US · Financial Services · Insurance - Specialty
EPS came in at 2.84 against a street estimate of 3.23 — a miss of 12.1%.
Analysts rate AXIS Capital Holdings Ltd a buy (6 buy, 3 hold, 0 sell out of 9) with an average price target of $124.18.
MIXED AXIS posted 14.3% operating ROE and 15% YoY book value growth. Insurance grew 15% gross but loss ratios rose 1.7 pts from property weakness and casualty caution. Reinsurance declined 25% via disciplined cycle management. Q2 2026 North America wholesale remains core; London market maintains specialist lead positions. Delegated business flat in U.S.; ACS and Pet/Surety growth internationally. Analysts pressed hard on loss pick drivers (property vs casualty), MGA/RAC Re sustainability, and casualty reserve adequacy. Management distinguished property weakness (rates down 17–22%) from selective casualty pullback, signaled RAC Re MGU re-evaluation, and emphasized reserve strength but ongoing caution on long-tail. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| AQR Capital Management LLC | 6.76% |
| Vanguard Portfolio Management, LLC | 5.37% |
| Dimensional Fund Advisors, Inc. | 5.25% |
| BlackRock Inc | 4.87% |
| Vanguard Capital Management, LLC | 4.55% |
| American Century Companies Inc | 2.95% |
| Altrinsic Global Advisors LLC | 2.36% |
| HHG PLC | 2.34% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 AXIS CAPITAL HOLDINGS LIMITED — Q2 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $36.6 billion (June 30, 2026) vs. $34.5 billion (December | 2026-07-28 |
| Results announced · Q3 2026 AXIS CAPITAL HOLDINGS LIMITED – Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Net Income Available to Common Shareholders (6M 2026): $497.7 million, | 2026-07-28 |
| Board / officer change · Q2 2026 AXIS CAPITAL HOLDINGS LIMITED – FORM 8-K SUMMARY OTHER NOTABLE POINTS • Board Appointment: Pradip Patiath appointed to the Board of Directors effect | 2026-06-15 |
| Shareholder vote results · Q2 2026 AXIS CAPITAL HOLDINGS LIMITED – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual General Meeting held May 14, 2026 • Total votes cast (across proposals): | 2026-05-18 |
| Quarterly report · Q1 2026 AXIS CAPITAL HOLDINGS LIMITED — Q1 2026 FORM 10-Q SUMMARY --- HEADLINE NUMBERS • Net Income (Q1 2026): $254.8 million, up 31% from $194.1 million i | 2026-04-29 |
| Results announced · Q2 2026 AXIS CAPITAL HOLDINGS LIMITED – Q1 2026 FINANCIAL SUMMARY --- HEADLINE NUMBERS • Net income available to common shareholders: $247.2 million (Q1 20 | 2026-04-29 |
| Proxy statement · Q2 2026 AXIS CAPITAL HOLDINGS LIMITED – PROXY SUMMARY FOR RETAIL INVESTORS WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect three Class II directors (ser | 2026-04-02 |
| Annual report FY2025 AXIS CAPITAL HOLDINGS LIMITED – 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Common shareholders' equity: $5.8 billion (as of December 31, 2025) • | 2026-02-27 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.44 / share ex-date Sep 30, 2026 · pay Oct 15, 2026 | 2026-09-30 |
| Dividend | $0.44 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.44 / share ex-date Mar 31, 2026 · pay Apr 15, 2026 | 2026-03-31 |
| Dividend | $0.44 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
| Dividend | $0.44 / share ex-date Sep 30, 2025 · pay Oct 17, 2025 | 2025-09-30 |
| Announcement | Date |
|---|---|
| Stock repurchase agreement to buy 2.4M shares for $238M AXIS Capital Holdings Limited announced on November 19, 2025, that it repurchased 2,404,133 shares from T-VIII PubOpps LP (an investment vehicle managed by Stone Point Capital LLC) for appro | 2025-11-21 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for AXIS Capital Holdings Ltd — free to start.
Google PlayApp StoreData updated 2026-09-18.