ACGLP

Arch Capital Group Ltd. Depositary Shares Representing Interest in 5.25% Non-Cumulative Preferred Se

ACGLP

Market cap $450M

Overview Fund Activity

Delisted

ACGLP was delisted on the 29th of September, 2021.

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Financial journalist opinion

Arch Capital: Attractive Even With Slowing Premium Inflation

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.

Arch Capital: Attractive Even With Slowing Premium Inflation

Arch Capital Group Opens Global Capabilities Centers in India

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 Opens Global Capabilities Centers in India

Arch Capital: Attractive, Though Hurricane Season Looms

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.

Arch Capital: Attractive, Though Hurricane Season Looms

Arch Capital Group: Solid Insurer At A Bargain Price

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.

Arch Capital Group: Solid Insurer At A Bargain Price

Arch Capital: Attractive Even With Elevated Cat Losses In 2025

Arch Capital's stock has been volatile, impacted by California wildfire losses, but core business performance remains strong with solid premium growth expected in 2025. The company faces headwinds from tax law changes and potential catastrophe losses, but reinsurance rate hikes and higher investment income offer upside. Arch's diverse portfolio, conservative investment strategy, and strategic capital deployment position it well for long-term profitability, despite near-term challenges.

Arch Capital: Attractive Even With Elevated Cat Losses In 2025

Arch Capital Group: Recent Price Weakness Is A Buying Opportunity

Arch Capital Group Ltd.'s recent share price weakness presents a buying opportunity due to its strong fundamentals and impressive growth history in the insurance industry. The company excels in P&C insurance and reinsurance, with a well-diversified business and a conservative risk management approach, leading to robust profitability. Arch's recent acquisition of Allianz's U.S. commercial middle market and entertainment business enhances its diversification and scale, despite some integration risks.

Arch Capital Group: Recent Price Weakness Is A Buying Opportunity

Arch Capital: Hurricane Fears And M&A Concerns Are Likely Overdone

Arch delivered solid Q3 results but concerns about its Allianz unit acquisition have weighed on shares. Q3 earnings were reduced by cat losses, with more losses likely in Q4, but given its diverse exposures, Arch remains profitable even during hurricanes. Recent management change has added to uncertainty, but its emphasis on strong underwriting remains in place.

Arch Capital: Hurricane Fears And M&A Concerns Are Likely Overdone

Arch Capital: Navigating Insurance Cycles With Strong Pricing Power

The U.S. property and casualty market is projected to grow at a 6.4% CAGR from 2024 to 2030, favoring Arch's diversified portfolio. In Q2 2024, ACGL's mortgage insurance segment maintained high credit quality, with 69.5% of new loans having FICO scores above 740. A 50-basis-point drop in interest rates could increase the Company's fixed-income portfolio by approximately $378 million.

Arch Capital: Navigating Insurance Cycles With Strong Pricing Power

Arch Capital Group Ltd. Honors the Life and Legacy of Former CEO Dinos Iordanou

PEMBROKE, Bermuda--(BUSINESS WIRE)--Arch Capital Group Ltd. (“Arch” or “the Company”) today announced it held a private memorial event to honor and celebrate the life of former CEO Dinos Iordanou on Oct. 14 in New York City. Attended by family members, close friends and long-time colleagues, the event paid tribute to Iordanou's lasting contributions to Arch and the insurance industry at large. “Dinos was full of life, always generous and an inspirational role model,” said Nicolas Papadopoulo, C.

Arch Capital Group Ltd. Honors the Life and Legacy of Former CEO Dinos Iordanou

Arch Capital: Another Quarter Of Excellent Underwriting Creates Further Upside Potential

Arch Capital Group shares have risen 26% over the past year but pulled back recently due to declining interest rates. Q2 results exceeded expectations, with strong underwriting results and solid segment performance, as the company continues to benefit from high home prices. Investment income is likely to rise over the next year as low-yielding securities mature.

Arch Capital: Another Quarter Of Excellent Underwriting Creates Further Upside Potential

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