Q1 EPS Estimates for Axis Capital Raised by Zacks Research

Axis Capital Holdings Limited (NYSE:AXS) – Investment analysts at Zacks Research boosted their Q1 2026 earnings per share (EPS) estimates for shares of Axis Capital in a research report issued on Tuesday, March 17th. Zacks Research analyst Team now anticipates that the insurance provider will post earnings of $3.17 per share for the quarter, up from their prior forecast of $3.07. 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 $3.18 EPS, Q3 2026 earnings at $3.36 EPS, Q4 2026 earnings at $3.47 EPS, FY2026 earnings at $13.19 EPS, Q2 2027 earnings at $3.47 EPS, Q3 2027 earnings at $3.64 EPS, Q4 2027 earnings at $3.43 EPS, FY2027 earnings at $13.94 EPS and FY2028 earnings at $15.03 EPS.

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

A number of other equities research analysts have also issued reports on AXS. Bank of America cut their price target on shares of Axis Capital from $119.00 to $115.00 and set a “neutral” rating on the stock in a report on Thursday, January 29th. Compass Point set a $121.00 price objective on shares of Axis Capital in a research note on Monday, November 24th. Wells Fargo & Company dropped their target price on shares of Axis Capital from $124.00 to $121.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Jefferies Financial Group reissued a “buy” rating and issued a $122.00 target price on shares of Axis Capital in a research note on Friday, January 30th. Finally, Keefe, Bruyette & Woods boosted their price target on Axis Capital from $121.00 to $130.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $124.00.

Axis Capital Stock Down 0.3%

Shares of NYSE AXS opened at $101.65 on Thursday. The firm’s fifty day moving average is $102.83 and its 200 day moving average is $100.42. Axis Capital has a 52 week low of $84.81 and a 52 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. The company has a market cap of $7.52 billion, a price-to-earnings ratio of 8.20, a PEG ratio of 2.03 and a beta of 0.61.

Institutional Investors Weigh In On Axis Capital

A number of large investors have recently modified their holdings of the stock. Johnson Investment Counsel Inc. grew its holdings in shares of Axis Capital by 0.5% during the 3rd quarter. Johnson Investment Counsel Inc. now owns 1,222,932 shares of the insurance provider’s stock worth $117,157,000 after acquiring an additional 6,571 shares during the period. Synergy Asset Management LLC lifted its stake in shares of Axis Capital by 63.2% in the 3rd quarter. Synergy Asset Management LLC now owns 352,050 shares of the insurance provider’s stock valued at $33,726,000 after purchasing an additional 136,313 shares during the period. Allianz Asset Management GmbH lifted its stake in shares of Axis Capital by 30.3% in the 3rd quarter. Allianz Asset Management GmbH now owns 970,411 shares of the insurance provider’s stock valued at $92,965,000 after purchasing an additional 225,569 shares during the period. Dynamic Technology Lab Private Ltd bought a new stake in shares of Axis Capital during the third quarter valued at approximately $1,118,000. Finally, New York State Common Retirement Fund grew 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 worth $10,573,000 after purchasing an additional 20,484 shares during the period. Institutional investors own 93.44% of the company’s stock.

Axis Capital Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be given a $0.44 dividend. This represents a $1.76 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend is Tuesday, March 31st. Axis Capital’s dividend payout ratio (DPR) is currently 14.21%.

Axis Capital News Summary

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

• Positive Sentiment: Zacks raised 2026 quarterly and full‑year EPS: Q1 2026 to $3.17 (from $3.07), Q2 2026 to $3.18 (from $3.13), Q3 2026 to $3.36 (from $3.30), Q4 2026 to $3.47 (from $3.43) and lifted FY2026 to $13.19 (from $12.94). This signals near‑term earnings upside versus prior forecasts. Zacks 2026 estimate upgrades
• Positive Sentiment: Zacks also boosted 2027 quarterly and full‑year estimates: Q2 2027 to $3.47 (from $3.43), Q3 2027 to $3.64 (from $3.61), Q4 2027 to $3.43 and raised FY2027 to $13.94 (from $13.79). These revisions imply continued margin/earnings improvement into FY2027. Zacks 2027 estimate upgrades
• Positive Sentiment: Zacks nudged FY2028 to $15.03 (from $15.01), a modest increase that rounds out a multi‑year upward revision trend and supports a higher earnings runway. Zacks FY2028 revision

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.