Accelerant Holdings(ARX)株式概要アクセラント・ホールディングスはその子会社とともに、厳選された特殊保険引受業者とリスク・キャピタル・パートナーをつなぐデータ主導型のリスク・エクスチェンジを運営している。 詳細ARX ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長5/6過去の実績0/6財務の健全性5/6配当金0/6報酬収益は年間147.54%増加すると予測されています リスク分析リスクチェックの結果、ARX 、リスクは検出されなかった。すべてのリスクチェックを見るARX Community Fair Values Create NarrativeSee what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN35.4% undervaluedAnalystConsensusTarget•4mo agoCapital Light Shift And Data Advantage Will Drive Durable Long Term Earnings Power4904AN21.4% undervaluedAnalystLowTarget•3mo agoData And AI Execution Risks May Soften Exchange Fee Potential Yet Still Support Upside1600AN59.4% undervaluedAnalystHighTarget•4mo agoFee-Based Specialty Insurance Platform Will Benefit From Expanding Third Party Capacity2300Top Analyst NarrativesAN35.4% undervaluedAnalystConsensusTarget•4mo agoCapital Light Shift And Data Advantage Will Drive Durable Long Term Earnings Power4904AN21.4% undervaluedAnalystLowTarget•3mo agoData And AI Execution Risks May Soften Exchange Fee Potential Yet Still Support Upside1600AN59.4% undervaluedAnalystHighTarget•4mo agoFee-Based Specialty Insurance Platform Will Benefit From Expanding Third Party Capacity2300View all narrativesAccelerant Holdings 競合他社Baldwin Insurance GroupSymbol: NasdaqGS:BWINMarket cap: US$2.9bHagertySymbol: NYSE:HGTYMarket cap: US$3.4bGoosehead InsuranceSymbol: NasdaqGS:GSHDMarket cap: US$1.5bYuanbaoSymbol: NasdaqGM:YBMarket cap: US$720.7m価格と性能株価の高値、安値、推移の概要Accelerant Holdings過去の株価現在の株価US$13.3652週高値US$31.1852週安値US$9.18ベータ01ヶ月の変化4.62%3ヶ月変化16.99%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-49.58%最新ニュースライブニュース • May 05Doubts Emerge Over Accelerant Holdings Marketplace Strength as Third-Party Growth SlowsAnalysts are questioning the resilience of Accelerant Holdings’ marketplace model, pointing to a fragile take-rate structure and heavy reliance on intercompany activity. Reported platform economics are under scrutiny, as a large portion of gross written premiums is linked to the company’s own insurance underwriting operations. Growth in third-party gross written premiums is slowing, raising concerns about the durability of earnings, especially with a potential softening in the specialty P&C market flagged for 2026. For investors, the key issue is how much of Accelerant’s reported marketplace scale and economics truly reflects independent third-party activity versus business generated within its own group. A higher mix of intercompany transactions can make take rates and margins look healthier than those supported purely by external partners, which is what critics are highlighting. The mention of decelerating third-party gross written premiums suggests that the part of the business most associated with external demand is under pressure. If the specialty P&C market does soften in 2026 as some expect, that may test how well the company’s model holds up when pricing and volume conditions are less favorable. Investors may want to track disclosures around third-party versus intercompany premium flows and how Accelerant explains the sustainability of its earnings profile.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, 2026Board Change • Mar 31Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Kunal Arora was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 19Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$7.49 loss per share (down from US$13.71 profit in FY 2024). Revenue: US$912.9m (up 63% from FY 2024). Net loss: US$1.43b (down US$1.45b from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Insurance industry in the US.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.最新情報をもっと見るRecent updatesライブニュース • May 05Doubts Emerge Over Accelerant Holdings Marketplace Strength as Third-Party Growth SlowsAnalysts are questioning the resilience of Accelerant Holdings’ marketplace model, pointing to a fragile take-rate structure and heavy reliance on intercompany activity. Reported platform economics are under scrutiny, as a large portion of gross written premiums is linked to the company’s own insurance underwriting operations. Growth in third-party gross written premiums is slowing, raising concerns about the durability of earnings, especially with a potential softening in the specialty P&C market flagged for 2026. For investors, the key issue is how much of Accelerant’s reported marketplace scale and economics truly reflects independent third-party activity versus business generated within its own group. A higher mix of intercompany transactions can make take rates and margins look healthier than those supported purely by external partners, which is what critics are highlighting. The mention of decelerating third-party gross written premiums suggests that the part of the business most associated with external demand is under pressure. If the specialty P&C market does soften in 2026 as some expect, that may test how well the company’s model holds up when pricing and volume conditions are less favorable. Investors may want to track disclosures around third-party versus intercompany premium flows and how Accelerant explains the sustainability of its earnings profile.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, 2026Board Change • Mar 31Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Kunal Arora was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 19Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$7.49 loss per share (down from US$13.71 profit in FY 2024). Revenue: US$912.9m (up 63% from FY 2024). Net loss: US$1.43b (down US$1.45b from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Insurance industry in the US.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.Seeking Alpha • Feb 14Accelerant Holdings: An Insurance Marketplace Trading Like A Broken IPOSummary Accelerant’s specialty insurance exchange is scaling, connecting underwriters with risk capital. ARX shares look undervalued versus earnings power, even assuming little near-term growth. The hybrid model adds complexity, but fees plus selective risk retention can drive profits. Read the full article on Seeking Alpha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新しいナラティブ • Jan 23Data And AI Execution Risks May Soften Exchange Fee Potential Yet Still Support UpsideCatalysts About Accelerant Holdings Accelerant Holdings operates a specialty insurance risk exchange that connects niche underwriters with risk capital providers and earns primarily fee-based revenue. What are the underlying business or industry changes driving this perspective?Major Estimate Revision • Nov 21Consensus EPS estimates fall by 12%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$900.6m to US$920.2m. Forecast EPS reduced from -US$6.21 to -US$6.96 per share. Insurance industry in the US expected to see average net income growth of 9.9% next year. Consensus price target broadly unchanged at US$21.13. Share price fell 4.4% to US$12.96 over the past week.Recent Insider Transactions • Nov 19Co-Founder recently bought US$999k worth of stockOn the 14th of November, Jeffrey Radke bought around 74k shares on-market at roughly US$13.48 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Jeffrey's only on-market trade for the last 12 months.Reported Earnings • Nov 13Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$6.99 loss per share (down from US$0.049 profit in 3Q 2024). Revenue: US$267.4m (up 74% from 3Q 2024). Net loss: US$1.44b (down US$1.45b from profit in 3Q 2024). Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Insurance industry in the US.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, 2025Reported Earnings • Aug 31Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$0.053. Net income: US$8.80m (up US$8.80m from 2Q 2024). Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 50%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Insurance industry in the US.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お知らせ • Jul 24Accelerant Holdings has completed an IPO in the amount of $723.684192 million.Accelerant Holdings has completed an IPO in the amount of $723.684192 million. Security Name: Class A Common Shares Security Type: Common Stock Securities Offered: 34,461,152 Price\Range: $21 Discount Per Security: $1.155 Transaction Features: Reserved Share Offering株主還元ARXUS InsuranceUS 市場7D2.9%-0.7%2.6%1Yn/a-10.0%26.2%株主還元を見る業界別リターン: ARXがUS Insurance業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: ARX US市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is ARX's price volatile compared to industry and market?ARX volatilityARX Average Weekly Movement8.3%Insurance Industry Average Movement4.3%Market Average Movement7.2%10% most volatile stocks in US Market16.1%10% least volatile stocks in US Market3.2%安定した株価: ARX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ARXの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト2018862Jeff Radkewww.accelerant.aiアクセラント・ホールディングスはその子会社とともに、厳選されたスペシャルティ保険のアンダーライターとリスク・キャピタル・パートナーをつなぐデータ主導型のリスク・エクスチェンジを運営している。エクスチェンジ・サービス事業、MGA事業、引受事業を通じて事業を展開している。エクスチェンジ・サービス部門は、リスク・エクスチェンジと、会員およびリスク・キャピタル・パートナーのニーズに応える様々なテクノロジー、データ収集、代理店業務を組み込んだ運営プラットフォームで構成されている。リスク・キャピタル・パートナーは、リスク・エクスチェンジを通じて保険料を直接引き受け、その引き受け業務の調達、管理、モニタリングのために、一定料率の出来高ベースの手数料を当社に支払っている。MGA事業部門には、主に保険契約のポートフォリオを組成し、引き受けることで会員から得られる手数料が含まれ、サービス提供に関連する経費は控除される。保険引受部門は、連結保険会社および再保険会社が発行または引き受けた保険契約の引受および再保険契約の引受に従事している。保険会社の活動には、損害保険、傷害保険、保険証券の発行、再保険の手配などが含まれる。主に米国、欧州、カナダ、オーストラリア、英国の中小規模の商業顧客にサービスを提供している。アクセラント・ホールディングスは2018年に設立され、ケイマン諸島のグランドケイマンを拠点としている。もっと見るAccelerant Holdings 基礎のまとめAccelerant Holdings の収益と売上を時価総額と比較するとどうか。ARX 基礎統計学時価総額US$2.93b収益(TTM)-US$1.42b売上高(TTM)US$856.30m3.5xP/Sレシオ-2.1xPER(株価収益率ARX は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計ARX 損益計算書(TTM)収益US$856.30m売上原価US$284.30m売上総利益US$572.00mその他の費用US$2.00b収益-US$1.42b直近の収益報告Dec 31, 2025次回決算日May 13, 2026一株当たり利益(EPS)-6.41グロス・マージン66.80%純利益率-166.41%有利子負債/自己資本比率16.7%ARX の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation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2026/05/11 17:46終値2026/05/11 00:00収益2025/12/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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 9 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。12 アナリスト機関Michael ZaremskiBMO Capital Markets Equity Researchnull nullBMO Capital Markets Equity ResearchMatthew CarlettiCitizens JMP Securities, LLC9 その他のアナリストを表示
ライブニュース • May 05Doubts Emerge Over Accelerant Holdings Marketplace Strength as Third-Party Growth SlowsAnalysts are questioning the resilience of Accelerant Holdings’ marketplace model, pointing to a fragile take-rate structure and heavy reliance on intercompany activity. Reported platform economics are under scrutiny, as a large portion of gross written premiums is linked to the company’s own insurance underwriting operations. Growth in third-party gross written premiums is slowing, raising concerns about the durability of earnings, especially with a potential softening in the specialty P&C market flagged for 2026. For investors, the key issue is how much of Accelerant’s reported marketplace scale and economics truly reflects independent third-party activity versus business generated within its own group. A higher mix of intercompany transactions can make take rates and margins look healthier than those supported purely by external partners, which is what critics are highlighting. The mention of decelerating third-party gross written premiums suggests that the part of the business most associated with external demand is under pressure. If the specialty P&C market does soften in 2026 as some expect, that may test how well the company’s model holds up when pricing and volume conditions are less favorable. Investors may want to track disclosures around third-party versus intercompany premium flows and how Accelerant explains the sustainability of its earnings profile.
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
Board Change • Mar 31Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Kunal Arora was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 19Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$7.49 loss per share (down from US$13.71 profit in FY 2024). Revenue: US$912.9m (up 63% from FY 2024). Net loss: US$1.43b (down US$1.45b from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Insurance industry in the US.
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.
ライブニュース • May 05Doubts Emerge Over Accelerant Holdings Marketplace Strength as Third-Party Growth SlowsAnalysts are questioning the resilience of Accelerant Holdings’ marketplace model, pointing to a fragile take-rate structure and heavy reliance on intercompany activity. Reported platform economics are under scrutiny, as a large portion of gross written premiums is linked to the company’s own insurance underwriting operations. Growth in third-party gross written premiums is slowing, raising concerns about the durability of earnings, especially with a potential softening in the specialty P&C market flagged for 2026. For investors, the key issue is how much of Accelerant’s reported marketplace scale and economics truly reflects independent third-party activity versus business generated within its own group. A higher mix of intercompany transactions can make take rates and margins look healthier than those supported purely by external partners, which is what critics are highlighting. The mention of decelerating third-party gross written premiums suggests that the part of the business most associated with external demand is under pressure. If the specialty P&C market does soften in 2026 as some expect, that may test how well the company’s model holds up when pricing and volume conditions are less favorable. Investors may want to track disclosures around third-party versus intercompany premium flows and how Accelerant explains the sustainability of its earnings profile.
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
Board Change • Mar 31Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Kunal Arora was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 19Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$7.49 loss per share (down from US$13.71 profit in FY 2024). Revenue: US$912.9m (up 63% from FY 2024). Net loss: US$1.43b (down US$1.45b from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Insurance industry in the US.
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.
Seeking Alpha • Feb 14Accelerant Holdings: An Insurance Marketplace Trading Like A Broken IPOSummary Accelerant’s specialty insurance exchange is scaling, connecting underwriters with risk capital. ARX shares look undervalued versus earnings power, even assuming little near-term growth. The hybrid model adds complexity, but fees plus selective risk retention can drive profits. Read the full article on Seeking Alpha
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
新しいナラティブ • Jan 23Data And AI Execution Risks May Soften Exchange Fee Potential Yet Still Support UpsideCatalysts About Accelerant Holdings Accelerant Holdings operates a specialty insurance risk exchange that connects niche underwriters with risk capital providers and earns primarily fee-based revenue. What are the underlying business or industry changes driving this perspective?
Major Estimate Revision • Nov 21Consensus EPS estimates fall by 12%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$900.6m to US$920.2m. Forecast EPS reduced from -US$6.21 to -US$6.96 per share. Insurance industry in the US expected to see average net income growth of 9.9% next year. Consensus price target broadly unchanged at US$21.13. Share price fell 4.4% to US$12.96 over the past week.
Recent Insider Transactions • Nov 19Co-Founder recently bought US$999k worth of stockOn the 14th of November, Jeffrey Radke bought around 74k shares on-market at roughly US$13.48 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Jeffrey's only on-market trade for the last 12 months.
Reported Earnings • Nov 13Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$6.99 loss per share (down from US$0.049 profit in 3Q 2024). Revenue: US$267.4m (up 74% from 3Q 2024). Net loss: US$1.44b (down US$1.45b from profit in 3Q 2024). Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Insurance industry in the US.
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
Reported Earnings • Aug 31Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$0.053. Net income: US$8.80m (up US$8.80m from 2Q 2024). Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 50%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Insurance industry in the US.
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
お知らせ • Jul 24Accelerant Holdings has completed an IPO in the amount of $723.684192 million.Accelerant Holdings has completed an IPO in the amount of $723.684192 million. Security Name: Class A Common Shares Security Type: Common Stock Securities Offered: 34,461,152 Price\Range: $21 Discount Per Security: $1.155 Transaction Features: Reserved Share Offering