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Arch Capital Q4 EPS $2.98 Beats $2.34 Estimate → Revenue $4.93B, CEO Sells 21,930 Shares

Arch Capital Group reported Q4 2025 EPS of $2.98, significantly beating the $2.34 consensus estimate, as the specialty insurance and reinsurance company generated $4.93 billion in revenue from strong underwriting across property, casualty, and mortgage lines. The CEO's sale of 21,930 shares drew some investor attention, though it represented a small percentage of his overall holdings, and analysts maintain a Buy consensus. Risks include catastrophic loss events exceeding reserve estimates, reinsurance cycle softening as new capacity enters the market, and potential mortgage insurance credit losses if housing prices decline.