US · Financial Services · Insurance - Diversified
EPS came in at 2.67 against a street estimate of 2.15 — a beat of 24.2%.
Analysts rate Arch Capital Group Ltd. a buy (8 buy, 10 hold, 1 sell out of 19) with an average price target of $112.84.
CONFIDENT Arch delivered strong underwriting and investment results, returned $1.4 billion through buybacks, and remains selective as insurance opportunities outweigh increasingly competitive reinsurance conditions. Q3 FY26 North America offers opportunities in E&S casualty, construction and national accounts. London specialty lines remain attractive, while property and short-tail markets are more competitive. Marine war-related business boosted international premium growth. Analysts focused on buybacks, growth, casualty pricing, expense ratios, mortgage regulation and third-party capital. Management emphasized disciplined capital deployment, selective growth and continued restraint in competitive markets. 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.26% |
| Vanguard Capital Management, LLC | 6.81% |
| Artisan Partners Limited Partnership | 6.62% |
| State Street Corp | 4.98% |
| BAMCO Inc | 4.86% |
| Vanguard Portfolio Management, LLC | 4.45% |
| WCM Investment Management | 3.67% |
| Geode Capital Management, LLC | 3.22% |
| Document | Date |
|---|---|
| Company announcement · Q4 2026 HEADLINE NUMBERS • Arch Capital Group increased its existing share repurchase authorization by $3.0 billion on November 5, 2026. • After the increas | 2026-11-05 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net income available to Arch common shareholders was $1,025 million, or $3.00 diluted earnings per share, compa | 2026-11-04 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • On October 30, 2026, Arch Insurance North America announced an agreement to acquire Premier Dealer Holding Corp. • No purchase pr | 2026-10-30 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • Arch Reinsurance Ltd., a wholly owned Arch Capital Group subsidiary, amended its letter-of-credit facility with Lloyds Bank Corpor | 2026-10-30 |
| Board / officer change · Q4 2026 OTHER NOTABLE POINTS • Moira Kilcoyne resigned from Arch Capital Group Ltd.’s Board of Directors effective immediately on October 26, 2026. • The co | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • For the nine months ended September 30, 2026, gross premiums written were $17,942, down 0.7% from $18,069; net premiums written we | 2026-10-27 |
| 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 |
Readable in the app.
| Announcement | Date |
|---|---|
| Agreement to acquire Premier Dealer Holding Corp. and its subsidiaries, including Premier Dealer Services Arch Capital Group announced that its insurance arm, Arch Insurance North America, agreed to acquire Premier Dealer Holding Corp., including Premier Dealer Services (PDS), a Dublin, Ohio pro | 2026-10-30 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Arch Capital Group Ltd. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.