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Accelerant Holdings

19.73+43.9%1Y · USD

Accelerant Holdings operates a data-driven risk exchange connecting selected specialty insurance underwriters with risk capital partners. It operates through three segments: Exchange Services, MGA Operations, and Underwriting. The Exchange Services segment includes the risk exchange platform, which incorporates technology, data ingestion, and agency operations for members and risk capital partners. Risk capital partners write premiums directly through the Risk Exchange and pay a fixed-percentage, volume-based fee for sourcing, managing, and monitoring the business they write. The MGA Operations segment includes fees earned by members, mainly for originating and underwriting insurance policies, reduced by service-related expenses. The Underwriting segment involves underwriting insurance policies and assuming reinsurance policies issued or accepted by consolidated insurance and reinsurance companies, including property and casualty insurance, policy issuance, and reinsurance arrangements. It serves small-to-medium sized commercial clients primarily in the United States, Europe, Canada, Australia, and the United Kingdom. Accelerant Holdings was founded in 2018 and is based in Grand Cayman, Cayman Islands.

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Price · split & dividend adjusted
News & notes moving ARX
United States
ARX▲

Accelerant to Go Private in $4 Billion Thoma Bravo Deal

Accelerant Holdings has agreed to be acquired by Thoma Bravo in an all-cash deal with an enterprise value of more than $4 billion, just over a year after its IPO. Class A and Class B shareholders will receive $20.25 per share, a 49% premium to the August 12 price but still below the $21 IPO price from July 2025. The company's independent Special Committee recommended the transaction and the board approved it unanimously, with Altamont Capital Partners, which holds about 82% of voting rights, supporting the deal and retaining some equity. Accelerant's second-quarter 2026 revenue rose 62.9% year over year to $356.9 million, net income jumped to $80 million from $13.1 million, and adjusted EBITDA reached $93.1 million. The deal is expected to close in the first half of 2027.
ARX ▲
ARX · Capital · Positive Acquired by Thoma Bravo at $20.25/share, a 49% premium to market price.
Thoma Bravo · Capital · Positive Thoma Bravo acquires Accelerant for over $4 billion, expanding its portfolio.
Altamont Capital Partners · Capital · Positive Altamont Capital supports the deal and retains some equity, benefiting from the premium.
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United States
ARX▲

Netflix rises on Ackman stake, Tapestry falls on revenue miss

Netflix shares rose 5.4% after Bill Ackman's Pershing Square disclosed a new stake in the streaming company. Tapestry shares plunged 16.5% after the company reported fourth-quarter 2026 revenues of $1.88 billion, missing the Zacks Consensus Estimate by 0.04%. Arcos Dorados Holdings shares rose 3% after the company reported second-quarter 2026 earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.15 per share. Accelerant Holdings shares climbed 43.4% after the company reported second-quarter 2026 earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.16 per share.
ARX ▲TPR ▼NFLX ▲PS ▲
ARX · Capital · Positive Q2 earnings beat estimates
TPR · Capital · Negative Q4 revenues miss estimates
NFLX · Capital · Positive Ackman's Pershing Square discloses new stake
PS · Capital · Positive Discloses new stake in Netflix
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ARX▼

Accelerant CEO Jeffrey Radke Sells $1.1 Million in Shares Under Pre-Arranged Plan

Accelerant Holdings Co-Founder and CEO Jeffrey L. Radke sold 80,000 Class A Common Shares for approximately $1.1 million at $13.33 per share on July 6, 2026. The sale represents a roughly 0.3% reduction of his total equity holdings, leaving him with 28.6 million shares valued at about $379 million. The transaction was executed indirectly through Badly Bent LLC under a Rule 10b5-1 trading plan adopted on March 24, 2026. Radke retains 333,652 shares directly and approximately 28.3 million shares indirectly through the LLC and a spousal trust. Accelerant, which operates a data-driven risk exchange platform for specialty insurance, reported first-quarter operating revenue of $273.2 million and guided to at least $5.2 billion in exchange premium for the year.
ARX ▼
ARX · Capital · Negative CEO sold $1.1M in shares under a 10b5-1 plan, a negative signal for insider sentiment.
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The Motley Fool·84dRead more →
ARX

Accelerant Stock Pulls Back Sharply but Operating Story Remains Intact

Accelerant Holdings has retreated sharply from its highs, with shares down 23.6% year-to-date, underperforming the industry's 5.5% decline. The stock now trades at 15.99 times forward earnings, below the industry average of 16.50 times and the S&P 500's 21.03 times. First-quarter 2026 revenues rose 57% year over year to $273.2 million, and adjusted EBITDA climbed 70% to $66.1 million, driven by fee-based businesses. Management raised its 2026 adjusted EBITDA outlook to at least $285 million, including at least $276 million from fee-based operations. However, risks such as Hadron concentration, fronting arrangements that need to ramp through 2026 and 2027, and uneven underwriting profitability keep the risk-reward balanced, making the stock a selective growth idea rather than an obvious buy-the-dip call.
ARX
ARX · Capital · Neutral Stock down 23.6% YTD but revenue up 57%, EBITDA up 70%, and raised 2026 outlook; risks like Hadron concentration and fronting ramp keep risk-reward balanced.
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Zacks Investment Research·88dRead more →
ARX▲2

Zacks highlights three buy-rated insurance stocks: AIG, American Financial, and Accelerant

Zacks Equity Research highlights American International Group, American Financial Group, and Accelerant Holdings as buy-rated insurance stocks with strong earnings momentum. American International Group saw first-quarter 2026 general insurance net premiums written rise 24% year over year and underwriting income more than triple to $774 million, with a combined ratio of 87.3%. American Financial Group's first-quarter net operating earnings increased 36.5% and specialty P&C underwriting profit jumped 66%, driving an annualized return on equity of 15.8%. Accelerant Holdings reported a 16% increase in exchange written premium to $1.14 billion and a 57% rise in operating revenues to $273.2 million, with fee-based adjusted EBITDA more than doubling. All three companies carry a Zacks Rank #2 (Buy) and have seen positive earnings estimate revisions.
AFG ▲AIG ▲ARX ▲
AFG · Capital · Positive First-quarter net operating earnings increased 36.5% and specialty P&C underwriting profit jumped 66%, with positive earnings estimate revisions and a Zacks Rank #2 (Buy).
AIG · Capital · Positive First-quarter general insurance net premiums written rose 24% and underwriting income more than tripled to $774 million, with positive earnings estimate revisions and a Zacks Rank #2 (Buy).
ARX · Capital · Positive Exchange written premium increased 16% to $1.14 billion, operating revenues rose 57%, and fee-based adjusted EBITDA more than doubled, with positive earnings estimate revisions and a Zacks Rank #2 (Buy).
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