OCTAVE SPECIALTY GROUP INC Financial Summary

Complete Filing Data

OCTAVE SPECIALTY GROUP INC reported Stockholders Equity Including Portion Attributable To Noncontrolling Interest of $833.19 million for FY2025.

All values from 10-K, 20-F, and 10-Q filings on SEC EDGAR, organized by financial statement. Scroll each table horizontally for the full history. Blank cells mean OCTAVE SPECIALTY GROUP INC did not report that metric for that period in XBRL — often because accounting standards changed which tag a company files under (for example, most companies moved revenue to the ASC-606 tag in 2018), so a metric may continue in a different row. Rows marked * merge those successor tags into one continuous series, preferring the audited value from the newest-standard tag where periods overlap.

Income Statement

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2012FY2011FY2010
Net Income *-$259.1M-$556.1M$5.0M$522.1M-$17.0M-$437.0M-$216.0M$186.0M-$329.0M$74.8M-$256.7M-$1.96B-$753.2M
Interest Expense Debt$18.6M$9.4M$0.00$0.00$187.0M$222.0M$269.0M$242.0M$120.0M$124.3M$112.3M$128.1M$181.3M
Amortization Of Intangible Assets$38.0M$17.6M$4.2M$2.9M$55.0M$57.0M$295.0M$107.0M$151.0M$174.6M
Income Tax Expense Benefit$5.2M$924.0K$989.0K-$462.0K$18.0M-$3.0M$32.0M$5.0M$44.0M$30.7M$2.8M$77.4M$135.0K
Revenues$251.2M$235.8M$124.7M$53.6M$282.0M$156.0M$496.0M$511.0M$622.0M$506.8M$685.7M$295.8M$434.1M
Comprehensive Income Net Of Tax Including Portion Attributable To Noncontrolling Interest-$37.0M-$584.5M$97.7M$211.7M-$38.0M-$400.0M-$125.0M$274.0M-$335.0M$20.1M-$97.4M-$1.79B-$439.4M
Comprehensive Income Net Of Tax-$64.8M-$581.8M$96.4M$211.9M-$38.0M-$400.0M-$125.0M$192.0M-$335.0M$20.6M-$94.6M-$1.79B
Other Comprehensive Income Loss Net Of Tax$222.1M-$28.4M$92.8M-$310.5M-$21.0M$37.0M$91.0M$6.0M-$7.0M-$54.2M$161.9M$171.5M
Other Comprehensive Income Unrealized Holding Gain Loss On Securities Arising During Period Net Of Tax$19.6M-$939.0K$51.2M-$225.3M-$12.0M$65.0M$55.0M-$82.0M$67.9M$221.2M$120.6M$332.3M
Other Comprehensive Income Loss Foreign Currency Transaction And Translation Adjustment Net Of Tax$201.4M-$22.2M$40.1M-$84.5M-$8.0M$26.0M-$48.0M$74.0M-$122.1M-$540.0K$1.5M
Other Comprehensive Income Loss Pension And Other Postretirement Benefit Plans Adjustment Net Of Tax$0.00$4.9M-$1.6M$933.0K$1.0M$3.0M$1.0M$2.0M-$1.0M-$23.0K
Income Loss From Continuing Operations Before Income Taxes Minority Interest And Income Loss From Equity Method Investments$525.0M$2.0M-$440.0M-$183.0M$273.0M-$284.0M$105.0M-$256.5M-$1.88B-$753.0M
Other Comprehensive Income Unrealized Holding Gain Loss On Securities Arising During Period Tax$2.4M$0.00$0.00$0.00$0.00$10.5M
Other Comprehensive Income Foreign Currency Translation Gain Loss Arising During Period Tax$0.00$0.00$0.00$0.00$0.00$1.5M
Other Comprehensive Income Loss Pension And Other Postretirement Benefit Plans Plan Amendments Tax Effect$0.00$0.00$0.00
Other Comprehensive Income Loss Financial Liability Fair Value Option Unrealized Gain Loss Arising During Period After Tax
Income Loss From Continuing Operations Per Diluted Share-$2.47-$1.37-$0.43-$0.74
Income Loss From Continuing Operations Per Basic Share-$2.47-$1.37-$0.43-$0.74

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q3 2022Q2 2022Q1 2022Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q1 2013Q3 2012Q1 2012Q3 2011Q1 2011Q3 2010
Net Income *-$112.6M-$72.7M-$44.7M-$548.3M-$27.5M-$750.0K$20.8M-$15.7M$65.9M-$13.1M-$33.4M$340.0M$5.0M$2.0M$17.0M-$29.0M$17.0M-$14.0M-$108.0M-$35.0M-$280.0M-$110.0M$66.0M-$128.0M-$43.0M-$20.0M-$104.0M$4.0M$306.0M-$19.5M-$190.9M$7.1M-$125.4M$282.3M$157.5M$253.3M-$75.5M-$819.3M$76.0M
Interest Expense Debt$6.2M$5.6M$5.5M$3.7M$0.00$0.00$16.0M$16.0M$16.0M$49.0M$45.0M$44.0M$44.0M$50.0M$50.0M$50.0M$50.0M$58.0M$63.0M$66.0M$67.0M$67.0M$68.0M$66.0M$66.0M$62.0M$48.0M$31.0M$29.1M$28.2M$31.6M$23.2M$23.3M$33.8M$33.1M$30.3M
Amortization Of Intangible Assets$9.3M$9.3M$8.8M$8.9M$6.4M$1.1M$1.1M$1.1M$1.1M$966.0K$967.0K$6.0M$13.0M$14.0M$11.0M$14.0M$19.0M$16.0M$14.0M$14.0M$13.0M$15.0M$17.0M$226.0M$36.0M$29.0M$26.0M$23.0M$29.0M$34.2M$45.7M$33.5M$37.5M
Income Tax Expense Benefit-$1.2M-$2.2M-$617.0K-$867.0K-$30.0K$130.0K$1.0M$2.0M$4.0M$2.0M$1.0M$0.00$2.0M$11.0M$2.0M$0.00$2.0M-$7.0M$3.0M$28.0M$2.0M$2.2M$2.0M$2.6M$657.0K$667.0K$300.0K$75.0M$2.4M$65.0K
Revenues$66.6M$55.0M$62.8M$70.0M$51.0M$49.6M$74.0M$62.0M$58.0M$80.0M$86.0M$119.0M$51.0M$49.0M$129.0M$62.0M$75.0M-$70.0M$216.0M$89.0M$100.0M$134.0M$150.6M$174.1M$291.4M$197.2M$324.1M$25.7M$203.3M$361.2M
Comprehensive Income Net Of Tax Including Portion Attributable To Noncontrolling Interest-$39.8M$20.0M$10.5M$65.0M-$60.0K$5.4M$14.0M-$5.0M$3.0M$222.0M-$121.0M-$125.0M-$6.0M-$2.0M-$1.0M-$37.0M$65.0M-$470.0M$73.0M-$132.0M$28.0M$29.8M-$49.3M$460.3M$376.9M$267.9M$235.9M-$106.6M-$739.7M
Comprehensive Income Net Of Tax-$34.8M-$1.3M$4.6M$62.0M-$273.0K$4.7M$13.0M-$6.0M$3.0M$222.0M-$121.0M-$125.0M-$6.0M-$2.0M-$2.0M-$37.0M$65.0M-$470.0M$73.0M-$132.0M$28.0M-$51.9M-$49.3M$460.3M$377.0M$267.9M$235.9M-$106.6M-$739.8M
Other Comprehensive Income Loss Net Of Tax$72.0M$93.0M$55.3M$94.2M$476.0K-$15.4M-$53.0M$8.0M$36.0M-$118.0M-$126.0M-$127.0M-$23.0M$27.0M-$18.0M$71.0M$100.0M-$191.0M$7.0M-$3.0M$71.0M$52.0M-$53.6M$154.6M$94.6M$110.5M-$17.4M-$31.1M
Other Comprehensive Income Unrealized Holding Gain Loss On Securities Arising During Period Net Of Tax$5.3M-$4.6M$18.6M$36.8M$3.9M-$7.0M-$23.0M-$13.0M$17.0M-$59.0M-$72.0M-$105.0M-$4.0M$26.0M-$24.0M$42.0M$104.0M-$146.0M$31.0M$15.0M$56.0M$60.8M$575.0K$122.3M$94.1M$108.4M-$16.9M-$36.1M$75.4M
Other Comprehensive Income Loss Foreign Currency Transaction And Translation Adjustment Net Of Tax$66.1M$97.5M$36.2M$57.3M$1.3M-$7.8M-$29.0M$21.0M$16.0M-$58.0M-$55.0M-$23.0M-$19.0M$1.0M$6.0M$29.0M-$2.0M-$46.0M-$24.0M-$19.0M$15.0M-$8.9M-$53.0M$32.1M-$261.0K$1.7M$3.2M-$2.3M
Other Comprehensive Income Loss Pension And Other Postretirement Benefit Plans Adjustment Net Of Tax$0.00$0.00$0.00$0.00$4.6M$380.0K$0.00$0.00-$3.0M$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.0M$0.00$0.00$0.00$303.0K$302.0K$859.0K
Income Loss From Continuing Operations Before Income Taxes Minority Interest And Income Loss From Equity Method Investments-$18.0M$19.0M-$12.0M-$108.0M-$33.0M-$287.0M-$111.0M$69.0M-$100.0M-$41.0M-$22.0M-$20.0M$6.0M$308.0M-$6.9M-$185.5M$14.0M-$105.9M$282.9M$158.0M$253.6M-$498.0K-$816.9M$76.1M
Other Comprehensive Income Unrealized Holding Gain Loss On Securities Arising During Period Tax$36.0K$503.0K$645.0K$2.9M-$197.0K$611.0K$0.00-$3.0M$1.0M-$3.0M-$2.0M-$2.0M$0.00$1.0M-$2.0M$0.00$1.0M$0.00$1.0M-$7.0M-$598.0K-$625.0K$1.1M-$1.7M$0.00$0.00$0.00$0.00
Other Comprehensive Income Foreign Currency Translation Gain Loss Arising During Period Tax$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
Other Comprehensive Income Loss Pension And Other Postretirement Benefit Plans Plan Amendments Tax Effect$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
Other Comprehensive Income Loss Financial Liability Fair Value Option Unrealized Gain Loss Arising During Period After Tax$522.0K$144.0K$442.0K$142.0K-$103.0K-$253.0K$0.00$0.00$0.00-$1.0M$1.0M$0.00$0.00$0.00-$1.0M$0.00-$1.0M$3.0M$0.00$0.00$0.00$340.0K-$906.0K
Income Loss From Continuing Operations Per Diluted Share-$0.67-$0.45-$0.58$0.70-$0.43-$0.33-$0.09-$0.10-$0.11-$0.20-$0.03
Income Loss From Continuing Operations Per Basic Share-$0.67-$0.45-$0.58$0.70-$0.43-$0.33-$0.09-$0.10-$0.11-$0.20-$0.03

Balance Sheet

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2015FY2013FY2012FY2011FY2010FY2009
Stockholders Equity *$715.8M$798.4M$1.36B$1.25B$1.04B$1.08B$1.48B$1.59B$1.38B$1.98B$1.96B-$3.81B-$2.01B-$1.63B
Accumulated Other Comprehensive Income Loss Net Of Tax$8.5M-$188.4M-$160.0M-$252.8M$58.0M$79.0M$42.0M-$49.0M-$52.0M-$39.0M$463.3M$291.8M
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents$70.1M$47.3M$19.2M$19.9M$10.0M$35.0M$81.0M$83.0M$625.0M$96.0M$41.6M
Assets$2.22B$8.06B$8.43B$7.97B$12.30B$13.22B$13.32B$14.59B$23.19B$28.85B$27.11B$29.05B
Minority Interest$117.4M$197.8M$53.0M$53.0M$60.0M$60.0M$60.0M$41.0M$264.1M$275.4M$663.4M$654.3M
Liabilities$1.14B$6.86B$7.00B$6.65B$11.19B$12.07B$11.78B$12.96B$21.55B$28.39B$30.26B$30.40B
Restricted Cash$40.8M$17.7M$11.9M$13.6M$5.0M$13.0M$55.0M$19.0M$0.00
Common Stock Value$489.0K$489.0K$467.0K$0.00$0.00$0.00$0.00$0.00$453.0K$450.0K$3.1M$3.1M
Cash And Cash Equivalents At Carrying Value$20.0M$24.0M$63.0M$624.0M$91.0M$9.5M$112.1M
Treasury Stock Value$33.5M$28.3M$16.6M$15.0M$3.0M$1.0M$0.00$0.00$471.0K$411.4M$448.5M
Retained Earnings Accumulated Deficit$370.4M$683.6M$1.25B$1.25B$726.0M$759.0M$1.20B$1.42B$1.23B-$6.04B-$4.04B
Reinsurance Payable$80.6M$53.0M$29.7M$39.0M$33.0M$27.0M$29.0M$33.0M$37.9M$115.6M$141.5M
Premiums Receivable At Carrying Value$75.1M$57.2M$45.9M$269.0M$323.0M$370.0M$416.0M$495.0M$586.3M$2.03B$2.42B
Other Liabilities$102.8M$89.0M$60.4M$201.0M$133.0M$135.0M$93.0M$64.0M$67.6M$107.4M$124.7M
Other Assets$92.0M$92.3M$65.8M$112.0M$68.0M$68.0M$95.0M$138.0M$46.6M$104.3M$82.6M
Liabilities And Stockholders Equity$2.22B$8.06B$8.43B$7.97B$12.30B$13.22B$13.32B$14.59B$23.19B$27.11B$29.05B
Investments$293.7M$312.9M$354.1M$2.59B$2.96B$3.54B$3.79B$3.94B$5.74B$6.88B$6.85B
Interest Payable Current And Noncurrent$1.3M$2.6M$0.00$427.0M$576.0M$517.0M$441.0M$376.0M$437.0M$170.2M$61.7M
Gains Losses On Extinguishment Of Debt-$497.0K$19.0K-$13.7M$33.0M$0.00$0.00$3.0M$5.0M$4.8M-$177.6M$3.1M
Derivative Liabilities$0.00$38.0M$95.0M$114.0M$90.0M$77.0M$82.8M$414.5M$348.8M
Available For Sale Debt Securities Amortized Cost Basis$269.8M$289.7M$341.7M$2.04B$2.14B$2.81B$3.19B$3.45B$5.27B$5.93B$5.35B
Accretion Amortization Of Discounts And Premiums Investments$296.0K-$9.0K$6.7M$13.0M$15.0M$63.0M$137.0M$183.0M$150.1M$189.4M$186.3M$125.9M
Long Term Debt$117.6M$0.00$639.0M$2.23B$2.74B$2.82B$2.93B$991.7M$150.2M$223.6M$208.3M
Derivative Assets$656.0K$27.0M$76.0M$93.0M$75.0M$59.0M$73.2M$175.2M$290.3M
Increase Decrease Cash Collateral From Counterparties-$42.0M$44.0M$9.0M$0.00$100.0M-$58.0M$123.0M$27.4M$43.6M-$45.4M$117.1M

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q1 2013Q4 2012Q3 2012Q1 2012Q4 2011Q3 2011Q1 2011Q3 2010
Stockholders Equity *$843.4M$859.8M$852.2M$1.47B$1.37B$1.37B$1.27B$1.25B$1.25B$1.01B$784.0M$914.0M$1.06B$1.06B$1.06B$1.04B$1.07B$1.00B$1.57B$1.49B$1.62B$1.80B$2.06B$2.11B$975.7M$948.1M$953.2M$703.0M-$3.53B-$3.91B-$4.15B-$3.58B-$3.15B-$2.83B-$2.09B-$1.22B
Accumulated Other Comprehensive Income Loss Net Of Tax$11.8M-$66.0M-$133.2M-$80.8M-$175.0M-$175.5M-$262.0M-$209.0M-$217.0M-$315.0M-$196.0M-$70.0M$64.0M$87.0M$61.0M$22.0M-$48.0M-$149.0M$26.0M$19.0M$23.0M$97.8M$45.9M$99.5M$250.9M$306.3M$104.4M$11.7M$720.1M$625.4M$528.0M$445.8M$478.2M
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents$51.8M$46.4M$51.7M$56.8M$25.1M$24.7M$302.0M$309.0M$304.0M$38.0M$39.0M$116.0M$22.0M$32.0M$42.0M$50.0M$34.0M$91.0M$68.0M$46.0M$25.0M$53.5M$45.5M$39.6M
Assets$2.15B$8.52B$8.25B$9.26B$8.18B$8.43B$7.85B$8.13B$8.22B$9.41B$10.06B$11.53B$12.23B$12.91B$12.84B$12.81B$12.76B$12.78B$13.45B$14.71B$15.02B$26.59B$27.72B$27.11B$27.09B$26.16B$27.09B$26.95B$27.37B$27.63B
Minority Interest$115.8M$168.5M$173.8M$205.0M$51.0M$53.0M$53.0M$53.0M$53.0M$62.0M$62.0M$60.0M$60.0M$60.0M$60.0M$60.0M$60.0M$60.0M$60.0M$60.0M$43.9M$275.0M$275.5M$275.6M$275.4M$660.5M$660.6M$661.0M$663.5M$654.2M
Liabilities$1.00B$7.30B$7.04B$7.38B$6.75B$6.99B$6.51B$6.81B$6.89B$8.32B$9.20B$10.54B$11.09B$11.76B$11.70B$11.72B$11.63B$11.72B$11.82B$13.16B$13.36B$25.34B$26.50B$25.89B$26.11B$29.03B$30.33B$30.44B$30.29B$29.81B
Restricted Cash$24.2M$23.8M$17.6M$16.0M$10.6M$10.9M$13.0M$10.0M$10.0M$6.0M$5.0M$7.0M$6.0M$17.0M$16.0M$10.0M$15.0M$31.0M$13.0M$0.00$0.00$0.00$0.00
Common Stock Value$489.0K$489.0K$489.0K$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$456.0K$456.0K$456.0K$450.0K$450.0K$450.0K$450.0K$3.1M$3.1M$3.1M$3.1M$3.1M
Cash And Cash Equivalents At Carrying Value$29.0M$32.0M$60.0M$17.0M$14.0M$13.0M$23.0M$37.0M$17.0M$58.0M$52.0M$18.0M$22.0M$52.5M$44.4M$38.5M$43.3M$74.5M$77.4M$53.1M$43.8M$90.1M$39.9M$16.0M$21.3M$7.6M$69.7M
Treasury Stock Value$27.7M$30.1M$29.9M$17.0M$17.0M$17.0M$17.0M$15.0M$14.0M$15.0M$16.0M$2.0M$3.0M$5.0M$5.0M$1.0M$1.0M$2.0M$347.0K$380.0K$813.0K$19.0K$19.0K$19.0K$19.0K$410.7M$410.8M$410.8M$411.1M$411.4M
Retained Earnings Accumulated Deficit$491.7M$607.5M$681.5M$1.24B$1.27B$1.27B$1.26B$1.19B$1.21B$1.07B$728.0M$723.0M$746.0M$732.0M$761.0M$773.0M$881.0M$917.0M$1.31B$1.25B$1.38B$535.7M$453.3M$661.2M$505.2M-$6.02B-$6.30B-$6.44B-$5.79B-$5.08B
Reinsurance Payable$87.6M$90.6M$81.4M$165.0M$140.0M$110.0M$95.0M$96.0M$38.0M$33.0M$44.0M$40.0M$33.0M$33.0M$24.0M$27.0M$27.0M$28.0M$30.0M$30.8M$31.7M$61.1M$64.7M$69.9M$71.0M$92.1M$94.5M$94.1M$99.6M$120.8M
Premiums Receivable At Carrying Value$74.8M$71.9M$64.6M$342.0M$317.0M$299.0M$278.0M$276.0M$272.0M$268.0M$311.0M$317.0M$327.0M$345.0M$356.0M$372.0M$392.0M$403.0M$414.7M$441.5M$487.4M$1.27B$1.36B$1.42B$1.45B$1.54B$1.62B$1.76B$1.92B$2.10B
Other Liabilities$92.2M$95.9M$91.4M$262.0M$203.0M$259.0M$168.0M$136.0M$141.0M$244.0M$124.0M$135.0M$108.0M$102.0M$123.0M$91.0M$83.0M$131.0M$95.3M$137.8M$71.4M$66.1M$60.1M$58.8M$67.4M$91.1M$102.5M$98.2M$97.1M$107.2M
Other Assets$95.4M$99.7M$107.8M$228.0M$163.0M$129.0M$94.0M$89.0M$85.0M$85.0M$83.0M$94.0M$114.0M$121.0M$115.0M$60.0M$145.0M$144.0M$113.2M$190.6M$91.0M$173.2M$127.9M$72.9M$35.9M$40.4M$39.7M$63.8M$58.9M$126.7M
Liabilities And Stockholders Equity$2.15B$8.52B$8.25B$9.26B$8.18B$8.43B$7.85B$8.13B$8.22B$9.41B$10.06B$11.53B$12.23B$12.91B$12.84B$12.81B$12.76B$12.78B$13.45B$14.71B$15.02B$26.59B$27.72B$27.11B$27.09B$26.16B$27.09B$26.95B$27.37B$27.63B
Investments$455.2M$292.2M$291.4M$2.63B$2.63B$2.68B$2.49B$2.51B$2.51B$2.64B$2.55B$2.82B$2.95B$3.45B$3.46B$3.55B$3.47B$3.40B$3.94B$3.93B$4.04B$7.06B$6.77B$6.75B$6.52B$6.51B$6.33B$6.44B$6.94B$7.06B
Interest Payable Current And Noncurrent$0.00$2.9M$2.7M$515.0M$500.0M$487.0M$462.0M$450.0M$438.0M$576.0M$559.0M$593.0M$555.0M$532.0M$516.0M$499.0M$474.0M$457.0M$423.8M$407.1M$391.3M$376.8M$340.0M$317.1M$294.8M$246.4M$228.8M$210.1M$196.9M$141.2M
Gains Losses On Extinguishment Of Debt$0.00$0.00$0.00$57.0M$0.00$0.00$0.00$33.0M$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.0M$0.00$0.00$2.2M$2.7M
Derivative Liabilities$0.00$0.00$0.00$317.0K$35.0M$26.0M$29.0M$22.0M$37.0M$44.0M$40.0M$61.0M$76.0M$94.0M$98.0M$86.0M$126.0M$134.0M$137.0M$103.3M$88.2M$86.5M$348.4M$342.3M$300.8M$253.9M$505.7M$531.3M$455.6M$387.5M$456.5M
Available For Sale Debt Securities Amortized Cost Basis$428.4M$265.9M$266.3M$2.07B$2.08B$2.14B$2.10B$2.03B$1.98B$2.06B$1.98B$2.01B$2.15B$2.65B$2.74B$2.91B$2.97B$3.04B$3.31B$3.32B$3.47B$5.81B$5.55B$5.54B$4.99B$4.87B$4.81B$4.67B$4.51B$5.94B$5.87B$6.12B$4.66B$4.75B$4.89B
Accretion Amortization Of Discounts And Premiums Investments$63.0K$83.0K$3.0M$3.0M$3.0M$4.0M$12.0M$77.4M$42.4M$64.5M$35.4M
Long Term Debt$518.0M$515.0M$512.0M$508.0M$505.0M$501.0M$497.0M$2.20B$2.19B$2.24B$2.22B$2.67B$2.66B$2.74B$2.75B$2.76B$2.95B$2.95B$2.93B$1.22B$981.4M$972.1M$963.2M$153.9M$146.9M$227.2M$220.4M
Derivative Assets$210.0K$0.00$33.0M$18.0M$21.0M$15.0M$26.0M$31.0M$28.0M$40.0M$55.0M$78.0M$82.0M$74.0M$95.0M$97.0M$88.0M$82.2M$72.4M$76.4M$91.3M$89.7M$81.9M$77.7M$112.8M$126.1M$97.5M$272.7M$205.2M
Increase Decrease Cash Collateral From Counterparties$5.0M-$16.0M$54.0M$11.0M-$56.0M$57.0M-$979.0K$1.7M$41.0M-$104.0K

Cash Flow Statement

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2012FY2011FY2010
Share-Based Compensation *$9.7M$9.4M$12.3M$11.2M$14.0M$11.0M$12.0M$12.0M$4.0M$5.3M-$15.5M$5.4M
Financing Cash Flow *$21.4M$28.6M-$717.0K-$2.16B-$657.0M-$303.0M-$691.0M-$585.0M-$412.0M-$319.0M-$396.2M-$225.1M-$487.3M
Investing Cash Flow *$199.9M-$166.4M$435.0M$866.0M$776.0M$432.0M$1.00B$1.59B$1.16B-$453.1M$1.04B$228.0M$2.47B
Operating Cash Flow *-$52.3M$762.0K$200.0M$1.34B-$131.0M-$175.0M-$311.0M-$1.54B-$221.0M$830.3M-$613.9M$3.6M-$2.09B
Stock Issued During Period Value Share Based Compensation-$8.5M-$701.0K-$4.7M-$3.6M-$6.0M-$3.0M-$3.0M-$1.0M-$2.0M-$505.0K$664.0K$37.2M$112.3M
Proceeds From Maturities Prepayments And Calls Of Available For Sale Securities$37.7M$21.6M$15.1M$18.1M$698.0M$137.0M$379.0M$432.0M$814.0M$1.32B$1.11B$675.9M$701.3M
Payments For Proceeds From Short Term Investments$18.8M-$101.8M-$4.2M$48.4M-$98.0M-$158.0M$218.0M-$127.0M$127.0M$206.0M-$121.4M-$208.5M-$253.2M
Payments For Proceeds From Other Investing Activities$10.1M$3.8M$4.9M-$2.3M$5.0M-$1.0M$2.0M$0.00$17.0M-$3.0M$40.3M-$3.9M-$15.9M
Increase Decrease In Unearned Premiums$6.7M-$10.3M$27.9M$14.7M-$82.0M-$48.0M-$132.0M-$163.0M-$168.0M-$289.1M-$635.3M-$507.2M-$1.44B
Increase Decrease In Reinsurance Payables$27.6M$23.3M$9.7M$17.1M$6.0M-$3.0M-$4.0M-$5.0M-$5.0M-$11.0M-$21.0M-$25.9M-$150.4M
Increase Decrease In Premiums Receivable$49.6M$11.3M$30.2M$13.5M-$48.0M-$44.0M-$77.0M-$91.0M-$77.0M-$172.3M-$407.9M-$394.1M-$1.30B
Increase Decrease In Other Operating Capital Net$11.3M-$6.2M$7.8M-$37.3M$56.0M-$67.0M-$79.0M-$68.0M-$22.0M$41.1M-$105.9M-$28.9M-$171.1M
Increase Decrease In Interest Payable Net$2.6M$0.00$0.00$103.0M$93.0M$87.0M$9.0M$50.0M$66.4M$89.3M$108.5M$14.6M
Payments To Acquire Other Investments$66.0K$2.5M$2.2M$4.8M$127.0M$475.0M$137.0M$140.0M$299.0M$281.6M

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q3 2023Q2 2023Q1 2023Q3 2022Q2 2022Q1 2022Q3 2021Q2 2021Q1 2021Q3 2020Q2 2020Q1 2020Q3 2019Q2 2019Q1 2019Q3 2018Q2 2018Q1 2018Q1 2013Q1 2012Q1 2011
Share-Based Compensation *$2.1M$2.4M$2.3M$3.7M$2.3M-$463.0K$4.0M$5.0M$3.0M$4.0M$5.0M$5.0M$4.0M$2.0M$4.0M$3.0M$3.0M$3.0M$2.0M$3.0M$4.0M$1.7M$4.2M$4.6M$108.0K
Financing Cash Flow *-$5.4M-$1.3M-$276.0M-$52.0M-$69.0M-$146.0M-$76.0M-$50.2M-$4.1M-$7.7M-$92.1M
Investing Cash Flow *$21.3M-$272.0K$441.0M$136.0M$116.0M$244.0M$112.0M$657.0M-$64.0M-$8.7M$7.4M
Operating Cash Flow *-$12.6M$7.1M$77.0M$9.0M-$40.0M-$87.0M-$95.0M-$1.19B$77.3M$40.4M$82.8M
Stock Issued During Period Value Share Based Compensation-$197.0K$0.00-$1.6M$2.0K-$682.0K$0.00$0.00-$5.0M$0.00-$3.0M$0.00$0.00-$6.0M$0.00$0.00-$3.0M-$21.0K$0.00-$2.0M-$91.0K-$1.0M$60.0K$338.0K$37.2M
Proceeds From Maturities Prepayments And Calls Of Available For Sale Securities$8.5M$8.5M$6.0M$20.0M$39.0M$49.0M$35.0M$104.0M$255.7M$208.1M$202.8M
Payments For Proceeds From Short Term Investments-$26.0M-$14.4M-$146.0M$114.0M-$94.0M-$67.0M$478.0M-$236.3M$106.3M$110.8M$83.6M
Payments For Proceeds From Other Investing Activities$2.1M$149.0K-$8.0M$0.00$1.0M$1.0M$0.00$377.0K-$20.5M-$85.0K-$787.0K
Increase Decrease In Unearned Premiums$2.3M$668.0K$6.0M-$11.0M-$22.0M-$7.0M-$36.0M-$18.3M-$147.1M-$146.9M-$171.6M
Increase Decrease In Reinsurance Payables$28.4M$20.9M-$1.0M$7.0M-$2.0M-$1.0M-$1.0M-$1.4M-$2.4M-$15.9M-$7.2M
Increase Decrease In Premiums Receivable$18.8M$15.9M$3.0M-$6.0M-$14.0M-$13.0M-$8.0M-$5.6M-$77.5M-$110.9M-$131.7M
Increase Decrease In Other Operating Capital Net$3.3M$7.2M$11.0M-$48.0M$16.0M-$64.0M-$57.0M-$10.5M-$49.3M$144.5M$17.4M
Increase Decrease In Interest Payable Net$12.0M-$37.0M$24.0M$23.0M$23.0M$29.0M-$63.1M$17.5M$26.7M$24.7M
Payments To Acquire Other Investments$0.00$474.0K$14.0M$25.0M$41.0M$195.0M$29.0M$11.8M$113.7M

Per-Share & Share Counts

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2013FY2012FY2011FY2010
Earnings Per Share Basic$-5.93$-11.96$0.18$11.48$-0.61$-9.47$-4.69$4.07$-7.25$1.66$-0.85$-6.48$-2.56
Earnings Per Share Diluted$-5.93$-11.96$0.18$11.48$-0.61$-9.47$-4.69$3.99$-7.25$1.64$-0.85$-6.48
Weighted Average Number Of Shares Outstanding Basic47.2M47.0M45.6M45.7M46.5M46.1M46.0M45.7M45.7M45.4M302.5M302.4M294.4M
Weighted Average Number Of Diluted Shares Outstanding47.2M47.0M45.6M45.7M46.5M46.1M46.0M46.6M46.6M45.4M302.5M302.4M294.4M
Common Stock Par Or Stated Value Per Share$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01
Common Stock Shares Issued48.9M48.9M46.7M46.7M46.5M45.9M45.6M45.4M45.0M308.0M308.0M308.0M
Preferred Stock Shares Authorized20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M4.0M4.0M4.0M
Preferred Stock Par Or Stated Value Per Share$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01
Common Stock Shares Authorized130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M650.0M650.0M650.0M

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q3 2022Q2 2022Q1 2022Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q3 2013Q2 2013Q1 2013Q3 2012Q1 2012Q3 2011Q1 2011Q3 2010
Earnings Per Share Basic$-2.35$-1.54$-1.22$-10.23$-0.63$-0.02$0.44$-0.24$1.44$-0.29$-0.73$7.50$0.11$0.04$0.35$-0.63$0.08$-0.31$-2.33$-0.77$-6.07$-2.40$1.44$-2.79$-0.94$-0.45$-2.27$0.09$6.72$-0.43$-4.20$0.16$-2.77$0.93$0.52$0.84$-0.25$-2.71$0.25
Earnings Per Share Diluted$-2.35$-1.54$-1.22$-10.23$-0.63$-0.02$0.44$-0.24$1.44$-0.29$-0.73$7.41$0.11$0.04$0.35$-0.63$0.08$-0.31$-2.33$-0.77$-6.07$-2.40$1.41$-2.79$-0.94$-0.45$-2.27$0.09$6.70$-0.43$-4.20$0.16$-2.77$0.93$0.52$0.84$-0.25$-2.71$0.25
Weighted Average Number Of Shares Outstanding Basic48.1M48.1M47.3M47.7M46.2M45.8M45.6M45.8M45.6M45.3M45.5M46.7M46.6M46.6M46.3M46.2M46.2M46.1M46.0M46.0M45.8M45.7M45.7M45.5M302.5M302.47B302.5M302.47B302.4M302.2M
Weighted Average Number Of Diluted Shares Outstanding48.1M48.1M47.3M47.7M46.2M45.8M46.8M45.8M45.6M45.8M45.7M47.4M47.0M46.6M46.9M46.2M46.2M46.1M47.0M46.0M45.8M45.7M46.5M45.7M302.6M302.58B302.6M302.47B302.4M302.2M
Common Stock Par Or Stated Value Per Share$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01
Common Stock Shares Issued48.9M48.9M48.9M48.9M46.7M46.7M46.7M46.7M46.7M46.7M46.7M46.7M46.5M46.5M46.5M45.9M45.9M45.9M45.6M45.6M45.6M45.1M45.1M45.0M45.0M45.0M45.0M45.0M45.0M45.0M45.0M45.0M45.0M45.0M
Preferred Stock Shares Authorized20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M20.0M
Preferred Stock Par Or Stated Value Per Share$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01
Common Stock Shares Authorized130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M130.0M

Other Metrics

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2013FY2012FY2011FY2010
Net Investment Income$14.4M$13.2M$4.5M$139.0M$122.0M$227.0M$273.0M$361.0M$313.4M$382.9M$354.8M$358.6M
Realized Investment Gains Losses-$2.6M-$496.0K$19.0K-$62.0K$7.0M$22.0M$81.0M$108.0M$5.0M$39.3M$72.1M$17.3M$159.5M
Derivative Gain Loss On Derivative Net$1.0M$4.0M-$279.0K$935.0K$22.0M-$50.0M-$50.0M$7.0M$76.0M-$30.2M
Benefits Losses And Expenses$352.2M$295.7M$148.9M$89.3M$281.0M$596.0M$680.0M$238.0M$906.0M$401.7M$935.0M$2.13B$1.16B
Variable Interest Entity Activity Between VIE And Entity Operating Income Or Loss$3.0M$21.0M$7.0M$5.0M$38.0M$3.0M$20.0M-$14.1M
Incurred Claims Financial Guarantee Insurance Contracts-$396.0M-$88.0M$225.0M$13.0M-$224.0M$513.0M-$11.5M$683.6M$1.86B$719.4M
Other Underwriting Expense$126.0M$92.0M$103.0M$112.0M$122.0M$114.3M$139.0M$141.3M$254.5M
Premiums Earned Net Financial Guarantee Insurance Contracts$47.0M$54.0M$66.0M$111.0M$175.0M$197.3M$414.6M$406.0M$546.0M
Additional Paid In Capital$369.9M$331.0M$291.8M$274.0M$257.0M$242.0M$232.0M$219.0M$199.6M$184.6M$2.17B$2.19B
Unearned Premiums$187.2M$182.4M$154.9M$372.0M$395.0M$456.0M$518.0M$630.0M$783.2M$3.46B$4.01B
Prepaid Reinsurance Premiums$146.4M$148.3M$110.4M$124.0M$90.0M$70.0M$82.0M$61.0M$52.2M$221.3M$264.9M
Reinsurance Recoverables$55.0M$33.0M$26.0M$23.0M$41.0M$159.9M$137.0M
Other Operating Income Expense Net

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q3 2014Q2 2014Q1 2014Q4 2013Q1 2013Q4 2012Q3 2012Q1 2012Q3 2011Q1 2011Q3 2010
Net Investment Income$2.7M$2.6M$2.8M$3.6M$3.5M$3.8M$3.6M$3.6M$3.7M$3.0M$2.9M$11.0M-$21.0M$5.0M$21.0M$42.0M$49.0M$53.0M$37.0M$52.0M-$21.0M$42.0M$45.0M$86.0M$55.0M$37.0M$58.0M$67.0M$110.0M$107.1M$87.2M$85.2M$81.6M$85.1M$84.1M$112.1M$90.7M$76.5M
Realized Investment Gains Losses$507.0K$2.0K-$3.0K-$4.5M-$577.0K$4.5M$1.0K$1.0K$0.00-$20.0K$38.0K$14.0M$7.0M$10.0M$3.0M-$2.0M$2.0M$2.0M$2.0M$10.0M$8.0M$9.0M$18.0M$36.0M$17.0M$29.0M$30.0M$47.0M$5.0M-$68.0K$6.2M$4.2M-$4.9M$46.1M$392.0K$2.5M
Derivative Gain Loss On Derivative Net$427.0K-$2.0M$6.5M-$438.0K-$48.0K$69.0K-$27.0K-$146.0K-$175.0K$37.0M$29.0M$57.0M$5.0M-$11.0M$25.0M$12.0M$7.0M$2.0M-$70.0M$12.0M-$10.0M-$35.0M-$16.0M-$35.0M$18.0M$9.0M$25.0M$31.5M$4.2M$40.7M-$462.0K
Benefits Losses And Expenses$98.7M$77.9M$77.9M$90.8M$65.8M$52.8M$6.0M$73.0M$86.0M-$262.0M$80.0M$116.0M$32.0M$66.0M$110.0M$170.0M$108.0M$217.0M$147.0M$189.0M$142.0M$154.0M$144.3M-$134.3M$6.5M$37.9M$68.1M$17.7M$995.4M$285.1M
Variable Interest Entity Activity Between VIE And Entity Operating Income Or Loss$3.0M$0.00$3.0M$1.0M$0.00-$1.0M-$1.0M-$6.0M$22.0M$3.0M$2.0M$0.00$3.0M$0.00$0.00$3.0M$7.0M$11.0M$3.0M$16.0M$0.00$2.0M$1.0M$1.0M$21.2M-$4.0M-$1.2M$3.7M
Incurred Claims Financial Guarantee Insurance Contracts-$12.0M$24.0M-$55.0M-$26.0M$8.0M$9.0M$83.0M$16.0M$117.0M$97.0M$37.0M-$133.0M-$12.0M-$42.0M$34.0M$33.0M$247.0M$102.3M$209.8M$66.1M$135.0M$51.1M-$18.7M$2.3M-$60.2M$919.6M
Other Underwriting Expense$34.0M$34.0M$32.0M$28.0M$33.0M$26.0M$23.0M$21.0M$24.0M$23.0M$26.0M$29.0M$25.0M$21.0M$28.0M$26.0M$36.0M$28.9M$34.1M$31.3M$28.1M$34.4M$33.3M$36.5M$44.9M$45.5M
Premiums Earned Net Financial Guarantee Insurance Contracts$11.0M$11.0M$14.0M$18.0M$15.0M$11.0M$10.0M$20.0M$10.0M$8.0M$28.0M$29.0M$26.0M$26.0M$31.0M$31.5M$53.0M$43.2M$47.6M$100.3M$113.1M$95.0M$102.1M$91.8M
Additional Paid In Capital$367.1M$347.9M$333.4M$328.0M$295.0M$291.0M$286.0M$283.0M$278.0M$270.0M$267.0M$262.0M$253.0M$249.0M$246.0M$240.0M$237.0M$235.0M$229.1M$226.8M$223.5M$188.6M$188.1M$187.2M$185.7M$2.17B$2.17B$2.17B$2.17B$2.17B
Unearned Premiums$197.1M$191.1M$181.4M$458.0M$445.0M$429.0M$407.0M$394.0M$389.0M$359.0M$385.0M$393.0M$402.0M$421.0M$438.0M$468.0M$492.0M$507.0M$527.8M$556.9M$591.4M$1.95B$2.07B$2.17B$2.26B$2.62B$2.78B$2.99B$3.29B$3.52B
Prepaid Reinsurance Premiums$160.9M$155.6M$144.9M$242.0M$232.0M$217.0M$205.0M$198.0M$135.0M$99.0M$104.0M$100.0M$90.0M$80.0M$74.0M$73.0M$75.0M$79.0M$76.5M$56.3M$58.9M$127.6M$134.3M$142.3M$145.5M$170.0M$177.9M$190.5M$202.2M$229.5M
Reinsurance Recoverables$440.5M$376.4M$351.1M$306.2M$311.0M$277.0M$224.0M$195.0M$172.0M$149.0M$130.0M$115.0M$80.0M$55.0M$48.0M$30.0M$30.0M$33.0M$37.0M$36.0M$36.0M$26.0M$27.2M$26.8M$105.5M$109.3M$111.4M$121.2M$160.7M$159.1M$172.4M$170.8M$154.1M
Other Operating Income Expense Net$2.4M-$2.1M-$1.1M$10.1M$3.7M$36.0K$2.0M$2.0M$3.0M$0.00$0.00$2.0M$1.0M$1.0M-$2.0M$2.0M$0.00$0.00$141.0M-$9.0M$1.0M$694.0K$2.5M-$509.0K

Most recent annual filing with the SEC: March 4, 2026

Data sourced from SEC EDGAR public filings as of August 5, 2026.