Mizuho cuts target for Arch Capital Group stock to USD 100

Published on 10/07/2026 at 05:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Mizuho cut its target from USD 104 to USD 100 on September 16, 2026. Arch Capital Group stock had EUR 83.90, its prior close, on October 5, 2026.

Pop-Art-Comic von zwei Versicherungsmaklern beim Vertragsabschluss mit Risiko-Symbolen — Arch Capital Group BMG0450A1053 Pop-Art-Comic zeigt Versicherungsbroker mit Handschlag und Risikosymbolen in Sprechblasen, Illustration mit AI erstellt.

Mizuho Securities cut its Arch Capital Group price target from USD 104 to USD 100 on September 16, 2026, while maintaining a Neutral rating, according to MarketScreener. The move gives Arch Capital Group stock a fresh analyst reference as investors assess underwriting conditions before the next report.

Target cut meets mixed underwriting signals

Zacks reported that Arch Capital posted an 82.50 percent accident-year combined ratio excluding catastrophes in the second quarter of 2026. The same analysis put second-quarter net investment income at USD 417.0 million, up from USD 405.0 million in the second quarter of 2025.

The counterweight was catastrophe exposure. Zacks reported USD 201.0 million of catastrophe losses in the second quarter of 2026, which pushed the combined ratio to 98.50 percent and reduced underwriting income to USD 27.0 million.

Capital returns strengthen the picture

Arch Capital generated USD 1.32 billion of net cash from operating activities in the second quarter of 2026, an increase of 17.60 percent from the second quarter of 2025, according to Zacks. The insurer also repurchased USD 1.20 billion of shares in that quarter, bringing first-half 2026 buybacks to USD 1.92 billion.

Finance data put Arch Capital's market capitalization at USD 33.1 billion as of October 6, 2026. Its 52-week range was USD 82.45 to USD 107.09, leaving the prior close below the midpoint of that range and keeping the market valuation tied to both capital returns and underwriting performance.

October 27 results set the next test

Arch Capital said it expects to release its 2026 third-quarter results after regular market hours on October 27, 2026, with an analyst and investor conference call scheduled for October 28, 2026. Business Wire identified Arch Capital as a Nasdaq-listed company and a member of the S&P 500 Index.

For the German market perspective, the Lang & Schwarz data set showed a prior close of EUR 83.90 for Arch Capital Group stock on October 5, 2026. The security's identity is corroborated by Onvista, which lists ISIN BMG0450A1053 and ticker ACGL.

The further course of trading is shown by the continuously updated real-time quote of Arch Capital Group stock.