Arch Capital Group stock heads toward October results

Published on 10/05/2026 at 23:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Arch Capital Group stock was last at USD 94.36 on October 5, 2026, after a 0.81 percent session gain. Third-quarter results are due October 27.

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Arch Capital Group (ISIN BMG0450A1053) was last at USD 94.36 on Nasdaq on October 5, 2026, at 4:00 p.m. ET, up 0.81 percent. The company will publish its third-quarter 2026 results on October 27 after regular trading hours, according to Arch Capital Group in a release dated September 28, 2026.

October 27 sets the next test

The upcoming release will give investors the next detailed view of underwriting, investment income and capital development after the second quarter. The company scheduled its conference call for October 28, 2026, at 10:00 a.m. ET, according to Arch Capital Group.

The September 28 release also reported USD 28.3 billion in capital as of June 30, 2026. Arch Capital is part of the S&P 500 Index and operates across insurance, reinsurance and mortgage insurance, according to Arch Capital Group.

Second-quarter earnings set the base

For the second quarter of 2026, Arch reported USD 1.0 billion in net income available to common shareholders and GAAP EPS of USD 3.00. The result compared with USD 1.2 billion and USD 3.23 per share in the second quarter of 2025, while the annualized net income return on average common equity was 18.0 percent, according to Arch Capital Group.

The quarterly revenue figure was USD 4.668 billion, up from USD 4.521 billion in the first quarter of 2026. Operating cash flow reached USD 1.322 billion in the second quarter, compared with USD 1.188 billion in the first quarter, giving the October report two clear comparison points.

Consensus target sits above the stock

The analyst consensus is Hold, based on seven Hold ratings, six Buys and one Sell among 14 analysts. The average 12-month price target is USD 110.82, which lies 17.4 percent above the October 5 price of USD 94.36, according to MarketBeat on October 4, 2026.

That average masks a spread of views. Royal Bank of Canada raised its target from USD 115.00 to USD 120.00 on July 30, 2026, while Keefe, Bruyette & Woods cut its target from USD 102.00 to USD 99.00 on July 8, 2026, according to MarketBeat. Arch's own risk disclosure highlights loss severity, reserve adequacy and catastrophe events as factors that can affect results, according to Arch Capital Group.

Stock value and yearly range

Arch Capital Group stock was last at USD 94.36 on Nasdaq on October 5, 2026, with a market capitalization of USD 33.0 billion. The price stood 11.9 percent below the 52-week high of USD 107.09 and above the 52-week low of USD 82.45.