Markets· August 17, 2026 at 03:59 p.m.
Arch Capital Group Underperforms Despite Strong Earnings and Analyst Optimism
Key takeaways
- Arch Capital Group Ltd. has underperformed the broader market over the past year
- The company reported strong Q2 earnings with an adjusted EPS of $2.56
- Net premiums written decreased by 6.9% year over year to $4 billion
Arch Capital Group Ltd., a Bermuda-based insurance giant, has underperformed the broader market over the past year, gaining 9.4% compared to the S&P 500 Index's nearly 20.4% rally. In 2026, ACGL stock is up 3.4%, while the SPX has risen by 13.7%. Despite this underperformance, the company reported strong earnings in Q2 2022, with an adjusted EPS of $2.56 that beat analyst expectations. However, its net premiums written decreased by 6.9% year over year to $4 billion. For the current fiscal year, ending in December, analysts expect a 4% decline in ACGL's EPS to $9.45 on a diluted basis.
