Recent 8-K filings for AXS

• July 28, 2026, 4:24 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  AXIS Capital Q2 net income $251M ($3.38 EPS), combined ratio 93.1%

  Net income available to common shareholders $251M, up 16% YoY; operating income $211M, down 19% YoY.

• April 29, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  AXIS Capital Q1 net income $247M ($3.29/diluted), operating income $257M, combined ratio 89.8%

  Net income $247M up 33% YoY; diluted EPS $3.29; operating income $257M ($3.42 diluted EPS).

• January 28, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  AXIS Capital Q4 net income $282M ($3.67 EPS); FY operating ROACE 18.1% and combined ratio 89.8%

  Q4 net income available to common $282M ($3.67 diluted EPS); operating income $250M ($3.25 per share).

• November 21, 2025, 6:59 PM ET other material materiality 0.65 neutral item 1.01item 9.01 ◈ Material Agreements

  AXIS Capital repurchases 2.4M shares from Stone Point affiliate for $238M

  Repurchased 2,404,133 shares at $98.90 each from T-VIII PubOpps LP (Stone Point), aggregate $237.8M.

• October 29, 2025, 7:59 PM ET earnings materiality 0.78 positive item 2.02item 9.01

  AXIS Capital Q3 net income $294M, EPS $3.74; operating ROACE 17.8%

  Net income $294M ($3.74 diluted EPS), up 70% YoY; operating income $255M ($3.25), up 11%.

• August 14, 2025, 7:59 PM ET leadership materiality 0.60 neutral item 5.02item 7.01item 9.01

  Axis Capital appoints Matthew Kirk as CFO, effective March 31, 2026

  Matthew Kirk will become CFO on March 31, 2026, succeeding Peter Vogt.

• July 29, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  AXIS Capital Q2 net income $216M ($2.72/sh), operating income $261M ($3.29/sh), combined ratio 88.9%

  Net income available to common shareholders $216M ($2.72 diluted EPS) vs $204M ($2.40) in Q2 2024.

• April 30, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  AXIS Capital Q1 operating income rises to $261M; combined ratio 90.2%

  Net income available to common shareholders $187M ($2.26 diluted EPS) vs $388M ($4.53) Q1 2024; operating income $261M ($3.17) vs $220M ($2.57).

• April 24, 2025, 7:59 PM ET other material materiality 0.70 positive item 7.01item 9.01

  AXIS completes $2.3B loss portfolio transfer with Enstar covering prior-year casualty reserves

  Transaction covers $3.1B of reinsurance segment reserves as of Sept 30, 2024, with AXIS retroceding $2.3B to Enstar.

• March 5, 2025, 6:59 PM ET other material materiality 0.70 positive item 1.01item 9.01

  AXIS Capital repurchases $200M of stock from Stone Point entity at $93.50/share

  Repurchased 2,139,037 shares at $93.50 per share from T-VIII PubOpps LP, managed by Stone Point Capital.

• February 11, 2025, 6:59 PM ET other material materiality 0.65 neutral item 7.01item 9.01

  Axis Capital amends investor presentation, correcting new business premiums to $2,621M from $585M

  Corrected new business premiums: $2,621M, not $585M as previously shown on slide 16.

• January 29, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  AXIS Capital Q4 net income $286M, EPS $3.38; operating ROACE 18.2%; combined ratio 94.2%

  Q4 net income $286M ($3.38/diluted); operating income $252M ($2.97/diluted); annualized ROACE 20.7%, operating ROACE 18.2%.

• December 16, 2024, 6:59 PM ET other material materiality 0.70 positive item 1.01item 7.01item 9.01

  AXIS Capital enters $2.3B loss portfolio transfer with Enstar on reinsurance reserves

  Cedes 75% of $3.1B reinsurance segment reserves ($2.3B) to Enstar subsidiary Cavello Bay Reinsurance Limited.

• October 30, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  AXIS Capital Q3 2024 operating EPS $2.71, beats prior year; combined ratio 93.1%

  Net income available to common shareholders $173M ($2.04 diluted EPS); operating income $230M ($2.71 diluted EPS).

• July 30, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  AXIS Capital Q2 net income $204M, operating EPS $2.93 record; combined ratio 90.4%

  Net income available to common shareholders $204M ($2.40/diluted share) vs $143M ($1.67) Q2 2023.

• May 1, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  AXIS Capital Q1 net income $388M ($4.53/share) vs $173M prior; operating ROACE 18.2%

  Net income available to common shareholders $388M ($4.53 diluted EPS), compared to $173M ($2.01) in Q1 2023.

• January 31, 2024, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01 ◈ Earnings Releases ×2

  AXIS Capital Q4 net loss $150M, full-year operating income $486M, book value up 15%

  Q4 net loss $150M ($1.76 diluted EPS), operating loss $107M ($1.25); includes $425M pre-tax adverse reserve development.

• January 23, 2024, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  AXIS Capital reports preliminary 2023 net income $346M; strengthens reserves by $425M

  Net income available to common shareholders $346M ($4.02 diluted EPS); operating income $486M ($5.65 diluted EPS).

• November 1, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  AXIS Capital reports Q3 net income of $181M, operating EPS $2.34, combined ratio improves 11.6 pts to 92.7%

  Net income available to common shareholders of $181M ($2.10 diluted EPS) vs loss of $(17M) in Q3 2022.

• August 1, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Axis Capital Q2 net income $143M, operating income $191M; combined ratio improves to 91.5%

  Net income available to common shareholders of $143M ($1.67/diluted share) vs $27M ($0.32) in Q2 2022.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.40 · Most common event other_material

16 positive 2 negative 32 neutral

source · AXS on sec.gov