Zacks Investment Research·Sep 14, 2026
Arch Capital Group (ACGL) Ascends While Market Falls: Some Facts to NoteArch Capital Group (ACGL) reached $97.95 at the closing of the latest trading day, reflecting a +1.94% change compared to its last close.
Arch Capital's exceptional underwriting discipline, evidenced by a 72.7% combined ratio in Q2 2026, continues to drive robust profitability despite a deliberate pullback in premium growth (-10.1% YoY). The company's strong balance sheet, with equity up 23.7% s...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to -10.1% YoY in Q2 2026, yet underwriting margins remained exceptional with a combined ratio of 72.7% and a loss ratio of 49.1%, indicating strong pricing discipline.
Arch Capital Group reported Q4 2025 EPS of $3.35, reflecting a 21.2% annualized net income return on average common equity. Operating income rose 16% YoY, while revenue and gross profit grew 14% and 16% respectively.
The reinsurance unit became the largest by net written premiums, expanding from $1.9 billion in 2018 to over $11 billion in 2024, driven by favorable market conditions.
Arch Capital has benefited from higher global yields, boosting net investment income and supporting continued growth in book value per share.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $2.56+3.6% vs $2.47 | $4.0B-7.1% vs $4.4B |
Q2 2026 Apr 28, 2026 | $2.50+0.8% vs $2.48 | $4.3B-4.5% vs $4.6B |
Q1 2026 Feb 9, 2026 | $2.98+15.1% vs $2.59 | $3.6B-13.0% vs $4.2B |
Q4 2025 Oct 27, 2025 | $2.77+22.6% vs $2.26 | $5.0B+10.0% vs $4.5B |
Arch Capital Group (ACGL) reached $97.95 at the closing of the latest trading day, reflecting a +1.94% change compared to its last close.
Alternative capital is set to reshape reinsurance, creating growth opportunities for reinsurers that combine strong underwriting with third-party capital.
Arch Capital Group (ACGL) reached $99.83 at the closing of the latest trading day, reflecting a +1.65% change compared to its last close.
Baron Focused Growth Fund rebounded in Q2 from a disappointing start to the year, with the Fund gaining 13.26% compared with a gain of 24.02% for the Russell 2500 Growth Index. We remain steadfast in our commitment to long-term investing in competitively advantaged, growth businesses. As of June 30, 2026, the Fund owned 28 investments.
Benchmark ACGL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Arch Capital Group Ltd. (ACGL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $95.16 | $33.25B | 8.19 | 14.27% | 22.07% | 19.54% | 0.02% | |
| $328.80 | $13.66B | 5.81 | 9.45% | 24.71% | 13.88% | — | |
| $15.01 | $497.83M | 6.92 | 7.47% | 7.68% | 7.28% | — | |
| $22.71 | $386.08M | -8.47 | 201.72% | -47.43% | -49.2% | — | |
| $95.31 | $6.95B | 7.72 | 9.05% | 18.02% | 19.21% | — | |
| $1741.87 | $21.58B | 10.29 | -0.96% | 13.17% | 12.13% | — |
Arch Capital Group Ltd. (ACGL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Arch Capital Group Ltd. (ACGL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
Jun 16, 2026·SEC
Jun 9, 2026·SEC
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Arch Capital Group Ltd. (ACGL) stock FAQ — growth, dividends, profitability & financials explained
Arch Capital Group Ltd. (ACGL) grew revenue by 14.3% over the past year. This is steady growth.
Yes, Arch Capital Group Ltd. (ACGL) is profitable, generating $4.69B in net income for fiscal year 2025 (22.1% net margin).
Arch Capital Group Ltd. (ACGL) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.
Arch Capital Group Ltd. (ACGL) has a return on equity (ROE) of 19.5%. This is reasonable for most industries.
Arch Capital Group Ltd. (ACGL) has a combined ratio of 75.0%. A ratio below 100% indicates underwriting profitability.
