Market Cap
$4.3B
ARX
Accelerant Holdings
$19.73 ▲ +0.00%
Prev close $19.73Market cap$4.3B
ConsensusHold
12-mo target$20.25 (+2.6%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10) Traditional Finance
Snapshot
The big-picture read on ARX right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (45%)
Inst. Holders
1 funds
Inst. Value
$11.00
Insider Activity
$0.00 buy / $21.6M sell
Insider Net $
-$21.6M
Social Sentiment
82° Bullish
SEC Reports
20
Price chart 30d +0.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 ftd
FTD: ARX — 29,207 shares ($0.6M) failed to deliver
Settlement: 20260914, Price: $19.84, FTD Value: $579,466.88, ACCELERANT HLDGS CL A (CYM)
Aug 21, 2026 Insider
Aug 15, 2026 SEC Meriwether Karen Sue sold 542 shares
Director @ $19.62 ($10.6K)
Insiders at Accelerant Holdings (ARX) sold $2.48M worth of shares in a cluster, with the CEO and Co-Founder/Chief U/W Of
CLUSTER — Impact 6/10
Thoma Bravo (through Cherry Tree BidCo) will acquire Accelerant Holdings for $20.25 per share in cash, a ~47% premium to
DEFA14A, 8-K — Impact 7/10
Accelerant Holdings announced a definitive agreement to be acquired by Thoma Bravo in an all-cash transaction valued at
DEFA14A — Impact 8/10
Aug 13, 2026 Insider
Hasley Nancy sold 20,489 shares
Director @ $19.56 ($400.8K)
Aug 11, 2026 Insider
ONeill Francis James sold 89,219 shares
Co-Founder, Chief U/W Officer @ $12.41 ($1.1M)
Analyst ratings buy % -43.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
45% rate it Buy or better · 11 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | TD Cowen | DOWNGRADE | Hold | 56% |
| Sep 23, 2026 | Raymond James | DOWNGRADE | Underperform | 54% |
| Aug 14, 2026 | Citizens | DOWNGRADE | Market Perform | 38% |
| Aug 13, 2026 | William Blair | DOWNGRADE | Market Perform | 51% |
| Jul 9, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 6, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jun 16, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jun 1, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| May 26, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| May 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 4 | 6 | 0 | 0 | 45% | |
| Aug 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| Jul 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| Jun 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| Apr 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| Mar 1, 2026 | 2 | 9 | 3 | 0 | 0 | 79% | |
| Feb 1, 2026 | 2 | 9 | 3 | 0 | 0 | 79% |
Price targets
Where 3 covering analysts think ARX trades over the next 12 months.
$20.25 +2.6% upside Hold
Current$19.73 Low$20.25 Median$20.25 High$20.25 3 analysts
$20.25$20.25
Analyst rating Hold· 3.2/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
82°
Bullish
BearishNeutralBullish
Recent posts
$ARX, 100%+ Upside If the Market Simply Values It Like Its Slower-Growing Peers
▲ 1 · 💬 6· ⚡ 0.5
$ARX Thesis | Disguised Growth AI Play Within Insurance (116% Upside)
▲ 1 · 💬 0· ⚡ 0.5
$ARX Thesis | Disguised Growth AI Play Within Insurance (116% Upside)
▲ 1 · 💬 0· ⚡ 0.5
$ARX Thesis | Disguised Growth AI Play Within Insurance (116% Upside)
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 4 bullish, 5 bearish, 0 mixed, 11 neutral · avg impact 4.3/10.
BEARISHCLUSTER6/10
Insiders at Accelerant Holdings (ARX) sold $2.48M worth of shares in a cluster, with the CEO and Co-
Aug 15, 2026
BULLISHDEFA14A, 8-K7/10
Thoma Bravo (through Cherry Tree BidCo) will acquire Accelerant Holdings for $20.25 per share in cas
Aug 14, 2026
BULLISHDEFA14A8/10
Accelerant Holdings announced a definitive agreement to be acquired by Thoma Bravo in an all-cash tr
Aug 13, 2026
BULLISH8-K9/10
Accelerant Holdings announced a definitive agreement to be acquired by Thoma Bravo for $20.25 per sh
Aug 13, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: ARX — 29,207 shares ($0.6M) failed to deliver
Settlement: 20260914, Price: $19.84, FTD Value: $579,466.88, ACCELERANT HLDGS CL A (CYM)
Aug 27, 2026
short_volume
Short Volume: ARX — 59.8% short (1.0M / 1.7M)
Short: 1,018,711 | Exempt: 0 | TRF Vol: 1,704,404 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Aug 26, 2026
short_volume
Short Volume: ARX — 59.8% short (0.6M / 1.1M)
Short: 638,506 | Exempt: 31,533 | TRF Vol: 1,067,819 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Aug 13, 2026
earnings_calendar
ARX Q2 2026 Earnings Scheduled — 2026-08-13
Jul 27, 2026
short_volume
Short Volume: ARX — 59.3% short (0.4M / 0.7M)
Short: 428,271 | Exempt: 0 | TRF Vol: 721,937 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.20 | $0.17–$0.21 | -49.3% | +0.0% | 3↑ 1↓ | $0.3B | 8 |
| Next Q | $0.21 | $0.17–$0.23 | -10.1% | -0.6% | 2↑ 3↓ | $0.3B | 8 |
| Current FY | $0.89 | $0.83–$0.92 | -4.0% | -0.1% | 8↑ 0↓ | $1.1B | 8 |
| Next FY | $0.94 | $0.89–$1.05 | 5.2% | -0.1% | 3↑ 2↓ | $1.2B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.196 | — |
| 7d ago | $0.196 | — |
| 30d ago | $0.196 | — |
| 60d ago | $0.196 | +0.000 |
| 90d ago | $0.196 | +0.000 |
Institutional ownership
Which big funds own ARX (from quarterly 13F filings) and who is adding or trimming.
1 institutional holders with $11.00 total value (1 shares) as of 2026-Q2. Top holders: HUNTINGTON.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| HUNTINGTON NATIONAL BANK | 1 | $11.00 | 100.0% | — |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 38 transactions. Net -$21.6M — $0.00 bought, $21.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Meriwether Karen Sue | Director | SELL | 542 | $19.62 | $10.6K |
| Aug 13, 2026 | Hasley Nancy | Director | SELL | 20,489 | $19.56 | $400.8K |
| Aug 11, 2026 | ONeill Francis James | Co-Founder, Chief U/W Officer | SELL | 89,219 | $12.41 | $1.1M |
| Aug 10, 2026 | RADKE JEFFREY L | Co-Founder, CEO | SELL | 80,000 | $12.09 | $967.1K |
| Aug 10, 2026 | ONeill Francis James | Co-Founder, Chief U/W Officer | SELL | 63,616 | $12.07 | $767.7K |
| Aug 3, 2026 | RADKE JEFFREY L | Co-Founder, CEO | SELL | 80,000 | $12.06 | $964.5K |
| Jul 28, 2026 | ONeill Francis James | Co-Founder, Chief U/W Officer | SELL | 104,647 | $14.56 | $1.5M |
| Jul 27, 2026 | Sternberg Matthew David | COO, Risk Exchange | SELL | 17,568 | $14.64 | $257.2K |
| Jul 27, 2026 | RADKE JEFFREY L | Co-Founder, CEO | SELL | 80,000 | $14.63 | $1.2M |
| Jul 27, 2026 | RADKE JEFFREY L | Co-Founder, CEO | SELL | 15,223 | $14.45 | $220.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ARX.
Shares short
4,779,026
Settlement Sep 15, 2026
Change vs prior
-7.7%
Semi-monthly cycle
Days to cover
3.9
At avg daily volume
Of shares outstanding
≈2.2%
Estimate — not % of float
All ARX filing & press-release reports (21)
- CLUSTER reportAug 15, 2026
- DEFA14A, 8-K reportAug 14, 2026
- DEFA14A reportAug 13, 2026
- 8-K reportAug 13, 2026
- CLUSTER reportAug 13, 2026
- CLUSTER reportAug 5, 2026
- CLUSTER reportJul 29, 2026
- CLUSTER reportJul 29, 2026
- CLUSTER reportJul 28, 2026
- 144 reportJul 24, 2026
- CLUSTER reportJul 21, 2026
- CLUSTER reportJul 17, 2026
- 144 reportJul 3, 2026
- CLUSTER reportJun 30, 2026
- CLUSTER reportJun 26, 2026
- 144 reportJun 24, 2026
- 8-K reportMay 29, 2026
- 8-K reportMay 13, 2026
- 3 reportApr 3, 2026
- DEFA14A reportMar 30, 2026
- 8-K reportFeb 27, 2026