Arch Capital Group Ltd.'s Stock Analysis

Arch Capital Increases Share Repurchase Authorization by $2 Billion

On September 4, 2025, Arch Capital Group Ltd. announced an increase of $2.0 billion in its share repurchase program authorization. This move allows the company to buy back shares from the market or through private transactions, enhancing shareholder value.

As of the same date, following recent share repurchases in the third quarter of 2025, approximately $2.3 billion remains available for repurchase under the program. The company indicated that the execution of these repurchases will be influenced by market conditions and various corporate and regulatory factors.

Sep 05, 2025 16:08:32

Arch Capital Group Reports Q2 2025 Financial Results

Arch Capital Group Ltd. reported net income available to common shareholders of $1.2 billion, or $3.23 per share, for the second quarter of 2025. This represents a decrease from $1.3 billion, or $3.30 per share, in the same quarter of 2024. The company also reported after-tax operating income of $979 million, or $2.58 per share. The combined ratio, excluding catastrophic activity, was 80.9%, up from 76.7% in the prior year. Share repurchases during the quarter totaled approximately $163 million, and the book value per common share increased to $59.17, a 7.3% rise from the previous quarter.

In terms of segment performance, gross premiums written in the insurance segment increased by 27.5% year-over-year, while the reinsurance segment saw an 8.7% rise. The mortgage segment, however, experienced a decline in gross premiums written by 5.0%. The company reported pre-tax current accident year catastrophic losses of $154 million and favorable development in prior year loss reserves amounting to $139 million. Net investment income for the quarter was positively impacted by growth in average invested assets, with net realized gains reported at $229 million, up from $122 million a year earlier.

Jul 29, 2025 16:09:36

Arch Capital Group Declares $1.9 Billion Special Cash Dividend

Arch Capital Group Ltd. announced a special cash dividend of $1.9 billion, equating to $5.00 per common share, payable on December 4, 2024. This decision reflects the company's strong capital position and commitment to returning value to shareholders. Additionally, the company promoted David Gansberg and Maamoun Rajeh to Presidents, expanding their roles within the organization and highlighting their long-standing contributions to Arch's success since 2001.

On the other hand, while the announcement of the special dividend and executive promotions signals positive developments, there are underlying risks mentioned, including economic uncertainties and potential challenges in the insurance market. The company emphasized the importance of maintaining its leadership and adapting to various market conditions, indicating that future performance may be influenced by external factors such as competition and regulatory changes.

Nov 08, 2024 06:55:58

Arch Capital Group Reports Third Quarter Financial Results

Arch Capital Group Ltd. reported a net income of $978 million for the third quarter of 2024, a significant increase from $713 million in the same period last year, translating to $2.56 per share. The company experienced a strong growth in gross premiums written, which rose by 20.2% year-over-year, and a favorable development in prior year loss reserves amounting to $119 million. Additionally, the book value per common share increased by 8.1%, indicating positive financial momentum and contributions from various business units.

However, the company faced challenges, including $450 million in pre-tax current accident year catastrophic losses, primarily due to Hurricane Helene and other global events. The after-tax operating income decreased to $762 million from $876 million in the previous year, reflecting a decline in underwriting income across segments. The combined ratio excluding catastrophic activity also worsened slightly to 78.3% from 77.0%, suggesting increased costs associated with claims and underwriting expenses.

Oct 30, 2024 16:08:20

Arch Capital Group Announces New CEO Appointment

Arch Capital Group Ltd. has appointed Nicolas Papadopoulo as its new Chief Executive Officer, succeeding Marc Grandisson, who is retiring after a long tenure. Papadopoulo has been with the company since 2001 and brings extensive experience, having held various leadership roles, including President and Chief Underwriting Officer. The Board of Directors expressed confidence in Papadopoulo's ability to lead the company towards continued growth and success, emphasizing the importance of their existing strategies and talented workforce.

The transition comes as a significant moment for Arch, with Grandisson reflecting on the company's remarkable achievements during his leadership. He highlighted the dedication of employees and the trust placed in the company by clients. The leadership change is seen as a positive step in maintaining Arch's position as a leading global specialty insurer, ensuring that the company is well-prepared for future challenges and opportunities.

Oct 15, 2024 16:33:53

Arch Capital Group Welcomes New Board Members for Growth

Arch Capital Group Ltd. has appointed Dan Houston and Neal Triplett to its Board of Directors, bringing a wealth of experience from the financial services sector. Houston, the CEO of Principal Financial Group, and Triplett, the CEO of Duke University Management Company, are expected to enhance the Board's expertise and support the company's ongoing growth and transformation. Their backgrounds in managing large portfolios and financial institutions are seen as valuable assets for Arch's future direction.

The company's leadership expressed confidence that these appointments will strengthen Arch's position as a global market leader. The Chair of the Board highlighted the importance of broadening the Board's talent and perspectives, indicating a strategic move to enhance governance and oversight. Overall, the addition of Houston and Triplett is viewed positively as a step towards achieving Arch's ambitious milestones in the insurance and reinsurance sectors.

Aug 27, 2024 16:03:07

Arch MI Acquires RMIC Companies

Arch MI, a subsidiary of Arch Capital Group, has successfully acquired RMIC Companies, expanding its mortgage insurance business. The deal, announced in November 2023, closed on June 3, 2024, after regulatory approval. This acquisition aligns with Arch MI's mission to protect lenders and promote responsible homeownership. Arch MI is a leading provider of private mortgage insurance in the U.S., licensed in all 50 states and Puerto Rico.

Jun 03, 2024 16:08:15

Arch Insurance North America Acquires Allianz's U.S. Businesses

Arch Insurance North America is acquiring Allianz's U.S. MidCorp and Entertainment insurance businesses for $450 million. This move will expand Arch's presence in the U.S. middle market and add a leading Entertainment business. Approximately 500 employees will transition to Arch. The transaction is expected to enhance distribution relationships and broaden product offerings. The deal, estimated to require $1.4 billion in capital, is set to close in the second half of 2024, subject to regulatory approvals.

Apr 05, 2024 09:17:50

Arch Capital Group Ltd. Reports Strong 2023 Fourth Quarter Results

Arch Capital Group Ltd. reported a net income available to common shareholders of $2.3 billion, a 58.2% annualized return on equity. The company also achieved a 23.7% annualized operating return on equity. Despite a $137 million impact from current accident year catastrophic losses, the combined ratio improved to 78.9%. Book value per common share increased by 21.5% from the previous quarter. The CEO expressed optimism for 2024, highlighting a 43.9% growth in book value per share in 2023.

Feb 14, 2024 16:13:46

Arch MI to Acquire RMIC Companies, Inc.: Expanding Mortgage Insurance Portfolio

Arch MI, a subsidiary of Arch Capital Group Ltd., has agreed to acquire RMIC Companies, Inc., and its subsidiaries, integrating RMIC's $1 billion risk in force portfolio into Arch MI's existing U.S. primary mortgage portfolio. The transaction is expected to bring significant expense and capital synergies, with a projected closing in the first half of 2024, subject to regulatory approval.

Nov 13, 2023 07:05:43