Analysts Set Arch Capital Group Ltd. (NASDAQ:ACGL) Price Target at $109.20

Shares of Arch Capital Group Ltd. (NASDAQ:ACGL) have been given an average rating of “Hold” by the eighteen ratings firms that are currently covering the firm, MarketBeat.com reports. One research analyst has rated the stock with a sell recommendation, eight have issued a hold recommendation and nine have assigned a buy recommendation to the company. The average 12 month price objective among brokers that have updated their coverage on the stock in the last year is $109.20.

Several equities analysts have recently weighed in on ACGL shares. Barclays set a $104.00 target price on shares of Arch Capital Group and gave the stock an “equal weight” rating in a research note on Thursday, January 8th. Keefe, Bruyette & Woods reiterated a “market perform” rating and issued a $104.00 price objective (up from $102.00) on shares of Arch Capital Group in a research note on Thursday, February 12th. The Goldman Sachs Group restated a “sell” rating and set a $93.00 target price (up from $84.00) on shares of Arch Capital Group in a research report on Wednesday, January 7th. Weiss Ratings raised Arch Capital Group from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 4th. Finally, Wells Fargo & Company lifted their price target on Arch Capital Group from $106.00 to $109.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th.

Insider Transactions at Arch Capital Group

In other news, insider Maamoun Rajeh sold 47,430 shares of the company’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $96.12, for a total transaction of $4,558,971.60. Following the sale, the insider directly owned 433,589 shares in the company, valued at $41,676,574.68. This represents a 9.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider John M. Pasquesi sold 203,866 shares of the 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 completion of the sale, the insider directly owned 351,356 shares in the company, valued at approximately $32,992,328.40. The trade was a 36.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 260,096 shares of company stock valued at $24,530,685 in the last ninety days. Insiders own 4.20% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Daymark Wealth Partners LLC increased its holdings in shares of Arch Capital Group by 3.4% in the fourth quarter. Daymark Wealth Partners LLC now owns 3,211 shares of the insurance provider’s stock worth $308,000 after purchasing an additional 106 shares during the period. TD Waterhouse Canada Inc. grew its position in Arch Capital Group by 31.4% during the second quarter. TD Waterhouse Canada Inc. now owns 469 shares of the insurance provider’s stock worth $43,000 after buying an additional 112 shares in the last quarter. Crescent Grove Advisors LLC increased its stake in Arch Capital Group by 3.1% in the 2nd quarter. Crescent Grove Advisors LLC now owns 3,702 shares of the insurance provider’s stock worth $337,000 after acquiring an additional 112 shares during the last quarter. Keel Point LLC raised its holdings in shares of Arch Capital Group by 4.6% in the 3rd quarter. Keel Point LLC now owns 2,524 shares of the insurance provider’s stock valued at $229,000 after acquiring an additional 112 shares in the last quarter. Finally, Legacy Advisors LLC raised its holdings in shares of Arch Capital Group by 1.2% in the 4th quarter. Legacy Advisors LLC now owns 9,551 shares of the insurance provider’s stock valued at $916,000 after acquiring an additional 112 shares in the last quarter. 89.07% of the stock is owned by institutional investors.

Trending Headlines about Arch Capital Group

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

• Positive Sentiment: Arch reported a solid quarterly result earlier this year (beat on EPS and revenue), giving investors confidence in earnings power and underwriting performance. (Background)
• Positive Sentiment: Arch’s board declared a dividend on a series of preferred shares, which supports income investors and signals capital allocation discipline. Article Title
• Positive Sentiment: Short interest has fallen materially from ~7.05M shares to about 5.59M shares (as of Feb 13), reducing potential downward pressure from short covering; short-interest ratio ~2.6 days. (Feb 13 short-interest data)
• Neutral Sentiment: Zacks and other market sites note increased investor attention on ACGL, which can boost volume and volatility but is not a directional catalyst on its own. Article Title
• Neutral Sentiment: Mentions of ACGL in investor letters/fund reports (e.g., Q4 fund commentary) are present but don’t point to a clear company-specific catalyst. Article Title
• Neutral Sentiment: There are conflicting/odd short‑interest data points in some feeds (entries showing 0 shares/NaN), so verify with the exchange’s official short‑interest release before drawing conclusions. (Data anomaly)
• Negative Sentiment: Zacks Research recently trimmed several near‑term and FY2026–FY2027 EPS estimates for ACGL (multiple quarter and year cuts), which could weigh on valuation and near‑term sentiment. Article Title

Arch Capital Group Trading Up 0.5%

Shares of ACGL stock opened at $100.15 on Friday. The company has a quick ratio of 0.55, a current ratio of 0.53 and a debt-to-equity ratio of 0.13. The firm has a market cap of $36.32 billion, a P/E ratio of 8.62, a PEG ratio of 4.00 and a beta of 0.42. The company has a 50 day moving average of $96.08 and a 200-day moving average of $92.63. Arch Capital Group has a 12-month low of $82.44 and a 12-month high of $103.39.

Arch Capital Group (NASDAQ:ACGL) last announced its quarterly earnings data on Monday, February 9th. The insurance provider reported $2.98 earnings per share for the quarter, beating the consensus estimate of $2.34 by $0.64. The business had revenue of $4.93 billion during the quarter, compared to analyst estimates of $3.94 billion. Arch Capital Group had a return on equity of 16.73% and a net margin of 22.07%.During the same period in the prior year, the company earned $2.26 earnings per share. Sell-side analysts anticipate that Arch Capital Group will post 8.42 earnings per share for the current year.

About Arch Capital Group

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.