US · Financial Services · Insurance - Specialty
EPS came in at 3.12 against a street estimate of 2.97 — a beat of 5.1%.
Analysts rate AXIS Capital Holdings Ltd a buy (8 buy, 4 hold, 0 sell out of 12) with an average price target of $120.64.
MIXED AXIS delivered strong growth, underwriting profitability and buybacks, but management flagged softer property and casualty markets and declined to guide 2027 growth. Q3 FY26 North American retail growth and submissions increased, while London benefited from AXIS’s lead positions in marine, A&H, and credit and political risk. Analysts focused on growth versus buybacks, margin effects from ACS and mix shift, market softening, cyber risk, capital efficiency, and investment income. Management defended simultaneous growth and repurchases while stressing underwriting discipline and declining to offer 2027 growth guidance. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| AQR Capital Management LLC | 5.80% |
| Dimensional Fund Advisors, Inc. | 5.25% |
| Vanguard Portfolio Management, LLC | 5.19% |
| BlackRock Inc | 4.71% |
| Vanguard Capital Management, LLC | 4.38% |
| T. Rowe Price Associates, Inc. | 4.38% |
| American Century Companies Inc | 2.95% |
| Jupiter Topco LLC | 2.49% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • AXIS Capital reported nine-month 2026 net income of $721,935, compared with $719,289 in 2025. • Net income available to common sh | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 gross premiums written rose 11.0% to $2,358,643; nine-month premiums rose 9.3% to $8,124,240. • Q3 net premiums earned in | 2026-10-28 |
| 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 |
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 |
| 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.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.