AXS
AXIS CAPITAL HOLDINGS LTDPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Apr 29 AXIS Capital reported Q1 2026 net income of $247M (+33% YoY) and dil…
- S May 7 1 insider sell $250.9K at $98.69
- I Jun 30 3 funds open new positions (13F)
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $250.9K.
- InstitutionsMIXED
Q2 2026: 32 added (3 new), 25 trimmed or exited. Largest new: Renaissance Technologies $17.6M, Empowered Funds $16.1M.
- AnalystsBULLISH
11 of 17 rate it Buy or better.
- EstimatesFALLING
Current-quarter EPS estimate $2.974 → $2.849 over 90 days. 3 up, 2 down in 30 days.
- TrendUPTREND
4% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | DOUBLED | $343.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | $159.8M |
| FMR LLC | ADD | $121.5M |
| CITADEL ADVISORS LLC | ADD | $101.4M |
| Qube Research & Technologies Ltd | TRIM | $73.9M |
| FIRST TRUST ADVISORS LP | TRIM | $58.2M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | ADD | $58.1M |
| JPMORGAN CHASE & CO | DOUBLED | $39.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
17 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 12, 2026 | Wells Fargo MAINTAIN | Overweight |
| Oct 7, 2026 | Mizuho MAINTAIN | Outperform |
| Sep 16, 2026 | Mizuho MAINTAIN | Outperform |
| Aug 25, 2026 | TD Cowen REITERATE | Buy |
| Aug 4, 2026 | Keefe, Bruyette & Woods MAINTAIN | Outperform |
| Aug 3, 2026 | UBS MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Tizzio Vincent C President and CEO | TAX W/H | $3.0M |
| Jun 1, 2026 | Tizzio Vincent C President and CEO | TAX W/H | $248.0K |
| May 13, 2026 | Tizzio Vincent C President and CEO | AWARD | 60,662 sh |
| May 7, 2026 | SMITH HENRY B Director | SELL | $250.9K |
| Mar 1, 2026 | Tizzio Vincent C President and CEO | TAX W/H | $1.1M |
| Mar 1, 2026 | Brooks Conrad D. Chief Admin and Legal Officer | TAX W/H | $421.1K |
| Mar 1, 2026 | Vogt Peter CFO | TAX W/H | $927.0K |
| Mar 1, 2026 | Vogt Peter CFO | TAX W/H | $462.8K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $2.85 | $2.67–$3.20 | +1.6% | $1.4B |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | $13.37 | $12.80–$14.15 | -1.1% | $6.7B |
Short side
FINRA· Oct 15, 2026SecBot reports
4 filings · 1 press release · 0 bullish · 0 bearish · 2 mixed · 2 neutral- NEUTRAL PRESS-RELEASEOct 1, 2026
AXIS Capital Holdings Limited announced it will report its Q3 results on October 28, 2026.
- NEUTRAL PRESS RELEASESep 16, 2026
AXIS Capital declared a regular quarterly dividend of $0.44 per share, payable October 15, 2026 to…
Quarterly dividend unchanged — no immediate read-through. Monitor next earnings release for underwriting performance and capital management updates.
- MIXED PRESS-RELEASEJul 28, 2026
AXIS Capital reported Q2 2026 EPS of $3.42, beating consensus of $3.24 by 5.5%. Net income…
The EPS beat is positive but the deteriorating combined ratio (93.1% vs 88.9%) and declining operating income signal margin pressure from catastrophe losses and market softening. Watch for…
- NEUTRAL DEFA14AMay 1, 2026
AXIS Capital filed DEFA14A proxy solicitation materials for its 2026 annual meeting, seeking…
Routine proxy solicitation with no surprises; vote outcome unlikely to affect stock. Monitor for any late-breaking activist or dissident activity, but none indicated.
All AXS filing & press-release reports (5)
- PRESS-RELEASE reportOct 1, 2026
- PRESS-RELEASE reportSep 16, 2026
- PRESS-RELEASE reportJul 28, 2026
- DEFA14A reportMay 1, 2026
- 8-K reportApr 29, 2026