Arch Capital Group (ACGL) delivered mixed results in Q1 FY2026 on revenue of $4.3B versus the $4.6B estimate (-5.0% YoY) and EPS of $2.50. The next Arch Capital Group (ACGL) earnings date is Jul 28, 2026. Below is the full Arch Capital Group earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Arch Capital Group (ACGL) Earnings Analysis — key stats
Next earnings date
Jul 28, 2026
Latest reported quarter
Q1 FY2026
Earnings verdict
Mixed
EPS beat rate
6 of last 8 (quarters above estimate)
Avg next-day move
±2.9% (over the last 8 reports)
Post-earnings direction
Up 0 / Down 8 (of the last 8 reports)
Implied move (next report)
±6.0% (options-derived · into Jul 28, 2026)
Institutional ownership
86.1% (13F as of 2026-03-31)
Top 10 holders
43.0% (of shares outstanding)
Insider activity
9 buys / 3 sells (recent Form 4 filings)
Revenue
$4.3B (vs $4.6B est · -4.5% surprise · -5.0% YoY)
EPS
$2.50 (vs $2.48 est · +0.8% surprise · +90.7% YoY)
Share price
$101.81 (-0.4%)
Market cap
$35.6B
Arch Capital Group (ACGL) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q2 2026
$4.3B vs $4.6B est
$2.50 vs $2.48 est
+0.8%
-3.8%
Mixed
Q1 2026
$3.6B vs $4.2B est
$2.98 vs $2.59 est
+15.1%
-3.1%
Mixed
Q4 2025
$5.0B vs $4.5B est
$2.77 vs $2.26 est
+22.6%
-2.8%
Beat
Q3 2025
$5.2B vs $4.3B est
$2.58 vs $2.30 est
+12.2%
-1.0%
Beat
Q2 2025
$4.6B vs $4.6B est
$1.54 vs $1.32 est
+16.7%
-0.6%
Mixed
Q1 2025
$4.5B vs $4.0B est
$2.26 vs $1.90 est
+18.9%
-4.2%
Beat
Q4 2024
$4.6B vs $3.9B est
$1.99 vs $1.96 est
+1.5%
-6.0%
Mixed
Q3 2024
$4.1B vs $3.9B est
$2.57 vs $2.21 est
+16.3%
-1.3%
Beat
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
BLACKROCK, INC.
8.5%
31.4M
$3.0B
-1.2%
ARTISAN PARTNERS LIMITED PARTNERSHIP
6.1%
22.7M
$2.2B
-2.5%
—
6.1%
22.6M
$2.2B
+100.0%
BAMCO INC /NY/
4.5%
16.7M
$1.6B
-7.1%
STATE STREET CORP
4.4%
16.3M
$1.6B
-1.2%
—
4.0%
14.7M
$1.4B
+100.0%
WCM INVESTMENT MANAGEMENT, LLC
3.4%
12.6M
$1.2B
-5.1%
GEODE CAPITAL MANAGEMENT, LLC
2.9%
10.6M
$1.0B
+1.1%
JPMORGAN CHASE & CO
1.8%
6.8M
$648.5M
+0.6%
NORTHERN TRUST CORP
1.2%
4.5M
$429.3M
-3.5%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
PASQUESI JOHN M
director, other: CHAIR
2026-06-11
Buy
1.0M
—
PASQUESI JOHN M
director, other: CHAIR
2026-06-11
Sell
1.0M
—
Posner Brian S
director
2026-06-03
Sell
3K
$58980
Posner Brian S
director
2026-05-11
Sell
2K
$34283
Triplett Neal F
director
2026-05-05
Buy
1K
—
Triplett Neal F
director
2026-05-05
Buy
2K
—
Posner Brian S
director
2026-05-05
Buy
2K
—
MOCZARSKI ALEXANDER S
director
2026-05-05
Buy
2K
—
What you'll find
Next Arch Capital Group (ACGL) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Arch Capital Group reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Arch Capital Group (ACGL)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Arch Capital Group's next earnings date?
Arch Capital Group's (ACGL) next scheduled earnings date is Jul 28, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Arch Capital Group (ACGL) beat or miss earnings?
In Q1 FY2026, Arch Capital Group (ACGL) posted mixed results — revenue of $4.3B versus the $4.6B estimate (-4.5% surprise) and EPS of $2.50 versus $2.48 expected (+0.8% surprise). Magnisto decodes every Arch Capital Group (ACGL) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Arch Capital Group beat earnings estimates?
Over its last 8 reported quarters, Arch Capital Group (ACGL) beat Wall Street EPS estimates 6 times, most recently a mixed result in Q2 2026. Magnisto tracks every Arch Capital Group (ACGL) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Arch Capital Group stock move after earnings?
Over its last 8 quarterly reports, Arch Capital Group (ACGL) moved an average of ±2.9% the day after earnings. The stock rose after 0 of those 8 reports and fell after 8. Heading into its next report on Jul 28, 2026, options-implied volatility is pricing in a move of roughly ±6.0% (derived). Magnisto tracks the realized post-earnings move for every Arch Capital Group (ACGL) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Arch Capital Group?
Institutions hold about 86.1% of Arch Capital Group's (ACGL) shares outstanding as of the 2026-03-31 13F quarter. Its largest institutional holders include BLACKROCK, INC. (8.5%), ARTISAN PARTNERS LIMITED PARTNERSHIP (6.1%), — (6.1%). Magnisto lists Arch Capital Group's (ACGL) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Arch Capital Group (ACGL)?
In the most recent Form 4 filings Magnisto tracks, Arch Capital Group (ACGL) insiders recorded 9 purchases and 3 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Arch Capital Group (ACGL) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Arch Capital Group (ACGL), anchored to the current $101.81 share price, so you can weigh the bull, base and bear cases for Arch Capital Group side by side.
Is Arch Capital Group (ACGL) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Arch Capital Group fits your own thesis and risk profile. This is research, not investment advice.