99M66.95M319.62M227.15M
Operating Cash Flow344.40M381.49M137.36M70.97M324.51M234.38M
Investing Cash Flow-119.79M-113.61M-228.09M-15.25M-148.86M-229.40M
Financing Cash Flow-59.56M-52.12M-47.13M-47.12M-37.46M68.30M

Universal Insurance Holdings Risk Analysis

Universal Insurance Holdings disclosed 32 risk factors in its most recent earnings report. Universal Insurance Holdings reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Universal Insurance Holdings Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
84
Outperform
$2.23B6.8132.64%0.89%22.11%90.84%
83
Outperform
$1.00B17.1913.37%27.29%33.22%
82
Outperform
$1.15B10.7717.11%36.63%67.30%
81
Outperform
$1.22B5.5338.78%1.85%3.96%234.26%
80
Outperform
$891.38M4.5043.68%1.25%157.31%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
67
Neutral
$514.69M4.8933.02%10.65%39.18%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
UVE
Universal Insurance Holdings
44.23
21.41
93.81%
ACIC
American Coastal Insurance
10.93
1.27
13.10%
HRTG
Heritage Insurance Holdings
30.22
9.01
42.48%
HCI
HCI Group
179.28
41.18
29.82%
BOW
Bowhead Specialty Holdings Inc.
33.69
1.27
3.92%
ASIC
Ategrity Specialty Holdings LLC
23.90
4.40
22.56%

Universal Insurance Holdings Corporate Events

Business Operations and StrategyDividends
Universal Insurance Declares Quarterly Dividend, Reinforcing Capital Strategy
Positive
Jul 8, 2026
Universal Insurance Holdings, Inc., a U.S. property and casualty insurance holding company, focuses on personal residential homeowners coverage and related services such as risk management, claims handling, and distribution. It sells policies nati...
Business Operations and StrategyPrivate Placements and Financing
Universal Insurance Extends Debt Profile with 2031 Notes
Positive
Jun 18, 2026
On June 16, 2026, Universal Insurance Holdings, Inc. privately issued $100 million of 7.75% Senior Unsecured Notes due 2031 to institutional accredited investors and qualified institutional buyers, with proceeds earmarked for general corporate pur...
Executive/Board ChangesShareholder Meetings
Universal Insurance Shareholders Back Board, Pay, Auditor Choices
Positive
Jun 15, 2026
On June 11, 2026, Universal Insurance Holdings shareholders re-elected the full slate of director nominees, with all 12 candidates receiving strong majority support from holders of common and Series A preferred stock voting as a single class. The ...
Business Operations and StrategyRegulatory Filings and Compliance
Universal Insurance Updates Note Indenture for Redemption Flexibility
Positive
Jun 5, 2026
On June 3, 2026, Universal Insurance Holdings, Inc. amended the indenture governing its 5.625% Senior Unsecured Notes due 2026 through a First Supplemental Indenture with UMB Bank National Association, after obtaining consent from holders of a maj...
Business Operations and Strategy
Universal Insurance Finalizes 2026–2027 Catastrophe Reinsurance Program
Positive
May 28, 2026
Universal Insurance Holdings said its subsidiaries Universal Property Casualty Insurance Company and American Platinum Property and Casualty Insurance Company have completed their combined 2026-2027 catastrophe reinsurance program, effective June...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 31, 2026