Analysts Set Arch Capital Group Ltd. (NASDAQ:ACGL) Target Price at $106.32

Arch Capital Group Ltd. (NASDAQ:ACGL) has received an average recommendation of “Hold” from the seventeen brokerages that are currently covering the company, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, eight have assigned a hold recommendation and eight have given a buy recommendation to the company. The average 12 month price target among brokers that have issued a report on the stock in the last year is $106.3214.

ACGL has been the subject of a number of recent research reports. Wells Fargo & Company boosted their price objective on Arch Capital Group from $109.00 to $110.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. JPMorgan Chase & Co. decreased their price objective on Arch Capital Group from $117.00 to $110.00 and set a “neutral” rating for the company in a report on Monday, April 20th. Royal Bank Of Canada boosted their price objective on Arch Capital Group from $108.00 to $115.00 and gave the stock an “outperform” rating in a report on Wednesday, February 11th. Morgan Stanley set a $105.00 price objective on Arch Capital Group in a report on Friday, May 1st. Finally, Weiss Ratings lowered Arch Capital Group from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, May 18th.

Insiders Place Their Bets

In other Arch Capital Group news, Director Daniel Joseph Houston bought 5,300 shares of Arch Capital Group stock in a transaction dated Thursday, April 30th. The stock was bought at an average cost of $94.08 per share, with a total value of $498,624.00. Following the completion of the acquisition, the director directly owned 9,915 shares in the company, valued at approximately $932,803.20. The trade was a 114.84% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider David Gansberg sold 5,907 shares of the company’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $96.37, for a total value of $569,257.59. Following the completion of the transaction, the insider directly owned 336,559 shares of the company’s stock, valued at approximately $32,434,190.83. This represents a 1.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 32,837 shares of company stock valued at $2,766,946. Insiders own 3.30% of the company’s stock.

Hedge Funds Weigh In On Arch Capital Group

Several institutional investors have recently modified their holdings of ACGL. Geneos Wealth Management Inc. grew its holdings in shares of Arch Capital Group by 157.9% in the first quarter. Geneos Wealth Management Inc. now owns 673 shares of the insurance provider’s stock valued at $65,000 after acquiring an additional 412 shares in the last quarter. Sivia Capital Partners LLC bought a new position in shares of Arch Capital Group in the second quarter valued at approximately $253,000. CW Advisors LLC lifted its stake in Arch Capital Group by 6.5% in the second quarter. CW Advisors LLC now owns 3,098 shares of the insurance provider’s stock valued at $282,000 after purchasing an additional 189 shares during the last quarter. Jump Financial LLC bought a new position in Arch Capital Group during the second quarter valued at $667,000. Finally, Cerity Partners LLC grew its holdings in Arch Capital Group by 11.6% during the second quarter. Cerity Partners LLC now owns 47,486 shares of the insurance provider’s stock valued at $4,324,000 after purchasing an additional 4,933 shares during the period. 89.07% of the stock is owned by institutional investors.

Arch Capital Group Stock Performance

Shares of ACGL opened at $87.89 on Monday. The company has a debt-to-equity ratio of 0.15, a quick ratio of 0.55 and a current ratio of 0.55. The stock has a 50 day moving average price of $95.01 and a two-hundred day moving average price of $95.10. The firm has a market capitalization of $30.71 billion, a P/E ratio of 6.75, a P/E/G ratio of 4.81 and a beta of 0.32. Arch Capital Group has a 52 week low of $82.44 and a 52 week high of $103.39.

Arch Capital Group (NASDAQ:ACGL) last issued its quarterly earnings data on Tuesday, March 31st. The insurance provider reported $2.50 EPS for the quarter. The firm had revenue of $4.52 billion during the quarter. Arch Capital Group had a return on equity of 17.61% and a net margin of 24.64%. Equities analysts forecast that Arch Capital Group will post 9.29 earnings per share for the current fiscal year.

Key Headlines Impacting Arch Capital Group

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

• Positive Sentiment: Arch Capital announced a leadership transition that expands Maamoun Rajeh’s role to President of the company’s Insurance segment, creating a single-president model that may improve coordination across its insurance, reinsurance and mortgage businesses. Arch Capital Group Ltd. Announces Leadership Transition
• Positive Sentiment: The company also priced a $2.0 billion senior notes offering, which is typically seen as a proactive financing move to refinance or retire existing debt and manage maturities. Arch Capital Group Ltd. Announces $2,000,000,000 Public Offering of Senior Notes
• Positive Sentiment: Arch Capital also launched cash tender offers for certain subsidiary debt securities, another sign it is actively managing its capital structure. Arch Capital Group Ltd. Announces Cash Tender Offers to Purchase up to a Capped Amount of Certain of Its Subsidiaries’ Debt Securities
• Neutral Sentiment: Zacks Research nudged some longer-dated earnings estimates higher, including Q1 2027 and some forward-year projections, suggesting confidence in Arch’s medium-term earnings power. Arch Capital Group Restructures Leadership Under Single President
• Negative Sentiment: However, the same analyst updates trimmed near-term and some outer-year EPS estimates, including FY2026, Q3 2026, FY2027 and FY2028, which can pressure sentiment by implying slightly softer earnings growth expectations. Arch Capital Group Restructures Leadership Under Single President

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.