Mizuho cuts target for Arch Capital Group stock to USD 100

Published on 10/02/2026 at 12:12 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Arch reported USD 1.0 billion net income in the second quarter. Arch Capital Group stock costs EUR 84.12 on October 2, 2026 versus EUR 83.84.

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Arch Capital Group (ISIN BMG0450A1053) stock was trading at EUR 84.12 at Lang & Schwarz on October 2, 2026 at 12:05 p.m. CEST, plus 0.33 percent versus the prior close of EUR 83.84. Mizuho Securities cut its price target from USD 104.00 to USD 100.00 and maintained a Neutral rating on September 16, 2026, according to Marketscreener.

Mizuho trims its valuation view

The revised USD 100.00 target places Mizuho's assessment below the USD 111.39 average target shown in Yahoo Finance's analyst data on October 1, 2026. That contrast matters because Arch Capital's latest market price in the primary listing currency was USD 94.26 on Nasdaq at the October 1 close, while the euro reference price comes from Lang & Schwarz.

Arch Capital's second-quarter results provide the operating backdrop. Business Wire reported on September 28, 2026, that net income available to Arch common shareholders was USD 1.0 billion, or USD 3.00 per share, in the second quarter of 2026, compared with USD 1.2 billion and USD 3.23 per share in the second quarter of 2025. The annualized net income return on average common equity was 18.0 percent.

Results date sets the next test

Business Wire said Arch expects to release third-quarter 2026 results after the regular market close on October 27, 2026, followed by a conference call at 10:00 a.m. ET on October 28, 2026. The timetable gives the next results release a clear role in testing underwriting profitability after the second-quarter decline in net income.

Arch Capital Group operates through insurance, reinsurance and mortgage insurance businesses. Its balance sheet totaled USD 85.2 billion at June 30, 2026, while operating cash flow was USD 1.3 billion in the second quarter of 2026.

Arch Capital stock stays near its range

Arch Capital's Nasdaq 52-week range was USD 82.45 to USD 107.09 as of October 1, 2026, with a market capitalization of USD 32.9 billion. The Lang & Schwarz move is modest, so the key near-term comparison remains the gap between the current operating results, Mizuho's lower target and the October reporting date.

Arch Capital stock was trading at EUR 84.12 at Lang & Schwarz on October 2, 2026 at 12:05 p.m. CEST, plus 0.33 percent versus the prior close of EUR 83.84. The further course of trading is shown by the continuously updated real-time quote of Arch Capital Group stock.