ACGL

Arch Capital Group Ltd. (ACGL) is a global financial services company providing insurance, reinsurance, and mortgage insurance. With a market capitalization of approximately $35.3 billion, the Pembroke, Bermuda-based company operates through more than 60 offices worldwide, delivering speciality risk solutions using disciplined underwriting, strong capital, and expertise to serve businesses, homeowners, and institutions. ACGL is set to report its Q2 earnings on Tuesday, July 28, 2026, after the market closes. Ahead of the release, analysts expect the company to report diluted EPS of $2.45, down 5% from $2.58 in the year-ago quarter. ACGL has exceeded Wall Street's EPS estimates in each of the last four quarters, which is impressive. Dear Google Stock Fans, Mark Your Calendars for July 13 Oracle Stock Crashes to a 52-Week Low. Here’s Why It Might Be Time to Buy. Costco vs. Walmart: 1 Dividend-Paying Retail Giant Stands Above the Other Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. For fiscal 2026, analysts expect the company to report EPS of $9.35, down 5% from $9.84 in fiscal 2025. However, its EPS is projected to rebound in FY 2026, increasing 6.3% year over year to $9.94. ACGL stock has gained 17.3% over the past 52 weeks, slightly underperforming the S&P 500 Index ($SPX), which returned 20.1%, while outperforming the State Street Financial Select Sector SPDR ETF (XLF), which gained 7.5% over the same period. On June 16, Arch Capital Group shares rose 1.2% after the company announced the pricing of cash tender offers to repurchase up to $417.9 million of certain subsidiary debt securities. The financing condition had been satisfied, and the company completed the early settlement on June 18, 2026, as part of its broader capital management strategy. The debt buyback is intended to optimize its balance sheet, enhance financial flexibility, and efficiently manage its outstanding debt obligations. Analysts remain cautiously optimistic about ACGL, with the stock carrying a consensus "Moderate Buy" rating. Among the 23 analysts covering the stock, 10 recommend a "Strong Buy," one rates it a "Moderate Buy," 10 suggest a "Hold," and two recommend a "Strong Sell." The average analyst price target of $109.17 implies a 5.9% upside from the current share price. On the date of publication, Kr...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Arch Capital Group (ACGL). This company, which is in the Zacks Insurance - Property and Casualty industry, shows potential for another earnings beat. This property and casualty insurer has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 10.86%. For the last reported quarter, Arch Capital came out with earnings of $2.5 per share versus the Zacks Consensus Estimate of $2.45 per share, representing a surprise of 2.04%. For the previous quarter, the company was expected to post earnings of $2.49 per share and it actually produced earnings of $2.98 per share, delivering a surprise of 19.68%. For Arch Capital, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Arch Capital currently has an Earnings ESP of +9.02%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on July 28, 2026. When the Earnings ESP comes up negative, investors should note that this...

PEMBROKE, Bermuda, June 25, 2026--(BUSINESS WIRE)--Arch Capital Group Ltd. (NASDAQ: ACGL) ("Arch" or the "Company") today announced it expects to release its 2026 second quarter results after the close of regular stock market hours on Tuesday, July 28. The Company will hold a conference call for investors and analysts at 10 a.m. ET on Wednesday, July 29. A live webcast of this call will be available via the Investors section of the Company’s website at http://www.archgroup.com/investors. A recording of the webcast will be available in the Investors section of the Company’s website approximately two hours after the event concludes. A transcript of the webcast will also be available in the Investors section of the Company’s website approximately 24 hours after the posting of the recording. Both the recording and the transcript will be archived on the site for one year. About Arch Capital Group Ltd. Arch Capital Group Ltd. (Nasdaq: ACGL) is a publicly listed Bermuda exempted company with approximately $26.9 billion in capital at March 31, 2026. Arch, which is part of the S&P 500 Index, provides insurance, reinsurance and mortgage insurance on a worldwide basis through its wholly owned subsidiaries. Cautionary Note Regarding Forward-Looking Statements The Private Securities Litigation Reform Act of 1995 provides a "safe harbor" for forward−looking statements. This release or any other written or oral statements made by or on behalf of Arch Capital Group Ltd. and its subsidiaries may include forward−looking statements, which reflect the Company’s current views with respect to future events and financial performance. All statements other than statements of historical fact included in or incorporated by reference in this release are forward−looking statements. Forward−looking statements can generally be identified by the use of forward−looking terminology such as "may," "will," "expect," "intend," "estimate," "anticipate," "believe" or "continue" or their negative or variations or similar terminology. Forward−looking statements involve the Company’s current assessment of risks and uncertainties. Actual events and results may differ materially from those expressed or implied in these statements. A non-exclusive list of the important factors that could cause actual results to differ materially from those in such forward-looking statements includes the following: adve...

PEMBROKE, Bermuda, June 16, 2026--(BUSINESS WIRE)--Arch Capital Group Ltd. (NASDAQ: ACGL) ("Arch" or the "Company") today announced the early results for the previously announced cash tender offers (the "Tender Offers") by its wholly-owned subsidiaries, (x) Arch Capital Group (U.S.) Inc. (the "2043 Notes Offeror") of its outstanding 5.144% Senior Notes due 2043 (the "2043 Notes") and (y) Arch Capital Finance LLC (the "2046 Notes Offeror" and, together with the 2043 Notes Offeror, the "Offerors") of its outstanding 5.031% Senior Notes due 2046 (the "2046 Notes" and together with the 2043 Notes, collectively, the "Notes" and each a "Series" of Notes), for an increased aggregate principal amount of up to $417,851,000 (the "Maximum Amount"), in the order of priority shown in the table below. Capitalized terms used in this press release and not defined herein have the meanings given to them in the Offer to Purchase, dated June 2, 2026 (the "Offer to Purchase"). Except as described in this press release, all other terms and conditions of the Tender Offers remain unchanged and are described in the Offer to Purchase. The table below sets forth, among other things, the aggregate principal amount of the Notes validly tendered and not validly withdrawn as of 5:00 p.m., New York City time, on June 15, 2026 (such date and time, the "Early Tender Deadline") according to the information provided by Global Bondholder Services Corporation as the Tender Agent and Information Agent. The Tender Offers are subject to the satisfaction of certain conditions as set forth in the Offer to Purchase; as of the date hereof, the Financing Condition described in the Offer to Purchase has been satisfied. Subject to applicable law, the Offerors may waive any and all of these conditions or extend, terminate or withdraw the Tender Offers with respect to one or more Series of Notes or further increase or decrease the Maximum Amount, including on or after the Price Determination Date (as defined below). The Tender Offers are not conditioned upon any minimum amount of Notes being tendered. Withdrawal rights for the Notes expired on the Early Tender Deadline. The Company expects to make payment on June 18, 2026 (the "Early Settlement Date") for Notes that were validly tendered prior to or at the Early Tender Deadline and that are accepted for purchase. The Company has amended the Maximum Amount t...

It has been about a month since the last earnings report for Arch Capital Group (ACGL). Shares have lost about 1.4% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Arch Capital due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts. Arch Capital Q1 Earnings Beat Estimates, Premiums Fall Y/YArch Capital Group Ltd. reported first-quarter 2026 operating income of $2.50 per share, which beat the Zacks Consensus Estimate by 2.4%. The bottom line increased 15.4% year over year. ACGL’s quarterly results benefited from improved net investment income, stronger underwriting performance and lower catastrophe losses. These positives were partially offset by declining premium volumes and weakness in the mortgage segment. Operating revenues of $4.4 billion decreased 3.8% year over year, primarily due to lower net premiums earned. Revenues missed the Zacks Consensus Estimate by 6.1%. Gross premiums written decreased 0.6% year over year to $6.4 billion.Net premiums earned declined 4.8% year over year to $3.9 billion, mainly due to lower premiums earned in its Reinsurance segment. The figure missed the Zacks Consensus Estimate by 6%.Pre-tax net investment income increased 7.9% year over year to $408 million, missing the Zacks Consensus Estimate of $417 million. The figure was higher than our estimate of $378.2 million.Pre-tax current accident year catastrophic losses for the company’s insurance and reinsurance segments, net of reinsurance and reinstatement premiums, totaled $174 million.Arch Capital Group’s underwriting income increased 74.6% year over year to $728 million. The combined ratio, representing the percentage of premiums paid out as claims and expenses, improved 440 basis points to 81.7 year over year, beating the Zacks Consensus Estimate of 83.1 and our model estimate of 83.2. Insurance: Gross premiums written increased 2% year over year to $2.7 billion. Net premiums written declined 1.4% year over year to $1.9 billion, primarily due to the non-renewal of select MCE-related programs. Net premiums written also came in below our estimate of $2.1 billion.Underwriting income was $66 million, rebounding from a year-ago loss of $2 mil...

In late April 2026, Arch Capital Group Ltd. reported first-quarter revenue of US$4.52 billion, with net income rising to US$1.05 billion and diluted earnings per share from continuing operations increasing to US$2.88, while also expanding its equity buyback authorization to US$6.00 billion. The combination of stronger underwriting-driven profitability, higher investment income, and an enlarged share repurchase program highlights management’s focus on earnings quality and capital efficiency. Next, we’ll examine how this earnings strength and enlarged buyback authorization may influence Arch Capital’s investment narrative and risk-reward profile. Find 51 companies with promising cash flow potential yet trading below their fair value. To own Arch Capital, you need to be comfortable with a diversified insurance and reinsurance business where earnings hinge on underwriting discipline, investment income, and catastrophe experience. The latest quarter’s stronger profitability and enlarged buyback authorization support the current earnings story in the near term, but they do not meaningfully alter the key short term catalyst of sustained underwriting strength or reduce the biggest risk from large natural catastrophe losses hitting margins. The most relevant recent announcement is the US$3,000 million increase in Arch Capital’s equity buyback authorization to a total of US$6,000 million. For investors focused on the risk reward trade off, this step sits alongside the latest earnings strength and places more attention on how consistently Arch can convert underwriting performance into cash that can support both capital returns and resilience against events such as wildfire driven catastrophe losses. Yet investors should also be aware that heavy catastrophe exposure could quickly change the picture if... Read the full narrative on Arch Capital Group (it's free!) Arch Capital Group's narrative projects $18.0 billion revenue and $3.7 billion earnings by 2029. This assumes revenue will decline by 3.4% per year and implies an earnings decrease of $0.7 billion from $4.4 billion today. Uncover how Arch Capital Group's forecasts yield a $109.84 fair value, a 16% upside to its current price. Two fair value estimates from the Simply Wall St Community span roughly US$110 to US$238 per share, showing very different views of Arch Capital’s potential. Against that backdrop, the rece...

Image source: The Motley Fool. Wednesday, April 29, 2026 at 10 a.m. ET Chairman and Chief Executive Officer — Nicolas Alain Papadopoulo Executive Vice President, Chief Financial Officer, and Treasurer — François Morin Nicolas Alain Papadopoulo: Good morning, and welcome to Archer's First Quarter 2026 Earnings Call. We delivered a strong quarter, reflecting both attractive underwriting margin and the disciplined execution of our underwriting and capital management strategies. After-tax operating income for the quarter was $901 million or $2.50 per share, producing an annualized net income return on average common equity of 17.8%. Today's market is clearly more competitive than in recent years. That said, rates and terms and conditions in aggregate still support strong returns. Capturing those returns requires the ability and willingness to actively manage the portfolio across and within lines of business. This is embedded in Arch's operating principles and among our differentiating traits to dynamically add to areas where returns are attractive while declining those risks that no longer provide an adequate margin of safety. Regardless of where we are in the cycle, Arch is committed to generating superior returns for our shareholders. I'll now provide updates across our reporting segments, beginning with insurance, which generated $66 million of underwriting income in the first quarter. It compares favorably to the first quarter in 2025 that was impacted by the California wildfires. Overall, market conditions remained favorable. However, top line growth in the segment was essentially flat in the quarter, reflecting our focus on profitability over volume as competitive pressures increase. Growth opportunities remain across most casualty focused businesses, including excess and surplus line casualty, construction, alternative market as well as a number of our London market businesses. Growth was offset by softening rates in a few areas, including large account and excess and surplus lines property as well as in some short-term lines in London. We also chose not to renew certain program business acquired in the middle market commercial transaction that did not align with our risk appetite or meet our profitability requirements. As we have discussed on prior calls, these nonrenewals are expected to reduce net premium return by approximately $250 million throughout...

Arch delivered a strong Q1 with after‑tax operating income of $901 million ($2.50 per share), an annualized net income ROE of 17.8% and book value per share up 1.7%, while repurchasing $783 million of stock in the quarter (plus $311 million repurchased early Q2) and securing a $3 billion increase in buyback authorization. Underwriting remained profitable despite competitive conditions: an ex‑cat accident year combined ratio of 82.3% with $200 million of favorable prior‑year development, a reinsurance combined ratio of 76%, and mortgage underwriting income of $221 million, though current‑year catastrophe losses totaled $174 million (winter storms and Iran‑related) with more Iran losses expected in Q2. Management is tightening portfolio and capital discipline — non‑renewals tied to a middle‑market deal will reduce net premiums written by about $250 million in 2026, the firm is prioritizing specialty casualty and selective property catastrophe zones, and highlighted AI‑enabled system migration and testing as an operational enabler. Interested in Arch Capital Group Ltd.? Here are five stocks we like better. Adobe Leads 3 Big Buyback Programs Worth Up to 25% of Market Cap Arch Capital Group (NASDAQ:ACGL) reported what management repeatedly described as a strong first quarter for 2026, driven by underwriting profitability across its diversified platform and supported by investment income and share repurchases. On the company’s earnings call, CEO Nicolas Papadopoulo said the quarter reflected “attractive underwriting margin” and disciplined execution of underwriting and capital management strategies, even as he acknowledged a more competitive market environment than in recent years. After-tax operating income was $901 million, or $2.50 per share, and Papadopoulo said the results produced an annualized net income return on average common equity of 17.8%. CFO François Morin cited an annualized operating income return on average common equity of 15.4% and said book value per share grew 1.7% during the quarter. → Homebuilder Earnings: D.R. Horton Sticks Out as Pulte & NVR Sales Tank A Quiet Outperformer With a Catastrophe Caveat Morin said the company’s three business segments “once again delivered excellent underlying results” and reported an overall ex-cat, accident year combined ratio of 82.3%, which he said was up 130 basis points from the same quarter last year an...

Arch Capital Group (ACGL) came out with quarterly earnings of $2.5 per share, beating the Zacks Consensus Estimate of $2.45 per share. This compares to earnings of $1.54 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +2.16%. A quarter ago, it was expected that this property and casualty insurer would post earnings of $2.49 per share when it actually produced earnings of $2.98, delivering a surprise of +19.68%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Arch Capital, which belongs to the Zacks Insurance - Property and Casualty industry, posted revenues of $4.39 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 6.11%. This compares to year-ago revenues of $4.56 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Arch Capital shares have added about 0.5% since the beginning of the year versus the S&P 500's gain of 4.8%. While Arch Capital has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Arch Capital was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list...

Management is actively pivoting the portfolio to address a more competitive market, prioritizing profitability over volume as rates and terms begin to soften in aggregate. Insurance segment growth was essentially flat as the company intentionally non-renewed approximately $250 million in program business from the Allianz middle market acquisition that did not meet return thresholds. Reinsurance performance remains strong with a 76% combined ratio, though net premiums declined 6% due to increased capacity from traditional and third-party markets putting downward pressure on property catastrophe rates. The successful 18-month migration of the middle market commercial business to Arch's internal systems was accelerated by the strategic use of artificial intelligence in code writing and scenario testing. Mortgage segment results continue to exceed expectations, providing a diversifying source of earnings despite high mortgage rates and home prices constraining overall demand. Capital allocation remains focused on organic deployment first, with share repurchases serving as the primary mechanism for returning excess capital when internal return thresholds are not met. Management expects the June 1st renewals to remain competitive and will adjust underwriting stands based on actual rate decreases observed at that time. The middle market commercial business is expected to focus on stabilization and platform enhancement throughout 2026, with significant scale benefits projected for 2027. Operating expense ratios in the insurance segment are expected to revert toward historical levels in the second half of 2026 following the completion of system migration costs. Casualty lines are expected to sustain price increases above trend due to ongoing adverse development from the 2016-2017 accident years impacting the broader industry. The company anticipates further man-made catastrophe losses related to the Iran conflict to flow through the second quarter, though these are currently managed within the overall catastrophe load. A large commutation transaction in the reinsurance segment increased favorable prior year development by approximately 25% during the quarter. The company increased its share repurchase authorization by $3 billion, signaling confidence in the intrinsic value of the franchise amidst a shifting market cycle. Cyber insurance is viewed as being at '3:00 p....

Arch Capital Group Ltd. ACGL reported first-quarter 2026 operating income of $2.50 per share, which beat the Zacks Consensus Estimate by 2.4%. The bottom line increased 15.4% year over year. ACGL’s quarterly results benefited from improved net investment income, stronger underwriting performance and lower catastrophe losses. These positives were partially offset by declining premium volumes and weakness in the mortgage segment. Arch Capital Group Ltd. price-consensus-eps-surprise-chart | Arch Capital Group Ltd. Quote Operating revenues of $4.4 billion decreased 3.8% year over year, primarily due to lower net premiums earned. Revenues missed the Zacks Consensus Estimate by 6.1%. Gross premiums written decreased 0.6% year over year to $6.4 billion. Net premiums earned declined 4.8% year over year to $3.9 billion, mainly due to lower premiums earned in its Reinsurance segment. The figure missed the Zacks Consensus Estimate by 6%. Pre-tax net investment income increased 7.9% year over year to $408 million, missing the Zacks Consensus Estimate of $417 million. The figure was higher than our estimate of $378.2 million. Pre-tax current accident year catastrophic losses for the company’s insurance and reinsurance segments, net of reinsurance and reinstatement premiums, totaled $174 million. Arch Capital Group’s underwriting income increased 74.6% year over year to $728 million. The combined ratio, representing the percentage of premiums paid out as claims and expenses, improved 440 basis points to 81.7 year over year, beating the Zacks Consensus Estimate of 83.1 and our model estimate of 83.2. Insurance: Gross premiums written increased 2% year over year to $2.7 billion. Net premiums written declined 1.4% year over year to $1.9 billion, primarily due to the non-renewal of select MCE-related programs. Net premiums written also came in below our estimate of $2.1 billion. Underwriting income was $66 million, rebounding from a year-ago loss of $2 million, though it fell short of our estimate of $155.4 million. The combined ratio improved 360 basis points year over year to 96.5, marginally above the Zacks Consensus Estimate of 94.4. Reinsurance: Gross premiums written decreased 2.3% year over year to $3.4 billion. Net premiums written declined 6% year over year to $2.1 billion, primarily reflecting a reduction in property catastrophe business. The figure was on par with...

Arch Capital Group (ACGL) reported $4.39 billion in revenue for the quarter ended March 2026, representing a year-over-year decline of 3.8%. EPS of $2.50 for the same period compares to $1.54 a year ago. The reported revenue represents a surprise of -6.11% over the Zacks Consensus Estimate of $4.67 billion. With the consensus EPS estimate being $2.45, the EPS surprise was +2.16%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Arch Capital performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Combined Ratio - Total: 81.7% versus 83.1% estimated by four analysts on average. Underwriting Expense Ratio - Other Operating Expense Ratio - Mortgage Segment: 14.1% versus the four-analyst average estimate of 16.2%. Loss Ratio - Total: 52.4% compared to the 54.5% average estimate based on four analysts. Expense Ratio - Total Acquisition Expense Ratio: 18.3% compared to the 18.4% average estimate based on four analysts. Revenues- Other income (loss): $-5 million compared to the $9 million average estimate based on four analysts. The reported number represents a change of +150% year over year. Revenues- Net investment income: $408 million versus the four-analyst average estimate of $417.66 million. The reported number represents a year-over-year change of +7.9%. Revenues- Net premiums earned- Reinsurance Segment: $1.83 billion compared to the $1.98 billion average estimate based on four analysts. The reported number represents a change of -9.7% year over year. Revenues- Net premiums earned- Insurance Segment: $1.87 billion compared to the $1.97 billion average estimate based on four analysts. The reported number represents a change of +0.6% year over year. Revenues- Net premiums earned: $3.99 billion versus the four-analyst average estimate of $4.24 billion. The reported number represents a year-over-year change of -4.8%. Revenues- Other un...