$ACGL

Cantor Fitzgerald reduced its price target for Arch Capital Group (ACGL) to $105 from $110, citing mortgage insurance concerns and a derating in the sector. The firm raised its Q3 2026 EPS estimate to $2.68, above consensus. ACGL trades at a P/E of 7.39, near its fair value of $94.27. The company reported strong Q2 results but faces competition and market uncertainty.

Zacks highlights RenaissanceRe (RNR), Arch Capital (ACGL), and Everest (EG) as reinsurers benefiting from alternative capital. RNR reported $177.2M in fee income and $599.1M in underwriting income for Q2 2026. ACGL had $410M in underwriting income with a 77.5% combined ratio. EG's Mt. Logan platform grew to $3.4B in AUM. Estimates for 2026 earnings vary among the three.

Four Bermuda-based reinsurers ranked among the world's top ten: Everest Re, RenaissanceRe, Arch Capital, and PartnerRe. They collectively wrote $44.9B in premiums in 2025, with Everest leading at $12.8B. Hamilton Insurance Group notably rose to 29th place with a 22.8% premium increase. AM Best's report highlights a competitive market ahead, with property catastrophe reinsurance prices declining sharply.

Bermuda's top reinsurers reported strong first-half underwriting results, with a combined ratio of 85.3% due to lower catastrophe losses, according to Fitch Ratings. The group, including RenaissanceRe and Hamilton, saw a 15.7% net-income return on equity, though premiums fell 9% amid competition. Hamilton was the only company with adverse reserve development, while SiriusPoint saw the largest equity decline.

Morin Francois (CFO and Treasurer) sold 11,010 shares of ARCH CAPITAL GROUP LTD. (ACGL) at $99.32 ($1.09M total) on 2026-08-18.

Arch Capital's Voussoir Re Ltd. issued 10,760 Series 2026-9 preferred shares, listed on the Bermuda Stock Exchange. The shares, with a nominal par value of $0.01 each, were privately placed with qualified investors. This follows a similar issuance in April and demonstrates Arch's ongoing third-party capital activities, according to the article.

Arch Capital Group (ACGL) underperformed the S&P 500 and KBWP ETF over the past year, with shares up 9.4% vs. 20.4% and 11.4% respectively. Q2 adjusted EPS of $2.56 beat estimates, but net premiums written fell 6.9% YoY. Analysts expect a 4% EPS decline for the year, with a consensus 'Moderate Buy' rating and a mean price target of $111.31.

Arch Capital Group (ACGL) reported Q2 adjusted EPS above expectations, though net premiums written declined year-over-year. Analysts maintain a Moderate Buy rating, focusing on underwriting profitability. The company projects $18.0B revenue and $3.7B earnings by 2029, with a 11% upside to its current price. Investors weigh underwriting quality and catastrophe exposure.

AM Best’s year-end 2025 rankings for global reinsurers put Munich Re back at No.1 among IFRS 17 reporters, with gross reinsurance revenue of $35.418 billion, ahead of Swiss Re at $34.564 billion. For non-IFRS 17, Lloyd’s moved to No.1 with GPW of $27.058 billion, ahead of Berkshire Hathaway at $25.470 billion. AM Best cited underwriting strength, capital levels, FX effects, and hurricane activity.

Arch Insurance International, the international arm of Arch Capital Group, appointed James Mecham as Deputy Chief Underwriting Officer for Long Tail Lines, effective immediately. He will support underwriting strategy with Mike Lay and oversee long tail portfolios across London Market, UK Regional, Australia and EU, and become Head of General Casualty. Mecham joined Arch in 2019.