Arch Capital Group Ltd. $ACGL Position Cut by New York State Teachers Retirement System

New York State Teachers Retirement System decreased its position in shares of Arch Capital Group Ltd. (NASDAQ:ACGL) by 2.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 326,942 shares of the insurance provider’s stock after selling 8,514 shares during the quarter. New York State Teachers Retirement System owned about 0.09% of Arch Capital Group worth $31,360,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently modified their holdings of the company. WealthCollab LLC boosted its holdings in shares of Arch Capital Group by 410.3% during the third quarter. WealthCollab LLC now owns 296 shares of the insurance provider’s stock valued at $27,000 after acquiring an additional 238 shares during the period. JPL Wealth Management LLC acquired a new position in shares of Arch Capital Group during the third quarter valued at $28,000. Aventura Private Wealth LLC acquired a new position in shares of Arch Capital Group during the fourth quarter valued at $30,000. Grove Bank & Trust acquired a new position in shares of Arch Capital Group during the fourth quarter valued at $30,000. Finally, TD Waterhouse Canada Inc. boosted its holdings in shares of Arch Capital Group by 72.7% during the fourth quarter. TD Waterhouse Canada Inc. now owns 323 shares of the insurance provider’s stock valued at $31,000 after acquiring an additional 136 shares during the period. Institutional investors and hedge funds own 89.07% of the company’s stock.

Trending Headlines about Arch Capital Group

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

• Positive Sentiment: Citigroup raised its price target to $122.50 and upgraded ACGL to a “buy,” signaling materially higher upside (roughly +30% vs. recent levels). This is a substantive vote of confidence that could support buying interest if broader sentiment holds. Arch Capital Group (NASDAQ:ACGL) Price Target Raised to $122.50 at Citigroup
• Positive Sentiment: Wells Fargo raised its target to $110 and maintains an “overweight” stance, reinforcing analyst upward revision momentum and providing additional institutional support for ACGL shares. Arch Capital Group (NASDAQ:ACGL) Given New $110.00 Price Target at Wells Fargo & Company
• Positive Sentiment: Coverage highlighting ACGL’s strong Q1 results and an enlarged buyback plan suggests near‑term EPS accretion and shareholder returns that could boost valuation multiple over time; this is likely a key reason some analysts are upping targets. How Strong Q1 Results and Bigger Buyback Plan Could Impact Arch Capital Group (ACGL) Investors
• Neutral Sentiment: Analyst roundups providing broader insights on ACGL alongside peers summarize consensus views but add little new actionable change; they help frame comparables but are not a direct catalyst. Analysts Offer Insights on Financial Companies: Arch Capital Group (ACGL), Eagle Bancorp Montana (EBMT) and Robinhood (HOOD)
• Neutral Sentiment: Barclays reaffirmed a “hold” rating on ACGL, tempering the impact of other bullish calls and indicating some analysts still view the stock as fairly valued at current levels; this can limit immediate upside until more positive confirmation arrives. Barclays Reaffirms Their Hold Rating on Arch Capital Group (ACGL)

Analysts Set New Price Targets

Several equities analysts have recently issued reports on ACGL shares. Weiss Ratings raised shares of Arch Capital Group from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 4th. Mizuho boosted their price target on shares of Arch Capital Group from $95.00 to $102.00 and gave the company a “neutral” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. reduced their price target on shares of Arch Capital Group from $117.00 to $110.00 and set a “neutral” rating for the company in a report on Monday, April 20th. Keefe, Bruyette & Woods boosted their price target on shares of Arch Capital Group from $104.00 to $105.00 and gave the company a “market perform” rating in a report on Tuesday, April 7th. Finally, Cantor Fitzgerald reissued a “neutral” rating and set a $100.00 price target (up from $97.00) on shares of Arch Capital Group in a report on Tuesday, February 17th. Eight equities research 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 MarketBeat.com, Arch Capital Group presently has a consensus rating of “Hold” and a consensus price target of $106.61.

Arch Capital Group Trading Down 0.7%

Arch Capital Group stock opened at $93.82 on Friday. The firm has a 50 day simple moving average of $96.37 and a 200-day simple moving average of $94.21. The company has a debt-to-equity ratio of 0.15, a current ratio of 0.55 and a quick ratio of 0.53. The stock has a market capitalization of $33.43 billion, a PE ratio of 7.21, a price-to-earnings-growth ratio of 5.16 and a beta of 0.35. Arch Capital Group Ltd. has a 12-month low of $82.44 and a 12-month high of $103.39.

Arch Capital Group (NASDAQ:ACGL) last posted its quarterly earnings data on Tuesday, March 31st. The insurance provider reported $2.50 earnings per share (EPS) for the quarter. The business had revenue of $4.52 billion during the quarter. Arch Capital Group had a net margin of 24.64% and a return on equity of 17.61%. As a group, equities research analysts expect that Arch Capital Group Ltd. will post 9.33 EPS for the current fiscal year.

Insider Activity at Arch Capital Group

In other news, CEO Nicolas Papadopoulo sold 21,930 shares of the stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $96.31, for a total value of $2,112,078.30. Following the completion of the transaction, the chief executive officer directly owned 871,594 shares in the company, valued at $83,943,218.14. This trade represents a 2.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider David Gansberg sold 5,907 shares of Arch Capital Group stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $96.37, for a total value of $569,257.59. Following the transaction, the insider directly owned 336,559 shares in the company, valued at approximately $32,434,190.83. The trade was a 1.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 78,267 shares of company stock valued at $7,291,637. 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.