Arch Capital Group (ACGL) Expected to Announce Earnings on Tuesday

Arch Capital Group (NASDAQ:ACGL) is expected to release its Q1 2026 results after the market closes on Tuesday, April 28th. Analysts expect Arch Capital Group to post earnings of $2.48 per share and revenue of $4.5637 billion for the quarter. Parties may visit the the company’s upcoming Q1 2026 earning results page for the latest details on the call scheduled for Wednesday, April 29, 2026 at 10:00 AM ET.

Arch Capital Group (NASDAQ:ACGL) last posted its earnings results on Monday, February 9th. The insurance provider reported $2.98 earnings per share for the quarter, topping analysts’ consensus estimates of $2.34 by $0.64. Arch Capital Group had a return on equity of 16.73% and a net margin of 22.07%.The firm had revenue of $4.93 billion for the quarter, compared to the consensus estimate of $3.94 billion. During the same quarter in the prior year, the business earned $2.26 EPS. On average, analysts expect Arch Capital Group to post $9 EPS for the current fiscal year and $10 EPS for the next fiscal year.

Arch Capital Group Price Performance

ACGL stock opened at $96.19 on Monday. Arch Capital Group has a fifty-two week low of $82.44 and a fifty-two week high of $103.39. The business’s 50 day moving average price is $96.64 and its two-hundred day moving average price is $94.15. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.53 and a current ratio of 0.53. The company has a market capitalization of $34.27 billion, a price-to-earnings ratio of 8.28, a price-to-earnings-growth ratio of 4.79 and a beta of 0.41.

Wall Street Analyst Weigh In

ACGL has been the topic of a number of research analyst reports. JPMorgan Chase & Co. reduced their target price on Arch Capital Group from $117.00 to $110.00 and set a “neutral” rating on the stock in a report on Monday, April 20th. Wells Fargo & Company upped their target price on Arch Capital Group from $106.00 to $109.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Weiss Ratings upgraded Arch Capital Group from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 4th. Royal Bank Of Canada upped their target price on Arch Capital Group from $108.00 to $115.00 and gave the stock an “outperform” rating in a report on Wednesday, February 11th. Finally, Cantor Fitzgerald reiterated a “neutral” rating and set a $100.00 target price (up from $97.00) on shares of Arch Capital Group in a report on Tuesday, February 17th. Nine 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 MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $108.93.

Insider Buying and Selling

In other news, insider David Gansberg sold 5,907 shares of the business’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 directly owned 336,559 shares of the company’s stock, valued at $32,434,190.83. The trade was a 1.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Nicolas Papadopoulo sold 21,930 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $96.31, for a total value of $2,112,078.30. Following the completion of the sale, the chief executive officer directly owned 871,594 shares in the company, valued at approximately $83,943,218.14. This represents a 2.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 78,267 shares of company stock valued at $7,291,637. 3.30% of the stock is owned by company insiders.

Institutional Trading of Arch Capital Group

A number of hedge funds have recently made changes to their positions in ACGL. AQR Capital Management LLC boosted its position in shares of Arch Capital Group by 184.1% in the 4th quarter. AQR Capital Management LLC now owns 2,670,628 shares of the insurance provider’s stock worth $256,167,000 after purchasing an additional 1,730,487 shares in the last quarter. Ameriprise Financial Inc. lifted its position in Arch Capital Group by 289.1% in the 2nd quarter. Ameriprise Financial Inc. now owns 1,368,648 shares of the insurance provider’s stock valued at $124,615,000 after acquiring an additional 1,016,919 shares in the last quarter. Two Sigma Investments LP lifted its position in Arch Capital Group by 112.4% in the 3rd quarter. Two Sigma Investments LP now owns 1,895,222 shares of the insurance provider’s stock valued at $171,953,000 after acquiring an additional 1,003,004 shares in the last quarter. UBS Group AG lifted its position in Arch Capital Group by 56.4% in the 3rd quarter. UBS Group AG now owns 2,738,518 shares of the insurance provider’s stock valued at $248,466,000 after acquiring an additional 987,398 shares in the last quarter. Finally, Marshall Wace LLP lifted its position in Arch Capital Group by 3,918.3% in the 3rd quarter. Marshall Wace LLP now owns 934,287 shares of the insurance provider’s stock valued at $84,768,000 after acquiring an additional 911,036 shares in the last quarter. 89.07% of the stock is owned by institutional investors.

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.