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AI brief of an SEC Form 8-K · Arch Capital (ACGL)

Arch Capital Q3 net income falls to $1.0 billion, or $3.00 per share

Negative Impact 3 of 5 earnings

Arch Capital Group reported third-quarter 2026 net income available to common shareholders of $1.0 billion, or $3.00 per diluted share, down from $1.3 billion, or $3.56, a year earlier. Operating earnings per share fell to $2.67 from $2.77, and underwriting income dropped 19.4% to $702 million, so profit and underwriting results both declined. The company also repurchased $1.4 billion of its shares during the quarter.

Key points

  • Net income of $1.0 billion, or $3.00 per diluted share, versus $1.3 billion, or $3.56, in the third quarter of 2025; annualized return on average common equity was 18.1%, versus 23.8%
  • Underwriting income of $702 million, down from $871 million; combined ratio rose to 82.5% from 79.8%
  • Current accident year catastrophic losses of $234 million, including losses related to the Iran conflict; favorable prior year reserve development of $179 million
  • Share repurchases of $1.4 billion; book value per common share was $67.90 at September 30, 2026, down 0.2% from June 30, 2026

The filing

CompanyArch Capital (ACGL)
Form8-K, current report
Filed with the SECOct 27, 2026, 4:06 PM ET
Accession number0000947484-26-000128

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.