Added to YB: 2026-01-12
Pitch date: 2026-01-01
LRE.L [bullish]
Lancashire Holdings Limited
+4.61%
current return
Author Info
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Company Info
Lancashire Holdings Limited, together with its subsidiaries, provides specialty insurance and reinsurance products in London, Bermuda, and Australia.
Market Cap
GBP 2.0B
Pitch Price
GBP 6.29
Price Target
N/A
Dividend
14.98%
EV/EBITDA
6.29
P/E
8.87
EV/Sales
1.18
Sector
Insurance
Category
dividend
Show full summary:
Theodosian Capital | End of Year Review 2025 - Lancashire Holdings Limited
LRE.L (added to position): Insurance/reinsurance co broadening income streams & derisking model. Strong capital returns track record w/ $0.75 special div Q4, more expected 2026/27 given capitalization. Caution on near-term pricing outlook but cheap at 7.2x PE, 10.8% yield.
Read full article (1 min)