A regulatory filing indicates that Kinsale Capital Group, Inc. (NASDAQ:KNSL) director Hatcher Robert V. III sold 150 shares on February 26, 2026. The transaction, reported on a Form 4 submitted to the Securities and Exchange Commission, lists a sale price of $379.68 per share, bringing the total proceeds to $56,952. After the sale, Hatcher directly holds 2,097 shares of the specialty insurer.
At the time of the filing, Kinsale - a specialty insurance company with a market capitalization reported at $9.2 billion - was trading at $396.18, a level above the director's sale price.
Valuation and research notes
InvestingPro analysis referenced in the filing materials indicates that KNSL is still considered undervalued relative to its Fair Value assessment. The stock is shown with a price-to-earnings ratio of 18.13, which the analysis characterizes as attractive when compared to the company’s near-term earnings growth expectations. Additional, more detailed coverage of Kinsale is available through the platform’s Pro Research Report, which covers KNSL along with more than 1,400 other U.S. equities.
Recent operating performance
Kinsale reported fourth-quarter 2025 results that outpaced consensus estimates. The company delivered earnings per share of $5.81, above the forecasted $5.26 - a 10.46% positive surprise. Revenue for the quarter was $483.27 million, materially higher than the $391.95 million that analysts had anticipated.
Despite the beat, BMO Capital lowered its price target on Kinsale to $418 from $466 while maintaining a Market Perform rating on the stock. The analyst firm said it reduced the target because of lower growth expectations that are projected to weigh on underwriting income and net investment income, citing these factors as the rationale for the adjustment.
What the filing shows - and what it does not
The Form 4 establishes the facts of the insider sale: the number of shares sold, the per-share price, the total transaction amount, and the director’s remaining direct ownership. It does not provide commentary on the director’s motivations for the sale. Separately, the company’s quarterly results and the analyst action provide context on financial performance and external expectations, but do not connect directly to the insider transaction.
Investors seeking expanded analysis can consult the referenced Pro Research Report for additional valuation details and metrics.