Cantor Fitzgerald Issues Positive Forecast for ACGL Earnings

Key Points

• Cantor Fitzgerald has raised its FY2025 earnings per share (EPS) estimate for Arch Capital Group to $8.89, exceeding their previous estimate of $8.29.
• The consensus rating for Arch Capital Group is currently a "Moderate Buy", with a target price of $110.31.
• Shares of Arch Capital Group recently opened at $92.23 but experienced a slight decline of 0.9%.

Arch Capital Group Ltd. (NASDAQ:ACGL - Free Report) - Stock analysts at Cantor Fitzgerald raised their FY2025 earnings per share (EPS) estimates for Arch Capital Group in a research note issued to investors on Thursday, October 9th. Cantor Fitzgerald analyst R. Tunis now anticipates that the insurance provider will post earnings of $8.89 per share for the year, up from their prior estimate of $8.29. Cantor Fitzgerald currently has a "Hold" rating on the stock. The consensus estimate for Arch Capital Group's current full-year earnings is $8.42 per share. Cantor Fitzgerald also issued estimates for Arch Capital Group's FY2026 earnings at $8.55 EPS.

ACGL has been the topic of a number of other reports. Keefe, Bruyette & Woods boosted their target price on shares of Arch Capital Group from $102.00 to $103.00 and gave the stock a "market perform" rating in a report on Thursday, August 14th. Cowen reissued a "buy" rating on shares of Arch Capital Group in a research note on Monday, August 4th. Barclays set a $99.00 price objective on Arch Capital Group and gave the company an "equal weight" rating in a research note on Wednesday. Citigroup started coverage on Arch Capital Group in a research report on Wednesday, August 13th. They set a "buy" rating and a $113.00 target price on the stock. Finally, Wolfe Research assumed coverage on Arch Capital Group in a research report on Monday, September 15th. They issued a "peer perform" rating for the company. Eight research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, Arch Capital Group currently has a consensus rating of "Moderate Buy" and a consensus price target of $110.31.

Arch Capital Group Trading Down 0.9%

Shares of ACGL opened at $92.23 on Friday. The stock has a market capitalization of $34.42 billion, a PE ratio of 9.52, a P/E/G ratio of 5.60 and a beta of 0.47. The company's fifty day moving average is $90.54 and its 200 day moving average is $91.12. 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 has a fifty-two week low of $82.49 and a fifty-two week high of $116.40.

Arch Capital Group (NASDAQ:ACGL - Get Free Report) last released its quarterly earnings data on Tuesday, July 29th. The insurance provider reported $2.58 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.30 by $0.28. The business had revenue of $4.35 billion for the quarter, compared to the consensus estimate 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 previous year, the company posted $2.57 EPS.

Insider Buying and Selling at Arch Capital Group

In related news, insider Maamoun Rajeh sold 10,000 shares of the company's stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $94.15, for a total value of $941,500.00. Following the completion of the sale, the insider directly owned 433,589 shares of the company's stock, valued at $40,822,404.35. This represents a 2.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 4.20% of the stock is owned by insiders.

Institutional Investors Weigh In On Arch Capital Group

Hedge funds have recently modified their holdings of the business. Vanguard Group Inc. lifted its holdings in Arch Capital Group by 1.2% during the second quarter. Vanguard Group Inc. now owns 42,414,557 shares of the insurance provider's stock worth $3,861,845,000 after buying an additional 493,583 shares during the period. Artisan Partners Limited Partnership raised its position in shares of Arch Capital Group by 1.7% in the 2nd quarter. Artisan Partners Limited Partnership now owns 23,833,290 shares of the insurance provider's stock worth $2,170,021,000 after acquiring an additional 408,950 shares in the last quarter. Geode Capital Management LLC lifted its stake in shares of Arch Capital Group by 1.1% during the 2nd quarter. Geode Capital Management LLC now owns 10,502,003 shares of the insurance provider's stock worth $952,523,000 after purchasing an additional 115,465 shares during the last quarter. JPMorgan Chase & Co. boosted its position in Arch Capital Group by 4.8% during the second quarter. JPMorgan Chase & Co. now owns 7,830,301 shares of the insurance provider's stock valued at $712,956,000 after purchasing an additional 359,710 shares in the last quarter. Finally, Northern Trust Corp grew its stake in Arch Capital Group by 3.0% in the first quarter. Northern Trust Corp now owns 5,005,790 shares of the insurance provider's stock valued at $481,457,000 after purchasing an additional 144,986 shares during the last quarter. Hedge funds and other institutional investors own 89.07% of the company's stock.

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.

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