{"filings":[{"id":2252799,"accession_number":"0001193125-26-349973","cik":1997350,"company_name":"Accelerant Holdings","ticker":"ARX","form_type":"8-K","filed_at":"2026-08-14T01:14:23+00:00","items":["1.01","9.01"],"status":"ready","headline":"Accelerant Holdings to be acquired by Thoma Bravo for $20.25 per share in cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Merger agreement: $20.25 per share cash, plus ticking amount of $0.00333/day after conditions met.","Go-shop period until Sept 22, 2026; ACP shareholders holding ~82% voting rights support the deal.","Termination fees: Company pays $56.9M (superior proposal) or $136.5M; Parent pays $295.8M.","Closing expected by Aug 13, 2027, subject to shareholder approval and regulatory approvals; shares to be delisted.","Thoma Bravo provides equity commitment; deal recommended by special committee of board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":3643962468.905198,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2226476,"accession_number":"0001193125-26-347925","cik":1997350,"company_name":"Accelerant Holdings","ticker":"ARX","form_type":"8-K","filed_at":"2026-08-13T11:57:39+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Accelerant to be acquired by Thoma Bravo for $20.25/share (49% premium); Q2 EWP up 23%","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All-cash deal valued at >$4B enterprise value; shareholders get $20.25/share, 49% premium to Aug 12 close.","Expected close H1 2027; Altamont (82% voting) supports; no financing condition; shares to delist from NYSE.","Q2: Exchange Written Premium $1.32B (+23% YoY); net income $80M, EPS $0.36; adjusted EPS $0.32 (+146%).","Adjusted EBITDA $93.1M (30.6% margin, up from 29.0%); repurchased 4.7M shares for $66M.","Earnings call canceled; Q2 results issued Aug 13, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":3643962468.905198,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":"2026-08-13","daily_digest_url":"/daily/2026-08-13","daily_digest_rank":2},{"id":732196,"accession_number":"0001193125-26-246424","cik":1997350,"company_name":"Accelerant Holdings","ticker":"ARX","form_type":"8-K","filed_at":"2026-05-29T13:00:16+00:00","items":["7.01","9.01"],"status":"ready","headline":"Accelerant CEO to present at William Blair Growth Stock Conference on June 3, 2026","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Jeff Radke, Chairman and CEO, will present at William Blair Growth Stock Conference on June 3, 2026 at 10:20 am ET.","A live webcast of the presentation will be available via the investor relations section of the company website.","A replay of the presentation will be made available on the same website after the conference."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3643962468.905198,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":68321,"accession_number":"0001997350-26-000009","cik":1997350,"company_name":"Accelerant Holdings","ticker":"ARX","form_type":"8-K","filed_at":"2026-05-13T20:13:18+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Accelerant Q1 Exchange Written Premium $1.14B +16% YoY; Adjusted net income $38M +118%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 Exchange Written Premium $1.14B, +16% YoY; Third-Party DWP 41% of volume vs 19% prior year.","GAAP net loss $4M ($0.02 loss per share); adjusted net income $38M ($0.17 adj. EPS), up 118% YoY.","Adjusted EBITDA $66M; fee-based operating revenue grew 52% and adj. EBITDA up 112% YoY.","Q2 2026 guidance: Adj. EBITDA $60-$66M; FY 2026 adj. EBITDA at least $285M ($276M fee-based).","Repurchased 828,333 Class A shares for $11M during Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3643962468.905198,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":41762,"accession_number":"0001628280-26-034165","cik":1997350,"company_name":"Accelerant Holdings","ticker":"ARX","form_type":"8-K","filed_at":"2026-05-12T20:43:30+00:00","items":["5.07"],"status":"ready","headline":"Accelerant Holdings 2026 AGM: All director nominees elected, PwC ratified as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["95.4% of voting power (1.12B votes) represented at May 12, 2026 annual meeting.","Directors Meriwether, Wainwright, and Talach elected with over 1.07B votes each; broker non-votes ~34M.","Ratification of PricewaterhouseCoopers LLP as FY2026 auditor passed with 1.12B for, 285K against, 95K abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":3643962468.905198,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111623,"accession_number":"0001193125-26-113962","cik":1997350,"company_name":"Accelerant Holdings","ticker":"ARX","form_type":"8-K","filed_at":"2026-03-18T23:59:59+00:00","items":["2.02","5.02","7.01","8.01","9.01"],"status":"ready","headline":"Accelerant Q4 2025: Exchange Written Premium +24% YoY to $1.09B; appoints Linda Huber as CFO; authorizes $200M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Exchange Written Premium grew 24% YoY to $1.09B in Q4; full year $4.19B (+35%). Third-party premium share rose to 40%.","Adjusted net income Q4: $51M ($0.23 EPS), up 30% YoY; Adjusted EBITDA $71M, up 52% YoY.","Full year 2025 Adjusted EBITDA $282M (+149%).","CFO transition: Jay Green resigning effective March 31; Linda Huber (ex-CFO FactSet, MSCI, Moody's) appointed.","Board authorized $200M share repurchase program through Dec 2028."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3643962468.905198,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111622,"accession_number":"0001628280-26-012812","cik":1997350,"company_name":"Accelerant Holdings","ticker":"ARX","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Accelerant Holdings sets 2026 AGM for May 12; record date March 13, proposal deadline March 9","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Annual general meeting scheduled May 12, 2026; shareholders of record as of March 13, 2026 entitled to vote.","Shareholder proposals (including director nominations) must be received by March 9, 2026 for inclusion in proxy or presentation at meeting.","Director nomination proposals require >5% ownership; universal proxy compliance notice due by March 13, 2026.","Proposals submitted after March 9 will be considered untimely and not included or heard at the AGM."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":3643962468.905198,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111621,"accession_number":"0001193125-26-079144","cik":1997350,"company_name":"Accelerant Holdings","ticker":"ARX","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Accelerant reports preliminary Q4 revenue $248M (+30%), FY revenue $913M (+51%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025: Exchange Written Premium $1.09B (+24% YoY); Third-Party Direct Written Premium 40% of Exchange (vs 21%).","FY2025: Exchange Written Premium $4.19B (+35% YoY); Third-Party Direct Written Premium 30% of Exchange (vs 16%).","Q4 revenue $248M (+30% YoY); Q4 Adjusted EBITDA $71M (+52% YoY). Includes $2M irregular investment gains.","FY2025 revenue $913M (+51% YoY); FY2025 Adjusted EBITDA $282M (+149% YoY). Includes $41M irregular gains.","Guidance to be updated on March 19 earnings call; expects to meet or exceed prior guidance."],"consensus_eps_estimate":0.1579,"consensus_eps_actual":-7.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":912900000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3643962468.905198,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128272,"accession_number":"0001997350-25-000009","cik":1997350,"company_name":"Accelerant Holdings","ticker":"ARX","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Accelerant Q3 adjusted net income $79.8M (+320%), exchange written premium $1.043B (+17%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted net income $79.8M, up 320% YoY; adjusted EPS $0.38.","Total revenues $267.4M, up 74% from $153.7M in Q3 2024.","Exchange written premium $1.043B, +17% YoY; members grew to 265 from 204.","Adjusted EBITDA $105.0M (+302% YoY); $66.3M excluding investment gains (+164%).","Net loss $1.367B ($6.99 per share) due to non-cash profits interest distribution expenses."],"consensus_eps_estimate":0.225,"consensus_eps_actual":-7.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":664500000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3643962468.905198,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145064,"accession_number":"0001193125-25-190324","cik":1997350,"company_name":"Accelerant Holdings","ticker":"ARX","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Accelerant Q2 net income $13.1M; exchange premium up 42% YoY to $1.07B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $219.1M vs $130.1M YoY; net income $13.1M vs loss of $9.2M.","Exchange written premium $1.07B (+42% YoY); six-month $2.06B (+53%).","Members at 248 vs 186 a year ago; net revenue retention 151%.","Accelerant-retained exchange premium 6% (down from 11% in Q2 2024)."],"consensus_eps_estimate":0.1313,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":397100000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3643962468.905198,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}