AMERISAFE INC
AMSF · Fire, Marine & Casualty Insurance · 18.7M shares · -0%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $11M (gross $12M, SBC $2M)
Reference price $40.21 · est. market cap ~$752M — last insider sale, 2025-11-20 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B71AMERISAFE — specialty workers'-compensation insurer with high returns.
Strengths
- ROE 18.7% (69th pct), net margin 15% (57th)
- Disciplined high-hazard underwriting
Risks
- Net income down 15% (16th pct)
- Workers'-comp pricing-cycle and reserve risk
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
14.9%
Return on equity
18.7%
Return on assets
4.2%
Revenue growth (QoQ)
-1.8%
Net-income growth
-15.0%
Free cash flow
$9M
Tangible book value
$252M
Cash & investments
$62M
Stock comp / revenue
0.9%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-10 | TRAYNOR SEAN | Grant | 2.3K | — |
| 2026-06-10 | GARCIA PHILIP A | Grant | 2.3K | — |
| 2026-06-10 | MORRIS JARED A | Grant | 2.3K | — |
| 2026-06-10 | Greer Billy B | Grant | 2.3K | — |
| 2026-06-10 | Roach Randy | Grant | 2.3K | — |
| 2026-06-10 | BROWN MICHAEL J | Grant | 2.3K | — |
| 2026-06-10 | Fontenot Teri G. | Grant | 2.3K | — |
| 2026-03-12 | Gagliano Vincent J. | Grant | 6.4K | — |
| 2026-03-12 | Gagliano Vincent J. | Tax withheld | 2.7K | $32.92 |
| 2026-03-12 | Shirley Kathryn Housh | Grant | 5.9K | — |
| 2026-03-12 | Shirley Kathryn Housh | Tax withheld | 2.5K | $32.92 |
| 2026-03-12 | Wise Raymond F. Jr. | Grant | 5.7K | — |
| 2026-03-12 | Wise Raymond F. Jr. | Tax withheld | 2.5K | $32.92 |
| 2026-03-12 | Frost G. Janelle | Grant | 25K | — |
| 2026-03-12 | Frost G. Janelle | Tax withheld | 11K | $32.92 |
| 2026-03-01 | Frost G. Janelle | Option exercise | 4.4K | — |
| 2026-03-01 | Frost G. Janelle | Tax withheld | 1.9K | $32.53 |
| 2026-03-01 | Gagliano Vincent J. | Option exercise | 1.1K | — |
| 2026-03-01 | Gagliano Vincent J. | Tax withheld | 531 | $32.53 |
| 2026-03-01 | Shirley Kathryn Housh | Option exercise | 1.0K | — |
| 2026-03-01 | Shirley Kathryn Housh | Tax withheld | 478 | $32.53 |
| 2026-03-01 | Wise Raymond F. Jr. | Option exercise | 1.0K | — |
| 2026-03-01 | Wise Raymond F. Jr. | Tax withheld | 503 | $32.53 |
| 2025-11-20 | Omiridis Anastasios | Sell | 1.2K | $40.21 |
| 2025-11-07 | Omiridis Anastasios | Sell | 1.2K | $40.74 |
| 2025-08-29 | Omiridis Anastasios | Option exercise | 4.6K | — |
| 2025-08-29 | Omiridis Anastasios | Tax withheld | 1.8K | $46.18 |
| 2025-08-05 | Omiridis Anastasios | Sell | 1.3K | $44.75 |
| 2025-08-01 | Wise Raymond F. Jr. | Option exercise | 2.8K | — |
| 2025-08-01 | Wise Raymond F. Jr. | Tax withheld | 1.2K | $43.67 |
| 2025-06-06 | Greer Billy B | Grant | 1.6K | — |
| 2025-06-06 | GARCIA PHILIP A | Grant | 1.6K | — |
| 2025-06-06 | Fontenot Teri G. | Grant | 1.6K | — |
| 2025-06-06 | BROWN MICHAEL J | Grant | 1.6K | — |
| 2025-06-06 | TRAYNOR SEAN | Grant | 1.6K | — |
| 2025-06-06 | Roach Randy | Grant | 1.6K | — |
| 2025-06-06 | MORRIS JARED A | Grant | 1.6K | — |
| 2025-05-22 | Frost G. Janelle | Grant | 24K | — |
| 2025-05-22 | Frost G. Janelle | Tax withheld | 10.0K | $46.37 |
| 2025-05-22 | Gagliano Vincent J. | Grant | 5.6K | — |
| 2025-05-22 | Gagliano Vincent J. | Tax withheld | 2.4K | $46.37 |
| 2025-05-22 | Shirley Kathryn Housh | Grant | 5.1K | — |
| 2025-05-22 | Shirley Kathryn Housh | Tax withheld | 2.2K | $46.37 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-12 | 5.03Shareholder voteExhibits | filing ↗ |
| 2026-04-22 | ResultsExhibits | filing ↗ |
| 2026-04-16 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-02-25 | ResultsExhibits | filing ↗ |
| 2025-11-03 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-10-29 | ResultsExhibits | filing ↗ |
| 2025-07-24 | ResultsExhibits | filing ↗ |
| 2025-07-24 | OtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-12 | 2026-06-10 | 0001193125-26-269381 ↗ |
| 10-Q | 2026-04-23 | 2026-03-31 | 0001193125-26-173630 ↗ |
| 8-K | 2026-04-22 | 2026-04-22 | 0001193125-26-168712 ↗ |
| 8-K | 2026-04-16 | 2026-04-15 | 0001193125-26-158971 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0001193125-26-082513 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0001193125-26-071529 ↗ |
| 8-K | 2025-11-03 | 2025-10-31 | 0001193125-25-262638 ↗ |
| 10-Q | 2025-10-30 | 2025-09-30 | 0001193125-25-258532 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0001193125-25-256323 ↗ |
| 10-Q | 2025-07-25 | 2025-06-30 | 0000950170-25-098775 ↗ |
| 8-K | 2025-07-24 | 2025-07-24 | 0001193125-25-164410 ↗ |
| 8-K | 2025-07-24 | 2025-07-24 | 0001193125-25-164446 ↗ |