Equities Analysts Offer Predictions for ACGL Q4 Earnings

Arch Capital Group Ltd. (NASDAQ:ACGL) – Zacks Research lifted their Q4 2026 earnings per share estimates for Arch Capital Group in a note issued to investors on Tuesday, June 2nd. Zacks Research analyst Team now anticipates that the insurance provider will post earnings per share of $2.51 for the quarter, up from their prior estimate of $2.50. The consensus estimate for Arch Capital Group’s current full-year earnings is $9.29 per share. Zacks Research also issued estimates for Arch Capital Group’s Q2 2027 earnings at $2.41 EPS, Q4 2027 earnings at $2.80 EPS and Q1 2028 earnings at $2.75 EPS.

Arch Capital Group (NASDAQ:ACGL) last issued its earnings results on Tuesday, March 31st. The insurance provider reported $2.50 earnings per share (EPS) for the quarter. The firm had revenue of $4.52 billion for the quarter. Arch Capital Group had a return on equity of 17.61% and a net margin of 24.64%.

Other equities analysts have also recently issued research reports about the company. Wells Fargo & Company lifted their price objective on Arch Capital Group from $109.00 to $110.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Keefe, Bruyette & Woods cut their price objective on Arch Capital Group from $105.00 to $102.00 and set a “market perform” rating on the stock in a report on Tuesday, May 5th. Weiss Ratings lowered Arch Capital Group from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, May 18th. Royal Bank Of Canada boosted their target price on Arch Capital Group from $108.00 to $115.00 and gave the company an “outperform” rating in a research note on Wednesday, February 11th. Finally, Morgan Stanley set a $105.00 price target on Arch Capital Group in a research report on Friday, May 1st. Eight analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $106.32.

Arch Capital Group Price Performance

ACGL opened at $87.89 on Thursday. The company has a quick ratio of 0.55, a current ratio of 0.55 and a debt-to-equity ratio of 0.15. Arch Capital Group has a 12 month low of $82.44 and a 12 month high of $103.39. The company has a fifty day simple moving average of $95.01 and a 200 day simple moving average of $95.10. The stock has a market cap of $30.71 billion, a P/E ratio of 6.75, a P/E/G ratio of 4.81 and a beta of 0.32.

Insider Buying and Selling

In other news, Director Brian S. Posner sold 2,000 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $17.14, for a total transaction of $34,280.00. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider David Gansberg sold 5,907 shares of the company’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $96.37, for a total value of $569,257.59. Following the sale, the insider owned 336,559 shares in the company, valued at approximately $32,434,190.83. This represents a 1.72% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 32,837 shares of company stock worth $2,766,946. 3.30% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Arch Capital Group

Institutional investors and hedge funds have recently made changes to their positions in the stock. Elyxium Wealth LLC bought a new stake in shares of Arch Capital Group during the 4th quarter worth approximately $27,000. WealthCollab LLC raised its stake in shares of Arch Capital Group by 410.3% during the 3rd 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 bought a new stake in shares of Arch Capital Group during the 3rd quarter worth approximately $28,000. Grove Bank & Trust bought a new stake in shares of Arch Capital Group during the 4th quarter worth approximately $30,000. Finally, Aventura Private Wealth LLC bought a new stake in shares of Arch Capital Group during the 4th quarter worth approximately $30,000. Institutional investors own 89.07% of the company’s stock.

Key Stories Impacting Arch Capital Group

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

• Positive Sentiment: Arch Capital announced a leadership transition that expands Maamoun Rajeh’s role to President of the company’s Insurance segment, creating a single-president model that may improve coordination across its insurance, reinsurance and mortgage businesses. Arch Capital Group Ltd. Announces Leadership Transition
• Positive Sentiment: The company also priced a $2.0 billion senior notes offering, which is typically seen as a proactive financing move to refinance or retire existing debt and manage maturities. Arch Capital Group Ltd. Announces $2,000,000,000 Public Offering of Senior Notes
• Positive Sentiment: Arch Capital also launched cash tender offers for certain subsidiary debt securities, another sign it is actively managing its capital structure. Arch Capital Group Ltd. Announces Cash Tender Offers to Purchase up to a Capped Amount of Certain of Its Subsidiaries’ Debt Securities
• Neutral Sentiment: Zacks Research nudged some longer-dated earnings estimates higher, including Q1 2027 and some forward-year projections, suggesting confidence in Arch’s medium-term earnings power. Arch Capital Group Restructures Leadership Under Single President
• Negative Sentiment: However, the same analyst updates trimmed near-term and some outer-year EPS estimates, including FY2026, Q3 2026, FY2027 and FY2028, which can pressure sentiment by implying slightly softer earnings growth expectations. Arch Capital Group Restructures Leadership Under Single President

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.