Illinois Municipal Retirement Fund Purchases 23,955 Shares of Arch Capital Group Ltd. $ACGL

Illinois Municipal Retirement Fund increased its position in Arch Capital Group Ltd. (NASDAQ:ACGL) by 14.2% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 192,695 shares of the insurance provider’s stock after acquiring an additional 23,955 shares during the period. Illinois Municipal Retirement Fund owned approximately 0.06% of Arch Capital Group worth $17,797,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of ACGL. Lido Advisors LLC grew its position in Arch Capital Group by 78.1% in the 3rd quarter. Lido Advisors LLC now owns 11,919 shares of the insurance provider’s stock worth $1,101,000 after purchasing an additional 5,227 shares during the last quarter. Gen Wealth Partners Inc bought a new stake in shares of Arch Capital Group during the third quarter valued at approximately $33,000. Kinsale Capital Group Inc. raised its holdings in shares of Arch Capital Group by 47.3% during the third quarter. Kinsale Capital Group Inc. now owns 165,784 shares of the insurance provider’s stock valued at $15,312,000 after buying an additional 53,234 shares during the last quarter. 71 West Capital Partners acquired a new position in shares of Arch Capital Group during the third quarter worth approximately $202,000. Finally, AlphaCore Capital LLC boosted its position in shares of Arch Capital Group by 32.7% during the third quarter. AlphaCore Capital LLC now owns 21,783 shares of the insurance provider’s stock worth $2,012,000 after buying an additional 5,368 shares during the period. 89.07% of the stock is currently owned by institutional investors.

Key Stories Impacting Arch Capital Group

Here are a few of the latest stories about ACGL:

• Positive Sentiment: Zacks Research raised its Q2 2027 EPS forecast to $2.55 from $2.48 and its Q3 2028 estimate to $2.70 from $2.39. Separately, a recent Zacks article noted ACGL had gained 19.5% over the past year and pointed to disciplined underwriting, higher investment income, acquisitions and cash flow as potential supports for future earnings and book-value growth. Zacks article on ACGL’s one-year gain and outlook
• Neutral Sentiment: A separate Zacks report said ACGL was up 0.86% over one week, indicating recent momentum, though that short-term move alone does not establish a change in the company’s outlook. Zacks article on ACGL’s recent performance
• Negative Sentiment: Zacks Research trimmed estimates for several periods: Q4 2026 to $2.38 from $2.43; Q3 and Q4 2027 to $2.05 and $2.58; FY2027 to $9.73 from $9.76; and Q1 and Q2 2028 to $2.52 and $2.62. The cuts—especially the $0.11 reduction to Q4 2027—suggest some caution about future earnings, although they are analyst estimates rather than company guidance.

Insider Transactions at Arch Capital Group

In other news, CFO Francois Morin sold 11,010 shares of Arch Capital Group stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $99.32, for a total transaction of $1,093,513.20. Following the transaction, the chief financial officer directly owned 184,826 shares in the company, valued at approximately $18,356,918.32. This trade represents a 5.62% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 3.30% of the company’s stock.

Analyst Ratings Changes

ACGL has been the subject of a number of recent analyst reports. UBS Group increased their price objective on Arch Capital Group from $120.00 to $125.00 and gave the stock a “buy” rating in a report on Monday, November 2nd. Cantor Fitzgerald set a $106.00 target price on Arch Capital Group in a research note on Tuesday, November 3rd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $120.00 target price (up from $115.00) on shares of Arch Capital Group in a research note on Thursday, July 30th. Evercore reduced their price target on Arch Capital Group from $105.00 to $103.00 in a research report on Wednesday, October 28th. Finally, Wells Fargo & Company increased their price target on Arch Capital Group from $107.00 to $119.00 and gave the stock an “overweight” rating in a research note on Monday, November 2nd. Seven equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $111.65.

Arch Capital Group Trading Up 0.0%

Shares of NASDAQ:ACGL opened at $109.17 on Thursday. The company has a 50 day moving average of $99.46 and a 200-day moving average of $97.46. The firm has a market cap of $37.25 billion, a P/E ratio of 8.93, a P/E/G ratio of 3.58 and a beta of 0.22. Arch Capital Group Ltd. has a twelve month low of $87.05 and a twelve month high of $113.63. The company has a current ratio of 0.56, a quick ratio of 0.56 and a debt-to-equity ratio of 0.21.

Arch Capital Group (NASDAQ:ACGL) last posted its quarterly earnings data on Tuesday, October 27th. The insurance provider reported $2.67 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.31 by $0.36. Arch Capital Group had a net margin of 23.31% and a return on equity of 16.62%. The business had revenue of $4.66 billion during the quarter, compared to analysts’ expectations of $4.06 billion. During the same period last year, the firm posted $2.77 earnings per share. As a group, analysts anticipate that Arch Capital Group Ltd. will post 10.18 earnings per share for the current fiscal year.

Arch Capital Group Profile

Arch Capital Group Ltd. is a global insurance and reinsurance company headquartered in Bermuda. Through its insurance, reinsurance and mortgage insurance operations, it provides coverage and risk-management solutions to businesses, financial institutions and other customers. The company’s offerings include property and casualty insurance, specialty coverage and reinsurance for risks such as property, casualty and professional liability. Its mortgage insurance business serves lenders and borrowers, primarily in the United States.