ACGLN Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Conservative Balance SheetLow financial leverage and a conservative balance sheet give Arch durable capital flexibility. With debt-to-equity near 0.11 and materially grown equity since 2021, the firm can absorb underwriting or investment shocks, support reinsurance programs, and pursue selective capital deployment without threatening solvency.
Robust Cash GenerationConsistent, sizable operating and free cash flow underpins underwriting credibility and strategic options. Roughly $6.1B TTM cash generation supports reserve funding, retrocession buys, share repurchases, and dividend capacity, enhancing long-term earnings quality despite occasional year-to-year variability.
Diversified Underwriting & Investment EarningsProfit contributions across reinsurance, mortgage insurance and investment/equity-method income create multiple earnings levers. Strong reinsurance and mortgage underwriting plus ~ $613M combined investment pre-tax reduce reliance on a single line, smoothing results through cycles and supporting return on equity.
Bears Say
Declining Premium VolumesFalling net premiums written indicate reduced top-line scale and can erode underwriting leverage over coming quarters. Client retention of risk and lower new business flows limit pricing power and growth, pressuring long-term premium base and making earnings more reliant on investment returns and reserve moves.
Soft Market & Increased CompetitionA softer pricing market with more capacity compresses margins and forces stricter underwriting discipline. Over a multi-month horizon, sustained rate weakness in property and short-tail lines risks lower profitability, reduced new business economics, and the need for selective underwriting actions that can limit growth.
Rising Ex‑Cat Combined RatiosHigher accident-year ex‑cat combined ratios indicate underwriting margin pressure independent of catastrophes. A 160 bp rise year-over-year suggests deterioration in core underwriting profitability, increasing earnings volatility and reducing the cushion provided by investment and prior-year reserve development.
Arch Capital Group News
ACGLN FAQ
What was Arch Capital Group Ltd’s price range in the past 12 months?
Currently, no data Available
What is Arch Capital Group Ltd’s market cap?
Arch Capital Group Ltd’s market cap is $556.43B.
When is Arch Capital Group Ltd’s upcoming earnings report date?
Arch Capital Group Ltd’s upcoming earnings report date is Nov 02, 2026 which is in 50 days.
How were Arch Capital Group Ltd’s earnings last quarter?
Arch Capital Group Ltd released its earnings results on Jul 28, 2026. The company reported $43.63 earnings per share for the quarter, beating the consensus estimate of $42.028 by $1.602.
Is Arch Capital Group Ltd overvalued?
According to Wall Street analysts Arch Capital Group Ltd’s price is currently Undervalued.
Does Arch Capital Group Ltd pay dividends?
Arch Capital Group Ltd does not currently pay dividends.
What is Arch Capital Group Ltd’s EPS estimate?
Arch Capital Group Ltd’s EPS estimate is 31.56.
How many shares outstanding does Arch Capital Group Ltd have?
Currently, no data Available
What happened to Arch Capital Group Ltd’s price movement after its last earnings report?
Arch Capital Group Ltd reported an EPS of $43.63 in its last earnings report, beating expectations of $42.028. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Arch Capital Group Ltd?
Currently, no hedge funds are holding shares in MX:ACGLN
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Arch Capital Group Stock Smart Score
Underperform
1
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3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$1,875.79 (― Upside)
$1,875.79 (― Upside)
Blogger Sentiment
Bullish
MX:ACGLN Sentiment 83%
Sector Average 58%
Sector Average 58%
Insider Transactions
Sold Shares
Worth $18.5M over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Positive
20 days / 200 days
Momentum
4.11%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
7.56%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Arch Capital Group Ltd
Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products in the United States, Canada, Bermuda, the United Kingdom, Europe, and Australia. The company operates through three segments: Insurance, Reinsurance, and Mortgage. The Insurance segment offers commercial automobile; commercial multiperil; financial and professional line liability; admitted, excess, and surplus casualty lines; property and short-tail specialty; workers compensation; and casualty insurance. Its Reinsurance segment provides reinsurance products for casualty; marine and aviation; property catastrophe; property excluding property catastrophe; and other specialty products. The Mortgage segment offers U.S. primary mortgage insurance business written predominantly on loans sold to the Federal National Mortgage Association and Federal Home Loan Mortgage Corporation; reinsurance and underwriting services related to the U.S. credit-risk transfer business and other U.S. mortgage reinsurance transactions; and international mortgage insurance and reinsurance business covering loans. It markets its products through a group of licensed independent retail and wholesale brokers. The company was formerly known as Risk Capital Holdings, Inc. Arch Capital Group Ltd. was founded in 1995 and is headquartered in Pembroke, Bermuda.
ACGLN Company Deck
ACGLN Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call balanced notable operational and financial strengths against meaningful market and underwriting headwinds. Highlights include strong operating earnings ($893M), robust investment and equity-method returns ($613M combined pre-tax), very strong cash flow ($1.3B), disciplined capital returns ( $1.2B repurchased in the quarter; $1.95B H1), solid mortgage results (underwriting income $220M; U.S. MI delinquency 2.1%), and conservative leverage (18.1%). Offsetting these positives are signs of a softening market with increased competition and rate compression (property mid-teens mid-year declines), declines in net premiums written (insurance -5.1%, reinsurance ~-10%), rising ex-cat combined ratios (group 82.5%, +160 bps YoY), and tangible catastrophe/geopolitical losses (Iran-related losses and $201M current-quarter cat losses net). Overall, management presents confidence in the diversified model and capital approach but acknowledges a more competitive environment that will require disciplined underwriting and selective capital deployment.View all MX:ACGLN earnings summariesACGLN Revenue Breakdown
85.63% Net premiums earned
8.15% Net investment income
2.33% Net realized gains (losses)
1.09% Other underwriting income
2.53% Equity in net income of investments accounted for using the equity method
0.27% Other income
