AMERISAFE, Inc. (AMSF) reported third-quarter 2026 revenue of $79.8 million, up 11.95% from a year earlier but below analyst expectations of $85.9 million. Gross profit rose to $43.6 million, while operating profit jumped sharply to $32.8 million, reflecting much stronger core operating performance.
Despite the improvement in operating profit, bottom-line results weakened. Net income attributable to common shareholders fell to $7.2 million, and diluted earnings per share came in at $0.39, both down meaningfully from the prior year and below the $0.49 per-share estimate.
Cash generation also softened, with cash from operating activities at just $1.8 million. Cash and cash equivalents stood at $39.7 million, while total liabilities were $872.8 million. Shares were down 3.64% after the report.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
AMERISAFE, Inc. Hedge Fund Activity
We have seen 108 institutional investors add shares of AMERISAFE, Inc. stock to their portfolio, and 104 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 790,946 shares (+inf%) to their portfolio in Q2 2026, for an estimated $26,757,703
- NEUBERGER BERMAN GROUP LLC removed 455,368 shares (-26.3%) from their portfolio in Q2 2026, for an estimated $15,405,099
- CHAMPLAIN INVESTMENT PARTNERS, LLC removed 377,823 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $12,781,752
- BLACKROCK, INC. added 338,636 shares (+10.3%) to their portfolio in Q2 2026, for an estimated $11,456,055
- AQR CAPITAL MANAGEMENT LLC added 294,029 shares (+385.6%) to their portfolio in Q2 2026, for an estimated $9,947,001
- GOLDMAN SACHS GROUP INC added 240,181 shares (+24.9%) to their portfolio in Q2 2026, for an estimated $8,125,323
- TWO SIGMA INVESTMENTS, LP added 148,234 shares (+31.2%) to their portfolio in Q2 2026, for an estimated $5,014,756
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
