Arch Capital Group

ACGLO

Market cap $282M

Arch Capital Group Ltd. (NASDAQ:ACGL ) Q3 2025 Earnings Call October 28, 2025 10:00 AM EDT Company Participants Nicolas Alain Papadopoulo - CEO & Director François Morin - Executive VP, CFO & Treasurer Conference Call Participants Elyse Greenspan - Wells Fargo Securities, LLC, Research Division Andrew Kligerman - TD Cowen, Research Division Joshua Shanker - BofA Securities, Research Division Tracy Benguigui - Wolfe Research, LLC Ryan Tunis - Cantor Fitzgerald & Co., Research Division Michael Zaremski - BMO Capital Markets Equity Research David Motemaden - Evercore ISI Institutional Equities, Research Division Robert Cox - Goldman Sachs Group, Inc., Research Division Taylor Scott - Barclays Bank PLC, Research Division Andrew Andersen - Jefferies LLC, Research Division Meyer Shields - Keefe, Bruyette, & Woods, Inc., Research Division Brian Meredith - UBS Investment Bank, Research Division Presentation Operator Good day, ladies and gentlemen, and welcome to the 3Q 2025 Arch Capital Earnings Conference Call.

Arch Capital Group Ltd. (NASDAQ:ACGL ) Bank of America 30th Annual Financials CEO Conference 2025 September 16, 2025 6:00 AM EDT Company Participants Nicolas Alain Papadopoulo - CEO & Director François Morin - Executive VP, CFO & Treasurer Conference Call Participants Joshua Shanker - BofA Securities, Research Division Presentation Joshua Shanker BofA Securities, Research Division All right.

ACGL faces sector headwinds from weakening pricing power, but margins should stabilize at healthy levels due to management's disciplined capital allocation. Recent financials remain strong: Q2 earnings beat estimates, premium growth is solid, and returns on equity are robust despite some margin compression. Management is prioritizing profitability and capital returns, ramping up share buybacks to take advantage of the stock's undervaluation.

PEMBROKE, Bermuda--(BUSINESS WIRE)--Arch Capital Group Ltd. (“Arch” or the “Company”) today announced the opening of two new global capabilities centers in Trivandrum and Pune, India, with a third in Hyderabad coming soon. The new offices will serve as workplaces for more than 350 employees. These global capabilities centers will enhance Arch's ability to service its Insurance, Reinsurance and Mortgage Insurance businesses, while enabling the company to tap into India's highly skilled talent po.

Arch Capital Group Ltd. (NASDAQ:ACGL ) Q2 2025 Earnings Conference Call July 30, 2025 10:00 AM ET Company Participants Francois Morin - Executive VP, CFO & Treasurer Nicolas Alain Emmanuel Papadopoulo - CEO & Director Conference Call Participants Andrew E.

Arch Capital remains a buy despite recent underperformance, with shares offering 10% upside to my $99 target, reflecting 11x normalized earnings. Catastrophe losses, particularly from California wildfires, weighed on Q1 results, but ACGL still posted underwriting profits, highlighting its business resilience. Mortgage insurance profits are likely peaking, and increased catastrophe exposure adds near-term uncertainty, especially with hurricane season approaching.

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Arch Capital Group Ltd. (NASDAQ:ACGL ) Q1 2025 Earnings Conference Call April 30, 2025 9:00 AM ET Company Participants Nicolas Papadopoulo - Chief Executive Officer François Morin - Chief Financial Officer & Treasurer Conference Call Participants Michael Zaremski - BMO Capital Markets Cave Montazeri - Deutsche Bank Elyse Greenspan - Wells Fargo Andrew Kligerman - TD Cowen David Motemaden - Evercore ISI Alex Scott - Barclays Wes Carmichael - Autonomous Research Josh Shanker - Bank of America Andrew Andersen - Jefferies Meyer Shields - Keefe, Bruyette & Woods Operator Good day, ladies and gentlemen and welcome to the First Quarter 2025 Arch Capital Earnings Conference Call.

Arch Capital Group is a large-cap, diversified insurance firm that has consistently grown book value and subsequent market price over the past decade. The management team at ACGL is highly experienced, now led by its long-term chief underwriter. Factors currently suppressing ACGL's market price are likely temporary headwinds.