Why did Arch Capital Group (ACGL) stock move recently?

On 7/27/2026, Arch Capital Group moved +3.8% — ACGL rose ahead of its Q2 2026 earnings release scheduled for after the close on July 28, with no specific company catalyst identified in filings or coverage; the move appears to reflect sector or market sentiment. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Arch Capital Group (ACGL) overvalued or fairly valued?

MarketChacha shows Arch Capital Group's valuation in context — a trailing P/E of about 7.9, a forward P/E of about 10.3, a price-to-book of about 1.5 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Arch Capital Group's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.41×) from reported figures — education, not a rating.

What is Arch Capital Group's revenue?

Arch Capital Group reported revenue of $19.9B for FY2025, with net profit of $4.4B, per official filings.

What is the share price of Arch Capital Group (ACGL)?

Arch Capital Group last traded at $100.69 (+0.2% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

Arch Capital Group

ACGL · NYSE · Financials · United States

Snapshot

TickerACGL

ExchangeNYSE

SectorFinancials

IndustryInsurance - Diversified

CountryUnited States

Employees8,000

HeadquartersPembroke, Bermuda

Websitewww.archgroup.com

Filings tracked22

About Arch Capital Group

Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products in the United States, Canada, Bermuda, the United Kingdom, Europe, and Australia. The company operates through three segments: Insurance, Reinsurance, and Mortgage. The Insurance segment offers commercial automobile; commercial multiperil; financial and professional line liability; admitted, excess, and surplus casualty lines; property and short-tail specialty; workers compensation; and casualty insurance. Its Reinsurance segment provides reinsurance products for casualty; marine and aviation; property catastrophe; property excluding property catastrophe; and other specialty products. The Mortgage segment offers U.S. primary mortgage insurance business written predominantly on loans sold to the Federal National Mortgage Association and Federal Home Loan Mortgage Corporation; reinsurance and underwriting services related to the U.S. credit-risk transfer business and other U.S. mortgage reinsurance transactions; and international mortgage insurance and reinsurance business covering loans. It markets its products through a group of licensed independent retail and wholesale brokers. The company was formerly known as Risk Capital Holdings, Inc. Arch Capital Group Ltd. was founded in 1995 and is headquartered in Pembroke, Bermuda.

Who owns it

Insiders2.8%
Institutions94.1%
Public & other3.1%

1,310 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.8.86%
Vanguard Capital Management LLC6.51%
Artisan Partners Limited Partnership6.33%
State Street Corporation4.76%
BAMCO Inc.4.65%
Vanguard Portfolio Management LLC4.26%
WCM Investment Management, LLC3.51%
Geode Capital Management, LLC3.08%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Margin has compressed by about 10.5 points over the period — profitability is trending down.

Cash conversion1.41×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend32.6% → 22.1%

Margin has compressed by about 10.5 points over the period — profitability is trending down.

Return on equity18.2%

Latest ROE of 18.2% — capital is generating a healthy return.

Growth qualityrev 21% · PAT -0%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $3.5B · EPS 2.47

Est. earnings growth -17.0%

Next fiscal year

Rev $15.8B · EPS 9.80

Est. earnings growth +0.4%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$19.9B

Net margin

22.1%

ROE

18.2%

Revenue CAGR (2y)

+20.9%

Profit CAGR (2y)

-0.5%

EPS (FY2025)

11.60

Net profit (FY2025)

$4.4B

Ask MarketChacha about ACGL

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Jul 27, 2026
ACGL rose ahead of its Q2 2026 earnings release scheduled for after the close on July 28, with no specific company catalyst identified in filings or coverage; the move appears to reflect sector or market sentiment.
source 1 ↗source 2 ↗· confidence: low
Jul 24, 2026
ACGL rose as positive sentiment around reinsurance growth continued to support earnings expectations, with the stock trading near yearly highs ahead of its Q2 results release on July 28.
source 1 ↗source 2 ↗· confidence: medium

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$19.9B	$4.4B	11.60	22.1%	18.2%
FY2024	$17.4B	$4.3B	11.19	24.7%	20.7%
FY2023	$13.6B	$4.4B	11.62	32.6%	24.2%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$4.7B	$1.1B	3.00	22.6%
2026Q1	$4.5B	$1.0B	2.88	23.2%
2025Q3	$5.1B	$1.4B	3.56	26.4%
2025Q2	$5.2B	$1.2B	3.23	23.7%
2025Q1	$4.7B	$574.0M	1.48	12.3%
2024Q3	$4.7B	$988.0M	2.56	20.9%
2024Q2	$4.2B	$1.3B	3.30	30.0%
2024Q1	$3.9B	$1.1B	2.92	28.4%
2023Q3	$3.3B	$723.0M	1.88	21.7%
2023Q2	$3.2B	$671.0M	1.75	21.2%
2023Q1	$3.2B	$715.0M	1.87	22.6%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-Q filing
SEC8/4/2026
8-K — Results of operations, Exhibits
SEC7/28/2026material
8-K — Other events, Exhibits
SEC6/16/2026material
8-K — Material agreement, Material financial obligation, Other events, Exhibits
SEC6/9/2026material
8-K — Material agreement, Other events, Exhibits
SEC6/3/2026material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC6/3/2026material
8-K — Other events, Exhibits
SEC6/2/2026material
8-K — Shareholder vote results, Other events, Exhibits
SEC5/7/2026material
10-Q filing
SEC5/5/2026
8-K — Results of operations, Exhibits
SEC4/28/2026material
8-K — Other events
SEC4/20/2026material
10-K filing
SEC2/26/2026
8-K — Other events, Exhibits
SEC2/26/2026material
8-K — Results of operations, Exhibits
SEC2/9/2026material
8-K — Executive/director change, Exhibits
SEC1/22/2026material

2025

8-K — Other events, Exhibits
SEC11/7/2025material
10-Q filing
SEC11/6/2025
8-K — Material agreement, Material financial obligation, Exhibits
SEC11/3/2025material
8-K — Results of operations, Exhibits
SEC10/27/2025material
8-K — Other events
SEC9/5/2025material
10-Q filing
SEC8/5/2025
8-K — Results of operations, Exhibits
SEC7/29/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.