Zacks Research Brokers Boost Earnings Estimates for ACGL

Arch Capital Group Ltd. (NASDAQ:ACGL - Free Report) - Zacks Research raised their Q1 2026 earnings per share estimates for Arch Capital Group in a research report issued on Thursday, May 15th. Zacks Research analyst T. De now forecasts that the insurance provider will post earnings of $2.50 per share for the quarter, up from their previous estimate of $2.46. 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 FY2027 earnings at $10.14 EPS.

A number of other research firms have also weighed in on ACGL. Royal Bank of Canada dropped their price objective on Arch Capital Group from $125.00 to $110.00 and set an "outperform" rating for the company in a research note on Wednesday, February 12th. JPMorgan Chase & Co. upped 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. Keefe, Bruyette & Woods increased their price target on Arch Capital Group from $104.00 to $113.00 and gave the stock an "outperform" rating in a report on Tuesday, May 6th. JMP Securities restated a "market outperform" rating and set a $125.00 price objective on shares of Arch Capital Group in a report on Wednesday, April 30th. Finally, Barclays reduced their price objective on Arch Capital Group from $100.00 to $93.00 and set an "equal weight" rating on the stock in a report on Friday, April 11th. Six investment analysts have rated the stock with a hold rating and eleven have assigned a buy rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $115.00.

Arch Capital Group Stock Performance

NASDAQ:ACGL traded up $0.10 during mid-day trading on Monday, hitting $92.07. 977,016 shares of the company traded hands, compared to its average volume of 1,725,197. The stock's fifty day moving average price is $92.58 and its 200-day moving average price is $93.34. Arch Capital Group has a one year low of $82.49 and a one year high of $116.47. The company has a quick ratio of 0.58, a current ratio of 0.54 and a debt-to-equity ratio of 0.15. The firm has a market cap of $34.50 billion, a price-to-earnings ratio of 8.22, a price-to-earnings-growth ratio of 2.31 and a beta of 0.57.

Arch Capital Group (NASDAQ:ACGL - Get Free Report) last released its quarterly earnings results on Tuesday, April 29th. The insurance provider reported $1.54 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.59 by ($0.05). Arch Capital Group had a net margin of 24.73% and a return on equity of 17.96%. The company had revenue of $4.52 billion for the quarter, compared to the consensus estimate of $4.75 billion. During the same period in the prior year, the firm posted $2.45 EPS. The business's revenue for the quarter was up 10.5% on a year-over-year basis.

Institutional Trading of Arch Capital Group

A number of institutional investors have recently made changes to their positions in ACGL. Norges Bank acquired a new stake in shares of Arch Capital Group in the 4th quarter worth $437,291,000. Madison Investment Advisors LLC acquired a new stake in shares of Arch Capital Group in the 4th quarter worth $410,010,000. Nuveen LLC acquired a new stake in shares of Arch Capital Group in the 1st quarter worth $399,651,000. First Trust Advisors LP boosted its position in shares of Arch Capital Group by 663.3% in the 4th quarter. First Trust Advisors LP now owns 2,462,382 shares of the insurance provider's stock worth $227,401,000 after purchasing an additional 2,139,782 shares in the last quarter. Finally, JPMorgan Chase & Co. raised its stake in Arch Capital Group by 30.5% in the 1st quarter. JPMorgan Chase & Co. now owns 7,470,591 shares of the insurance provider's stock worth $718,522,000 after acquiring an additional 1,743,945 shares during the last quarter. Institutional investors and hedge funds own 89.07% of the company's stock.

Insider Buying and Selling at Arch Capital Group

In other news, CEO Nicolas Papadopoulo sold 7,636 shares of the firm's stock in a transaction on Friday, May 2nd. The stock was sold at an average price of $92.48, for a total value of $706,177.28. Following the completion of the sale, the chief executive officer now owns 795,718 shares of the company's stock, valued at $73,588,000.64. This trade represents a 0.95% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Louis T. Petrillo sold 11,600 shares of the firm's stock in a transaction on Wednesday, March 5th. The stock was sold at an average price of $91.00, for a total value of $1,055,600.00. Following the completion of the sale, the insider now directly owns 140,023 shares of the company's stock, valued at $12,742,093. The trade was a 7.65% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 123,576 shares of company stock valued at $11,586,638. 4.20% of the stock is currently owned by corporate insiders.

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.