Arch Capital Group Ltd. (NASDAQ:ACGL) Stock Has Average Target Price of $108.39

Shares of Arch Capital Group Ltd. (NASDAQ:ACGL) have received a consensus recommendation of “Hold” from the sixteen research firms that are covering the stock, MarketBeat reports. One research analyst has rated the stock with a sell rating, eight have given a hold rating and seven have assigned a buy rating to the company. The average twelve-month price objective among analysts that have issued ratings on the stock in the last year is $109.94.

ACGL has been the subject of several research reports. Bank of America increased their price objective on shares of Arch Capital Group from $129.00 to $131.00 and gave the company a “buy” rating in a research note on Monday, October 12th. Jefferies Financial Group increased their price target on Arch Capital Group from $102.00 to $106.00 and gave the company a “hold” rating in a research note on Thursday. Keefe, Bruyette & Woods cut their price objective on Arch Capital Group from $99.00 to $95.00 and set a “market perform” rating on the stock in a report on Monday, October 12th. JPMorgan Chase & Co. reduced their price objective on Arch Capital Group from $118.00 to $113.00 and set a “neutral” rating on the stock in a research report on Friday, October 9th. Finally, Morgan Stanley set a $103.00 target price on Arch Capital Group and gave the stock an “equal weight” rating in a report on Thursday.

Key Stories Impacting Arch Capital Group

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

• Positive Sentiment: Quarterly earnings beat expectations: Arch reported third-quarter earnings of $2.67 per share, exceeding the $2.31 consensus estimate, while revenue of $4.66 billion also surpassed forecasts of $4.06 billion. The results support investor confidence in the insurer’s underwriting and investment performance, although EPS was below $2.77 in the prior-year quarter. Arch Capital Q3 2026 Earnings Call Transcript
• Positive Sentiment: Expanded reinsurance letter-of-credit facility: Arch Reinsurance Ltd., a subsidiary of Arch Capital, expanded its reinsurance letter-of-credit facility. The additional financial flexibility can support underwriting capacity, collateral requirements and future growth. Arch Capital Expands Reinsurance Letter of Credit Facility
• Positive Sentiment: Supportive analyst action: Citigroup raised its price target to $125 from $122.50 and maintained a “buy” rating, implying further potential upside. Jefferies also lifted its target to $106 from $102, reinforcing the view that Arch’s operating performance remains solid. Citigroup Arch Capital Price Target Jefferies Arch Capital Price Target
• Neutral Sentiment: Board update: Arch announced a board-related change amid commentary highlighting its continued strong performance. The update does not appear to materially alter the company’s near-term fundamentals. Arch Capital Board Change
• Neutral Sentiment: Analyst sentiment remains mixed overall, while a Zacks article highlighted the potential usefulness of earnings-estimate tools rather than announcing a company-specific catalyst.

Insider Transactions at Arch Capital Group

In other news, CFO Francois Morin sold 11,010 shares of the firm’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $99.32, for a total transaction of $1,093,513.20. Following the completion of the transaction, the chief financial officer directly owned 184,826 shares in the company, valued at $18,356,918.32. This trade represents a 5.62% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 3.30% of the stock is currently owned by corporate insiders.

Institutional Trading of Arch Capital Group

Several large investors have recently modified their holdings of the stock. Assenagon Asset Management S.A. increased its stake in Arch Capital Group by 295.6% in the 2nd quarter. Assenagon Asset Management S.A. now owns 50,073 shares of the insurance provider’s stock worth $4,860,000 after purchasing an additional 37,416 shares during the period. Sequoia Financial Advisors LLC lifted its position in Arch Capital Group by 29.7% in the second quarter. Sequoia Financial Advisors LLC now owns 46,100 shares of the insurance provider’s stock valued at $4,474,000 after purchasing an additional 10,562 shares during the last quarter. Weiss Asset Management LP boosted its stake in shares of Arch Capital Group by 88.5% during the first quarter. Weiss Asset Management LP now owns 42,300 shares of the insurance provider’s stock valued at $4,060,000 after purchasing an additional 19,860 shares during the period. Triad Investment Management purchased a new stake in shares of Arch Capital Group during the second quarter valued at approximately $2,030,000. Finally, WINTON GROUP Ltd purchased a new stake in shares of Arch Capital Group during the second quarter valued at approximately $4,625,000. Institutional investors and hedge funds own 89.07% of the company’s stock.

Arch Capital Group Price Performance

Shares of ACGL opened at $106.36 on Thursday. The firm has a market capitalization of $36.29 billion, a PE ratio of 8.70, a PEG ratio of 3.55 and a beta of 0.28. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.56 and a quick ratio of 0.57. Arch Capital Group has a fifty-two week low of $84.69 and a fifty-two week high of $107.08. The company’s 50-day moving average is $97.94 and its 200-day moving average is $96.77.

Arch Capital Group (NASDAQ:ACGL) last released its quarterly earnings results on Tuesday, October 27th. The insurance provider reported $2.67 EPS for the quarter, beating the consensus estimate of $2.31 by $0.36. The business had revenue of $4.66 billion for the quarter, compared to the consensus estimate of $4.06 billion. Arch Capital Group had a net margin of 23.31% and a return on equity of 16.62%. During the same period in the prior year, the company posted $2.77 earnings per share. Equities analysts forecast that Arch Capital Group will post 10.02 EPS for the current year.

Arch Capital Group Company Profile

Arch Capital Group Ltd. is a Bermuda-based insurance, reinsurance and mortgage insurance company whose shares trade on the Nasdaq under the symbol ACGL. The company was established in 1995 and has developed into a global provider of specialty risk-management products and services.

Through its insurance operations, Arch offers property, casualty, specialty, and accident and health coverage to businesses and other policyholders. Its reinsurance operations provide coverage and risk-transfer solutions to insurance companies across a range of property and casualty lines.