American Integrity Insurance Group, Inc. $AII Stock Holdings Increased by Wasatch Advisors LP

Wasatch Advisors LP boosted its holdings in shares of American Integrity Insurance Group, Inc. (NYSE:AII) by 5.7% in the 2nd quarter, Holdings Channel reports. The firm owned 1,260,169 shares of the company’s stock after buying an additional 67,977 shares during the period. Wasatch Advisors LP owned approximately 0.06% of American Integrity Insurance Group worth $23,729,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. SG Americas Securities LLC grew its position in American Integrity Insurance Group by 6.6% in the fourth quarter. SG Americas Securities LLC now owns 12,929 shares of the company’s stock worth $269,000 after buying an additional 796 shares during the last quarter. Police & Firemen s Retirement System of New Jersey lifted its position in shares of American Integrity Insurance Group by 172.7% during the 4th quarter. Police & Firemen s Retirement System of New Jersey now owns 2,446 shares of the company’s stock valued at $51,000 after acquiring an additional 1,549 shares during the last quarter. NewEdge Advisors LLC bought a new stake in shares of American Integrity Insurance Group during the 4th quarter worth $33,000. New York State Common Retirement Fund bought a new stake in shares of American Integrity Insurance Group during the 4th quarter worth $42,000. Finally, Bank of America Corp DE grew its holdings in shares of American Integrity Insurance Group by 0.8% in the 1st quarter. Bank of America Corp DE now owns 293,443 shares of the company’s stock worth $5,658,000 after acquiring an additional 2,193 shares during the last quarter.

Insiders Place Their Bets

In other American Integrity Insurance Group news, Director Steven E. Smathers acquired 2,900 shares of American Integrity Insurance Group stock in a transaction that occurred on Friday, May 22nd. The stock was purchased at an average cost of $16.99 per share, with a total value of $49,271.00. Following the purchase, the director owned 177,827 shares in the company, valued at approximately $3,021,280.73. The trade was a 1.66% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, major shareholder James E. Sowell acquired 79,497 shares of the firm’s stock in a transaction on Tuesday, June 9th. The shares were acquired at an average price of $16.85 per share, with a total value of $1,339,524.45. Following the completion of the transaction, the insider directly owned 4,610,180 shares in the company, valued at approximately $77,681,533. This trade represents a 1.75% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders bought 142,256 shares of company stock valued at $2,400,973 and sold 118,724 shares valued at $2,470,366. Company insiders own 16.40% of the company’s stock.

American Integrity Insurance Group Stock Performance

NYSE AII opened at $22.82 on Thursday. The firm’s 50 day moving average price is $18.72 and its two-hundred day moving average price is $18.64. American Integrity Insurance Group, Inc. has a twelve month low of $16.19 and a twelve month high of $26.36. The stock has a market cap of $447.04 million, a price-to-earnings ratio of 5.07 and a beta of -0.20.

American Integrity Insurance Group (NYSE:AII) last released its earnings results on Tuesday, August 11th. The company reported $1.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.81 by $0.97. The company had revenue of $115.17 million during the quarter. American Integrity Insurance Group had a return on equity of 27.56% and a net margin of 26.20%. On average, research analysts forecast that American Integrity Insurance Group, Inc. will post 2.73 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on AII shares. Piper Sandler boosted their target price on American Integrity Insurance Group from $20.00 to $23.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 15th. Weiss Ratings upgraded American Integrity Insurance Group from a “sell (d-)” rating to a “sell (d)” rating in a report on Monday, June 1st. Citizens Jmp upped their price objective on shares of American Integrity Insurance Group from $25.00 to $26.00 and gave the company a “market outperform” rating in a research note on Wednesday. Finally, Citigroup reiterated an “outperform” rating on shares of American Integrity Insurance Group in a report on Wednesday. Five research analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $26.00.

More American Integrity Insurance Group News

Here are the key news stories impacting American Integrity Insurance Group this week:

• Positive Sentiment: Record Q2 results provided the biggest bullish catalyst. American Integrity reported earnings of $1.78 per share, more than double the $0.81 analyst consensus, on revenue of $115.17 million. The company also reported a 27.04% return on equity and a 27.56% net margin, while management highlighted record voluntary new-business policies and strong execution. American Integrity Q2 2026 Results
• Positive Sentiment: Citizens JMP raised its price target. The firm increased its target from $25 to $26 and maintained a “market outperform” rating, implying additional upside from the recent trading level. This reinforces investor confidence following the earnings beat. Citizens JMP price-target revision
• Neutral Sentiment: Reinsurance renewal improves catastrophe protection but adds a major cost. AII renewed $3 billion of catastrophe coverage, an important risk-management measure for its Florida property-insurance business. However, annual reinsurance costs are expected to be approximately $430 million to $440 million, which could pressure future profitability despite reducing exposure to hurricane losses. American Integrity reinsurance renewal
• Negative Sentiment: CEO Robert Ritchie continued selling shares. He sold 12,959 shares for roughly $272,269 on August 7 and another 5,800 shares for about $120,176 on August 10. The transactions reduced his direct holdings only modestly, but repeated executive selling may temper sentiment after the stock’s recent advance. AII CEO insider selling

American Integrity Insurance Group Company Profile

American Integrity Insurance Group, Ltd. is a specialized provider of personal lines residential property insurance based in Jacksonville Beach, Florida. The company underwrites a variety of policies including homeowners multiple peril, condominium unitowners, dwelling fire, wind-only, personal umbrella and renters insurance. Its product suite is designed to protect against hurricane, windstorm, hail and other weather-related risks common to Florida’s coastal and inland regions.

Founded in 2004, American Integrity operates primarily through a network of independent insurance agents across the state of Florida.