Arch Capital Group Ltd.'s Stock Analysis

Arch Capital Declares Preferred Share Dividends for 2026

Arch Capital Group's Board of Directors declared dividends for 13,200,000 depositary shares of its 5.45% Non-Cumulative Preferred Shares, Series F, and 20,000,000 depositary shares of its 4.55% Non-Cumulative Preferred Shares, Series G. The dividends will be payable on March 31, 2026, to holders of record as of March 15, 2026, from lawfully available funds as per Bermuda law.

The Series F Shares have a liquidation preference of $25,000 per share, equivalent to $25.00 per depositary share, while the Series G Shares also have a $25,000 liquidation preference per share. The Board or the Executive Committee may alter the payment terms before the effective date.

Feb 26, 2026 16:02:57

Arch Capital Group Reports Strong Fourth Quarter 2025 Earnings

Arch Capital Group Ltd. reported net income available to common shareholders of $1.2 billion, or $3.35 per share, for the fourth quarter of 2025, marking a significant increase from $925 million, or $2.42 per share, in the same quarter of 2024. The company achieved an 18.9% annualized operating return on average common equity, with after-tax operating income of $1.1 billion, or $2.98 per share. The combined ratio, excluding catastrophic activity and prior year development, was 79.5%, slightly higher than the previous year's 79.0%. Additionally, the company repurchased $798 million worth of shares and reported a 4.5% increase in book value per common share to $65.11 at year-end 2025.

In terms of segment performance, the insurance segment saw a 2.3% increase in gross premiums written, while the reinsurance segment experienced a 0.2% increase in gross premiums written but a 5.2% decrease in net premiums written. The mortgage segment reported a 1.5% decline in gross premiums written. The company noted a reduction in current year catastrophic losses and favorable development in prior year loss reserves. Investment income grew due to an increase in average invested assets, and net realized gains improved significantly compared to the prior year. The effective tax rate for the fourth quarter was 14.5%, up from 6.6% in the previous year.

Feb 09, 2026 16:27:12

Arch Capital Group Director John Vollaro Not Seeking Reelection

John D. Vollaro, a director at Arch Capital Group Ltd. for 17 years, has announced he will not stand for reelection at the 2026 Annual Meeting of Shareholders. His decision is not due to any disagreements with the company. Vollaro has been a significant figure in the company, having served as Chief Financial Officer and contributing to its growth from a startup to a well-regarded global insurer.

Arch Capital Group, part of the S&P 500 Index, reported approximately $26.4 billion in capital as of September 30, 2025. The company provides insurance, reinsurance, and mortgage insurance worldwide through its subsidiaries. Vollaro will continue to serve until his term ends on May 5, 2026, and both the Board and the CEO expressed gratitude for his leadership and contributions to the company.

Jan 22, 2026 08:35:51

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