Accelerant (NYSE:ARX) Cut to “Market Perform” at William Blair

Posted by Francis Steltz on Aug 13th, 2026

Accelerant (NYSE:ARX – Get Free Report) was downgraded by investment analysts at William Blair from an “outperform” rating to a “market perform” rating in a report released on Thursday.

Several other research analysts have also recently commented on ARX. Raymond James Financial increased their target price on shares of Accelerant from $16.00 to $19.00 and gave the stock an “outperform” rating in a report on Monday, June 1st. Morgan Stanley lowered their price target on shares of Accelerant from $16.00 to $14.00 and set an “equal weight” rating on the stock in a research note on Monday, July 6th. Piper Sandler boosted their price target on shares of Accelerant from $18.00 to $19.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. BMO Capital Markets increased their price objective on shares of Accelerant from $16.50 to $17.00 and gave the stock an “outperform” rating in a research note on Tuesday, June 16th. Finally, Wells Fargo & Company decreased their price objective on Accelerant from $17.00 to $16.00 and set an “overweight” rating for the company in a report on Thursday, July 9th. Nine research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Accelerant currently has a consensus rating of “Moderate Buy” and a consensus price target of $18.60.

Check Out Our Latest Research Report on Accelerant

Accelerant Trading Up 43.4%

NYSE:ARX traded up $5.91 during trading hours on Thursday, hitting $19.52. 25,338,874 shares of the stock were exchanged, compared to its average volume of 1,659,205. The company has a market capitalization of $4.26 billion and a P/E ratio of -2.80. The company has a quick ratio of 1.61, a current ratio of 1.61 and a debt-to-equity ratio of 0.17. The company’s 50 day moving average is $13.17 and its two-hundred day moving average is $13.11. Accelerant has a twelve month low of $9.18 and a twelve month high of $30.48.

Accelerant (NYSE:ARX – Get Free Report) last released its earnings results on Thursday, August 13th. The technology company reported $0.32 earnings per share for the quarter, beating the consensus estimate of $0.16 by $0.16. The firm had revenue of $303.90 million for the quarter. Accelerant had a positive return on equity of 49.99% and a negative net margin of 135.47%. On average, sell-side analysts anticipate that Accelerant will post 0.73 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, insider Francis James Oneill sold 89,219 shares of the business’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $12.41, for a total value of $1,107,207.79. Following the completion of the transaction, the insider directly owned 6,369,290 shares in the company, valued at approximately $79,042,888.90. The trade was a 1.38% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jeffrey L. Radke sold 80,000 shares of the company’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $12.09, for a total transaction of $967,200.00. Following the sale, the chief executive officer directly owned 27,591,939 shares of the company’s stock, valued at approximately $333,586,542.51. This trade represents a 0.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,216,240 shares of company stock worth $16,146,480 over the last ninety days. Corporate insiders own 66.59% of the company’s stock.

Institutional Investors Weigh In On Accelerant

Large investors have recently modified their holdings of the business. Alliancebernstein L.P. acquired a new position in shares of Accelerant during the 3rd quarter worth $41,529,000. Balyasny Asset Management L.P. boosted its stake in Accelerant by 35.4% in the fourth quarter. Balyasny Asset Management L.P. now owns 2,733,595 shares of the technology company’s stock valued at $44,694,000 after buying an additional 714,811 shares in the last quarter. Azora Capital LP grew its position in Accelerant by 288.9% in the fourth quarter. Azora Capital LP now owns 2,439,094 shares of the technology company’s stock valued at $39,879,000 after acquiring an additional 1,811,976 shares during the last quarter. Vanguard Group Inc. bought a new position in Accelerant in the third quarter valued at about $33,482,000. Finally, JPMorgan Chase & Co. raised its stake in Accelerant by 21.2% during the fourth quarter. JPMorgan Chase & Co. now owns 1,952,996 shares of the technology company’s stock worth $31,931,000 after acquiring an additional 342,133 shares in the last quarter.

Key Accelerant News

Here are the key news stories impacting Accelerant this week:

Positive Sentiment: Thoma Bravo will pay $20.25 per share in cash to take Accelerant private, representing a substantial premium to ARX’s recent trading level. The offer is the primary catalyst for the stock’s increase and establishes a potential valuation floor, subject to shareholder and regulatory approvals. Reuters acquisition article
Positive Sentiment: Accelerant reported second-quarter earnings of $0.32 per share on revenue of $303.9 million. The results provide additional support for the company’s operating momentum as the acquisition is evaluated. Accelerant second-quarter results
Neutral Sentiment: The transaction would remove Accelerant from the public markets, limiting future upside for shareholders largely to the difference between the current share price and the $20.25 offer. The deal remains subject to customary closing conditions, creating potential merger-arbitrage risk if approval or financing issues arise. Accelerant Thoma Bravo agreement
Negative Sentiment: Recent insider selling could weigh modestly on sentiment. CEO Jeffrey Radke sold 80,000 shares, while Francis James O’Neill sold 152,835 shares across August 10 and 11. However, the sales were made under pre-arranged Rule 10b5-1 plans, and both executives retain sizable stakes, reducing their significance relative to the acquisition announcement. Accelerant insider selling

About Accelerant

(Get Free Report)

Aeroflex Holding Corp. (Aeroflex Holding) is a provider of radio frequency (RF) and microwave integrated circuits, components and systems used in the design, development and maintenance of wireless communication systems. The Company’s solutions include microelectronic components and test and measurement equipment used by companies in the space, avionics and defense; commercial wireless communications, and medical and other markets. Its products include a range of RF, microwave and millimeter wave microelectronic components, integrated circuits (ICs), and analog and mixed-signal devices.