Arch Capital (NASDAQ: ACGL) lifts share repurchase pool to $2.3B

Rhea-AI Filing Summary

Arch Capital Group Ltd. expanded its existing share repurchase authorization by $2.0 billion on September 4, 2025. After this increase and share repurchases completed during the third quarter of 2025, the company reports that approximately $2.3 billion of capacity remains available under its buyback program as of that date. Repurchases may occur from time to time in open-market or privately negotiated transactions, and the timing and size of any purchases will depend on factors such as market conditions and corporate and regulatory considerations.

Insights

Equity Capital Allocation Analyst

Arch Capital adds $2.0B to its share buyback capacity, leaving $2.3B authorized for future repurchases.

Arch Capital Group Ltd. has increased the authorization for its existing share repurchase program by $2.0 billion. Following this increase and third-quarter 2025 repurchases, the company now has approximately $2.3 billion of remaining capacity under the program as of September 4, 2025. Repurchases can be executed in open-market or privately negotiated transactions.

This type of authorization gives management flexibility to return capital by buying back common shares when conditions appear favorable. Actual impact will depend on how much of the $2.3 billion is ultimately used, at what prices, and over what period. The company notes that decisions on timing and amount of repurchases will take into account market conditions and corporate and regulatory considerations.

8-K Event Classification

Item 8.01 — Other Events

1 item

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Understanding 8-K Material Events →

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

Current Report Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

September 4, 2025

Date of Report (Date of earliest event reported) 

Arch Capital Group Ltd.

(Exact name of registrant as specified in its charter)

Bermuda

001-16209

98-0374481

(State or other jurisdiction of incorporation or organization)

(Commission File Number)

(I.R.S. Employer Identification No.)

Waterloo House, Ground Floor, 100 Pitts Bay Road, Pembroke HM 08, Bermuda

(Address of principal executive offices) (Zip Code)

Registrant’s telephone number, including area code:

(441) 278-9250

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Exchange Act:

Title of each class

Trading Symbol (s)

Name of each exchange on which registered

Common shares, $0.0011 par value per share

ACGL

NASDAQ

Stock Market

Depositary shares, each representing a 1/1,000th interest in a 5.45% Series F preferred share

ACGLO

NASDAQ

Stock Market

Depositary shares, each representing a 1/1,000th interest in a 4.55% Series G preferred share

ACGLN

NASDAQ

Stock Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

    Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  o

ITEM 8.01    Other Events.

On September 4, 2025, Arch Capital Group Ltd. (the “Company”) increased its authorization for its existing share repurchase program by $2.0 billion, which, as in the past, may be effected from time to time in open market or privately negotiated transactions. After taking into account this increased authorization and recent share repurchases during the third quarter of 2025, approximately $2.3 billion of share repurchases are available under the program as of September 4, 2025. The timing and amount of the repurchase transactions under this program will depend on a variety of factors, including market conditions and corporate and regulatory considerations.

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			ARCH CAPITAL GROUP LTD.
Date: September 5, 2025			By:			/s/ François Morin
						Name:			François Morin
						Title:			Executive Vice President, Chief Financial Officer and Treasurer

3

FAQ

What did Arch Capital Group Ltd. (ACGL) announce in this 8-K?

Arch Capital Group Ltd. increased the authorization for its existing share repurchase program by $2.0 billion. After this change and recent third-quarter 2025 buybacks, about $2.3 billion of repurchases remained available as of September 4, 2025.

How much share repurchase capacity does Arch Capital (ACGL) have after the increase?

After increasing its authorization and accounting for third-quarter 2025 repurchases, Arch Capital reports approximately $2.3 billion of remaining capacity under its share repurchase program as of September 4, 2025.

How will Arch Capital (ACGL) execute its share repurchases?

The company states that buybacks under the program may be carried out from time to time in open-market transactions or privately negotiated transactions.

What factors will influence Arch Capital’s future share repurchases?

Arch Capital notes that the timing and amount of repurchase transactions will depend on several factors, including market conditions and corporate and regulatory considerations.

Does the 8-K say Arch Capital (ACGL) must use the entire $2.3B authorization?

No. The company has authorization of about $2.3 billion for repurchases as of September 4, 2025, but the actual timing and amount of any buybacks will vary based on market, corporate, and regulatory factors.