Zacks Research Analysts Lower Earnings Estimates for ACGL

Arch Capital Group Ltd. (NASDAQ:ACGL) – Research analysts at Zacks Research lowered their Q4 2026 earnings per share (EPS) estimates for shares of Arch Capital Group in a note issued to investors on Thursday, April 9th. Zacks Research analyst Team now expects that the insurance provider will earn $2.53 per share for the quarter, down from their previous forecast of $2.54. 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 Q2 2027 earnings at $2.34 EPS.

Several other brokerages also recently weighed in on ACGL. Barclays increased their target price on Arch Capital Group from $104.00 to $106.00 and gave the company an “equal weight” rating in a research note on Wednesday. Wells Fargo & Company increased their target price on Arch Capital Group from $106.00 to $109.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Mizuho increased their target price on Arch Capital Group from $95.00 to $102.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. Evercore set a $100.00 price objective on Arch Capital Group and gave the stock an “in-line” rating in a research report on Wednesday, January 7th. Finally, The Goldman Sachs Group reiterated a “sell” rating and issued a $93.00 price objective (up from $84.00) on shares of Arch Capital Group in a research report on Wednesday, January 7th. Nine analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Arch Capital Group currently has an average rating of “Hold” and a consensus price target of $109.40.

Arch Capital Group Price Performance

Shares of NASDAQ:ACGL opened at $98.84 on Friday. The business has a 50 day moving average price of $96.93 and a 200 day moving average price of $93.60. Arch Capital Group has a twelve month low of $82.44 and a twelve month high of $103.39. The company has a market cap of $35.21 billion, a price-to-earnings ratio of 8.51, a PEG ratio of 4.02 and a beta of 0.41. The company has a quick ratio of 0.53, a current ratio of 0.53 and a debt-to-equity ratio of 0.13.

Arch Capital Group (NASDAQ:ACGL) last announced its earnings results on Monday, February 9th. The insurance provider reported $2.98 earnings per share for the quarter, beating the consensus estimate of $2.34 by $0.64. Arch Capital Group had a return on equity of 16.73% and a net margin of 22.07%.The firm had revenue of $4.93 billion during the quarter, compared to the consensus estimate of $3.94 billion. During the same quarter in the prior year, the company earned $2.26 EPS.

Insider Transactions at Arch Capital Group

In other Arch Capital Group news, insider Maamoun Rajeh sold 47,430 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $96.12, for a total value of $4,558,971.60. Following the completion of the sale, the insider owned 433,589 shares in the company, valued at approximately $41,676,574.68. This trade represents a 9.86% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider David Gansberg sold 5,907 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $96.37, for a total value of $569,257.59. Following the completion of the sale, the insider owned 336,559 shares of the company’s stock, valued at $32,434,190.83. This represents a 1.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 78,267 shares of company stock worth $7,291,637 over the last 90 days. Insiders own 4.20% of the company’s stock.

Hedge Funds Weigh In On Arch Capital Group

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Daymark Wealth Partners LLC lifted its position in shares of Arch Capital Group by 3.4% during the 4th quarter. Daymark Wealth Partners LLC now owns 3,211 shares of the insurance provider’s stock worth $308,000 after buying an additional 106 shares during the period. Keel Point LLC lifted its position in shares of Arch Capital Group by 4.6% during the 3rd quarter. Keel Point LLC now owns 2,524 shares of the insurance provider’s stock worth $229,000 after buying an additional 112 shares during the period. Legacy Advisors LLC lifted its position in shares of Arch Capital Group by 1.2% during the 4th quarter. Legacy Advisors LLC now owns 9,551 shares of the insurance provider’s stock worth $916,000 after buying an additional 112 shares during the period. Compound Planning Inc. lifted its position in shares of Arch Capital Group by 5.0% during the 3rd quarter. Compound Planning Inc. now owns 2,644 shares of the insurance provider’s stock worth $240,000 after buying an additional 127 shares during the period. Finally, MassMutual Private Wealth & Trust FSB lifted its position in shares of Arch Capital Group by 14.0% during the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 1,105 shares of the insurance provider’s stock worth $100,000 after buying an additional 136 shares during the period. Institutional investors own 89.07% of the company’s stock.

About Arch Capital Group

Arch Capital Group Ltd. (NASDAQ: ACGL) is a Bermuda-based insurance and reinsurance holding company that underwrites a broad range of property and casualty, mortgage, and specialty risk products. The company operates through a group of underwriting subsidiaries and platforms to provide insurance, reinsurance and related risk solutions tailored to commercial, institutional and individual clients.

Arch’s product mix includes treaty and facultative reinsurance, primary casualty and property insurance, mortgage insurance and other specialty lines.