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 ...

Fidelis Insurance Holdings Limited (NYSE:FIHL) is one of the best young stocks to buy and hold for 3 years. On January 7, Goldman Sachs raised the firm’s price target on Fidelis Insurance to $18 from $17 and kept a Sell rating on the shares. The firm expects strong profitability for Americas Insurance in the near term, but warned that the P&C market is now solidly in the softening phase. This transition likely means a drop in pricing and margins due to increased competition. On the same day, Evercore ISI ...

Group 1 - AXIS Capital Holdings Limited is set to release its financial results for the fourth quarter ended December 31, 2025 on January 28, 2026 after market close [1] - The investor teleconference to discuss the fourth quarter results will be hosted by Vince Tizzio, President and CEO, and Peter Vogt, CFO, on January 29, 2026 at 8:30 a.m. ET [2] - The teleconference can be accessed via specific dialing numbers for U.S., Canada, and international callers, with a live webcast available on the company's website [3] Group 2 - AXIS Capital has shareholders' equity of $6.4 billion as of September 30, 2025, and operates in multiple locations including Bermuda, the U.S., Europe, Singapore, and Canada [5] - The company's operating subsidiaries have received strong financial strength ratings of "A+" from Standard & Poor's and "A" from A.M. Best [5]

Core Viewpoint - AXIS Capital Holdings Limited has declared quarterly dividends for both common and preferred shares, reflecting the company's strong financial performance and commitment to returning value to shareholders [1][2][9]. Dividend Declaration - The Board of Directors declared a quarterly dividend of $0.44 per common share, payable on January 15, 2026, to shareholders of record as of December 31, 2025 [1]. - Additionally, a dividend of $34.375 per Series E 5.50% preferred share (equivalent to $0.34375 per depositary share) was also declared, payable on January 15, 2026, to shareholders of record at the close of business on December 31, 2025 [2]. Financial Performance - For the third quarter ended September 30, 2025, AXIS Capital reported a net income available to common shareholders of $294 million, or $3.74 per diluted common share [7]. - The company achieved an operating income of $255 million, or $3.25 per diluted common share, with a 14% year-over-year increase in diluted book value per common share and an annualized operating return on equity of 18% [7]. Company Overview - AXIS Capital is a global specialty underwriter and provider of insurance and reinsurance solutions, with shareholders' equity of $6.4 billion as of September 30, 2025 [3]. - The company operates in multiple locations, including Bermuda, the United States, Europe, Singapore, and Canada, and has received strong financial strength ratings from Standard & Poor's and A.M. Best [3].

Core Viewpoint - Ariel Re Managing Agency has received Lloyd's approval to establish and manage Syndicate 2006, which will underwrite business for the 2026 year of account, focusing on specialty and property reinsurance lines [1][3]. Group 1: Syndicate Formation and Business Plan - Syndicate 2006 is authorized to underwrite both specialty and property reinsurance lines, following the approval of its business plan and economic capital assessment by Lloyd's Capital & Planning Group [1]. - The syndicate will maintain a diversified portfolio that includes property catastrophe, other property, marine, specialty, cyber, and clean energy classes, with the clean energy segment branded as Ariel Green [4]. Group 2: Operational Strategy and Growth - Ariel Re plans to leverage its expertise in marine, energy, cyber, transition, and renewables as part of its growth strategy [2]. - Starting in 2026, Ariel Re will operate two separate syndicates: the established Syndicate 1910, which will focus exclusively on property catastrophe reinsurance, and the newly created Syndicate 2006 [3][4]. Group 3: Recent Developments - In April 2023, Ariel Re appointed Rohan Pai as chief financial officer to oversee financial reporting and treasury functions [5]. - The company has also implemented Phinsys' finance and accounting solutions to streamline its operational and financial tasks [6].

Core Insights - MNK International has expanded its global presence by acquiring a new brokerage in Türkiye, focusing on insurance and reinsurance solutions for specialty and complex risks [1][4] - The Turkish branch will serve local clients with a diverse range of services, including engineering, financial lines, aviation, and property insurance [1][4] Company Strategy - As a subsidiary of the MNK Group, the Türkiye branch will leverage internal resources, including a global network of managing general agents (MGAs), to enhance its offerings across various jurisdictions [2] - The strategic positioning aims to provide innovative, high-quality solutions tailored to the unique needs of Turkish businesses operating internationally [3][5] Leadership - Erhan Ergunes, with 20 years of industry experience, will lead MNK International Türkiye as CEO, bringing expertise from previous roles at major insurance companies [2][3] - Ergunes is expected to drive the company's mission to address risk challenges and build long-term partnerships in the Turkish market [3][4] Market Opportunities - The Turkish market presents significant opportunities in sectors such as construction, engineering, aviation, and agriculture, with a focus on tailored coverage for evolving client needs [4] - MNK Group's extensive network includes MGAs in the UK, Italy, the US, and the Middle East, enhancing its competitive edge in the region [4][5]

Core Viewpoint - S&P Global Ratings has upgraded the outlook on SiriusPoint Ltd. to Positive from Stable, highlighting the company's strong underwriting profits and reduced risk profile over the past two and a half years [1][2]. Group 1: Ratings and Outlook - S&P has affirmed SiriusPoint's 'A-' issuer credit and financial strength ratings on all core operating subsidiaries, along with a 'BBB' long-term issuer credit rating [1]. - Fitch Ratings and AM Best have also revised SiriusPoint's outlook to Positive from Stable earlier this year, citing similar reasons related to underwriting performance and portfolio repositioning [3]. Group 2: Risk Management and Performance - The Positive outlook is attributed to a significant reduction in SiriusPoint's exposure to natural catastrophe risk and investment risk, with effective management of catastrophe exposure and shareholder equity losses [2]. - SiriusPoint has reported "robust" underwriting results, indicating strong operational performance [2]. Group 3: Company Strategy and Leadership - The CEO of SiriusPoint expressed pride in the recognition from rating agencies, emphasizing the company's focus on reducing risk and volatility, underwriting excellence, and a disciplined investment approach [4]. - SiriusPoint operates as a global underwriter of insurance and reinsurance, with a total capital of approximately $2.8 billion and a strong financial strength rating from multiple agencies [4].