Arch Capital Group Ltd.'s Stock Analysis

Arch Capital Group Declares Preferred Share Dividends for 2025

Arch Capital Group's Board of Directors declared dividends for 13,200,000 depositary shares representing Series F Non-Cumulative Preferred Shares, with a dividend rate of 5.45%. These dividends are payable on December 31, 2025, to shareholders on record as of December 15, 2025, contingent upon the Board's discretion.

Additionally, the Board declared dividends for 20,000,000 depositary shares representing Series G Non-Cumulative Preferred Shares, with a dividend rate of 4.55%. Similar to the Series F dividends, these will also be payable on December 31, 2025, to holders of record as of December 15, 2025, unless the Board decides otherwise before the payment date.

Nov 07, 2025 16:02:18

Arch Capital Group Updates Letter of Credit Facility Agreement

On October 29, 2025, Arch Reinsurance Ltd., a subsidiary of Arch Capital Group Ltd., entered into Amendment No. 5 to its Letter of Credit Facility Agreement with Lloyds Bank. This amendment extends the Letters of Credit for the 2026 underwriting year and prolongs the Availability Period until May 31, 2026, while also noting a name change of a related entity.

The Amended L/C Agreement maintains a $700 million facility for letters of credit. This update is part of a series of amendments to the existing agreement, which has been revised multiple times since its original establishment in November 2020. The details of the Amended L/C Agreement can be found in the full text attached to the report.

Nov 03, 2025 16:07:22

Arch Capital Group Reports Strong Third Quarter Earnings Results

Arch Capital Group Ltd. announced its third quarter results for 2025, reporting a net income of $1.3 billion, or $3.56 per share, which marks a significant increase from $1.0 billion, or $2.56 per share, in the same quarter of 2024. The after-tax operating income available to common shareholders was $1.0 billion, or $2.77 per share, up from $762 million, or $1.99 per share, in the prior year. The company experienced pre-tax current accident year catastrophic losses of $72 million and favorable development in prior year loss reserves totaling $103 million. The combined ratio, excluding catastrophic activity and prior year development, was 80.5%, compared to 78.3% in the previous year. Additionally, Arch repurchased approximately $732 million of its shares and reported a book value per common share of $62.32, reflecting a 5.3% increase from the previous quarter.

The insurance segment saw a 9.7% increase in gross premiums written, attributed to the acquisition of the U.S. MidCorp and Entertainment insurance businesses from Allianz. Conversely, the reinsurance segment experienced a 9.0% decline in gross premiums written. The mortgage segment reported a 2.7% decrease in gross premiums written, primarily due to lower U.S. monthly and single premium volume. Investment income for the quarter was bolstered by growth in average invested assets, with net realized gains rising to $210 million from $169 million in the prior year. The effective tax rate on income before income taxes increased to 13.7% from 9.0%, influenced by Bermuda’s new corporate income tax.

Oct 27, 2025 16:06:37

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