DOWLING & PARTN Issues Optimistic Forecast for ACGL Earnings

Arch Capital Group Ltd. (NASDAQ:ACGL) – Research analysts at DOWLING & PARTN upped their FY2026 earnings per share estimates for Arch Capital Group in a research report issued to clients and investors on Wednesday, November 4th. DOWLING & PARTN analyst N. Iacoviello now anticipates that the insurance provider will post earnings per share of $9.90 for the year, up from their previous forecast of $9.50. The consensus estimate for Arch Capital Group’s current full-year earnings is $10.08 per share.

ACGL has been the subject of a number of other reports. JPMorgan Chase & Co. dropped their price target on shares of Arch Capital Group from $118.00 to $113.00 and set a “neutral” rating for the company in a research report on Friday, October 9th. Evercore decreased their price objective on shares of Arch Capital Group from $105.00 to $103.00 in a research report on Wednesday, October 28th. Keefe, Bruyette & Woods restated a “market perform” rating and set a $106.00 target price (up from $95.00) on shares of Arch Capital Group in a research note on Tuesday. Bank of America upped their target price on shares of Arch Capital Group from $129.00 to $131.00 and gave the stock a “buy” rating in a report on Monday, October 12th. Finally, BMO Capital Markets upped their target price on shares of Arch Capital Group from $95.00 to $102.00 in a report on Wednesday, August 5th. Seven equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $111.65.

Arch Capital Group Price Performance

NASDAQ ACGL opened at $110.68 on Thursday. The company has a current ratio of 0.56, a quick ratio of 0.57 and a debt-to-equity ratio of 0.21. Arch Capital Group has a 12 month low of $87.05 and a 12 month high of $110.73. The stock has a market cap of $37.77 billion, a price-to-earnings ratio of 9.05, a PEG ratio of 3.57 and a beta of 0.22. The company’s 50 day moving average is $98.47 and its two-hundred day moving average is $97.04.

Arch Capital Group (NASDAQ:ACGL) last announced its quarterly earnings data on Tuesday, October 27th. The insurance provider reported $2.67 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.31 by $0.36. The company had revenue of $4.66 billion during the quarter, compared to the consensus estimate of $4.06 billion. Arch Capital Group had a return on equity of 16.62% and a net margin of 23.31%. During the same period in the previous year, the company posted $2.77 EPS.

Insiders Place Their Bets

In other Arch Capital Group news, CFO Francois Morin sold 11,010 shares of the stock in a transaction that occurred on 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 sale, the chief financial officer directly owned 184,826 shares of the company’s stock, valued at $18,356,918.32. This trade represents a 5.62% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 3.30% of the stock is owned by insiders.

Hedge Funds Weigh In On Arch Capital Group

Several hedge funds have recently modified their holdings of the stock. Allspring Global Investments Holdings LLC raised its holdings in shares of Arch Capital Group by 8.6% in the third quarter. Allspring Global Investments Holdings LLC now owns 4,494,644 shares of the insurance provider’s stock worth $423,665,000 after buying an additional 354,742 shares during the period. Dimensional Fund Advisors LP grew its position in Arch Capital Group by 2.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 4,173,885 shares of the insurance provider’s stock valued at $400,643,000 after acquiring an additional 117,929 shares during the last quarter. Madison Asset Management LLC purchased a new stake in Arch Capital Group in the second quarter worth $368,808,000. First Trust Advisors LP increased its stake in Arch Capital Group by 319.5% in the first quarter. First Trust Advisors LP now owns 2,626,148 shares of the insurance provider’s stock worth $252,084,000 after purchasing an additional 2,000,162 shares during the period. Finally, Robeco Institutional Asset Management B.V. lifted its position in shares of Arch Capital Group by 10.3% during the third quarter. Robeco Institutional Asset Management B.V. now owns 2,259,582 shares of the insurance provider’s stock worth $208,695,000 after purchasing an additional 210,609 shares during the last quarter. Hedge funds and other institutional investors own 89.07% of the company’s stock.

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.