Arch Capital Group Ltd. $ACGL Shares Sold by Hendley & Co. Inc.

Hendley & Co. Inc. reduced its stake in shares of Arch Capital Group Ltd. (NASDAQ:ACGL) by 22.8% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 31,457 shares of the insurance provider’s stock after selling 9,288 shares during the period. Arch Capital Group makes up approximately 1.1% of Hendley & Co. Inc.’s portfolio, making the stock its 29th biggest holding. Hendley & Co. Inc.’s holdings in Arch Capital Group were worth $3,017,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in ACGL. Geneos Wealth Management Inc. grew its position in Arch Capital Group by 157.9% during the 1st quarter. Geneos Wealth Management Inc. now owns 673 shares of the insurance provider’s stock worth $65,000 after purchasing an additional 412 shares during the period. Sivia Capital Partners LLC acquired a new stake in Arch Capital Group during the 2nd quarter worth about $253,000. CW Advisors LLC grew its position in Arch Capital Group by 6.5% during the 2nd quarter. CW Advisors LLC now owns 3,098 shares of the insurance provider’s stock worth $282,000 after purchasing an additional 189 shares during the period. Jump Financial LLC acquired a new stake in Arch Capital Group during the 2nd quarter worth about $667,000. Finally, Cerity Partners LLC grew its position in Arch Capital Group by 11.6% during the 2nd quarter. Cerity Partners LLC now owns 47,486 shares of the insurance provider’s stock worth $4,324,000 after purchasing an additional 4,933 shares during the period. 89.07% of the stock is owned by institutional investors and hedge funds.

Arch Capital Group Trading Up 0.6%

Shares of Arch Capital Group stock opened at $93.98 on Friday. The firm has a market capitalization of $32.84 billion, a PE ratio of 7.22, a P/E/G ratio of 5.16 and a beta of 0.35. Arch Capital Group Ltd. has a twelve month low of $82.44 and a twelve month high of $103.39. The firm’s 50-day moving average price is $95.39 and its 200 day moving average price is $94.60. The company has a current ratio of 0.55, a quick ratio of 0.55 and a debt-to-equity ratio of 0.15.

Arch Capital Group (NASDAQ:ACGL) last issued its quarterly earnings results on Tuesday, March 31st. The insurance provider reported $2.50 earnings per share for the quarter. Arch Capital Group had a net margin of 24.64% and a return on equity of 17.61%. The firm had revenue of $4.52 billion for the quarter. On average, sell-side analysts predict that Arch Capital Group Ltd. will post 9.29 EPS for the current fiscal year.

Key Headlines Impacting Arch Capital Group

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

• Positive Sentiment: Zacks Research raised near-term earnings estimates for Arch Capital, including Q1 2027 and Q2 2027, and also slightly lifted its Q1 2028 forecast, signaling improving profit expectations. Arch Capital Group estimate updates
• Positive Sentiment: An analyst note highlighted Arch Capital’s strong premium growth, rising investment income and favorable property & casualty market trends, which support long-term expansion and may help justify the stock’s premium valuation. ACGL’s Solid Growth Comes With a Premium Valuation: Hold or Buy?
• Neutral Sentiment: At the same time, Zacks trimmed several other future earnings estimates for Arch Capital, including Q2 2026, Q3 2026, Q4 2026, FY2026, FY2027, and FY2028, suggesting some caution around the pace of earnings growth. Arch Capital Group estimate revisions

Insider Buying and Selling at Arch Capital Group

In other Arch Capital Group news, Director Daniel Joseph Houston bought 5,300 shares of the firm’s stock in a transaction on Thursday, April 30th. The shares were acquired at an average cost of $94.08 per share, with a total value of $498,624.00. Following the purchase, the director directly owned 9,915 shares of the company’s stock, valued at $932,803.20. This trade represents a 114.84% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider David Gansberg sold 5,907 shares of the firm’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 transaction of $569,257.59. Following the completion of the transaction, the insider directly owned 336,559 shares in the company, valued at $32,434,190.83. This trade represents a 1.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 32,837 shares of company stock valued at $2,766,946. Company insiders own 3.30% of the company’s stock.

Analyst Upgrades and Downgrades

ACGL has been the topic of a number of analyst reports. Royal Bank Of Canada raised their target price on Arch Capital Group from $108.00 to $115.00 and gave the company an “outperform” rating in a research report on Wednesday, February 11th. Weiss Ratings upgraded Arch Capital Group from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 4th. Morgan Stanley set a $105.00 target price on Arch Capital Group in a research report on Friday, May 1st. UBS Group restated a “buy” rating and set a $114.00 target price (up from $113.00) on shares of Arch Capital Group in a research report on Tuesday, February 17th. Finally, Barclays raised their target price on Arch Capital Group from $104.00 to $106.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 8th. Eight analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $106.32.

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.