Fidelis Insurance Group Increases Share Repurchase Authorization to $400 Million

Written by Emily J. Thompson, Senior Investment Analyst

Source: Newsfilter

Updated: 4 hours ago

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FIHL+0.36%

Should l Buy FIHL?

Source: Newsfilter

Increased Repurchase Authorization: Fidelis Insurance Group's Board has approved an increase in the common share repurchase authorization to $400 million, reflecting the company's proactive stance on capital management aimed at leveraging the significant discount between current stock price and net book value to enhance shareholder value.
Quarterly Dividend Announcement: The company declared a dividend of $0.15 per common share payable on March 27, 2026, demonstrating its commitment to returning capital to shareholders while providing investors with a stable cash flow.
Capital Return Context: As of December 31, 2025, the company returned $313.7 million to shareholders, including the repurchase of 15,184,976 common shares and $52.3 million in dividends, indicating ongoing efforts in capital return and strong financial health.
Flexible Repurchase Strategy: The company plans to execute share repurchases through various methods, including open market purchases, accelerated repurchases, or privately negotiated transactions, allowing it to respond flexibly to market conditions and maximize shareholder returns at the right time.

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Analyst Views on FIHL

Wall Street analysts forecast FIHL stock price to rise

6 Analyst Rating

2 Buy

2 Hold

2 Sell

Hold

Current: 19.690

Low

18.00

Averages

21.17

High

24.00

Current: 19.690

Low

18.00

Averages

21.17

High

24.00

Goldman Sachs

Sell

downgrade

$18

2026-01-16

Reason

Goldman Sachs

Price Target

$18

AI Analysis

2026-01-16

downgrade

Sell

Reason

Goldman Sachs lowered the firm's price target on Fidelis Insurance to $17.50 from $18 and keeps a Sell rating on the shares. The firm has modestly increased assumptions for favorable Reinsurance in 2026 and in 2027 while noting that Fidelis has likely built a solid short-tail reserve position in Reinsurance during a the second half period with limited catastrophe losses, the analyst tells investors in a research note.

Evercore ISI

In Line

maintain

$20 -> $21

2026-01-07

Reason

Evercore ISI

Price Target

$20 -> $21

2026-01-07

maintain

In Line

Reason

Evercore ISI raised the firm's price target on Fidelis Insurance to $21 from $20 and keeps an In Line rating on the shares. With a tough cyclical backdrop, 2026 is "shaping up to be a challenging year for the P&C insurance sector," but this presents "a stock pickers market with opportunities for discerning investors," the analyst says in a year-ahead outlook note for the group.

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About FIHL

Fidelis Insurance Holdings Limited is a Bermuda-based insurance and reinsurance company. The Company is a holding company. Through its subsidiaries, it provides insurance and reinsurance. The Company classifies its business into two segments: The Insurance segment, and Reinsurance. The Insurance segment comprises a specialized portfolio of risks that include property, marine, asset backed finance & portfolio credit, aviation and aerospace, political risk, violence & terror, energy, cyber, and other insurance risks. The Insurance segment also includes a portfolio of aviation and aerospace, energy, marine, property, and others. The Reinsurance segment is primarily a residential property catastrophe book, which includes property and retro and whole account reinsurance. The subsidiaries of the Company are Fidelis Insurance Bermuda Limited (FIBL), Fidelis Underwriting Limited (FUL), Fidelis Insurance Ireland DAC (FIID), and FIHL (UK) Services Limited (FSL).

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Fidelis Insurance Group Expands Capital Management Initiatives

4 hours agoBusinesswire

Increased Buyback Authorization: Fidelis Insurance Group's Board has approved an increase in the common share repurchase authorization to $400 million, reflecting the company's proactive stance on capital management aimed at leveraging the significant discount between current stock price and net book value to enhance shareholder value.
Dividend Declaration: The company announced a dividend of $0.15 per common share, payable on March 27, 2026, to shareholders of record on March 16, 2026, further demonstrating its commitment to returning capital to shareholders and potentially boosting investor confidence.
Historical Capital Returns: In 2025, the company returned $313.7 million to shareholders, including the repurchase of 15,184,976 common shares and $52.3 million in dividends, indicating a sustained effort in capital return and strong financial health.
Flexible Repurchase Strategy: The company plans to execute buybacks flexibly through open market and privately negotiated transactions, with the Board having the authority to suspend or discontinue the program at any time, showcasing its adaptability in capital operations and response to market conditions.