View ValuationAccelerant Holdings 将来の成長Future 基準チェック /56Accelerant Holdings利益と収益がそれぞれ年間138.9%と12.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29.3% 127.3%なると予測されています。主要情報138.9%収益成長率127.25%EPS成長率Insurance 収益成長2.4%収益成長率12.1%将来の株主資本利益率29.34%アナリストカバレッジGood最終更新日20 Aug 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesNew Risk • Aug 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 19% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risk Significant insider selling over the past 3 months (€2.0m sold).Reported Earnings • Aug 15Second quarter 2026 earnings released: EPS: US$0.36 (vs US$0.053 in 2Q 2025)Second quarter 2026 results: EPS: US$0.36 (up from US$0.053 in 2Q 2025). Revenue: US$356.9m (up 74% from 2Q 2025). Net income: US$78.7m (up US$69.9m from 2Q 2025). Profit margin: 22% (up from 4.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Insurance industry in Europe.お知らせ • Aug 13Thoma Bravo, L.P. entered into a definitive agreement to acquire an additional majority stake in Accelerant Holdings (NYSE:ARX) from Altamont Capital Management, LP and other shareholders for an enterprise value of approximately $4 billion.Thoma Bravo, L.P. entered into a definitive agreement to acquire an additional majority stake in Accelerant Holdings (NYSE:ARX) from Altamont Capital Management, LP and other shareholders for an enterprise value of approximately $4 billion on August 13, 2026. A cash consideration valued at $20.25 per share and will be paid by Thoma Bravo, L.P. Under the terms of the agreement, Accelerant Class A and Class B stockholders will receive $20.25 per share in cash, representing a 49% premium to Accelerant’s closing share price on August 12, 2026. Upon completion, Thoma Bravo to become a privately held company in an all-cash transaction with an enterprise value of more than $4 billion. Under certain circumstances, if the closing of the transaction is delayed by certain pending insurance regulatory approvals, shareholders will receive a ticking fee accruing at a rate of 6% per annum for a period specified in the agreement. Entities affiliated with Altamont Capital Partners holding shares representing approximately 82% of the Company’s outstanding voting rights have agreed to vote their shares in favor of the transaction. The transaction is not subject to any financing condition as Thoma Bravo has provided an equity commitment to fund the purchase. Upon completion, Accelerant will become a private company, and its common shares will no longer be listed nor traded on the New York Stock Exchange. Altamont Capital Partners, Accelerant's largest investor, and the Company's founders, intend to retain equity ownership alongside Thoma Bravo, the terms of which will be finalized prior to closing. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and approval of offer by target shareholders. The Company’s Board of Directors established a Special Committee comprised solely of independent and disinterested directors to review and consider the transaction. The Special Committee believes this transaction recognizes the valuable platform and ecosystem that the Accelerant team has built, and provides immediate value to shareholders at a substantial premium. The deal has been unanimously approved by the board. The transaction, which is currently expected to close in the first half of 2027. Morgan Stanley & Co. LLC is serving as exclusive financial advisor to the Board of Directors of Accelerant. Paul Hastings LLP is serving as U.S. legal counsel, Sidley Austin LLP is serving as special insurance counsel, and Maples Group is serving as Cayman Islands legal counsel to Accelerant. Houlihan Lokey is serving as financial advisor and Conyers Dill & Pearman is serving as legal counsel to the Special Committee. Goodwin Procter LLP is serving as legal counsel, Skadden, Arps, Slate, Meagher & Flom LLP is serving as special insurance counsel and Walkers is serving as Cayman Islands legal counsel to Thoma Bravo. BMO Capital Markets and Wells Fargo are serving as financial advisors to Thoma Bravo. Ropes & Gray LLP is serving as legal counsel to Altamont Capital Partners.お知らせ • Jul 24Accelerant Holdings to Report Q2, 2026 Results on Aug 13, 2026Accelerant Holdings announced that they will report Q2, 2026 results Pre-Market on Aug 13, 2026Recent Insider Transactions • Jul 22Co-Founder recently sold €1.1m worth of stockOn the 20th of July, Jeffrey Radke sold around 95k shares on-market at roughly €11.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jeffrey has been a net seller over the last 12 months, reducing personal holdings by €272k.お知らせ • Apr 29Accelerant Holdings to Report Q1, 2026 Results on May 13, 2026Accelerant Holdings announced that they will report Q1, 2026 results After-Market on May 13, 2026お知らせ • Mar 19+ 1 more updateAccelerant Holdings (NYSE:ARX) announces an Equity Buyback.Accelerant Holdings (NYSE:ARX) announces a share repurchase program. Under the program, the company will repurchase shares up to $200 million worth of its Class A common shares. The program is valid till December 31, 2028.お知らせ • Mar 02Accelerant Holdings, Annual General Meeting, May 12, 2026Accelerant Holdings, Annual General Meeting, May 12, 2026.お知らせ • Feb 25Accelerant Holdings Announces Management Changes, Effective March 31, 2026Accelerant Holdings announced the appointments of Cliff Jenks as General Counsel and Corporate Secretary and Ray Iardella as Head of Investor Relations. Jenks will oversee Accelerant’s legal affairs and corporate governance, while Iardella will lead the company’s engagement with the investment community. Cliff Jenks joins Accelerant with more than 20 years of experience in capital markets transactions, third party capital, M&A, investment transactions, and public company governance. Most recently, he served as Senior Vice President, Corporate and Securities Counsel and Corporate Secretary at Reinsurance Group of America, where he held leadership roles for more than 14 years. Earlier in his career, Jenks advised public companies on complex transactions, disclosure, and compliance matters. Jenks will succeed Nancy Hasley, who is retiring following a distinguished tenure with the company beginning in its earliest days in 2019 through its initial public offering. The leadership transition will be effective March 31, 2026. In the newly created role of Head of Investor Relations, Ray Iardella will direct the company’s strategic communications with institutional investors and analysts. With more than two decades of financial markets and insurance industry experience, Iardella recently served as Vice President of Investor Relations at Arthur J. Gallagher & Co., where he helped shape the company’s strategic positioning with the investment community. Prior to Gallagher, he held senior analyst and actuarial roles with leading insurance, financial, and asset management firms.お知らせ • Feb 09Accelerant Holdings to Report Q4, 2025 Results on Mar 19, 2026Accelerant Holdings announced that they will report Q4, 2025 results Pre-Market on Mar 19, 2026お知らせ • Oct 03Accelerant Holdings to Report Q3, 2025 Results on Nov 13, 2025Accelerant Holdings announced that they will report Q3, 2025 results Pre-Market on Nov 13, 2025お知らせ • Aug 14Accelerant Holdings to Report Q2, 2025 Results on Aug 28, 2025Accelerant Holdings announced that they will report Q2, 2025 results Pre-Market on Aug 28, 2025業績と収益の成長予測DB:GL4 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,491123N/AN/A312/31/20271,24779N/AN/A712/31/20261,14387N/AN/A86/30/20261,072-1,367246N/A3/31/2026954-1,437290332N/A12/31/2025856-1,425404445N/A9/30/2025768-1,403586625N/A6/30/202569044790828N/A3/31/202560627698733N/A12/31/202456227751786N/A9/30/20244923611643N/A12/31/2023324-49257290N/A9/30/2023282-64162193N/A12/31/2022220-924168N/A12/31/2021101-2198113N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: GL4は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.1% ) よりも高い成長率であると考えられます。収益対市場: GL4今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: GL4今後 3 年以内に収益を上げることが予想されます。収益対市場: GL4の収益 ( 12.1% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: GL4の収益 ( 12.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: GL4の 自己資本利益率 は、3年後には高くなると予測されています ( 29.3 %)成長企業の発掘7D1Y7D1Y7D1YInsurance 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/20 03:57終値2026/08/20 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Accelerant Holdings 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Michael ZaremskiBMO Capital Markets Equity Researchnull nullBMO Capital Markets Equity ResearchMatthew CarlettiCitizens JMP Securities, LLC8 その他のアナリストを表示
New Risk • Aug 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 19% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risk Significant insider selling over the past 3 months (€2.0m sold).
Reported Earnings • Aug 15Second quarter 2026 earnings released: EPS: US$0.36 (vs US$0.053 in 2Q 2025)Second quarter 2026 results: EPS: US$0.36 (up from US$0.053 in 2Q 2025). Revenue: US$356.9m (up 74% from 2Q 2025). Net income: US$78.7m (up US$69.9m from 2Q 2025). Profit margin: 22% (up from 4.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Insurance industry in Europe.
お知らせ • Aug 13Thoma Bravo, L.P. entered into a definitive agreement to acquire an additional majority stake in Accelerant Holdings (NYSE:ARX) from Altamont Capital Management, LP and other shareholders for an enterprise value of approximately $4 billion.Thoma Bravo, L.P. entered into a definitive agreement to acquire an additional majority stake in Accelerant Holdings (NYSE:ARX) from Altamont Capital Management, LP and other shareholders for an enterprise value of approximately $4 billion on August 13, 2026. A cash consideration valued at $20.25 per share and will be paid by Thoma Bravo, L.P. Under the terms of the agreement, Accelerant Class A and Class B stockholders will receive $20.25 per share in cash, representing a 49% premium to Accelerant’s closing share price on August 12, 2026. Upon completion, Thoma Bravo to become a privately held company in an all-cash transaction with an enterprise value of more than $4 billion. Under certain circumstances, if the closing of the transaction is delayed by certain pending insurance regulatory approvals, shareholders will receive a ticking fee accruing at a rate of 6% per annum for a period specified in the agreement. Entities affiliated with Altamont Capital Partners holding shares representing approximately 82% of the Company’s outstanding voting rights have agreed to vote their shares in favor of the transaction. The transaction is not subject to any financing condition as Thoma Bravo has provided an equity commitment to fund the purchase. Upon completion, Accelerant will become a private company, and its common shares will no longer be listed nor traded on the New York Stock Exchange. Altamont Capital Partners, Accelerant's largest investor, and the Company's founders, intend to retain equity ownership alongside Thoma Bravo, the terms of which will be finalized prior to closing. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and approval of offer by target shareholders. The Company’s Board of Directors established a Special Committee comprised solely of independent and disinterested directors to review and consider the transaction. The Special Committee believes this transaction recognizes the valuable platform and ecosystem that the Accelerant team has built, and provides immediate value to shareholders at a substantial premium. The deal has been unanimously approved by the board. The transaction, which is currently expected to close in the first half of 2027. Morgan Stanley & Co. LLC is serving as exclusive financial advisor to the Board of Directors of Accelerant. Paul Hastings LLP is serving as U.S. legal counsel, Sidley Austin LLP is serving as special insurance counsel, and Maples Group is serving as Cayman Islands legal counsel to Accelerant. Houlihan Lokey is serving as financial advisor and Conyers Dill & Pearman is serving as legal counsel to the Special Committee. Goodwin Procter LLP is serving as legal counsel, Skadden, Arps, Slate, Meagher & Flom LLP is serving as special insurance counsel and Walkers is serving as Cayman Islands legal counsel to Thoma Bravo. BMO Capital Markets and Wells Fargo are serving as financial advisors to Thoma Bravo. Ropes & Gray LLP is serving as legal counsel to Altamont Capital Partners.
お知らせ • Jul 24Accelerant Holdings to Report Q2, 2026 Results on Aug 13, 2026Accelerant Holdings announced that they will report Q2, 2026 results Pre-Market on Aug 13, 2026
Recent Insider Transactions • Jul 22Co-Founder recently sold €1.1m worth of stockOn the 20th of July, Jeffrey Radke sold around 95k shares on-market at roughly €11.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jeffrey has been a net seller over the last 12 months, reducing personal holdings by €272k.
お知らせ • Apr 29Accelerant Holdings to Report Q1, 2026 Results on May 13, 2026Accelerant Holdings announced that they will report Q1, 2026 results After-Market on May 13, 2026
お知らせ • Mar 19+ 1 more updateAccelerant Holdings (NYSE:ARX) announces an Equity Buyback.Accelerant Holdings (NYSE:ARX) announces a share repurchase program. Under the program, the company will repurchase shares up to $200 million worth of its Class A common shares. The program is valid till December 31, 2028.
お知らせ • Mar 02Accelerant Holdings, Annual General Meeting, May 12, 2026Accelerant Holdings, Annual General Meeting, May 12, 2026.
お知らせ • Feb 25Accelerant Holdings Announces Management Changes, Effective March 31, 2026Accelerant Holdings announced the appointments of Cliff Jenks as General Counsel and Corporate Secretary and Ray Iardella as Head of Investor Relations. Jenks will oversee Accelerant’s legal affairs and corporate governance, while Iardella will lead the company’s engagement with the investment community. Cliff Jenks joins Accelerant with more than 20 years of experience in capital markets transactions, third party capital, M&A, investment transactions, and public company governance. Most recently, he served as Senior Vice President, Corporate and Securities Counsel and Corporate Secretary at Reinsurance Group of America, where he held leadership roles for more than 14 years. Earlier in his career, Jenks advised public companies on complex transactions, disclosure, and compliance matters. Jenks will succeed Nancy Hasley, who is retiring following a distinguished tenure with the company beginning in its earliest days in 2019 through its initial public offering. The leadership transition will be effective March 31, 2026. In the newly created role of Head of Investor Relations, Ray Iardella will direct the company’s strategic communications with institutional investors and analysts. With more than two decades of financial markets and insurance industry experience, Iardella recently served as Vice President of Investor Relations at Arthur J. Gallagher & Co., where he helped shape the company’s strategic positioning with the investment community. Prior to Gallagher, he held senior analyst and actuarial roles with leading insurance, financial, and asset management firms.
お知らせ • Feb 09Accelerant Holdings to Report Q4, 2025 Results on Mar 19, 2026Accelerant Holdings announced that they will report Q4, 2025 results Pre-Market on Mar 19, 2026
お知らせ • Oct 03Accelerant Holdings to Report Q3, 2025 Results on Nov 13, 2025Accelerant Holdings announced that they will report Q3, 2025 results Pre-Market on Nov 13, 2025
お知らせ • Aug 14Accelerant Holdings to Report Q2, 2025 Results on Aug 28, 2025Accelerant Holdings announced that they will report Q2, 2025 results Pre-Market on Aug 28, 2025