Zacks Research Analysts Raise Earnings Estimates for ACGL

Arch Capital Group Ltd. (NASDAQ:ACGL) – Equities research analysts at Zacks Research raised their Q1 2026 earnings per share estimates for Arch Capital Group in a note issued to investors on Monday, April 14th. Zacks Research analyst T. De now expects that the insurance provider will post earnings per share of $2.29 for the quarter, up from their previous estimate of $2.25. The consensus estimate for Arch Capital Group’s current full-year earnings is $8.42 per share. Zacks Research also issued estimates for Arch Capital Group’s FY2026 earnings at $9.63 EPS.

Several other research firms have also recently weighed in on ACGL. Wells Fargo & Company lowered their price objective on shares of Arch Capital Group from $107.00 to $106.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 12th. JMP Securities reaffirmed a “market outperform” rating and set a $125.00 price target on shares of Arch Capital Group in a research note on Tuesday, February 11th. JPMorgan Chase & Co. increased their price objective on Arch Capital Group from $106.00 to $107.00 and gave the company a “neutral” rating in a research report on Tuesday, April 8th. Morgan Stanley decreased their price objective on Arch Capital Group from $115.00 to $110.00 and set an “overweight” rating on the stock in a report on Friday, February 14th. Finally, Barclays cut their target price on Arch Capital Group from $100.00 to $93.00 and set an “equal weight” rating for the company in a research note on Friday, April 11th. Six investment analysts have rated the stock with a hold rating and eleven have issued a buy rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $114.88.

Arch Capital Group Trading Up 0.2 %

Shares of Arch Capital Group stock opened at $92.59 on Thursday. The company has a debt-to-equity ratio of 0.15, a current ratio of 0.54 and a quick ratio of 0.58. Arch Capital Group has a 1 year low of $82.49 and a 1 year high of $116.47. The firm has a market cap of $34.79 billion, a PE ratio of 8.27, a PEG ratio of 2.31 and a beta of 0.36. The company has a 50 day simple moving average of $91.49 and a two-hundred day simple moving average of $96.07.

Arch Capital Group (NASDAQ:ACGL) last released its quarterly earnings results on Monday, February 10th. The insurance provider reported $2.26 earnings per share for the quarter, beating the consensus estimate of $1.90 by $0.36. Arch Capital Group had a return on equity of 17.96% and a net margin of 24.73%. During the same period in the previous year, the company posted $2.45 EPS.

Insider Buying and Selling at Arch Capital Group

In other news, insider Louis T. Petrillo sold 11,600 shares of the company’s stock in a transaction dated Wednesday, March 5th. The shares were sold at an average price of $91.00, for a total transaction of $1,055,600.00. Following the completion of the transaction, the insider now directly owns 140,023 shares of the company’s stock, valued at approximately $12,742,093. This represents a 7.65 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 4.20% of the stock is currently owned by corporate insiders.

Institutional Trading of Arch Capital Group

Several large investors have recently modified their holdings of the business. Norges Bank purchased a new stake in Arch Capital Group in the 4th quarter worth approximately $437,291,000. Madison Investment Advisors LLC bought a new position in shares of Arch Capital Group during the fourth quarter valued at approximately $410,010,000. First Trust Advisors LP lifted its stake in Arch Capital Group by 663.3% in the fourth quarter. First Trust Advisors LP now owns 2,462,382 shares of the insurance provider’s stock worth $227,401,000 after acquiring an additional 2,139,782 shares during the period. Marshall Wace LLP bought a new stake in Arch Capital Group in the fourth quarter valued at $151,342,000. Finally, Swedbank AB boosted its holdings in Arch Capital Group by 268.8% in the fourth quarter. Swedbank AB now owns 1,261,957 shares of the insurance provider’s stock valued at $116,542,000 after acquiring an additional 919,793 shares in the last quarter. 89.07% of the stock is owned by institutional investors.

Arch Capital Group Company Profile

Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products worldwide. The company's Insurance segment offers primary and excess casualty coverages; loss sensitive primary casualty insurance programs; directors' and officers' liability, errors and omissions liability, employment practices and fiduciary liability, crime, professional indemnity, and other financial related coverages; medical professional and general liability insurance coverages; and workers' compensation and umbrella liability, as well as commercial automobile and inland marine products.