ACGL

Over the past six months (April to October 2026), ACGL's stock price saw a -2.39% change, with a -0.82% fall in the past month. Key events included the Q1 2026 earnings report in April, where Arch Capital reported strong net income and operating income, along with significant share repurchases. In June 2026, the company completed a $2.0 billion public offering of senior notes. The Q2 2026 earnings report in July showed net income and operating income surpassing analyst expectations, but the stock fell due to management noting early signs of a softening insurance market, declining property catastrophe rates, and increased competition, despite further share repurchases. From September to October 2026, several analysts, including Cantor Fitzgerald, Morgan Stanley, and JPMorgan Chase & Co., cut their price targets on Arch Capital due to concerns about mortgage insurance. Additionally, insider selling amounted to $1,093,510 over the past three months.