Gateway Wealth Partners LLC Invests $754,000 in Arch Capital Group Ltd. $ACGL

Gateway Wealth Partners LLC acquired a new stake in shares of Arch Capital Group Ltd. (NASDAQ:ACGL) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 7,857 shares of the insurance provider’s stock, valued at approximately $754,000.

A number of other hedge funds also recently made changes to their positions in the stock. Legal & General Group Plc boosted its stake in Arch Capital Group by 4.3% in the fourth quarter. Legal & General Group Plc now owns 2,944,169 shares of the insurance provider’s stock worth $282,405,000 after buying an additional 121,090 shares in the last quarter. National Pension Service raised its stake in shares of Arch Capital Group by 8.5% during the fourth quarter. National Pension Service now owns 683,272 shares of the insurance provider’s stock worth $65,539,000 after acquiring an additional 53,661 shares in the last quarter. Asset Management One Co. Ltd. raised its stake in shares of Arch Capital Group by 10.6% during the fourth quarter. Asset Management One Co. Ltd. now owns 187,002 shares of the insurance provider’s stock worth $18,024,000 after acquiring an additional 17,923 shares in the last quarter. Robeco Institutional Asset Management B.V. lifted its holdings in shares of Arch Capital Group by 50.4% in the 4th quarter. Robeco Institutional Asset Management B.V. now owns 1,548,042 shares of the insurance provider’s stock worth $148,488,000 after acquiring an additional 518,527 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. lifted its holdings in shares of Arch Capital Group by 3.4% in the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,033,834 shares of the insurance provider’s stock worth $99,165,000 after acquiring an additional 33,869 shares during the last quarter. 89.07% of the stock is owned by institutional investors.

Insider Activity

In other Arch Capital Group news, Director Brian S. Posner sold 3,000 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $19.66, for a total value of $58,980.00. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Insiders own 3.30% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Mizuho increased their target price on shares of Arch Capital Group from $101.00 to $104.00 and gave the company a “neutral” rating in a report on Thursday, July 9th. Morgan Stanley boosted their price target on shares of Arch Capital Group from $105.00 to $110.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. Barclays upped their price target on shares of Arch Capital Group from $104.00 to $106.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 8th. Weiss Ratings cut Arch Capital Group from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, May 18th. Finally, Cantor Fitzgerald reiterated a “neutral” rating and issued a $102.00 price objective (up from $100.00) on shares of Arch Capital Group in a report on Thursday, July 9th. Eight research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $109.82.

Arch Capital Group Stock Down 1.8%

Shares of Arch Capital Group stock opened at $104.55 on Thursday. The company has a debt-to-equity ratio of 0.15, a quick ratio of 0.55 and a current ratio of 0.55. Arch Capital Group Ltd. has a 52-week low of $82.44 and a 52-week high of $107.08. The stock has a market capitalization of $36.53 billion, a price-to-earnings ratio of 8.17, a P/E/G ratio of 5.30 and a beta of 0.31. The company’s 50 day moving average price is $96.32 and its 200-day moving average price is $96.03.

Arch Capital Group (NASDAQ:ACGL) last posted its quarterly earnings results on Tuesday, July 28th. The insurance provider reported $2.56 EPS for the quarter, beating analysts’ consensus estimates of $2.47 by $0.09. The company had revenue of $8.72 billion during the quarter, compared to analyst estimates of $4.36 billion. Arch Capital Group had a net margin of 24.40% and a return on equity of 17.06%. During the same period in the prior year, the business posted $2.58 EPS. Equities research analysts forecast that Arch Capital Group Ltd. will post 9.34 EPS for the current year.

Key Stories Impacting Arch Capital Group

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

• Positive Sentiment: Arch Capital reported second-quarter adjusted earnings of $2.56 per share, exceeding consensus estimates of $2.47–$2.49. Revenue was reported at $8.72 billion versus the $4.36 billion estimate. Arch Capital Group earnings results
• Positive Sentiment: Reserve gains and higher investment income helped offset catastrophe-related losses and supported the quarterly earnings beat. The company also reported a 17.61% return on equity and a 24.64% net margin. ACGL Q2 earnings beat on reserve gains and investment income
• Positive Sentiment: Morgan Stanley reaffirmed its Buy rating and maintained a $110 price target, citing resilient earnings and capital deployment. Arch Capital Buy rating reaffirmed
• Neutral Sentiment: Management’s earnings-call materials highlighted solid overall results, but investors are assessing the balance between investment performance, reserve development and insurance underwriting trends. Arch Capital Q2 2026 earnings call transcript
• Negative Sentiment: Premiums and underwriting profit declined, while catastrophe pressure increased. Second-quarter EPS also slipped from $2.58 a year earlier to $2.56, suggesting that the headline beat did not represent year-over-year earnings growth. Arch Capital key metrics compared with estimates

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.