Accelerant Holdings

NYSE:ARX Stock Report

Market Cap: US$2.9b

Accelerant Holdings Management

Management criteria checks 1/4

Accelerant Holdings' CEO is Jeff Radke, appointed in Oct 2021, has a tenure of 4.58 years. total yearly compensation is $81.38M, comprised of 1.4% salary and 98.6% bonuses, including company stock and options. directly owns 12.85% of the company’s shares, worth $376.80M. The average tenure of the management team and the board of directors is 0.2 years and 4.6 years respectively.

Key information

Jeff Radke

Chief executive officer

US$81.4m

Total compensation

CEO salary percentage1.41%
CEO tenure4.6yrs
CEO ownership12.8%
Management average tenureless than a year
Board average tenure4.6yrs

Recent management updates

Recent updates

Seeking Alpha Feb 14

Accelerant Holdings: An Insurance Marketplace Trading Like A Broken IPO

Summary 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
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?

CEO Compensation Analysis

How has Jeff Radke's remuneration changed compared to Accelerant Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025US$81mUS$1m

-US$1b

Sep 30 2025n/an/a

-US$1b

Jun 30 2025n/an/a

US$44m

Mar 31 2025n/an/a

US$27m

Dec 31 2024US$3mUS$1m

US$27m

Sep 30 2024n/an/a

US$3m

Dec 31 2023US$2mUS$1m

-US$49m

Compensation vs Market: Jeff's total compensation ($USD81.38M) is above average for companies of similar size in the US market ($USD7.08M).

Compensation vs Earnings: Jeff's compensation has increased whilst the company is unprofitable.


CEO

Jeff Radke (56 yo)

4.6yrs
Tenure
US$81,383,137
Compensation

Mr. Jeffrey Lee Radke, also known as Jeff, is President and CEO of Accelerant Re I.I. He is a Founder of Accelerant Insurance Limited since 2018 and served as its CEO since 2020 until 2024. He is a Co-foun...


Leadership Team

NamePositionTenureCompensationOwnership
Jeffrey Radke
Co-Founder4.6yrsUS$81.38m12.85%
$ 376.8m
Christopher Lee-Smith
Co-Founder4.6yrsUS$27.93m7.95%
$ 233.1m
Francis O'Neill
Co-Founder & Chief Underwriting Officer7.7yrsUS$1.14m3.26%
$ 95.5m
Linda Huber
CFO, Principal Financial & Accounting Officerless than a yearno datano data
Matthew Sternberg
Chief Operating Officerless than a yearno data0.0026%
$ 75.4k
Pete Horst
Chief Technology Officerno datano datano data
Raymond Iardella
Head of Investor Relationsless than a yearno datano data
Cliff Jenks
General Counsel & Corporate Secretaryless than a yearno datano data
Chelsea Perkins
Chief Claims Officerno datano datano data
Ryan Schiller
Head of Strategyno datano datano data
0.2yrs
Average Tenure
53.5yo
Average Age

Experienced Management: ARX's management team is not considered experienced ( 0.2 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Jeffrey Radke
Co-Founder4.6yrsUS$81.38m12.85%
$ 376.8m
Christopher Lee-Smith
Co-Founder4.6yrsUS$27.93m7.95%
$ 233.1m
Keoni Schwartz
Director4.6yrsno datano data
Karen Meriwether
Independent Director1.3yrsUS$311.41k0.00024%
$ 7.0k
Paul Little
Independent Director3.8yrsUS$293.41kno data
Samuel Gaynor
Director4.6yrsno data0.0034%
$ 99.1k
Nancy Hasley
Director4.6yrsno data0.85%
$ 25.1m
Kunal Arora
Independent Directorless than a yearno datano data
4.6yrs
Average Tenure
56yo
Average Age

Experienced Board: ARX's board of directors are considered experienced (4.6 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 01:08
End of Day Share Price 2026/05/11 00:00
Earnings2025/12/31
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

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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 12 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