PFA Pension Forsikringsaktieselskab Acquires Shares of 282,480 Arch Capital Group Ltd. $ACGL

Key Points

• PFA Pension Forsikringsaktieselskab bought 282,480 shares of Arch Capital Group (NASDAQ: ACGL) in Q4, a new stake valued at about $27.3 million, representing roughly 0.08% ownership.
• Analysts have been raising targets after strong Q1 results and an enlarged buyback—Citigroup to $122.50 and Wells Fargo to $110—while the average price target sits near $106.61 with mixed buy/hold ratings.
• Institutional investors hold about 89.1% of ACGL, while insiders have sold roughly 78,267 shares in the last 90 days and currently own about 3.3% of the company.

PFA Pension Forsikringsaktieselskab acquired a new stake in Arch Capital Group Ltd. (NASDAQ:ACGL - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 282,480 shares of the insurance provider's stock, valued at approximately $27,305,000. PFA Pension Forsikringsaktieselskab owned approximately 0.08% of Arch Capital Group as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. WealthCollab LLC lifted its holdings in Arch Capital Group by 410.3% in the 3rd quarter. WealthCollab LLC now owns 296 shares of the insurance provider's stock valued at $27,000 after purchasing an additional 238 shares in the last quarter. JPL Wealth Management LLC purchased a new position in Arch Capital Group in the 3rd quarter valued at $28,000. Grove Bank & Trust purchased a new position in Arch Capital Group in the 4th quarter valued at $30,000. Aventura Private Wealth LLC purchased a new position in Arch Capital Group in the 4th quarter valued at $30,000. Finally, TD Waterhouse Canada Inc. lifted its holdings in Arch Capital Group by 72.7% in the 4th quarter. TD Waterhouse Canada Inc. now owns 323 shares of the insurance provider's stock valued at $31,000 after purchasing an additional 136 shares in the last quarter. Hedge funds and other institutional investors own 89.07% of the company's stock.

Trending Headlines about Arch Capital Group

Here are the key news stories impacting Arch Capital Group this week:

• Positive Sentiment: Citigroup raised its price target to $122.50 and upgraded ACGL to a "buy," signaling materially higher upside (roughly +30% vs. recent levels). This is a substantive vote of confidence that could support buying interest if broader sentiment holds. Arch Capital Group NASDAQ: ACGL Price Target Raised to $122.50 at Citigroup
• Positive Sentiment: Wells Fargo raised its target to $110 and maintains an "overweight" stance, reinforcing analyst upward revision momentum and providing additional institutional support for ACGL shares. Arch Capital Group NASDAQ: ACGL Given New $110.00 Price Target at Wells Fargo & Company
• Positive Sentiment: Coverage highlighting ACGL's strong Q1 results and an enlarged buyback plan suggests near‑term EPS accretion and shareholder returns that could boost valuation multiple over time; this is likely a key reason some analysts are upping targets. How Strong Q1 Results and Bigger Buyback Plan Could Impact Arch Capital Group (ACGL) Investors
• Neutral Sentiment: Analyst roundups providing broader insights on ACGL alongside peers summarize consensus views but add little new actionable change; they help frame comparables but are not a direct catalyst. Analysts Offer Insights on Financial Companies: Arch Capital Group (ACGL), Eagle Bancorp Montana (EBMT) and Robinhood (HOOD)
• Neutral Sentiment: Barclays reaffirmed a "hold" rating on ACGL, tempering the impact of other bullish calls and indicating some analysts still view the stock as fairly valued at current levels; this can limit immediate upside until more positive confirmation arrives. Barclays Reaffirms Their Hold Rating on Arch Capital Group (ACGL)

Arch Capital Group Price Performance

NASDAQ ACGL opened at $93.82 on Monday. Arch Capital Group Ltd. has a 52 week low of $82.44 and a 52 week high of $103.39. The company has a quick ratio of 0.53, a current ratio of 0.55 and a debt-to-equity ratio of 0.15. The business's fifty day simple moving average is $96.37 and its 200-day simple moving average is $94.23. The firm has a market cap of $33.43 billion, a PE ratio of 7.21, a P/E/G ratio of 5.12 and a beta of 0.35.

Arch Capital Group (NASDAQ:ACGL - Get Free Report) last posted its quarterly earnings results on Tuesday, March 31st. The insurance provider reported $2.50 EPS for the quarter. Arch Capital Group had a return on equity of 17.61% and a net margin of 24.64%.The business had revenue of $4.52 billion for the quarter. As a group, equities analysts anticipate that Arch Capital Group Ltd. will post 9.35 earnings per share for the current year.

Analysts Set New Price Targets

ACGL has been the topic of a number of research reports. The Goldman Sachs Group restated a "sell" rating and issued a $93.00 price objective (up from $84.00) on shares of Arch Capital Group in a report on Wednesday, January 7th. Royal Bank Of Canada raised their price objective on Arch Capital Group from $108.00 to $115.00 and gave the company an "outperform" rating in a report on Wednesday, February 11th. Morgan Stanley set a $105.00 price target on Arch Capital Group in a report on Friday. Barclays lifted their price target on Arch Capital Group from $104.00 to $106.00 and gave the stock an "equal weight" rating in a report on Wednesday, April 8th. Finally, UBS Group reiterated a "buy" rating and set a $114.00 price target (up from $113.00) on shares of Arch Capital Group in a report on Tuesday, February 17th. Eight investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of "Hold" and an average price target of $106.61.

Insiders Place Their Bets

In related news, CEO Nicolas Papadopoulo sold 21,930 shares of the firm's stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $96.31, for a total transaction of $2,112,078.30. Following the completion of the sale, the chief executive officer directly owned 871,594 shares of the company's stock, valued at approximately $83,943,218.14. This trade represents a 2.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider David Gansberg sold 5,907 shares of the firm's stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $96.37, for a total value of $569,257.59. Following the sale, the insider directly owned 336,559 shares of the company's stock, valued at $32,434,190.83. The trade was a 1.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 78,267 shares of company stock valued at $7,291,637 over the last 90 days. Company insiders own 3.30% 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.

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