Added to YB: 2026-05-08
Pitch date: 2026-05-01
LRE.L [neutral]
Lancashire Holdings Limited
+2.62%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Lancashire Holdings Limited, together with its subsidiaries, provides specialty insurance and reinsurance products in London, Bermuda, and Australia.
Market Cap
GBP 1.9B
Pitch Price
GBP 5.72
Price Target
N/A
Dividend
19.06%
EV/EBITDA
5.39
P/E
6.61
EV/Sales
1.22
Sector
Insurance
Category
dividend
Show full summary:
Theodosian Capital | Stocks Update 1/5/2026 - LRE – Still confident
LRE.L (update): Q1 GWP -6.1% YoY to $668.4M (-1.2% ex-CA wildfire), reins -14.8%, insurance +12%. On track for stable top-line & high-teens ROE. Benign loss environment, 254% ECR ratio (up from 240%). Trades 7x 2027 EPS, 11.6% yield per consensus. Combining Lloyds syndicates 2010/3010 for cost synergies.
Read full article (1 min)