Gateway Wealth Partners LLC Buys New Position in Arch Capital Group Ltd. $ACGL

Gateway Wealth Partners LLC purchased a new position in Arch Capital Group Ltd. (NASDAQ:ACGL) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 7,857 shares of the insurance provider’s stock, valued at approximately $754,000.

Several other large investors have also added to or reduced their stakes in the stock. Legacy Advisors LLC increased its position in Arch Capital Group by 1.2% during the 4th quarter. Legacy Advisors LLC now owns 9,551 shares of the insurance provider’s stock valued at $916,000 after purchasing an additional 112 shares during the period. Twin Capital Management Inc. lifted its position in shares of Arch Capital Group by 1.4% in the 1st quarter. Twin Capital Management Inc. now owns 8,177 shares of the insurance provider’s stock worth $785,000 after purchasing an additional 116 shares during the period. V Square Quantitative Management LLC boosted its stake in shares of Arch Capital Group by 1.3% during the 1st quarter. V Square Quantitative Management LLC now owns 9,453 shares of the insurance provider’s stock valued at $907,000 after purchasing an additional 123 shares in the last quarter. TD Waterhouse Canada Inc. boosted its stake 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 purchasing an additional 136 shares in the last quarter. Finally, Transamerica Financial Advisors LLC increased its position in shares of Arch Capital Group by 12.7% during the second 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 during the period. Institutional investors own 89.07% of the company’s stock.

Insider Buying and Selling at Arch Capital Group

In other news, Director Brian S. Posner sold 3,000 shares of Arch Capital Group stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $19.66, for a total transaction of $58,980.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 3.30% of the company’s stock.

Arch Capital Group Stock Down 1.8%

Shares of Arch Capital Group stock opened at $104.55 on Thursday. 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 50-day moving average of $96.32 and a 200 day moving average of $96.03. The firm has a market cap of $36.53 billion, a price-to-earnings 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 issued its quarterly earnings results on Tuesday, July 28th. The insurance provider reported $2.56 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $4.36 billion. During the same period last year, the company posted $2.58 EPS. As a group, sell-side analysts anticipate that Arch Capital Group Ltd. will post 9.34 earnings per share for the current fiscal year.

Analyst Ratings Changes

ACGL has been the subject of a number of research reports. Barclays increased their price target on shares of Arch Capital Group from $104.00 to $106.00 and gave the stock an “equal weight” rating in a research note on Wednesday, April 8th. Mizuho lifted their price objective on Arch Capital Group from $101.00 to $104.00 and gave the company a “neutral” rating in a research report on Thursday, July 9th. Citigroup reiterated a “market outperform” rating on shares of Arch Capital Group in a report on Wednesday. Cantor Fitzgerald reissued a “neutral” rating and issued a $102.00 target price (up from $100.00) on shares of Arch Capital Group in a research report on Thursday, July 9th. Finally, Weiss Ratings cut Arch Capital Group from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, May 18th. Eight investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $109.82.

Key Headlines Impacting Arch Capital Group

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 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.