Accelerant's Growth Story Hinges on Fee-Based Momentum
ARX is shifting toward a capital-light, fee-based model as AI, third-party capacity and member growth reshape its earnings story.
Zacks Investment Research7/9/2026Positive
ARX
Accelerant HoldingsNYSEFINANCIAL SERVICESINSURANCE BROKERS
Key Statistics
Market Cap
$2.94B
P/E Ratio
—
EPS
$-6.49
Beta
—
52W High
$31.18
52W Low
$9.18
50-Day MA
$14.09
200-Day MA
$13.68
Dividend Yield
—
Profit Margin
-150.60%
Forward P/E
19.68
PEG Ratio
—
About Accelerant Holdings
Accelerant Holdings (ARX) is a pioneering specialty insurance and reinsurance provider that addresses the needs of underserved markets through a unique collaborative membership model. By harnessing advanced data analytics and technology, Accelerant not only enhances underwriting performance but also drives innovation in risk management with its insurance partners. This strategic approach equips the company to adapt swiftly to the evolving insurance landscape, positioning it for long-term growth while maintaining a strong focus on operational excellence and agility.
Fundamentals
| Revenue (TTM) | $953.90M |
| Gross Profit (TTM) | $616.50M |
| EBITDA | $82.60M |
| Operating Margin | -2.22% |
| Return on Equity | -243.20% |
| Return on Assets | 0.38% |
| Revenue/Share (TTM) | $4.67 |
| Book Value | $3.13 |
| Price-to-Book | 4.34 |
| Price-to-Sales (TTM) | 3.08 |
| EV/Revenue | 1.617 |
| EV/EBITDA | — |
| Quarterly Earnings Growth (YoY) | -11.10% |
| Quarterly Revenue Growth (YoY) | 59.70% |
| Shares Outstanding | $112.80M |
| Float | $50.12M |
| % Insiders | 50.95% |
| % Institutions | 56.04% |
Historical Volatility
HV 10-Day
92.29%
HV 20-Day
70.52%
HV 30-Day
62.37%
HV 60-Day
70.21%
HV Rank
—
Volatility is currently expanding
Analyst Ratings
Consensus ($19.22 target)
4
Strong Buy5
Buy1
HoldLatest News
Can These 3 Insurance Trends Fuel Accelerant's Growth Story?
ARX is benefiting from AI, third-party capital and fronting trends, but investors still await proof that these drivers can deliver lasting diversification.
Zacks Investment Research7/9/2026Positive
Is Accelerant Stock a Buy After Its Sharp Pullback and Nearly 16X P/E?
ARX has fallen sharply, but revenue growth, rising fee-based earnings and platform expansion keep its growth story alive despite balanced risks.
Zacks Investment Research7/9/2026Negative
Here's Why Accelerant Shares Are Attracting Prudent Investors Now
ARX's pullback has improved its valuation as rising fee income, premium growth and AI-driven platform expansion continue to support its outlook.
Zacks Investment Research7/8/2026Positive
Is Accelerant Holdings a Stock to Sell After Its Co-Founder Sold 147,000 Shares?
147,000 shares were sold indirectly over two days, generating a transaction value of approximately ~$1.93 million at a weighted average price around $13.12 per share. ONeill sold 147,000 shares, representing 2.04% of his total holdings at the time of the transaction.
The Motley Fool7/1/2026Neutral
Incline P&C Group Announces Enhanced Partnership with Accelerant
AUSTIN, Texas, June 30, 2026 /PRNewswire/ -- Incline P&C Group, the premier insurance program market services firm, has announced an enhanced partnership with Accelerant (NYSE: ARX), a data-driven risk exchange platform for the specialty insurance market. Effective July 1, 2026, Incline will serve as a fronting carrier for more than $500 million in annual gross written premiums across Accelerant's U.S. commercial specialty insurance portfolio.
PRNewsWire6/30/2026Neutral
Looking Beyond Tech? Here Are 3 Buy-Rated Insurance Stocks
Seeking opportunities outside tech? These three buy-rated insurance stocks combine strong earnings momentum, pricing power and long-term growth potential.
Zacks Investment Research6/30/2026Positive
Hippo Holdings Announces Enhanced Partnership with Accelerant to Expand Access to the Specialty Insurance Market
Partnership Drives Updated Guidance; Hippo Now Expects to Achieve $2 Billion GWP Target in 2027, a Full Year Ahead of Plan SAN JOSE, Calif., June 30, 2026 /PRNewswire/ -- Hippo Holdings Inc. (NYSE: HIPO) today announced an enhanced partnership with Accelerant (NYSE: ARX), a data-driven risk exchange platform for the specialty insurance market.
PRNewsWire6/30/2026Neutral
After a 50% Decline, What to Know About Accelerant's $459,000 Insider Sale
An ARX director reported selling 35,000 shares for a total transaction value of $459,000 at an average price of $13.11 per share on June 23, 2026. The sale represented 1.83% of Nancy Hasley's aggregate direct and indirect ownership at the time, as reported in the Form 4.
The Motley Fool6/29/2026Negative
Bitget lists Arcium (ARX) for Spot Trading
VICTORIA, Seychelles, June 23, 2026 (GLOBE NEWSWIRE) -- Bitget, the world's largest Universal Exchange (UEX), announced the addition of Arcium (ARX) for spot trading. Trading for the ARX/USDT pair opens on June 22, 2026, 12:00 (UTC), with withdrawals available from June 23, 2026, 13:00 (UTC).
GlobeNewsWire6/23/2026Neutral
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Data last updated: 7/9/2026