Q2 EPS Estimate for Arch Capital Group Reduced by Analyst

Key Points

• Analysts at Zacks Research have reduced their Q2 2026 earnings per share estimate for Arch Capital Group from $2.54 to $2.53.
• Despite the downgrade, Arch Capital reported earnings of $2.58 per share for the previous quarter, exceeding analysts' expectations of $2.30.
• Arch Capital's stock currently has an average rating of "Moderate Buy" with a consensus price target of $111.27 from market analysts.

Arch Capital Group Ltd. (NASDAQ:ACGL - Free Report) - Equities research analysts at Zacks Research decreased their Q2 2026 earnings per share estimates for shares of Arch Capital Group in a note issued to investors on Tuesday, September 16th. Zacks Research analyst Team now expects that the insurance provider will earn $2.53 per share for the quarter, down from their prior estimate of $2.54. 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 issued its earnings results 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 during 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 period in the prior year, the business posted $2.57 EPS.

Several other equities analysts also recently weighed in on the company. Jefferies Financial Group downgraded Arch Capital Group from a "buy" rating to a "hold" rating and dropped their price objective for the company from $106.00 to $100.00 in a research note on Tuesday, June 10th. Cantor Fitzgerald raised Arch Capital Group to a "hold" rating in a research note on Wednesday, August 13th. Wolfe Research started coverage on Arch Capital Group in a research note on Monday. They issued a "peer perform" rating for the company. Wells Fargo & Company dropped their price objective on Arch Capital Group from $110.00 to $107.00 and set an "overweight" rating for the company in a research note on Thursday, July 31st. Finally, Cowen reaffirmed a "buy" rating on shares of Arch Capital Group in a research note on Monday, August 4th. Nine analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $111.27.

Arch Capital Group Stock Performance

Shares of ACGL stock opened at $88.19 on Friday. The company has a market cap of $32.91 billion, a price-to-earnings ratio of 9.10, a price-to-earnings-growth ratio of 5.35 and a beta of 0.51. The stock has a 50 day simple moving average of $89.77 and a 200-day simple moving average of $91.27. Arch Capital Group has a 12-month low of $82.49 and a 12-month high of $116.47. The company has a current ratio of 0.56, a quick ratio of 0.56 and a debt-to-equity ratio of 0.16.

Insiders Place Their Bets

In other Arch Capital Group news, insider Maamoun Rajeh sold 10,000 shares of the firm's stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $94.15, for a total transaction of $941,500.00. Following the completion of the transaction, the insider owned 433,589 shares of the company's stock, valued at approximately $40,822,404.35. This trade represents a 2.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 4.20% of the company's stock.

Hedge Funds Weigh In On Arch Capital Group

Several hedge funds have recently bought and sold shares of ACGL. Capital A Wealth Management LLC purchased a new position in Arch Capital Group during the fourth quarter worth $25,000. Bartlett & CO. Wealth Management LLC purchased a new position in Arch Capital Group during the first quarter worth $27,000. Meeder Asset Management Inc. increased its position in Arch Capital Group by 116.3% during the first quarter. Meeder Asset Management Inc. now owns 279 shares of the insurance provider's stock worth $27,000 after buying an additional 150 shares in the last quarter. Wayfinding Financial LLC purchased a new position in Arch Capital Group during the first quarter worth $31,000. Finally, Zions Bancorporation National Association UT acquired a new stake in shares of Arch Capital Group during the first quarter worth $37,000. 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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