AXIS CAPITAL HOLDINGS ($AXS) posted quarterly earnings results for Q4 2025 on Wednesday, January 28th. The company reported earnings of $3.25 per share, beating estimates of $3.14 by $0.11. The company also reported revenue of $1,719,850,000, beating estimates of $1,531,390,280 by $188,459,720.
You can see Quiver Quantitative's $AXS stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
AXIS CAPITAL HOLDINGS Insider Trading Activity
AXIS CAPITAL HOLDINGS insiders have traded $AXS stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $AXS stock by insiders over the last 6 months:
- CHARLES A DAVIS sold 2,404,133 shares for an estimated $237,768,753
- DANIEL J DRAPER (Grp Chief Underwriting Officer) has made 0 purchases and 3 sales selling 8,705 shares for an estimated $842,702.
- HENRY B SMITH sold 3,500 shares for an estimated $345,345
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AXIS CAPITAL HOLDINGS Hedge Fund Activity
We have seen 220 institutional investors add shares of AXIS CAPITAL HOLDINGS stock to their portfolio, and 239 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,240,289 shares (-36.8%) from their portfolio in Q3 2025, for an estimated $118,819,686
- FIL LTD removed 657,382 shares (-52.8%) from their portfolio in Q3 2025, for an estimated $62,977,195
- MORGAN STANLEY removed 615,761 shares (-51.8%) from their portfolio in Q3 2025, for an estimated $58,989,903
- FREESTONE GROVE PARTNERS LP added 591,906 shares (+inf%) to their portfolio in Q3 2025, for an estimated $56,704,594
- JUPITER ASSET MANAGEMENT LTD removed 449,595 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $43,071,201
- MILLENNIUM MANAGEMENT LLC added 436,944 shares (+374.7%) to their portfolio in Q3 2025, for an estimated $41,859,235
- ALLIANCEBERNSTEIN L.P. removed 352,724 shares (-37.7%) from their portfolio in Q3 2025, for an estimated $33,790,959
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AXIS CAPITAL HOLDINGS Analyst Ratings
Wall Street analysts have issued reports on $AXS in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Keefe, Bruyette & Woods issued a "Outperform" rating on 01/06/2026
- RBC Capital issued a "Outperform" rating on 11/25/2025
- Wells Fargo issued a "Overweight" rating on 10/08/2025
To track analyst ratings and price targets for AXIS CAPITAL HOLDINGS, check out Quiver Quantitative's $AXS forecast page.
AXIS CAPITAL HOLDINGS Price Targets
Multiple analysts have issued price targets for $AXS recently. We have seen 7 analysts offer price targets for $AXS in the last 6 months, with a median target of $124.0.
Here are some recent targets:
- Elyse Greenspan from Wells Fargo set a target price of $124.0 on 01/13/2026
- Meyer Shields from Keefe, Bruyette & Woods set a target price of $130.0 on 01/06/2026
- Joshua Shanker from B of A Securities set a target price of $115.0 on 01/06/2026
- Yaron Kinar from Mizuho set a target price of $133.0 on 12/16/2025
- Rowland Mayor from RBC Capital set a target price of $125.0 on 11/25/2025
- Robert Cox from Goldman Sachs set a target price of $104.0 on 10/14/2025
- Brian Meredith from UBS set a target price of $120.0 on 10/08/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
