Arch Cap Group Ltd Stock Price, News & Analysis

Arch Insurance North America (NYSE:ACGL) has appointed Jeff Kaufmann as Executive Vice President and Head of Marine, effective July 7, 2025. Kaufmann, who brings 35 years of experience in Ocean Marine and Inland Marine, will establish Arch's U.S. Marine product offerings and build a specialized underwriting team.

Kaufmann joins from MSIG USA where he served as EVP and Head of Marine. Based in New York, he will report to Valerie Turpin, Chief Underwriting Officer, Property. The appointment aims to address customer demand for comprehensive Marine solutions and establish Arch as a significant provider in the Marine insurance space.

Arch Capital Group (NASDAQ: ACGL) has scheduled the release of its 2025 second quarter financial results after market hours on Tuesday, July 29, 2025. The company will host a conference call for investors and analysts the following day, Wednesday, July 30, at 10:00 a.m. ET.

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

Arch Reinsurance Group has announced three key leadership promotions. William Soares has been elevated to President of Arch Reinsurance Ltd., where he will oversee operational departments while maintaining his underwriting duties. Pierre Jal has been appointed President of Arch Reinsurance Europe Underwriting dac, responsible for the company's underwriting mandate and strategy, including Arch Syndicate 1955 at Lloyd's. David Seyller has been promoted to Chief Underwriting Officer of Arch Re Europe, taking over Jal's previous position to lead property and casualty, agriculture, and structured underwriting teams. Both Soares and Jal will report to Jerome Halgan, President and Chief Underwriting Officer of Arch Reinsurance Group, while Seyller will report to Jal. The promotions reflect the company's focus on strengthening its leadership team and positioning for future growth opportunities.

Arch Mortgage Insurance Company (Arch MI) has announced a strategic integration with Wilqo to incorporate insurance rate quote capabilities into their Charlie platform. This integration allows lenders to access Arch MI RateStar® risk-based pricing seamlessly during the mortgage lending process. The partnership aims to streamline what was previously a disconnected process, enabling lenders to close loans more efficiently and help borrowers achieve homeownership faster. Arch MI becomes the first mortgage insurer to integrate directly with Wilqo's Charlie platform, marking a significant step in modernizing the mortgage lending workflow.

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).