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Accelerant Holdings Class A (ARX)
NYSE:ARX
ARX Stock Chart & Stats
$11.39
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Market closed
$11.39
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Day’s Range― - ―
52-Week Range$10.94 - $31.18
Previous CloseN/A
VolumeN/A
Average Volume (3M)1.05M
Market Cap
$2.53B
Enterprise Value$960.38M
Total Cash (Recent Filing)$1.74B
Total Debt (Recent Filing)$121.90M
Price to Earnings (P/E)―
Beta1.39
Next Earnings
Mar 19, 2026EPS Estimate
0.16Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.38
Shares Outstanding114,578,610
10 Day Avg. Volume1,351,637
30 Day Avg. Volume1,052,896
Financial Highlights & Ratios
PEG Ratio-1.04
Price to Book (P/B)10.76
Price to Sales (P/S)7.52
P/FCF Ratio5.86
Enterprise Value/Market Cap0.38
Enterprise Value/Revenue1.17
Enterprise Value/Gross Profit1.77
Enterprise Value/Ebitda7.86
Forecast
1Y Price Target
$19.70Price Target Upside72.96% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering9
EPS Forecast (FY)0.64
Revenue Forecast (FY)$1.03B
Bulls Say, Bears Say
Bulls Say
Attractive ValuationThe stock trades at a discount to distributor peers on 2026 EV/EBITDA, which could draw investor interest if earnings compound as projected.
Contracted Premium VisibilityManagement indicates most of the third-party premium expected in 2026 is already under contract, providing clear visibility into upcoming revenue and reducing execution risk.
Third-party Revenue MixManagement plans to increase the share of third-party direct underwriters to about two-thirds of the platform, which could accelerate higher-margin revenue recognition and support adjusted EBITDA growth.
Bears Say
Carrier DeparturesDepartures of some direct writers from the exchange create uncertainty about the platform's underwriting capacity and could pressure premium flow.
Disclosure Gaps On Cash FlowManagement's omission of cash flow details from capital-light subsidiaries reduces transparency into true liquidity and complicates investor assessment.
Earnings Outlook PressureAnalysts trimmed the 2026 adjusted EBITDA estimate due to a lower MGA operations take-rate, indicating potential headwinds to profit margins.
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 $10.94 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 $2.53B.
When is Accelerant Holdings Class A’s upcoming earnings report date?
Accelerant Holdings Class A’s upcoming earnings report date is Mar 19, 2026 which is in 35 days.
How were Accelerant Holdings Class A’s earnings last quarter?
Accelerant Holdings Class A released its earnings results on Nov 12, 2025. The company reported $0.38 earnings per share for the quarter, beating the consensus estimate of $0.216 by $0.164.
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 114,578,610 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 $0.38 in its last earnings report, beating expectations of $0.216. Following the earnings report the stock price went up 9.206%.
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
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
Q3 2025
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial picture: strong exchange written premium, very high net revenue retention (135%), robust member growth and pipeline, substantial improvement in adjusted EBITDA and margins, meaningful progress in diversifying third‑party capital (including a Lloyd's facility), and significant expansion of the company’s data assets. Lowlights were mostly transitional and nonrecurring: timing/implementation delays in moving premium to third‑party insurers, two atypical members that affected comparatives, concentration considerations with Hadron (being actively diversified), and sizeable one‑off IPO/GAAF accounting items that reduce GAAP clarity. Management provided concrete guidance and multi‑year targets (e.g., $5B EWP and $2.1B third‑party DWP for 2026) and emphasized platform momentum and margin durability.View all ARX earnings summariesARX Stock 12 Month Forecast
Average Price Target
$19.70
▲(72.96% Upside)
Technical Analysis
Ownership Overview
49.75% Insiders
15.01% Mutual Funds
0.05% Other Institutional Investors
33.04% Public Companies and
Individual Investors