Royal Bank of Canada Acquires 8,381 Shares of Arch Capital Group Ltd. $ACGL

Royal Bank of Canada increased its holdings in Arch Capital Group Ltd. (NASDAQ:ACGL) by 0.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,532,044 shares of the insurance provider’s stock after purchasing an additional 8,381 shares during the quarter. Royal Bank of Canada owned 1.01% of Arch Capital Group worth $339,041,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in ACGL. Norges Bank bought a new position in shares of Arch Capital Group during the fourth quarter valued at about $463,208,000. Morgan Stanley lifted its stake in shares of Arch Capital Group by 0.8% in the 4th quarter. Morgan Stanley now owns 4,289,082 shares of the insurance provider’s stock valued at $411,409,000 after acquiring an additional 33,132 shares during the last quarter. Dimensional Fund Advisors LP lifted its stake in shares of Arch Capital Group by 2.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 4,173,885 shares of the insurance provider’s stock valued at $400,643,000 after acquiring an additional 117,929 shares during the last quarter. Goldman Sachs Group Inc. boosted its holdings in Arch Capital Group by 5.7% during the 4th quarter. Goldman Sachs Group Inc. now owns 2,949,978 shares of the insurance provider’s stock valued at $282,962,000 after acquiring an additional 160,326 shares during the period. Finally, Legal & General Group Plc boosted its holdings in Arch Capital Group by 4.3% during the 4th quarter. Legal & General Group Plc now owns 2,944,169 shares of the insurance provider’s stock valued at $282,405,000 after acquiring an additional 121,090 shares during the period. 89.07% of the stock is owned by institutional investors.

Arch Capital Group News Summary

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

Insider Activity at Arch Capital Group

In related news, Director Brian S. Posner sold 3,000 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $19.66, for a total value of $58,980.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 3.30% of the stock is currently owned by corporate insiders.

Arch Capital Group Trading Down 1.8%

ACGL opened at $104.55 on Thursday. Arch Capital Group Ltd. has a one year low of $82.44 and a one year high of $107.08. The company has a debt-to-equity ratio of 0.15, a current ratio of 0.55 and a quick ratio of 0.55. The business has a 50 day simple moving average of $96.32 and a two-hundred day simple moving average of $96.03. The firm has a market capitalization of $36.53 billion, a price-to-earnings ratio of 8.17, a PEG ratio of 5.30 and a beta of 0.31.

Arch Capital Group (NASDAQ:ACGL) last issued its quarterly earnings data on Tuesday, July 28th. The insurance provider reported $2.56 earnings per share for the quarter, topping analysts’ consensus estimates of $2.47 by $0.09. Arch Capital Group had a return on equity of 17.06% and a net margin of 24.40%.The firm had revenue of $8.72 billion for the quarter, compared to analyst estimates of $4.36 billion. During the same period last year, the company earned $2.58 EPS. Analysts predict that Arch Capital Group Ltd. will post 9.34 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the company. Keefe, Bruyette & Woods decreased their price target on Arch Capital Group from $102.00 to $99.00 and set a “market perform” rating on the stock in a research note on Wednesday, July 8th. Atlantic Securities set a $126.00 target price on shares of Arch Capital Group in a report on Wednesday, July 15th. Weiss Ratings cut shares of Arch Capital Group from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, May 18th. JPMorgan Chase & Co. upped their price target on shares of Arch Capital Group from $110.00 to $116.00 and gave the company a “neutral” rating in a report on Monday, July 20th. Finally, Cantor Fitzgerald reissued a “neutral” rating and set a $102.00 price target (up from $100.00) on shares of Arch Capital Group in a research report on Thursday, July 9th. Eight analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $109.82.

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.