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Universal Insurance Holdings, Inc.. (UVE) Fundamental Analysis & AI Grade 2026

UVE NYSE Fire, Marine & Casualty Insurance DE CIK: 0000891166
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
68% Confidence
N/A
B
68% Conf
Pending
Analysis scheduled

📊 UVE Key Takeaways

Revenue: $393.6M
Net Margin: 13.8%
Free Cash Flow: $153.2M
Current Ratio: N/A
Debt/Equity: 0.17x
EPS: $1.88
AI Grade: B with 68% confidence
Universal Insurance Holdings, Inc.. (UVE) receives a B fundamental grade with 68% confidence from our AI analysis based on SEC 10-K filings. With revenue of $393.6M, net profit margin of 13.8%, and return on equity (ROE) of 9.3%, Universal Insurance Holdings, Inc.. demonstrates mixed fundamentals in the Finance sector. Below is our complete UVE stock analysis for 2026.

Is Universal Insurance Holdings, Inc.. (UVE) a Good Investment?

Claude

Universal Insurance demonstrates solid financial fundamentals with exceptional free cash flow generation (38.9% FCF margin), conservative leverage (0.17x Debt/Equity), and strong operational margins. However, weak revenue growth (5.5% YoY), inadequate returns on capital (ROE 9.3%, ROA 2.0%), and suboptimal capital deployment limit investment appeal despite financial stability.

Universal Insurance Holdings, Inc.. Key Strengths (UVE)

Claude
  • + Exceptional free cash flow generation with 38.9% FCF margin and $153.2M operating cash conversion
  • + Conservative capital structure with 0.17x Debt/Equity ratio and 44.9x interest coverage ratio
  • + Strong liquidity position with $595.8M cash nearly equaling stockholders' equity
  • + Solid profitability metrics with 18.2% operating margin and 13.8% net margin
  • + Consistent revenue growth at 5.5% YoY with positive earnings trajectory

UVE Stock Risks: Universal Insurance Holdings, Inc.. Investment Risks

Claude
  • ! Severely inadequate returns on capital with ROE of 9.3% and ROA of 2.0% indicating poor capital efficiency
  • ! Modest revenue growth suggests limited expansion and market share gains in competitive insurance sector
  • ! Exposure to catastrophic losses, underwriting risks, and weather volatility inherent to fire/marine/casualty insurance
  • ! Questionable sustainability of 214.4% EPS growth, likely driven by depressed prior-year baseline rather than operational improvements
  • ! Excess cash position ($595.8M) relative to capital needs suggests inefficient capital deployment

Key Metrics to Watch

Claude
  • * Return on Equity trajectory - currently below cost of capital threshold
  • * Revenue growth acceleration - monitor if 5.5% rate can sustain or improve
  • * Combined loss ratio and underwriting margins - core insurance profitability indicator
  • * Free cash flow margin sustainability above 35%
  • * Capital allocation strategy - dividend policy and share buyback execution

Universal Insurance Holdings, Inc.. (UVE) Financial Metrics & Key Ratios

Revenue
$393.6M
Net Income
$54.3M
EPS (Diluted)
$1.88
Free Cash Flow
$153.2M
Total Assets
$2.8B
Cash Position
$595.8M

💡 AI Analyst Insight

The 38.9% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

UVE Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 18.2%
Net Margin 13.8%
ROE 9.3%
ROA 2.0%
FCF Margin 38.9%

UVE vs Finance Sector: How Universal Insurance Holdings, Inc.. Compares

How Universal Insurance Holdings, Inc.. compares to Finance sector averages

Net Margin
UVE 13.8%
vs
Sector Avg 25.0%
UVE Sector
ROE
UVE 9.3%
vs
Sector Avg 12.0%
UVE Sector
Current Ratio
UVE 0.0x
vs
Sector Avg 1.2x
UVE Sector
Debt/Equity
UVE 0.2x
vs
Sector Avg 2.0x
UVE Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Universal Insurance Holdings, Inc.. Stock Overvalued? UVE Valuation Analysis 2026

Based on fundamental analysis, Universal Insurance Holdings, Inc.. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
9.3%
Sector avg: 12%
Net Profit Margin
13.8%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.17x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Universal Insurance Holdings, Inc.. Balance Sheet: UVE Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.17x
Debt/Assets
78.9%
Interest Coverage
44.95x
Long-term Debt
$100.3M

UVE Revenue & Earnings Growth: 5-Year Financial Trend

UVE 5-year financial data: Year 2021: Revenue $1.1B, Net Income $46.5M, EPS $1.36. Year 2022: Revenue $1.2B, Net Income $19.1M, EPS $0.60. Year 2023: Revenue $1.4B, Net Income $20.4M, EPS $0.65. Year 2024: Revenue $1.5B, Net Income -$22.3M, EPS $-0.72. Year 2025: Revenue $1.6B, Net Income $66.8M, EPS $2.22.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Universal Insurance Holdings, Inc..'s revenue has grown significantly by 43% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.22 reflects profitable operations.

UVE Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
38.9%
Free cash flow / Revenue

UVE Quarterly Earnings & Performance

Quarterly financial performance data for Universal Insurance Holdings, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $393.6M $41.4M $1.44
Q3 2025 $387.6M -$16.2M $-0.57
Q2 2025 $380.2M $33.7M $1.21
Q1 2025 $368.0M $33.7M $1.14
Q3 2024 $360.0M -$5.9M $-0.20
Q2 2024 $339.6M $24.2M $0.93
Q1 2024 $316.5M $24.2M $0.79
Q3 2023 $312.8M -$5.9M $-0.20

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Universal Insurance Holdings, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$154.8M
Cash generated from operations
Stock Buybacks
$7.1M
Shares repurchased (TTM)
Capital Expenditures
$1.6M
Investment in assets
Dividends Paid
$4.9M
Returned to shareholders

UVE SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Universal Insurance Holdings, Inc.. (CIK: 0000891166)

📋 Recent SEC Filings

Date Form Document Action
May 28, 2026 8-K uve-20260528.htm View →
May 15, 2026 4 xslF345X06/wk-form4_1778882117.xml View →
May 14, 2026 4 xslF345X06/wk-form4_1778791333.xml View →
Apr 30, 2026 4 xslF345X06/wk-form4_1777581922.xml View →
Apr 29, 2026 10-Q uve-20260331.htm View →

Frequently Asked Questions about UVE

What is the AI rating for UVE?

Universal Insurance Holdings, Inc.. (UVE) has an AI grade of B with 68% confidence, based on fundamental analysis of SEC EDGAR filings.

What are UVE's key strengths?

Claude: Exceptional free cash flow generation with 38.9% FCF margin and $153.2M operating cash conversion. Conservative capital structure with 0.17x Debt/Equity ratio and 44.9x interest coverage ratio.

What are the risks of investing in UVE?

Claude: Severely inadequate returns on capital with ROE of 9.3% and ROA of 2.0% indicating poor capital efficiency. Modest revenue growth suggests limited expansion and market share gains in competitive insurance sector.

What is UVE's revenue and growth?

Universal Insurance Holdings, Inc.. reported revenue of $393.6M.

Does UVE pay dividends?

Universal Insurance Holdings, Inc.. pays dividends, with $4.9M distributed to shareholders in the trailing twelve months.

Where can I find UVE SEC filings?

Official SEC filings for Universal Insurance Holdings, Inc.. (CIK: 0000891166) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is UVE's EPS?

Universal Insurance Holdings, Inc.. has a diluted EPS of $1.88.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is UVE's fundamental grade?

Based on our AI fundamental analysis in June 2026, Universal Insurance Holdings, Inc.. has a B grade with 68% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is UVE stock overvalued or undervalued?

Valuation metrics for UVE: ROE of 9.3% (sector avg: 12%), net margin of 13.8% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is UVE's AI grade for 2026?

Our dual AI analysis gives Universal Insurance Holdings, Inc.. a combined B grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is UVE's free cash flow?

Universal Insurance Holdings, Inc..'s operating cash flow is $154.8M, with capital expenditures of $1.6M. FCF margin is 38.9%.

How does UVE compare to other Finance stocks?

Vs Finance sector averages: Net margin 13.8% (avg: 25%), ROE 9.3% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI