Insider Trading March 27, 2026

Universal Insurance CIO Disposes of $29,745 in Shares After Strong EPS Print

Kimberly D. Campos trimmed her stake as the company reported a sizable earnings beat alongside a slight revenue shortfall

By Hana Yamamoto UVE
Universal Insurance CIO Disposes of $29,745 in Shares After Strong EPS Print
UVE

Kimberly D. Campos, who serves as Chief Information Officer and Chief Accounting Officer at Universal Insurance Holdings, sold 879 shares on March 26, 2026, realizing $29,745. The company recently reported fourth-quarter 2025 results that included an EPS of $2.17, materially above analyst expectations, while revenue came in marginally below forecasts. Following the sale, Campos retains direct ownership of 7,422 shares.

Key Points

  • An insider sale: Kimberly D. Campos sold 879 shares on March 26, 2026, at $33.84, totaling $29,745; she now directly owns 7,422 shares.
  • Earnings beat: Universal Insurance reported Q4 2025 EPS of $2.17 versus an expected $0.94, a 130.85% surprise; revenue missed slightly at $483.68 million versus $485.02 million expected.
  • Dividend consistency and market move: The company has maintained dividend payments for 21 consecutive years and its stock rose following the earnings release.

Insider transaction

Kimberly D. Campos, Universal Insurance Holdings' Chief Information Officer and Chief Accounting Officer, sold 879 shares of the company's common stock on March 26, 2026. The shares traded at $33.84 apiece, producing gross proceeds of $29,745 from the sale. After completing the trade, Campos directly holds 7,422 shares of Universal Insurance Holdings.


Quarterly results and market reaction

Universal Insurance reported fourth-quarter 2025 earnings per share of $2.17, a figure that substantially exceeded the consensus analyst expectation of $0.94, representing a 130.85% earnings surprise. Revenue for the same quarter totaled $483.68 million, narrowly missing the forecasted $485.02 million. The companys stock rose noticeably following the earnings release.


Dividend track record and valuation note

The company has maintained dividend payments for 21 consecutive years. Observers have flagged the stocks valuation as potentially attractive at current levels. These data points have contributed to investor and analyst attention following the quarter.


Context for investors

The insider sale and the mixed quarterly report - a pronounced EPS beat offset by a modest revenue shortfall - present a set of concurrent signals for market participants. The transaction reduced Camposs direct holdings but left her with a meaningful residual stake. Meanwhile, the earnings surprise and subsequent share-price strength have become focal points for market commentary and further analysis.


What is clear from the filings and results provided

  • Campos sold 879 shares on March 26, 2026, at $33.84 per share, totaling $29,745.
  • Following the sale, Campos directly owns 7,422 shares of Universal Insurance Holdings stock.
  • Universal Insurance reported fourth-quarter 2025 EPS of $2.17 versus an expected $0.94, a 130.85% earnings surprise; revenue was $483.68 million versus an expected $485.02 million.
  • The company has paid dividends for 21 consecutive years and its stock rose after the earnings announcement.

Risks

  • Insider selling can be interpreted variously by market participants and may affect investor perception of management alignment - this is relevant to equity market sentiment.
  • Revenue falling short of expectations, albeit slightly, introduces uncertainty about top-line momentum and could influence near-term revenue-driven valuation adjustments in the insurance sector.
  • Despite the strong EPS, reliance on earnings beats to support valuation may carry risk if future quarters do not deliver similar upside, affecting investor confidence in financial performance.

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