Zacks Research Has Bearish Forecast for ACGL Q3 Earnings

Arch Capital Group Ltd. (NASDAQ:ACGL) – Equities research analysts at Zacks Research reduced their Q3 2026 earnings per share estimates for shares of Arch Capital Group in a report issued on Tuesday, June 2nd. Zacks Research analyst Team now forecasts that the insurance provider will post earnings of $1.85 per share for the quarter, down from their previous estimate of $1.89. 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 FY2026 earnings at $9.25 EPS, Q1 2027 earnings at $2.58 EPS, Q3 2027 earnings at $2.21 EPS, FY2027 earnings at $10.00 EPS and FY2028 earnings at $10.83 EPS.

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

A number of other equities analysts have also weighed in on ACGL. Citigroup upped their target price on shares of Arch Capital Group from $120.00 to $122.50 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Wells Fargo & Company lifted their price target on Arch Capital Group from $109.00 to $110.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. Barclays boosted their price target on Arch Capital Group from $104.00 to $106.00 and gave the company an “equal weight” rating in a report on Wednesday, April 8th. Morgan Stanley set a $105.00 price objective on Arch Capital Group in a report on Friday, May 1st. Finally, Cantor Fitzgerald reissued a “neutral” rating and issued a $100.00 target price (up from $97.00) on shares of Arch Capital Group in a research report on Tuesday, February 17th. Eight investment 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’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $106.32.

Arch Capital Group Stock Down 1.3%

Shares of ACGL stock opened at $87.62 on Wednesday. The firm has a fifty day moving average of $95.22 and a 200-day moving average of $95.16. 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 market capitalization of $30.61 billion, a price-to-earnings ratio of 6.73, a P/E/G ratio of 4.87 and a beta of 0.32.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of ACGL. Elyxium Wealth LLC bought a new stake in shares of Arch Capital Group during the 4th quarter worth approximately $27,000. WealthCollab LLC grew its stake 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 valued at $27,000 after buying an additional 238 shares in the last quarter. JPL Wealth Management LLC bought a new position in shares of Arch Capital Group in the third quarter valued at $28,000. Grove Bank & Trust acquired a new position in Arch Capital Group during the fourth quarter worth $30,000. Finally, Aventura Private Wealth LLC acquired a new position in Arch Capital Group during the fourth quarter worth $30,000. 89.07% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Arch Capital Group

In other Arch Capital Group news, CEO Nicolas Papadopoulo sold 21,930 shares of the business’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $96.31, for a total transaction of $2,112,078.30. Following the sale, the chief executive officer directly owned 871,594 shares of the company’s stock, valued at $83,943,218.14. The trade was a 2.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Daniel Joseph Houston acquired 5,300 shares of Arch Capital Group stock in a transaction dated Thursday, April 30th. The shares were acquired at an average price of $94.08 per share, with a total value of $498,624.00. Following the completion of the purchase, the director owned 9,915 shares in the company, valued at approximately $932,803.20. The trade was a 114.84% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders sold 32,837 shares of company stock valued at $2,766,946. Corporate insiders own 3.30% of the company’s stock.

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.