Accelerant Holdings ARX

19.75 0.01 0.05% as of 25 Sep
Market cap
$4.3B
P/E
0.0×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 1.89
Total sells 21.58
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — 5 1 — — — — — — — — —
Sell — — — — — 1 — — 5 7 5 —
Insider Ownership 72.90%

Capital & Financial Ratios

Market Cap 4,290.00
Revenue 1,146.00
Net Income (1,290.20)
Free Cash Flow 1.80
Net Debt (1,536.20)
Current Ratio 1.51
Debt/Equity 0.16
P/E ratio 0.00
P/S ratio 3.76
P/B ratio 5.80
Past 5Y EPS Growth —
This Y EPS Growth (4.84%)
Next Y EPS Growth 4.34%
Next 5Y EPS Growth 8.95%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 775 1,273 1,799 1,656
Receivables 2,005 3,420 4,573 5,025
Inventory — — — —
Other — — — —
2,781 4,693 6,372 6,682
2023 2024 2025 Q'26
Payables 1,766 3,312 3,977 4,416
ST’ Debt — — — —
Other — — — —
1,766 3,312 3,977 4,416
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — —
Cash Flow — — —
Earnings — — —
Book Value — — —

Revenue

Mar Jun Sep Dec Year
’26 273 357 — — —
’25 178 219 267 248 913
’24 128 130 154 191 603
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (21) (69) — — —
’25 92 218 74 62 445
’24 144 123 276 242 786
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (28) (82) — — —
’25 85 207 61 50 404
’24 139 115 265 233 751
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (0.02) 0.36 — — —
’25 0.03 0.04 (6.99) 0.00 (7.49)
’24 0.01 (0.06) 0.05 0.11 0.11
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

3
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — — — — 11.20

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — — — — 31.18
High Price
— — — — — — — — 451 574
Employees
— — — — — — — 0 1 2
Revenue/Emp
— — — — — — — 344 603 913
Revenue
— — — — — — — 100.00% 100.00% 100.00%
Gross Margin
— — — — — — — (44) 32 (1,322)
EBT
— — — — — — — (12.76%) 5.31% (144.80%)
EBT Margin
— — — — — — — (64) 23 (1,345)
Net Income
— — — — — — — 15 27 35
Depreciation
— — — — — — — 2.08 3.63 4.80
Revenue/Sh
— — — — — — — (0.39) 0.14 (7.49)
Earnings/Sh
— — — — — — — 1.75 4.73 2.34
Cash Flow/Sh
— — — — — — — (0.20) (0.21) (0.22)
Capex/Sh
— — — — — — — 1.55 4.53 2.12
Free CF/Sh
— — — — — — — 1.73 1.94 3.82
Book Value/Sh
— — — — — — — 166 166 190
Shares
— — — — — — — 97.86 97.86 0.00
PE Ratio
— — — — — — — 5.94 5.94 3.41
PS Ratio
— — — — — — — 0.00 0.00 4.28
PB Ratio
— — — — — — — 4.14 4.14 1.57
EV/Sales
— — — — — — — 3.89 3.89 3.55
EV/FCF
— — — — — — — 290 786 445
Op' Cash Flow
— — — — — — — (33) (34) (41)
Capex
— — — — — — — 257 751 404
FCF
— — — — — — — 1,015 1,381 2,395
Working Cap'
— — — — — — — 120 121 121
Total Debt
— — — — — — — (655) (1,152) (1,678)
Net Debt
— — — — — — — 287 323 726
Sh' Equity
— — — — — — — 0.00% 0.55% (19.85%)
ROA
— — — — — — — 0.00% 0.00% 0.00%
ROIC
— — — — — — — 0.00% (35.26%) (427.16%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Accelerant Holdings (ARX) key facts

  • Accelerant Holdings (ARX) is an Insurance Brokers company in the Financial sector, listed on the New York Stock Exchange.
  • Accelerant Holdings' revenue for fiscal 2025 (year ended December 2025) was $912.9 million, up 51.5% from fiscal 2024.
  • As of September 25, 2026, ARX traded at $19.75, a market capitalization of $4.3 billion.
  • Return on equity was −427.2% and debt-to-equity 0.16.

Source: company filings (standardised) and stockrow calculations.

Accelerant Holdings (ARX) Latest News

News by impact score

Fine-tune

23 Sep

4

Accelerant Holdings (NYSE: ARX) says the 40-day go-shop period has expired without any alternative bids as part of a merger with affiliates of Thoma Bravo for an all-cash transaction with an enterprise value over $4 billion. The deal, which is expected to close in the first half of 2027, would take Accelerant private and delist its shares from the NYSE, subject to shareholder and regulatory approvals. During the go-shop, Accelerant did not receive any proposals. The merger materials and proxy statements will be filed with the SEC, and disclosures regarding the Accelerant Risk Exchange—its data-driven platform for managing general agents and risk capital—remain under consideration as part of the transaction process. Go-private deal by a major sponsor with no competing bids signals a significant strategic shift and potential re-rating, contingent on regulatory and shareholder approvals.

6 Sep

3

Peer-reviewed study of 411 patients shows low infection rates with Myriad™ in complex soft tissue reconstruction. Positive clinical study data on Myriad™ supports potential gains in product adoption and revenue.

4 Sep

4

Accelerant Holdings enters take-private deal that prompts questions on insurance stock valuations and sector outlook. Take-private transaction removes ARX from public markets and resets its strategic trajectory.

2 Sep

5

Shell completes acquisition of ARC Resources. Shell acquisition of ARC Resources transforms ownership structure and long-term trajectory for the company.

5

ARC Resources Ltd. closes its acquisition by Shell Plc. Acquisition by Shell Plc. transforms ARC Resources Ltd. competitive position and long-term outlook.

27 Aug

3

S&P Dow Jones Indices announces changes to the S&P/TSX Composite Index involving Accelerant Holdings (ARX). Index membership changes can drive moderate passive fund flows and short-term price effects for ARX.

25 Aug

3

ARC Resources Ltd. receives Investment Canada Act approval. Regulatory approval enables potential investment or expansion activities for ARC Resources Ltd.

17 Aug

4

Accelerant Holdings (ARX) is going private one year after its IPO. Going private represents a major strategic shift that removes Accelerant from public markets and alters its ownership and reporting requirements.

16 Aug

4

Accelerant Holdings (ARX) shares surged 57% after a buyer placed a substantial bet on the firm. Major buyer investment drives 57% stock surge and signals likely strategic shifts for Accelerant Holdings.

14 Aug

5

Accelerant Holdings (ARX) will go private in a $4 billion all-cash deal. The $4 billion all-cash privatization removes ARX from public markets and alters its ownership and reporting structure.

3

AM Best places credit ratings of Accelerant Holdings’ rated subsidiaries under review with developing implications. Credit rating review creates uncertainty that may affect financing costs and investor sentiment for Accelerant Holdings.

13 Aug

5

Accelerant Holdings (ARX) surges 43% on all-cash buyout offer. All-cash buyout offer transforms Accelerant Holdings ownership structure and future prospects.

5

Thoma Bravo is acquiring Accelerant Holdings in a $4 billion deal to take the company private. The $4 billion buyout by Thoma Bravo will take Accelerant private and end its status as a publicly traded company.

5

Accelerant Holdings (ARX) has entered into a definitive agreement to be acquired by Thoma Bravo. Acquisition by Thoma Bravo fundamentally redefines Accelerant Holdings ownership and long-term trajectory.

4

Accelerant Holdings (ARX) released its second quarter 2026 financial results. Quarterly results announcements deliver key financial metrics that can materially shift investor sentiment and valuation.

4

Accelerant Holdings (ARX) will go private in a $4.4B deal with Thoma Bravo. The $4.4B privatization by Thoma Bravo marks a major strategic shift that will reshape Accelerant Holdings' ownership and market trajectory.

3

Accelerant Holdings beat Q2 earnings estimates driven by strong premium growth. Q2 earnings beat on premium growth signals improved financial performance and positive short-term market reaction for Accelerant Holdings.

3

Accelerant Holdings (ARX) reported Q2 earnings with focus on key financial metrics. Q2 earnings and metrics can moderately shift ARX financial outlook and investor views.

3

Accelerant Holdings (ARX) exceeded Q2 earnings and revenue estimates. Beating quarterly estimates typically lifts near-term stock sentiment and valuation multiples.

11 Aug

3

Accelerant Holdings faces potential Q2 results pressure from lower underwriting profit. Lower underwriting profit raises risk of weaker quarterly financial performance for Accelerant Holdings.

6 Aug

3

Accelerant Holdings (ARX) earnings are projected to grow ahead of next week's release. Anticipated earnings growth at Accelerant Holdings (ARX) may influence short-term investor sentiment and stock valuation.

30 Jul

3

Arc Resources Ltd. reported second quarter 2026 results. Quarterly results release delivers financial metrics that can shift short-term investor sentiment and valuation.

14 Jul

3

Arc Resources Ltd. announces results of special shareholder meeting and provides update on regulatory approvals. Special shareholder meeting outcomes and regulatory updates may affect specific operations or sentiment without fundamentally altering long-term trajectory.

3

Wall Street analysts project Accelerant Holdings (ARX) stock could surge 39.43% based on current price targets and ratings. Analyst upside forecasts moderately influence short-term ARX market sentiment and investor positioning.

3

Accelerant Holdings advances fee-based model via WoodStar partnership. Partnership advances fee-based model with potential moderate effects on operations and positioning.

13 Jul

3

Accelerant Holdings announces partnership with WoodStar, a new third-party capitalized insurer. Partnership adds third-party capital that may moderately expand operations and market reach.

10 Jul

3

Accelerant Holdings (ARX) forms new partnerships to expand its specialty insurance model, prompting questions over potential undervaluation. New partnerships may moderately affect Accelerant Holdings' operations and market sentiment without fundamentally altering its trajectory.

9 Jul

3

Accelerant Holdings launches new consortium while ARX stock remains overvalued. New consortium marks strategic expansion with limited trajectory shift due to valuation overhang.

3

Accelerant Holdings' growth depends on sustaining momentum in fee-based operations. Fee-based momentum is framed as central to Accelerant Holdings' future growth trajectory.

3

Three insurance trends may drive growth for Accelerant Holdings (ARX). Speculation around insurance trends points to moderate effects on Accelerant performance without confirmed strategic shifts.

stockrow.com/ARX · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com