Accelerant Holdings

NYSE:ARX Stock Report

Market Cap: US$3.0b

Accelerant Holdings Dividends and Buybacks

Dividend criteria checks 0/6

Accelerant Holdings does not have a record of paying a dividend.

Key information

n/a

Dividend yield

-12.6%

Buyback Yield

Total Shareholder Yield-12.6%
Future Dividend Yield0%
Dividend Growthn/a
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ration/a

Recent dividend and buyback updates

Recent updates

Narrative Update Jun 26

ARX: Tech-Driven MGA Marketplace And Buybacks Will Support Future Upside

Analysts have reduced their price target for Accelerant Holdings to $16 from $17 as they reset assumptions around revenue growth, profit margins, and future P/E expectations while also applying a slightly higher discount rate. What’s in the News for Accelerant Holdings Accelerant Holdings operates a tech-enabled MGA marketplace that connects managing general agents and risk capital partners using data analytics and machine learning, according to recent coverage of the company’s business model.
Seeking Alpha May 29

Accelerant Holdings Is Gaining Traction

Summary Accelerant Holdings delivers robust growth, with FY25 exchange premiums up 35%, revenues up 51%, and adjusted EBITDA up 149%, driven by its capital-light, AI-powered platform. ARX's AI-driven underwriting and proprietary data moat enable superior risk selection, evidenced by a 51% gross loss ratio and high operating leverage, supporting scalable, high-margin growth. The shift to third-party capital accelerated, with only 9% of premiums retained and 40% of Q4 EWP written by partners, positioning ARX for surplus capital and durable free cash flow. Shares trade at 9x FY26 EV/EBITDA; despite minor GAAP/non-GAAP gaps, ongoing Mission equity buybacks and a $200M buyback program reinforce long-term alignment and value creation. Read the full article on Seeking Alpha
New Narrative Jan 23

Data And AI Execution Risks May Soften Exchange Fee Potential Yet Still Support Upside

Catalysts 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?

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: Insufficient data to determine if ARX's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if ARX's dividend payments have been increasing.


Dividend Yield vs Market

Accelerant Holdings Dividend Yield vs Market
How does ARX dividend yield compare to the market?
SegmentDividend Yield
Company (ARX)n/a
Market Bottom 25% (US)1.3%
Market Top 25% (US)4.1%
Industry Average (Insurance)2.4%
Analyst forecast (ARX) (up to 3 years)0%

Notable Dividend: Unable to evaluate ARX's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate ARX's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Earnings Payout to Shareholders

Earnings Coverage: Insufficient data to calculate ARX's payout ratio to determine if its dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: Unable to calculate sustainability of dividends as ARX has not reported any payouts.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 05:26
End of Day Share Price 2026/07/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Accelerant Holdings is covered by 11 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael ZaremskiBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research
Matthew CarlettiCitizens JMP Securities, LLC