Q2 EPS Forecast for Arch Capital Group Increased by Analyst

Key Points

• Roth Capital has raised its earnings per share estimate for Arch Capital Group to $2.64 for Q2 2026, up from a previous estimate of $2.60.
• Arch Capital Group reported an EPS of $2.58 for the last quarter, exceeding expectations of $2.30, along with revenues of $4.35 billion.
• The company has a market capitalization of $32.25 billion and a consensus rating of "Moderate Buy" with a price target averaging $113.40.

Arch Capital Group Ltd. (NASDAQ:ACGL - Free Report) - Research analysts at Roth Capital upped their Q2 2026 earnings per share (EPS) estimates for Arch Capital Group in a report issued on Wednesday, July 30th. Roth Capital analyst H. Fong now anticipates that the insurance provider will post earnings of $2.64 per share for the quarter, up from their prior forecast of $2.60. The consensus estimate for Arch Capital Group's current full-year earnings is $8.42 per share.

Arch Capital Group (NASDAQ:ACGL - Get Free Report) last announced its quarterly earnings results on Tuesday, July 29th. The insurance provider reported $2.58 earnings per share for the quarter, topping analysts' consensus estimates of $2.30 by $0.28. Arch Capital Group had a return on equity of 15.33% and a net margin of 19.49%. The company had revenue of $4.35 billion during the quarter, compared to analysts' expectations of $4.29 billion. During the same quarter in the previous year, the firm earned $2.57 earnings per share.

A number of other brokerages have also recently weighed in on ACGL. Keefe, Bruyette & Woods reaffirmed a "market perform" rating and issued a $101.00 price target (down previously from $113.00) on shares of Arch Capital Group in a research report on Wednesday, July 9th. Wells Fargo & Company reduced their price target on Arch Capital Group from $110.00 to $107.00 and set an "overweight" rating for the company in a research report on Thursday. JMP Securities reaffirmed a "market outperform" rating and issued a $125.00 price target on shares of Arch Capital Group in a research report on Wednesday, April 30th. UBS Group reduced their price target on Arch Capital Group from $124.00 to $118.00 and set a "buy" rating for the company in a research report on Monday. Finally, Jefferies Financial Group cut Arch Capital Group from a "buy" rating to a "hold" rating and cut their price objective for the stock from $106.00 to $100.00 in a research report on Tuesday, June 10th. Eight investment analysts have rated the stock with a hold rating and eight have issued a buy rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $113.00.

Arch Capital Group Stock Up 0.6%

Shares of NASDAQ:ACGL traded up $0.51 on Friday, reaching $88.51. The company had a trading volume of 2,315,042 shares, compared to its average volume of 1,928,917. Arch Capital Group has a twelve month low of $82.49 and a twelve month high of $116.47. The stock has a 50-day moving average price of $90.33 and a 200 day moving average price of $91.57. The stock has a market capitalization of $33.17 billion, a P/E ratio of 9.13, a P/E/G ratio of 6.68 and a beta of 0.49. The company has a quick ratio of 0.56, a current ratio of 0.56 and a debt-to-equity ratio of 0.16.

Insider Buying and Selling at Arch Capital Group

In other news, insider Louis T. Petrillo sold 16,650 shares of the company's stock in a transaction that occurred on Friday, May 9th. The stock was sold at an average price of $94.53, for a total value of $1,573,924.50. Following the sale, the insider directly owned 140,023 shares in the company, valued at approximately $13,236,374.19. This represents a 10.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CFO Francois Morin sold 12,630 shares of the company's 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 approximately $25,979,328.98. This represents a 4.40% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 104,340 shares of company stock valued at $9,824,861 in the last quarter. Corporate insiders own 4.20% of the company's stock.

Institutional Investors Weigh In On Arch Capital Group

Large investors have recently modified their holdings of the stock. Mirae Asset Global Investments Co. Ltd. grew its stake in shares of Arch Capital Group by 14.1% in the 1st quarter. Mirae Asset Global Investments Co. Ltd. now owns 51,804 shares of the insurance provider's stock valued at $4,924,000 after purchasing an additional 6,406 shares during the period. DAVENPORT & Co LLC bought a new stake in shares of Arch Capital Group in the 1st quarter valued at approximately $251,000. D.A. Davidson & CO. grew its stake in shares of Arch Capital Group by 10.9% in the 1st quarter. D.A. Davidson & CO. now owns 45,552 shares of the insurance provider's stock valued at $4,381,000 after purchasing an additional 4,460 shares during the period. Crossmark Global Holdings Inc. grew its stake in shares of Arch Capital Group by 24.7% in the 1st quarter. Crossmark Global Holdings Inc. now owns 37,625 shares of the insurance provider's stock valued at $3,619,000 after purchasing an additional 7,448 shares during the period. Finally, World Investment Advisors grew its position in Arch Capital Group by 114.1% during the 1st quarter. World Investment Advisors now owns 6,321 shares of the insurance provider's stock worth $608,000 after acquiring an additional 3,369 shares during the last quarter. 89.07% of the stock is currently owned by institutional investors.

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.