Accelerant Holdings Class A (ARX)
NYSE:ARX
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ARX Stock Chart & Stats
$14.09
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Market closed
$14.09
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Day’s Range― - ―
52-Week Range$9.18 - $31.18
Previous CloseN/A
VolumeN/A
Average Volume (3M)1.22M
Market Cap
$2.93B
Enterprise Value$1.23B
Total Cash (Recent Filing)$2.47B
Total Debt (Recent Filing)$121.30M
Price to Earnings (P/E)―
Beta0.75
Next Earnings
May 13, 2026EPS Estimate
0.16Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-6.91
Shares Outstanding116,757,860
10 Day Avg. Volume1,296,554
30 Day Avg. Volume1,224,608
Financial Highlights & Ratios
PEG Ratio<0.01
Price to Book (P/B)4.46
Price to Sales (P/S)3.54
P/FCF Ratio7.71
Enterprise Value/Market Cap0.42
Enterprise Value/Revenue1.42
Enterprise Value/Gross Profit2.12
Enterprise Value/Ebitda-1.00
Forecast
1Y Price Target
$15.94Price Target Upside13.11% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering9
EPS Forecast (FY)0.68
Revenue Forecast (FY)$1.03B
Bulls Say, Bears Say
Bulls Say
Business Mix Shift And Cash Flow ConversionAnalyst emphasizes a strategic shift toward capital-light exchange and third-party insurance businesses, improving cash-flow conversion and capital efficiency that can justify a higher valuation for those segments.
Capital Allocation / Share BuybacksAnalyst highlights a share repurchase program supported by substantial unrestricted capital and free cash flow from non-underwriting segments, which could reduce share count and support shareholder value.
Member Growth And PartnershipsAnalyst notes membership growth consistently outpaces management expectations and expansion of third-party partnerships, with each new member meaningfully increasing revenue and reinforcing growth momentum.
Bears Say
Profitability And MarginsAnalyst's model projects higher revenue but slightly lower adjusted profit margins while earnings-per-share forecasts remain essentially unchanged, suggesting constrained near-term profitability improvement.
Underwriting Premium GrowthAnalyst finds underwriting premium growth has lagged expectations, which could weigh on top-line performance and pressure underwriting margins.
Valuation Pressure From PeersAnalyst reduced the target price after revaluing peer multiples, indicating sector-wide de-rating may limit upside even as company fundamentals improve.
Accelerant Holdings Class A News
ARX FAQ
What was Accelerant Holdings Class A’s price range in the past 12 months?
Accelerant Holdings Class A lowest stock price was $9.18 and its highest was $31.18 in the past 12 months.
What is Accelerant Holdings Class A’s market cap?
Accelerant Holdings Class A’s market cap is $2.93B.
When is Accelerant Holdings Class A’s upcoming earnings report date?
Accelerant Holdings Class A’s upcoming earnings report date is May 13, 2026 which is in 9 days.
How were Accelerant Holdings Class A’s earnings last quarter?
Accelerant Holdings Class A released its earnings results on Mar 18, 2026. The company reported $0.23 earnings per share for the quarter, beating the consensus estimate of $0.189 by $0.041.
Is Accelerant Holdings Class A overvalued?
According to Wall Street analysts Accelerant Holdings Class A’s price is currently Undervalued.
Does Accelerant Holdings Class A pay dividends?
Accelerant Holdings Class A does not currently pay dividends.
What is Accelerant Holdings Class A’s EPS estimate?
Accelerant Holdings Class A’s EPS estimate is 0.16.
How many shares outstanding does Accelerant Holdings Class A have?
Accelerant Holdings Class A has 116,757,860 shares outstanding.
What happened to Accelerant Holdings Class A’s price movement after its last earnings report?
Accelerant Holdings Class A reported an EPS of $0.23 in its last earnings report, beating expectations of $0.189. Following the earnings report the stock price went up 4.46%.
Which hedge fund is a major shareholder of Accelerant Holdings Class A?
Currently, no hedge funds are holding shares in ARX
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Accelerant Holdings Class A Stock Smart Score
Neutral
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Company Description
Accelerant Holdings Class A
Accelerant Holdings, together with its subsidiaries, operate a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners. The Exchange Services segment consists of risk exchange, its operating platform that incorporates various technology, data ingestion, and agency operations that serve the needs of its members and risk capital partners. Its Risk capital partners write premiums directly through the Risk Exchange pay us a fixed-percentage, volume-based fee for sourcing, managing, and monitoring the business they write. The MGA Operations segment includes the fees earned by members, predominantly for originating and underwriting a portfolio of insurance policies, reduced by the expenses associated with providing services. The Underwriting segment is involved in underwriting insurance policies and assumption of reinsurance policies issued or accepted by consolidated insurance companies. Its Underwriting segment is a strategic asset that enables access to portfolio for current and prospective risk capital partners. The activities of insurance companies include property and casualty insurance, policy issuance, and reinsurance arrangements. The company focuses on small-to-medium sized commercial clients primarily in the United States, Europe, Canada, and the United Kingdom. The company was founded in 2018 and is based in Grand Cayman, the Cayman Islands.
ARX Company Deck
ARX Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call conveyed broad, measurable operational and financial momentum: strong premium and revenue growth, expanding adjusted EBITDA and margins, accelerating third‑party capital adoption, healthy member additions and robust cash generation. The company emphasized a durable AI/data competitive advantage and provided constructive 2026 guidance while taking steps to return capital (share buyback). The main headwinds mentioned were the near‑term comparability effects of terminating a large low‑margin member, low net retention in the underwriting book (by design as the business shifts to fee‑based capital partners), some one‑time gains and Mission‑related cash outlays, and the normal execution risk and long sales cycles associated with scaling third‑party insurer relationships. Overall, positives materially outweighed the negatives.View all ARX earnings summariesARX Stock 12 Month Forecast
Average Price Target
$15.94
▲(13.11% Upside)
Technical Analysis
Ownership Overview
49.21% Insiders
13.34% Mutual Funds
<0.01% Other Institutional Investors
33.89% Public Companies and
Individual Investors