Brokerages Set Axis Capital Holdings Limited (NYSE:AXS) Target Price at $124.00

Axis Capital Holdings Limited (NYSE:AXS) has earned an average recommendation of “Moderate Buy” from the twelve research firms that are covering the firm, Marketbeat reports. Three investment analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has assigned a strong buy rating to the company. The average 12 month target price among brokers that have updated their coverage on the stock in the last year is $124.00.

Several brokerages have recently weighed in on AXS. Bank of America dropped their price objective 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. Keefe, Bruyette & Woods boosted their target price on Axis Capital from $121.00 to $130.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Mizuho set a $141.00 price target on Axis Capital in a report on Monday, February 2nd. Wells Fargo & Company decreased their price objective on Axis Capital from $124.00 to $121.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Finally, Royal Bank Of Canada upped their target price on Axis Capital from $125.00 to $130.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th.

Trending Headlines about Axis Capital

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

• Positive Sentiment: Zacks raised multiple near‑term and full‑year forecasts: Q1 2026 to $3.06 (from $2.93), Q1 2027 to $3.49 (from $3.18), Q2 2026 to $3.09, Q3 2026 to $3.29, Q4 2026 to $3.41, FY2026 to $12.85 (from $12.65), FY2027 to $13.79 (from $13.70) and FY2028 to $15.01. These upward revisions suggest Zacks sees stronger underwriting/investment momentum and support a more constructive outlook for AXS. Zacks Research Estimate Changes
• Neutral Sentiment: Zacks published a broad refresh of quarterly models across 2026–2028 (a mixture of small tweaks and new longer‑range forecasts). Some moves appear to be model updates rather than a clear directional signal — watch for company commentary or actual quarterly results to confirm the trend. Zacks Research Estimate Changes
• Negative Sentiment: Zacks cut longer‑dated quarterly estimates: Q4 2027 was lowered materially to $3.35 (from $3.85) and Q3 2027 trimmed to $3.55 (from $3.60). The Q4 2027 reduction is the clearest headwind in this package and could weigh on near‑term investor sentiment until company results or reserve commentary clarify drivers. Zacks Research Estimate Changes

Institutional Investors Weigh In On Axis Capital

Hedge funds and other institutional investors have recently made changes to their positions in the business. Orion Porfolio Solutions LLC lifted its position in Axis Capital by 5.0% in the 3rd quarter. Orion Porfolio Solutions LLC now owns 2,104 shares of the insurance provider’s stock valued at $202,000 after acquiring an additional 100 shares in the last quarter. Truist Financial Corp raised its stake in shares of Axis Capital by 2.3% in the fourth quarter. Truist Financial Corp now owns 4,597 shares of the insurance provider’s stock worth $492,000 after purchasing an additional 105 shares during the last quarter. SBI Securities Co. Ltd. lifted its holdings in shares of Axis Capital by 21.6% in the second quarter. SBI Securities Co. Ltd. now owns 658 shares of the insurance provider’s stock valued at $68,000 after purchasing an additional 117 shares in the last quarter. Benedict Financial Advisors Inc. boosted its position in shares of Axis Capital by 0.5% during the second quarter. Benedict Financial Advisors Inc. now owns 26,541 shares of the insurance provider’s stock valued at $2,755,000 after buying an additional 120 shares during the last quarter. Finally, Stifel Financial Corp boosted its position in shares of Axis Capital by 0.3% during the fourth quarter. Stifel Financial Corp now owns 37,119 shares of the insurance provider’s stock valued at $3,975,000 after buying an additional 122 shares during the last quarter. 93.44% of the stock is owned by institutional investors.

Axis Capital Price Performance

Shares of AXS opened at $101.75 on Tuesday. The firm has a market cap of $7.84 billion, a PE ratio of 8.21, a price-to-earnings-growth ratio of 3.04 and a beta of 0.63. Axis Capital has a 52-week low of $84.81 and a 52-week high of $110.34. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.67 and a current ratio of 0.67. The business’s 50 day moving average price is $104.17 and its two-hundred day moving average price is $99.37.

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 the consensus estimate of $2.97 by $0.28. The company had revenue of $1.73 billion during the quarter, compared to analyst estimates of $1.33 billion. Axis Capital had a net margin of 15.37% and a return on equity of 18.90%. Axis Capital’s revenue for the quarter was up 17.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.38 EPS. On average, equities analysts anticipate that Axis Capital will post 11.19 EPS for the current year.

Axis Capital Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st were issued a dividend of $0.44 per share. The ex-dividend date was Wednesday, December 31st. This represents a $1.76 annualized dividend and a yield of 1.7%. Axis Capital’s dividend payout ratio is presently 14.21%.

Axis Capital Company Profile

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.