Stock Markets February 4, 2026

Kingstone Shares Jump After Preliminary Results Show Record Q4 and 2025 Performance

Northeast property-and-casualty insurer posts sharp improvement in combined ratios, ROE and premiums written

By Priya Menon KINS
Kingstone Shares Jump After Preliminary Results Show Record Q4 and 2025 Performance
KINS

Kingstone Companies Inc reported preliminary, record fourth-quarter and full-year 2025 results that included substantial improvements in GAAP net combined ratios, higher operating net income per diluted share and growth in direct premiums written. The Kingston, New York-based regional insurer's stock rose 10% on Wednesday following the announcement. Management will host a fourth-quarter earnings call on Friday, March 6.

Key Points

  • Preliminary fourth-quarter GAAP net combined ratio estimated at 64% to 66%, versus 79% in Q4 2024.
  • Operating net income per diluted share for Q4 projected at $1.03 to $1.08; full-year 2025 net income per diluted share forecast at $2.80 to $2.88.
  • Direct premiums written rose to $83 million in Q4 (up 14%) and to $278 million for full-year 2025 (up 15%); Select product now represents 57% of policies in force.

Kingstone Companies Inc (NASDAQ:KINS) saw its stock trade higher by 10% on Wednesday after the Kingston, New York-based regional property-and-casualty insurer released preliminary, record results for the fourth quarter and full year 2025.

The company reported a materially stronger underwriting performance in the fourth quarter, with a GAAP net combined ratio estimated between 64% and 66%. That compares with a combined ratio of 79% in the same quarter a year earlier, representing an improvement of 13 to 15 percentage points. For the full year 2025, Kingstone’s GAAP net combined ratio is projected in the 75% to 77% range, an improvement from 80% in 2024.

On an operating basis, net income per diluted share for the fourth quarter is expected to be between $1.03 and $1.08. That range represents a 124% to 135% increase versus $0.46 reported in the fourth quarter of 2024. For the full year 2025, the company anticipates net income per diluted share of $2.80 to $2.88, an increase of 89% to 95% from $1.48 in 2024.

Kingstone also reported growth in written premium volume. Direct premiums written in the fourth quarter reached $83 million, up 14% from $73 million in the year-ago quarter. For the entire year 2025, direct premiums written rose 15% to $278 million, up from $242 million in 2024.

Profitability measures reflected the improved results. The company projects a fourth-quarter return on equity in the 49% to 51% range, compared with 34% in the same quarter a year earlier. Full-year 2025 return on equity is estimated at 41% to 43%, versus 36% in 2024.

Kingstone said its Select product line has continued to gain share among its policies in force, now accounting for 57% of policies, up from 45% a year earlier.

Management has scheduled a conference call to discuss fourth-quarter results on Friday, March 6. The figures released are preliminary and are presented as ranges for several metrics.


Sections impacted

  • Insurance sector - regional property-and-casualty operations
  • Financials - underwriting performance and capital returns

Risks

  • The results reported are preliminary and provided as ranges for several metrics, leaving room for revision in the final reported figures.
  • Additional detail and explanation are expected on a scheduled conference call on Friday, March 6, which could alter market interpretation of the preliminary figures.
  • Key metrics such as net income per diluted share, combined ratio and ROE are presented as ranges, reflecting inherent uncertainty in final tallies.

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