UVEHIGH SIGNALFINANCIAL10-K

UVE delivered exceptional financial performance with 359% net income growth and 300% revenue increase, while significantly strengthening its balance sheet and cash position.

This represents a dramatic turnaround for the insurance company, with massive revenue growth likely driven by premium increases and policy expansion in their core markets. The substantial improvement in profitability while maintaining disciplined expense growth suggests either successful rate adjustments, improved underwriting, or benefits from Florida insurance market reforms are materializing faster than expected.

Comparing 2026-02-27 vs 2025-02-28View on EDGAR →
FINANCIAL ANALYSIS

UVE experienced explosive growth across all key financial metrics, with revenue quadrupling to $1.6B and net income surging 359% to $183M, while operating cash flow nearly tripled to $381.5M. The company strengthened its balance sheet significantly with cash increasing 58% to $409M and stockholders equity growing 48% to $551M, while maintaining expense discipline with only 12.5% SG&A growth despite the massive revenue expansion. This comprehensive financial transformation signals either successful navigation of Florida insurance market challenges, effective premium rate increases, or substantial market share gains in a recovering property insurance environment.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+359.3%
$39.8M$183.0M

Net income grew 359.3% — bottom-line growth signals improving overall business health.

Revenue
P&L
+300%
$401.0M$1.6B

Strong top-line growth of 300% — accelerating demand or successful expansion into new markets.

Operating Cash Flow
Cash Flow
+177.7%
$137.4M$381.5M

Operating cash flow surged 177.7% — exceptional cash generation, highest quality earnings signal.

Cash & Equivalents
Balance Sheet
+57.6%
$259.4M$408.9M

Cash position surged 57.6% — strong cash generation or capital raise providing significant financial cushion.

Stockholders Equity
Balance Sheet
+47.6%
$373.3M$551.0M

Equity base grew 47.6% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Capital Expenditure
Cash Flow
-39.8%
$7.4M$4.4M

Capex reduced 39.8% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

SG&A Expense
P&L
+12.5%
$304.1M$342.1M

SG&A increased modestly — likely reflects growth-related hiring or sales expansion investment.

LANGUAGE CHANGES
NEW — 2026-02-27
PRIOR — 2025-02-28
ADDED
These statements may address, among other things, our strategy for growth, catastrophe exposure and other risk management, product development, investment results, regulatory approvals, market position, expenses, financial results, projections, estimates, litigation and reserves.
We have more than 25 years of experience providing protection solutions.
We have made substantial efforts in recent years to innovate across all of our service businesses, including continued development of our digital agency Clovered.com, where we have 39 carrier partners, and utilization of digital applications where applicable to administer claims.
APPCIC writes similar lines of insurance as UPCIC, but is only licensed in Florida and Georgia.
APPCIC primarily distributes policies through our digital platforms, and beginning in the current year through our independent agency network.
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REMOVED
These statements may address, among other things, our strategy for growth, catastrophe exposure and other risk management, product development, investment results, regulatory approvals, market position, expenses, financial results, changes in laws, judicial decisions or regulatory interpretations, litigation and reserves.
We have more than 20 years of experience providing protection solutions.
We have made substantial efforts in recent years to innovate across all of our service businesses, including continued development of our digital agency Clovered.com, where we have more than 50 carrier partners, and utilization of digital applications where applicable to adjust claims.
APPCIC writes similar lines of insurance as UPCIC, but is only licensed in Florida and Georgia and primarily distributes policies through our digital platforms.
Our combined statutory capital surplus was approximately $413.5 million at December 31, 2024.
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