Royal Bank of Canada Purchases 8,381 Shares of Arch Capital Group Ltd. $ACGL

Royal Bank of Canada grew its position in shares of Arch Capital Group Ltd. (NASDAQ:ACGL) by 0.2% during the first quarter, according to its most recent filing with the SEC. The firm owned 3,532,044 shares of the insurance provider’s stock after acquiring an additional 8,381 shares during the period. Royal Bank of Canada’s holdings in Arch Capital Group were worth $339,041,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in ACGL. Legacy Advisors LLC grew its stake in Arch Capital Group by 1.2% in the fourth quarter. Legacy Advisors LLC now owns 9,551 shares of the insurance provider’s stock worth $916,000 after purchasing an additional 112 shares during the period. Twin Capital Management Inc. lifted its position in Arch Capital Group by 1.4% during the first quarter. Twin Capital Management Inc. now owns 8,177 shares of the insurance provider’s stock valued at $785,000 after buying an additional 116 shares during the period. V Square Quantitative Management LLC lifted its position in Arch Capital Group by 1.3% during the first quarter. V Square Quantitative Management LLC now owns 9,453 shares of the insurance provider’s stock valued at $907,000 after buying an additional 123 shares during the period. TD Waterhouse Canada Inc. boosted its holdings in shares of Arch Capital Group by 72.7% during the 4th quarter. TD Waterhouse Canada Inc. now owns 323 shares of the insurance provider’s stock valued at $31,000 after buying an additional 136 shares in the last quarter. Finally, Transamerica Financial Advisors LLC boosted its holdings in shares of Arch Capital Group by 12.7% during the 2nd quarter. Transamerica Financial Advisors LLC now owns 1,245 shares of the insurance provider’s stock valued at $113,000 after buying an additional 140 shares in the last quarter. Hedge funds and other institutional investors own 89.07% of the company’s stock.

Insider Transactions at Arch Capital Group

In other news, Director Brian S. Posner sold 3,000 shares of the company’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $19.66, for a total value of $58,980.00. The sale was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 3.30% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. JPMorgan Chase & Co. increased their price target on shares of Arch Capital Group from $110.00 to $116.00 and gave the stock a “neutral” rating in a research note on Monday, July 20th. Weiss Ratings cut shares of Arch Capital Group from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, May 18th. Mizuho raised their target price on shares of Arch Capital Group from $101.00 to $104.00 and gave the company a “neutral” rating in a research note on Thursday, July 9th. UBS Group reiterated a “buy” rating and set a $120.00 target price (up from $114.00) on shares of Arch Capital Group in a report on Wednesday, July 8th. Finally, Cantor Fitzgerald reissued a “neutral” rating and issued a $102.00 price target (up from $100.00) on shares of Arch Capital Group in a research report on Thursday, July 9th. Eight investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $109.82.

Arch Capital Group News Summary

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

• Positive Sentiment: Arch Capital reported second-quarter adjusted earnings of $2.56 per share, exceeding consensus estimates of $2.47–$2.49. Revenue was reported at $8.72 billion versus the $4.36 billion estimate. Arch Capital Group earnings results
• Positive Sentiment: Reserve gains and higher investment income helped offset catastrophe-related losses and supported the quarterly earnings beat. The company also reported a 17.61% return on equity and a 24.64% net margin. ACGL Q2 earnings beat on reserve gains and investment income
• Positive Sentiment: Morgan Stanley reaffirmed its Buy rating and maintained a $110 price target, citing resilient earnings and capital deployment. Arch Capital Buy rating reaffirmed
• Neutral Sentiment: Management’s earnings-call materials highlighted solid overall results, but investors are assessing the balance between investment performance, reserve development and insurance underwriting trends. Arch Capital Q2 2026 earnings call transcript
• Negative Sentiment: Premiums and underwriting profit declined, while catastrophe pressure increased. Second-quarter EPS also slipped from $2.58 a year earlier to $2.56, suggesting that the headline beat did not represent year-over-year earnings growth. Arch Capital key metrics compared with estimates

Arch Capital Group Price Performance

Shares of NASDAQ:ACGL opened at $104.55 on Thursday. The business has a fifty day moving average price of $96.32 and a 200-day moving average price of $96.03. The company has a debt-to-equity ratio of 0.15, a current ratio of 0.55 and a quick ratio of 0.55. The company has a market capitalization of $36.53 billion, a PE ratio of 8.17, a PEG ratio of 5.30 and a beta of 0.31. Arch Capital Group Ltd. has a 1-year low of $82.44 and a 1-year high of $107.08.

Arch Capital Group (NASDAQ:ACGL) last announced its quarterly earnings results on Tuesday, July 28th. The insurance provider reported $2.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.47 by $0.09. Arch Capital Group had a net margin of 24.40% and a return on equity of 17.06%. The company had revenue of $8.72 billion for the quarter, compared to analysts’ expectations of $4.36 billion. During the same quarter in the previous year, the business posted $2.58 EPS. As a group, equities analysts expect that Arch Capital Group Ltd. will post 9.34 EPS for the current fiscal year.

About Arch Capital Group

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.