Arch Capital Group (NASDAQ:ACGL) Price Target Raised to $102.00

Arch Capital Group (NASDAQ:ACGL) had its price target upped by Mizuho from $95.00 to $102.00 in a report released on Thursday, MarketBeat Ratings reports. The brokerage currently has a neutral rating on the insurance provider’s stock.

A number of other brokerages have also recently issued reports on ACGL. Evercore set a $100.00 target price on Arch Capital Group and gave the stock an “in-line” rating in a report on Wednesday, January 7th. Royal Bank Of Canada increased their price target on Arch Capital Group from $108.00 to $115.00 and gave the company an “outperform” rating in a research report on Wednesday. Keefe, Bruyette & Woods lifted their price objective on shares of Arch Capital Group from $100.00 to $102.00 and gave the stock a “market perform” rating in a research report on Tuesday, January 6th. Wells Fargo & Company increased their target price on shares of Arch Capital Group from $106.00 to $109.00 and gave the stock an “overweight” rating in a research report on Wednesday. Finally, Weiss Ratings raised shares of Arch Capital Group from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 4th. Nine analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Arch Capital Group has an average rating of “Hold” and an average target price of $109.27.

Arch Capital Group Price Performance

Shares of NASDAQ:ACGL opened at $98.38 on Thursday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.55 and a current ratio of 0.53. Arch Capital Group has a 52 week low of $82.44 and a 52 week high of $103.39. The firm has a market cap of $35.68 billion, a PE ratio of 8.47, a price-to-earnings-growth ratio of 3.94 and a beta of 0.42. The firm’s fifty day moving average is $95.13 and its 200-day moving average is $91.92.

Arch Capital Group (NASDAQ:ACGL) last posted its quarterly earnings data on Monday, February 9th. The insurance provider reported $2.98 EPS for the quarter, topping analysts’ consensus estimates of $2.34 by $0.64. The company had revenue of $3.80 billion for the quarter, compared to analyst estimates of $3.94 billion. Arch Capital Group had a return on equity of 16.73% and a net margin of 22.07%.During the same period in the previous year, the firm earned $2.26 earnings per share. Sell-side analysts predict that Arch Capital Group will post 8.42 earnings per share for the current year.

Insider Activity

In related news, insider Maamoun Rajeh sold 47,430 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $96.12, for a total transaction of $4,558,971.60. Following the completion of the transaction, the insider directly owned 433,589 shares in the company, valued at approximately $41,676,574.68. The trade was a 9.86% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider John M. Pasquesi sold 8,800 shares of the stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $94.17, for a total value of $828,696.00. Following the transaction, the insider directly owned 289,556 shares of the company’s stock, valued at approximately $27,267,488.52. The trade was a 2.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 268,096 shares of company stock valued at $25,287,645 in the last quarter. 4.20% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Bridges Investment Management Inc. bought a new stake in shares of Arch Capital Group during the 3rd quarter worth $1,413,000. Allianz Asset Management GmbH raised its position in Arch Capital Group by 12.5% in the third quarter. Allianz Asset Management GmbH now owns 192,567 shares of the insurance provider’s stock worth $17,472,000 after acquiring an additional 21,323 shares during the period. WCM Investment Management LLC boosted its stake in Arch Capital Group by 1.3% in the third quarter. WCM Investment Management LLC now owns 13,525,402 shares of the insurance provider’s stock valued at $1,214,987,000 after acquiring an additional 171,693 shares during the last quarter. High Ground Investment Management LLP grew its position in shares of Arch Capital Group by 3.5% during the 3rd quarter. High Ground Investment Management LLP now owns 1,714,668 shares of the insurance provider’s stock valued at $155,572,000 after acquiring an additional 58,151 shares during the period. Finally, Cooke & Bieler LP purchased a new stake in shares of Arch Capital Group during the 3rd quarter worth approximately $210,856,000. Hedge funds and other institutional investors own 89.07% of the company’s stock.

Key Arch Capital Group News

Here are the key news stories impacting Arch Capital Group this week:

• Positive Sentiment: Multiple sell‑side firms raised targets this week — including a lift to $115 and another to $109 — and at least one analyst flagged upside potential, providing upward pressure on the stock’s outlook. Read More. Read More. Read More.
• Positive Sentiment: Large institutional activity: Bridgewater and other funds appear to have increased stakes in Arch in Q4, signaling continued institutional interest that can support the share price. Read More.
• Neutral Sentiment: Analyst coverage remains mixed but tilted toward conviction — MarketBeat shows a mix of Buy/Hold ratings and a consensus target near ~$109, meaning sentiment is constructive overall but not unanimous. Read More.
• Neutral Sentiment: Summary and analyst surveys/articles (Globe and Mail, Benzinga) provide varied perspectives and projections — useful context but unlikely to move the stock materially absent new company-specific news. Read More. Read More.
• Negative Sentiment: Insider selling: President Maamoun Rajeh sold 47,430 shares (~$4.56M) on Feb. 11, cutting his stake nearly 10% — a high‑profile sale that can weigh on sentiment short term. Read More.
• Negative Sentiment: Other outlets flagged the multimillion‑dollar insider transaction, amplifying headlines around the sale and contributing to downward price pressure today. Read More.

Arch Capital Group Company Profile

Arch Capital Group Ltd. (NASDAQ: ACGL) is a Bermuda-based insurance and reinsurance holding company that underwrites a broad range of property and casualty, mortgage, and specialty risk products. The company operates through a group of underwriting subsidiaries and platforms to provide insurance, reinsurance and related risk solutions tailored to commercial, institutional and individual clients.

Arch’s product mix includes treaty and facultative reinsurance, primary casualty and property insurance, mortgage insurance and other specialty lines.