AXIS Capital Holdings had increased investment income, with record earnings

From Yahoo Finance: 2025-06-26 11:12:00

River Road Asset Management released its Q1 2025 investor letter, reporting a -3.94% return for the AMG River Road Small Cap Value Fund compared to -7.74% for the Russell 2000 Value Index. The fund returned 1.30% for the one year ended March 31, 2025. Stocks declined due to growth expectations and trade policy uncertainty post-election.

In the Q1 2025 investor letter, River Road Small Cap Value Fund highlighted AXIS Capital Holdings Limited (NYSE:AXS), an insurance provider with a one-month return of -2.01% and a 41.12% appreciation over the past year. On June 25, 2025, AXIS closed at $100.49 per share with a market cap of $7.904 billion. River Road mentioned AXIS as a top performer.

River Road Small Cap Value Fund noted AXIS Capital Holdings Limited (NYSE:AXS) as a key contributor to its portfolio’s active return in Q1. AXIS achieved record operating earnings in 2024, driven by increased investment income, improved underwriting, and cost reductions, resulting in a 20.7% year-over-year increase in book value per share.

AXIS Capital Holdings Limited (NYSE:AXS) is not among the 30 Most Popular Stocks Among Hedge Funds, with 34 hedge fund portfolios holding it at the end of Q1. While acknowledging AXIS’s potential, the focus remains on AI stocks for higher returns in a shorter timeframe. An undervalued AI stock report for massive gains is recommended for investors.



Read more at Yahoo Finance: Axis Capital Holdings Limited (AXS) Surged on Increased Investment Income