Arch Cap Group Ltd Stock Price, News & Analysis

Arch Insurance (NYSE: ACGL) announced on November 17, 2025 that Sean Brady has joined as Senior Vice President, Program Management, Consumer Division. The role covers Travel, Accident & Health, and Warranty & Lenders Solutions lines of business. Brady brings more than 20 years of consumer lines experience, previously serving as Consumer Solutions Leader at Zurich North America and holding leadership roles at Transamerica. He will report to Linda Fallon, Division President, Consumer Business. The company highlighted Brady’s track record in strategy and program development and said his hire supports Arch’s expansion of its Consumer Division.

Arch MI (ACGL) secured over $249 million of indemnity reinsurance via Bellemeade Re 2025-1 Ltd., combining approximately $199 million of amortizing bonds and $50 million of direct reinsurance to cover a mortgage pool of about $54.2 billion. The transaction closed on Nov. 13, 2025 and covers MI policies issued mainly from July 2024 through September 2025.

Bellemeade issued five amortizing note classes with 10-year legal final maturities and ratings from Morningstar DBRS: M-1A BBB (low)(sf); M-1B BB (high)(sf); M-1C BB (low)(sf); M-2 B (high)(sf); B-1 B (sf). Coupon spreads ranged from SOFR+1.55% to SOFR+5.05%. Since 2015 Arch completed 22 Bellemeade transactions securing nearly $10 billion in indemnity reinsurance.

Arch RoamRight (NASDAQ:ACGL) was honored with three Gold Magellan Awards from Travel Weekly on November 6, 2025. The company won in:

• Travel Insurance — Overall: Customer Service
• Travel Insurance — Overall: Travel Advisor Support
• Travel Advisor Services — Overall: Website for PartnerWith.RoamRight.com

The Partner With website is described as a dedicated advisor portal for onboarding, marketing tools and quoting resources. Company leadership framed the awards as validation of its customer service, digital tools and advisor programs. The Magellan Awards are judged by industry professionals; no financial metrics or guidance were disclosed.

Arch RoamRight (NASDAQ: ACGL) announced on October 30, 2025 that Jen Haslacker, Regional Sales Director - Host Partnerships, was named to the TravelPulse 40 Under 40 list.

The recognition highlights professionals under 40 who drive innovation, demonstrate leadership and impact the travel industry. Company leadership praised Haslacker for expanding partner engagement and delivering results that elevate the brand. The TravelPulse 40 Under 40 honorees will be publicly recognized at the upcoming Travvy Awards.

Arch Global Services India (NASDAQ: ACGL) opened a new office in Trivandrum Technopark on October 30, 2025, housing nearly 350 employees in a 26,000-square-foot space with potential expansion of an additional 17,000 square feet.

The office will provide underwriting, claims, finance and risk operations and complements recently opened Hyderabad and planned Pune locations as part of Arch Capital Group's strategic expansion into India. The site includes collaborative workspaces and training facilities and was inaugurated by Hon'ble Industries Minister Shri P. Rajeev. Arch partnered with ANSR to establish and operate the global capabilities centers.

Arch Global Services India (NASDAQ: ACGL) opened a new technology hub in Hyderabad on October 28, 2025, to support digital and technology services across Arch Capital Group affiliates.

The office will house about 100 employees with capacity to expand, is led by Raju Chiluvuri, and sits in Hyderabad’s Financial District. The opening follows a planned business-service office launch in Trivandrum next week and supports the company’s July strategic expansion into India.

The space features collaborative work areas intended to foster innovation; the inauguration included local officials, reflecting community engagement.

Arch Capital Group Ltd (NASDAQ: ACGL) reported strong 2025 third quarter results with net income available to common shareholders of $1.34B ($3.56 diluted EPS) and after-tax operating income of $1.04B ($2.77 diluted EPS).

Key metrics: annualized net income ROE 23.8%, operating ROE 18.5%, underwriting income $871M (up 61.9% YoY), combined ratio 79.8%, and share repurchases of approximately $732M. Book value per share was $62.32 at September 30, 2025, up 5.3% from June 30, 2025.

Arch Capital Group (NASDAQ: ACGL) has scheduled its 2025 third quarter earnings release for Monday, October 27, after market close. The company will host a conference call for investors and analysts the following day, Tuesday, October 28, at 10:00 AM ET.

The earnings call will be accessible via live webcast through the Investors section of Arch's website. A recording and transcript will be made available approximately two hours and 24 hours after the event, respectively, and will remain archived on the company's website for one year.

Arch Capital Group (NASDAQ: ACGL) announced a significant expansion of its share repurchase program, with its Board of Directors approving a $2.0 billion increase to the existing authorization. After accounting for recent share repurchases in Q3 2025, the total available repurchase capacity stands at approximately $2.3 billion as of September 4, 2025.

The company will execute these repurchases through open market or privately negotiated transactions, with timing and volume dependent on market conditions and regulatory considerations. CEO Nicolas Papadopoulo emphasized that this increased authorization will provide flexibility in deploying excess capital from underwriting operations to enhance shareholder value.