Helios Underwriting plc (HUW.L)
Helios Underwriting plc, together with its subsidiaries, provides a limited liability investment for its shareholders in the Lloyd's insurance market in the United Kingdom. It operates through Syndicate Participation, Investment Management, and Other Corporate Activities segments. The company participates in the Lloyd's insurance market through a portfolio of Lloyd's syndicates. Its portfolio provides property insurance and reinsurance products. The company was formerly known as Hampden Underwriting plc and changed its name to Helios Underwriting plc in January 2014. Helios Underwriting plc was incorporated in 2006 and is based in London, the United Kingdom.
Company Info
Highlights
£161.24M
£0.23
9.70
£133.07M
£133.07M
£6.45M
£130.62 - £279.75
£239.00
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Helios Underwriting plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Helios Underwriting plc had a return of -17.71% year-to-date (YTD) and 64.62% in the last 12 months. Over the past 10 years, Helios Underwriting plc had an annualized return of 8.97%, while the S&P 500 had an annualized return of 11.21%, indicating that Helios Underwriting plc did not perform as well as the benchmark.
HUW.L
-17.71%
12.63%
29.28%
64.62%
12.32%
8.97%
^GSPC (Benchmark)
2.90%
3.70%
10.94%
22.18%
12.41%
11.21%
Monthly Returns
The table below presents the monthly returns of HUW.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -20.30% | -17.71% | |||||||||||
| 2024 | -4.26% | -3.08% | 27.21% | -0.56% | -3.07% | 2.16% | 2.92% | -4.53% | 9.20% | -0.82% | 20.00% | 23.74% | 83.66% |
| 2023 | -1.22% | -0.93% | 1.56% | -2.15% | 6.92% | 1.78% | -7.35% | -19.05% | -1.96% | 22.40% | 2.29% | -2.56% | -5.07% |
| 2022 | 4.48% | -7.14% | 0.00% | 11.38% | -7.18% | -2.36% | -1.55% | -5.36% | -0.00% | 4.33% | 0.64% | 3.81% | -0.55% |
| 2021 | 29.09% | 8.45% | -8.22% | -10.00% | 3.17% | -1.94% | -8.95% | 10.53% | -1.59% | 1.61% | 9.52% | -2.90% | 25.22% |
| 2020 | 3.00% | -7.27% | -15.69% | -20.93% | 4.12% | 11.86% | 0.00% | 2.02% | -4.95% | 19.79% | 7.83% | 10.89% | 3.00% |
| 2019 | 5.56% | -5.96% | -4.85% | 5.88% | 1.85% | -1.56% | -10.60% | 2.98% | 2.48% | 4.03% | 1.55% | 1.91% | 1.84% |
| 2018 | 0.00% | -16.36% | -5.22% | 5.50% | 0.87% | 7.01% | 6.12% | -0.77% | -0.39% | -10.51% | -6.52% | 25.58% | -0.51% |
| 2017 | -6.45% | 0.00% | -0.69% | 16.32% | -4.18% | 7.34% | -2.40% | -7.69% | -13.33% | -1.92% | 2.75% | 4.96% | -8.21% |
| 2016 | -6.72% | -0.80% | -1.61% | -0.27% | -1.37% | -0.62% | 2.94% | 0.00% | -5.71% | 0.00% | -1.54% | -3.12% | -17.61% |
| 2015 | -7.27% | 21.57% | 3.23% | 0.00% | 1.56% | 3.35% | 18.46% | -0.00% | -1.30% | 2.63% | 3.08% | 0.00% | 51.07% |
| 2014 | 2.97% | -3.85% | 3.33% | -0.65% | 2.27% | -2.22% | 1.32% | 0.00% | -2.61% | -7.05% | 0.00% | -0.72% | -7.43% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 89, HUW.L is among the top 11% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Helios Underwriting plc (HUW.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Helios Underwriting plc provided a 2.69% dividend yield over the last twelve months, with an annual payout of £0.06 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.06 | £0.06 | £0.03 | £0.03 | £0.03 | £0.00 | £0.02 | £0.01 | £0.04 | £0.08 | £0.04 | £0.03 |
Dividend yield | 2.69% | 2.21% | 1.97% | 1.83% | 1.79% | 0.00% | 1.13% | 1.12% | 2.94% | 5.56% | 1.84% | 2.24% |
Monthly Dividends
The table displays the monthly dividend distributions for Helios Underwriting plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | £0.00 | £0.00 | £0.00 | ||||||||||
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 |
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 |
| 2020 | £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 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 |
| 2014 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Helios Underwriting plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Helios Underwriting plc was 52.65%, occurring on May 20, 2020. Recovery took 162 trading sessions.
The current Helios Underwriting plc drawdown is 18.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.65% | Jan 18, 2016 | 1097 | May 20, 2020 | 162 | Jan 11, 2021 | 1259 |
| -43.25% | Feb 23, 2021 | 656 | Oct 2, 2023 | 291 | Nov 22, 2024 | 947 |
| -29.96% | Dec 27, 2024 | 12 | Jan 14, 2025 | — | — | — |
| -26.14% | Mar 2, 2012 | 15 | May 1, 2012 | 16 | Oct 1, 2012 | 31 |
| -20.46% | May 29, 2014 | 178 | Feb 6, 2015 | 10 | Feb 20, 2015 | 188 |
Volatility
Volatility Chart
The current Helios Underwriting plc volatility is 10.76%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Helios Underwriting plc compared to its peers in the Insurance - Property & Casualty industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for HUW.L in comparison to other companies of the Insurance - Property & Casualty industry. Currently, HUW.L has a PE value of 9.7. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for HUW.L in comparison to other companies of the Insurance - Property & Casualty industry. Currently, HUW.L has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Helios Underwriting plc.
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Income Statement
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