James River announces $483,625 adjustment after dispute

Published 04/21/2025, 08:54 AM
James River announces $483,625 adjustment after dispute

James River Group Holdings, Ltd. (NASDAQ:JRVR), a Bermuda-based insurance company currently valued at $196 million and trading at $4.29 per share, disclosed a minor adjustment to a previous transaction’s closing purchase price on Monday. The adjustment of $483,625 stems from a resolved dispute over the sale of JRG Reinsurance Company Ltd. to Fleming Intermediate Holdings LLC. According to InvestingPro analysis, this transaction comes at a crucial time for James River, which is currently trading at a notably low Price/Book multiple of 0.42 and shows signs of undervaluation based on Fair Value estimates.

The transaction, originally announced on November 9, 2023, was finalized on April 16, 2024. However, differences in the post-closing calculation of the purchase price led both parties to seek an independent accounting firm’s intervention. The disputed amount totaled $54.1 million, with Fleming seeking a downward adjustment of the entire sum, while James River contended that no change was necessary.

On Sunday, the independent accounting firm issued its final determination, resulting in the comparatively small adjustment to the closing purchase price. According to the terms of the Stock Purchase Agreement, this decision is conclusive in finalizing the purchase price.

James River will reflect this adjustment as an additional loss within discontinued operations in its Q1 2025 financial results, expected to be released by May 12, 2025. The information is based on a recent SEC filing by the company.

In other recent news, James River Group Holdings reported a significant fourth-quarter loss, with a net loss of $94.04 million, or $2.28 per diluted share, compared to a net income of $17.43 million in the same quarter last year. Revenue for the quarter also fell short of expectations, coming in at $126.71 million against the anticipated $140.58 million. The company’s financial results were impacted by a $52.8 million payment related to an adverse development reinsurance contract and a $27 million deemed dividend. Additionally, James River announced a reduction in its annual cash dividend from $0.20 to $0.05 per share to manage its finances.

Analysts from Keefe, Bruyette & Woods and Truist Securities both adjusted their price targets for James River to $5.00, citing concerns over the company’s reserve trends and financial outlook. Keefe, Bruyette & Woods maintained a Market Perform rating, while Truist Securities held a Hold rating on the stock. Despite these challenges, James River increased executive cash incentive awards for 2024, even though performance targets were not fully met, sparking shareholder criticism.

Shareholders, led by Gregory and Scott Fortunoff, expressed dissatisfaction with the Board’s decision to award bonuses amidst declining financial performance. They argued that the funds could have been better used to increase dividends or invest in growth. The company’s Board of Directors will also see a leadership change, with Christine LaSala set to become the next Non-Executive Chairperson following Ollie L. Sherman Jr.’s retirement.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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