DOWLING & PARTN Has Bullish Outlook for ACGL FY2026 Earnings

Arch Capital Group Ltd. (NASDAQ:ACGL) – Stock analysts at DOWLING & PARTN raised their FY2026 earnings per share (EPS) estimates for Arch Capital Group in a research note issued on Wednesday, November 4th. DOWLING & PARTN analyst N. Iacoviello now anticipates that the insurance provider will earn $9.90 per share for the year, up from their previous forecast of $9.50. The consensus estimate for Arch Capital Group’s current full-year earnings is $10.08 per share.

ACGL has been the topic of several other research reports. Citigroup raised their price target on Arch Capital Group from $122.50 to $125.00 and gave the company a “buy” rating in a research note on Thursday, October 29th. UBS Group upped their price objective on shares of Arch Capital Group from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Monday. Evercore cut their target price on shares of Arch Capital Group from $105.00 to $103.00 in a research report on Wednesday, October 28th. Atlantic Securities set a $126.00 target price on shares of Arch Capital Group in a research report on Wednesday, July 15th. Finally, Mizuho set a $100.00 price target on shares of Arch Capital Group and gave the stock a “neutral” rating in a research report on Wednesday, September 16th. Seven equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $111.65.

Arch Capital Group Price Performance

Shares of ACGL stock opened at $110.68 on Thursday. Arch Capital Group has a twelve month low of $87.05 and a twelve month high of $110.73. The company has a current ratio of 0.56, a quick ratio of 0.57 and a debt-to-equity ratio of 0.21. The stock has a fifty day simple moving average of $98.47 and a two-hundred day simple moving average of $97.04. The stock has a market capitalization of $37.77 billion, a price-to-earnings ratio of 9.05, a P/E/G ratio of 3.57 and a beta of 0.22.

Arch Capital Group (NASDAQ:ACGL) last released its quarterly earnings data on Tuesday, October 27th. The insurance provider reported $2.67 EPS for the quarter, topping the consensus estimate of $2.31 by $0.36. The company had revenue of $4.66 billion for the quarter, compared to the consensus estimate of $4.06 billion. Arch Capital Group had a return on equity of 16.62% and a net margin of 23.31%. During the same period last year, the business posted $2.77 EPS.

Insider Activity

In other news, CFO Francois Morin sold 11,010 shares of the business’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $99.32, for a total value of $1,093,513.20. Following the completion of the transaction, the chief financial officer directly owned 184,826 shares of the company’s stock, valued at approximately $18,356,918.32. The trade was a 5.62% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 3.30% of the company’s stock.

Institutional Investors Weigh In On Arch Capital Group

A number of institutional investors have recently added to or reduced their stakes in ACGL. Madison Asset Management LLC purchased a new stake in shares of Arch Capital Group during the second quarter valued at about $368,808,000. First Trust Advisors LP boosted its holdings in shares of Arch Capital Group by 319.5% in the 1st quarter. First Trust Advisors LP now owns 2,626,148 shares of the insurance provider’s stock valued at $252,084,000 after buying an additional 2,000,162 shares in the last quarter. Hsbc Holdings PLC grew its position in shares of Arch Capital Group by 230.0% in the 1st quarter. Hsbc Holdings PLC now owns 1,286,178 shares of the insurance provider’s stock worth $123,354,000 after buying an additional 896,480 shares during the last quarter. Davis Asset Management L.P. purchased a new position in shares of Arch Capital Group in the 2nd quarter worth approximately $63,089,000. Finally, Arrowstreet Capital Limited Partnership grew its position in shares of Arch Capital Group by 50.6% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,910,063 shares of the insurance provider’s stock worth $183,347,000 after buying an additional 641,462 shares during the last quarter. Institutional investors own 89.07% of the company’s stock.

About Arch Capital Group

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.