Accelerant Holdings (ARX) reported fourth-quarter 2025 results showing a steep year-over-year decline in core profitability despite maintaining revenue near expectations.
Cash flow and balance sheet movements were mixed, with operating cash generation falling sharply while liquidity improved from a year earlier.
Against analyst expectations, the company roughly matched revenue forecasts but missed on earnings, and the stock saw a modest decline after the release.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Accelerant Holdings Insider Trading Activity
Accelerant Holdings insiders have traded $ARX stock on the open market 6 times in the past 6 months. Of those trades, 6 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ARX stock by insiders over the last 6 months:
- JEFFREY L RADKE (Co-Founder, CEO) purchased 74,110 shares for an estimated $999,365
- FRANCIS JAMES ONEILL (Co-Founder, Chief U/W Officer) purchased 38,000 shares for an estimated $506,809
- CHRISTOPHER LEE-SMITH (Co-Founder, Head of Distrib.) purchased 14,700 shares for an estimated $197,240
- SAMUEL GAYNOR purchased 7,500 shares for an estimated $100,773
- MATTHEW DAVID STERNBERG (COO, Risk Exchange) purchased 5,700 shares for an estimated $74,695
- KAREN SUE MERIWETHER purchased 542 shares for an estimated $7,950
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Accelerant Holdings Hedge Fund Activity
We have seen 62 institutional investors add shares of Accelerant Holdings stock to their portfolio, and 53 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KEENAN CAPITAL, LLC added 3,139,980 shares (+inf%) to their portfolio in Q4 2025, for an estimated $51,338,673
- BLACKROCK, INC. removed 2,059,045 shares (-89.3%) from their portfolio in Q4 2025, for an estimated $33,665,385
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,984,001 shares (-84.2%) from their portfolio in Q4 2025, for an estimated $32,438,416
- AZORA CAPITAL LP added 1,811,976 shares (+288.9%) to their portfolio in Q4 2025, for an estimated $29,625,807
- FMR LLC added 1,229,490 shares (+220.1%) to their portfolio in Q4 2025, for an estimated $20,102,161
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 1,011,940 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $16,545,219
- BALYASNY ASSET MANAGEMENT L.P. added 714,811 shares (+35.4%) to their portfolio in Q4 2025, for an estimated $11,687,159
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Accelerant Holdings Analyst Ratings
Wall Street analysts have issued reports on $ARX in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citizens issued a "Market Outperform" rating on 12/04/2025
- Piper Sandler issued a "Overweight" rating on 11/14/2025
- RBC Capital issued a "Outperform" rating on 10/31/2025
- Goldman Sachs issued a "Buy" rating on 10/06/2025
To track analyst ratings and price targets for Accelerant Holdings, check out Quiver Quantitative's $ARX forecast page.
Accelerant Holdings Price Targets
Multiple analysts have issued price targets for $ARX recently. We have seen 9 analysts offer price targets for $ARX in the last 6 months, with a median target of $19.5.
Here are some recent targets:
- Paul Newsome from Piper Sandler set a target price of $13.0 on 02/23/2026
- Michael Harvey from RBC Capital set a target price of $28.0 on 02/09/2026
- Matthew Carletti from Citizens set a target price of $20.0 on 12/04/2025
- Bob Huang from Morgan Stanley set a target price of $17.0 on 11/17/2025
- Cameron Bean from Scotiabank set a target price of $30.0 on 11/07/2025
- Elyse Greenspan from Wells Fargo set a target price of $17.0 on 10/08/2025
- Robert Cox from Goldman Sachs set a target price of $19.5 on 10/06/2025
