Sharemaestro company-news research for Arch Capital Group Ltd. (ACGL), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
NASDAQ
United States
Measured evidence
Company news sentiment
Latest ACGL news and sentiment
Arch Capital Group Ltd.
Company headlines from the last 30 days, weighted by freshness, relevance, publisher quality and the strength of the wording. Price is shown separately.
30-day score52Neutral is 50
Balanced news tone
35/100 evidence confidence
94% direct company focus
46 current stories across 11 publishers
Current company news
Balanced news tone
The score uses 46 current company stories from 11 publishers.
Observed headline tone54/100
→
Published 30-day score52/100
Latest source headline
Mizuho Securities Adjusts Arch Capital Price Target to $100 From $104, Maintains Neutral Rating
marketscreener.com · 16 Sep 2026 11:50
Older, less relevant and less reliable stories count for less. Confidence is shown separately.
What supports the score
46 current stories are mapped specifically to ACGL.
The score uses 11 publishers rather than depending on one outlet.
The current stories agree at 86/100.
What limits the score
No major limit stands out.
52/100
News scoreBalanced news tone
35/100
Confidencethin evidence
94%/100
Company news46 company stories
86/100
Story agreement14/100 difference
News history
Daily score and story count over 30 days
20 Aug04 Sep18 Sep
News scoreStory count50 baseline
Confidence
How reliable the score is
Confidence uses the amount of news, separate publishers, direct company relevance, freshness and agreement. A high or low score is not automatically reliable.
Amount of evidence18
0.906 after freshness weightingSource breadth100
11 independent publishersCompany relevance94
share tied directly to this companyFreshness31
recency-weighted evidenceAgreement86
how closely stories agreePublisher mix57
less reliance on one publisherPrice and news history
Weekly price and news-score history
News tone and price action are not far from neutral.
26 completed price weeks25 comparable news-score weeks
One scoring method across the chart.Stored company headlines are recalculated at each weekly point with the current 30-day freshness weighting. Old published snapshots are left unchanged.
20 Mar16 Jun11 Sep
Weekly close, indexedSentiment score
WeekNews scoreCloseWeekly move
11 Sep 202655USD 96.09-2.0%
04 Sep 202653USD 98.1-0.7%
28 Aug 202655USD 98.84-0.6%
21 Aug 202661USD 99.39+0.7%
14 Aug 202659USD 98.71+0.2%
07 Aug 202657USD 98.48-2.0%
31 Jul 202656USD 100.53-2.7%
24 Jul 202654USD 103.36+2.0%
News subjects
What is shaping the score
Earnings5523 stories · 50%
Market update5213 stories · 28%
Analyst action497 stories · 15%
Capital return592 stories · 4%
Deals and strategy501 stories · 2%
Source mix
Where the evidence comes from
MarketBeat5715 stories · 33%
Zacks374 stories · 9%
Ad-hoc-news.de663 stories · 7%
simplywall.st533 stories · 7%
Stock Traders Daily503 stories · 7%
AD HOC NEWS632 stories · 4%
Insider Monkey612 stories · 4%
Recurring subjects
Subjects appearing most often
Financial Markets34Finance30Earnings30Insurance7Economy Macro3Earnings Growth3Valuation2Price Target2Estimate Revisions2Consensus Estimate2
Earlier readings
How the score has changed
Past and present use the same method.Each point recalculates the previous 30 days of stored company headlines with today's scoring rules. The original stored snapshots remain unchanged.
20 Jul50 neutral18 Sep 07:36
ConstructiveBalanced or withheldCautious
Changes in the stored score
Scores are rebuilt from stored headlines with the current 30-day method. Days with no change are collapsed.
| Observed | Score | Move | Confidence | Stories | Status |
|---|---|---|---|---|---|
| 18 Sep 07:36 | 52 | +0 | 32/100 (-4) | 46 (-4) | Provisional |
| 16 Sep 23:59 | 52 | -1 | 36/100 (-1) | 50 (+1) | Measured |
| 15 Sep 23:59 | 53 | -1 | 37/100 (0) | 49 (+1) | Measured |
| 14 Sep 23:59 | 54 | -2 | 37/100 (0) | 48 (+1) | Measured |
| 13 Sep 23:59 | 56 | +0 | 37/100 (-1) | 47 (-4) | Measured |
| 12 Sep 23:59 | 56 | +1 | 38/100 (+2) | 51 (-6) | Measured |
| 11 Sep 23:59 | 55 | +0 | 36/100 (0) | 57 (-5) | Measured |
| 10 Sep 23:59 | 55 | +0 | 36/100 (+1) | 62 (-3) | Measured |
Source headlines
The news behind the score
Only company-specific stories enter this score. The latest 30 days are shown newest first, with newer stories weighted more heavily and duplicate coverage combined.
#31—Not directional
ZacksDirect company coverageStored article
Why Is Arch Capital (ACGL) Down 3.7% Since Last Earnings Report?
It has been about a month since the last earnings report for Arch Capital Group (ACGL). Shares have lost about 3.7% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Arch Capital due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Arch Capital Group Ltd. before we dive into how investors and analysts have reacted as of late. ACGL Q2 Earnings Beat on Reserve Gains, Investment Inc
EarningsEarnings ReleaseEarnings ReportEstimate RevisionsFinanceFinancial Markets
- Published
- 27 Aug 2026 15:30
- News subject
- Earnings
- Why this score
- Beat expectations
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 21.7d old
- Duplicates
- 4 consolidated
#3257Tone
Simply Wall StreetDirect company coverageStored article
Arch Capital Group (ACGL) Pulls Back After A Strong Run But Is It Fully Valued
Arch Capital Group (ACGL) has experienced a recent share price pullback after a period of strong gains, leading to questions about its valuation. Analysts have a consensus price target of $109.84, suggesting the stock is currently undervalued at its last close of $100.72. However, the company faces risks such as potential catastrophe losses and increased competition, which could impact its future performance.
Financial Markets
- Published
- 26 Aug 2026 22:53
- News subject
- Market update
- Why this score
- Positive valuation view
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Low · 29/100
- 30-day weight
- <0.1% of the score · 22.4d old
- Duplicates
- 1 consolidated
#3330Tone
ZacksDirect company coverageStored article
ACGL's Insurance Segment Faces Competitive and Margin Pressures
Arch Capital Group Ltd.'s (ACGL) Insurance segment is experiencing significant pressure due to softer property pricing, higher catastrophe losses, and increased competition, leading to a sharp decline in underwriting income and a worsened combined ratio in Q2 2026. While the company maintains disciplined underwriting in casualty and specialty lines, the property market challenges are impacting premium growth and profitability. Despite an 11.3% gain in shares over the past year, ACGL appears overvalued, and its 2026 EPS and revenue estimates indicate a year-over-year decrease.
Catastrophe LossesConsensus EstimateEarningsEarnings Per ShareFinanceInsurance
- Published
- 25 Aug 2026 15:59
- News subject
- Earnings
- Why this score
- Margin Pressure, Deteriorating financial comparison, Negative valuation view
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 44/100
- 30-day weight
- 1.1% of the score · 23.7d old
- Duplicates
- 3 consolidated
#3459Tone
Ad-hoc-news.deDirect company coverageStored article
Arch Capital Group stock holds above $100 as investors digest recent gains
Arch Capital Group stock (ACGL) is trading just above $100 after a three-day winning streak, closing at $101.14 on August 24, 2026. This performance comes despite a mixed broader market, suggesting strong company-specific or sector-driven interest. An AI-based analysis indicates a price target of $102.42, implying the stock is near its fair value, with investors looking to upcoming earnings for further direction.
EarningsFinanceFinancial Markets
- Published
- 25 Aug 2026 12:20
- News subject
- Earnings
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Low · 34/100
- 30-day weight
- 0.6% of the score · 23.8d old
- Duplicates
- 1 consolidated
#3566Tone
MarketWatchDirect company coverageStored article
Arch Capital Group Ltd. stock underperforms Monday when compared to competitors despite daily gains
Shares of Arch Capital Group Ltd. (ACGL) rallied 1.76% to $101.14 on Monday, marking its third consecutive day of gains. Despite this rise, the stock underperformed compared to its competitors, with the Dow Jones Industrial Average rising and the S&P 500 Index falling during a mixed trading session.
FinanceFinancial Markets
- Published
- 24 Aug 2026 16:56
- News subject
- Market update
- Why this score
- Positive market reaction, Large positive market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 40/100
- 30-day weight
- <0.1% of the score · 24.6d old
- Duplicates
- 1 consolidated
#3641Tone
Ad-hoc-news.deDirect company coverageStored article
Arch Capital Group stock holds steady as consensus price target points above current levels
Arch Capital Group's stock is trading below the consensus price target of $111.11, despite recent analyst upgrades and a new $63.09 million institutional investment. Analysts maintain a "Hold" rating, but recent price target adjustments indicate incremental optimism for the insurer's earnings power and capital strength. The company's diversified business mix, including specialty insurance, reinsurance, and mortgage credit risk transfer, is expected to support earnings quality and help navigate market volatility.
EarningsEconomy MacroFinanceFinancial Markets
- Published
- 24 Aug 2026 06:36
- News subject
- Analyst action
- Why this score
- Missed expectations
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Low · 31/100
- 30-day weight
- <0.1% of the score · 25.0d old
- Duplicates
- 1 consolidated
#37—Not directional
MarketBeatDirect company coverageStored article
Davis Asset Management L.P. Makes New $63.09 Million Investment in Arch Capital Group Ltd. $ACGL
Davis Asset Management L.P. has acquired a new stake of 650,000 shares in Arch Capital Group Ltd., valued at approximately $63.09 million, making it their 21st largest holding. Other institutional investors have also adjusted their positions in Arch Capital Group, which currently has a consensus "Hold" rating from analysts with an average price target of $111.11. Recent insider transactions include sales by Director Brian S. Posner and CFO Francois Morin.
EarningsFinanceFinancial Markets
- Published
- 23 Aug 2026 09:13
- News subject
- Analyst action
- Why this score
- Institutional or insider buying
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 25.9d old
- Duplicates
- 1 consolidated
#3843Tone
Eastern ProgressDirect company coverageStored article
Stay Ahead of the Game With Arch Capital (ACGL) Q2 Earnings: Wall Street's Insights on Key Metrics
Wall Street analysts anticipate Arch Capital Group (ACGL) to report a 4.7% year-over-year decline in Q2 earnings to $2.46 per share, with revenues expected to drop 3.5% to $4.59 billion. The consensus EPS estimate has seen a 2% downward revision over the past month. Analysts have also provided specific metric projections, including a significant decrease in 'Revenues- Other income (loss)' and changes in various loss and expense ratios for the insurance and reinsurance segments.
EarningsFinanceFinancial Markets
- Published
- 22 Aug 2026 18:06
- News subject
- Earnings
- Why this score
- Large negative market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Low · 32/100
- 30-day weight
- 0.5% of the score · 26.6d old
- Duplicates
- 1 consolidated
#3942Tone
MarketBeatDirect company coverageStored article
Arch Capital Group (NASDAQ:ACGL) CFO Francois Morin Sells 11,010 Shares of Stock
Arch Capital Group's CFO, Francois Morin, sold 11,010 shares of company stock for approximately $1.09 million, reducing his stake by 5.62%. The company's shares are trading at $99.31, with a market capitalization of $33.89 billion. Arch Capital Group recently surpassed quarterly earnings expectations, and analysts maintain a "Hold" rating with an average price target of $111.11.
EarningsFinanceFinancial Markets
- Published
- 20 Aug 2026 21:51
- News subject
- Analyst action
- Why this score
- Institutional or insider selling
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Low · 27/100
- 30-day weight
- <0.1% of the score · 28.4d old
- Duplicates
- 1 consolidated
#4075Tone
Ad-hoc-news.deDirect company coverageStored article
Arch Capital Group stock holds firm after a July 28 earnings beat
Arch Capital Group (ACGL) stock maintained its position at $98.53 after beating second-quarter 2026 earnings and revenue estimates. The insurer reported $2.56 EPS and $4.67 billion in revenue, surpassing analyst consensus. Despite a slight year-over-year EPS decline, the company's strong net margin, return on equity, and $800 million stock repurchase reinforce its steady performance in specialty insurance, reinsurance, and mortgage insurance.
EarningsFinanceFinancial Markets
- Published
- 20 Aug 2026 18:23
- News subject
- Earnings
- Why this score
- Beat expectations
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 51/100
- 30-day weight
- 0.6% of the score · 28.6d old
- Duplicates
- 3 consolidated
#41—Not directional
Insider MonkeyDirect company coverageStored article
Arch Capital’s (ACGL) Valuation Supports Strategic Capital Allocation
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the "Madison Large Cap Fund". A copy of the letter can be downloaded here. In the second quarter, U.S. stock market indices achieved their best performance since 2020, driven largely by a narrow group of Artificial Intelligence-related stocks. As in the pandemic's early days, investors are fixated on who will benefit from AI, reminiscent of the late 1990s internet bubble. Against this backdrop, The Madison Large Cap Fund (class I) returned 8.4% in the second quarter of 2026, compared to a 15.2% inc
InsuranceShare Buyback
- Published
- 20 Aug 2026 14:23
- News subject
- Capital return
- Why this score
- The headline reports news without a clear direction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 28.7d old
- Duplicates
- 2 consolidated
#42—Not directional
SlipcaseDirect company coverageStored article
Arch Insurance International Appoints new head of Transactional Risk
Arch Insurance International has promoted Roger Moniz to Head of Transactional Risk, effective immediately. Based in Bermuda, Moniz will be responsible for expanding Arch's transactional risk portfolio, which includes coverage for representations and warranties, warranty and indemnities, and tax insurance risks across its international platform. He reports to Matt Smith, Managing Director, Arch Insurance Bermuda, and will also collaborate with Maggie Munns, Head of Executive Assurance, Arch Insurance International.
FinanceMergers And Acquisitions
- Published
- 20 Aug 2026 11:37
- News subject
- Deals and strategy
- Why this score
- Strategic partnership
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 28.8d old
- Duplicates
- 2 consolidated
#43—Not directional
MarketBeatDirect company coverageStored article
Madison Asset Management LLC Takes $368.81 Million Position in Arch Capital Group Ltd. $ACGL
Madison Asset Management LLC has acquired a significant new stake in Arch Capital Group Ltd. (NASDAQ:ACGL) during the second quarter, purchasing nearly 3.8 million shares valued at approximately $368.81 million. This makes Arch Capital Group the largest holding in Madison Asset Management's investment portfolio, representing 4.4% of their total investments. Other institutional investors have also adjusted their holdings, and analysts have issued various ratings and price targets for the company.
EarningsFinanceFinancial Markets
- Published
- 20 Aug 2026 11:09
- News subject
- Earnings
- Why this score
- Institutional or insider buying
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 28.9d old
- Duplicates
- 1 consolidated
#4481Tone
AD HOC NEWSDirect company coverageStored article
Arch Capital Group stock edges higher as investors digest earnings beat and catastrophe sidecar move
Arch Capital Group (ACGL) stock traded slightly higher at $99.02, as investors reacted to an earnings beat and new capital moves in its catastrophe reinsurance sidecar platform, Voussoir Re. Despite slower premium growth, the company expanded margins, and the new sidecar issuance helps manage catastrophe exposure and supports additional underwriting. Analysts see a potential upside of approximately 12% from the current price, with average targets ranging from $111.11 to $111.87 per share.
EarningsEconomy MacroFinanceFinancial Markets
- Published
- 19 Aug 2026 16:06
- News subject
- Earnings
- Why this score
- Beat expectations
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- High · 58/100
- 30-day weight
- 0.5% of the score · 29.6d old
- Duplicates
- 1 consolidated
#45—Not directional
StocktwitsDirect company coverageStored article
Arch Capital Group Ltd (ACGL) News, Articles, Events & Latest Updates
This page provides a collection of recent news articles and updates concerning Arch Capital Group Ltd (ACGL). The articles cover topics such as ACGL's market performance, comparisons to industry peers, and financial results of related insurance companies. It highlights ACGL's strong underwriting and investment income, while also noting challenges like softer property pricing and catastrophe risks.
EarningsFinanceFinancial Markets
- Published
- 19 Aug 2026 15:36
- News subject
- Earnings
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 29.7d old
- Duplicates
- 1 consolidated
#46—Not directional
Artemis.bmDirect company coverageStored article
Arch Capital’s Voussoir Re sidecar issues 10,760 Series 2026-9 preferred shares
Arch Capital has issued 10,760 Series 2026-9 preferred shares through its Voussoir Re Ltd. sidecar, continuing its strategy of using the collateralized reinsurance vehicle to facilitate third-party investor access to its underwriting returns. These non-voting, redeemable shares, listed on the Bermuda Stock Exchange, are privately placed with qualified investors. Voussoir Re remains a core component of Arch Capital's third-party capital activities, enabling investment in various reinsurance business underwritten by Arch.
FinanceFinancial Markets
- Published
- 19 Aug 2026 11:19
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 29.8d old
- Duplicates
- 1 consolidated
Earlier company news
ACGL news archive
Stored newest first for historical research. It starts after the newest three pages above and then continues through older news. Each archive page is loaded only when it is opened.
Older news is kept in the archive
There are 131 older ACGL headlines. Open one page at a time when you need them.
Open older archiveProvider matches checked
Provider mentions not used in the score
A news provider linked these stories to ACGL, but the headline and available text are not mainly about Arch Capital Group Ltd.. They are kept here for transparency and do not affect the score, confidence, history or wider market totals.
Provider mentions are kept separate
Open the list to see which provider matches were checked and left out of ACGL sentiment.
Open provider mentionsHow the page works
How to read the score
It describes the weighted balance of qualifying headlines. A score of 50 can mean balanced news or that there is not enough evidence; the status label explains which.
Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme.
Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.
It measures news already published. It is not a forecast, recommendation or price target.