View ValuationArch Capital Group 향후 성장Future 기준 점검 0/6Arch Capital Group 의 수익과 수익은 각각 연간 5.6% 및 10.7% 감소할 것으로 예상됩니다. EPS는 연간 7.4% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.5% 로 예상됩니다.핵심 정보-10.7%이익 성장률-7.41%EPS 성장률Insurance 이익 성장1.9%매출 성장률-5.6%향후 자기자본이익률13.54%애널리스트 커버리지Good마지막 업데이트08 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Jun 19Arch Capital Group Appoints Jerome Halgan as CEO of Arch Global Reinsurance Group and Michael Schmeiser as CEO of Arch Global Mortgage GroupArch Capital Group Ltd. announced the promotions of Jerome Halgan to CEO of Arch Global Reinsurance Group and Michael Schmeiser to CEO of Arch Global Mortgage Group. Both will continue to report to Arch President Maamoun Rajeh. Halgan joined Arch in 2009. He has served as President and Chief Underwriting Officer of Arch Reinsurance Group since 2024, and as CEO of Arch Re Bermuda since 2018. Schmeiser joined Arch in 2017 and has served as President and CEO of Arch U.S. Mortgage since 2019. These appointments follow the recent expansion of Maamoun Rajeh’s role as President of Arch.Arch Insurance North America CEO Matt Shulman and Arch Insurance International CEO Hugh Sturgess will continue to report to Rajeh.공시 • Jun 04Arch Capital Group Ltd. Announces Executive ChangesArch Capital Group Ltd. on June 3, 2026 announced the expansion of Maamoun Rajeh’s role as President. Rajeh, who most recently oversaw Arch’s Reinsurance and Mortgage segments, will also take on responsibility for Arch’s Insurance segment as the Company moves forward under a single President model. Rajeh will continue to report to Chief Executive Officer Nicolas Papadopoulo. David Gansberg is stepping down from his role as a President of Arch and departing the company following a distinguished tenure, having played an important role in building the organization to its current position, effective immediately. In his role, Mr. Gansberg oversaw Arch’s Global Insurance Group. The terms of Mr. Rajeh’s employment agreement, dated as of September 19, 2017, as amended, with Arch remain unchanged. No new equity-based compensation awards were granted to Mr. Rajeh in connection with his expanded role. Mr. Rajeh, 55, has served as President since November 2024. Previously, Mr. Rajeh spent seven years as Chairman and Chief Executive Officer of Arch’s Global Reinsurance Group. Mr. Rajeh joined Arch Re Bermuda in 2001 as an underwriter and has held senior leadership roles throughout his tenure.공시 • Mar 25Arch Capital Group Ltd., Annual General Meeting, May 05, 2026Arch Capital Group Ltd., Annual General Meeting, May 05, 2026. Location: virtualshareholdermeeting.com/acgl2026, United States공시 • Mar 17Arch Capital Group Ltd. to Report Q1, 2026 Results on Apr 28, 2026Arch Capital Group Ltd. announced that they will report Q1, 2026 results After-Market on Apr 28, 2026공시 • Jan 22Arch Capital Group Ltd. Announces John Vollaro Declines Re-Election to the Board of Directors, Effective May 5, 2026Arch Capital Group Ltd. announced John Vollaro, a long-serving and valued member of the Board of Directors, has informed the Board he will not stand for reelection at the Company’s upcoming Annual Meeting of Shareholders. He will serve the remainder of his term, which ends on May 5, 2026. Vollaro has served on Arch’s Board since 2009. From 2002 to 2009 he was Chief Financial Officer, Treasurer and Executive Vice President of Arch — helping steer the Company from startup to a highly-regarded global specialty (re)insurer.공시 • Jan 09Arch Capital Group Ltd. to Report Q4, 2025 Results on Feb 09, 2026Arch Capital Group Ltd. announced that they will report Q4, 2025 results After-Market on Feb 09, 2026공시 • Sep 23Arch Capital Group Ltd. to Report Q3, 2025 Results on Oct 27, 2025Arch Capital Group Ltd. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2025공시 • Jul 25Arch Introduces New Supplemental Health Insurance Products to Help Bridge Coverage GapsArch Insurance's Accident & Health business unit announced the launch of its new Individual Supplemental Health product suite. These products are designed to help individuals manage out-of-pocket expenses not typically covered by major medical plans, including deductibles, co-insurance and out-of-network charges through a variety of benefits including Accident Medical Expense, Hospital Indemnity, Critical Illness and Accidental Death. Arch's products provide an added layer of financial cushion when unexpected health events occur to individuals including employees, independent contractors, gig workers and association members. The products are available with no medical underwriting and are fully portable, allowing policyholders to keep their coverage through job or life changes. Arch's digital technology enables partners to generate quotes and complete enrollments in minutes. Arch's fully licensed call center provides sales and customer service support for both partners and clients.공시 • Jun 30Arch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell 1000 Dynamic IndexArch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell 1000 Dynamic Index공시 • Jun 26Arch Capital Group Ltd. to Report Q2, 2025 Results on Jul 29, 2025Arch Capital Group Ltd. announced that they will report Q2, 2025 results After-Market on Jul 29, 2025공시 • Mar 26Arch Capital Group Ltd., Annual General Meeting, May 07, 2025Arch Capital Group Ltd., Annual General Meeting, May 07, 2025. Location: virtualshareholdermeeting.com/acgl2025, Bermuda공시 • Mar 17Arch Capital Group Ltd. to Report Q1, 2025 Results on Apr 29, 2025Arch Capital Group Ltd. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025공시 • Feb 06Arch Capital Group Ltd. Appoints Alexander Moczarski to Board of DirectorsArch Capital Group Ltd. announced Alexander “Alex” Moczarski has joined the Company’s Board of Directors, effective immediately. Mr. Moczarski previously served as Chairman of Marsh McLennan Companies, International. He is a seasoned builder of businesses, teams and relationships, with over 45 years of global insurance experience. Over the course of his career, Mr. Moczarski held leadership positions at Guy Carpenter & Company, LLC, various international regional segments and divisions of Marsh McLennan and AIG. Mr. Moczarski chaired Marsh India from 2016-2025, he was a Global Director of the US India Business Council and he previously served as Chairman of Blue Marble Micro. He is currently a Director of Independent Diplomat.공시 • Jan 09Arch Capital Group Ltd. to Report Q4, 2024 Results on Feb 10, 2025Arch Capital Group Ltd. announced that they will report Q4, 2024 results After-Market on Feb 10, 2025공시 • Dec 23Arch Capital Group Ltd. (NasdaqGS:ACGL) announces an Equity Buyback for $1,000 million worth of its shares.Arch Capital Group Ltd. (NasdaqGS:ACGL) announces a share repurchase program. Under the program, the company will repurchase $1,000 million worth of common stock.공시 • Nov 08+ 1 more updateArch Capital Group Ltd. Declares Special Cash Dividend, Payable on Dec. 4, 2024Arch Capital Group Ltd. announced that its board of directors (Board) has declared a special cash dividend (special dividend) of $1.9 billion to common shareholders, representing $5.00 per outstanding common share. The special dividend is payable on Dec. 4, 2024, to common shareholders of record on Nov. 18, 2024.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$2.62 (vs US$1.93 in 3Q 2023)Third quarter 2024 results: EPS: US$2.62 (up from US$1.93 in 3Q 2023). Revenue: US$4.72b (up 42% from 3Q 2023). Net income: US$978.0m (up 37% from 3Q 2023). Profit margin: 21% (in line with 3Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.공시 • Oct 14+ 1 more updateArch Capital Group Ltd. Announces CEO ChangesArch Capital Group Ltd. announced that Nicolas Papadopoulo has been named Chief Executive Officer and is joining the Board of Directors effective immediately. Papadopoulo has held his current positions of President and Chief Underwriting Officer since 2021 and previously served in various leadership and underwriting roles at the Company beginning in 2001. Marc Grandisson, who has served as CEO since 2018 and has been with Arch since 2001, has decided to retire from the Company. Papadopoulo has been the President and Chief Underwriting Officer of Arch and Chief Executive Officer of Arch Worldwide Insurance Group since January 1, 2021. From September 2017 to December 2020, Papadopoulo was Chairman and Chief Executive Officer of Arch Worldwide Insurance Group and Chief Underwriting Officer for Property and Casualty Operations. From July 2014 to September 2017, Papadopoulo was Chairman and Chief Executive Officer of Arch Reinsurance Group at Arch Capital Group Ltd. He joined Arch Re Bermuda in December 2001 where he held a variety of underwriting roles. Papadopoulo graduated from École Polytechnique in France and École Nationale de la Statistique et de l’Administration Economique in France with a master’s degree in statistics.공시 • Sep 26Arch Capital Group Ltd. to Report Q3, 2024 Results on Oct 30, 2024Arch Capital Group Ltd. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024공시 • Aug 28Arch Capital Group Ltd. Appoints Dan Houston and Neal Triplett to Board of DirectorsArch Capital Group Ltd. announced Daniel “Dan” J. Houston and Neal Triplett will join the Company’s Board of Directors, effective immediately. Mr. Houston is a seasoned executive with a wealth of experience in the financial services sector. He is Chairman and CEO of Principal Financial Group®, where he is responsible for overall management of the Fortune 500 company across its global lines of business. Mr. Houston also serves as an active member of the Business Roundtable and the Fortune CEO Initiative, as well as the Chair of the Tax Committee for the American Council of Life Insurers. He joined Principal® in 1984 and has held several management positions during his tenure. Mr. Triplett is President and CEO of the Duke University Management Company, a nonprofit organization that manages Duke University's endowment. He has been with the company for 25 years and, in his role, oversees a diversified portfolio of assets and works closely with Duke University's leadership to develop and implement investment strategies.Reported Earnings • Jul 31Second quarter 2024 earnings released: EPS: US$3.41 (vs US$1.79 in 2Q 2023)Second quarter 2024 results: EPS: US$3.41 (up from US$1.79 in 2Q 2023). Revenue: US$4.23b (up 34% from 2Q 2023). Net income: US$1.27b (up 92% from 2Q 2023). Profit margin: 30% (up from 21% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 39% per year.공시 • Jul 03+ 2 more updatesArch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell Midcap Growth IndexArch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell Midcap Growth Index공시 • Jun 27Arch Capital Group Ltd. to Report Q2, 2024 Results on Jul 30, 2024Arch Capital Group Ltd. announced that they will report Q2, 2024 results After-Market on Jul 30, 2024Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: US$2.99 (vs US$1.92 in 1Q 2023)First quarter 2024 results: EPS: US$2.99 (up from US$1.92 in 1Q 2023). Revenue: US$3.94b (up 24% from 1Q 2023). Net income: US$1.11b (up 57% from 1Q 2023). Profit margin: 28% (up from 22% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year and the company’s share price has also increased by 36% per year.공시 • Mar 29Arch Capital Group Ltd., Annual General Meeting, May 09, 2024Arch Capital Group Ltd., Annual General Meeting, May 09, 2024, at 11:00 Eastern Daylight. Agenda: To consider Elect two Class II Directors to serve for a term of three years and until their respective successors are duly elected and qualified or their earlier resignation or removal ; to consider advisory vote to approve named executive officer compensation; to consider Appointment of PricewaterhouseCoopers LLP as company's independent registered public accounting firm for the year ending December 31, 2024; to consider Elect certain individuals as Designated Company Directors of certain of our non-U.S. subsidiaries, as required by our bye-laws and to consider Conduct other business if properly raised before the meeting or any adjournment thereof.공시 • Mar 28Arch Capital Group Ltd. to Report Q1, 2024 Results on Apr 29, 2024Arch Capital Group Ltd. announced that they will report Q1, 2024 results After-Market on Apr 29, 2024Recent Insider Transactions • Mar 08Insider recently sold €4.0m worth of stockOn the 5th of March, Maamoun Rajeh sold around 50k shares on-market at roughly €80.50 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €61m more than they bought in the last 12 months.Reported Earnings • Feb 26Full year 2023 earnings released: EPS: US$11.94 (vs US$3.90 in FY 2022)Full year 2023 results: EPS: US$11.94 (up from US$3.90 in FY 2022). Revenue: US$13.6b (up 42% from FY 2022). Net income: US$4.40b (up 207% from FY 2022). Profit margin: 32% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 15Full year 2023 earnings released: EPS: US$11.94 (vs US$3.90 in FY 2022)Full year 2023 results: EPS: US$11.94 (up from US$3.90 in FY 2022). Revenue: US$13.6b (up 42% from FY 2022). Net income: US$4.40b (up 207% from FY 2022). Profit margin: 32% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 10Arch Capital Group Ltd. to Report Q4, 2023 Results on Feb 14, 2024Arch Capital Group Ltd. announced that they will report Q4, 2023 results After-Market on Feb 14, 2024공시 • Dec 01Arch Capital Group Ltd. Announces Resignation of Thomas R. Watjen from the Board of Directors, effective December 31, 2023Arch Capital Group Ltd. director, Thomas R. Watjen, has informed the Company of his decision to resign from the Board of Directors, effective December 31, 2023.Recent Insider Transactions • Nov 29President & Chief Underwriting Officer recently sold €4.7m worth of stockOn the 22nd of November, Nicolas Alain Papadopoulo sold around 60k shares on-market at roughly €78.95 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €28m. Nicolas Alain has been a net seller over the last 12 months, reducing personal holdings by €12m.Recent Insider Transactions • Nov 09CEO & Director recently sold €28m worth of stockOn the 6th of November, Marc Grandisson sold around 350k shares on-market at roughly €79.54 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Marc has been a net seller over the last 12 months, reducing personal holdings by €42m.Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: US$1.93 (vs US$0.019 in 3Q 2022)Third quarter 2023 results: EPS: US$1.93 (up from US$0.019 in 3Q 2022). Revenue: US$3.33b (up 40% from 3Q 2022). Net income: US$713.0m (up US$706.1m from 3Q 2022). Profit margin: 21% (up from 0.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 06Arch Capital Group Names Seamus Fearon CEO, International MortgageArch Capital Group Ltd. announced Seamus Fearon has been promoted to CEO, International Mortgage for the Global Mortgage Group. In this role, Fearon will have responsibility for managing Arch’s Australian and European mortgage operations as well as its Government Sponsored Enterprise (GSE) Credit Risk Transfer (CRT) and Services business. Fearon was most recently Executive Vice President, CRT and European Markets for Arch’s Global Mortgage Group where he oversaw the GSE CRT business and grew the organization’s European Significant Risk Transfer business. In his new role, Fearon will be charged with further diversifying the platform of Arch’s Global Mortgage Group — the global leader in aggregating, managing and syndicating mortgage credit risk. Beau Franklin, who previously served as the CEO of Arch’s International Mortgage Group, will begin a new executive role at Arch MI’s parent company, Arch Capital Group Ltd. Fearon joined Arch in 2012 and is a Fellow of the Institute and Faculty of Actuaries. He holds a B.Sc. in Actuarial and Financial Mathematics from Dublin City University.공시 • Oct 05Arch Capital Group Ltd. to Report Q3, 2023 Results on Oct 30, 2023Arch Capital Group Ltd. announced that they will report Q3, 2023 results After-Market on Oct 30, 2023Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$1.79 (vs US$1.07 in 2Q 2022)Second quarter 2023 results: EPS: US$1.79 (up from US$1.07 in 2Q 2022). Revenue: US$3.16b (up 43% from 2Q 2022). Net income: US$661.0m (up 68% from 2Q 2022). Profit margin: 21% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jun 29Arch Capital Group Ltd. to Report Q2, 2023 Results on Jul 27, 2023Arch Capital Group Ltd. announced that they will report Q2, 2023 results After-Market on Jul 27, 2023Recent Insider Transactions • May 25CEO & Director recently sold €14m worth of stockOn the 19th of May, Marc Grandisson sold around 200k shares on-market at roughly €70.38 per share. This transaction amounted to 7.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Marc's only on-market trade for the last 12 months.Recent Insider Transactions • May 06President & Chief Underwriting Officer recently sold €4.8m worth of stockOn the 3rd of May, Nicolas Alain Papadopoulo sold around 70k shares on-market at roughly €68.27 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Nicolas Alain has been a net seller over the last 12 months, reducing personal holdings by €6.8m.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$1.92 (vs US$0.50 in 1Q 2022)First quarter 2023 results: EPS: US$1.92 (up from US$0.50 in 1Q 2022). Revenue: US$3.17b (up 63% from 1Q 2022). Net income: US$705.0m (up 280% from 1Q 2022). Profit margin: 22% (up from 9.6% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Mar 08President & Chief Underwriting Officer recently sold €2.0m worth of stockOn the 2nd of March, Nicolas Alain Papadopoulo sold around 30k shares on-market at roughly €66.16 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Nicolas Alain's only on-market trade for the last 12 months.Recent Insider Transactions • Feb 21Independent Chairman of the Board recently sold €1.7m worth of stockOn the 15th of February, John Pasquesi sold around 26k shares on-market at roughly €62.79 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Reported Earnings • Feb 14Full year 2022 earnings released: EPS: US$3.90 (vs US$5.34 in FY 2021)Full year 2022 results: EPS: US$3.90 (down from US$5.34 in FY 2021). Revenue: US$9.61b (up 3.9% from FY 2021). Net income: US$1.44b (down 31% from FY 2021). Profit margin: 15% (down from 23% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.공시 • Jan 10Arch Capital Group Ltd. to Report Q4, 2022 Results on Feb 13, 2023Arch Capital Group Ltd. announced that they will report Q4, 2022 results After-Market on Feb 13, 2023Recent Insider Transactions • Nov 04Board Member recently sold €2.9m worth of stockOn the 31st of October, Maamoun Rajeh sold around 50k shares on-market at roughly €57.74 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €12m more than they sold in the last 12 months.Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to €57.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Insurance industry in Germany. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €114 per share.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: US$0.075 (vs US$1.00 in 3Q 2021)Third quarter 2022 results: EPS: US$0.075 (down from US$1.00 in 3Q 2021). Revenue: US$2.39b (up 14% from 3Q 2021). Net income: US$27.3m (down 93% from 3Q 2021). Profit margin: 1.1% (down from 19% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 9% per year.Recent Insider Transactions • Aug 13Executive VP recently sold €412k worth of stockOn the 12th of August, Francois Morin sold around 9k shares on-market at roughly €45.76 per share. This was the largest sale by an insider in the last 3 months. Francois has been a seller over the last 12 months, reducing personal holdings by €1.8m.Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$1.10 (vs US$1.67 in 2Q 2021)Second quarter 2022 results: EPS: US$1.10 (down from US$1.67 in 2Q 2021). Revenue: US$2.21b (down 14% from 2Q 2021). Net income: US$404.3m (down 39% from 2Q 2021). Profit margin: 18% (down from 26% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 20%, compared to a 22% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: US$0.50 (vs US$1.07 in 1Q 2021)First quarter 2022 results: EPS: US$0.50 (down from US$1.07 in 1Q 2021). Revenue: US$1.94b (down 14% from 1Q 2021). Net income: US$185.6m (down 57% from 1Q 2021). Profit margin: 9.6% (down from 19% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 17%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Mar 16Executive VP recently sold €521k worth of stockOn the 14th of March, Francois Morin sold around 12k shares on-market at roughly €42.20 per share. This was the largest sale by an insider in the last 3 months. Francois has been a seller over the last 12 months, reducing personal holdings by €1.8m.Reported Earnings • Feb 10Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$5.34 (up from US$3.38 in FY 2020). Revenue: US$9.25b (up 8.5% from FY 2020). Net income: US$2.09b (up 54% from FY 2020). Profit margin: 23% (up from 16% in FY 2020). Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.5%, compared to a 15% growth forecast for the insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Nov 14Independent Chairman of the Board recently bought €17m worth of stockOn the 11th of November, John Pasquesi bought around 485k shares on-market at roughly €35.96 per share. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS US$1.00 (vs US$1.01 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: US$2.10b (down 9.2% from 3Q 2020). Net income: US$388.8m (down 4.9% from 3Q 2020). Profit margin: 19% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Aug 26Executive VP recently sold €180k worth of stockOn the 20th of August, Francois Morin sold around 5k shares on-market at roughly €35.99 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. Francois has been a seller over the last 12 months, reducing personal holdings by €676k.Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS US$1.70 (vs US$0.72 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$2.57b (up 12% from 2Q 2020). Net income: US$675.5m (up 134% from 2Q 2020). Profit margin: 26% (up from 13% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Jan 08New 90-day high: €30.20The company is up 14% from its price of €26.60 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Insurance industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.22 per share.Is New 90 Day High Low • Nov 11New 90-day high: €29.40The company is up 7.0% from its price of €27.40 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Insurance industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.21 per share.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS US$1.01The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: US$2.31b (up 38% from 3Q 2019). Net income: US$408.6m (up 7.0% from 3Q 2019). Profit margin: 18% (down from 23% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$1.15b, down 19% from the prior year. Total revenue was US$7.88b over the last 12 months, up 21% from the prior year.이익 및 매출 성장 예측DB:RSK - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202817,1743,651N/A6,377312/31/202716,6643,561N/A6,212712/31/202616,3383,436N/A5,56873/31/202619,7774,8325,8595,902N/A12/31/202519,9294,3596,1286,172N/A9/30/202519,5434,0566,2956,341N/A6/30/202519,1563,6946,1276,173N/A3/31/202518,1723,7266,5226,567N/A12/31/202417,4404,2726,6226,673N/A9/30/202416,8675,6716,7126,765N/A6/30/202415,4745,4066,6656,717N/A3/31/202414,4074,8086,2946,350N/A12/31/202313,6344,4035,6975,749N/A9/30/202312,7302,9285,0165,066N/A6/30/202311,7872,2224,4234,476N/A3/31/202310,8391,9554,1774,227N/A12/31/20229,6131,4363,7663,816N/A9/30/20228,8551,2003,5903,634N/A6/30/20228,5701,5823,2283,269N/A3/31/20228,9261,8523,1773,217N/A12/31/20219,2482,0943,3843,425N/A9/30/20219,3132,0133,1353,183N/A6/30/20219,5242,0333,1323,177N/A3/31/20219,2491,6582,9953,039N/A12/31/20208,5091,3642,8472,887N/A9/30/20207,8761,1472,8002,837N/A6/30/20207,2471,1202,6182,658N/A3/31/20206,7311,2902,3872,424N/A12/31/20196,9261,595N/A2,048N/A9/30/20196,5371,405N/A1,981N/A6/30/20196,2581,240N/A1,775N/A3/31/20195,8891,014N/A1,395N/A12/31/20185,451714N/A1,559N/A9/30/20185,520791N/A1,155N/A6/30/20185,595521N/A1,058N/A3/31/20185,592462N/A1,311N/A12/31/20175,627567N/A1,095N/A9/30/20175,194425N/A1,420N/A6/30/20174,912726N/A1,389N/A3/31/20174,696757N/A1,258N/A12/31/20164,464665N/A1,377N/A9/30/20164,377655N/A1,227N/A6/30/20164,112483N/A1,154N/A3/31/20163,941387N/A1,235N/A12/31/20153,937516N/A998N/A9/30/20154,049672N/A1,045N/A6/30/20154,109821N/A969N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: RSK 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -10.7%).수익 vs 시장: RSK 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -10.7%).고성장 수익: RSK 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: RSK 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.6%).고성장 매출: RSK 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -5.6%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: RSK의 자본 수익률은 3년 후 13.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YInsurance 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/24 10:09종가2026/06/24 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Arch Capital Group Ltd.는 30명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Taylor ScottBarclaysJay GelbBarclaysMichael ZaremskiBMO Capital Markets Equity Research27명의 분석가 더 보기
공시 • Jun 19Arch Capital Group Appoints Jerome Halgan as CEO of Arch Global Reinsurance Group and Michael Schmeiser as CEO of Arch Global Mortgage GroupArch Capital Group Ltd. announced the promotions of Jerome Halgan to CEO of Arch Global Reinsurance Group and Michael Schmeiser to CEO of Arch Global Mortgage Group. Both will continue to report to Arch President Maamoun Rajeh. Halgan joined Arch in 2009. He has served as President and Chief Underwriting Officer of Arch Reinsurance Group since 2024, and as CEO of Arch Re Bermuda since 2018. Schmeiser joined Arch in 2017 and has served as President and CEO of Arch U.S. Mortgage since 2019. These appointments follow the recent expansion of Maamoun Rajeh’s role as President of Arch.Arch Insurance North America CEO Matt Shulman and Arch Insurance International CEO Hugh Sturgess will continue to report to Rajeh.
공시 • Jun 04Arch Capital Group Ltd. Announces Executive ChangesArch Capital Group Ltd. on June 3, 2026 announced the expansion of Maamoun Rajeh’s role as President. Rajeh, who most recently oversaw Arch’s Reinsurance and Mortgage segments, will also take on responsibility for Arch’s Insurance segment as the Company moves forward under a single President model. Rajeh will continue to report to Chief Executive Officer Nicolas Papadopoulo. David Gansberg is stepping down from his role as a President of Arch and departing the company following a distinguished tenure, having played an important role in building the organization to its current position, effective immediately. In his role, Mr. Gansberg oversaw Arch’s Global Insurance Group. The terms of Mr. Rajeh’s employment agreement, dated as of September 19, 2017, as amended, with Arch remain unchanged. No new equity-based compensation awards were granted to Mr. Rajeh in connection with his expanded role. Mr. Rajeh, 55, has served as President since November 2024. Previously, Mr. Rajeh spent seven years as Chairman and Chief Executive Officer of Arch’s Global Reinsurance Group. Mr. Rajeh joined Arch Re Bermuda in 2001 as an underwriter and has held senior leadership roles throughout his tenure.
공시 • Mar 25Arch Capital Group Ltd., Annual General Meeting, May 05, 2026Arch Capital Group Ltd., Annual General Meeting, May 05, 2026. Location: virtualshareholdermeeting.com/acgl2026, United States
공시 • Mar 17Arch Capital Group Ltd. to Report Q1, 2026 Results on Apr 28, 2026Arch Capital Group Ltd. announced that they will report Q1, 2026 results After-Market on Apr 28, 2026
공시 • Jan 22Arch Capital Group Ltd. Announces John Vollaro Declines Re-Election to the Board of Directors, Effective May 5, 2026Arch Capital Group Ltd. announced John Vollaro, a long-serving and valued member of the Board of Directors, has informed the Board he will not stand for reelection at the Company’s upcoming Annual Meeting of Shareholders. He will serve the remainder of his term, which ends on May 5, 2026. Vollaro has served on Arch’s Board since 2009. From 2002 to 2009 he was Chief Financial Officer, Treasurer and Executive Vice President of Arch — helping steer the Company from startup to a highly-regarded global specialty (re)insurer.
공시 • Jan 09Arch Capital Group Ltd. to Report Q4, 2025 Results on Feb 09, 2026Arch Capital Group Ltd. announced that they will report Q4, 2025 results After-Market on Feb 09, 2026
공시 • Sep 23Arch Capital Group Ltd. to Report Q3, 2025 Results on Oct 27, 2025Arch Capital Group Ltd. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2025
공시 • Jul 25Arch Introduces New Supplemental Health Insurance Products to Help Bridge Coverage GapsArch Insurance's Accident & Health business unit announced the launch of its new Individual Supplemental Health product suite. These products are designed to help individuals manage out-of-pocket expenses not typically covered by major medical plans, including deductibles, co-insurance and out-of-network charges through a variety of benefits including Accident Medical Expense, Hospital Indemnity, Critical Illness and Accidental Death. Arch's products provide an added layer of financial cushion when unexpected health events occur to individuals including employees, independent contractors, gig workers and association members. The products are available with no medical underwriting and are fully portable, allowing policyholders to keep their coverage through job or life changes. Arch's digital technology enables partners to generate quotes and complete enrollments in minutes. Arch's fully licensed call center provides sales and customer service support for both partners and clients.
공시 • Jun 30Arch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell 1000 Dynamic IndexArch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell 1000 Dynamic Index
공시 • Jun 26Arch Capital Group Ltd. to Report Q2, 2025 Results on Jul 29, 2025Arch Capital Group Ltd. announced that they will report Q2, 2025 results After-Market on Jul 29, 2025
공시 • Mar 26Arch Capital Group Ltd., Annual General Meeting, May 07, 2025Arch Capital Group Ltd., Annual General Meeting, May 07, 2025. Location: virtualshareholdermeeting.com/acgl2025, Bermuda
공시 • Mar 17Arch Capital Group Ltd. to Report Q1, 2025 Results on Apr 29, 2025Arch Capital Group Ltd. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025
공시 • Feb 06Arch Capital Group Ltd. Appoints Alexander Moczarski to Board of DirectorsArch Capital Group Ltd. announced Alexander “Alex” Moczarski has joined the Company’s Board of Directors, effective immediately. Mr. Moczarski previously served as Chairman of Marsh McLennan Companies, International. He is a seasoned builder of businesses, teams and relationships, with over 45 years of global insurance experience. Over the course of his career, Mr. Moczarski held leadership positions at Guy Carpenter & Company, LLC, various international regional segments and divisions of Marsh McLennan and AIG. Mr. Moczarski chaired Marsh India from 2016-2025, he was a Global Director of the US India Business Council and he previously served as Chairman of Blue Marble Micro. He is currently a Director of Independent Diplomat.
공시 • Jan 09Arch Capital Group Ltd. to Report Q4, 2024 Results on Feb 10, 2025Arch Capital Group Ltd. announced that they will report Q4, 2024 results After-Market on Feb 10, 2025
공시 • Dec 23Arch Capital Group Ltd. (NasdaqGS:ACGL) announces an Equity Buyback for $1,000 million worth of its shares.Arch Capital Group Ltd. (NasdaqGS:ACGL) announces a share repurchase program. Under the program, the company will repurchase $1,000 million worth of common stock.
공시 • Nov 08+ 1 more updateArch Capital Group Ltd. Declares Special Cash Dividend, Payable on Dec. 4, 2024Arch Capital Group Ltd. announced that its board of directors (Board) has declared a special cash dividend (special dividend) of $1.9 billion to common shareholders, representing $5.00 per outstanding common share. The special dividend is payable on Dec. 4, 2024, to common shareholders of record on Nov. 18, 2024.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$2.62 (vs US$1.93 in 3Q 2023)Third quarter 2024 results: EPS: US$2.62 (up from US$1.93 in 3Q 2023). Revenue: US$4.72b (up 42% from 3Q 2023). Net income: US$978.0m (up 37% from 3Q 2023). Profit margin: 21% (in line with 3Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
공시 • Oct 14+ 1 more updateArch Capital Group Ltd. Announces CEO ChangesArch Capital Group Ltd. announced that Nicolas Papadopoulo has been named Chief Executive Officer and is joining the Board of Directors effective immediately. Papadopoulo has held his current positions of President and Chief Underwriting Officer since 2021 and previously served in various leadership and underwriting roles at the Company beginning in 2001. Marc Grandisson, who has served as CEO since 2018 and has been with Arch since 2001, has decided to retire from the Company. Papadopoulo has been the President and Chief Underwriting Officer of Arch and Chief Executive Officer of Arch Worldwide Insurance Group since January 1, 2021. From September 2017 to December 2020, Papadopoulo was Chairman and Chief Executive Officer of Arch Worldwide Insurance Group and Chief Underwriting Officer for Property and Casualty Operations. From July 2014 to September 2017, Papadopoulo was Chairman and Chief Executive Officer of Arch Reinsurance Group at Arch Capital Group Ltd. He joined Arch Re Bermuda in December 2001 where he held a variety of underwriting roles. Papadopoulo graduated from École Polytechnique in France and École Nationale de la Statistique et de l’Administration Economique in France with a master’s degree in statistics.
공시 • Sep 26Arch Capital Group Ltd. to Report Q3, 2024 Results on Oct 30, 2024Arch Capital Group Ltd. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
공시 • Aug 28Arch Capital Group Ltd. Appoints Dan Houston and Neal Triplett to Board of DirectorsArch Capital Group Ltd. announced Daniel “Dan” J. Houston and Neal Triplett will join the Company’s Board of Directors, effective immediately. Mr. Houston is a seasoned executive with a wealth of experience in the financial services sector. He is Chairman and CEO of Principal Financial Group®, where he is responsible for overall management of the Fortune 500 company across its global lines of business. Mr. Houston also serves as an active member of the Business Roundtable and the Fortune CEO Initiative, as well as the Chair of the Tax Committee for the American Council of Life Insurers. He joined Principal® in 1984 and has held several management positions during his tenure. Mr. Triplett is President and CEO of the Duke University Management Company, a nonprofit organization that manages Duke University's endowment. He has been with the company for 25 years and, in his role, oversees a diversified portfolio of assets and works closely with Duke University's leadership to develop and implement investment strategies.
Reported Earnings • Jul 31Second quarter 2024 earnings released: EPS: US$3.41 (vs US$1.79 in 2Q 2023)Second quarter 2024 results: EPS: US$3.41 (up from US$1.79 in 2Q 2023). Revenue: US$4.23b (up 34% from 2Q 2023). Net income: US$1.27b (up 92% from 2Q 2023). Profit margin: 30% (up from 21% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 39% per year.
공시 • Jul 03+ 2 more updatesArch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell Midcap Growth IndexArch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell Midcap Growth Index
공시 • Jun 27Arch Capital Group Ltd. to Report Q2, 2024 Results on Jul 30, 2024Arch Capital Group Ltd. announced that they will report Q2, 2024 results After-Market on Jul 30, 2024
Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: US$2.99 (vs US$1.92 in 1Q 2023)First quarter 2024 results: EPS: US$2.99 (up from US$1.92 in 1Q 2023). Revenue: US$3.94b (up 24% from 1Q 2023). Net income: US$1.11b (up 57% from 1Q 2023). Profit margin: 28% (up from 22% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year and the company’s share price has also increased by 36% per year.
공시 • Mar 29Arch Capital Group Ltd., Annual General Meeting, May 09, 2024Arch Capital Group Ltd., Annual General Meeting, May 09, 2024, at 11:00 Eastern Daylight. Agenda: To consider Elect two Class II Directors to serve for a term of three years and until their respective successors are duly elected and qualified or their earlier resignation or removal ; to consider advisory vote to approve named executive officer compensation; to consider Appointment of PricewaterhouseCoopers LLP as company's independent registered public accounting firm for the year ending December 31, 2024; to consider Elect certain individuals as Designated Company Directors of certain of our non-U.S. subsidiaries, as required by our bye-laws and to consider Conduct other business if properly raised before the meeting or any adjournment thereof.
공시 • Mar 28Arch Capital Group Ltd. to Report Q1, 2024 Results on Apr 29, 2024Arch Capital Group Ltd. announced that they will report Q1, 2024 results After-Market on Apr 29, 2024
Recent Insider Transactions • Mar 08Insider recently sold €4.0m worth of stockOn the 5th of March, Maamoun Rajeh sold around 50k shares on-market at roughly €80.50 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €61m more than they bought in the last 12 months.
Reported Earnings • Feb 26Full year 2023 earnings released: EPS: US$11.94 (vs US$3.90 in FY 2022)Full year 2023 results: EPS: US$11.94 (up from US$3.90 in FY 2022). Revenue: US$13.6b (up 42% from FY 2022). Net income: US$4.40b (up 207% from FY 2022). Profit margin: 32% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 15Full year 2023 earnings released: EPS: US$11.94 (vs US$3.90 in FY 2022)Full year 2023 results: EPS: US$11.94 (up from US$3.90 in FY 2022). Revenue: US$13.6b (up 42% from FY 2022). Net income: US$4.40b (up 207% from FY 2022). Profit margin: 32% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 10Arch Capital Group Ltd. to Report Q4, 2023 Results on Feb 14, 2024Arch Capital Group Ltd. announced that they will report Q4, 2023 results After-Market on Feb 14, 2024
공시 • Dec 01Arch Capital Group Ltd. Announces Resignation of Thomas R. Watjen from the Board of Directors, effective December 31, 2023Arch Capital Group Ltd. director, Thomas R. Watjen, has informed the Company of his decision to resign from the Board of Directors, effective December 31, 2023.
Recent Insider Transactions • Nov 29President & Chief Underwriting Officer recently sold €4.7m worth of stockOn the 22nd of November, Nicolas Alain Papadopoulo sold around 60k shares on-market at roughly €78.95 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €28m. Nicolas Alain has been a net seller over the last 12 months, reducing personal holdings by €12m.
Recent Insider Transactions • Nov 09CEO & Director recently sold €28m worth of stockOn the 6th of November, Marc Grandisson sold around 350k shares on-market at roughly €79.54 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Marc has been a net seller over the last 12 months, reducing personal holdings by €42m.
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: US$1.93 (vs US$0.019 in 3Q 2022)Third quarter 2023 results: EPS: US$1.93 (up from US$0.019 in 3Q 2022). Revenue: US$3.33b (up 40% from 3Q 2022). Net income: US$713.0m (up US$706.1m from 3Q 2022). Profit margin: 21% (up from 0.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 06Arch Capital Group Names Seamus Fearon CEO, International MortgageArch Capital Group Ltd. announced Seamus Fearon has been promoted to CEO, International Mortgage for the Global Mortgage Group. In this role, Fearon will have responsibility for managing Arch’s Australian and European mortgage operations as well as its Government Sponsored Enterprise (GSE) Credit Risk Transfer (CRT) and Services business. Fearon was most recently Executive Vice President, CRT and European Markets for Arch’s Global Mortgage Group where he oversaw the GSE CRT business and grew the organization’s European Significant Risk Transfer business. In his new role, Fearon will be charged with further diversifying the platform of Arch’s Global Mortgage Group — the global leader in aggregating, managing and syndicating mortgage credit risk. Beau Franklin, who previously served as the CEO of Arch’s International Mortgage Group, will begin a new executive role at Arch MI’s parent company, Arch Capital Group Ltd. Fearon joined Arch in 2012 and is a Fellow of the Institute and Faculty of Actuaries. He holds a B.Sc. in Actuarial and Financial Mathematics from Dublin City University.
공시 • Oct 05Arch Capital Group Ltd. to Report Q3, 2023 Results on Oct 30, 2023Arch Capital Group Ltd. announced that they will report Q3, 2023 results After-Market on Oct 30, 2023
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$1.79 (vs US$1.07 in 2Q 2022)Second quarter 2023 results: EPS: US$1.79 (up from US$1.07 in 2Q 2022). Revenue: US$3.16b (up 43% from 2Q 2022). Net income: US$661.0m (up 68% from 2Q 2022). Profit margin: 21% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jun 29Arch Capital Group Ltd. to Report Q2, 2023 Results on Jul 27, 2023Arch Capital Group Ltd. announced that they will report Q2, 2023 results After-Market on Jul 27, 2023
Recent Insider Transactions • May 25CEO & Director recently sold €14m worth of stockOn the 19th of May, Marc Grandisson sold around 200k shares on-market at roughly €70.38 per share. This transaction amounted to 7.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Marc's only on-market trade for the last 12 months.
Recent Insider Transactions • May 06President & Chief Underwriting Officer recently sold €4.8m worth of stockOn the 3rd of May, Nicolas Alain Papadopoulo sold around 70k shares on-market at roughly €68.27 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Nicolas Alain has been a net seller over the last 12 months, reducing personal holdings by €6.8m.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$1.92 (vs US$0.50 in 1Q 2022)First quarter 2023 results: EPS: US$1.92 (up from US$0.50 in 1Q 2022). Revenue: US$3.17b (up 63% from 1Q 2022). Net income: US$705.0m (up 280% from 1Q 2022). Profit margin: 22% (up from 9.6% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Mar 08President & Chief Underwriting Officer recently sold €2.0m worth of stockOn the 2nd of March, Nicolas Alain Papadopoulo sold around 30k shares on-market at roughly €66.16 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Nicolas Alain's only on-market trade for the last 12 months.
Recent Insider Transactions • Feb 21Independent Chairman of the Board recently sold €1.7m worth of stockOn the 15th of February, John Pasquesi sold around 26k shares on-market at roughly €62.79 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Reported Earnings • Feb 14Full year 2022 earnings released: EPS: US$3.90 (vs US$5.34 in FY 2021)Full year 2022 results: EPS: US$3.90 (down from US$5.34 in FY 2021). Revenue: US$9.61b (up 3.9% from FY 2021). Net income: US$1.44b (down 31% from FY 2021). Profit margin: 15% (down from 23% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.
공시 • Jan 10Arch Capital Group Ltd. to Report Q4, 2022 Results on Feb 13, 2023Arch Capital Group Ltd. announced that they will report Q4, 2022 results After-Market on Feb 13, 2023
Recent Insider Transactions • Nov 04Board Member recently sold €2.9m worth of stockOn the 31st of October, Maamoun Rajeh sold around 50k shares on-market at roughly €57.74 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €12m more than they sold in the last 12 months.
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to €57.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Insurance industry in Germany. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €114 per share.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: US$0.075 (vs US$1.00 in 3Q 2021)Third quarter 2022 results: EPS: US$0.075 (down from US$1.00 in 3Q 2021). Revenue: US$2.39b (up 14% from 3Q 2021). Net income: US$27.3m (down 93% from 3Q 2021). Profit margin: 1.1% (down from 19% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 9% per year.
Recent Insider Transactions • Aug 13Executive VP recently sold €412k worth of stockOn the 12th of August, Francois Morin sold around 9k shares on-market at roughly €45.76 per share. This was the largest sale by an insider in the last 3 months. Francois has been a seller over the last 12 months, reducing personal holdings by €1.8m.
Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$1.10 (vs US$1.67 in 2Q 2021)Second quarter 2022 results: EPS: US$1.10 (down from US$1.67 in 2Q 2021). Revenue: US$2.21b (down 14% from 2Q 2021). Net income: US$404.3m (down 39% from 2Q 2021). Profit margin: 18% (down from 26% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 20%, compared to a 22% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: US$0.50 (vs US$1.07 in 1Q 2021)First quarter 2022 results: EPS: US$0.50 (down from US$1.07 in 1Q 2021). Revenue: US$1.94b (down 14% from 1Q 2021). Net income: US$185.6m (down 57% from 1Q 2021). Profit margin: 9.6% (down from 19% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 17%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Mar 16Executive VP recently sold €521k worth of stockOn the 14th of March, Francois Morin sold around 12k shares on-market at roughly €42.20 per share. This was the largest sale by an insider in the last 3 months. Francois has been a seller over the last 12 months, reducing personal holdings by €1.8m.
Reported Earnings • Feb 10Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$5.34 (up from US$3.38 in FY 2020). Revenue: US$9.25b (up 8.5% from FY 2020). Net income: US$2.09b (up 54% from FY 2020). Profit margin: 23% (up from 16% in FY 2020). Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.5%, compared to a 15% growth forecast for the insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Nov 14Independent Chairman of the Board recently bought €17m worth of stockOn the 11th of November, John Pasquesi bought around 485k shares on-market at roughly €35.96 per share. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS US$1.00 (vs US$1.01 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: US$2.10b (down 9.2% from 3Q 2020). Net income: US$388.8m (down 4.9% from 3Q 2020). Profit margin: 19% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Aug 26Executive VP recently sold €180k worth of stockOn the 20th of August, Francois Morin sold around 5k shares on-market at roughly €35.99 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. Francois has been a seller over the last 12 months, reducing personal holdings by €676k.
Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS US$1.70 (vs US$0.72 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$2.57b (up 12% from 2Q 2020). Net income: US$675.5m (up 134% from 2Q 2020). Profit margin: 26% (up from 13% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Jan 08New 90-day high: €30.20The company is up 14% from its price of €26.60 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Insurance industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.22 per share.
Is New 90 Day High Low • Nov 11New 90-day high: €29.40The company is up 7.0% from its price of €27.40 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Insurance industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.21 per share.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS US$1.01The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: US$2.31b (up 38% from 3Q 2019). Net income: US$408.6m (up 7.0% from 3Q 2019). Profit margin: 18% (down from 23% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$1.15b, down 19% from the prior year. Total revenue was US$7.88b over the last 12 months, up 21% from the prior year.