FIDELIS INSURANCE HOLDINGS LTD

Fidelis Insurance’s stock rose to a 52‑week high of 20.51 USD; the share price gained 31.38% over the past year. InvestingPro reports a P/E ratio of 8.86 and a dividend yield of 3.05%, but views the stock as slightly overvalued. For Q4 2025 the company reported EPS of 1.09 USD (expectation 0.90 USD) on revenue of 600.9 million USD (expectation 613.0 million USD). Fidelis also announced the buyback of all remaining common shares held by CVC Falcon for 163.3 million USD (8,597,170 shares at 19.00 USD), after which CVC will hold no shares. » Mere på de.investing.com

Fidelis Insurance has agreed to repurchase all remaining 8,597,170 common shares of CVC Falcon Holdings at $19.00 each (total $163.3m), leaving CVC with no remaining stake. The repurchase price is below the diluted book value per share of $24.61 but is expected to increase book value per share and the return on equity; the current return on equity is 9%. The stock trades around $19.06 (price-to-book 0.77, P/E 9.53). Subject to regulatory approvals, Fidelis plans to rebrand as Pelagos Capital Insurance in 2026 and holds ratings of A (AM Best), A- (S&P) and A3 (Moody’s). » Mere på de.investing.com

Fidelis delivered a clear operational turnaround in Q4 2025: the combined ratio fell from 128.0% to 80.6% and operating profit swung from a loss to a gain, with operating earnings per share of $1.09. Despite higher-than-expected EPS ($1.09 vs. $0.90), revenues of $600.9 million missed consensus, causing the stock to fall. For 2025 the company reports written gross premiums of $4.7 billion, a book value per share of $24.61 and an improved operating return on equity; capital strength and ratings remained stable. Fidelis guides Q1 2026 EPS of $1.04, announces a rebranding to Pelagos Insurance Capital for May 2026, and flags ongoing macroeconomic and geopolitical risks. » Mere på de.investing.com