SecBot

SecBot
NYSE· Insurance Agents, Brokers & Service· Inc. E9· CIK 0001997350

ARX

Accelerant Holdings
$19.73 ▲ +0.00%
Prev close $19.73
Market 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.
Market Cap
$4.3B
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.
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
Meriwether Karen Sue sold 542 shares
Director @ $19.62 ($10.6K)
Aug 15, 2026 SEC
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
Aug 14, 2026 SEC
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
Aug 13, 2026 SEC
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.
Hold 45% rate it Buy or better · 11 analysts
Strong Buy 1 9% Buy 4 36% Hold 6 55% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 30, 2026TD CowenDOWNGRADEHold 56%
Sep 23, 2026Raymond JamesDOWNGRADEUnderperform 54%
Aug 14, 2026CitizensDOWNGRADEMarket Perform 38%
Aug 13, 2026William BlairDOWNGRADEMarket Perform 51%
Jul 9, 2026Wells FargoMAINTAINOverweight 54%
Jul 6, 2026Morgan StanleyMAINTAINEqual-Weight 55%
Jun 16, 2026BMO CapitalMAINTAINOutperform 53%
Jun 1, 2026Raymond JamesMAINTAINOutperform 54%
May 26, 2026Piper SandlerMAINTAINOverweight 54%
May 21, 2026Morgan StanleyMAINTAINEqual-Weight 55%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 20261460045%
Aug 1, 202621020086%
Jul 1, 202621020086%
Jun 1, 202621020086%
May 1, 202621020086%
Apr 1, 202621020086%
Mar 1, 20262930079%
Feb 1, 20262930079%
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
7 mentions 7 bullish 0 bearish 0 neutral
Recent posts
wallstreetbets Bullish 1mo ago
$ARX, 100%+ Upside If the Market Simply Values It Like Its Slower-Growing Peers
▲ 1 · 💬 6· ⚡ 0.5
stocks Bullish 4mo ago
$ARX Thesis | Disguised Growth AI Play Within Insurance (116% Upside)
▲ 1 · 💬 0· ⚡ 0.5
investing Bullish 4mo ago
$ARX Thesis | Disguised Growth AI Play Within Insurance (116% Upside)
▲ 1 · 💬 0· ⚡ 0.5
wallstreetbets Bullish 5mo ago
$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.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$0.20$0.17–$0.21-49.3%+0.0%3↑ 1↓$0.3B8
Next Q$0.21$0.17–$0.23-10.1%-0.6%2↑ 3↓$0.3B8
Current FY$0.89$0.83–$0.92-4.0%-0.1%8↑ 0↓$1.1B8
Next FY$0.94$0.89–$1.055.2%-0.1%3↑ 2↓$1.2B9
Current-quarter EPS estimate — revision history
WhenEPS estimateChange 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
FundSharesValue% TrackedLast move
HUNTINGTON NATIONAL BANK1$11.00100.0%—
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.
DateInsiderTitleTypeSharesPriceValue
Aug 21, 2026Meriwether Karen SueDirectorSELL542$19.62$10.6K
Aug 13, 2026Hasley NancyDirectorSELL20,489$19.56$400.8K
Aug 11, 2026ONeill Francis JamesCo-Founder, Chief U/W OfficerSELL89,219$12.41$1.1M
Aug 10, 2026RADKE JEFFREY LCo-Founder, CEOSELL80,000$12.09$967.1K
Aug 10, 2026ONeill Francis JamesCo-Founder, Chief U/W OfficerSELL63,616$12.07$767.7K
Aug 3, 2026RADKE JEFFREY LCo-Founder, CEOSELL80,000$12.06$964.5K
Jul 28, 2026ONeill Francis JamesCo-Founder, Chief U/W OfficerSELL104,647$14.56$1.5M
Jul 27, 2026Sternberg Matthew DavidCOO, Risk ExchangeSELL17,568$14.64$257.2K
Jul 27, 2026RADKE JEFFREY LCo-Founder, CEOSELL80,000$14.63$1.2M
Jul 27, 2026RADKE JEFFREY LCo-Founder, CEOSELL15,223$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)