NASDAQ$IGIC

International General Insurance Holdings Ltd · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

IGI reported its fourth quarter 2025 financial results, showing growth in net income and book value despite lower net premiums earned.

IGI delivered a solid Q4 2025 with net income rising to $32.3 million and an annualized ROE of 18.5%. While underwriting income saw a slight decline due to lower net premiums earned, the company maintained a strong combined ratio of 82.0% and continued its aggressive capital return strategy, returning $10.2 million to shareholders during the quarter.

  • Net income for Q4 2025 increased by 7.7% to $32.3 million compared to $30.0 million in Q4 2024.
  • Book value per share grew to $16.91, representing a 13.9% increase from the end of 2024.
  • The Q4 combined ratio was 82.0%, compared to 77.8% in the prior year quarter, primarily due to lower positive FX movements.
  • Capital returns remained a priority with $8.1 million in share repurchases and $2.1 million in dividends paid during the quarter.

Headline financials

Total Revenue

$111M

Previous: $175M-36.2%
EPS (adj)

$0.79

Previous: $0.89-11.2%
Gross Written Premiums

$141M

Previous: $175M-19.1%
Net Premiums Earned

$111M

Previous: $121M-7.6%
Underwriting Income

$46.9M

Previous: $48.8M-3.9%
Net Investment Income

$14.6M

Previous: $13.6M+7.4%
Combined Ratio

82.0%

Previous: 77.8%+5.4%
Annualized ROE

18.5%

Previous: 18.4%+0.5%
Loss Ratio

42.1%

Previous: 43.0%-2.1%
Expense Ratio

39.9%

Previous: 34.8%+14.7%
Book Value Per Share

$16.91

Previous: $14.85+13.9%
Net Income

$32.3M

Previous: $30M+7.7%
Operating Income

$34.1M

Previous: $40.9M-16.6%

Revenue & EPS history

IGI · Revenue · Quarterly

$111M

Q4 2025-36.2%vs Q4 2024
Beat estimate in 0 of 11 quarters(0%)
ActualEstimate

Revenue by segment

IGI · $111M total across 3 segments · Q1 2026

  • Specialty Short-tail
    $63.9M
  • Specialty Long-tail
    $30.9M
  • Reinsurance
    $16.4M

Forward guidance

IGI aims to capitalize on market opportunities through global expansion and prudent capital management while maintaining underwriting discipline.

Tailwinds

  • Growth in U.S. business written from London/Bermuda platforms.
  • Continued penetration in regional markets across Asia Pacific and MENA.
  • Buildout of treaty reinsurance business from London and Bermuda.
  • Utilization of Lloyd’s presence to facilitate access to new market intelligence.
  • Commitment to returning excess capital through dividends and share repurchases.

Headwinds

  • Increased competition in certain short-tail and long-tail lines.
  • Potential volatility from global currency fluctuations (GBP, EUR, USD).
  • Impact of military conflicts in the Middle East on shipping routes.
  • Potential for higher catastrophe losses as seen in the full year 2025 results.
  • Ongoing macroeconomic uncertainty affecting global demand for specialty services.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.8%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+1.9%

Avg return

30 days after

59%

17 / 29 earnings

Positive

+12.0%

Q1 2020

Best reaction

-11.2%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-0.6%-0.3%-8.7%
Q3 2025+5.7%+2.2%+12.0%
Q2 2025+3.2%+3.2%+3.0%
Q4 2024+0.8%-0.0%+1.6%
Q2 2024-0.6%-1.3%+16.0%
Q1 2024+4.9%+6.8%+3.5%
Q4 2023+4.2%+6.8%+8.7%
Q3 2023+10.1%+9.5%+10.4%
Q2 2023+4.6%+5.7%+14.3%
Q1 2023+4.3%+6.2%+7.8%
Q4 2022+1.1%-1.4%-0.5%
Q3 2022+1.8%+0.3%+2.1%
Q2 2022+0.3%-0.6%-2.3%
Q1 2022+0.1%+1.0%-2.0%
Q4 2021-1.5%-0.3%+3.4%
Q3 2021-1.1%-2.1%-5.8%
Q2 2021-1.6%-2.5%-6.9%
Q1 2021+1.4%+4.8%+6.4%
Q4 2020+4.2%+1.9%-2.6%
Q3 2020-2.8%+6.3%+9.0%
Q2 2020+12.0%+9.9%+4.0%
Q1 2020+12.0%+9.9%+4.0%
Q4 2019-11.2%-0.1%-24.0%
Q3 2019+0.0%+0.3%+1.4%
Q2 2019+0.0%+0.1%+0.1%
Q1 2019+0.0%+0.0%-0.5%
Q4 2018+0.2%+0.1%+1.8%
Q3 2018+0.0%+0.3%-0.1%
Q2 2018+0.0%+0.0%-0.5%
Q1 2018

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