FY2025 EPS Forecast for Arch Capital Group Lifted by Analyst

Arch Capital Group Ltd. (NASDAQ:ACGL) – Equities research analysts at Zacks Research upped their FY2025 earnings per share (EPS) estimates for Arch Capital Group in a note issued to investors on Tuesday, August 12th. Zacks Research analyst T. De now anticipates that the insurance provider will earn $8.07 per share for the year, up from their previous estimate of $7.85. 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 Q4 2025 earnings at $2.20 EPS, Q1 2026 earnings at $2.48 EPS, Q2 2026 earnings at $2.54 EPS, Q3 2026 earnings at $2.10 EPS and FY2027 earnings at $10.03 EPS.

ACGL has been the topic of several other research reports. Wells Fargo & Company dropped their price target on Arch Capital Group from $110.00 to $107.00 and set an “overweight” rating on the stock in a report on Thursday, July 31st. UBS Group reaffirmed a “buy” rating and issued a $118.00 price objective (down previously from $124.00) on shares of Arch Capital Group in a research note on Monday, August 4th. Jefferies Financial Group lowered shares of Arch Capital Group from a “buy” rating to a “hold” rating and decreased their price objective for the stock from $106.00 to $100.00 in a research note on Tuesday, June 10th. Cowen reaffirmed a “buy” rating on shares of Arch Capital Group in a research note on Monday, August 4th. Finally, Citigroup started coverage on shares of Arch Capital Group in a research note on Wednesday. They issued a “buy” rating and a $113.00 price objective for the company. Eight analysts have rated the stock with a hold rating and ten have given a buy rating to the stock. According to data from MarketBeat, Arch Capital Group presently has a consensus rating of “Moderate Buy” and an average target price of $112.06.

Arch Capital Group Price Performance

NASDAQ ACGL opened at $89.95 on Wednesday. The stock has a market capitalization of $33.57 billion, a P/E ratio of 9.28, a P/E/G ratio of 5.39 and a beta of 0.49. Arch Capital Group has a 1 year low of $82.49 and a 1 year high of $116.47. The business’s fifty day moving average is $89.46 and its two-hundred day moving average is $91.32. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.56 and a current ratio of 0.56.

Arch Capital Group (NASDAQ:ACGL) last posted its quarterly earnings results on Tuesday, July 29th. The insurance provider reported $2.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.30 by $0.28. The company had revenue of $4.35 billion for the quarter, compared to analysts’ expectations of $4.29 billion. Arch Capital Group had a return on equity of 15.33% and a net margin of 19.49%. During the same quarter in the prior year, the company earned $2.57 earnings per share.

Insider Transactions at Arch Capital Group

In other Arch Capital Group news, CFO Francois Morin sold 12,630 shares of the stock in a transaction that occurred on Friday, May 16th. The shares were sold at an average price of $94.58, for a total value of $1,194,545.40. Following the completion of the sale, the chief financial officer owned 274,681 shares in the company, valued at $25,979,328.98. This represents a 4.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 4.20% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Arch Capital Group

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Harbour Investments Inc. lifted its position in Arch Capital Group by 8.4% in the 1st quarter. Harbour Investments Inc. now owns 1,431 shares of the insurance provider’s stock worth $138,000 after buying an additional 111 shares in the last quarter. TD Waterhouse Canada Inc. raised its holdings in shares of Arch Capital Group by 31.4% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 469 shares of the insurance provider’s stock valued at $43,000 after purchasing an additional 112 shares in the last quarter. Crescent Grove Advisors LLC raised its holdings in shares of Arch Capital Group by 3.1% during the 2nd quarter. Crescent Grove Advisors LLC now owns 3,702 shares of the insurance provider’s stock valued at $337,000 after purchasing an additional 112 shares in the last quarter. Resonant Capital Advisors LLC raised its holdings in shares of Arch Capital Group by 1.7% during the 1st quarter. Resonant Capital Advisors LLC now owns 6,672 shares of the insurance provider’s stock valued at $642,000 after purchasing an additional 113 shares in the last quarter. Finally, Venturi Wealth Management LLC raised its holdings in shares of Arch Capital Group by 0.9% during the 1st quarter. Venturi Wealth Management LLC now owns 13,228 shares of the insurance provider’s stock valued at $1,272,000 after purchasing an additional 115 shares in the last quarter. Hedge funds and other institutional investors own 89.07% of the company’s stock.

About Arch Capital Group

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.