Arch Capital

ACGL

Market cap $36B

Recently, Zacks.com users have been paying close attention to Arch Capital (ACGL). This makes it worthwhile to examine what the stock has in store.

For 2025, we underperformed the Benchmark, while to a lesser extent also trailing our all-cap international growth Proxy Benchmark. The underperformance was in our view attributable to an abrupt but material correction in several holdings over the potential exposure of quality growth franchises to AI disruption. Lundin Mining Corporation shares rose meaningfully during the fourth quarter after the company raised its 2025 copper production outlook and lowered its cash cost guidance.

Arch Capital Group Ltd. (ACGL) Q4 2025 Earnings Call Transcript

ACGL beats Q4 operating income estimates as underwriting, premiums, and investment income lift results, driving a 31.9% year-over-year rise.

Arch Capital Group remains a "Buy," supported by prudent underwriting, capital discipline, and an attractive valuation at ~10x 2025 EPS. 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.

The headline numbers for Arch Capital (ACGL) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Arch Capital Group (ACGL) came out with quarterly earnings of $2.98 per share, beating the Zacks Consensus Estimate of $2.49 per share. This compares to earnings of $2.26 per share a year ago.

PEMBROKE, Bermuda--(BUSINESS WIRE)--Arch Capital Group Ltd. (NASDAQ: ACGL; “Arch,” “our” or “the Company”) announces its 2025 fourth quarter results. The results included: Net income available to Arch common shareholders of $1.2 billion, or $3.35 per share, representing a 21.2% annualized net income return on average common equity, compared to net income available to Arch common shareholders of $925 million, or $2.42 per share, for the 2024 fourth quarter. After-tax operating income available t.

ACGL's Q4 results are likely to reflect strong underwriting performance, new business opportunities and a higher invested asset base.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Arch Capital (ACGL), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.