Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
+0.09%
$16.39
100% positive prob.
5-Day Prediction
+2.96%
$16.85
100% positive prob.
20-Day Prediction
+3.66%
$16.97
95% positive prob.
SEC 8-K filings with transcript text
Jul 28, 2026 · 100% conf.
1D
+0.09%
$16.39
Act: -0.24%
5D
+2.96%
$16.85
Act: +0.00%
20D
+3.66%
$16.97
2 ex-991release63026.htm
Document
PRESS RELEASEArch Capital Group Ltd.
NASDAQ Symbol: ACGLWaterloo House, Ground Floor
For Immediate Release100 Pitts Bay Road
July 28, 2026 Pembroke HM 08 Bermuda
PEMBROKE, BERMUDA--(BUSINESS WIRE)--Arch Capital Group Ltd. (NASDAQ: ACGL; “Arch,” “our” or “the Company”) announces its 2026 second quarter results. The results included:
•Net income available to Arch common shareholders of $1.0 billion, or $3.00 per share, representing an 18.0% annualized net income return on average common equity, compared to net income available to Arch common shareholders of $1.2 billion, or $3.23 per share, for the 2025 second quarter.
•After-tax operating income available to Arch common shareholders(1) of $893 million, or $2.56 per share, representing a 15.3% annualized operating return on average common equity(1), compared to $979 million, or $2.58 per share, for the 2025 second quarter.
•Pre-tax current accident year catastrophic losses for the Company’s insurance and reinsurance segments, net of reinsurance and reinstatement premiums, of $201 million.
•Favorable development in prior year loss reserves, net of related adjustments, of $165 million.
•Combined ratio excluding catastrophic activity and prior year development(1) of 82.5%, compared to 80.9% for the 2025 second quarter.
•Share repurchases of $1.2 billion.
•Book value per common share of $68.04 at June 30, 2026, a 2.8% increase from March 31, 2026.
“We delivered a strong quarter, driven by solid underwriting performance across our three segments, reflecting the continued strength of our diversified platform and disciplined execution across the enterprise,” said Arch CEO Nicolas Papadopoulo. “Our leadership positions in Specialty Insurance, including our Mortgage and Reinsurance operations, provide us with a meaningful competitive advantage. Clients not only come to us for capacity, but also for our underwriting expertise, claims capabilities, creative solutions and valuable perspectives that help them better manage risk.”
All earnings per share amounts discussed in this release are on a diluted basis. The following table summarizes the Company’s underwriting results:
(U.S. Dollars in millions)Three Months Ended June 30,
20262025% Change
Gross premiums written$6,126 $6,196 (1.1)
Net premiums written4,049 4,348 (6.9)
Net premiums earned3,985 4,337 (8.1)
Underwriting income (1) 657 818 (19.7)
Underwriting Ratios% Point Change
Loss ratio55.1 %53.1 %2.0
Underwriting expense ratio (2) 28.4 %28.1 %0.3
Combined ratio83.5 %81.2 %2.3
Combined ratio excluding catastrophic activity and prior year development (1) 82.5 %80.9 %1.6
(1) See ‘Comments on Non-GAAP Financial Measures’ for further details.
(2) The ‘Underwriting expense ratio’ includes ‘Other underwriting income.’ See ‘Comments on Non-GAAP Financial Measures’ for further details.
1
The following table summarizes the Company’s consolidated financial data, including a reconciliation of net income or loss available to Arch common shareholders to after-tax operating income or loss available to Arch common shareholders and related diluted per share results (see ‘Comments on Non-GAAP Financial Measures’ for further details):
(U.S. Dollars in millions, except per share data)Three Months Ended
June 30,
20262025
Net income available to Arch common shareholders$1,047 $1,227
Net realized (gains) losses (1)17 (229)
Equity in net (income) of investments accounted for using the equity method(196)(162)
Net foreign exchange (gains) losses(10)88
Transaction costs and other32 18
Income tax expense (benefit) (2)3 37
After-tax operating income available to Arch common shareholders$893 $979
Diluted per common share results:
Net income available to Arch common shareholders$3.00 $3.23
Net realized (gains) losses (1)0.05 (0.60)
Equity in net (income) of investments accounted for using the equity method(0.56)(0.43)
Net foreign exchange (gains) losses(0.03)0.23
Transaction costs and other0.09 0.05
Income tax expense (benefit) (2)0.01 0.10
After-tax operating income available to Arch common shareholders$2.56 $2.58
Weighted average common shares and common share equivalents outstanding — diluted348.8 379.9
Beginning common shareholders’ equity$23,358 $20,715
Ending common shareholders’ equity23,200 22,211
Average common shareholders’ equity$23,279 $21,463
Annualized net income return on average common equity18.0 %22.9 %
Annualized operating return on average common equity15.3 %18.2 %
(1) Net realized gains or losses include, but are not limited to, realized and unrealized changes in the fair value of equity securities and assets accounted for using the fair value option, realized and unrealized gains and losses on derivative instruments, changes in the allowance for credit losses on financial assets and gains and losses realized from the acquisition or disposit
Apr 28, 2026
2 ex-991release33126.htm
Document
PRESS RELEASEArch Capital Group Ltd.
NASDAQ Symbol: ACGLWaterloo House, Ground Floor
For Immediate Release100 Pitts Bay Road
April 28, 2026 Pembroke HM 08 Bermuda
PEMBROKE, BERMUDA--(BUSINESS WIRE)--Arch Capital Group Ltd. (NASDAQ: ACGL; “Arch,” “our” or “the Company”) announces its 2026 first quarter results. The results included:
•Net income available to Arch common shareholders of $1.0 billion, or $2.88 per share, representing a 17.8% annualized net income return on average common equity, compared to net income available to Arch common shareholders of $564 million, or $1.48 per share, for the 2025 first quarter.
•After-tax operating income available to Arch common shareholders(1) of $901 million, or $2.50 per share, representing a 15.4% annualized operating return on average common equity(1), compared to $587 million, or $1.54 per share, for the 2025 first quarter.
•Pre-tax current accident year catastrophic losses for the Company’s insurance and reinsurance segments, net of reinsurance and reinstatement premiums, of $174 million.
•Favorable development in prior year loss reserves, net of related adjustments, of $200 million.
•Combined ratio excluding catastrophic activity and prior year development(1) of 82.3%, compared to 81.0% for the 2025 first quarter.
•Share repurchases of $783 million.
•Book value per common share of $66.19 at March 31, 2026, a 1.7% increase from December 31, 2025.
“We started the year on an excellent note, delivering an annualized operating return on average common equity of 15.4%, which reflects our disciplined approach to underwriting and capital allocation,” said Arch CEO Nicolas Papadopoulo. “Our underwriting and cycle management expertise, supported by a strong balance sheet, continue to differentiate Arch and position us to generate best-in-class returns through the cycle.”
All earnings per share amounts discussed in this release are on a diluted basis. The following table summarizes the Company’s underwriting results:
(U.S. Dollars in millions)Three Months Ended March 31,
20262025% Change
Gross premiums written$6,425 $6,463 (0.6)
Net premiums written4,348 4,515 (3.7)
Net premiums earned3,986 4,188 (4.8)
Underwriting income (1) 728 417 74.6
Underwriting Ratios% Point Change
Loss ratio52.4 %61.8 %(9.4)
Underwriting expense ratio (2) 29.3 %28.3 %1.0
Combined ratio81.7 %90.1 %(8.4)
Combined ratio excluding catastrophic activity and prior year development (1) 82.3 %81.0 %1.3
(1) See ‘Comments on Non-GAAP Financial Measures’ for further details.
(2) The ‘Underwriting expense ratio’ includes ‘Other underwriting income.’ See ‘Comments on Non-GAAP Financial Measures’ for further details.
1
The following table summarizes the Company’s consolidated financial data, including a reconciliation of net income or loss available to Arch common shareholders to after-tax operating income or loss available to Arch common shareholders and related diluted per share results (see ‘Comments on Non-GAAP Financial Measures’ for further details):
(U.S. Dollars in millions, except per share data)Three Months Ended
March 31,
20262025
Net income available to Arch common shareholders$1,037 $564
Net realized (gains) losses (1)87 (3)
Equity in net (income) of investments accounted for using the equity method(160)(53)
Net foreign exchange (gains) losses(21)27
Transaction costs and other18 10
Income tax expense (benefit) (2)(60)42
After-tax operating income available to Arch common shareholders$901 $587
Diluted per common share results:
Net income available to Arch common shareholders$2.88 $1.48
Net realized (gains) losses (1)0.24 (0.01)
Equity in net (income) of investments accounted for using the equity method(0.44)(0.14)
Net foreign exchange (gains) losses(0.06)0.07
Transaction costs and other0.05 0.03
Income tax expense (benefit) (2)(0.17)0.11
After-tax operating income available to Arch common shareholders$2.50 $1.54
Weighted average common shares and common share equivalents outstanding — diluted359.7 381.9
Beginning common shareholders’ equity$23,376 $19,990
Ending common shareholders’ equity23,358 20,715
Average common shareholders’ equity$23,367 $20,353
Annualized net income return on average common equity17.8 %11.1 %
Annualized operating return on average common equity15.4 %11.5 %
(1) Net realized gains or losses include, but are not limited to, realized and unrealized changes in the fair value of equity securities and assets accounted for using the fair value option, realized and unrealized gains and losses on derivative instruments, changes in the allowance for credit losses on financial assets and gains and losses realized from the acquisition or disposition of subsidiaries.
(2) Income tax expense (benefit) on net realized gains or losses, equity in net income of investments accounted for using the equity me
Feb 9, 2026
2 ex-991release123125.htm
Document
PRESS RELEASEArch Capital Group Ltd.
NASDAQ Symbol: ACGLWaterloo House, Ground Floor
For Immediate Release100 Pitts Bay Road
February 9, 2026 Pembroke HM 08 Bermuda
PEMBROKE, BERMUDA--(BUSINESS WIRE)--Arch Capital Group Ltd. (NASDAQ: ACGL; “Arch,” “our” or “the Company”) announces its 2025 fourth quarter results. The results included:
•Net income available to Arch common shareholders of $1.2 billion, or $3.35 per share, representing a 21.2% annualized net income return on average common equity, compared to net income available to Arch common shareholders of $925 million, or $2.42 per share, for the 2024 fourth quarter.
•After-tax operating income available to Arch common shareholders(1) of $1.1 billion, or $2.98 per share, representing an 18.9% annualized operating return on average common equity(1), compared to $866 million, or $2.26 per share, for the 2024 fourth quarter.
•Pre-tax current accident year catastrophic losses for the Company’s insurance and reinsurance segments, net of reinsurance and reinstatement premiums, of $164 million.
•Favorable development in prior year loss reserves, net of related adjustments, of $118 million.
•Combined ratio excluding catastrophic activity and prior year development(1) of 79.5%, compared to 79.0% for the 2024 fourth quarter.
•Share repurchases of $798 million.
•Book value per common share of $65.11 at December 31, 2025, a 4.5% increase from September 30, 2025.
“Our 2025 financial performance was outstanding, once again demonstrating the value of our diversified platform and our ability to effectively execute our cycle management strategy. I want to thank each of our 8,000+ employees for making these fantastic results possible,” Arch CEO Nicolas Papadopoulo said. “We enter 2026 with optimism in our ability to continue delivering superior results for our shareholders.”
All earnings per share amounts discussed in this release are on a diluted basis. The following table summarizes the Company’s underwriting results:
(U.S. Dollars in millions)Three Months Ended December 31,
20252024% Change
Gross premiums written$4,809 $4,756 1.1
Net premiums written3,649 3,819 (4.5)
Net premiums earned4,255 4,143 2.7
Underwriting income827 625 32.3
Underwriting Ratios% Point Change
Loss ratio53.6 %57.5 %(3.9)
Underwriting expense ratio (2) 27.0 %27.5 %(0.5)
Combined ratio80.6 %85.0 %(4.4)
Combined ratio excluding catastrophic activity and prior year development (1) 79.5 %79.0 %0.5
(1) See ‘Comments on Non-GAAP Financial Measures’ for further details.
(2) The ‘Underwriting expense ratio’ for the 2025 period includes ‘Other underwriting income.’ See ‘Comments on Non-GAAP Financial Measures’ for further details.
1
The following table summarizes the Company’s consolidated financial data, including a reconciliation of net income or loss available to Arch common shareholders to after-tax operating income or loss available to Arch common shareholders and related diluted per share results (see ‘Comments on Non-GAAP Financial Measures’ for further details):
(U.S. Dollars in millions, except per share data)Three Months Ended
December 31,
20252024
Net income available to Arch common shareholders$1,228 $925
Net realized (gains) losses (1)(22)161
Equity in net (income) of investments accounted for using the equity method(155)(143)
Net foreign exchange (gains) losses6 (106)
Transaction costs and other26 26
Income tax expense (benefit) (2)9 3
After-tax operating income available to Arch common shareholders$1,092 $866
Diluted per common share results:
Net income available to Arch common shareholders$3.35 $2.42
Net realized (gains) losses (1)(0.06)0.41
Equity in net (income) of investments accounted for using the equity method(0.42)(0.37)
Net foreign exchange (gains) losses0.02 (0.28)
Transaction costs and other0.07 0.07
Income tax expense (benefit) (2)0.02 0.01
After-tax operating income available to Arch common shareholders$2.98 $2.26
Weighted average common shares and common share equivalents outstanding — diluted366.6 382.8
Beginning common shareholders’ equity$22,889 $21,444
Ending common shareholders’ equity23,376 19,990
Average common shareholders’ equity$23,133 $20,717
Annualized net income return on average common equity21.2 %17.9 %
Annualized operating return on average common equity18.9 %16.7 %
(1) Net realized gains or losses include realized and unrealized changes in the fair value of equity securities and assets accounted for using the fair value option, realized and unrealized gains and losses on derivative instruments, changes in the allowance for credit losses on financial assets and gains and losses realized from the acquisition or disposition of subsidiaries.
(2) Income tax expense (benefit) on net realized gains or losses, equity in net income of investments accounted for using the equity met
This page provides Arch Capital Group Ltd. (ACGLN) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on ACGLN's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.