Accelerant Holdings · NYSE (us_market)
Financial Services · Insurance Brokers · Cayman Islands
Accelerant Holdings, together with its subsidiaries, operates a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners. It operates through Exchange Services, MGA Operations, and Underwriting segments. The Exchange Services segment consists of risk exchange, its operating platform that incorporates various technology, data ingestion, and agency operations that serve the needs of its members and risk capital partners. Its Risk capital partners write premiums directly through the Risk Exchange pay us a fixed-percentage, volume-based fee for sourcing, managing, and monitoring the business they write. The MGA Operations segment includes the fees earned by members, predominantly for originating and underwriting a portfolio of insurance policies, reduced by the expenses associated with providing services. The Underwriting segment is involved in underwriting insurance policies and assumption of reinsurance policies issued or accepted by consolidated insurance and reinsurance companies. The activities of insurance companies include property and casualty insurance, policy issuance, and reinsurance arrangements. It serves small-to-medium sized commercial clients primarily in the United States, Europe, Canada, Australia, and the United Kingdom. Accelerant Holdings was founded in 2018 and is based in Grand Cayman, Cayman Islands.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-04-22$15.90 RISE2026-05-13$12.53 PEAK2026-05-22$17.25 30d | -21.2% 21d | Missed | Missed | — | — | +37.7% 9d | Missed |
DROP2025-12-22$17.15 RISE2026-02-23$9.36 PEAK2026-05-19$16.54 148d | -45.4% 63d | Missed | Missed | — | — | +76.7% 85d | Missed |
DROP2025-08-22$30.05 RISE2025-10-30$11.35 PEAK2025-12-22$17.15 122d | -62.2% 69d | Missed | Missed | — | — | +51.1% 53d | Missed |
Accelerant Holdings (ARX) posts strong FY25 growth via AI underwriting and partner capital shift; shares at 9x EV/EBITDA with buybacks.
Piper Sandler analyst Paul Newsome maintains Accelerant Hldgs (NYSE:ARX) with a Overweight and raises the price target from $18 to $19.
Over the last 7 days, the United States market has risen by 1.1%, contributing to a notable 29% increase over the past year, with earnings anticipated to grow by 17% annually. In this thriving environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those closest to the business.
Morgan Stanley analyst Bob Huang maintains Accelerant Hldgs (NYSE:ARX) with a Equal-Weight and raises the price target from $15 to $16.
Here is how Adamas Trust (ADAM) and Accelerant Holdings (ARX) have performed compared to their sector so far this year.
Piper Sandler analyst Paul Newsome maintains Accelerant Hldgs (NYSE:ARX) with a Overweight and raises the price target from $13 to $18.
Wells Fargo analyst Elyse Greenspan maintains Accelerant Hldgs (NYSE:ARX) with a Overweight and raises the price target from $15 to $17.
Accelerant Holdings (ARX) continues to execute on its business plan in its first few public quarters
The insurance marketplace operator took the wraps off its first quarter results.
Accelerant Holdings (ARX) reports robust growth in member MGAs and AI-driven productivity gains, despite facing a net after-tax loss and margin pressures.
Accelerant Holdings (ARX) Q1 2026 Earnings Call May 14, 2026 8:00 AM EDTCompany ParticipantsRaymond Iardella - Head of Investor RelationsJeffrey Radke -...
Accelerant (NYSE:ARX) reported stronger-than-expected first-quarter 2026 results, with management pointing to continued growth in its specialty insurance platform, expanding third-party insurer participation and increased use of artificial intelligence across underwriting and internal operations. C
2026-05-14. The following slide deck was published by Accelerant Holdings in conjunction with their 2026 Q1 earnings call.
U.S. stocks rose, with Dow Jones up 300 points. STAA shares surged after better-than-expected results. Other big gainers include POET, STUB, MSC, ARX, CSCO, PCT, WOLF, CPA, ONDS, KLAR, and RDW.
Presentation Operator MessageOperator Thank you for standing by. My name is Jay, and I will be your conference operator today. At this time, I would like to welcome everyone to the Accelerant First...
Although the revenue and EPS for Accelerant Holdings (ARX) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Accelerant Holdings (ARX) delivered earnings and revenue surprises of +7.60% and +10.47%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Accelerant Holdings (ARX) beat Q1 estimates with $273.2M revenue. After hours stock rose 8% on strong fee income and exchange growth.
Accelerant: The Global Specialty Insurance Risk Exchange May 2026 Our Vision ...
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| ARX | +21.85% | +34.71% | -2.45% | — |
| XLF | -0.65% | +0.55% | -5.82% | +1.22% |
| Alpha (stock − sector) | +22.50% | +34.17% | +3.38% | — |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| FidelityFMR | fundamental | 1.81M | $24.21M | 0.00% | Added+1.3% | 2026-03-31 |
| RenTech | quant | 276.6K | $3.70M | 0.01% | Added+280.5% | 2026-03-31 |
| Citadel | multi-strat | 166.7K | $2.23M | 0.00% | New | 2026-03-31 |
| Tiger | growth | 75.0K | $1.00M | 0.00% | Unchanged | 2026-03-31 |
| StateStreet | passive | 37.3K | $498.41K | 0.00% | Added+11.2% | 2026-03-31 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-12upcoming | 0.16 | — | — |
| 2026-05-13 | 0.16 | 0.17 | +8.28% |
| 2026-03-18 | 0.22 | 0.23 | +5.87% |
| 2025-11-12 | 0.21 | 0.39 | +80.59% |
| 2025-08-28 | 0.12 | 0.14 | +14.36% |