AXSAXSFinancial Services · Insurance - Specialty

AXS Stock Forecast: AXIS Capital Holdings Ltd. Price Predictions for 2026-2027

Last close, 14 Oct 2026
$98
+0.52% on the day

The 12 Wall Street analysts covering AXIS Capital Holdings Ltd. hold a median 12-month price target of $121 — +23.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 71 of 100 as at 14 Oct 2026 — in the upper half. Here, the model and the Street point the same way.

Market cap
$7.1B
Ticker Nerd rank
71 / 100
Median analyst target
$121
Analysts covering
12
Revenue$1.8B+13.8% y/y
Net income$258.1M
Free cash flow$631.5M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.8%
1M
−1.5%
YTD
−7.2%
1Y
+0.5%
From 52W high
−17.4%
From 52W low
+12.6%
$87
$119
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AXS stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores AXIS Capital Holdings Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 14 Oct 2026
71 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Issuance
88
Value
87
Growth
82
Volatility
77
Quality
63
Momentum
61
Revisions
51
Accruals
25
Size
18

Issuance (88): The share count has been shrinking and the company is not leaning on new borrowing.

Accruals (25): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (18): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

AXS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AXS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$90$100$110$120$130Jan 26Apr 26Jul 26Oct 26AXSHigh $130Median $121Low $104

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says12 analysts
8 Buy4 Hold0 Sell
Low $104Median $121High $130

The green dot is the last close — the median target sits +23.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 7 moved it down.

DateFirmActionRatingTarget
12 Oct 2026Wells FargoMaintainsOverweight$126 → $112
7 Oct 2026MizuhoMaintainsOutperform$118 → $116
16 Sept 2026MizuhoMaintainsOutperform$130 → $118
16 Sept 2026MizuhoMaintainsOutperform—
25 Aug 2026TD CowenReiteratesBuy$130
25 Aug 2026TD CowenReiteratesBuy—
4 Aug 2026Keefe, Bruyette & WoodsMaintainsOutperform—
4 Aug 2026Keefe, Bruyette & WoodsMaintainsOutperform$131 → $125
3 Aug 2026MizuhoMaintainsOutperform$142 → $130
3 Aug 2026MizuhoMaintainsOutperform—
3 Aug 2026UBSMaintainsBuy$131 → $126
3 Aug 2026UBSMaintainsBuy—
30 July 2026Wells FargoMaintainsOverweight$134 → $126
30 July 2026Wells FargoMaintainsOverweight—
9 July 2026MizuhoMaintainsOutperform—
9 July 2026MizuhoMaintainsOutperform$137 → $142
9 July 2026Wells FargoMaintainsOverweight—
9 July 2026Wells FargoMaintainsOverweight$119 → $134
8 July 2026Keefe, Bruyette & WoodsMaintainsOutperform$126 → $131
8 July 2026Keefe, Bruyette & WoodsMaintainsOutperform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AXS appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

AXS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 14 Oct 2026, AXIS Capital Holdings Ltd. returned +0.5% against +17.5% for the S&P 500, dividends included.

AXS vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120Jan 26Apr 26Jul 26Oct 26AXSS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

AXS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−6.6%
Analysts raising
0
Analysts cutting
11
Fundamentals

AXIS Capital Holdings Ltd. (AXS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
6.9×

Cheaper than 63% of US stocks

Price / sales
1.0×

Cheaper than 67% of US stocks

Price / book
1.2×

Cheaper than 64% of US stocks

EV / EBITDA
5.8×

Cheaper than 51% of US stocks

Growth & margins
Revenue growth (YoY)
7.4%

Higher than 45% of US stocks

Earnings growth (YoY)
15.6%

Higher than 53% of US stocks

Gross margin
—
Operating margin
19.2%

Higher than 78% of US stocks

Net margin
16.2%

Higher than 79% of US stocks

Returns & dividend
Return on equity
17.4%

Higher than 78% of US stocks

Return on assets
2.4%

Higher than 61% of US stocks

Dividend yield
1.8%

Higher than 77% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

AXIS Capital Holdings Ltd. (AXS) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • AXIS Capital Holdings Ltd. has a market value of $7.1B and an enterprise value of $8.4B.

  • Revenue in the twelve months to 30 June 2026: $6.9B. The latest quarter grew 7.4% year on year.

  • Net income over the same four quarters: $1.1B, a 16.1% net margin.

  • Diluted earnings per share, trailing twelve months: $14.08.

  • Free cash flow in the twelve months to 30 June 2026: $2.5B.

  • AXIS Capital Holdings Ltd. spent $546.5M on share buybacks and $167.1M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 73.1M.

  • Trailing P/E: 6.9×; forward P/E: 7.3× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.80%, paying out 13% of earnings.

  • AXIS Capital Holdings Ltd. employs 1,966 people — $3.5M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 13 Oct 2026

Data provided by Twelve Data

Peers

AXS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelInsurance - Specialty
CompanyMarket capTKN rank
AXSAXIS Capital Holdings Ltd.$7.1B
71
FAFFirst American Financial Corp.$6.3B
75
ACTEnact Holdings, Inc.$6.3B
80
ESNTEssent Group Ltd.$5.9B
79
MTGMGIC Investment Corp.$5.8B
76
FNFFidelity National Financial, Inc.$10.6B
24
RDNRadian Group Inc.$4.5B
53

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own AXIS Capital Holdings Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest AXS news & analysis

Axis Capital weighs possible offer for Irish bank PTSB

Reuters · 2 Oct 2026neutral

Dublin-based advisory firm Axis Capital said on Friday it is considering a possible cash offer for Irish retail lender Permanent TSB at €3.20 per share, valuing the bank at €1.74 billion ($1.96 billion).

Why it matters — AXS watchers would care because this potential acquisition signals Axis Capital is exploring a significant corporate transaction that could affect the company's strategic direction and capital allocation.

AXIS Capital's Specialty Focus Supports Growth and Shareholder Returns

Zacks Investment Research · 2 Oct 2026positive

AXIS Capital's specialty focus, disciplined underwriting, and rising investment yields are supporting its growth and shareholder returns. The report notes that catastrophe and geopolitical risks remain key considerations for the company.

Why it matters — AXIS watchers would care because it highlights the company's strengths driving growth and returns while flagging the catastrophe and geopolitical risks that could affect its outlook.

Axis Capital to Release Third Quarter Financial Results on October 28, 2026

GlobeNewsWire · 1 Oct 2026neutral

AXIS Capital Holdings Limited announced it will release its third quarter financial results for the period ended September 30, 2026, on Wednesday, October 28, 2026, after the close of financial markets.

Why it matters — AXS watchers will want to note the scheduled date for the third quarter earnings release to anticipate when new financial results will be made available.

AXS and Malmö Arena Announce New Ticketing Partnership

Business Wire · 1 Oct 2026positive

AXS, a global leader in ticketing services, announced a new partnership with Malmö Arena that will make AXS the Arena's official ticketing partner. The announcement was made in Malmö, Sweden.

Why it matters — This new partnership expands AXS's presence in the European venue ticketing market, strengthening its network of official ticketing partners.

AXS and Denver Arts & Venues Launch Beyond AXS Community Initiative in Denver

Business Wire · 24 Sept 2026neutral

AXS and Denver Arts & Venues have launched the Beyond AXS community initiative in Denver. The announcement was made via Business Wire, highlighting a new community-focused program in the city.

Why it matters — The launch reflects AXS's ongoing community engagement and partnership activity in the Denver market, which AXS watchers may track as part of the company's broader outreach initiatives.

FAQ

Frequently asked questions about AXS stock

What is the AXS stock price forecast for 2026-2027?

The 12 Wall Street analysts covering AXIS Capital Holdings Ltd. have a median 12-month price target of $121, with estimates ranging from $104 to $130. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is AXS stock a buy right now?

Of the 12 analysts covering AXIS Capital Holdings Ltd., 8 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks AXIS Capital Holdings Ltd. 71 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AXS?

As at 14 Oct 2026, AXIS Capital Holdings Ltd. ranks 71 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (88 of 100).

Will AXS stock go up?

No one can know that. What the data says: the median 12-month target from 12 analysts implies +23.4% from the last close, and Ticker Nerd's factor model ranks AXIS Capital Holdings Ltd. 71 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AXS stock forecast for 2030?

No analyst covering AXIS Capital Holdings Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AXS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $104 to $130 over the next 12 months.

How has AXS stock performed over the past year?

AXIS Capital Holdings Ltd. returned +0.5% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does AXIS Capital Holdings Ltd. do?

AXIS Capital Holdings Ltd. is a global specialty insurer and reinsurer that provides tailored risk-transfer solutions for businesses and institutions.

What is the latest news on AXS?

The most recent item we track (Reuters, 2 Oct 2026): "Axis Capital weighs possible offer for Irish bank PTSB". Dublin-based advisory firm Axis Capital said on Friday it is considering a possible cash offer for Irish retail lender Permanent TSB at €3.20 per share, valuing the bank at €1.74 billion ($1.96 billion).

Company

About AXIS Capital Holdings Ltd.

AXIS Capital Holdings Ltd. is a global specialty insurer and reinsurer that provides tailored risk-transfer solutions for businesses and institutions. Through its AXIS Insurance and AXIS Re platforms, the company offers specialty insurance products across professional lines, property, liability, cyber, marine and aviation, accident and health, and credit and political risk. Its reinsurance operations provide treaty coverage to insurers, supporting a broad range of sectors including catastrophe, engineering, agriculture, surety, and marine and aviation. AXIS Capital serves clients in Bermuda, the United States, Europe, Singapore, and Canada, with a focus on niche and complex risks that require specialized underwriting expertise. Headquartered in Pembroke, Bermuda, AXIS Capital Holdings Ltd. plays an important role in the global insurance market by helping businesses manage exposures that are often underserved by standard insurance offerings.

CEO Mr. Vincent Christopher Tizzio · 1,966 employees · Bermuda · https://www.axiscapital.com