ARCH CAPITAL GROUP LTD. — Form 8-K
Filed July 28, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 28/100
What the filing says
Arch Capital reported Q2 2026 net income of $1.047 billion ($3.00 per share), down 14.7% YoY from $1.227 billion ($3.23 per share). The company issued $2.0 billion in senior notes ($600M at 5.250% due 2036, $1.4B at 5.950% due 2056) in June 2026, and repurchased $1.2 billion of shares. Combined ratio was 83.5% vs 81.2% YoY; adjusted combined ratio (ex-cats/prior development) was 82.5% vs 80.9%. Book value per share grew 2.8% to $68.04.
Why this rating
Routine quarterly earnings with modest underwriting underperformance and normal capital management (debt issuance and buybacks). Event is small relative to $33B market cap.
See more from July 28, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.