Q1 EPS Estimates for Axis Capital Raised by Zacks Research

Axis Capital Holdings Limited (NYSE:AXS) – Zacks Research boosted their Q1 2026 earnings per share (EPS) estimates for Axis Capital in a research note issued on Thursday, April 16th. Zacks Research analyst Team now forecasts that the insurance provider will post earnings of $3.19 per share for the quarter, up from their prior estimate of $3.17. The consensus estimate for Axis Capital’s current full-year earnings is $11.19 per share. Zacks Research also issued estimates for Axis Capital’s Q2 2026 earnings at $3.19 EPS, Q3 2026 earnings at $3.37 EPS, Q4 2026 earnings at $3.51 EPS, FY2026 earnings at $13.27 EPS, Q1 2027 earnings at $3.41 EPS, Q2 2027 earnings at $3.48 EPS, Q4 2027 earnings at $3.45 EPS and FY2027 earnings at $13.98 EPS.

Axis Capital (NYSE:AXS) last posted its earnings results on Wednesday, January 28th. The insurance provider reported $3.25 earnings per share for the quarter, topping the consensus estimate of $2.97 by $0.28. The firm had revenue of $1.73 billion during the quarter, compared to analysts’ expectations of $1.33 billion. Axis Capital had a return on equity of 18.72% and a net margin of 15.37%.The firm’s revenue was up 17.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.38 earnings per share.

Other equities research analysts have also recently issued research reports about the company. Keefe, Bruyette & Woods decreased their target price on Axis Capital from $130.00 to $126.00 and set an “outperform” rating for the company in a research note on Tuesday, April 7th. Weiss Ratings upgraded Axis Capital from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Tuesday, March 17th. Wells Fargo & Company boosted their target price on Axis Capital from $121.00 to $123.00 and gave the stock an “overweight” rating in a research note on Thursday, April 9th. Roth Mkm restated a “buy” rating and set a $120.00 target price on shares of Axis Capital in a research note on Thursday, January 29th. Finally, Jefferies Financial Group restated a “buy” rating and set a $122.00 target price on shares of Axis Capital in a research note on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $122.80.

Axis Capital Price Performance

AXS stock opened at $102.04 on Friday. The business has a 50 day moving average price of $101.92 and a 200 day moving average price of $101.01. The stock has a market cap of $7.56 billion, a price-to-earnings ratio of 8.24, a PEG ratio of 2.05 and a beta of 0.63. Axis Capital has a fifty-two week low of $88.07 and a fifty-two week high of $110.34. The company has a quick ratio of 0.65, a current ratio of 0.65 and a debt-to-equity ratio of 0.24.

Axis Capital Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st were paid a $0.44 dividend. The ex-dividend date was Tuesday, March 31st. This represents a $1.76 dividend on an annualized basis and a yield of 1.7%. Axis Capital’s payout ratio is currently 14.21%.

Institutional Investors Weigh In On Axis Capital

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Johnson Investment Counsel Inc. lifted its stake in Axis Capital by 0.5% in the third quarter. Johnson Investment Counsel Inc. now owns 1,222,932 shares of the insurance provider’s stock valued at $117,157,000 after buying an additional 6,571 shares during the last quarter. Synergy Asset Management LLC lifted its stake in Axis Capital by 63.2% in the third quarter. Synergy Asset Management LLC now owns 352,050 shares of the insurance provider’s stock valued at $33,726,000 after buying an additional 136,313 shares during the last quarter. Allianz Asset Management GmbH lifted its stake in Axis Capital by 30.3% in the third quarter. Allianz Asset Management GmbH now owns 970,411 shares of the insurance provider’s stock valued at $92,965,000 after buying an additional 225,569 shares during the last quarter. Dynamic Technology Lab Private Ltd purchased a new stake in Axis Capital in the third quarter valued at approximately $1,118,000. Finally, New York State Common Retirement Fund lifted its stake in Axis Capital by 22.8% in the third quarter. New York State Common Retirement Fund now owns 110,364 shares of the insurance provider’s stock valued at $10,573,000 after buying an additional 20,484 shares during the last quarter. Hedge funds and other institutional investors own 93.44% of the company’s stock.

Axis Capital News Roundup

Here are the key news stories impacting Axis Capital this week:

• Positive Sentiment: Zacks Research raised multiple quarterly and full‑year EPS forecasts for AXS (small but consistent upward revisions across Q1–Q4 2026–27 and FY2026–FY2027), improving forward earnings visibility and supporting upside estimates. Will Axis Capital (AXS) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Zacks research pieces highlight AXIS’s premium growth and disciplined underwriting — factors that support margin expansion and recurring earnings strength, reinforcing the rationale behind the estimate upgrades. Can AXS Sustain Its Growth on Premium Strength and Underwriting?
• Neutral Sentiment: Axis’s recent January quarter reported an earnings beat and revenue upside (strong premium/revenue growth year‑over‑year), which provides the track record backing current analyst optimism. This is background support rather than new news.
• Negative Sentiment: Bank of America trimmed its price target on AXS to $106, which reduces some analyst‑implied upside and could cap near‑term gains if other brokers follow. Bank of America Lowers Axis Capital (NYSE:AXS) Price Target to $106.00

About Axis Capital

AXIS Capital Holdings Limited, through its subsidiaries, provides various specialty insurance and reinsurance products in Bermuda, the United States, and internationally. It operates through two segments, Insurance and Reinsurance. The Insurance segment offers professional insurance products that cover directors' and officers' liability, errors and omissions, employment practices, fiduciary, crime, professional indemnity, medical malpractice, and other financial insurance related coverages for commercial enterprises, financial institutions, not-for-profit organizations, and other professional service providers; and property insurance products for commercial buildings, residential premises, construction projects, property in transit, onshore renewable energy installations, and physical damage and business interruption following an act of terrorism.