Insider Trading January 22, 2026

Palomar Holdings CEO Mac Armstrong Executes $645K Stock Sale Amid Robust Earnings

Armstrong sells 5,000 shares while company posts strong Q3 2025 performance and favorable analyst outlook

By Ajmal Hussain PLMR
Palomar Holdings CEO Mac Armstrong Executes $645K Stock Sale Amid Robust Earnings
PLMR

On January 21, 2026, Mac Armstrong, CEO and Chairman of Palomar Holdings, completed the sale of 5,000 shares totaling approximately $645,000. Despite the sale, Armstrong maintains significant ownership stakes both personally and through a family trust. Palomar recently delivered strong third-quarter 2025 financial results, surpassing earnings expectations and prompting a price target increase from a leading analyst firm.

Key Points

  • Mac Armstrong sold 5,000 shares of Palomar Holdings stock worth approximately $645,000.
  • Armstrong retains substantial ownership with over 80,000 shares directly and an additional 348,388 shares held indirectly.
  • Palomar reported strong Q3 2025 results, exceeding earnings and revenue expectations; analyst price target raised to $170 with an Outperform rating.

Palomar Holdings, Inc. (NASDAQ:PLMR) announced that Mac Armstrong, its Chief Executive Officer and Chairman, disposed of 5,000 shares of the company's common stock on January 21, 2026. The total proceeds from these transactions amounted to $644,983, with shares selling between $127.8419 and $130.2893 each.

The sales were distributed across four separate transactions involving 1,048, 1,655, 2,256, and 41 shares respectively. Following these sales, Armstrong remains a significant shareholder, directly holding 80,314 shares. This total includes 2,652 shares acquired through Palomar's 2019 Employee Stock Purchase Plan. Additionally, Armstrong has an indirect stake of 348,388 shares held via the Armstrong Family Trust.

At the time of these sales, Palomar's stock price was near $127.83. InvestingPro's analysis categorizes the stock as undervalued, supported by a price-to-earnings ratio of 20 and a strong financial health rating.

Earlier, Palomar had reported robust financial results for the third quarter of 2025. The company's earnings per share (EPS) reached $2.01, significantly exceeding the predicted $1.57, reflecting a positive earnings surprise of 28.03%. Revenue also outperformed projections, with $597.2 million realized against an estimate of $540.07 million.

In light of these strong performance figures, Keefe, Bruyette & Woods adjusted their price target for Palomar shares, raising it from $164 to $170 while maintaining an Outperform rating. This target corresponds to 19.3 times their revised 2026 EPS forecast.

These financial developments underscore Palomar's solid market standing and have drawn attention from investment analysts. Investors may find this information valuable when assessing their portfolio strategies.

Risks

  • The insider sale could signal varying perspectives on near-term valuation despite the strong financial health rating.
  • Palomar's valuation, noted as undervalued, depends in part on analyst forecasts which may change with market conditions.
  • While recent performance is positive, future earnings and revenue remain subject to market and operational uncertainties.

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