SiriusPoint Q3 net income beats expectations on underwriting strength

Reuters10-31
SiriusPoint Q3 net income beats expectations on underwriting strength 

Overview

  • SiriusPoint Q3 net income of $86.8 mln beats analyst expectations, per LSEG data

  • Company reports Q3 diluted EPS of $0.73, a 41% increase from prior year

  • Gross premiums written for Core business grow 26% in Q3

Outlook

  • SiriusPoint expects sale of MGA investments to add $1.75 per share to book value

  • Company maintains strategic focus on growth and underwriting performance

Result Drivers

  • UNDERWRITING PERFORMANCE - Co attributes 11% increase in underwriting income to absence of catastrophe losses in Q3

  • PREMIUM GROWTH - Gross premiums written increased 26% in Q3, driven by Insurance & Services segment and A&H contributions

  • MGA DISPOSALS - Co expects sale of ArmadaCare and Arcadian to unlock significant shareholder value

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Net Income

Beat

$85.20 mln

$42.10 mln (1 Analyst)

Q3 Combined Ratio

85.90%

Q3 Core Combined Ratio

89.10%

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the reinsurance peer group is "buy"

  • Wall Street's median 12-month price target for Siriuspoint Ltd is $22.50, about 18.9% above its October 29 closing price of $18.25

Press Release: ID:nGNE2PG6T4

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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