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Accelerant Holdings

Accelerant Holdings, together with its subsidiaries, operates a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners. It operates through Exchange Services, MGA Operations, and Underwriting segments. The Exchange Services segment consists of risk exchange, its operating platform that incorporates various technology, data ingestion, and agency operations that serve the needs of its members and risk capital partners. Its Risk capital partners write premiums directly through the Risk Exchange pay us a fixed-percentage, volume-based fee for sourcing, managing, and monitoring the business they write. The MGA Operations segment includes the fees earned by members, predominantly for originating and underwriting a portfolio of insurance policies, reduced by the expenses associated with providing services. The Underwriting segment is involved in underwriting insurance policies and assumption of reinsurance policies issued or accepted by consolidated insurance and reinsurance companies. The activities of insurance companies include property and casualty insurance, policy issuance, and reinsurance arrangements. It serves small-to-medium sized commercial clients primarily in the United States, Europe, Canada, Australia, and the United Kingdom. Accelerant Holdings was founded in 2018 and is based in Grand Cayman, Cayman Islands.

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Accelerant to Go Private in $4 Billion Thoma Bravo Deal

Accelerant Holdings has agreed to be acquired by Thoma Bravo in an all-cash deal with an enterprise value of more than $4 billion, just over a year after its IPO. Class A and Class B shareholders will receive $20.25 per share, a 49% premium to the August 12 price but still below the $21 IPO price from July 2025. The company's independent Special Committee recommended the transaction and the board approved it unanimously, with Altamont Capital Partners, which holds about 82% of voting rights, supporting the deal and retaining some equity. Accelerant's second-quarter 2026 revenue rose 62.9% year over year to $356.9 million, net income jumped to $80 million from $13.1 million, and adjusted EBITDA reached $93.1 million. The deal is expected to close in the first half of 2027.
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Netflix rises on Ackman stake, Tapestry falls on revenue miss

Netflix shares rose 5.4% after Bill Ackman's Pershing Square disclosed a new stake in the streaming company. Tapestry shares plunged 16.5% after the company reported fourth-quarter 2026 revenues of $1.88 billion, missing the Zacks Consensus Estimate by 0.04%. Arcos Dorados Holdings shares rose 3% after the company reported second-quarter 2026 earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.15 per share. Accelerant Holdings shares climbed 43.4% after the company reported second-quarter 2026 earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.16 per share.
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Accelerant CEO Jeffrey Radke Sells $1.1 Million in Shares Under Pre-Arranged Plan

Accelerant Holdings Co-Founder and CEO Jeffrey L. Radke sold 80,000 Class A Common Shares for approximately $1.1 million at $13.33 per share on July 6, 2026. The sale represents a roughly 0.3% reduction of his total equity holdings, leaving him with 28.6 million shares valued at about $379 million. The transaction was executed indirectly through Badly Bent LLC under a Rule 10b5-1 trading plan adopted on March 24, 2026. Radke retains 333,652 shares directly and approximately 28.3 million shares indirectly through the LLC and a spousal trust. Accelerant, which operates a data-driven risk exchange platform for specialty insurance, reported first-quarter operating revenue of $273.2 million and guided to at least $5.2 billion in exchange premium for the year.
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Accelerant Stock Pulls Back Sharply but Operating Story Remains Intact

Accelerant Holdings has retreated sharply from its highs, with shares down 23.6% year-to-date, underperforming the industry's 5.5% decline. The stock now trades at 15.99 times forward earnings, below the industry average of 16.50 times and the S&P 500's 21.03 times. First-quarter 2026 revenues rose 57% year over year to $273.2 million, and adjusted EBITDA climbed 70% to $66.1 million, driven by fee-based businesses. Management raised its 2026 adjusted EBITDA outlook to at least $285 million, including at least $276 million from fee-based operations. However, risks such as Hadron concentration, fronting arrangements that need to ramp through 2026 and 2027, and uneven underwriting profitability keep the risk-reward balanced, making the stock a selective growth idea rather than an obvious buy-the-dip call.
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Zacks highlights three buy-rated insurance stocks: AIG, American Financial, and Accelerant

Zacks Equity Research highlights American International Group, American Financial Group, and Accelerant Holdings as buy-rated insurance stocks with strong earnings momentum. American International Group saw first-quarter 2026 general insurance net premiums written rise 24% year over year and underwriting income more than triple to $774 million, with a combined ratio of 87.3%. American Financial Group's first-quarter net operating earnings increased 36.5% and specialty P&C underwriting profit jumped 66%, driving an annualized return on equity of 15.8%. Accelerant Holdings reported a 16% increase in exchange written premium to $1.14 billion and a 57% rise in operating revenues to $273.2 million, with fee-based adjusted EBITDA more than doubling. All three companies carry a Zacks Rank #2 (Buy) and have seen positive earnings estimate revisions.
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