Zacks Research Brokers Decrease Earnings Estimates for ACGL

Arch Capital Group Ltd. (NASDAQ:ACGL) – Equities researchers at Zacks Research dropped their Q4 2026 earnings per share (EPS) estimates for shares of Arch Capital Group in a research report issued to clients and investors on Tuesday, November 10th. Zacks Research analyst Team now forecasts that the insurance provider will post earnings per share of $2.38 for the quarter, down from their prior forecast of $2.43. The consensus estimate for Arch Capital Group’s current full-year earnings is $10.18 per share. Zacks Research also issued estimates for Arch Capital Group’s Q2 2027 earnings at $2.55 EPS, Q3 2027 earnings at $2.05 EPS, Q4 2027 earnings at $2.58 EPS, FY2027 earnings at $9.73 EPS, Q1 2028 earnings at $2.52 EPS, Q2 2028 earnings at $2.62 EPS and Q3 2028 earnings at $2.70 EPS.

Arch Capital Group (NASDAQ:ACGL) last announced its quarterly earnings results on Tuesday, October 27th. The insurance provider reported $2.67 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.31 by $0.36. The business had revenue of $4.66 billion during the quarter, compared to analyst estimates of $4.06 billion. Arch Capital Group had a return on equity of 16.62% and a net margin of 23.31%. During the same period in the previous year, the company earned $2.77 EPS.

Other equities analysts have also issued research reports about the stock. Atlantic Securities set a $126.00 price objective on shares of Arch Capital Group in a research report on Wednesday, July 15th. Wells Fargo & Company boosted their target price on shares of Arch Capital Group from $107.00 to $119.00 and gave the stock an “overweight” rating in a research report on Monday, November 2nd. BMO Capital Markets boosted their target price on shares of Arch Capital Group from $95.00 to $102.00 in a research report on Wednesday, August 5th. Weiss Ratings upgraded shares of Arch Capital Group from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, October 9th. Finally, Morgan Stanley set a $103.00 price target on shares of Arch Capital Group and gave the company an “equal weight” rating in a report on Thursday, October 29th. Seven research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $111.65.

Arch Capital Group Trading Up 0.9%

Shares of NASDAQ ACGL opened at $109.14 on Wednesday. The business has a 50 day simple moving average of $99.25 and a 200 day simple moving average of $97.38. Arch Capital Group has a 52 week low of $87.05 and a 52 week high of $113.63. The stock has a market cap of $37.24 billion, a price-to-earnings ratio of 8.92, a PEG ratio of 3.55 and a beta of 0.22. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.56 and a current ratio of 0.56.

Insider Buying and Selling at Arch Capital Group

In related news, CFO Francois Morin sold 11,010 shares of the company’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $99.32, for a total transaction of $1,093,513.20. Following the completion of the sale, the chief financial officer directly owned 184,826 shares of the company’s stock, valued at approximately $18,356,918.32. This represents a 5.62% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 3.30% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of ACGL. Horizons Wealth Management bought a new stake in Arch Capital Group during the third quarter valued at about $25,000. Torren Management LLC increased its stake in shares of Arch Capital Group by 66.9% in the second quarter. Torren Management LLC now owns 292 shares of the insurance provider’s stock worth $28,000 after purchasing an additional 117 shares during the period. Gen Wealth Partners Inc bought a new position in shares of Arch Capital Group in the third quarter worth about $33,000. Silver Grove Financial Group Inc. increased its stake in shares of Arch Capital Group by 43.8% in the third quarter. Silver Grove Financial Group Inc. now owns 368 shares of the insurance provider’s stock worth $34,000 after purchasing an additional 112 shares during the period. Finally, Continuum Advisory LLC acquired a new position in shares of Arch Capital Group during the 2nd quarter worth about $46,000. Institutional investors own 89.07% of the company’s stock.

More Arch Capital Group News

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

• Positive Sentiment: Zacks Research raised its Q2 2027 EPS estimate to $2.55 from $2.48 and its Q3 2028 estimate to $2.70 from $2.39, indicating stronger expectations for those periods.
• Positive Sentiment: A Zacks article cited disciplined underwriting, investment income, acquisitions and cash flow as supports for potential earnings and book-value growth; it also noted ACGL’s 19.5% gain over the past year. Article: ACGL Stock Gains 19.5% in a Year: Here’s What Investors Should Know
• Neutral Sentiment: Another Zacks item reported a 0.86% weekly gain and discussed ACGL’s momentum-investing appeal, but it did not provide a new company-specific catalyst. Article: Arch Capital Group Is Up 0.86% in One Week
• Negative Sentiment: Zacks lowered estimates for Q4 2026 EPS to $2.38 from $2.43, Q3 2027 to $2.05 from $2.06, Q4 2027 to $2.58 from $2.69, and FY2027 to $9.73 from $9.76. It also reduced Q1 and Q2 2028 forecasts, suggesting some caution about the earnings outlook.

Arch Capital Group Company Profile

Arch Capital Group Ltd. is a global insurance and reinsurance company headquartered in Bermuda. Through its insurance, reinsurance and mortgage insurance operations, it provides coverage and risk-management solutions to businesses, financial institutions and other customers. The company’s offerings include property and casualty insurance, specialty coverage and reinsurance for risks such as property, casualty and professional liability. Its mortgage insurance business serves lenders and borrowers, primarily in the United States.