Arch Capital Group (NASDAQ:ACGL) Price Target Raised to $125.00

Arch Capital Group (NASDAQ:ACGL) had its target price increased by Citigroup from $122.50 to $125.00 in a research report report published on Thursday morning, Marketbeat reports. The brokerage currently has a buy rating on the insurance provider’s stock.

A number of other research firms have also recently issued reports on ACGL. Weiss Ratings raised Arch Capital Group from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, October 9th. Morgan Stanley set a $103.00 target price on shares of Arch Capital Group and gave the stock an “equal weight” rating in a report on Thursday. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $107.00 price target (down from $117.00) on shares of Arch Capital Group in a research note on Monday, October 12th. Atlantic Securities set a $126.00 price target on shares of Arch Capital Group in a report on Wednesday, July 15th. Finally, Cantor Fitzgerald lowered their price objective on shares of Arch Capital Group from $110.00 to $105.00 and set a “neutral” rating for the company in a research report on Wednesday, October 7th. Seven investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $109.94.

Arch Capital Group Trading Up 2.3%

Shares of NASDAQ ACGL opened at $106.36 on Thursday. Arch Capital Group has a twelve month low of $84.69 and a twelve month high of $107.08. The stock has a market cap of $36.29 billion, a price-to-earnings ratio of 8.70, a P/E/G ratio of 3.55 and a beta of 0.28. The company has a quick ratio of 0.57, a current ratio of 0.56 and a debt-to-equity ratio of 0.21. The company’s fifty day moving average is $97.94 and its 200-day moving average is $96.77.

Arch Capital Group (NASDAQ:ACGL) last released its quarterly earnings data on Tuesday, October 27th. The insurance provider reported $2.67 EPS for the quarter, beating analysts’ consensus estimates of $2.31 by $0.36. The business had revenue of $4.66 billion during the quarter, compared to analysts’ expectations of $4.06 billion. Arch Capital Group had a net margin of 23.31% and a return on equity of 16.62%. During the same quarter in the prior year, the company earned $2.77 EPS. Equities research analysts predict that Arch Capital Group will post 10.02 EPS for the current year.

Insider Activity at Arch Capital Group

In other news, CFO Francois Morin sold 11,010 shares of the stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $99.32, for a total transaction of $1,093,513.20. Following the completion of the transaction, the chief financial officer directly owned 184,826 shares in the company, valued at $18,356,918.32. This represents a 5.62% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 3.30% of the stock is currently owned by corporate insiders.

Institutional Trading of Arch Capital Group

Hedge funds and other institutional investors have recently modified their holdings of the stock. Kestra Private Wealth Services LLC boosted its holdings in shares of Arch Capital Group by 6.3% during the 3rd quarter. Kestra Private Wealth Services LLC now owns 8,001 shares of the insurance provider’s stock worth $739,000 after buying an additional 472 shares during the period. Chicago Partners Investment Group LLC raised its holdings in Arch Capital Group by 398.4% in the 3rd quarter. Chicago Partners Investment Group LLC now owns 14,340 shares of the insurance provider’s stock valued at $1,458,000 after acquiring an additional 11,463 shares during the period. Covestor Ltd raised its holdings in Arch Capital Group by 23.4% in the 3rd quarter. Covestor Ltd now owns 785 shares of the insurance provider’s stock valued at $73,000 after acquiring an additional 149 shares during the period. 3Chopt Investment Partners LLC raised its holdings in Arch Capital Group by 0.7% in the 3rd quarter. 3Chopt Investment Partners LLC now owns 24,774 shares of the insurance provider’s stock valued at $2,288,000 after acquiring an additional 166 shares during the period. Finally, Rakuten Investment Management Inc. acquired a new stake in Arch Capital Group during the third quarter worth approximately $5,807,000. Institutional investors and hedge funds own 89.07% of the company’s stock.

Arch Capital Group News Summary

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

• Positive Sentiment: Quarterly earnings beat expectations: Arch reported third-quarter earnings of $2.67 per share, exceeding the $2.31 consensus estimate, while revenue of $4.66 billion also surpassed forecasts of $4.06 billion. The results support investor confidence in the insurer’s underwriting and investment performance, although EPS was below $2.77 in the prior-year quarter. Arch Capital Q3 2026 Earnings Call Transcript
• Positive Sentiment: Expanded reinsurance letter-of-credit facility: Arch Reinsurance Ltd., a subsidiary of Arch Capital, expanded its reinsurance letter-of-credit facility. The additional financial flexibility can support underwriting capacity, collateral requirements and future growth. Arch Capital Expands Reinsurance Letter of Credit Facility
• Positive Sentiment: Supportive analyst action: Citigroup raised its price target to $125 from $122.50 and maintained a “buy” rating, implying further potential upside. Jefferies also lifted its target to $106 from $102, reinforcing the view that Arch’s operating performance remains solid. Citigroup Arch Capital Price Target Jefferies Arch Capital Price Target
• Neutral Sentiment: Board update: Arch announced a board-related change amid commentary highlighting its continued strong performance. The update does not appear to materially alter the company’s near-term fundamentals. Arch Capital Board Change
• Neutral Sentiment: Analyst sentiment remains mixed overall, while a Zacks article highlighted the potential usefulness of earnings-estimate tools rather than announcing a company-specific catalyst.

About Arch Capital Group

Arch Capital Group Ltd. is a Bermuda-based insurance, reinsurance and mortgage insurance company whose shares trade on the Nasdaq under the symbol ACGL. The company was established in 1995 and has developed into a global provider of specialty risk-management products and services.

Through its insurance operations, Arch offers property, casualty, specialty, and accident and health coverage to businesses and other policyholders. Its reinsurance operations provide coverage and risk-transfer solutions to insurance companies across a range of property and casualty lines.