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ARXAccelerant HoldingsHold5.6·$19.85

Accelerant (ARX) Q3 2026 earnings — TrendMatrix coverage

MISS-6.5% vs estimateEPS $0.18 vs $0.19 estCurrent verdict Hold 5.6/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy

Event detail · Q3 2026

Key numbers

Adjusted EPS
$0.18
Estimate
$0.19
Surprise
-6.5%
Revenue (period 2026-09-30)
$278.6M
Score today
5.6/10

Revenue source: xbrl.

Report record · Q3 2026

How the report landed

Accelerant (ARX) missed the $0.19 estimate with adjusted EPS of $0.18 — a clear 6.5% shortfall.

Around the report

Coverage in the report window

  • Accelerant Holdings Q3 Adj. EPS $0.18 Misses $0.20 Estimate, Sales $278.600M Beat $268.717M Estimate — benzinga, 2026-11-12
Current read · as of 2026-11-15

Where TrendMatrix's rating stands now

TrendMatrix currently rates ARX Hold at 5.6/10; no pre/post engine snapshot brackets this report.

2 of the last 4 quarters beat the estimate; this quarter's -6.5% surprise compares with a +32.7% four-quarter average. Next scheduled report: 2027-03-17.

What supports the rating

  • Positive insider activity

What argues against it

  • Analyst target reached - limited upside remaining
  • Near 52-week high (0.3% away)
  • Value-trap signals (2/5): Margin compression (op margin 3.7%), Negative free cash flow

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$19.85
Stop
$19.77

The stock trades at 27.6× trailing but 21.3× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-11-15 — shown for context, not personalized investment advice.

Financial Services context

ARX at TrendMatrix's latest read

For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.

Industry
Insurance Brokers
Market cap
$4.31B
P/E (fwd)
21.3
P/E (ttm)
27.6
52-week range
$9.18–$19.91
Off 52-week high
0.3%
RSI (14)
56
Volume vs avg
1.27×
Score today
5.6/10

EPS and the estimate come from Yahoo Finance’s earnings calendar, captured around the report date. That EPS is the adjusted figure analysts forecast, so it can differ from the GAAP diluted EPS in the company’s filing, and consensus estimates vary between data providers. Revenue comes from SEC XBRL company facts where available, yfinance-provisional otherwise. Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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