AXIS Capital names Jim Rhyner to lead financial lines, programs and Canada business
AXIS Capital has appointed Jim Rhyner as head of North America financial lines, programs, and Canada, effective August 31. Rhyner, formerly of The Hartford, will oversee AXIS's growing financial lines business, which reported $3.1 billion in gross premiums written and an 89.8% combined ratio in Q1 2026. His explicit mandate for Canada signals an integrated North American strategy for AXIS, which is important for Canadian brokers.
Here's Why We Think AXIS Capital Holdings (NYSE:AXS) Is Well Worth Watching
AXIS Capital Holdings (NYSE:AXS) is presented as a company worth watching due to its strong earnings per share (EPS) growth of 54% per year over the last three years and consistent revenue growth of 9.1% to US$6.8 billion. The article also highlights significant insider ownership, valued at US$66 million, as a positive indicator of alignment between management and shareholder interests, suggesting the company has strong potential for continued success.
AXIS Capital Holdings (AXS), What Is Drawing Fresh Attention?
AXIS Capital Holdings (AXS) has appointed John Kopach as Head of Wholesale Lower Middle Market, replacing Britt Smith. Despite a recent share price decline of 11.83% over 30 days, the company has strong long-term momentum with a 1-year total shareholder return of 8.08% and a 5-year return of 117.09%. Simply Wall St's analysis suggests AXS is currently undervalued, with a fair value of $126.09 compared to its last close of $101.20, driven by expected improvements in combined ratios from shifting to higher-margin specialty lines.
AXIS Capital Holdings Ltd (AXS) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of AXIS Capital Holdings Ltd (AXS), indicating its current price momentum score, support and resistance levels for range-bound swing trading. It details various technical indicators like MACD, RSI, and Moving Averages, offering a neutral signal based on today's analysis. The report also includes FAQs explaining technical ratings and moving averages.
Zacks Research Reduces Earnings Estimates for Axis Capital
Zacks Research has lowered its earnings per share estimates for Axis Capital for Q3 2026 and subsequent periods, citing weaker near-term expectations. Despite missing recent consensus EPS estimates, the insurance provider saw a 7.4% year-over-year revenue increase, and analysts maintain a "Moderate Buy" rating with an average price target of $120.50. The revisions suggest less earnings momentum than previously anticipated for the company.
Bank of America Corp DE Reduces Stock Position in Axis Capital Holdings Limited $AXS
Bank of America Corp DE reduced its stake in Axis Capital Holdings Limited (NYSE:AXS) by 7.1% in the first quarter, selling 35,912 shares and retaining 473,337 shares valued at $48 million. Despite missing quarterly EPS estimates, Axis Capital's revenue increased by 7.4% year-over-year, and analysts generally maintain a "Moderate Buy" rating with an average price target of $120.50. Institutional investors collectively own 93.44% of the company's stock, with several other firms also adjusting their positions.
FAF Stock Trading at a Discount to Industry at 1.30X: Time to Hold?
First American Financial Corporation (FAF) stock is trading at a discount compared to its industry, with a strong Value Score of A and a solid track record of beating earnings estimates. Analysts project an upside for FAF, driven by growth in commercial business, technology investments, and efficient use of shareholder capital, despite headwinds from elevated mortgage rates and a weak residential housing market. Given its attractive valuation, growth prospects, and strong return on equity, the article suggests it's wise to retain this Zacks Rank #3 (Hold) insurer.
Q1 EPS Estimates for Axis Capital Cut by Zacks Research
Zacks Research has cut its Q1 2027 EPS estimate for Axis Capital to $3.25 from $3.40, while also projecting a full-year 2028 EPS of $14.62. Despite this reduction and recent target price cuts by other firms, analyst sentiment for Axis Capital remains a "Moderate Buy" with an average price target of $120.50. The insurance provider's last quarterly earnings missed consensus estimates, but revenue saw a 7.4% year-over-year increase, and institutional investors hold a significant portion of the stock.
AXIS Capital Holdings (AXS) Following Earnings And Leadership Moves Still Looks Undervalued
AXIS Capital Holdings (AXS) appears undervalued despite recent leadership changes, share buybacks, and Q2 2026 earnings, which saw an 8.29% stock price decline over 30 days. The company's long-term performance remains strong, with a 121.46% return over five years. Analysts suggest a fair value of $126.09 compared to its current price of $103.49, driven by strategic shifts to higher-margin specialty lines and robust regulatory environments.
AXIS Capital Holdings (AXS) Following Earnings And Leadership Moves Still Looks Undervalued
AXIS Capital Holdings (AXS) appears undervalued despite a recent share price dip, trading at a discount to analyst targets and fair value checks. Recent Q2 2026 earnings, share buybacks, and new leadership appointments have provided new data for investors, with the company focusing on higher-margin specialty lines to boost profitability. Risks such as increased cyber-related claims and rising litigation costs could challenge this undervalued thesis.
AXIS Capital Holdings Ltd (AXS) Stock News Today
This article provides current stock information for AXIS Capital Holdings Ltd (AXS), noting its latest closing price, market cap, and P/E TTM. It states that more news regarding the company's stock, earnings, analyst ratings, and key developments will be available soon. The piece encourages investors to stay tuned for updates.
Axis Capital Holdings Limited (AXS) Stock Price, News, Quote & History
This article provides a comprehensive overview of Axis Capital Holdings Limited (AXS), detailing its stock performance, key financial metrics, and company profile. It includes recent news, analyst recommendations, and a comparison with similar companies in the insurance-specialty industry. The data presented covers trading activity as of August 7, 2026, and offers insights into AXS's business segments and historical returns.
AXIS Capital Holdings Ltd (AXS) Earnings Forecast: Future EPS & Revenue Growth Estimates
AXIS Capital Holdings Ltd (AXS) has an earnings forecast score of 7.38, ranking 39th in the Insurance industry. Analysts have set an average price target of $115.50 for AXS, with most recommending a "Buy" trend. The company's expected revenue for the next quarter is $1.61 billion, and the EPS for the next quarter is projected at $2.82.
DUAL's John Kopach Will Join AXIS as Head of Wholesale Lower Middle Market
AXIS Capital has agreed to acquire the renewal rights to DUAL North America's Excess Liability business, a move that strengthens AXIS's Casualty platform. As part of this transaction, John Kopach, previously Executive Vice President of DUAL Excess Liability, will join AXIS as the Head of Wholesale Lower Middle Market. Both companies plan to collaborate closely to ensure a smooth transition for brokers and policyholders, maintaining limited service disruption.
KBW Maintains Axis Capital Holdings(AXS.US) With Buy Rating, Cuts Target Price to $125
KBW has reiterated its Buy rating on Axis Capital Holdings (AXS.US) but has adjusted its target price downwards to $125. This indicates a continued positive outlook on the stock, albeit with a revised valuation.
AXIS CAPITAL HOLDINGS LTD : KBW CUTS TARGET PRICE TO $125 FROM $131
KBW has reduced its target price for AXIS CAPITAL HOLDINGS LTD from $131 to $125. The article, published by Reuters, indicates this change in analyst outlook. It also includes a disclaimer that the content reflects the author's opinion and is not investment advice.
California State Teachers Retirement System Grows Holdings in Axis Capital Holdings Limited $AXS
The California State Teachers Retirement System increased its stake in Axis Capital Holdings Limited by 25.7% in the first quarter, now holding 92,474 shares valued at approximately $9.38 million. Axis Capital reported quarterly revenue of $1.75 billion, a 7.4% year-over-year increase, but its earnings per share of $2.84 missed analyst estimates. Despite missing earnings, analysts generally maintain a "Moderate Buy" rating with an average price target of $121 for the company.
Axis Capital Holdings Limited (NYSE:AXS) Given Average Rating of "Moderate Buy" by Analysts
Eleven analysts have given Axis Capital Holdings Limited (NYSE:AXS) a "Moderate Buy" consensus rating, with an average 12-month price target of $121, higher than its current price of $105.82. The company reported a 7.4% year-over-year revenue increase to $1.75 billion, though its $2.84 EPS missed the consensus estimate of $3.25. Recent analyst actions were mixed but generally positive, and the company also declared a quarterly dividend of $0.44.
AXIS CAPITAL HOLDINGS LTD : KBW CUTS TARGET PRICE TO $125 FROM $131
KBW has reduced its target price for AXIS CAPITAL HOLDINGS LTD from $131 to $125. This brief update indicates a lowered outlook for the company's stock by the analyst firm.
AXIS Capital Is Maintained at Outperform by Mizuho
Mizuho has reiterated its "Outperform" rating on AXIS Capital. The analyst firm continues to view AXIS Capital favorably, maintaining its positive outlook on the company's stock.
Quantinno Capital Management LP Has $32.30 Million Stake in Axis Capital Holdings Limited $AXS
Quantinno Capital Management LP significantly increased its stake in Axis Capital Holdings Limited by 64% in the first quarter, now holding 318,539 shares valued at $32.3 million. Despite missing earnings per share estimates, Axis Capital reported a 7.4% year-over-year revenue increase and offers a 1.7% dividend yield. Analysts maintain a "Moderate Buy" rating with an average price target of $122.42, indicating potential upside from its recent share price of $105.58.
AXIS Capital Holdings Limited 2026 Q2 - Results - Earnings Call Presentation (NYSE:AXS) 2026-07-31
AXIS Capital Holdings Limited (NYSE:AXS) released its Q2 2026 earnings call presentation on July 31, 2026. The company reported an EPS of $2.84, missing estimates by $0.40, and revenue of $1.61 billion, a 1.81% year-over-year decrease, missing estimates by $113.05 million. This article provides access to the slide deck published in conjunction with the earnings call.
AXIS Capital Holdings Ltd (AXS) Financial Health: Profitability & Balance Sheet Analysis
The article provides a financial health analysis of AXIS Capital Holdings Ltd (AXS), noting its stable financial status and high operating efficiency with a current score of 7.33, ranking 40th in the insurance industry. It highlights a recent quarterly revenue of $1.75 billion, marking a 7.02% year-over-year increase, and a net profit increase of 16.10% year-over-year. The analysis also touches on several financial dimensions, including Quality of Earnings, Operational Efficiency, Growth Potential, and Shareholder Returns, for which detailed data was not disclosed by the company.
Is AXIS Capital Holdings (AXS) Undervalued On Its Earnings Miss?
AXIS Capital Holdings (AXS) recently reported an earnings miss, with revenue and EPS below Wall Street forecasts, leading to an 11.16% share price drop. Despite this, the company has shown strong long-term momentum, with 1-year and 5-year total shareholder returns of 15.07% and 136.75% respectively, and is considered 16% undervalued with a fair value of $126.09. The article suggests that accelerating demand for specialty insurance and internal investments could positively impact future profitability, while also noting risks such as higher claims and increased technology spending.
AXIS Capital adds Rahil Jogani to newly created role as Head of Technology & AI Strategy
AXIS Capital Holdings Limited has appointed Rahil Jogani as Head of Technology & AI Strategy, a newly created role based in New York. Jogani, formerly a Partner at McKinsey & Company, will be responsible for defining and advancing the re/insurer's enterprise technology and AI agenda, focusing on measurable business outcomes like enhanced underwriting and risk selection. This appointment follows AXIS Capital reporting a significant increase in net income for both Q2 2026 and the first half of 2026.
AXIS Capital Holdings Number of Employees 2026 | Employee Count & Headcount Data
This article provides an in-depth analysis of AXIS Capital Holdings's employee count and workforce trends as of March 2026, based on Revelio Labs data. It details a slight decline in total headcount since 2023 but notes current active hiring. Key insights include geographic distribution of employees, departmental breakdown, average salaries by region, and job posting trends.
Axis Capital Holdings Limited $AXS Shares Acquired by Sei Investments Co.
Sei Investments Co. increased its stake in Axis Capital Holdings Limited (NYSE:AXS) by 10.6% during the first quarter, now holding 224,164 shares valued at $22.7 million. Despite reporting a 16% year-over-year increase in second-quarter net income to $251 million and profitable underwriting, the company's operating EPS of $2.84 missed analyst expectations. Analysts maintain a "Moderate Buy" rating with an average target price of $124.45.
AXIS Capital slides after Q2 results show weaker underwriting and an earnings miss
AXIS Capital (AXS) saw its stock price decline by 11.2% following its Q2 2026 earnings release, which revealed weaker underwriting results and an earnings miss. Despite an increase in net income, investors focused on the operating EPS miss, a higher combined ratio, and larger catastrophe losses. The company reported $2.84 operating EPS against a consensus of $3.30, with a combined ratio of 93.1% and pre-tax catastrophe losses of $80 million.
Former McKinsey partner joins AXIS to lead AI strategy after 16 years
AXIS Capital (NYSE: AXS) has appointed Rahil Jogani, a former McKinsey & Company partner, as its new Head of Technology & Artificial Intelligence Strategy. In this role, Jogani will drive the company's enterprise technology and AI agenda, focusing on integrating AI and emerging technologies to enhance underwriting insight, claims analysis, portfolio management, and risk selection. He brings 16 years of experience from McKinsey, where he led the Technology Strategy, Performance & Transformation practice, advising global financial services firms on large-scale business transformations.
Cat losses push AXIS Capital combined ratio to 93.1% in Q2 2026
AXIS Capital Holdings Limited reported a 16% year-on-year increase in net income for Q2 2026, despite significant pressure on underwriting results from elevated catastrophe losses. The company's combined ratio rose to 93.1%, up 4.2 percentage points, due to US$80 million in pre-tax catastrophe and weather-related losses, including impacts from natural catastrophes and the Middle East conflict. Gross premiums written grew by 6% to US$2.7 billion, driven by a strong performance in the insurance segment, although the reinsurance segment saw a decrease as AXIS continued to reduce exposure in casualty lines.
Earnings call transcript: AXIS Capital Q2 2026 earnings miss weighs on shares
AXIS Capital Holdings reported Q2 2026 operating earnings of $2.84 a share, missing Wall Street forecasts, although revenue beat expectations. The mixed results led to a nearly 9.5% drop in shares, as investors focused on the earnings shortfall and signs of softening pricing in specialty insurance. Management emphasized disciplined growth, strategic shifts towards short-tail business, and continued capital returns despite the competitive market conditions.
AXIS Capital’s net income rises to $251m for Q2’26
AXIS Capital Holdings Limited reported a 16% increase in net income for Q2 2026, reaching $251 million, and a 24% rise to $498 million for H1 2026. Despite a dip in group-wide underwriting income and a higher combined ratio, gross written premiums increased, primarily driven by the insurance segment. The company's President and CEO, Vince Tizzio, highlighted consistent profitable growth and strong performance in the insurance business.
AXIS Capital Holdings Ltd Q2 2026: Revenue $1.519B, EPS $3.38— 10-Q Summary
AXIS Capital Holdings Ltd (AXS) reported strong second-quarter 2026 results, with revenue reaching $1.519 billion, a 9% increase year-over-year, and diluted EPS of $3.38, up 24% from the prior year. Net income available to common shareholders also rose significantly to $250.5 million. The company's growth was driven by a 15% increase in net premiums earned within its Insurance segment, expanded third-party capital solutions, and a strategic focus on specialty markets, alongside ongoing operational efficiency initiatives.
Earnings Flash (AXS) AXIS Capital Holdings Limited Reports Q2 Revenue $1.75B, Vs. FactSet Est of $1.74B
AXIS Capital Holdings Limited (AXS) announced its Q2 financial results, reporting revenue of $1.75 billion. This figure slightly exceeded FactSet's estimated revenue of $1.74 billion, indicating a positive performance for the quarter.
Cat losses push AXIS Capital combined ratio to 93.1% in Q2 2026
AXIS Capital Holdings Limited reported a 16% year-on-year increase in net income for Q2 2026, despite its consolidated combined ratio rising to 93.1% due to elevated catastrophe losses totaling US$80 million. Underwriting income fell by 24% as natural catastrophes and the Middle East conflict impacted results. Gross premiums written grew by 6%, primarily driven by the insurance segment, while the reinsurance segment saw a reduction in casualty lines exposure.
AXIS Capital Holdings (NYSE:AXS) Q2 Earnings Miss Estimates, Stock Edges Down in After-Hours
AXIS Capital Holdings (NYSE:AXS) reported Q2 2026 operating earnings of $2.84 per share, missing analyst estimates of $3.30, while net premiums earned of $1.71 billion also fell slightly short of expectations. Despite these misses, the stock experienced a contained after-hours dip of about 0.6%, buoyed by solid operational trends including a 16% increase in net income and strong growth in book value per share. The company’s underwriting performance profit deteriorated slightly, with a combined ratio of 93.1%, influenced by higher catastrophe and weather-related losses.
Axis Capital earnings missed by $0.44, revenue topped estimates
Axis Capital (NYSE: AXS) reported Q2 EPS of $2.84, missing analyst estimates by $0.44, although revenue of $1.75 billion topped the consensus estimate of $1.74 billion. The company's stock price has risen 19.10% over the last three months and 22.77% over the last 12 months, and its financial health is rated as "great performance" by InvestingPro.
AXIS CAPITAL HOLDINGS LTD SEC Filing (Jul 28, 2026)
AXIS Capital Holdings Limited (AXS) filed an IRANNOTICE SEC filing on July 28, 2026. This notice confirms that the company made a disclosure in its Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, as required by Section 219 of the Iran Threat Reduction and Syria Human Rights Act of 2012 and Section 13(r) of the Securities Exchange Act of 1934. The filing was accepted by the SEC EDGAR system at 04:53 PM on July 28, 2026.
Axis Capital earnings up next: Profitability test as rates soften By Investing.com
AXIS Capital Holdings Ltd. is preparing to report its second-quarter earnings, with analysts expecting diluted EPS of $3.24 and revenue of $1.74 billion. Investors will closely watch how the specialty insurer navigates softening property catastrophe reinsurance rates and maintains profitability amid increased market competition and a record high of global reinsurance capital. The company's ability to sustain underwriting discipline and growth will be key, especially after a disappointing first quarter.
Is AXIS Capital Holdings (AXS) A Bargain As Earnings Approach?
AXIS Capital Holdings (AXS) is poised to release its quarterly earnings, with market expectations of 11.3% year-on-year revenue growth. Despite strong recent share price performance, the stock is considered undervalued with a fair value of $126.09, according to Simply Wall St. The company's strategic focus on higher-margin specialty lines and investments in technology are expected to drive improved profitability, though risks like higher cyber claims and rising tech expenses exist.
What AXIS Capital Holdings (AXS)'s Anticipated Revenue Reacceleration And Earnings Release Means For Shareholders
AXIS Capital Holdings (AXS) is set to release its quarterly earnings, with analysts anticipating an 11.3% year-on-year revenue increase, a significant jump from previous quarters. This report will be crucial in determining if underwriting profitability is keeping pace with the revenue growth, especially given the ongoing risk of rising cyber and liability claim costs. The company's recent share repurchase activity is also a key factor in its investment narrative.
AXS|AXIS Capital Holdings Ltd|Price:116.500|Chg%:+1.920
This article provides a detailed financial overview of AXIS Capital Holdings Ltd (AXS), including its stock performance, market capitalization, P/E ratio, and upcoming earnings date. It presents comprehensive financial statements like the income statement, balance sheet, and cash flow statement, along with key financial indicators such as EPS, revenue, net profit, net margin, and debt-to-assets ratio. The article also includes an analyst rating and answers frequently asked questions about the company's financial performance based on its FY2025 earnings report.
Entropy Technologies LP Purchases 12,896 Shares of Axis Capital Holdings Limited $AXS
Entropy Technologies LP increased its stake in Axis Capital Holdings Limited by 31.4% in the first quarter, purchasing an additional 12,896 shares, bringing its total holding to 53,905 shares valued at $5.47 million. Axis Capital reported better-than-expected earnings of $3.42 per share but missed revenue estimates, though revenue still grew 8% year over year. The company pays a $0.44 per share quarterly dividend and has a consensus "Moderate Buy" rating from analysts with an average price target of $124.45.
TradingKey
This article provides a detailed quarterly and annual income statement for AXIS Capital Holdings Ltd (AXS). It includes extensive financial data such as total revenue, operating expenses, operating profit, net income, and earnings per share, along with year-over-year percentage changes. The content is presented in a table format, allowing users to analyze the company's financial performance over several fiscal periods and understand key financial metrics.
AXIS Capital (AXS) Stock Still Looks Cheap After A 161% Run
Despite a 161% return over the past five years, AXIS Capital Holdings (AXS) appears undervalued according to Simply Wall St's analysis. The stock trades at a lower P/E ratio (8.1x) compared to the industry average (12.2x) and its peer group (10.7x), suggesting a potential discount. The article questions whether this undervaluation is a missed opportunity for investors or a reflection of inherent insurance risks.
Is AXIS Capital Holdings (AXS) Undervalued As Earnings Optimism Builds?
Analysts are optimistic about AXIS Capital Holdings (AXS) outpacing Q2 2026 earnings estimates, with the stock showing strong price performance over recent periods. Despite a solid performance, the company is considered approximately 9.9% undervalued according to narrative-based fair value assessments, primarily due to a strategic shift towards higher-margin specialty lines and strong capital returns. However, rising cyber claims and competitive pricing remain potential risks to its valuation.
Axis Capital (AXS) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release
Axis Capital (AXS) is expected to beat Q2 earnings estimates, with analysts predicting $3.23 EPS and $1.72 billion in revenue. The company has a Zacks Earnings ESP of +3.82% and a Zacks Rank of #3, indicating a high probability of exceeding consensus EPS. This positive outlook is supported by a history of beating quarterly estimates.
FAF Outperforms Industry, Trades Near 52-Week High: Time to Hold?
First American Financial Corporation (FAF) has seen its shares rise 20.8% in the past year, outperforming the industry, driven by strong operating performance, robust commercial title insurance activity, and higher investment income. Despite trading near its 52-week high, FAF shares are considered affordable with a good Value Score and positive growth projections for 2026 and 2027. The company's efficient use of shareholder capital, continued technology investments, and strong commercial title business are key drivers, though a weak residential housing market and dependence on commercial title pose risks.
Wells Fargo Maintains Axis Capital Holdings(AXS.US) With Buy Rating, Raises Target Price to $134
Wells Fargo has reaffirmed its Buy rating for Axis Capital Holdings (AXS.US) and increased its target price to $134. This update indicates a positive outlook on the company's stock performance from the financial institution.
AXS Maintained by Mizuho -- Price Target Raised to $142
Mizuho has maintained an Outperform rating on Axis Capital Holdings (AXS) and raised its price target from $137.00 to $142.00, indicating confidence in the company's future performance. Despite the positive analyst sentiment, GuruFocus's GF Value™ suggests that AXS is currently overvalued by 6.1% at $112.85 compared to its intrinsic value of $106.33. The company holds a GF Score™ of 75/100, reflecting solid performance relative to peers, though insider selling activity in the last three months indicates a cautious outlook from some insiders.
