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ACGL Overview

-
$
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
94.520
Open
94.400
VWAP
93.97
Vol
1.86M
Mkt Cap
32.77B
Low
93.580
Amount
174.40M
EV/EBITDA(TTM)
7.02
Total Shares
349.39M
EV
35.42B
EV/OCF(TTM)
6.00
P/S(TTM)
1.83
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.
Show More

Events Timeline

(ET)
2026-04-28
16:20:00
Arch Reports Book Value Per Share Increases to $66.19
select
2026-04-20 (ET)
2026-04-20
16:10:00
Arch Capital Increases Share Repurchase Authorization by $3 Billion
select

News

seekingalpha
9.5
04-29seekingalpha
Arch Capital Group Q1 2026 Earnings Call Insights
  • Profitability Improvement: Arch Capital reported an after-tax operating income of $2.50 per share in Q1 2026, bolstered by $200 million in favorable prior year development, demonstrating the company's ability to maintain profitability amid increasing competition.
  • Capital Management Strategy: The company repurchased $783 million worth of common stock this quarter while increasing book value per share by 1.7%, with the Board's recent $3 billion increase in share repurchase authorization underscoring its focus on capital allocation.
  • Increased Market Competition: Management highlighted that the current market is significantly more competitive, particularly in property catastrophe and short-term insurance lines, with expectations of a $250 million reduction in net premiums written throughout 2026 due to nonrenewals.
  • Successful System Migration: Arch successfully completed the data and system migration of acquired businesses from Allianz in just 18 months, showcasing the effective use of artificial intelligence in accelerating system transformation, thereby enhancing operational efficiency.
NASDAQ.COM
2.0
04-29NASDAQ.COM
Arch Capital (ACGL) Q1 2026 Earnings Transcript
seekingalpha
9.5
04-28seekingalpha
Arch Capital Q1 2026 Earnings Beat Expectations
  • Earnings Beat: Arch Capital reported a Q1 non-GAAP EPS of $2.50, exceeding expectations by $0.04, indicating strong performance in its insurance and reinsurance segments, which boosts investor confidence.
  • Catastrophic Loss Management: The company incurred pre-tax current accident year catastrophic losses of $174 million in its insurance and reinsurance segments, net of reinsurance and reinstatement premiums, demonstrating effective risk management that helps maintain profitability.
  • Improved Loss Reserves: Favorable development in prior year loss reserves amounted to $200 million, net of related adjustments, showcasing the company's success in loss assessment and management, which further strengthens its financial stability.
  • Share Repurchase Program: Arch Capital executed share repurchases totaling $783 million in the quarter, reflecting confidence in its intrinsic value while increasing book value per common share to $66.19, a 1.7% rise from December 31, 2025.
NASDAQ.COM
2.0
04-28NASDAQ.COM
Arch Capital (ACGL) Q3 2025 Earnings Transcript
NASDAQ.COM
2.0
04-28NASDAQ.COM
Arch Capital (ACGL) Q2 2025 Earnings Transcript
seekingalpha
9.5
04-27seekingalpha
Arch Capital Set to Announce Q1 Earnings
  • Earnings Announcement Date: Arch Capital (ACGL) is set to release its Q1 2023 earnings on April 28 after market close, with a consensus EPS estimate of $2.46, reflecting a robust 59.7% year-over-year growth that could further solidify its profitability in the insurance sector.
  • Historical Performance: Over the past two years, ACGL has consistently beaten EPS estimates 100% of the time, showcasing its strong earnings capability and market adaptability, while achieving a 25% beat rate on revenue estimates indicates some volatility in revenue growth.
  • Estimate Revision Dynamics: In the last three months, EPS estimates have seen 9 upward revisions and 6 downward adjustments, while revenue estimates have had no upward revisions and 5 downward adjustments, reflecting a cautious market sentiment regarding ACGL's future profitability that may impact investor confidence.
  • Capital Deployment Plans: Arch Capital plans to execute $1.9 billion in stock buybacks and signals a stable catastrophe loss outlook for 2026, indicating the company's strategic intent in capital management and risk control aimed at enhancing 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
Mizuho
Neutral
maintain
$102 -> $101
AI Analysis
2026-05-05
Reason
Mizuho
Price Target
$102 -> $101
AI Analysis
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.
Keefe Bruyette
Market Perform
maintain
$105 -> $102
2026-05-05
Reason
Keefe Bruyette
Price Target
$105 -> $102
2026-05-05
maintain
Market Perform
Reason
Keefe Bruyette lowered the firm's price target on Arch Capital to $102 from $105 and keeps a Market Perform rating on the shares. Near-term upside is expected to be limited by sustained property catastrophe reinsurance pricing softness, slowing primary insurance premium growth, and declining mortgage segment profitability, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for ACGL
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Valuation Metrics

The current forward P/E ratio for Arch Capital Group Ltd (ACGL.O) is 9.99, compared to its 5-year average forward P/E of 10.64. 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
10.64
Current PE
9.99
Overvalued PE
11.67
Undervalued PE
9.60

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
0.53
Current EV/EBITDA
7.94
Overvalued EV/EBITDA
2.45
Undervalued EV/EBITDA
-1.39

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
1.98
Overvalued PS
2.15
Undervalued PS
1.70

Financials

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Whales Holding ACGL

P
Polar Capital Holdings Plc
Holding
ACGL
+33.30%
3M Return
A
Allspring Global Investments, LLC
Holding
ACGL
+11.08%
3M Return
S
South Dakota Investment Council
Holding
ACGL
+9.99%
3M Return
A
AssetMark, Inc.
Holding
ACGL
+8.19%
3M Return
W
WCM Investment Management
Holding
ACGL
+4.66%
3M Return
M
Marshfield Associates, Inc.
Holding
ACGL
+2.24%
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 93.8 USD — it has decreased -0.76

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 May 11 2026.

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

Today ACGL has the market capitalization of 32.77B USD.