Arch Cap Group Ltd Stock Price, News & Analysis

Arch RoamRight has released its 2025 Travel Insurance Playbook, a comprehensive guide focusing on technology-driven transformations in the travel insurance industry. The Playbook highlights how artificial intelligence (AI) is revolutionizing various aspects of travel insurance, from product selection to claims administration and personalized trip planning.

According to Tim Dodge, CMO of Travel, Accident & Health at Arch Insurance, AI, along with changing consumer preferences and global economic factors, continues to shape the travel experience. The guide also provides insights into emerging travel destinations and traveler preferences, demonstrating Arch RoamRight's commitment to leveraging technology for improving travel insurance services.

Arch Capital Group reported its 2025 first quarter results with net income of $564 million ($1.48 per share), showing an 11.1% annualized return on equity. This represents a decrease from $1.1 billion ($2.92 per share) in Q1 2024.

Key highlights:

• After-tax operating income: $587 million ($1.54 per share)
• Pre-tax catastrophic losses: $547 million, mainly from California wildfires
• Favorable prior year reserve development: $167 million
• Combined ratio: 90.1%, up from 78.8% in Q1 2024
• Book value per share: $55.15, increasing 3.8% from December 2024

The company's segments showed mixed performance, with Insurance facing challenges from catastrophic events, Reinsurance maintaining stability despite wildfire impacts, and Mortgage segment showing resilience with a low 16.1% combined ratio. CEO Nicolas Papadopoulo noted that despite a more competitive market, the company remains optimistic about delivering long-term shareholder value.

Arch Capital Group (NASDAQ: ACGL) has scheduled the release of its 2025 first quarter financial results after market hours on Tuesday, April 29. The company will follow up with an investor and analyst conference call on Wednesday, April 30, at 9:00 a.m. ET.

A live webcast of the earnings call will be accessible through the Investors section of Arch's website. The recording will be available approximately two hours post-event and remain archived on the site for one year.

Arch Insurance has released its 2025 State Disability & Paid Family Leave Reference Guide, a comprehensive resource designed for employers and benefits professionals. The guide consolidates information about mandatory disability and paid family leave coverage across different states, including details on eligibility, covered conditions, and weekly statutory benefits.

Tom Foschino, Vice President for Arch Insurance Accident & Health, emphasized that the guide aims to simplify compliance processes for multistate employers by providing a centralized source of information about state-specific disability and paid family leave provisions. The guide is available in both printed and digital formats through the company's website.

Arch Capital Group (NASDAQ: ACGL) reported its Q4 2024 results with net income of $925 million ($2.42 per share), representing a 17.9% annualized return on equity. After-tax operating income was $866 million ($2.26 per share), with a 16.7% annualized operating return.

The quarter saw pre-tax catastrophic losses of $393 million, primarily from Hurricanes Milton and Helene, and $146 million in favorable development from prior year reserves. The combined ratio excluding catastrophic activity was 79.0%. The company executed share repurchases of $24 million and paid a special dividend of $1.9 billion ($5.00 per share).

Key financial metrics include: gross premiums written up 11.9% to $4.76 billion, net premiums written increased 17.1% to $3.82 billion, and net premiums earned rose 23.9% to $4.14 billion. Book value per share decreased 6.8% to $53.11 (1.9% increase excluding special dividend impact).

Arch Capital Group (NASDAQ: ACGL) has appointed Alexander 'Alex' Moczarski to its Board of Directors, effective immediately. Moczarski brings over 45 years of global insurance experience, having previously served as Chairman of Marsh McLennan Companies, International. His extensive career includes leadership positions at Guy Carpenter & Company, various international segments of Marsh McLennan, and AIG.

Moczarski's experience includes chairing Marsh India from 2016-2025 and serving as Global Director of the US India Business Council. He previously chaired Blue Marble Micro, an impact insurance incubator for the underserved, and currently serves as a Director of Independent Diplomat, a non-profit advisory group.

Arch Capital Group has promoted Prashant Nema to Executive Vice President (EVP) and Deputy Chief Operations Officer, effective immediately. Nema, who has served as EVP and Chief Information Officer (CIO) since 2020, will maintain his CIO responsibilities while adding oversight of Arch's Global Services Organization. He will continue reporting to Chris Hovey, Chief Operations Officer.

Since joining Arch in 2015, Nema has established resilient infrastructure, implemented enterprise-wide security practices, and integrated shared service desk operations across the group. Prior to Arch, he was Chief Technology Officer and Founder of a mobile commerce start-up and held senior IT roles at Silicon Valley Bank, including CIO from 2010 to 2013.

Arch Capital Group (NASDAQ: ACGL) has announced it will release its 2024 fourth quarter results after market hours on Monday, February 10. The company will host a conference call for investors and analysts at 11 a.m. ET on Tuesday, February 11. A live webcast will be available through the Investors section of the company's website, with a recording accessible approximately two hours after the event and archived for one year.