Arch Capital's Measured Underwriting Is Underappreciated

2026-02-10 01:44:41 ET

Shares of Arch Capital Group ( ACGL ) have been a modest performer over the past year, gaining 6%. While Arch has delivered solid underwriting results, share price appreciation has been limited by slower growth, underwriting margin fears, and higher Bermuda taxes. Feeling these concerns are overstated, I rated Arch a “ B uy” when I last covered shares in November . Since then, the stock has gained 4%, keeping pace with the market, though shares remain stubbornly below my $105-110 target. With updated financials, now is a good time to revisit ACGL to see if performance can improve or if shares are likely to languish further....

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