ARX

Accelerant Holdings

NYSE · Insurance Agents, Brokers & Service · Inc. E9 · CIK 0001997350
$14.32 -4.47% $3.1B
High Impact Filing (7/10)
Vol
Market Cap$3.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (86%)
Insider Activity0B / 1S
Insider Net $-$638.3K
Reddit Sentiment80° Bullish
SEC Reports5
Exchange NYSE·Sector Insurance Agents, Brokers & Service·Inc. E9·CIK 0001997350·Prev Close $14.99

Recent Activity

Jun 2, 2026 short_volume
Short Volume: ARX — 83.5% short (0.9M / 1.0M)
Short: 862,290 | Exempt: 0 | TRF Vol: 1,032,449 | Short Ratio: 83.5% | Off-exchange volume (dark poo
May 29, 2026 SEC
Accelerant Holdings filed an 8-K announcing that CEO Jeff Radke will present at the William Blair Growth Stock Conferenc
8-K — Impact 2/10
May 13, 2026 SEC
Accelerant reported Q1 2026 operating revenue of $273.2M (+57% YoY) and adjusted EBITDA of $66.1M (+70% YoY), driven by
8-K — Impact 7/10
May 13, 2026 Insider
Little Paul Christopher sold 11,658 shares
Director @ $0.00 ($0.00)
May 13, 2026 Insider
Hasley Nancy sold 11,658 shares
Director @ $0.00 ($0.00)
May 13, 2026 Insider
Meriwether Karen Sue sold 11,658 shares
Director @ $0.00 ($0.00)
Apr 3, 2026 SEC
Linda Huber, CFO of Accelerant Holdings, filed a Form 3 to report her beneficial ownership of 21,440 Restricted Stock Un
3 — Impact 2/10

Price Targets

$19.28 +37.3% upside Strong Buy
Current $14.04 Low $16.00 Median $18.00 High $30.00 9 analysts
$16.00 $30.00

Analyst Ratings

Strong Buy86% buy · 14 analysts
2Strong Buy
10Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 Raymond James MAINTAIN Outperform → Outperform
May 26, 2026 Piper Sandler MAINTAIN Overweight → Overweight
May 21, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
May 19, 2026 Piper Sandler MAINTAIN Overweight → Overweight
May 18, 2026 Wells Fargo MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.16 ▼ -8.5% $0.13 — $0.21 16% YoY 9
Next Q $0.20 ▲ +18.5% $0.18 — $0.22 -49% YoY 9
Current FY $0.74 ▲ +8.5% $0.70 — $0.80 -21% YoY 9
Next FY $0.93 ▲ +7.2% $0.85 — $1.05 25% YoY 9

Recent Insider Trades

DateInsiderTypeValue
May 13, 2026Little PaulA$0.00
May 13, 2026Hasley NancyA$0.00
May 13, 2026Meriwether KarenA$0.00
May 13, 2026Talach DavidA$0.00
May 13, 2026Wainwright SimonA$0.00

Reddit Sentiment

80°
Bullish
Bearish Neutral Bullish
6 mentions 6 bullish 0 bearish

No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.

10 unique insiders with 1 transactions. Net insider value: -$638.3K ($0.00 bought, $638.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 13, 2026Little Paul ChristopherDirectorA11,658$0.00$0.00
May 13, 2026Hasley NancyDirectorA11,658$0.00$0.00
May 13, 2026Meriwether Karen SueDirectorA11,658$0.00$0.00
May 13, 2026Talach David George PaulDirectorA23,316$0.00$0.00
May 13, 2026Wainwright SimonDirectorA23,316$0.00$0.00
May 13, 2026Sternberg Matthew DavidCOO, Risk ExchangeA279,329$0.00$0.00
Mar 23, 2026Green Jay MichaelChief Financial OfficerSELL50,000$12.77$638.3K
Mar 18, 2026Sternberg Matthew DavidCOO, Risk ExchangeA180,667$0.00$0.00
Mar 18, 2026Lee-Smith ChristopherCo-Founder, Head of Distrib.A128,644$0.00$0.00
Mar 18, 2026ONeill Francis JamesCo-Founder, Chief U/W OfficerA128,644$0.00$0.00
Mar 18, 2026RADKE JEFFREY LCo-Founder, CEOA300,171$0.00$0.00
Mar 17, 2026Green Jay MichaelChief Financial OfficerF28,625$11.63$332.9K
Feb 2, 2026Green Jay MichaelChief Financial OfficerF200,637$12.76$2.6M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (86% buy). Based on 14 analysts: 2 strong buy, 10 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$19.28 mean target +37.3% upside Strong Buy (1.67)
$16.00 Low $30.00 High
MetricValue
Current Price$14.04
Target Low$16.00
Target Mean$19.28
Target Median$18.00
Target High$30.00
# Analysts9
RecommendationStrong Buy (1.67)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.16 $0.13 $0.21 16.0% -8.5% 1↑ 7↓ $0.3B 27.2% 9
Next Q
2026-09-30
$0.20 $0.18 $0.22 -49.2% +18.5% 8↑ 0↓ $0.3B -2.0% 9
Current FY
2026-12-31
$0.74 $0.70 $0.80 -20.5% +8.5% 9↑ 0↓ $1.1B 21.4% 9
Next FY
2027-12-31
$0.93 $0.85 $1.05 25.3% +7.2% 9↑ 0↓ $1.2B 11.3% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.161
7d ago$0.161
30d ago$0.176-0.015
60d ago$0.178-0.017
90d ago$0.171-0.010
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 Raymond James MAINTAIN Outperform Outperform
May 26, 2026 Piper Sandler MAINTAIN Overweight Overweight
May 21, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 19, 2026 Piper Sandler MAINTAIN Overweight Overweight
May 18, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 13, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Apr 6, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Mar 26, 2026 TD Cowen MAINTAIN Buy Buy
Mar 25, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Mar 20, 2026 Wells Fargo UPGRADE Equal-Weight Overweight
Feb 23, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 7, 2026 Piper Sandler MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202621020086%
May 1, 202621020086%
Apr 1, 202621020086%
Mar 1, 20262930079%
Feb 1, 20262930079%
Jan 1, 20262930079%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

80°
Bullish
Bearish Neutral Bullish
6 mentions 6 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 6, 2026267° Warm202
May 6, 2026267° Warm202
May 5, 2026160° Warm101
May 5, 2026160° Warm101

Recent Reddit Threads

r/stocks Bullish 1mo ago
$ARX Thesis | Disguised Growth AI Play Within Insurance (116% Upside)
▲ 1 💬 0 ⚡ 0.5
r/investing Bullish 1mo ago
$ARX Thesis | Disguised Growth AI Play Within Insurance (116% Upside)
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
$ARX Thesis | Disguised Growth AI Play Within Insurance (116% Upside)
▲ 1 💬 1 ⚡ 0.5
Jun 2, 2026
short_volume
Short Volume: ARX — 83.5% short (0.9M / 1.0M)
Short: 862,290 | Exempt: 0 | TRF Vol: 1,032,449 | Short Ratio: 83.5% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: ARX — 73.0% short (0.6M / 0.8M)
Short: 605,287 | Exempt: 17 | TRF Vol: 829,504 | Short Ratio: 73.0% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: ARX — 57.9% short (0.4M / 0.6M)
Short: 370,125 | Exempt: 647 | TRF Vol: 639,158 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
earnings_calendar
ARX Q1 2026 Earnings Scheduled — 2026-05-13
May 13, 2026
short_volume
Short Volume: ARX — 75.6% short (0.4M / 0.6M)
Short: 431,599 | Exempt: 0 | TRF Vol: 571,244 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
short_interest
FTD: ARX — 94,775 shares ($1.2M) failed to deliver
Settlement: 20260402, Price: $12.90, FTD Value: $1,222,597.5, ACCELERANT HLDGS CL A (CYM)
Mar 25, 2026
short_interest
FTD: ARX — 43,612 shares ($0.6M) failed to deliver
Settlement: 20260325, Price: $13.15, FTD Value: $573,497.8, ACCELERANT HLDGS CL A (CYM)
Mar 24, 2026
short_interest
FTD: ARX — 42,519 shares ($0.5M) failed to deliver
Settlement: 20260324, Price: $12.80, FTD Value: $544,243.2, ACCELERANT HLDGS CL A (CYM)
Mar 20, 2026
short_interest
FTD: ARX — 42,005 shares ($0.5M) failed to deliver
Settlement: 20260320, Price: $12.18, FTD Value: $511,620.9, ACCELERANT HLDGS CL A (CYM)
Mar 19, 2026
earnings_calendar
ARX Q4 2025 Earnings Scheduled — 2026-03-19
Feb 27, 2026
short_interest
FTD: ARX — 81,308 shares ($0.9M) failed to deliver
Settlement: 20260227, Price: $10.71, FTD Value: $870,808.68, ACCELERANT HLDGS CL A (CYM)