Arch Capital Group's Insurance segment saw underwriting income plunge 79.1% to $27 million in the second quarter of 2026, as softer property pricing, higher catastrophe losses and increased competition weighed on results. The segment's combined ratio worsened 510 basis points to 98.5%, while net premiums written fell 5.1% to $1.93 billion, partly due to reduced exposure to certain excess and surplus property business. The company continues to see resilience in several casualty and specialty lines, which is helping offset some pressure from the property market. The Zacks Consensus Estimate for Arch Capital's 2026 earnings per share indicates a year-over-year decrease of 4%, with revenues pegged at $17.76 billion, implying a 5.5% decline. The stock currently carries a Zacks Rank #3 (Hold).
Arch Capital Group Ltd.Underwriting income fell 79.1% and combined ratio worsened to 98.5%.
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