Is AXIS Capital Stock a Good Investment?
AXIS Capital Investment Advice | AXS |
- Examine AXIS Capital's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research AXIS Capital's leadership team and their track record. Good management can help AXIS Capital navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Property & Casualty Insurance space and any emerging trends that could impact AXIS Capital's business and its evolving consumer preferences.
- Compare AXIS Capital's performance and market position to its competitors. Analyze how AXIS Capital is positioned in terms of product offerings, innovation, and market share.
- Check if AXIS Capital pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about AXIS Capital's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in AXIS Capital Holdings stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if AXIS Capital Holdings is a good investment.
Sell | Buy |
Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Excited | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine AXIS Capital Stock
Researching AXIS Capital's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 96.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.31. Some equities with similar Price to Book (P/B) outperform the market in the long run. AXIS Capital Holdings recorded earning per share (EPS) of 7.22. The entity last dividend was issued on the 30th of September 2024. The firm had 5:1 split on the 12th of September 2014.
To determine if AXIS Capital is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding AXIS Capital's research are outlined below:
| AXIS Capital Holdings has 1.52 B in debt with debt to equity (D/E) ratio of 0.34, which is OK given its current industry classification. AXIS Capital Holdings has a current ratio of 0.61, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for AXIS to invest in growth at high rates of return. | |
| Over 96.0% of AXIS Capital shares are held by institutions such as insurance companies | |
| On 18th of October 2024 AXIS Capital paid $ 0.44 per share dividend to its current shareholders | |
| Latest headline from zacks.com: AXS or CINF Which Is the Better Value Stock Right Now |
AXIS Capital uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in AXIS Capital Holdings. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to AXIS Capital's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 31st of January 2024 Upcoming Quarterly Report | View | |
| 24th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 31st of January 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact AXIS Capital's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises AXIS Capital's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2022-10-26 | 2022-09-30 | 0.09 | 0.03 | -0.06 | 66 | ||
2013-07-30 | 2013-06-30 | 0.5 | 0.43 | -0.07 | 14 | ||
2012-02-07 | 2011-12-31 | 0.46 | 0.53 | 0.07 | 15 | ||
2017-07-26 | 2017-06-30 | 1.19 | 1.31 | 0.12 | 10 | ||
2004-05-03 | 2004-03-31 | 0.82 | 0.94 | 0.12 | 14 | ||
2015-10-27 | 2015-09-30 | 0.65 | 0.51 | -0.14 | 21 | ||
2010-08-03 | 2010-06-30 | 1.18 | 1.33 | 0.15 | 12 | ||
2020-10-28 | 2020-09-30 | -0.93 | -0.77 | 0.16 | 17 |
Know AXIS Capital's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as AXIS Capital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading AXIS Capital Holdings backward and forwards among themselves. AXIS Capital's institutional investor refers to the entity that pools money to purchase AXIS Capital's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Fuller & Thaler Asset Management Inc | 2024-09-30 | 1.6 M | Jennison Associates Llc | 2024-09-30 | 1.6 M | Altrinsic Global Advisors Llc | 2024-09-30 | 1.6 M | State Street Corp | 2024-06-30 | 1.6 M | Victory Capital Management Inc. | 2024-09-30 | 1.4 M | Barrow Hanley Mewhinney & Strauss Llc | 2024-09-30 | 1.4 M | Johnson Investment Counsel Inc | 2024-09-30 | 1.3 M | Geode Capital Management, Llc | 2024-06-30 | 1.2 M | Allspring Global Investments Holdings, Llc | 2024-06-30 | 1.2 M | Vanguard Group Inc | 2024-09-30 | 8.7 M | Stone Point Capital Llc | 2024-09-30 | 6.8 M |
AXIS Capital's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 7.24 B.Market Cap |
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AXIS Capital's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.07 | 0.10 |
Determining AXIS Capital's profitability involves analyzing its financial statements and using various financial metrics to determine if AXIS Capital is a good buy. For example, gross profit margin measures AXIS Capital's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of AXIS Capital's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in AXIS Capital's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of AXIS Capital Holdings. Check AXIS Capital's Beneish M Score to see the likelihood of AXIS Capital's management manipulating its earnings.
Evaluate AXIS Capital's management efficiency
AXIS Capital Holdings has Return on Asset of 0.0157 % which means that on every $100 spent on assets, it made $0.0157 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1162 %, implying that it generated $0.1162 on every 100 dollars invested. AXIS Capital's management efficiency ratios could be used to measure how well AXIS Capital manages its routine affairs as well as how well it operates its assets and liabilities. Return On Equity is likely to gain to 0.10 in 2024, whereas Return On Tangible Assets are likely to drop 0.01 in 2024. At this time, AXIS Capital's Non Current Assets Total are comparatively stable compared to the past year. Non Currrent Assets Other is likely to gain to about 15.8 B in 2024, whereas Intangible Assets are likely to drop slightly above 115.3 M in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 61.82 | 37.22 | |
| Tangible Book Value Per Share | 58.44 | 35.94 | |
| Enterprise Value Over EBITDA | 8.95 | 8.50 | |
| Price Book Value Ratio | 0.90 | 1.09 | |
| Enterprise Value Multiple | 8.95 | 8.50 | |
| Price Fair Value | 0.90 | 1.09 | |
| Enterprise Value | 3.6 B | 3.1 B |
The management strategies employed by AXIS Capital's are designed to enhance shareholder value and ensure long-term growth. We assess the effectiveness of these strategies in our stock analysis.
Dividend Yield 0.0203 | Forward Dividend Yield 0.0203 | Forward Dividend Rate 1.76 | Beta 0.908 |
Basic technical analysis of AXIS Stock
As of the 22nd of November, AXIS Capital shows the Risk Adjusted Performance of 0.1421, semi deviation of 1.1, and Mean Deviation of 0.9764. AXIS Capital Holdings technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm AXIS Capital Holdings information ratio, as well as the relationship between the potential upside and kurtosis to decide if AXIS Capital Holdings is priced some-what accurately, providing market reflects its regular price of 88.11 per share. Given that AXIS Capital has jensen alpha of 0.1488, we suggest you to validate AXIS Capital Holdings's prevailing market performance to make sure the company can sustain itself at some point in the future.AXIS Capital's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific AXIS Capital insiders, such as employees or executives, is commonly permitted as long as it does not rely on AXIS Capital's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases AXIS Capital insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Kent Ziegler over three months ago Disposition of 1118 shares by Kent Ziegler of AXIS Capital subject to Rule 16b-3 | ||
Axel Theis over three months ago Acquisition by Axel Theis of 3223 shares of AXIS Capital at 54.27 subject to Rule 16b-3 | ||
Vincent Tizzio over three months ago Disposition of 2490 shares by Vincent Tizzio of AXIS Capital at 73.88 subject to Rule 16b-3 | ||
Michael Millegan over six months ago Acquisition by Michael Millegan of 1400 shares of AXIS Capital at 71.49 subject to Rule 16b-3 | ||
Vincent Tizzio over six months ago Disposition of 2589 shares by Vincent Tizzio of AXIS Capital at 60.86 subject to Rule 16b-3 | ||
Kent Ziegler over a year ago Exercise or conversion by Kent Ziegler of 1645 shares of AXIS Capital subject to Rule 16b-3 | ||
Kent Ziegler over a year ago Exercise or conversion by Kent Ziegler of 1646 shares of AXIS Capital subject to Rule 16b-3 | ||
Kent Ziegler over a year ago Payment of 2259 shares by Kent Ziegler of AXIS Capital subject to Rule 16b-3 |
AXIS Capital's Outstanding Corporate Bonds
AXIS Capital issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. AXIS Capital Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most AXIS bonds can be classified according to their maturity, which is the date when AXIS Capital Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand AXIS Capital's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing AXIS Capital's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1421 | |||
| Market Risk Adjusted Performance | 0.2453 | |||
| Mean Deviation | 0.9764 | |||
| Semi Deviation | 1.1 | |||
| Downside Deviation | 1.37 | |||
| Coefficient Of Variation | 546.72 | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.77 | |||
| Information Ratio | 0.1113 | |||
| Jensen Alpha | 0.1488 | |||
| Total Risk Alpha | 0.0826 | |||
| Sortino Ratio | 0.1079 | |||
| Treynor Ratio | 0.2353 | |||
| Maximum Drawdown | 7.42 | |||
| Value At Risk | (1.52) | |||
| Potential Upside | 2.25 | |||
| Downside Variance | 1.89 | |||
| Semi Variance | 1.21 | |||
| Expected Short fall | (1.03) | |||
| Skewness | (0.13) | |||
| Kurtosis | 2.19 |
| Risk Adjusted Performance | 0.1421 | |||
| Market Risk Adjusted Performance | 0.2453 | |||
| Mean Deviation | 0.9764 | |||
| Semi Deviation | 1.1 | |||
| Downside Deviation | 1.37 | |||
| Coefficient Of Variation | 546.72 | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.77 | |||
| Information Ratio | 0.1113 | |||
| Jensen Alpha | 0.1488 | |||
| Total Risk Alpha | 0.0826 | |||
| Sortino Ratio | 0.1079 | |||
| Treynor Ratio | 0.2353 | |||
| Maximum Drawdown | 7.42 | |||
| Value At Risk | (1.52) | |||
| Potential Upside | 2.25 | |||
| Downside Variance | 1.89 | |||
| Semi Variance | 1.21 | |||
| Expected Short fall | (1.03) | |||
| Skewness | (0.13) | |||
| Kurtosis | 2.19 |
Consider AXIS Capital's intraday indicators
AXIS Capital intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of AXIS Capital stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
AXIS Capital Corporate Filings
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
10Q | 30th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 4th of September 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 4th of June 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
AXIS Stock media impact
Far too much social signal, news, headlines, and media speculation about AXIS Capital that are available to investors today. That information is available publicly through AXIS media outlets and privately through word of mouth or via AXIS internal channels. However, regardless of the origin, that massive amount of AXIS data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of AXIS Capital news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of AXIS Capital relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to AXIS Capital's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive AXIS Capital alpha.
AXIS Capital Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards AXIS Capital can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
AXIS Capital Holdings Historical Investor Sentiment
Investor biases related to AXIS Capital's public news can be used to forecast risks associated with an investment in AXIS. The trend in average sentiment can be used to explain how an investor holding AXIS can time the market purely based on public headlines and social activities around AXIS Capital Holdings. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
AXIS Capital's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for AXIS Capital and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average AXIS Capital news discussions. The higher the estimate score, the more favorable the investor's outlook on AXIS Capital.
AXIS Capital Corporate Directors
| Elanor Hardwick | Independent Director | Profile | |
| Michael Millegan | Independent Director | Profile | |
| Thomas Ramey | Independent Director | Profile | |
| Christopher Greetham | Independent Director | Profile |
Already Invested in AXIS Capital Holdings?
The danger of trading AXIS Capital Holdings is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of AXIS Capital is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than AXIS Capital. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile AXIS Capital Holdings is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additional Tools for AXIS Stock Analysis
When running AXIS Capital's price analysis, check to measure AXIS Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy AXIS Capital is operating at the current time. Most of AXIS Capital's value examination focuses on studying past and present price action to predict the probability of AXIS Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move AXIS Capital's price. Additionally, you may evaluate how the addition of AXIS Capital to your portfolios can decrease your overall portfolio volatility.