Earnings summaries and quarterly performance for AXIS CAPITAL HOLDINGS.
Executive leadership at AXIS CAPITAL HOLDINGS.
Vincent Tizzio
Detailed
President and Chief Executive Officer
CEO
AT
A. Tom Bolovinos
Detailed
Chief Accounting Officer
CB
Conrad Brooks
Detailed
Chief Administrative and Legal Officer
DD
Daniel Draper
Detailed
Chief Underwriting Officer
DP
David Phillips
Detailed
Chief Investment Officer
PV
Peter Vogt
Detailed
Chief Financial Officer
Board of directors at AXIS CAPITAL HOLDINGS.
AM
Anne Melissa Dowling
Detailed
Director
AT
Axel Theis
Detailed
Director
BY
Barbara Yastine
Detailed
Director
CD
Charles Davis
Detailed
Director
EH
Elanor Hardwick
Detailed
Director
HS
Henry Smith
Detailed
Director
LZ
Lizabeth Zlatkus
Detailed
Director
MM
Michael Millegan
Detailed
Director
SG
Stanley Galanski
Detailed
Director
TR
Thomas Ramey
Detailed
Director
WM
W. Marston Becker
Detailed
Chair of the Board
Research analysts who have asked questions during AXIS CAPITAL HOLDINGS earnings calls.
AK
Andrew Kligerman
TD Cowen
6 questions for AXS
Also covers: ABL, ACGL, AJG +21 more
Charlie Lederer
BMO Capital Markets
5 questions for AXS
Also covers: AHL, AJG, ARX +4 more
Andrew Andersen
Jefferies
4 questions for AXS
Also covers: ACGL, AFG, AHL +20 more
Josh Shanker
Bank of America
3 questions for AXS
Also covers: ACGL, ALL, BRO +11 more
YK
Yaron Kinar
Oppenheimer & Co. Inc.
3 questions for AXS
Also covers: ACGL, ALL, BRO +12 more
Brian Meredith
UBS
2 questions for AXS
Also covers: ACGL, AIG, AIZ +17 more
CG
Christian Getzoff
Wells Fargo Securities LLC
2 questions for AXS
Also covers: EG, RLI
EG
Elyse Greenspan
Wells Fargo
2 questions for AXS
Also covers: ACGL, AFL, AHL +30 more
Hristian Getsov
Wells Fargo
2 questions for AXS
Also covers: AFG, ALL, BWIN +3 more
Joshua Shanker
Bank of America Merrill Lynch
2 questions for AXS
Also covers: ACGL, AFL, ALL +13 more
Meyer Shields
Keefe, Bruyette & Woods
2 questions for AXS
Also covers: ACGL, AFG, AIG +24 more
RM
Rowland Mayor
Oppenheimer & Co. Inc.
2 questions for AXS
Also covers: ARX, KNSL, SKWD
Dean Criscitiello
Keefe, Bruyette & Woods
1 question for AXS
Also covers: AJG, AON, BOW +3 more
J
Jane
KBW
1 question for AXS
Jf
Jian for Meyer
Keefe, Bruyette & Woods
1 question for AXS
Recent press releases and 8-K filings for AXS.
AXIS Capital Reports Strong Full-Year 2025 Results and Announces CFO Transition
AXS
Earnings
CFO Change
Share Buyback
- AXIS Capital reported strong full-year 2025 financial results, including an 18% increase in diluted book value per common share to $77.20, an 18% operating return on equity, record gross written premiums of $9.6 billion (up 7%), and its lowest full-year combined ratio since 2010 at 89.8%. Full-year net income was $978 million, or $12.35 per diluted common share, resulting in a 17% return on common equity.
- The insurance segment delivered outstanding performance in 2025 with record gross written premiums of $7.2 billion (up 9%), record underwriting income of $597 million (up 40%), and a combined ratio of 86%. The reinsurance segment maintained a strong combined ratio of 92.6% with $128 million in underwriting income.
- The company is committed to achieving an 11% underwriting General & Administrative (G&A) ratio in 2026, driven by investments in technology and operational efficiencies.
- AXIS Capital returned $139 million in dividends and executed $888 million in share repurchases in 2025, with $112 million remaining authorization for share repurchases.
- Pete Vogt will be stepping down as CFO, and Matt Kirk will assume the role.
Jan 29, 2026, 1:30 PM
AXS Reports Q4 2025 Financial Results
AXS
Earnings
Revenue Acceleration/Inflection
- Gross premiums written for Q4 2025 increased 11.9% to $2,209,707 compared to Q4 2024.
- Net premiums earned for Q4 2025 grew 11.0% to $1,528,475 from Q4 2024.
- Earnings per diluted common share for Q4 2025 rose 8.6% to $3.67, and the combined ratio improved to 90.4% from 94.2% in Q4 2024.
- Book value per common share increased 17.3% to $78.32 as of December 31, 2025.
Jan 29, 2026, 1:30 PM
AXIS Reports Strong Full-Year 2025 Results and Provides 2026 Outlook
AXS
Earnings
Guidance Update
CFO Change
- AXIS reported strong full-year 2025 results, including an 18% increase in diluted book value per common share to $77.20, an 18% operating return on equity, record gross written premiums of $9.6 billion (up 7%), and a combined ratio of 89.8%.
- For 2026, the company anticipates mid- to high single-digit gross written premium growth in its insurance segment, while reinsurance gross premiums could be down up to double digits due to a cautious market stance.
- AXIS is targeting an 11% general and administrative (G&A) ratio for 2026 and expects the overall company combined ratio to be around 90%.
- The company announced a CFO transition, with Pete Vogt being succeeded by Matt Kirk, and stated a continued focus on organic growth and opportunistic share buybacks.
Jan 29, 2026, 1:30 PM
AXIS Reports Record Full-Year 2025 Gross Written Premiums and Strong Profitability
AXS
Earnings
Guidance Update
Share Buyback
- AXIS reported strong full-year 2025 results, including record gross written premiums of $9.6 billion, up 7% over the prior year, and a combined ratio of 89.8, its lowest since 2010.
- For the full year 2025, net income available to common shareholders was $978 million or $12.35 per diluted common share, with an operating return on equity of 18.1%. Diluted book value per common share increased 18% to $77.20.
- The company returned substantial capital to shareholders in 2025, with $139 million in dividends and $888 million in share repurchases, and has a current authorization for another $112 million in share repurchases.
- AXIS is targeting an 11% G&A ratio for 2026, down from 12.4% in 2025, driven by investments in technology and operational efficiencies.
- For 2026, the company expects insurance gross written premiums to grow at a mid- to high single-digit rate, potentially reaching double digits with RAC Re, while reinsurance gross premiums could be down up to double digits due to market conditions.
Jan 29, 2026, 1:30 PM
AXIS Capital Reports Strong Fourth Quarter and Full Year 2025 Financial Results
AXS
Earnings
Dividends
Share Buyback
- AXIS Capital reported net income available to common shareholders of $282 million, or $3.67 per diluted common share, and operating income of $250 million, or $3.25 per diluted common share, for the fourth quarter of 2025. For the full year 2025, net income was $979 million, or $12.35 per diluted common share, and operating income was $1.0 billion, or $12.92 per diluted common share.
- The company achieved a combined ratio of 90.4% for Q4 2025 and 89.8% for the full year 2025. Underwriting income increased by 42% to $184 million in Q4 2025 and by 27% to $725 million for the full year 2025, compared to the respective prior year periods.
- Book value per diluted common share reached $77.20 at December 31, 2025, representing an 18.3% increase from December 31, 2024.
- AXIS Capital returned $1.0 billion in total capital to common shareholders in 2025, comprising $888 million in common share repurchases and $139 million in common share dividends.
Jan 28, 2026, 9:26 PM
AXIS Capital Reports Strong Q4 and Full-Year 2025 Financial Results
AXS
Earnings
Share Buyback
Dividends
- For the fourth quarter of 2025, AXIS Capital reported net income available to common shareholders of $282 million, or $3.67 per diluted common share, and operating income of $249.5 million, or $3.25 per diluted common share.
- For the full year 2025, net income available to common shareholders was $979 million, or $12.35 per diluted common share, and operating income was $1.0 billion, or $12.92 per diluted common share.
- The company achieved a combined ratio of 90.4% for Q4 2025 and 89.8% for the full year 2025. Underwriting income increased by 42% to $184 million in Q4 2025 compared to Q4 2024, and by 27% to $725 million for the full year 2025 compared to 2024.
- Book value per diluted common share increased by 18.3% to $77.20 at December 31, 2025, compared to December 31, 2024.
- AXIS Capital returned $1.0 billion to common shareholders in 2025, including $888 million in common share repurchases and $139 million in common share dividends.
Jan 28, 2026, 9:15 PM
AXIS Capital Holdings Limited announces share repurchase
AXS
Share Buyback
- AXIS Capital Holdings Limited entered into a stock repurchase agreement on November 19, 2025, to buy back 2,404,133 common shares from T-VIII PubOpps LP.
- The repurchase was for an aggregate price of approximately $238 million, at a price of $98.90 per share.
- This transaction was conducted under the Company's Board-authorized $400 million share repurchase program.
- Following the repurchase, T-VIII PubOpps LP, an investment vehicle managed by Stone Point Capital LLC, will no longer hold any of the Company's common shares, down from approximately 3.1% previously.
Nov 21, 2025, 9:22 PM
AXIS Capital Holdings Ltd. Reports Record Q3 2025 Operating EPS and Diluted Book Value Per Share
AXS
Earnings
Revenue Acceleration/Inflection
- AXIS Capital Holdings Ltd. reported record Third Quarter Operating EPS of $3.25 and a record Diluted Book Value per Common Share of $73.82, representing a 14% increase over the past 12 months, for the period ended September 30, 2025.
- The company's Gross Premiums Written (GPW) for the last twelve months ended September 30, 2025, totaled $9.4 billion, comprising $7.0 billion from Insurance and $2.4 billion from Reinsurance.
- In Q3 2025, AXS achieved a 10% year-over-year increase in gross premiums written to $2.1 billion and a combined ratio of 89.4%, demonstrating strong results in targeted specialty lines.
- The Insurance segment recorded an 11% year-over-year increase in gross premiums written to $1.7 billion and record underwriting income of $153 million in Q3 2025.
Nov 3, 2025, 9:37 PM
AXIS Reports Strong Q3 2025 Results with Record Premiums and Increased Profitability
AXS
Earnings
Guidance Update
Share Buyback
- AXIS reported strong Q3 2025 financial results, with operating earnings per share increasing 20% to $3.25 and gross premiums written reaching a record $2.1 billion, up nearly 10% year-over-year. The company achieved an annualized operating return on equity of 17.8% and a combined ratio of 89.4%.
- The insurance segment delivered record third-quarter premium production of $1.7 billion, an 11% increase over the prior period, largely driven by new and expanded initiatives. Strategic partnerships, such as Axis Capacity Solutions with Ryan Specialty, are anticipated to potentially lead to double-digit insurance growth in the coming year.
- Diluted book value per common share rose 14% year-over-year to $73.82. AXIS is accelerating investments in its operational infrastructure, with expenditures now approximating $150 million over three years, and aims for an 11% G&A ratio by FY 2026.
- The company continued its capital return program, completing $600 million in share repurchases and declaring $105 million in common dividends this year, with a new $400 million repurchase authorization in place.
Oct 30, 2025, 12:30 PM
AXIS Capital Reports Strong Q3 2025 Results with Record Premiums and Strategic Growth Initiatives
AXS
Earnings
Share Buyback
New Projects/Investments
- AXIS Capital delivered excellent Q3 2025 results, with diluted book value per common share increasing 14% year-over-year to $73.82, an 18% annualized operating return on equity, and operating earnings per share rising 20% to $3.25.
- The company achieved its highest third-quarter premiums ever at $2.1 billion, representing a nearly 10% increase over the prior year, and reported an excellent combined ratio of 89.4%.
- Strategic advancements include the launch of Axis Capacity Solutions, which transacted its first deal with Ryan Specialty, and continued investments in operational infrastructure, leveraging emerging technologies and AI, with $100 million pledged for these initiatives.
- AXIS returned $600 million to shareholders through share repurchases and declared $105 million in common dividends this year, with a new $400 million repurchase authorization.
- The company anticipates a mid to high single-digit growth rate for the next year, excluding any impact from new sidecars.
Oct 30, 2025, 12:30 PM
Quarterly earnings call transcripts for AXIS CAPITAL HOLDINGS.
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