Quarterly Results Overview: Fidelis Insurance Holdings reported quarterly revenues of US$589 million, slightly missing forecasts, but earnings per share exceeded expectations at US$0.18, leading to a mixed market response with shares down 3.0%. Analysts have updated their earnings models, showing increased optimism for future earnings despite stable revenue projections.
Future Projections and Analyst Sentiment: The consensus forecast for 2025 indicates revenues of US$2.77 billion and an improved earnings per share estimate of US$1.56, suggesting a more positive outlook. However, the price target remains unchanged at US$20.00, reflecting cautious sentiment about long-term valuation despite expected revenue growth outpacing industry averages.
FIHL
$19.2+Infinity%1D
Analyst Views on FIHL
Wall Street analysts forecast FIHL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FIHL is 20.60 USD with a low forecast of 17.00 USD and a high forecast of 24.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
Wall Street analysts forecast FIHL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FIHL is 20.60 USD with a low forecast of 17.00 USD and a high forecast of 24.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
2 Hold
1 Sell
Hold
Current: 19.080
Low
17.00
Averages
20.60
High
24.00
Current: 19.080
Low
17.00
Averages
20.60
High
24.00
Goldman Sachs
Sell
maintain
$17
2025-11-19
Reason
Goldman Sachs
Price Target
$17
2025-11-19
maintain
Sell
Reason
Goldman Sachs raised the firm's price target on Fidelis Insurance to $17 from $16.50 and keeps a Sell rating on the shares. The firm updated its model following the Q3 earnings report.
UBS
Buy
maintain
$23 -> $24
2025-11-17
Reason
UBS
Price Target
$23 -> $24
2025-11-17
maintain
Buy
Reason
UBS raised the firm's price target on Fidelis Insurance to $24 from $23 and keeps a Buy rating on the shares.
Keefe Bruyette
Outperform
to
NULL
downgrade
$24 -> $23
2025-11-14
Reason
Keefe Bruyette
Price Target
$24 -> $23
2025-11-14
downgrade
Outperform
to
NULL
Reason
Keefe Bruyette lowered the firm's price target on Fidelis Insurance to $23 from $24 and keeps an Outperform rating on the shares. Fidelis Insurance's current share price undervalues the solid book value growth that the firm expects from strong underwriting prospects and accretive share repurchases, the analyst tells investors in a research note.
Evercore ISI
In Line
maintain
$19 -> $20
2025-11-13
Reason
Evercore ISI
Price Target
$19 -> $20
2025-11-13
maintain
In Line
Reason
Evercore ISI raised the firm's price target on Fidelis Insurance to $20 from $19 and keeps an In Line rating on the shares following a Q3 beat driven by a better loss experience.
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 specialty, bespoke, and property insurance and reinsurance. The Company classifies its business into three segments: Specialty, Bespoke, and Reinsurance. The Specialty segment comprises a portfolio of aviation and aerospace, energy, marine, property, property direct and facultative (D&F) business, and other specialty risks. The Bespoke segment provides customized risk solutions for clients, which include credit and political risk, and other bespoke risk transfer opportunities. The Reinsurance segment is primarily a residential property catastrophe book, which includes property reinsurance, retrocession, 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.
