ACGL
NASDAQ · Financial Services · Insurance - Diversified · BM
Research · Oct 29, 2026
Casualty Reinsurance Rates Trail Loss Cost Trends
RNR sees U.S. general liability loss trends at 10%-12% versus 8%-10% rate gains as third-party capital expands casualty reinsurance supply.
Research · Oct 25, 2026
[ACGL] Arch Capital: Q3 2026 Earnings Test for Reinsurance Margins
Arch Capital's Q2 2026 net premiums fell 6.9% to $4.05 billion as reinsurance underlying costs hit 79.9%; Q3 results show whether that ratio holds within 80%.
Research · Sep 3, 2026
[ACGL] Arch Capital Thesis 2026: Book Value Surges as Record Buyback Signals Confidence
Arch Capital Group FY25 (Dec 31, 2025) at $19.93B revenue (+14%). NI $4.40B; EPS $11.62. Q4 after-tax operating income $1.1B (+26%); FY $3.7B. Book value per share +22.6%. Buyback $1.9B FY25 (fastest pace ever). Reinsurance record $1.6B FY underwriting income. Insurance Q4 ex-cat combined ratio 90.8%. FY26 cat losses 7-8% of NEP guide; active buyback.