Overview Dividends

(AXS) AXIS Capital Holdings - Ratings and Ratios

Exchange: NYSE • Country: Bermuda • Currency: USD • Type: Common Stock • ISIN: BMG0692U1099

Insurance, Reinsurance, Casualty, Property, Marine

Property & Casualty Insurance
Market Cap in USD: 7,706m
IPO / Inception: 2003-07-01
Return 12m vs S&P 500: 2.54%

Dividends

Dividend Yield 1.69%
Yield on Cost 5y 3.96%
Yield CAGR 5y 1.63%
Payout Consistency 95.3%
Payout Ratio 13.9%
Risk via 10d forecast
Volatility 22.9%
Value at Risk 5%th 37.8%
Relative Tail Risk 0.18%
Reward TTM
Sharpe Ratio 0.58
Alpha 9.62
CAGR/Max DD 1.49
Character TTM
Hurst Exponent 0.345
Beta 0.536
Beta Downside 0.675
Drawdowns 3y
Max DD 18.54%
Mean DD 6.19%
Median DD 5.39%

Description: AXS AXIS Capital Holdings November 04, 2025

AXIS Capital Holdings Ltd (NYSE:AXS) operates two primary businesses-Insurance and Reinsurance-delivering a broad suite of specialty coverages across Bermuda, the United States, and global markets. The Insurance segment focuses on professional liability (D&O, E&O, medical malpractice), property, marine, aviation, cyber, credit-political risk, and niche personal lines such as travel and pet insurance. The Reinsurance segment provides capacity for agriculture, catastrophe, motor, professional, life, and property-liability lines, among others.

Key performance indicators from the most recent fiscal year show a net written premium (NWP) of roughly $9.8 bn, a combined ratio of 94.5% (indicating underwriting profitability), and a return on equity (ROE) near 12%, which is modestly above the sector median of ~10%.

Sector-wide drivers that materially affect AXIS’s outlook include the cyclical nature of reinsurance pricing (hard vs. soft markets), the frequency and severity of natural catastrophes-particularly hurricanes in the U.S. Gulf and Atlantic regions-and the prevailing interest-rate environment, which influences investment income that often offsets underwriting results.

For a deeper quantitative look at AXS’s valuation metrics, you might explore the analytics on ValueRay.

Piotroski VR‑10 (Strict, 0-10) 5.5

Net Income (1.01b TTM) > 0 and > 6% of Revenue (6% = 377.2m TTM)
FCFTA -0.01 (>2.0%) and ΔFCFTA -6.33pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue 21.74% (prev 293.0%; Δ -271.3pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA -0.01 (>3.0%) and CFO -315.8m <= Net Income 1.01b (YES >=105%, WARN >=100%)
Net Debt (665.8m) to EBITDA (1.27b) ratio: 0.52 <= 3.0 (WARN <= 3.5)
Current Ratio 13.54 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)
Outstanding Shares last Quarter (79.3m) change vs 12m ago -6.67% (target <= -2.0% for YES)
Gross Margin 30.59% (prev 22.61%; Δ 7.98pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 18.75% (prev 17.88%; Δ 0.87pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
Interest Coverage Ratio 18.32 (EBITDA TTM 1.27b / Interest Expense TTM 66.6m) >= 6 (WARN >= 3)

Altman Z'' 1.56

(A) 0.04 = (Total Current Assets 1.48b - Total Current Liabilities 109.0m) / Total Assets 34.34b
(B) 0.23 = Retained Earnings (Balance) 7.93b / Total Assets 34.34b
(C) 0.04 = EBIT TTM 1.22b / Avg Total Assets 33.53b
(D) 0.28 = Book Value of Equity 7.95b / Total Liabilities 27.97b
Total Rating: 1.56 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 70.59

1. Piotroski 5.50pt
2. FCF Yield -3.77%
3. FCF Margin -5.02%
4. Debt/Equity 0.23
5. Debt/Ebitda 0.52
6. ROIC - WACC (= 7.37)%
7. RoE 16.51%
8. Rev. Trend 86.85%
9. EPS Trend 40.00%

What is the price of AXS shares?

As of December 13, 2025, the stock is trading at USD 104.36 with a total of 380,140 shares traded.
Over the past week, the price has changed by +6.65%, over one month by +2.69%, over three months by +5.82% and over the past year by +17.08%.

Is AXS a buy, sell or hold?

AXIS Capital Holdings has received a consensus analysts rating of 4.11. Therefore, it is recommended to buy AXS.
  • Strong Buy: 4
  • Buy: 2
  • Hold: 3
  • Sell: 0
  • Strong Sell: 0

What are the forecasts/targets for the AXS price?

Issuer Target Up/Down from current
Wallstreet Target Price 116.1 11.2%
Analysts Target Price 116.1 11.2%
ValueRay Target Price 129.8 24.3%

AXS Fundamental Data Overview December 10, 2025

Market Cap USD = 7.71b (7.71b USD * 1.0 USD.USD)
P/E Trailing = 8.1598
P/E Forward = 7.3801
P/S = 1.2229
P/B = 1.3054
P/EG = -10.28
Beta = 0.648
Revenue TTM = 6.29b USD
EBIT TTM = 1.22b USD
EBITDA TTM = 1.27b USD
Long Term Debt = 1.38b USD (from longTermDebt, last quarter)
Short Term Debt = 109.0m USD (from shortTermDebt, last quarter)
Debt = 1.49b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 665.8m USD (from netDebt column, last quarter)
Enterprise Value = 8.37b USD (7.71b + Debt 1.49b - CCE 825.9m)
Interest Coverage Ratio = 18.32 (Ebit TTM 1.22b / Interest Expense TTM 66.6m)
FCF Yield = -3.77% (FCF TTM -315.8m / Enterprise Value 8.37b)
FCF Margin = -5.02% (FCF TTM -315.8m / Revenue TTM 6.29b)
Net Margin = 16.11% (Net Income TTM 1.01b / Revenue TTM 6.29b)
Gross Margin = 30.59% ((Revenue TTM 6.29b - Cost of Revenue TTM 4.36b) / Revenue TTM)
Gross Margin QoQ = 33.44% (prev 30.04%)
Tobins Q-Ratio = 0.24 (Enterprise Value 8.37b / Total Assets 34.34b)
Interest Expense / Debt = 1.12% (Interest Expense 16.7m / Debt 1.49b)
Taxrate = 18.88% (70.3m / 372.1m)
NOPAT = 989.6m (EBIT 1.22b * (1 - 18.88%))
Current Ratio = 13.54 (Total Current Assets 1.48b / Total Current Liabilities 109.0m)
Debt / Equity = 0.23 (Debt 1.49b / totalStockholderEquity, last quarter 6.37b)
Debt / EBITDA = 0.52 (Net Debt 665.8m / EBITDA 1.27b)
Debt / FCF = -2.11 (negative FCF - burning cash) (Net Debt 665.8m / FCF TTM -315.8m)
Total Stockholder Equity = 6.13b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.95% (Net Income 1.01b / Total Assets 34.34b)
RoE = 16.51% (Net Income TTM 1.01b / Total Stockholder Equity 6.13b)
RoCE = 16.23% (EBIT 1.22b / Capital Employed (Equity 6.13b + L.T.Debt 1.38b))
RoIC = 14.21% (NOPAT 989.6m / Invested Capital 6.97b)
WACC = 6.84% (E(7.71b)/V(9.20b) * Re(7.99%) + D(1.49b)/V(9.20b) * Rd(1.12%) * (1-Tc(0.19)))
Discount Rate = 7.99% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: -100.0 | Cagr: -3.55%
Fair Price DCF = unknown (Cash Flow -315.8m)
EPS Correlation: 40.00 | EPS CAGR: 11.93% | SUE: 1.39 | # QB: 1
Revenue Correlation: 86.85 | Revenue CAGR: 5.43% | SUE: 0.96 | # QB: 1
EPS next Quarter (2026-03-31): EPS=3.40 | Chg30d=+0.039 | Revisions Net=+6 | Analysts=9
EPS next Year (2026-12-31): EPS=13.17 | Chg30d=+0.146 | Revisions Net=+9 | Growth EPS=+3.6% | Growth Revenue=+7.2%

Additional Sources for AXS Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle