Arch Capital Group (NASDAQ:ACGL) Price Target Raised to $109.00 at Wells Fargo & Company

Arch Capital Group (NASDAQ:ACGL) had its target price hoisted by analysts at Wells Fargo & Company from $106.00 to $109.00 in a report issued on Wednesday,Benzinga reports. The firm presently has an “overweight” rating on the insurance provider’s stock. Wells Fargo & Company‘s target price would suggest a potential upside of 12.75% from the company’s previous close.

Other research analysts also recently issued research reports about the stock. JPMorgan Chase & Co. raised their target price on shares of Arch Capital Group from $111.00 to $117.00 and gave the company a “neutral” rating in a research report on Wednesday, January 7th. Keefe, Bruyette & Woods increased their price objective on shares of Arch Capital Group from $100.00 to $102.00 and gave the company a “market perform” rating in a research note on Tuesday, January 6th. Weiss Ratings raised shares of Arch Capital Group from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 4th. Royal Bank Of Canada set a $108.00 target price on Arch Capital Group and gave the stock an “outperform” rating in a report on Monday, November 24th. Finally, Barclays set a $104.00 target price on Arch Capital Group and gave the company an “equal weight” rating in a research report on Thursday, January 8th. Nine research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $107.73.

Arch Capital Group Trading Down 1.2%

ACGL traded down $1.18 during trading on Wednesday, hitting $96.67. 208,812 shares of the stock were exchanged, compared to its average volume of 2,194,661. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.55 and a current ratio of 0.55. The firm has a 50 day simple moving average of $94.73 and a 200 day simple moving average of $91.69. The firm has a market cap of $35.06 billion, a price-to-earnings ratio of 8.31, a P/E/G ratio of 2.02 and a beta of 0.42. Arch Capital Group has a 1 year low of $82.44 and a 1 year high of $103.39.

Arch Capital Group (NASDAQ:ACGL) last posted its quarterly earnings results on Monday, February 9th. The insurance provider reported $2.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.34 by $0.64. The business had revenue of $3.80 billion for the quarter, compared to the consensus estimate of $3.94 billion. Arch Capital Group had a return on equity of 17.00% and a net margin of 22.07%.During the same quarter in the prior year, the company earned $2.26 EPS. As a group, equities analysts expect that Arch Capital Group will post 8.42 EPS for the current year.

Insider Buying and Selling at Arch Capital Group

In related news, insider John M. Pasquesi sold 203,866 shares of the company’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $93.90, for a total transaction of $19,143,017.40. Following the transaction, the insider directly owned 351,356 shares of the company’s stock, valued at $32,992,328.40. This represents a 36.72% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CFO Francois Morin sold 8,000 shares of the stock in a transaction dated Friday, November 28th. The shares were sold at an average price of $94.62, for a total value of $756,960.00. Following the completion of the sale, the chief financial officer owned 266,681 shares of the company’s stock, valued at approximately $25,233,356.22. This trade represents a 2.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 220,666 shares of company stock worth $20,728,673. 4.10% of the stock is owned by company insiders.

Institutional Trading of Arch Capital Group

A number of institutional investors have recently bought and sold shares of the stock. Elyxium Wealth LLC acquired a new position in Arch Capital Group during the 4th quarter valued at approximately $27,000. WealthCollab LLC increased its position in shares of Arch Capital Group by 410.3% in the 3rd quarter. WealthCollab LLC now owns 296 shares of the insurance provider’s stock valued at $27,000 after acquiring an additional 238 shares during the period. JPL Wealth Management LLC acquired a new position in shares of Arch Capital Group in the 3rd quarter valued at $28,000. Grove Bank & Trust acquired a new stake in Arch Capital Group during the 4th quarter worth about $30,000. Finally, Aventura Private Wealth LLC purchased a new stake in Arch Capital Group during the 4th quarter valued at about $30,000. 89.07% of the stock is currently owned by institutional investors and hedge funds.

Arch Capital Group News Summary

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

• Positive Sentiment: Q4 earnings beat and underwriting strength: ACGL reported strong operating results (EPS $2.98, ahead of consensus) and management highlighted solid underwriting and investment income that drove a sizable year‑over‑year rise in operating income. Arch Capital Q4 results (BusinessWire)
• Positive Sentiment: Management tone and capital actions supportive: Management emphasized disciplined underwriting and capital allocation; analysts note accelerating share buybacks (management flagged meaningful buybacks into 2026) which supports EPS and capital return. Measured underwriting view (Seeking Alpha)
• Neutral Sentiment: Mixed top‑line vs. margins: While EPS and margins looked strong, reported revenue ($3.80B) came in below some Wall Street revenue estimates (~$3.94B), leaving ambiguity about premium growth versus margin focus. Earnings detail (MarketBeat)
• Negative Sentiment: Short interest pickup: Short interest rose materially in late January to ~7.05M shares (~2% of float), a ~21.5% increase from mid‑January, signaling some investor skepticism and adding potential downside pressure. (Short‑interest data reported 2/10.)
• Negative Sentiment: Underperformance vs. peers intraday: Coverage noted ACGL underperformed some competitors on Tuesday despite gains earlier in the session, suggesting relative‑performance selling or sector rotation may be weighing on the stock. Underperformance note (MarketWatch)

Arch Capital Group Company 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.