Arch Capital's Measured Underwriting Is Underappreciated [Seeking Alpha]
Arch Capital Group Ltd. (ACGL)
Last arch capital group ltd. earnings: 2/11 04:31 pm
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US:NASDAQ Investor Relations:
snl.com/irweblinkx/corporateprofile.aspx?iid=103577
Company Research
Source: Seeking Alpha
Core underwriting margins are stable despite sector pricing pressures; management prioritizes margin preservation over premium growth, reflecting disciplined risk management. Buybacks are accelerating, with at least $2 billion expected in 2026, as ACGL leverages strong capital and limited premium growth opportunities. My $105–$110 price target is maintained, underpinned by resilient earnings, conservative portfolio positioning, and top-tier underwriting performance. MicroStockHub/iStock via Getty Images Shares of Arch Capital Group ( ACGL ) have been a modest performer over the past year, gaining 6%. While Arch has delivered solid underwriting results, share price appreciation has been limited by slower growth, underwriting margin fears, and higher Bermuda taxes. Feeling these concerns are overstated, I This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any
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ACGL
News
- Arch Capital Group Ltd (ACGL) Q4 2025 Earnings Call Highlights: Strong Income Growth and ... [Yahoo! Finance]Yahoo! Finance
- Arch Capital Group Q4 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
- Arch RoamRight and Tern Launch Seamless Travel Insurance IntegrationBusiness Wire
- Arch Capital (ACGL) Q4 2025 Earnings Transcript [Yahoo! Finance]Yahoo! Finance
- Arch Capital: Q4 Earnings Snapshot [Yahoo! Finance]Yahoo! Finance
ACGL
Earnings
- 2/9/26 - Beat
ACGL
Sec Filings
- 2/9/26 - Form 13F-HR
- 2/9/26 - Form 8-K
- 1/22/26 - Form 8-K
- ACGL's page on the SEC website