AXS-PE DEFA14A SEC Filing Analysis

Latest settled — T+20d

AXS-PE ▼ -0.25% at T+20d

NEUTRAL call ✗ call lost -0.25% · α vs SPY -5.54% · entry $19.66 → $19.61

Next anchor: T+60d in 7w

Currently $19.37 · -1.48% from $19.66 entry

Entry anchored
May 1, 2026
via day open

T+1d

+0.31%

call +0.31% · α +0.65%

$19.72

settled 5w ago

T+5d

-0.05%

call -0.05% · α -2.40%

$19.65

settled 5w ago

T+20d

-0.25%

call -0.25% · α -5.54%

$19.61

settled 9d ago

T+60d

—

call — · α —

—

in 7w

Price Chart

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Executive Summary

AXIS Capital filed DEFA14A proxy solicitation materials for its 2026 annual meeting, seeking shareholder approval for all director nominees, advisory vote on executive compensation, and ratification of auditor. The filing highlights strong Q1 2026 results (insurance gross premiums up 19.8% YoY, combined ratio 89.8%) and emphasizes pay-for-performance compensation structure.

Actionable Insight

Routine proxy solicitation with no surprises; vote outcome unlikely to affect stock. Monitor for any late-breaking activist or dissident activity, but none indicated.

Key Facts

Filing is a DEFA14A additional definitive proxy solicitation by management
Seeks FOR votes on director election, say-on-pay, and auditor ratification
Q1 2026: Insurance segment gross premiums $7.5B, up 19.8% YoY; diluted book value $78.19, up 17.6%; combined ratio 89.8%
CEO 2025 total compensation $13.7M, 86% performance-based
$93M returned to shareholders in Q1 2026 ($60M buybacks, $33M dividends)

Financial Impact

No material new financial impact disclosed; Q1 2026 results already public

Risk Factors

Shareholder opposition to say-on-pay is possible but unlikely given strong performance

Market Snapshot

Exchange

NYSE

Sector

Fire, Marine & Casualty Insurance

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

Document	Accession Number
DEFA14A Filing (Primary)	0001214816-26-000169
Document: 0001214816-26-000169-index-headers.html	0001214816-26-000169
Document: 0001214816-26-000169-index.html	0001214816-26-000169
Document: 0001214816-26-000169.txt	0001214816-26-000169

2 reports for AXS-PE

T+1T+5T+20T+60

Filters

Reports for AXS-PE — sortable, filterable
	Type				Now
May 1, 2026 5w ago	DEFA14A NEUTRAL ★ 3/10	$19.66 $19.61	▼ −0.25%	▼ −5.54%	$19.37 (−1.48%)
Apr 29, 2026 5w ago	8-K MIXED ★ 6/10	$19.63 $19.55	▼ −0.41%	▼ −5.63%	$19.37 (−1.32%)

US Market Status

Market Closed — Opens in 6h 53m

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