ARX Accelerant Holdings
USFinancial ServicesAs of 2026-07-10 16:00
Why ARX matters now
Accelerant Holdings (ARX) is a US stock in Financial Services. The latest InvestLog snapshot shows $12.64 with -0.63% on the session and $2.76B in market capitalization; recent performance reads 1-month -21.46% and YTD -20.55%.
The latest financial table shown here is Q1 2026, with revenue of $192.8M, net income of $-5.2M, and EPS of $-0.02. Investors can compare that operating picture with valuation signals such as P/E unavailable and FCF yield 11.3%.
The latest indexable market news headline is "Accelerant's Growth Story Hinges on Fee-Based Momentum" from Zacks Investment Research.
Additional event context on this page matters because analyst consensus is Buy with a median target of $19.00; recent insider activity includes Little Paul Christopher filing A-Award. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
—
PEG
—
P/B
4.16
P/S
3.20
EV/EBITDA
-1.14
DCF Value
$-489.29
FCF Yield
11.3%
Div Yield
0.0%
Margins & Returns
Gross Margin
65.8%
Operating Margin
-150.5%
Net Margin
-154.0%
ROE
-217.1%
ROA
-15.9%
ROIC
32.9%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $192.8M | $-5.2M | $-0.02 |
| Q4 2025 | $209.4M | $-600.0K | $-0.00 |
| FY 2025 | $879.5M | $-1.35B | $-7.49 |
| Q3 2025 | $280.7M | $-1.37B | $-6.99 |
Analyst Ratings
Consensus
Buy
Target (Consensus)
$18.20
Target (Median)
$19.00
Target Range
$16.00 - $20.00
Trading Activity
Insider Trades
Related Stocks
Latest News
Company Info
Sector
Financial Services
Industry
Insurance - Brokers
Country
US
Exchange
—
Beta
-0.77
Accelerant Holdings, along with its affiliated entities, operates a specialized, data-driven risk exchange that bridges selected specialty insurance underwriters with risk capital providers. The Exchange Services segment centers on this risk exchange, functioning as an integrated platform that incorporates various technological solutions, data ingestion processes, and agency functions, all designed to support its members and risk capital collaborators. Risk capital partners, who underwrite policies directly through this Exchange, pay Accelerant a fixed-percentage, volume-based fee in exchange for the sourcing, management, and monitoring of the business they write. The MGA Operations segment accounts for the fees earned by members, predominantly from originating and underwriting diverse insurance portfolios, net of the costs associated with providing these services. The Underwriting segment is responsible for the direct underwriting of insurance policies and the assumption of reinsurance policies issued or accepted by consolidated insurance companies. This Underwriting segment represents a key strategic asset, granting access to portfolios for both current and prospective risk capital partners. The company's insurance activities encompass property and casualty coverage, policy issuance, and reinsurance arrangements. Accelerant focuses on small to medium-sized commercial clients, primarily operating across the United States, Europe, Canada, and the United Kingdom. Founded in 2018, the company is headquartered in Grand Cayman, Cayman Islands.