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Arch Capital Group Ltd. Stock Price

NasdaqGS:ACGL Community·US$32.5b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 65 Fair Values set on narratives written by author
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ACGL Share Price Performance

US$96.12
5.52 (6.09%)
​
US$109.84
Fair Value
US$96.12
5.52 (6.09%)
12.5% undervalued intrinsic discount
US$109.84
Fair Value
Price US$96.12
AnalystConsensusTarget US$109.84
Thu, 9 Apr 26
Fair ValueUS$109.84
Share Pricen/a

ACGL Community Narratives

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AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
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Fair Value US$109.84 12.5% undervalued intrinsic discount

ACGL: Calm Hurricane Season Will Support Earnings Resilience Ahead

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ACGL logo
Arch Capital Group
12.5% undervalued intrinsic discount

ACGL: Calm Hurricane Season Will Support Earnings Resilience Ahead

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AnalystConsensusTarget
AnalystConsensusTarget
Updated 9 Apr
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ACGL: Share Repurchases And Strong Margins Will Drive Future Returns

Fair Value: US$109.84 12.5% undervalued intrinsic discount
29 fair values setusers have set this as their fair value
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Snowflake Analysis

Undervalued with excellent balance sheet.

1 Risk
3 Rewards
View Full Analysis

Arch Capital Group Ltd. Key Details

US$19.2b

Revenue

US$11.8b

Cost of Revenue

US$7.5b

Gross Profit

US$2.8b

Other Expenses

US$4.7b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
13.69
38.76%
24.19%
17.8%
View Full Analysis

About ACGL

Founded
1995
Employees
8000
CEO
Nicolas Alain Papadopoulo
WebsiteView website
www.archgroup.com

Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products in the United States, Canada, Bermuda, the United Kingdom, Europe, and Australia. The company operates through three segments: Insurance, Reinsurance, and Mortgage. The Insurance segment offers commercial automobile; commercial multiperil; financial and professional line liability; admitted, excess, and surplus casualty lines; property and short-tail specialty; workers compensation; and casualty insurance. Its Reinsurance segment provides reinsurance products for casualty; marine and aviation; property catastrophe; property excluding property catastrophe; and other specialty products. The Mortgage segment offers U.S. primary mortgage insurance business written predominantly on loans sold to the Federal National Mortgage Association and Federal Home Loan Mortgage Corporation; reinsurance and underwriting services related to the U.S. credit-risk transfer business and other U.S. mortgage reinsurance transactions; and international mortgage insurance and reinsurance business covering loans. It markets its products through a group of licensed independent retail and wholesale brokers. The company was formerly known as Risk Capital Holdings, Inc. Arch Capital Group Ltd. was founded in 1995 and is headquartered in Pembroke, Bermuda.

Recent ACGL News & Updates

Seeking Alpha • Jul 17

Arch Capital: The Real Test Begins As Reinsurance Pricing Softens

Summary Arch Capital retains a Conditional Quality Buy rating, contingent on maintaining profitability and book value growth amid declining reinsurance pricing. Q1 2026 results confirm robust underwriting and a 15.4% operating ROE, but headline strength reflects favorable reserve releases from prior periods. ACGL’s strong balance sheet and capital flexibility allow disciplined risk selection, enabling avoidance of poorly priced contracts without liquidity pressure. Buy thesis hinges on ACGL preserving margins and ROE as earned reinsurance premiums decline; Hold becomes justified if profitability erodes alongside volume. Read the full article on Seeking Alpha

Recent updates

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Arch Capital Group Ltd. Competitors

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