Arch Capital Group LtdNasdaq: ACGL
Financials · Property & Casualty Insurance
$93.92
-0.57%
Vol: 1.4M
Research Digest
Friday, May 1, 2026
Arch Capital Group reported strong Q1 2026 earnings with $1.0 billion net income and $2.88 per share, with Citi raising price target to $122.50 amid expanded share buyback authorization.
Arch Capital Group Ltd. reported Q1 2026 net income of $1.0 billion or $2.88 per share, a 17.8% annualized return on average common equity vs. $1.48 per share in Q1 2025. The company demonstrated strong underwriting performance despite declining premiums and completed data migration of Allianz-acquired businesses using AI acceleration. Share repurchase authorization was expanded by $3 billion. Citi maintained a Buy rating and raised price target to $122.50 from $120.
Previous Market Intelligence
13 daysApr 30Arch Capital Q1 2026 earnings mixed; announces $3B additional share repurchase authorizationMixed▶
Arch Capital Group reported mixed first-quarter 2026 results with strong underwriting offset by declining premiums. Management is actively pivoting the portfolio to prioritize profitability over volume as rates and terms begin to soften. The company announced a $3 billion expansion to its share repurchase authorization on April 20, 2026. According to 15 analysts, the average rating is Buy with a 12-month price target of $108.5, representing an 11% increase from current levels. The company reported record $3.7 billion in operating income for 2025, driven by its Reinsurance and Mortgage segments. Arch remains committed to disciplined underwriting and maintaining risk-adjusted returns in the high teens.
Apr 29Arch Capital Q1 2026 operating income $901M; increases buyback authorization by $3B; stock falls 4.5% on April 29Neutral▶
Arch Capital Group reported Q1 2026 operating income of $901 million supported by strong underwriting and disciplined portfolio management, despite competitive market and softness in property cat reinsurance. Company increased equity buyback authorization by $3 billion (total $6 billion) and repurchased $732 million of shares in quarter. 76% combined ratio marks fourth straight quarter below 80%. Mortgage segment delivered $221 million underwriting income with $266 million net premiums. Stock fell 4.5% on April 29 to close at $92.72. Analyst consensus Buy rating with average 12-month target of $108.5 (+11.04%).
Apr 16ACGL expected to report Q1 2026 earnings April 28 with 61% EPS growth to $2.48 per share; four consecutive beats; analysts average Buy rating.Positive▶
Arch Capital Group focuses on Q1 2026 earnings release April 28 after market close, expected to report diluted EPS of $2.48, a 61% increase versus year-ago period. The insurer has beaten consensus estimates four consecutive quarters and posted record $3.7 billion in 2025 operating income. Analysts maintain average Buy rating with $108.79 price target, up 16.30% from current $94.40 stock price. BofA lowered price target to $114 from $124 while maintaining Buy.
Apr 15Arch Capital expects 61% Q1 EPS growth to $2.48; AM Best upgrades Wilsure subsidiary to A+ (Superior).Positive▶
Arch Capital Group expects Q1 2026 diluted earnings of $2.48/share (61% increase YoY). AM Best upgraded Arch Wilsure Insurance to A+ (Superior) rating. BofA lowered price target to $114 but maintains Buy. Q1 results scheduled April 28 after close.
Apr 14Arch Capital Group expected to report strong Q1 2026 earnings of $2.48 per share (61% YoY increase) on April 28.Positive▶
Arch Capital Group is scheduled to release Q1 2026 earnings on April 28 after market close. Consensus forecasts diluted earnings of $2.48 per share, representing a 61% increase versus the year-ago period. AM Best upgraded Arch Wilsure Insurance Company to A+ (Superior). The company expanded Arch CyPro cyber insurance offering into Canada.
Apr 13Q1 2026 earnings April 28; expected 61% EPS growth; AM Best upgraded Arch Wilsure to A+ rating.Positive▶
Arch Capital Group will report Q1 2026 results on April 28 with expectations for EPS of $2.48 (+61% YoY), continuing four consecutive quarters of beating consensus. Expanded Arch CyPro cyber insurance into Canada. AM Best upgraded Arch Wilsure to A+ Financial Strength Rating. Director John Vollaro will not stand for reelection May 5. Analyst consensus Buy with fair value at $109.84.
Apr 10Arch Capital Group scheduled to report Q1 2026 earnings on April 28 with strong analyst expectations and cyber insurance expansion.Neutral▶
Arch Capital Group will release Q1 2026 results after market close on April 28 with conference call on April 29. Analysts project earnings of $2.47 per share, representing 60.39% year-over-year growth. AM Best upgraded Arch Wilsure Insurance Company to A+ Financial Strength Rating. Arch CyPro cyber insurance expanded into Canada.
Apr 9Arch Capital Q1 2026 earnings April 28; expects $2.47 EPS with 60% YoY growthPositive▶
Arch Capital Group scheduled Q1 2026 earnings for April 28, 2026 after market close, with April 29 conference call at 10 a.m. ET. Q1 EPS expected $2.47, up 60.39% YoY, revenue ~$4.68B (+2.54%). 2025 full year EPS $3.35, net income return on equity 21.2%, capital ~$26.9B at year-end. Record 2025 operating income of $3.7B. Board member John Vollaro not standing for reelection. Company strong in Reinsurance and Mortgage segments. 15 analysts rate Buy with $108.79 price target (+16.3%). Forward P/E 10.32 (discount vs. 10.47 industry avg).
Apr 8Arch Capital: record 2025 results with analyst target hikes; Q1 earnings due April 28Positive▶
Arch Capital Group reported record $3.7B operating income in 2025, driven by Reinsurance and Mortgage segments. Revenue increased 14.27% YoY to $19.93B with earnings up 2.04% to $4.36B. Analysts raised price targets by $2-$3 with average Buy rating (15 analysts). 12-month consensus target: $108.79 (up 16.30%). Stock down 5.5% past month but supported by underwriting margins and net investment income strength. Q1 earnings release scheduled April 28.
Apr 7Arch Capital Q1 2026 results April 28; defensive performance maintained.Neutral▶
Arch Capital Q1 2026 release April 28 after close, call April 29. Stock -5.5% 30d, ~flat 3m. Closed $96.79 April 7. TTM revenue $19.9B, net income $4.4B, diluted EPS $11.60. Morgan Stanley Buy. Resilient underwriting margins.
Apr 6Arch Capital Expands CyPro Services Into CanadaPositive▶
Arch Capital Group has expanded its Arch CyPro cybersecurity services into Canada, representing growth in their professional liability offerings. The company reported record $3.7 billion in operating income for 2025, driven by strong performance in Reinsurance and Mortgage segments. ACGL closed at $91.29 with positive after-hours momentum of $0.82. According to analyst consensus, 15 analysts rate the stock as "Buy" with an average 12-month price target of $108.79, implying 16.30% upside.
Apr 3No significant overnight updates for Arch Capital Group; earnings scheduled for April 28.Neutral▶
No material news in the last 48 hours. Arch Capital Group demonstrated strong 2025 financial performance with record $3.7 billion operating income. Q1 2026 results release scheduled for April 28 after market close. Stock has declined approximately 5.5% over the past month to $95.49. Board member John Vollaro announced he will not stand for reelection.
Apr 2No significant overnight updates; Arch Capital expects to report Q1 2026 results on April 28; Buy consensus with $108.79 target.Neutral▶
Arch Capital Group Ltd. scheduled Q1 2026 earnings release for April 28 after market close, with conference call April 29 at 10 a.m. ET. Stock trading at $94.40, up 0.14% in past 24 hours. Analyst consensus is Buy with average 12-month price target of $108.79 (16.30% upside). No major company announcements or significant overnight news in the last 24 hours.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CBCHUBB | $326.61 | -0.12% | +0.0% | 11.2x | 0.50 | $126.8B |
| PGRPROGRESSIVE | $199.87 | -0.70% | +2.5% | 12.5x | 0.33 | $117.6B |
| TRVTRAVELERS | $305.05 | -0.03% | +3.2% | 10.7x | 0.52 | $64.9B |
| ALLALLSTATE | $217.11 | -0.07% | +4.3% | 8.4x | 0.22 | $56.1B |
| HIGHARTFORD | $136.06 | -0.55% | +0.3% | 9.5x | 0.53 | $37.5B |
| ACGLARCH | $93.92 | -0.57% | -2.4% | 9.4x | 0.38 | $33.4B |
Key Fundamentals
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Price between 50d and 200d. Testing 50d support.