Zacks Research Has Bullish Forecast for ACGL FY2026 Earnings

Arch Capital Group Ltd. (NASDAQ:ACGL - Free Report) - Equities research analysts at Zacks Research increased their FY2026 EPS estimates for Arch Capital Group in a note issued to investors on Tuesday, June 3rd. Zacks Research analyst T. De now anticipates that the insurance provider will post earnings per share of $9.52 for the year, up from their previous estimate of $9.51. 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 Q1 2027 earnings at $2.59 EPS.

Other analysts have also recently issued reports about the stock. Jefferies Financial Group lifted their target price on shares of Arch Capital Group from $105.00 to $106.00 and gave the company a "buy" rating in a research note on Friday, April 11th. Morgan Stanley set a $110.00 target price on shares of Arch Capital Group and gave the company an "overweight" rating in a research note on Monday, May 19th. Keefe, Bruyette & Woods lifted their target price on shares of Arch Capital Group from $104.00 to $113.00 and gave the company an "outperform" rating in a research note on Tuesday, May 6th. Wells Fargo & Company lifted their target price on shares of Arch Capital Group from $106.00 to $108.00 and gave the company an "overweight" rating in a research note on Thursday, May 1st. Finally, Barclays reduced their target price on shares of Arch Capital Group from $100.00 to $93.00 and set an "equal weight" rating for the company in a research note on Friday, April 11th. Six investment analysts have rated the stock with a hold rating and eleven have given a buy rating to the company. Based on data from MarketBeat.com, Arch Capital Group currently has an average rating of "Moderate Buy" and a consensus price target of $115.00.

Arch Capital Group Stock Up 1.0%

NASDAQ ACGL traded up $0.96 during trading on Thursday, reaching $95.53. The company's stock had a trading volume of 711,351 shares, compared to its average volume of 1,687,238. The company has a current ratio of 0.54, a quick ratio of 0.58 and a debt-to-equity ratio of 0.15. The stock has a market capitalization of $35.80 billion, a PE ratio of 8.53, a PEG ratio of 2.31 and a beta of 0.53. The business has a 50-day moving average price of $92.57 and a 200-day moving average price of $92.97. Arch Capital Group has a 1-year low of $82.49 and a 1-year high of $116.47.

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

Institutional Investors Weigh In On Arch Capital Group

Institutional investors and hedge funds have recently bought and sold shares of the business. Capital A Wealth Management LLC bought a new stake in Arch Capital Group in the 4th quarter valued at $25,000. Bartlett & CO. Wealth Management LLC bought a new stake in Arch Capital Group in the 1st quarter valued at $27,000. Meeder Asset Management Inc. increased its holdings in Arch Capital Group by 116.3% in the 1st quarter. Meeder Asset Management Inc. now owns 279 shares of the insurance provider's stock valued at $27,000 after buying an additional 150 shares during the period. Wayfinding Financial LLC bought a new stake in Arch Capital Group in the 1st quarter valued at $31,000. Finally, Cullen Frost Bankers Inc. bought a new stake in Arch Capital Group in the 4th quarter valued at $37,000. Institutional investors own 89.07% of the company's stock.

Insider Buying and Selling

In other Arch Capital Group news, CFO Francois Morin sold 12,630 shares of the business's stock in a transaction 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 sale, the chief financial officer now owns 274,681 shares of the company's stock, valued at $25,979,328.98. The trade was a 4.40% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Nicolas Papadopoulo sold 7,636 shares of the business's stock in a transaction on Friday, May 2nd. The shares were sold at an average price of $92.48, for a total transaction of $706,177.28. Following the completion of the sale, the chief executive officer now directly owns 795,718 shares in the company, valued at $73,588,000.64. This trade represents a 0.95% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 111,976 shares of company stock valued at $10,531,038. 4.10% of the stock is owned by company insiders.

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.