Research Analysts Offer Predictions for ACGL FY2025 Earnings

Arch Capital Group Ltd. (NASDAQ:ACGL) – Equities research analysts at Zacks Research raised their FY2025 earnings per share estimates for shares of Arch Capital Group in a research note issued on Thursday, December 18th. Zacks Research analyst Team now forecasts that the insurance provider will post earnings per share of $9.12 for the year, up from their prior forecast of $9.11. 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 Q4 2025 earnings at $2.23 EPS, Q1 2026 earnings at $2.47 EPS, Q4 2026 earnings at $2.62 EPS, FY2026 earnings at $9.38 EPS and Q3 2027 earnings at $2.43 EPS.

ACGL has been the topic of several other research reports. Wells Fargo & Company dropped their target price on shares of Arch Capital Group from $111.00 to $106.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 29th. Morgan Stanley raised their price target on shares of Arch Capital Group from $105.00 to $110.00 and gave the company an “overweight” rating in a research note on Monday, November 17th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Arch Capital Group in a research note on Wednesday, October 8th. The Goldman Sachs Group set a $88.00 target price on Arch Capital Group and gave the company a “sell” rating in a report on Tuesday, October 14th. Finally, Mizuho set a $95.00 target price on Arch Capital Group and gave the company a “neutral” rating in a research report on Monday, December 15th. Eight investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $106.00.

Arch Capital Group Price Performance

Arch Capital Group stock opened at $96.96 on Monday. The stock has a market capitalization of $35.16 billion, a P/E ratio of 9.07, a P/E/G ratio of 2.26 and a beta of 0.47. The company’s fifty day moving average price is $90.96 and its 200 day moving average price is $90.39. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.55 and a current ratio of 0.55. Arch Capital Group has a 1 year low of $82.44 and a 1 year high of $97.60.

Arch Capital Group (NASDAQ:ACGL) last released its quarterly earnings results on Monday, October 27th. The insurance provider reported $2.77 earnings per share for the quarter, topping analysts’ consensus estimates of $1.76 by $1.01. Arch Capital Group had a return on equity of 16.38% and a net margin of 20.96%.The company had revenue of $5.11 billion during the quarter, compared to analysts’ expectations of $4.39 billion. During the same quarter in the prior year, the firm posted $1.99 EPS.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of ACGL. WealthCollab LLC raised its holdings in Arch Capital Group by 410.3% in the third quarter. WealthCollab LLC now owns 296 shares of the insurance provider’s stock worth $27,000 after purchasing an additional 238 shares in the last quarter. JPL Wealth Management LLC purchased a new stake in shares of Arch Capital Group in the 3rd quarter worth about $28,000. Cornerstone Planning Group LLC increased its stake in shares of Arch Capital Group by 426.0% in the 3rd quarter. Cornerstone Planning Group LLC now owns 384 shares of the insurance provider’s stock worth $33,000 after acquiring an additional 311 shares in the last quarter. Quent Capital LLC purchased a new position in Arch Capital Group during the 3rd quarter valued at about $37,000. Finally, Richardson Financial Services Inc. lifted its position in Arch Capital Group by 63.3% during the 3rd quarter. Richardson Financial Services Inc. now owns 418 shares of the insurance provider’s stock valued at $38,000 after acquiring an additional 162 shares during the period. Hedge funds and other institutional investors own 89.07% of the company’s stock.

Insider Activity at Arch Capital Group

In other news, insider John M. Pasquesi sold 203,866 shares of the company’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $93.90, for a total value of $19,143,017.40. Following the completion of the sale, the insider directly owned 351,356 shares in the company, valued at $32,992,328.40. This represents a 36.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Francois Morin sold 8,000 shares of the stock in a transaction that occurred on 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 directly owned 266,681 shares of the company’s stock, valued at approximately $25,233,356.22. This represents a 2.91% decrease in their position. 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. Insiders own 4.10% of the company’s stock.

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.