Q1 EPS Estimate for Arch Capital Group Raised by Analyst

Arch Capital Group Ltd. (NASDAQ:ACGL) – Equities research analysts at Zacks Research upped their Q1 2026 earnings per share estimates for Arch Capital Group in a note issued to investors on Friday, November 7th. Zacks Research analyst Team now forecasts that the insurance provider will earn $2.51 per share for the quarter, up from their previous estimate of $2.48. The consensus estimate for Arch Capital Group’s current full-year earnings is $8.42 per share. Zacks Research also issued estimates for Arch Capital Group’s Q3 2026 earnings at $1.94 EPS and Q1 2027 earnings at $2.34 EPS.

A number of other research analysts also recently commented on ACGL. Citigroup reissued a “market outperform” rating on shares of Arch Capital Group in a research report on Tuesday, October 28th. Cowen reiterated a “buy” rating on shares of Arch Capital Group in a research note on Monday, August 4th. The Goldman Sachs Group set a $88.00 price target on Arch Capital Group and gave the stock a “sell” rating in a research report on Tuesday, October 14th. JPMorgan Chase & Co. upped their price objective on Arch Capital Group from $110.00 to $111.00 and gave the company a “neutral” rating in a research note on Tuesday, October 28th. Finally, UBS Group reiterated a “buy” rating and set a $118.00 target price (down from $124.00) on shares of Arch Capital Group in a research note on Monday, August 4th. Eight equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Arch Capital Group presently has a consensus rating of “Hold” and a consensus price target of $109.00.

Arch Capital Group Price Performance

Shares of ACGL opened at $89.57 on Monday. The company has a current ratio of 0.55, a quick ratio of 0.56 and a debt-to-equity ratio of 0.13. The company’s fifty day simple moving average is $89.39 and its 200 day simple moving average is $90.42. Arch Capital Group has a 1-year low of $82.44 and a 1-year high of $103.17. The company has a market cap of $33.43 billion, a price-to-earnings ratio of 8.38, a PEG ratio of 3.24 and a beta of 0.47.

Arch Capital Group (NASDAQ:ACGL) last announced its quarterly earnings data on Monday, October 27th. The insurance provider reported $2.77 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.76 by $1.01. The company had revenue of $3.96 billion for the quarter, compared to analysts’ expectations of $4.39 billion. Arch Capital Group had a return on equity of 16.38% and a net margin of 20.96%.During the same quarter in the prior year, the business posted $1.99 EPS.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in ACGL. Harbour Investments Inc. boosted its holdings in Arch Capital Group by 8.4% in the first quarter. Harbour Investments Inc. now owns 1,431 shares of the insurance provider’s stock worth $138,000 after purchasing an additional 111 shares during the last quarter. TD Waterhouse Canada Inc. raised its stake in Arch Capital Group by 31.4% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 469 shares of the insurance provider’s stock valued at $43,000 after buying an additional 112 shares during the last quarter. Crescent Grove Advisors LLC lifted its holdings in shares of Arch Capital Group by 3.1% during the 2nd quarter. Crescent Grove Advisors LLC now owns 3,702 shares of the insurance provider’s stock valued at $337,000 after buying an additional 112 shares during the period. Venturi Wealth Management LLC boosted its stake in shares of Arch Capital Group by 0.9% in the 1st quarter. Venturi Wealth Management LLC now owns 13,228 shares of the insurance provider’s stock worth $1,272,000 after buying an additional 115 shares during the last quarter. Finally, TIAA Trust National Association grew its holdings in shares of Arch Capital Group by 3.1% in the second quarter. TIAA Trust National Association now owns 3,892 shares of the insurance provider’s stock worth $354,000 after acquiring an additional 116 shares during the period. Institutional investors own 89.07% of the company’s stock.

Insider Buying and Selling at Arch Capital Group

In related news, insider Maamoun Rajeh sold 10,000 shares of Arch Capital Group stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $94.15, for a total transaction of $941,500.00. Following the completion of the sale, the insider directly owned 433,589 shares of the company’s stock, valued at approximately $40,822,404.35. This trade represents a 2.25% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 4.20% of the company’s stock.

Arch Capital Group Company Profile

Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products worldwide. The company's Insurance segment offers primary and excess casualty coverages; loss sensitive primary casualty insurance programs; directors' and officers' liability, errors and omissions liability, employment practices and fiduciary liability, crime, professional indemnity, and other financial related coverages; medical professional and general liability insurance coverages; and workers' compensation and umbrella liability, as well as commercial automobile and inland marine products.