Accelerant Holdings
ARX
NYSE·Financial Services·Insurance - Property & Casualty·Mkt cap $4.3B
$19.88
▲ +0.91%
P/E
-2.98
Mkt Cap
$4.3B
52-Wk Range
$9.18–$20.51
52-Week Range
$9.18 - $20.51
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 1.7% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Proprietary data-driven risk exchange technology platform
- Established network of specialty insurance underwriters and risk capital partners
- Asset-light, recurring fee-based business model with high margins
- Specialized focus on small-to-medium commercial clients across multiple geographies
Bear Case
2 risks
- Low volatility (beta -0.4).
- Growth premium of 1.4x vs Insurance Brokers & Agencies peers. Reasonable for this growth rate.
Growth
Turning profitable
Expansion of risk capital partners and member base on the exchange platform
Value
Growth premium of 1.4x vs Insurance Brokers & Agencies peers. Reasonable for this growth rate.
Momentum
Hot
+38.8% over 3m
Quality
Excellent
Emerging growth company (59% revenue growth). Early stage with higher risk.
Dividend
None
No dividend
Smart-money signal
Who's buying ARX right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 11, 2026
AUG 13, 2026
Reported EPS of $0.32 vs $0.16 consensus (+96.4% surprise). Revenue of $356.9M vs $279.2M expected (+27.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+96.4%
Revenue trend · last 8Q
—
—
+32%
+55%
+83%
+6%
+64%
+75%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$144.4M
$168.0M
$166.5M
$197.3M
$264.5M
$178.5M
$273.3M
$356.9M
Margins · last 8Q
Gross
-31.1%
Operating
-0.6%
Profit
22.1%
Wall Street consensus
10 analysts · 40% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
40%
Hold
60%
Sell
0%
Median Price Target
—
Latest: Raymond James · Aug 17, 2026
vs Industry
How ARX stacks vs Insurance - Property & Casualty
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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