US · Financial Services · Insurance - Diversified
EPS came in at 2.56 against a street estimate of 2.49 — a beat of 2.8%.
Analysts rate Arch Capital Group Ltd. a buy (10 buy, 9 hold, 1 sell out of 20) with an average price target of $111.87.
MIXED Strong Q2 earnings ($2.56 EPS, beat $2.49 estimate) and capital generation despite 5% insurance premium decline. Market softening pressures growth; management returns $1.2B to shareholders via buybacks while maintaining disciplined underwriting. Q2 2026 Property-heavy geographies (Florida, Gulf Coast) facing persistent rate pressure; specialty casualty and international short-tail lines offsetting decline. Analysts pressed management on sustainability of loss ratios, M&A appetite, and buyback capacity in soft-market environment. Management reaffirmed discipline, emphasized underwriting selectivity over growth, and signaled buybacks remain preferred tool given strong earnings visibility and attractive valuations vs. 2024 special-dividend decision at 2x book. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.19% |
| Vanguard Capital Management, LLC | 6.63% |
| Artisan Partners Limited Partnership | 6.33% |
| BAMCO Inc | 4.90% |
| State Street Corp | 4.76% |
| Vanguard Portfolio Management, LLC | 4.31% |
| WCM Investment Management | 3.69% |
| Geode Capital Management, LLC | 3.10% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 ARCH CAPITAL GROUP LTD. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Income (6 months ended June 30, 2026): $2,104 million, down from $1,811 millio | 2026-08-04 |
| Results announced · Q3 2026 ARCH CAPITAL GROUP LTD. – FINANCIAL SUMMARY Six Months Ended June 30, 2026 --- HEADLINE NUMBERS • Net income available to common shareholders (6M): | 2026-07-28 |
| Company announcement · Q2 2026 ARCH CAPITAL GROUP LTD. (ACGL) - FORM 8-K SUMMARY HEADLINE NUMBERS • Company conducting cash tender offers for outstanding senior notes with increas | 2026-06-16 |
| Material agreement · Q2 2026 ARCH CAPITAL GROUP LTD. – FORM 8-K SUMMARY June 9, 2026 --- HEADLINE NUMBERS • Total debt issued: $2,000,000,000 ($2 billion) in senior notes • 203 | 2026-06-09 |
| Board / officer change · Q2 2026 ARCH CAPITAL GROUP LTD. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • David Gansberg is stepping down immediately from his role as President of | 2026-06-03 |
| Quarterly report · Q1 2026 ARCH CAPITAL GROUP LTD. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income Q1 2026: $1,047 million vs. $574 million in Q1 2025 (82% increase) • Ea | 2026-05-05 |
| Proxy statement · Q2 2026 ARCH CAPITAL GROUP LTD. – 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Elect three Class I Directors—Francis Ebong, Eileen | 2026-03-24 |
| Annual report FY2025 ARCH CAPITAL GROUP LTD. - 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Net income available to Arch common shareholders: $4.4 billion (2025) • Net prem | 2026-02-26 |
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Google PlayApp StoreData updated 2026-09-18.