收购交易 - Arch Insurance North America完成了收购Allianz的美国MidCorp和Entertainment保险业务的交易，价值4.5亿美元现金，旨在扩大其在中市场财产和意外伤害领域的业务[1] - ACGL估计这次收购将从2025年开始对每股收益和ROE产生增值效应，每年的增值保费约为14亿美元，预计在短期内的合并比率和费用会有所增加，但长期目标是保持在低90的合并比率[3] - 大约500名专业人士，包括承保人员和索赔专家，从Allianz的MidCorp和Entertainment部门将加入Arch Insurance的团队，这次收购不仅扩大了Arch Capital的人才库，也强化了其对客户导向文化的承诺[4]

收购交易详情 - Arch Capital Group宣布将以4.5亿美元收购德国安联旗下Fireman's Fund Insurance的两家保险业务[1] - 交易将使Arch Capital Group获得安联的美国MidCorp和Entertainment保险业务，估计需要14亿美元的资本支持[3] - 收购MidCorp业务将显著扩大公司在美国中市场的影响力，而收购Entertainment业务将补充Arch Insurance现有的专业产品组合[5]

Arch Capital Group (ACGL)盈利预期 - Arch Capital Group (ACGL)最近被升级为Zacks Rank 2 (Buy)，这是因为其盈利预期呈上升趋势[1] - Zacks评级系统主要跟踪卖方分析师对公司当前和未来年度盈利预期的共识估计，这对股价有着重要影响[2] - 机构投资者使用盈利和盈利预期来计算公司股票的公允价值，盈利预期的变化会直接影响股价[5] - Arch Capital的盈利预期上升和评级升级基本上意味着公司基础业务的改善，投资者对这种改善的认可应推动股价上涨[6] - Zacks评级系统利用盈利预期修订的力量，对股票进行分类，其Zacks Rank 1 (Strong Buy)股票自1988年以来的平均年回报率为+25%[8] - 对于截至2024年12月的财年，Arch Capital预计每股盈利为7.98美元，较去年同期报告数字下降5.6%[9] - 过去三个月，分析师一直在稳步提高对Arch Capital的盈利预期，公司的Zacks Consensus Estimate增长了2%[10] - Arch Capital被升级为Zacks Rank 2，位于Zacks覆盖股票中前20%，暗示股价可能在短期内上涨[13]

A month has gone by since the last earnings report for Arch Capital Group (ACGL) . Shares have added about 4.2% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Arch Capital due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Arch Capital Q4 Earnings and Revenues Beat ...

公司业绩 - 公司拥有良好的资本位置和业务机会，持续推动业绩增长[2] - 过去五年，公司的盈利增长率达到32.3%，高于行业平均水平[2] - 公司的净资产收益率为21.9%，高于行业平均水平[3] - 公司的VGM评分为B，增长评分也为B，显示出公司的增长前景良好[4] 投资回报 - 过去几个季度，公司的投资回报率不断提高，反映出公司有效利用资金产生收入的能力[5] - 公司的资产投资基础不断增长，固定收益投资组合的新资金利率为4.5-5%，将有助于投资收入[9] 未来展望 - 分析师对公司未来的盈利表现持乐观态度，2024年和2025年的盈利预期均有所上升[6] - 公司的多元化业务和稳健的产品组合为其提供了盈利稳定性[7] 成长策略 - 公司通过国际扩张和战略收购实现了有机增长[8] - 公司的坚实资产负债表和高流动性保护了其免受市场波动的影响[10]

PEMBROKE, Bermuda--(BUSINESS WIRE)--Arch Reinsurance Group (the Company) today announces the promotions of three senior executives, effective April 1, 2024: Jerome Halgan, Vanessa Hardy Pickering and Lester Pun. Details of the promotions are as follows: Jerome Halgan will be President and Chief Underwriting Officer of Arch Reinsurance Group, in addition to maintaining his role as CEO of Arch Reinsurance Ltd. (Arch Re Ltd.). In this expanded role, he will also oversee underwriting strategy, operations and ap ...

OLDWICK, N.J.--(BUSINESS WIRE)--AM Best has affirmed the Financial Strength Rating (FSR) of A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aa-” (Superior) of Arch Reinsurance Ltd. (Arch) (Bermuda) and its strategic affiliates. Concurrently, AM Best has affirmed the Long-Term ICRs of “a-” (Excellent) and the Long-Term Issue Credit Ratings (Long-Term IRs) of Arch Capital Group Ltd. (Arch Capital) (Bermuda) [NASDAQ: ACGL], the ultimate holding company; Arch Capital Group (US) Inc (De ...

One stock that might be an intriguing choice for investors right now is Arch Capital Group Ltd. (ACGL) . This is because this security in the Insurance - Property and Casualty space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective. This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably taki ...

Berkshire Hathaway Inc. (BRK.B) delivered fourth-quarter 2023 operating earnings of $8.5 billion, which increased 28% year over year. The increase was driven by higher earnings in Insurance-underwriting and Insurance-investment income. Behind the Headlines Costs and expenses increased 20.5% year over year to $321.1 billion, largely due to an increase in expenses at Insurance and Other as well as Railroad, Utilities and Energy. Operating earnings from the Railroad business decreased 7.7% year over year to $1 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year EndedDecember 31, 2023 Commission File No.001-16209 ARCH CAPITAL GROUP LTD. (Exact name of registrant as specified in its charter) Bermuda 98-0374481 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer ...