Wall Street expects a year-over-year increase in earnings on higher revenues when Axis Capital (AXS) reports results for the quarter ended March 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 1. On the ...

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AXIS Capital Holdings Limited’s (AXS) compelling and diversified product portfolio, underwriting excellence, digital capabilities, solid capital position and favorable growth estimates make it worth adding to one’s portfolio.Zacks Rank & Price PerformanceAXIS Capital currently carries a Zacks Rank #2 (Buy). The stock has gained 15.8% over the past year compared with the industry’s growth of 30.6%.Image Source: Zacks Investment ResearchEarnings Surprise HistoryThis specialty insurer has a solid record of bea ...

The Zacks Property and Casualty (P&C) Insurance industry has been benefiting from higher retention, streamlined operations, global presence, better pricing, solid underwriting, an improving rate environment and a strong capital position. With the ongoing economic expansion, insurers remain well-poised for growth. However, catastrophe losses might have weighed on P&C insurers.The industry has risen 32.3% in the past year, outperforming the Zacks S&P 500 Composite’s increase of 28.6% and the Finance sector’s ...

文章核心观点 - 物业和意外险行业有望受益于更好的定价、谨慎的承保和业务规模增长 [1] - 行业内企业如伯克希尔、Progressive、Chubb、Travelers和AXIS Capital等有望在灾难性事件增加的情况下实现增长 [1] - 在活跃的灾难环境下,保单续保率应该会加快 [1] - 技术的日益普及和保险科技的兴起将有助于行业参与者顺利运营 [1][7][8] 行业概况 - 该行业包括提供商业和个人财产保险以及意外险产品和服务的公司 [3] - 保费是主要收入来源,更好的定价和更高的风险承保推动保费增长 [3] - 联储加息有利于保险公司,尤其是长尾险公司 [3] 行业趋势 - 更好的定价有助于应对理赔 [4] - 自然灾害导致承保利润波动 [5] - 行业并购整合有望持续 [6] - 技术应用提高运营效率但也带来网络风险 [7][8] 行业前景 - 行业整体评级靠前,未来表现看好 [9][10] - 行业股票过去一年表现优于大盘和同行业 [12] - 行业估值水平相对较低 [12] 推荐公司 The Progressive Corporation [14][15] - 定价优势、多元化产品组合、领导地位和资本实力为其未来增长奠定基础 AXIS Capital Holdings Limited [16][17] - 多元化产品组合、优秀承保能力、数字化能力和资本实力为其增长奠定基础 - 连续18年增加派息,是同行中派息率较高的公司 Berkshire Hathaway [17][18] - 保险业务持续增长带动收益增长和权益回报最大化 - 在伯克希尔的领导下为股东创造了巨大价值 The Travelers Companies [19][20] - 续保率、新业务增长和资本实力为其增长奠定基础 - 连续19年增加派息,年复合增长率达8% Chubb [20][21] - 专注于中型企业市场并实施战略举措为其长期增长奠定基础 - 连续30年增加派息

保险行业趋势 - 财产和意外险行业将受益于更好的定价、谨慎核保、增加风险暴露、改善利率环境和稳固的资本状况[1] - Deloitte Insights预计，到2030年，全球保费将增加到7220亿美元，主要受益于价格上涨、运营实力增强、保留率提高和零售代理的任命[2] - 个人汽车保险预计在2024年将表现更好，投资收益和较低的索赔将推动2024年保险公司的业绩增长[3] - 保险行业正在加速使用区块链、人工智能、高级分析、远程监控、云计算和机器人流程自动化等技术，以加快业务运营并节省成本[4] - 保险行业容易受到灾难事件的影响，这会拖累核保利润。根据瑞士再保险估计，2023年前九个月全球经济损失达到2900亿美元[5] 市场趋势 - 市场利率的大幅上升将提高资金成本，使金融公司能够扩大长期资产（如贷款）与短期负债之间的利差，从而提高金融部门的利润率[6] - 联邦储备委员会不急于将基准贷款利率从5.25-5.5%的现有水平降低。历史上，在利率上升期间，保险行业的盈利能力通常会提高[7] 行业前景展望 - Zacks定义的财产和意外险行业目前在Zacks行业排名中处于前17%。过去一年，该行业提供了25%的回报，而今年迄今为止的回报率为12.3%。由于它在Zacks排名行业的前一半，我们预计该行业在未来三到六个月内将表现优于市场[8] - 我们已经将搜索范围缩小到五家在2024年具有强劲潜力的财产和意外险公司。这些股票在过去30天内的盈利预期均为正值。我们的选择中每一家公司都拥有Zacks Rank 1（强烈买入）或2（买入）[9] 公司业绩展望 - Progressive Corp.（PGR）继续在更高的保费上获利，由于其引人注目的产品组合、在车辆和财产业务中的领先地位以及成为一站式保险目的地的重点，为PGR的增长打下了良好基础[11] - AXIS Capital Holdings Ltd.（AXS）继续发展其特殊保险、再保险和意外伤害与健康业务，为长期增长铺平道路。AXS有效地利用资本以提高股东价值[14] - Mercury General Corp.（MCY）主要从事在多个州，主要是加利福尼亚州，编写各种风险分类的汽车保险。MCY的预期收入和盈利增长率分别为16.3%和超过100%[16] - W. R. Berkley Corp.（WRB）一直受益于其保险业务，多年来保费收入持续增长。WRB一直在自2006年以来投资于众多初创公司，并在不断增长的国际市场建立新部门[18] - Palomar Holdings Inc.（PLMR）在稳固的收入增长和资产负债表上表现良好。PLMR的净投资收入预计将在投资平均余额增加的基础上增长[20]

Have you been paying attention to shares of Axis Capital (AXS) ? Shares have been on the move with the stock up 5.2% over the past month. The stock hit a new 52-week high of $62.88 in the previous session. Axis Capital has gained 13.1% since the start of the year compared to the 3.7% move for the Zacks Finance sector and the 15% return for the Zacks Insurance - Property and Casualty industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed ou ...

AXIS Capital董事会变动 - AXIS Capital宣布W. Marston (Marty) Becker将接替Henry B. Smith成为董事会非执行主席[1] - Marty Becker在(re)insurance行业拥有四十年的丰富经验，曾担任多家公开交易和私人保险、再保险以及保险经纪机构的主席和首席执行官[2] - Marty Becker自2022年以来担任MVB Financial Corporation和其子公司MVB Bank的主席，同时还在金融服务、制造业和非营利部门的几个董事会任职[4]

PEMBROKE, Bermuda--(BUSINESS WIRE)--AXIS Capital Holdings Limited (“AXIS Capital” or the “Company”) (NYSE: AXS) announced today the hiring and appointment of Stephen Lord as Global Chief Information Officer (CIO) and Robert Barriero as Global Head of Strategic Sourcing and Corporate Real Estate. The hirings reflect the continued focus that the Company is placing on enhancing how it operates and goes to market through its “How We Work” program, which was introduced by President and CEO Vince Tizzio in 2023. ...

AXIS Capital Holdings Limited’s (AXS) compelling and diversified product portfolio, underwriting excellence, digital capabilities, solid capital position and favorable growth estimates make it worth retaining in one’s portfolio. Year to date, the stock has gained 12% compared with the industry’s increase of 15.8%.This Zacks Rank #1 (Strong Buy) specialty insurer has a solid record of delivering an earnings surprise in the last four quarters. Earnings have grown 82.7% in the past five years, better than the ...