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ACGL Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
92.740
Open
92.660
VWAP
91.61
Vol
5.57M
Mkt Cap
31.86B
Low
90.910
Amount
509.77M
EV/EBITDA(TTM)
6.92
Total Shares
349.39M
EV
34.92B
EV/OCF(TTM)
5.92
P/S(TTM)
1.80
Arch Capital Group Ltd. is a Bermuda-based company, which provides insurance, reinsurance, and mortgage insurance through its subsidiaries. The insurance segment consists of the Company’s insurance underwriting units, which offer specialty product lines, including construction and national accounts; excess and surplus casualty; professional lines; programs; property, energy, marine and aviation; travel, accident and health; warranty and lender solutions, and others (consisting of alternative markets, excess workers' compensation and surety business). The reinsurance segment consists of its reinsurance underwriting units, which offer specialty product lines, including casualty; marine and aviation; other specialty; property catastrophe; property excluding property catastrophe, and others (consisting of life reinsurance and other). The mortgage segment includes its United States primary mortgage insurance business, investment and services related to United States credit-risk transfer.
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Events Timeline

(ET)
2026-06-17
09:30:00
Arch Capital Appoints Jerome Halgan and Michael Schmeiser as CEOs
select
2026-06-04 (ET)
2026-06-04
09:30:00
Arch Insurance Appoints New Leadership to Strengthen Wholesale Platform
select
2026-06-03 (ET)
2026-06-03
08:50:00
Arch Capital Expands Maamoun Rajeh's Role as President
select

News

Newsfilter
8.5
06-18Newsfilter
PinnedArch RoamRight Named Trip Protection Partner of the Year 2026
  • Industry Recognition: Arch RoamRight has been awarded Trip Protection Partner of the Year for 2026 by Global Travel Collection (GTC), highlighting its innovation and service excellence in the luxury travel sector, thereby enhancing its brand reputation in the high-end market.
  • Customer Trust: Linda Fallon, President of Consumer Business at Arch Insurance, stated that this award reflects the trust placed in their team by travel advisors, indicating the company's ongoing efforts to meet client needs and strengthen customer loyalty.
  • Service Commitment: Arch RoamRight is dedicated to providing solutions that help travel advisors and their clients prepare for unexpected events, further enhancing its competitiveness in the travel insurance market and driving sustainable business growth.
  • Global Influence: The Global Travel Collection is a significant network of independent travel advisors, and its annual awards aim to recognize brands redefining luxury travel; Arch RoamRight's recognition will facilitate its further expansion in the global market.
seekingalpha
5.0
06-17seekingalpha
Arch Capital Appoints New CEOs for Global Reinsurance and Mortgage Groups
  • Executive Appointments: Arch Capital Group announced the appointment of Jerome Halgan as CEO of Arch Global Reinsurance Group and Michael Schmeiser as CEO of Arch Global Mortgage Group, indicating a strategic shift in leadership to adapt to market changes.
  • Halgan's Background: Having joined Arch in 2009, Halgan has served as CEO of Arch Re Bermuda since 2018 and as President and Chief Underwriting Officer of Arch Reinsurance Group since 2024, showcasing his extensive experience and leadership in the reinsurance sector.
  • Schmeiser's Credentials: Schmeiser joined Arch in 2017 and has been President and CEO of Arch U.S. Mortgage since 2019, and his expertise in the mortgage sector is expected to drive further growth for the company in this market.
  • Market Impact: The leadership changes may influence Arch Capital's strategic direction, particularly in the current competitive market environment, where the new leadership team will face challenges in enhancing company performance and market share.
Newsfilter
5.0
06-17Newsfilter
Arch Capital Appoints New CEOs to Drive Global Business Growth
  • Executive Appointments: Arch Capital Group has announced the promotion of Jerome Halgan to CEO of Arch Global Reinsurance Group and Michael Schmeiser to CEO of Arch Global Mortgage Group, both continuing to report to President Maamoun Rajeh, reflecting the company's commitment to strong leadership.
  • Leadership Experience: Halgan joined Arch in 2009 and has served as Chief Underwriting Officer, while Schmeiser joined in 2017 and has been CEO of Arch U.S. Mortgage since 2019, both demonstrating exceptional performance that ensures the company's growth through market cycles.
  • Strategic Execution: Halgan emphasized the continuation of disciplined underwriting and deepening relationships with brokers and cedants to drive business growth, while Schmeiser plans to leverage his success in U.S. operations to enhance global mortgage business competitiveness.
  • Company Strength: As of March 31, 2026, Arch Capital boasts approximately $26.9 billion in capital and is part of the S&P 500 Index, showcasing its robust market position and growth potential in global insurance, reinsurance, and mortgage insurance sectors.
Newsfilter
8.5
06-16Newsfilter
Arch Capital Announces Details of Cash Tender Offers
  • Total Tender Offer Amount: Arch Capital Group announced a total consideration of $417.851 million for its cash tender offers involving 2043 and 2046 senior notes, reflecting the company's focus on optimizing its capital structure.
  • Acceptance Priority Levels: The acceptance priority level for the 2043 notes is set at 15%, while the 2046 notes are at 25%, indicating a layered strategy in managing debt to ensure effective capital utilization.
  • Early Tender Deadline: As of the early tender deadline on June 15, 2026, valid tenders amounted to $218.712 million for the 2043 notes and $199.139 million for the 2046 notes, demonstrating strong investor demand for these securities.
  • Payment Schedule: The company expects to make payments on June 18, 2026, for notes validly tendered, which will help enhance investor confidence and optimize the company's liquidity management.
Newsfilter
5.0
06-04Newsfilter
Arch Insurance Strengthens Leadership to Drive Growth
  • Leadership Changes: Arch Insurance has promoted Jason Conkin to Division President of Wholesale Property & Casualty, tasked with driving profitable growth in the E&S market, indicating the company's commitment to market expansion.
  • New Appointments: Mike Ward and Joe Morrello have been elevated to Executive Vice Presidents for E&S Casualty and Property, respectively, reporting to Conkin, which aims to enhance internal collaboration to support the long-term development of the E&S business.
  • Distribution Strategy Enhancement: Jared Stacey has been appointed as Senior Vice President, Head of Wholesale Distribution, responsible for coordinating distribution strategies and improving alignment with underwriting teams, which is expected to provide a more consistent experience for wholesale partners.
  • Retirement and Succession: Valerie Turpin has announced her retirement effective July 1, concluding nearly eight years of leadership, and the leadership changes reflect the company's ongoing commitment to growth across market cycles.
seekingalpha
8.5
06-02seekingalpha
Arch Capital Group Announces $2B Senior Notes Offering
  • Bond Offering Size: Arch Capital Group announced a $2 billion senior notes offering, which includes $600 million of 5.250% notes due in 2036 and $1.4 billion of 5.950% notes due in 2056, aimed at optimizing capital structure and enhancing financial flexibility.
  • Planned Use of Proceeds: The company intends to use part of the proceeds to repay $500 million of 4.011% senior notes due in 2026, which not only alleviates short-term debt burdens but also provides more funding for future investments.
  • Tender Offer Strategy: Additionally, part of the funds will be used for tender offers on its subsidiaries' 2043 and 2046 senior notes, with rates of 5.144% and 5.031%, respectively, aimed at reducing long-term debt costs and optimizing capital structure.
  • Market Reaction: Despite the announcement of this significant financing plan, the stock fell 1.26% in the trading session following the announcement, closing at $87.62, reflecting market concerns over increased debt that may impact future shareholder returns.
Wall Street analysts forecast ACGL stock price to rise
12 Analyst Rating
Wall Street analysts forecast ACGL stock price to rise
5 Buy
6 Hold
1 Sell
Moderate Buy
Current: 0.000
sliders
Low
93.00
Averages
106.08
High
124.00
Current: 0.000
sliders
Low
93.00
Averages
106.08
High
124.00
BofA
Joshua Shanker
Buy
maintain
$121 -> $122
AI Analysis
2026-06-11
Reason
BofA
Joshua Shanker
Price Target
$121 -> $122
AI Analysis
2026-06-11
maintain
Buy
Reason
BofA analyst Joshua Shanker raised the firm's price target on Arch Capital to $122 from $121 and keeps a Buy rating on the shares. Despite prices having already declined in 2024 and 2025, the firm expects that regional Florida/Gulf of Mexico prices for property-cat reinsurers will be down 15%-20% as the impact of June and July renewals are assessed, the analyst tells investors. However, despite deteriorating market conditions in reinsurance, the firm believes return on tangible equity remains "healthy," while price-to-Q1 tangible book value per share excluding Bermuda deferred tax assets undervalues these returns, the analyst added.
Mizuho
Neutral
maintain
$102 -> $101
2026-05-05
Reason
Mizuho
Price Target
$102 -> $101
2026-05-05
maintain
Neutral
Reason
Mizuho lowered the firm's price target on Arch Capital to $101 from $102 and keeps a Neutral rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for ACGL
Unlock Now

Valuation Metrics

The current forward P/E ratio for Arch Capital Group Ltd (ACGL.O) is 9.82, compared to its 5-year average forward P/E of 10.59. For a more detailed relative valuation and DCF analysis to assess Arch Capital Group Ltd's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
10.59
Current PE
9.82
Overvalued PE
11.62
Undervalued PE
9.56

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
0.71
Current EV/EBITDA
7.77
Overvalued EV/EBITDA
2.91
Undervalued EV/EBITDA
-1.50

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.92
Current PS
1.94
Overvalued PS
2.15
Undervalued PS
1.70

Financials

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Whales Holding ACGL

P
Polar Capital Holdings Plc
Holding
ACGL
+45.35%
3M Return
W
WCM Investment Management
Holding
ACGL
+17.90%
3M Return
A
Allspring Global Investments, LLC
Holding
ACGL
+16.33%
3M Return
S
South Dakota Investment Council
Holding
ACGL
+14.75%
3M Return
B
Bestinver Gestión, S.A. SGIIC
Holding
ACGL
+13.34%
3M Return
A
Artisan Partners Limited Partnership
Holding
ACGL
+12.91%
3M Return

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Frequently Asked Questions

What is Arch Capital Group Ltd (ACGL) stock price today?

The current price of ACGL is 91.18 USD — it has decreased -1.29

What is Arch Capital Group Ltd (ACGL)'s business?

Arch Capital Group Ltd. is a Bermuda-based company, which provides insurance, reinsurance, and mortgage insurance through its subsidiaries. The insurance segment consists of the Company’s insurance underwriting units, which offer specialty product lines, including construction and national accounts; excess and surplus casualty; professional lines; programs; property, energy, marine and aviation; travel, accident and health; warranty and lender solutions, and others (consisting of alternative markets, excess workers' compensation and surety business). The reinsurance segment consists of its reinsurance underwriting units, which offer specialty product lines, including casualty; marine and aviation; other specialty; property catastrophe; property excluding property catastrophe, and others (consisting of life reinsurance and other). The mortgage segment includes its United States primary mortgage insurance business, investment and services related to United States credit-risk transfer.

What is the price predicton of ACGL Stock?

Wall Street analysts forecast ACGL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ACGL is106.08 USD with a low forecast of 93.00 USD and a high forecast of 124.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Arch Capital Group Ltd (ACGL)'s revenue for the last quarter?

Arch Capital Group Ltd revenue for the last quarter amounts to 4.48B USD, decreased -4.66

What is Arch Capital Group Ltd (ACGL)'s earnings per share (EPS) for the last quarter?

Arch Capital Group Ltd. EPS for the last quarter amounts to 2.88 USD, increased 94.59

How many employees does Arch Capital Group Ltd (ACGL). have?

Arch Capital Group Ltd (ACGL) has 8000 emplpoyees as of June 20 2026.

What is Arch Capital Group Ltd (ACGL) market cap?

Today ACGL has the market capitalization of 31.86B USD.