Share Buyback and Leadership Transition Will Shape Specialty Insurance Prospects

Analysts have slightly lowered their price target for AXIS Capital Holdings from $116.38 to $115.78, citing updated projections for revenue growth and adjustments to profit margins. What's in the News AXIS Capital Holdings Limited announces a share repurchase program of up to $400 million of its common shares (Key Developments) The Board of Directors authorizes a buyback plan on September 17, 2025 (Key Developments) Between July and September 2025, the company completed the repurchase of 4,235,514 shares, representing 5.22% for $400 million under the existing buyback (Key Developments) Matthew Kirk will be appointed Chief Financial Officer effective March 31, 2026 as part of a planned leadership transition (Key Developments) Launch of AXIS Capacity Solutions, a new business unit focused on structured and multi-line portfolio capacity deals (Key Developments) Valuation Changes The Fair Value Estimate has decreased slightly from $116.38 to $115.78.

Analysts have raised their price target for AXIS Capital Holdings from $113.50 to $116.38, citing strengthened revenue growth expectations, even though the outlook for profit margin is slightly lower. What's in the News AXIS Capital Holdings Limited announced a share repurchase program authorizing up to $400 million in common share buybacks (Buyback Transaction Announcements).

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.