Arch Capital Group (ACGL) reported $4.75 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 4.4%. EPS of $2.98 for the same period compares to $2.26 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $4.66 billion, representing a surprise of +1.97%. The company delivered an EPS surprise of +19.47%, with the consensus EPS estimate being $2.49.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...

Group 1: Technology Sector Performance - The technology sector showed signs of recovery, with a 1.5% increase, but remains down 2% over the last 10 days, indicating volatility in the market [1][2][3] - The semiconductor sector performed relatively well, with notable gains: Intel up 18%, ARM up 8%, and Western Digital up 18%, while AMD and Qualcomm saw declines of 14% and 10% respectively [2] - Software stocks faced significant losses, with major players like Microsoft down 12%, SAP and Oracle down 14%, and Atlassian down 34%, suggesting ongoing challenges in this segment [3][14] Group 2: Economic Indicators and Market Reactions - The dollar index showed a decline of 0.8%, indicating potential implications for commodities and stocks, with concerns about interest rates and fiscal sustainability [5][6][8] - Upcoming economic reports, including job market data and consumer inflation, are expected to create volatility, with a medium forecast of 70,000 job creations but a wide range of estimates from -10,000 to 135,000 [29][30] - The Federal Reserve is anticipated to maintain a cautious approach, with expectations of rate cuts later in the year, which could support equity markets [102][104] Group 3: Investment Opportunities in Women's Sports - Ariel Investments Project Level successfully completed a funding round of $250 million, emphasizing the growing commercial viability of women's sports [77] - The investment strategy focuses on building a sustainable ecosystem around women's sports, including teams and related businesses, to enhance profitability and player salaries [86][90] - The ongoing negotiations in women's sports leagues, such as the WNBA, reflect the increasing economic potential and recognition of player value, indicating a shift in the market dynamics [93][95] Group 4: Market Volatility and Technical Analysis - The S&P 500 bounced off the 100-day moving average, indicating a potential recovery, with a focus on breaking the 7,000-point milestone [98][100] - The tech sector's performance is crucial for the S&P's movement, as it has not reached new highs since October, largely due to weakness in software stocks [104][106] - Increased single stock volatility has led to a greater reliance on technical analysis, as price movements deviate from fundamentals, creating opportunities for traders [107][109]

Core Viewpoint - eHealth, Inc. plans to release its fourth quarter and fiscal year 2025 financial results on February 25, 2026, followed by an earnings conference call to discuss these results [1]. Group 1: Financial Results Announcement - The financial results will be announced on February 25, 2026 [1]. - The earnings conference call will start at 5:00 p.m. Eastern Time on the same day [1]. - The call will be hosted by the CEO Derrick Duke and CFO John Dolan [1]. Group 2: Conference Call Participation - Interested individuals can listen to the conference call by dialing (800) 549-8228 with the participant passcode 52426 [2]. - A live webcast of the earnings call will be available on the Investor Relations page of the company's website [3]. - The webcast replay will be accessible two hours after the call and archived for one year [3]. Group 3: Company Overview - eHealth has been operating for over 25 years, assisting millions of Americans in finding affordable healthcare coverage [4]. - The company is a leading independent licensed insurance agency, providing access to over 180 health insurers [4].

Core Viewpoint - AM Best will sponsor and exhibit at Aon's Florida (Re)Insurance Conference scheduled for February 9-11, 2026, in Coral Gables, Florida [1] Group 1 - The conference will take place at the Loews Coral Gables Hotel [1] - Todd Burrows, senior account manager at AM Best, will be present to discuss Best's Credit Ratings and Performance Assessments for Delegated Underwriting Authority Enterprises (DUAEs) [1] - AM Best will provide various resources for insurance professionals during the event [1]

Core Insights - The company achieved strong results in the fourth quarter, with an underlying underwriting gain exceeding $200 million and increased investment income [1] - For the full year, the company reported record levels of core and net income, maintaining an underlying combined ratio below 92% for five consecutive years, with an underlying underwriting gain of $855 million, the highest on record [1] Financial Performance - Core income for the fourth quarter was $317 million, with property and casualty (P&C) core income at $449 million [2] - Net investment income rose to $653 million, driven by strong performance in the fixed income portfolio, which offset lower returns from limited partnerships and common stocks [2] Combined Ratio Analysis - The P&C all-in combined ratio was 93.8%, reflecting an increase of 0.7 points year-over-year, primarily due to a higher underlying loss ratio of 61.9% compared to 61.1% in the prior year [3] - Catastrophe losses of $40 million contributed 1.5 points to the combined ratio, while the underlying combined ratio for P&C was 92.3%, up 0.9 points from the previous year [4]

Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]

HOUSTON--(BUSINESS WIRE)--Corebridge Financial, Inc. ("Corebridge" or the "Company") (NYSE: CRBG) today reported financial results for the fourth quarter and full year ended December 31, 2025. "Corebridge delivered strong results in 2025, starting with a record $42 billion in sales of products that help our customers protect, grow and secure their wealth,†said Marc Costantini, President and Chief Executive Officer. "Customer needs for financial security have never been greater, and with our di. ...

Core Viewpoint - American Coastal Insurance Corporation is set to release its financial results for Q4 and the full year of 2025 on February 19, 2026, after market close, followed by a conference call at 5:00 p.m. ET [1] Group 1: Financial Results Announcement - The financial results will cover the fourth quarter and the full year ended December 31, 2025 [1] - The conference call will include live remarks and a Q&A session, with participants encouraged to dial in 10 minutes prior to the start [2] Group 2: Conference Call Details - The conference call is scheduled for February 19, 2026, at 5:00 p.m. ET [3] - Participant dial-in numbers are provided: 877-445-9755 for the United States and 201-493-6744 for international callers [3] - The conference call will be available via webcast on the company website and will be archived for approximately 30 days [3] Group 3: Company Overview - American Coastal Insurance Corporation is the holding company for American Coastal Insurance Company, which specializes in insuring condominium and homeowner association properties in Florida [4] - The company has an exclusive partnership with AmRisc Group for the distribution of condominium association properties in Florida [4] - American Coastal Insurance Company has received a Financial Stability Rating of "A", 'Exceptional' from Demotech, and an "A-" insurance financial strength rating with a Positive outlook from Kroll [4] - ACIC holds a 'BBB-' issuer rating with a Positive outlook from Kroll [4]

Core Viewpoint - TWFG, Inc. will release its financial results for Q4 2025 on February 25, 2026, after market close, with a conference call scheduled for February 26, 2026, at 9:00 a.m. Central Time [1] Group 1 - The financial results announcement is part of TWFG's commitment to transparency and communication with investors [1] - The conference call will provide insights into the company's performance and future outlook [1] - A live webcast of the call will be available on TWFG's Investor Relations website, encouraging participants to register in advance [2] Group 2 - TWFG, Inc. is recognized as a leading insurance distribution platform, offering innovative and personalized insurance solutions across the United States [3] - The company operates on a scalable, technology-enabled platform that supports a sophisticated network of retail branch agencies and MGA agents [3] - TWFG aims to create sustainable growth and long-term value for its stakeholders [3]

Financial Highlights - Cincinnati Financial Corporation reported a fourth-quarter 2025 net income of $676 million, or $4.29 per share, a 67% increase from $405 million, or $2.56 per share, in the fourth quarter of 2024 [5] - Full-year 2025 net income reached $2.393 billion, or $15.17 per share, compared to $2.292 billion, or $14.53 per share, in 2024 [5] - The company experienced a 10% increase in earned premiums for the fourth quarter of 2025, totaling $2.592 billion, and a 12% increase for the full year, reaching $9.983 billion [2][5] - Investment income, net of expenses, rose by 9% in the fourth quarter to $305 million and by 14% for the full year to $1.165 billion [2][5] Insurance Operations Highlights - The insurance operations achieved a combined ratio of 85.2% for the fourth quarter of 2025, marking one of the best performances in the last decade, and a full-year combined ratio of 94.9%, within the long-term goal of 92% to 98% [9][10] - Total property casualty net written premiums increased by 9% for the year, surpassing $10 billion for the first time in the company's history [10][11] - The life insurance subsidiary reported a 16% increase in net income to $106 million for the fourth quarter of 2025 [10][11] Investment and Balance Sheet Highlights - The book value per share increased by 15% to $102.35 at December 31, 2025, bolstered by a 14% increase in net pretax investment income [14][33] - Total investments reached $31.783 billion, up from $28.378 billion a year earlier, and total assets increased to $41.002 billion from $36.501 billion [33][34] - The company reported a 9% rise in fourth-quarter 2025 pretax investment income, primarily due to a 10% increase in interest income from fixed-maturity securities [34]