FY2025 Earnings Forecast for ACGL Issued By Zacks Research

Arch Capital Group Ltd. (NASDAQ:ACGL) – Research analysts at Zacks Research lifted their FY2025 earnings estimates for shares of Arch Capital Group in a research report issued on Wednesday, December 10th. Zacks Research analyst Team now anticipates that the insurance provider will earn $9.11 per share for the year, up from their previous estimate of $9.09. The consensus estimate for Arch Capital Group’s current full-year earnings is $8.42 per share. Zacks Research also issued estimates for Arch Capital Group’s Q4 2025 earnings at $2.22 EPS, Q2 2026 earnings at $2.44 EPS, Q3 2026 earnings at $1.85 EPS, Q4 2026 earnings at $2.61 EPS, Q2 2027 earnings at $2.37 EPS and FY2027 earnings at $9.99 EPS.

Arch Capital Group (NASDAQ:ACGL) last announced its quarterly earnings results on Monday, October 27th. The insurance provider reported $2.77 EPS for the quarter, topping analysts’ consensus estimates of $1.76 by $1.01. Arch Capital Group had a net margin of 20.96% and a return on equity of 16.38%. The firm had revenue of $5.11 billion during the quarter, compared to analyst estimates of $4.39 billion. During the same period in the previous year, the business posted $1.99 earnings per share.

Other equities analysts have also recently issued reports about the company. Cantor Fitzgerald reissued a “neutral” rating and set a $98.00 price target on shares of Arch Capital Group in a report on Tuesday, October 28th. The Goldman Sachs Group set a $88.00 price objective on Arch Capital Group and gave the company a “sell” rating in a research report on Tuesday, October 14th. Wolfe Research initiated coverage on Arch Capital Group in a research report on Monday, September 15th. They issued a “peer perform” rating on the stock. Citigroup reaffirmed a “market outperform” rating on shares of Arch Capital Group in a research report on Tuesday, October 28th. Finally, JPMorgan Chase & Co. increased their price objective on shares of Arch Capital Group from $110.00 to $111.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 28th. Eight 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’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $106.85.

Arch Capital Group Trading Down 0.2%

Shares of ACGL stock opened at $91.77 on Thursday. Arch Capital Group has a 12-month low of $82.44 and a 12-month high of $97.40. The company has a current ratio of 0.55, a quick ratio of 0.55 and a debt-to-equity ratio of 0.13. The firm’s 50 day moving average is $90.29 and its 200 day moving average is $90.34. The stock has a market capitalization of $33.28 billion, a P/E ratio of 8.58, a P/E/G ratio of 2.14 and a beta of 0.47.

Insider Activity at Arch Capital Group

In other news, CFO Francois Morin sold 8,000 shares of Arch Capital Group stock in a transaction dated Friday, November 28th. The stock was sold at an average price of $94.62, for a total transaction of $756,960.00. Following the transaction, the chief financial officer directly owned 266,681 shares of the company’s stock, valued at $25,233,356.22. The trade was a 2.91% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 4.20% of the stock is owned by company insiders.

Institutional Investors Weigh In On Arch Capital Group

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. WealthCollab LLC boosted its position in shares of Arch Capital Group by 410.3% in the third quarter. WealthCollab LLC now owns 296 shares of the insurance provider’s stock worth $27,000 after purchasing an additional 238 shares during the period. JPL Wealth Management LLC purchased a new position in shares of Arch Capital Group during the 3rd quarter valued at $28,000. Cornerstone Planning Group LLC boosted its holdings in Arch Capital Group by 426.0% in the 3rd quarter. Cornerstone Planning Group LLC now owns 384 shares of the insurance provider’s stock worth $33,000 after buying an additional 311 shares during the period. Zions Bancorporation National Association UT purchased a new stake in Arch Capital Group in the 1st quarter worth $37,000. Finally, Quent Capital LLC purchased a new stake in Arch Capital Group in the 3rd quarter worth $37,000. Institutional investors own 89.07% of the company’s stock.

About Arch Capital Group

Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products worldwide. The company's Insurance segment offers primary and excess casualty coverages; loss sensitive primary casualty insurance programs; directors' and officers' liability, errors and omissions liability, employment practices and fiduciary liability, crime, professional indemnity, and other financial related coverages; medical professional and general liability insurance coverages; and workers' compensation and umbrella liability, as well as commercial automobile and inland marine products.