Wall Street analyst estimates for AXIS Capital Holdings Limited (AXS): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
AXIS Capital Holdings Ltd. engages in the provision of various insurance and reinsurance products and services. It operates through the Insurance and Reinsurance segments. The Insurance segment offers property, marine, terrorism, aviation, political risk, professional lines, liability, accident, and health insurance products. The Reinsurance segment offers non-life treaty reinsurance to insurance companies.
Consensus price target
$116.80 (+15 % vs price $101.61)
between $108.00 and $126.00 · 6 targets published in the last quarter
Closing price, Oct 28
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $7.4B | $7.3B – $7.4B | $12.26 | 6 |
| 2027E | $7.8B | $7.8B – $7.8B | $13.40 | 6 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 15 |
| Hold | 14 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 29 |
| Avg rating (−2 sell to +2 buy) | 0.52 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-10-28 | $2.85 | ||
| 2026-07-28 | $2.84 | $3.25 | -12.6% |
| 2026-04-29 | $3.42 | $3.33 | +2.7% |
| 2026-01-28 | $3.25 | $2.97 | +9.4% |
| 2025-10-29 | $3.25 | $2.72 | +19.5% |
| 2025-07-29 | $3.29 | $2.88 | +14.2% |
| 2025-04-30 | $3.17 | $2.64 | +20.1% |
| 2025-01-29 | $2.97 | $2.68 | +10.8% |
Valuation Ratios
| P/E Ratio | 6.45 |
| Price / Book | 1.18 |
| EV / EBITDA | 5.98 |
| Dividend Yield | 1.73% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.13B | $4.44B | $5.12B | $5.19B | $4.76B | $5.32B | $5.30B | $5.59B | $6.02B | $6.56B |
| Cost of Revenue | $2.95B | $4.11B | $4.16B | $4.07B | $4.21B | $3.93B | $4.26B | $4.39B | $4.23B | $3.29B |
| Gross Profit | $1.18B | $330.5M | $960.4M | $1.12B | $550.4M | $1.39B | $1.04B | $1.20B | $1.79B | $3.28B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $602.7M | $579.4M | $627.4M | $634.8M | $579.8M | $663.3M | $680.3M | $684.4M | $666.2M | $703.9M |
| Operating Expenses | $654.1M | $698.6M | $947.9M | $778.6M | $679.6M | $741.9M | $797.3M | $798.0M | $781.5M | $2.05B |
| Operating Income | $521.8M | -$368.1M | $12.5M | $337.4M | -$129.1M | $648.9M | $243.1M | $398.4M | $1.01B | $1.23B |
| EBITDA | $597.7M | -$281.9M | $89.8M | $480.8M | $11.7M | $778.2M | $374.6M | $542.4M | $1.13B | $1.35B |
| Interest Expense | $51.4M | $54.8M | $67.4M | $68.1M | $75.0M | $62.3M | $63.1M | $68.4M | $67.8M | $66.7M |
| Pre-tax Income | $521.8M | -$368.1M | $12.5M | $337.4M | -$132.7M | $681.0M | $245.1M | $402.6M | $1.03B | $1.23B |
| Income Tax | $6.3M | -$7.5M | -$29.5M | $23.7M | -$12.3M | $62.4M | $22.0M | $26.3M | -$55.6M | $216.7M |
| Net Income | $513.4M | -$369.0M | $43.0M | $323.5M | -$120.4M | $618.6M | $223.1M | $376.3M | $1.08B | $1.01B |
| EPS | $5.13 | $-4.39 | $0.52 | $3.37 | $-1.79 | $6.95 | $2.27 | $4.06 | $12.49 | $12.52 |
| EPS (Diluted) | $5.08 | $-4.39 | $0.51 | $3.34 | $-1.79 | $6.90 | $2.25 | $4.02 | $12.35 | $12.35 |
| Shares Outstanding (Diluted) | 91.5 M | 84.1 M | 84.0 M | 84.5 M | 84.3 M | 85.3 M | 85.7 M | 86.0 M | 85.2 M | 79.3 M |
Price
| Price | $101.61 (closing price, October 28, 2026) |
| Market Cap | $7.4B |
| Exchange | NYSE |
| Country | BM |
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Explore sector: Financial Services · Insurance - Diversified
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