Zacks Research Has Positive Outlook of ACGL FY2025 Earnings

Arch Capital Group Ltd. (NASDAQ:ACGL) – Research analysts at Zacks Research upped their FY2025 earnings per share estimates for Arch Capital Group in a note issued to investors on Friday, January 30th. Zacks Research analyst Team now forecasts that the insurance provider will post earnings of $9.31 per share for the year, up from their previous estimate of $9.19. 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 $2.42 EPS, Q1 2026 earnings at $2.46 EPS, Q3 2026 earnings at $1.86 EPS, Q4 2026 earnings at $2.70 EPS, FY2026 earnings at $9.48 EPS, Q4 2027 earnings at $2.75 EPS and FY2027 earnings at $10.14 EPS.

ACGL has been the topic of a number of other research reports. Barclays set a $104.00 target price on shares of Arch Capital Group and gave the stock an “equal weight” rating in a report on Thursday, January 8th. Keefe, Bruyette & Woods upped their price target on shares of Arch Capital Group from $100.00 to $102.00 and gave the stock a “market perform” rating in a report on Tuesday, January 6th. Morgan Stanley set a $125.00 price objective on Arch Capital Group in a research report on Friday, January 16th. Roth Mkm set a $110.00 target price on Arch Capital Group and gave the stock a “buy” rating in a research report on Tuesday, December 2nd. Finally, The Goldman Sachs Group reaffirmed a “sell” rating and issued a $93.00 price target (up previously from $84.00) on shares of Arch Capital Group in a report on Wednesday, January 7th. Eight equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $107.53.

Arch Capital Group Stock Up 0.1%

ACGL stock opened at $96.82 on Monday. Arch Capital Group has a twelve month low of $82.44 and a twelve month high of $97.85. The firm has a market capitalization of $35.11 billion, a PE ratio of 9.06, a PEG ratio of 2.03 and a beta of 0.42. The company has a quick ratio of 0.55, a current ratio of 0.55 and a debt-to-equity ratio of 0.13. The stock has a 50-day simple moving average of $94.11 and a two-hundred day simple moving average of $91.30.

Institutional Trading of Arch Capital Group

Institutional investors have recently added to or reduced their stakes in the business. WealthCollab LLC increased its holdings in shares of 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 buying an additional 238 shares during the period. JPL Wealth Management LLC bought a new position in Arch Capital Group during the 3rd quarter worth approximately $28,000. Aventura Private Wealth LLC purchased a new position in Arch Capital Group in the 4th quarter worth approximately $30,000. Grove Bank & Trust bought a new stake in Arch Capital Group in the fourth quarter valued at approximately $30,000. Finally, TD Waterhouse Canada Inc. boosted its stake in shares of Arch Capital Group by 72.7% during the fourth quarter. TD Waterhouse Canada Inc. now owns 323 shares of the insurance provider’s stock valued at $31,000 after purchasing an additional 136 shares during the period. 89.07% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Arch Capital Group news, insider John M. Pasquesi sold 8,800 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $94.17, for a total value of $828,696.00. Following the completion of the sale, the insider owned 289,556 shares of the company’s stock, valued at $27,267,488.52. This represents a 2.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 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 transaction of $756,960.00. Following the transaction, the chief financial officer owned 266,681 shares in the company, valued at $25,233,356.22. The trade was a 2.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 220,666 shares of company stock valued at $20,728,673 in the last 90 days. 4.10% of the stock is currently owned by corporate insiders.

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.