Core Insights - AXIS Capital Holdings Limited (AXS) reported a fourth-quarter 2025 operating income of $3.25 per share, exceeding the Zacks Consensus Estimate by 9.4% and reflecting a year-over-year increase of 9.4% [1][9] - The company's total operating revenues reached $1.7 billion, surpassing the Zacks Consensus Estimate by 5.2% and showing a nearly 9% year-over-year growth driven by higher premiums earned [2][10] Financial Performance - Net premiums written increased by 13% to $1.4 billion, with a 14% rise in the Insurance segment and a 5% growth in the Reinsurance segment [2] - Net investment income decreased by 4.5% year over year to $187 million, falling short of the Zacks Consensus Estimate of $198 million [3] - Total expenses rose by 16.6% year over year to $1.4 billion, attributed to higher net losses, acquisition costs, and general administrative expenses [3] Underwriting Results - Pre-tax catastrophe and weather-related losses net of reinsurance amounted to $30 million, including $17 million from Hurricane Melissa [4] - Underwriting income increased by 42% year over year to $184 million, with the combined ratio improving to 90.4 from 94.2 a year ago [4][9] Segment Analysis - In the Insurance segment, gross premiums written improved by 11.7% year over year to $1.9 billion, with net premiums earned rising by 13.3% to $1.2 billion [5] - The Reinsurance segment saw gross premiums written increase by 13% year over year to $310.7 million, while net premiums earned rose by 4.2% to $365.6 million [6] Full-Year Highlights - For the full year 2025, AXIS reported an operating income of $12.92 per share, exceeding the Zacks Consensus Estimate by 1.9% and reflecting a 15.6% year-over-year increase [8] Capital Management - AXIS repurchased $888 million of common shares in 2025 and declared a quarterly cash dividend of 44 cents per share, totaling $139 million in annual dividends [12] - The company ended the fourth quarter with cash and cash equivalents of $820.3 million, down 61.7% from the previous year [11]

AXIS Capital (NYSE:AXS) Q4 2025 Earnings call January 29, 2026 08:30 AM ET Company ParticipantsAndrew Andersen - Equity Research Senior VPAndrew Kligerman - Managing DirectorChristian Getzoff - VPCliff Gallant - Head of Investor Relations and Corporate DevelopmentJosh Shanker - Managing DirectorPete Vogt - CFORowland Mayor - VPVince Tizzio - President and CEOConference Call ParticipantsCharlie Lederer - Research AnalystYaron Kinar - Research AnalystNone - AnalystOperatorGood morning, and welcome to the AXIS ...

AXIS Capital (NYSE:AXS) Q4 2025 Earnings call January 29, 2026 08:30 AM ET Company ParticipantsAndrew Andersen - Equity Research Senior VPAndrew Kligerman - Managing DirectorChristian Getzoff - VPCliff Gallant - Head of Investor Relations and Corporate DevelopmentJosh Shanker - Managing DirectorMatt Kirk - Incoming CFOPete Vogt - CFORowland Mayor - VPVince Tizzio - President and CEOConference Call ParticipantsCharlie Lederer - Research AnalystYaron Kinar - Research AnalystNone - AnalystOperatorGood morning, ...

AXIS Capital (NYSE:AXS) Q4 2025 Earnings call January 29, 2026 08:30 AM ET Speaker8Good morning, and welcome to the AXIS Capital Fourth Quarter 2025 Earnings Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key, followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on your telephone keypad. To withdraw your question, please press sta ...

AXIS CAPITAL HOLDINGS LIMITED INVESTOR FINANCIAL SUPPLEMENT FOURTH QUARTER 2025 AXIS CAPITAL HOLDINGS LIMITED 29 Richmond Road Pembroke HM 08 Bermuda Contact Information: Cliff Gallant Investor Contact (415) 262-6843 investorrelations@axiscapital.com Website Information: www.axiscapital.com This report is for informational purposes only. It should be read in conjunction with the documents that the Company files with the Securities and Exchange Commission pursuant to the Securities Act of 1933 and the Securi ...

Axis Capital (AXS) came out with quarterly earnings of $3.25 per share, beating the Zacks Consensus Estimate of $2.97 per share. This compares to earnings of $2.97 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +9.43%. A quarter ago, it was expected that this insurance company would post earnings of $2.72 per share when it actually produced earnings of $3.25, delivering a surprise of +19.49%.Over the last four quarters, the c ...

AXIS CAPITAL HOLDINGS LIMITED INVESTOR FINANCIAL SUPPLEMENT FOURTH QUARTER 2025 AXIS CAPITAL HOLDINGS LIMITED 29 Richmond Road Pembroke HM 08 Bermuda Contact Information: Cliff Gallant Investor Contact (415) 262-6843 investorrelations@axiscapital.com Website Information: www.axiscapital.com This report is for informational purposes only. It should be read in conjunction with the documents that the Company files with the Securities and Exchange Commission pursuant to the Securities Act of 1933 and the Securi ...

For the fourth quarter of 2025, the Company reports: Annualized return on average common equity ("ROACE") of 19.4% and annualized operating ROACE of 17.2%Combined ratio of 90.4%Underwriting income of $184 million, an increase of $55 million, or 42%, compared to the fourth quarter of 2024Book value per diluted common share of $77.20, an increase of $3.38, or 4.6%, compared to September 30, 2025 For the year ended 2025, the Company reports: Net income available to common shareholders of $979 million, or $12.3 ...

Wall Street analysts expect Axis Capital (AXS) to post quarterly earnings of $2.97 per share in its upcoming report, which indicates no change from the year-ago quarter. Revenues are expected to be $1.64 billion, up 3.5% from the year-ago quarter.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Prior to a company's earnings announcement ...

Axis Capital Holdings Limited (NYSE:AXS) is expected to release its quarterly earnings with an EPS of $2.97 and projected revenue of $1.33 billion.The company has a history of surpassing earnings estimates, indicating potential for another positive earnings surprise.Axis Capital Holdings Limited (NYSE:AXS) is set to release its quarterly earnings on January 28, 2026. Analysts expect earnings per share (EPS) to be $2.97, with projected revenue of $1.33 billion. Axis Capital operates in the Zacks Insurance - ...