AII
American Integrity Insurance Group, Inc.
$17.00
+3.91%
$320.5M
No data for this timeframe.
Vol
Market Cap$320.5M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders8 funds
Inst. Value$29.8M
Inst. Activity7 buys / 0 sells
Insider Activity3B / 0S
Insider Net $$199.7K
SEC Reports5
Recent Activity
May 27, 2026
SEC
Three AII insiders, including the Chairman, made open-market purchases totaling ~$200K over a 5-day window. This is a cl
CLUSTER — Impact 5/10
May 27, 2026
SEC
Chairman David Lewis and Director Steven Smathers made open-market purchases totaling $149K on May 22, 2026, at prices n
CLUSTER — Impact 2/10
May 26, 2026
Insider
MATHIS STEVEN B bought 3,000 shares
Director @ $16.82 ($50.5K)
May 22, 2026
Insider
Smathers Steven E bought 2,900 shares
Director @ $16.99 ($49.3K)
May 22, 2026
Insider
Clark David Lewis bought 5,830 shares
Chairman @ $17.15 ($100.0K)
May 20, 2026
SEC
American Integrity furnished an investor presentation for 1Q 2026, highlighting strong voluntary policy growth (14% PIF
8-K — Impact 4/10
Inst.
VANGUARD GROUP INC — ADD
566,666 shares ($11.8M)
Inst.
BANK OF AMERICA CORP — ADD
291,250 shares ($6.1M)
Price Targets
$23.75
+39.7% upside
Strong Buy
Current $17.00
Low $20.00
Median $24.50
High $26.00
4 analysts
$20.00
$26.00
Analyst Ratings
2Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 13, 2026 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
| Apr 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Mar 9, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Nov 18, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Nov 17, 2025 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Next FY | $3.01 | $2.75 — $3.23 | 8% YoY | 6 |
| Current Q | $0.89 ▼ -9.5% | $0.65 — $1.15 | -52% YoY | 6 |
| Current FY | $2.79 | $2.50 — $3.00 | -53% YoY | 6 |
| Next Q | $-0.07 ▲ +58.3% | $-0.42 — $0.37 | -110% YoY | 6 |
Latest Reports
BULLISH
CLUSTER
5/10
Three AII insiders, including the Chairman, made open-market purchases totaling ~$200K over a 5-day window. This is a cl
May 27, 2026
NEUTRAL
CLUSTER
2/10
Chairman David Lewis and Director Steven Smathers made open-market purchases totaling $149K on May 22, 2026, at prices n
May 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $11.8M | ADD |
| BANK OF AMERICA CORP | $6.1M | ADD |
| TWO SIGMA INVESTMENTS, LP | $4.5M | ADD |
| RENAISSANCE TECHNOLOGIES LLC | $3.9M | DOUBLED |
| MORGAN STANLEY | $2.0M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 26, 2026 | MATHIS STEVEN | BUY | $50.5K |
| May 22, 2026 | Smathers Steven | BUY | $49.3K |
| May 22, 2026 | Clark David | BUY | $100.0K |
| May 7, 2026 | Ritchie Jon | F | $30.3K |
| May 7, 2026 | Ritchie Robert | F | $57.5K |
8 institutional holders with $29.8M total value (1,430,494 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, TWO. Net buying activity: 7 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 566,666 | $11.8M | 39.6% | ADD +28.9% |
| 2 | BANK OF AMERICA CORP /DE/ | 291,250 | $6.1M | 20.4% | ADD +91.3% |
| 3 | TWO SIGMA INVESTMENTS, LP | 216,891 | $4.5M | 15.2% | ADD +44.2% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 185,400 | $3.9M | 13.0% | DOUBLED +1111.8% |
| 5 | MORGAN STANLEY | 94,087 | $2.0M | 6.6% | DOUBLED +406.2% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 58,365 | $1.2M | 4.1% | ADD +84.6% |
| 7 | FMR LLC | 8,937 | $186.2K | 0.6% | DOUBLED +297800.0% |
| 8 | WELLS FARGO & COMPANY/MN | 8,898 | $185.3K | 0.6% | ADD +56.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | ADD | 439,637 | 566,666 | +28.9% | $11.8M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 152,267 | 291,250 | +91.3% | $6.1M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 150,436 | 216,891 | +44.2% | $4.5M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 15,300 | 185,400 | +1111.8% | $3.9M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 18,586 | 94,087 | +406.2% | $2.0M | 2025-Q4 |
| FMR LLC | DOUBLED | 3 | 8,937 | +297800.0% | $186.2K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 5,679 | 8,898 | +56.7% | $185.3K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 29,798 | 152,267 | +411.0% | $3.4M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 31,631 | 58,403 | +84.6% | $1.3M | 2025-Q3 |
| UBS Group AG | DOUBLED | 6,106 | 33,727 | +452.4% | $752.4K | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 2,235 | 18,586 | +731.6% | $414.7K | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 15,300 | — | $341.3K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | NEW | — | 5,679 | — | $126.7K | 2025-Q3 |
| VANGUARD GROUP INC | NEW | — | 393,992 | — | $7.2M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 144,493 | — | $2.7M | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 31,631 | — | $581.7K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | NEW | — | 29,798 | — | $548.0K | 2025-Q2 |
| UBS Group AG | NEW | — | 6,106 | — | $112.3K | 2025-Q2 |
| MORGAN STANLEY | NEW | — | 2,235 | — | $41.1K | 2025-Q2 |
8 unique insiders with 3 transactions. Net insider value: $199.7K ($199.7K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 26, 2026 | MATHIS STEVEN B | Director | BUY | 3,000 | $16.82 | $50.5K |
| May 22, 2026 | Smathers Steven E | Director | BUY | 2,900 | $16.99 | $49.3K |
| May 22, 2026 | Clark David Lewis | Chairman | BUY | 5,830 | $17.15 | $100.0K |
| May 7, 2026 | Ritchie Jon P | President | F | 1,538 | $19.67 | $30.3K |
| May 7, 2026 | Ritchie Robert C | Chief Executive Officer | F | 2,921 | $19.67 | $57.5K |
| May 7, 2026 | Clark David Lewis | Chairman | F | 1,230 | $19.67 | $24.2K |
| Apr 6, 2026 | Foley Brian | Chief Financial Officer | A | 4,262 | $0.00 | $0.00 |
| Mar 31, 2026 | Csiszar Ernest N | Director | A | 778 | $0.00 | $0.00 |
| Mar 31, 2026 | MATHIS STEVEN B | Director | A | 778 | $0.00 | $0.00 |
| Mar 31, 2026 | Smathers Steven E | Director | A | 778 | $0.00 | $0.00 |
| Mar 2, 2026 | Ritchie Jon P | President | A | 11,814 | $0.00 | $0.00 |
| Mar 2, 2026 | Lurie Benjamin A | Chief Financial Officer | A | 3,166 | $0.00 | $0.00 |
| Mar 2, 2026 | Clark David Lewis | Chairman | A | 9,451 | $0.00 | $0.00 |
| Mar 2, 2026 | Ritchie Robert C | Chief Executive Officer | A | 19,706 | $0.00 | $0.00 |
5 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 4.4/10.
BULLISH
CLUSTER
5/10
Three AII insiders, including the Chairman, made open-market purchases totaling ~$200K over a 5-day
May 27, 2026
NEUTRAL
CLUSTER
2/10
Chairman David Lewis and Director Steven Smathers made open-market purchases totaling $149K on May 2
May 27, 2026
MIXED
8-K
4/10
American Integrity furnished an investor presentation for 1Q 2026, highlighting strong voluntary pol
May 20, 2026
NEUTRAL
DEFA14A
3/10
American Integrity Insurance Group, Inc. filed a definitive proxy statement (DEFA14A) to solicit vot
Apr 17, 2026
BULLISH
8-K
8/10
American Integrity Insurance Group reported strong Q4 and full-year 2025 results, with net income up
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (80% buy). Based on 10 analysts: 2 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$23.75 mean target
+39.7% upside
Strong Buy (3.00)
$20.00 Low
$26.00 High
| Metric | Value |
|---|---|
| Current Price | $17.00 |
| Target Low | $20.00 |
| Target Mean | $23.75 |
| Target Median | $24.50 |
| Target High | $26.00 |
| # Analysts | 4 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Next FY 2027-12-31 |
$3.01 | $2.75 | $3.23 | 7.8% | -0.3% | 0↑ 3↓ | $0.4B | 16.9% | 6 |
| Current Q 2026-06-30 |
$0.89 | $0.65 | $1.15 | -51.7% | -9.5% | 0↑ 5↓ | $0.1B | 25.3% | 6 |
| Current FY 2026-12-31 |
$2.79 | $2.50 | $3.00 | -53.2% | +0.3% | 1↑ 2↓ | $0.4B | 35.6% | 6 |
| Next Q 2026-09-30 |
$-0.07 | $-0.42 | $0.37 | -109.9% | +58.3% | 1↑ 1↓ | $0.1B | 52.1% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.888 | |
| 7d ago | $0.972 | -0.084 |
| 30d ago | $0.982 | -0.094 |
| 60d ago | $0.978 | -0.089 |
| 90d ago | $0.892 | -0.004 |
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 3 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Apr 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Mar 9, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Nov 18, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Nov 17, 2025 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Oct 14, 2025 | JMP Securities | MAINTAIN | Market Outperform | Market Outperform |
| Oct 6, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Oct 6, 2025 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Sep 22, 2025 | Raymond James | REITERATE | Outperform | Outperform |
| Aug 18, 2025 | Raymond James | REITERATE | Outperform | Outperform |
| Jun 2, 2025 | Oppenheimer | INITIATE | — | Perform |
| Jun 2, 2025 | JMP Securities | INITIATE | — | Outperform |
| Jun 2, 2025 | Piper Sandler | INITIATE | — | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| May 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Apr 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Mar 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Feb 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Jan 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 12, 2026
earnings_calendar
AII Q1 2026 Earnings Scheduled — 2026-05-12
Feb 24, 2026
earnings_calendar
AII Q4 2025 Earnings After Market Close — 2026-02-24