Zacks Research Analysts Lower Earnings Estimates for ACGL

Key Points

• Zacks Research has lowered Q2 2026 EPS estimates for Arch Capital Group from $2.53 to $2.49, with the full-year earnings estimate now at $8.42 per share.
• Despite the lowered estimates, several analysts maintain a buy rating on ACGL, with Wells Fargo raising its target price from $107 to $111.
• Institutional investors hold a significant 89.07% ownership stake in Arch Capital Group, indicating strong institutional interest in the stock.

Arch Capital Group Ltd. (NASDAQ:ACGL - Free Report) - Zacks Research reduced their Q2 2026 EPS estimates for shares of Arch Capital Group in a research report issued to clients and investors on Wednesday, October 8th. Zacks Research analyst Team now anticipates that the insurance provider will post earnings per share of $2.49 for the quarter, down from their previous estimate of $2.53. 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 FY2026 earnings at $9.28 EPS, Q2 2027 earnings at $2.55 EPS, Q3 2027 earnings at $2.25 EPS and FY2027 earnings at $9.91 EPS.

ACGL has been the topic of a number of other research reports. Cowen reiterated a "buy" rating on shares of Arch Capital Group in a research report on Monday, August 4th. Wolfe Research initiated coverage on shares of Arch Capital Group in a research report on Monday, September 15th. They issued a "peer perform" rating on the stock. Weiss Ratings reiterated a "hold (c+)" rating on shares of Arch Capital Group in a research report on Wednesday. Wells Fargo & Company lifted their target price on shares of Arch Capital Group from $107.00 to $111.00 and gave the stock an "overweight" rating in a research report on Wednesday. Finally, Barclays set a $99.00 target price on shares of Arch Capital Group and gave the stock an "equal weight" rating in a research report on Wednesday. Eight equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $110.31.

Arch Capital Group Price Performance

Shares of NASDAQ:ACGL opened at $93.10 on Thursday. The stock has a market cap of $34.75 billion, a PE ratio of 9.61, a PEG ratio of 5.74 and a beta of 0.47. The company's fifty day moving average is $90.42 and its 200 day moving average is $91.13. Arch Capital Group has a 52 week low of $82.49 and a 52 week high of $116.40. The company has a quick ratio of 0.56, a current ratio of 0.56 and a debt-to-equity ratio of 0.16.

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

Hedge Funds Weigh In On Arch Capital Group

Institutional investors have recently bought and sold shares of the stock. Bartlett & CO. Wealth Management LLC bought a new position in Arch Capital Group in the first quarter worth about $27,000. Meeder Asset Management Inc. increased its stake in shares of Arch Capital Group by 116.3% during the first quarter. Meeder Asset Management Inc. now owns 279 shares of the insurance provider's stock valued at $27,000 after purchasing an additional 150 shares in the last quarter. Wayfinding Financial LLC bought a new position in shares of Arch Capital Group during the first quarter valued at approximately $31,000. Zions Bancorporation National Association UT bought a new position in shares of Arch Capital Group during the first quarter valued at approximately $37,000. Finally, Caitong International Asset Management Co. Ltd increased its stake in shares of Arch Capital Group by 3,450.0% during the second quarter. Caitong International Asset Management Co. Ltd now owns 426 shares of the insurance provider's stock valued at $39,000 after purchasing an additional 414 shares in the last quarter. 89.07% of the stock is owned by institutional investors.

Insider Transactions at Arch Capital Group

In related news, insider Maamoun Rajeh sold 10,000 shares of the 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 transaction, 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 filing with the Securities & Exchange Commission, which is available at this link. 4.20% of the stock is currently owned by 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.

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