Atlantic American Corporation — Cyborg Score 5/10

Mixed
Insurance - Life and Property & Casualty

Strategic Profile

American Southern operates in the property and casualty insurance market while Bankers Fidelity operates in the life and health insurance markets. Premium revenue rose nearly 12% year-to-date, driven by automobile liability, inland marine, automobile physical damage, Medicare supplement and group accident and health lines.

Cyborg Score Rationale

The company reported net income of $0.6M (diluted $0.02) for Q3 2025 and net income of $4.7M (diluted $0.22) for the nine months ended September 30, 2025, versus net losses in comparable 2024 periods. However, Atlantic American Corporation received a Nasdaq notice on April 17, 2026 for late filing of its Form 10-K for year ended December 31, 2025, placing the company out of compliance with Nasdaq Listing Rule 5250(c)(1).

Top Insights

  • Premium revenue rose nearly 12% year-to-date with operating income increased by $7.7M year-to-date, indicating strong underwriting performance.
  • Total assets of $430.9M with shareholders' equity of $109.5M and book value per share of $5.10, showing solid balance sheet foundation.
  • Recent Nasdaq compliance notice for late 10-K filing in April 2026 raises corporate governance concerns.
  • Company has 153 full-time employees operating specialized insurance products across life, health and property/casualty segments.

Named Competitors

  • Allstate — Multi-line insurance provider
  • GEICO — Auto and property/casualty insurance
  • State Farm — Property and casualty insurance
  • UnitedHealth — Health and life insurance services

Recent Developments

  • (April 2026) Nasdaq compliance notice for late Form 10-K filing
  • (September 2025) Reported net income of $4.7M for nine-month period versus net losses in 2024
  • (Q2 2025) Net income of $3.3M ($0.15 per diluted share), improved from net loss in Q2 2024

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