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Fidelis Insurance sets $0.10 dividend, $200 million buyback plan

EditorLina Guerrero
Published 08/14/2024, 06:43 PM
FIHL
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PEMBROKE, Bermuda - Fidelis Insurance Holdings Limited (NYSE:FIHL), a global specialty insurer, has announced a forthcoming dividend and a new share repurchase initiative. The company's Board of Directors declared a dividend of $0.10 per share, which is scheduled to be paid on September 30, 2024, to shareholders on record as of September 16, 2024.

In a strategic move to enhance shareholder value, the Board has also approved a share repurchase program. Under this program, Fidelis Insurance is authorized to buy back up to $200 million of its own shares.

The company will exercise discretion over the timing, number, and value of shares repurchased, taking into account factors such as the intrinsic value of its shares, market conditions, liquidity, legal and contractual obligations, and the company's overall capital and business strategy. The program's execution will be subject to economic conditions and market dynamics, and it may be halted or discontinued at any time by the Board.

Fidelis Insurance Group is known for its diversified insurance portfolio, which includes Specialty, Bespoke, and Reinsurance segments. The company's approach is to adapt to changing market opportunities and cycles, aiming to deliver strong underwriting returns.

With its headquarters in Bermuda and additional offices in Ireland and the UK, Fidelis boasts robust financial strength ratings from major credit rating agencies.

In other recent news, Fidelis Insurance Holdings Limited has reported a strong financial performance, with an increase in premiums and efficient underwriting profitability. The company's operating EPS of $0.74 exceeded estimates, and Gross Written Premiums (GWP) surged by 22%. However, Net Written Premium (NWP) growth did not meet expectations due to higher ceded premiums in the Bespoke segment.

Evercore ISI recently initiated coverage on Fidelis Insurance with an In Line rating, citing a balanced risk-reward situation. The firm noted a strategic shift in the company's business mix over the past two years, with primary insurance now comprising 83% of GPW.

Evercore ISI also mentioned the separation of the Managing General Underwriter (MGU) from Fidelis Insurance, which led to a lower return on equity profile and a higher cost of capital.

In other developments, certain shareholders of Fidelis Insurance have initiated a secondary public offering of 9,000,000 common shares. The company clarified that it will not sell any shares nor receive proceeds from this offering.

Additionally, Fidelis Insurance has announced its investment in a new Lloyd's Syndicate, which is expected to support long-term growth. These recent developments highlight Fidelis Insurance's commitment to a robust balance sheet and shareholder returns.

InvestingPro Insights

Fidelis Insurance Holdings Limited (NYSE:FIHL) is demonstrating proactive financial management with its recent announcement of a dividend and a share repurchase program. The company's market capitalization stands at $2.06 billion, indicating a significant presence in the industry. With a current P/E ratio of 4.29 and an adjusted P/E ratio for the last twelve months as of Q1 2024 at 4.37, Fidelis is trading at a low earnings multiple, which could suggest the stock is undervalued relative to its earnings potential.

Investors should note that the company's price/book ratio as of Q1 2024 is 0.83, which may interest value-oriented investors seeking assets priced below their book value. This metric, coupled with a strong free cash flow yield implied by its valuation, positions Fidelis as a potentially attractive investment opportunity when considering its financial health and shareholder remuneration strategies.

While the company's revenue has seen a decline of 36.35% over the last twelve months as of Q1 2024, it is important to recognize that Fidelis Insurance has maintained profitability over the same period. The InvestingPro Tips further inform that analysts predict the company will remain profitable this year, despite expectations of a net income drop and a sales decline.

For those interested in further insights, InvestingPro offers additional tips on FIHL, which could provide a more nuanced understanding of the company's financial outlook and performance. As of now, there are 7 additional InvestingPro Tips available for Fidelis Insurance Holdings Limited, giving investors a more comprehensive view of the company's potential and market dynamics.

In summary, the combination of a low earnings multiple, a strong free cash flow yield, and a price/book ratio under 1, alongside the company's dividend announcement and share repurchase initiative, paints a picture of a company that is not only focused on maintaining shareholder value but also potentially positioned for future growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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