Pictet Asset Management Holding SA Has $20.66 Million Stock Holdings in Arch Capital Group Ltd. $ACGL

Pictet Asset Management Holding SA cut its holdings in shares of Arch Capital Group Ltd. (NASDAQ:ACGL) by 4.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 215,322 shares of the insurance provider’s stock after selling 8,995 shares during the period. Pictet Asset Management Holding SA owned about 0.06% of Arch Capital Group worth $20,655,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in ACGL. Cooke & Bieler LP acquired a new stake in shares of Arch Capital Group during the 3rd quarter worth approximately $210,856,000. First Trust Advisors LP grew its stake in shares of Arch Capital Group by 409.5% in the 3rd quarter. First Trust Advisors LP now owns 2,835,648 shares of the insurance provider’s stock valued at $257,278,000 after buying an additional 2,279,147 shares during the period. Ameriprise Financial Inc. increased its position in Arch Capital Group by 289.1% in the 2nd quarter. Ameriprise Financial Inc. now owns 1,368,648 shares of the insurance provider’s stock valued at $124,615,000 after buying an additional 1,016,919 shares in the last quarter. Two Sigma Investments LP increased its holdings in shares of Arch Capital Group by 112.4% during the third quarter. Two Sigma Investments LP now owns 1,895,222 shares of the insurance provider’s stock valued at $171,953,000 after acquiring an additional 1,003,004 shares in the last quarter. Finally, UBS Group AG increased its stake in Arch Capital Group by 56.4% during the 3rd quarter. UBS Group AG now owns 2,738,518 shares of the insurance provider’s stock valued at $248,466,000 after purchasing an additional 987,398 shares in the last quarter. 89.07% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO Nicolas Papadopoulo sold 21,930 shares of the firm’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 completion of the sale, the chief executive officer owned 871,594 shares in the company, valued at approximately $83,943,218.14. This trade represents a 2.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Brian S. Posner sold 3,000 shares of Arch Capital Group stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $17.11, for a total transaction of $51,330.00. Following the completion of the sale, the director directly owned 2,000 shares in the company, valued at approximately $34,220. This represents a 60.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 78,267 shares of company stock valued at $7,291,637. 3.30% of the stock is currently owned by company insiders.

Arch Capital Group Stock Performance

ACGL stock opened at $93.82 on Friday. The company has a quick ratio of 0.53, a current ratio of 0.55 and a debt-to-equity ratio of 0.15. The firm has a market cap of $33.43 billion, a PE ratio of 7.21, a P/E/G ratio of 5.16 and a beta of 0.35. The business has a 50 day moving average of $96.37 and a 200-day moving average of $94.21. 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 issued its quarterly earnings results on Tuesday, March 31st. The insurance provider reported $2.50 EPS for the quarter. Arch Capital Group had a return on equity of 17.61% and a net margin of 24.64%.The business had revenue of $4.52 billion for the quarter. As a group, sell-side analysts expect that Arch Capital Group Ltd. will post 9.33 earnings per share for the current year.

More Arch Capital Group News

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)

Wall Street Analyst Weigh In

A number of research firms have issued reports on ACGL. Cantor Fitzgerald reiterated a “neutral” rating and set a $100.00 price target (up from $97.00) on shares of Arch Capital Group in a research note on Tuesday, February 17th. Mizuho raised their target price on Arch Capital Group from $95.00 to $102.00 and gave the company a “neutral” rating in a report on Thursday, February 12th. Citigroup lifted their target price on Arch Capital Group from $120.00 to $122.50 and gave the company a “buy” rating in a research report on Thursday. JPMorgan Chase & Co. lowered their price target on Arch Capital Group from $117.00 to $110.00 and set a “neutral” rating for the company in a research report on Monday, April 20th. Finally, Weiss Ratings upgraded Arch Capital Group from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 4th. Eight equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $106.61.

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.