Arch Capital Group Reports Q3 2026 Financial Results

Arch Capital Group Ltd. (ACGL) Form 8-K Summary: Q3 2026 Results

Arch Capital Group Ltd. filed a Current Report on Form 8-K under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits), releasing its financial performance for the third quarter ended September 30, 2026.

Key Financial Highlights:

• Net Income Available to Common Shareholders: $1,025 million ($3.00 per diluted share), representing an 18.1% annualized return on average common equity, down from $1,340 million ($3.56 per share) in Q3 2025.
• After-Tax Operating Income: $910 million ($2.67 per diluted share), generating a 16.0% annualized operating return on average common equity, compared to $1,042 million ($2.77 per share) in Q3 2025.
• Underwriting Performance:
  • Gross Premiums Written: $5,391 million (-0.4% YoY)
  • Net Premiums Written: $3,845 million (-3.0% YoY)
  • Net Premiums Earned: $4,014 million (-6.3% YoY)
  • Underwriting Income: $702 million (-19.4% YoY)
  • Combined Ratio: 82.5%, compared to 79.8% in Q3 2025 (+2.7 percentage points).
  • Combined Ratio (ex-catastrophes and prior year development): 81.2% vs. 80.5% in Q3 2025.
• Catastrophe Losses & Reserve Development:
  • Pre-tax current accident year catastrophe losses, net of reinsurance and reinstatement premiums, were $234 million.
  • Favorable development in prior year loss reserves totaled $179 million.
• Capital Management & Book Value:
  • Repurchased $1.4 billion of common shares during the quarter.
  • Book value per common share stood at $67.90 at September 30, 2026, slightly down 0.2% compared to June 30, 2026.

Insider Activity Assessment:

• No insider securities transactions (Form 4 events) were disclosed in this filing; trading significance is rated Low.