Arch Capital Group Ltd. $ACGL Shares Bought by AustralianSuper Pty Ltd

AustralianSuper Pty Ltd grew its position in shares of Arch Capital Group Ltd. (NASDAQ:ACGL) by 141.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 183,625 shares of the insurance provider’s stock after purchasing an additional 107,494 shares during the period. AustralianSuper Pty Ltd’s holdings in Arch Capital Group were worth $17,613,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Daymark Wealth Partners LLC grew its stake in Arch Capital Group by 3.4% in the 4th quarter. Daymark Wealth Partners LLC now owns 3,211 shares of the insurance provider’s stock worth $308,000 after acquiring an additional 106 shares during the period. Keel Point LLC grew its stake in Arch Capital Group by 4.6% in the 3rd quarter. Keel Point LLC now owns 2,524 shares of the insurance provider’s stock worth $229,000 after acquiring an additional 112 shares during the period. Legacy Advisors LLC grew its stake in Arch Capital Group by 1.2% in the 4th quarter. Legacy Advisors LLC now owns 9,551 shares of the insurance provider’s stock worth $916,000 after acquiring an additional 112 shares during the period. Compound Planning Inc. increased its stake in Arch Capital Group by 5.0% in the third quarter. Compound Planning Inc. now owns 2,644 shares of the insurance provider’s stock valued at $240,000 after purchasing an additional 127 shares during the last quarter. Finally, TD Waterhouse Canada Inc. increased its stake in Arch Capital Group by 72.7% in the fourth quarter. TD Waterhouse Canada Inc. now owns 323 shares of the insurance provider’s stock valued at $31,000 after purchasing an additional 136 shares during the last quarter. 89.07% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the company. UBS Group reiterated a “buy” rating and issued a $114.00 target price (up from $113.00) on shares of Arch Capital Group in a research note on Tuesday, February 17th. Royal Bank Of Canada upped their target price on Arch Capital Group from $108.00 to $115.00 and gave the company an “outperform” rating in a research note on Wednesday, February 11th. Citigroup increased their price objective on shares of Arch Capital Group from $120.00 to $122.50 and gave the stock a “buy” rating in a report on Thursday, April 30th. Morgan Stanley set a $105.00 price objective on shares of Arch Capital Group in a report on Friday, May 1st. Finally, Weiss Ratings upgraded shares of Arch Capital Group from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 4th. Eight equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Arch Capital Group currently has an average rating of “Hold” and a consensus price target of $106.32.

Insider Buying and Selling

In other news, insider David Gansberg sold 5,907 shares of the company’s 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 completion of the sale, the insider owned 336,559 shares of the company’s stock, valued at $32,434,190.83. This represents a 1.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Brian S. Posner sold 2,000 shares of the company’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $17.14, for a total value of $34,280.00. The SEC filing for this sale provides additional information. Insiders sold 32,837 shares of company stock worth $2,766,946 over the last three months. 3.30% of the stock is currently owned by corporate insiders.

Arch Capital Group News Roundup

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

• Positive Sentiment: Zacks Research raised near-term earnings estimates for Arch Capital, including Q1 2027 and Q2 2027, and also slightly lifted its Q1 2028 forecast, signaling improving profit expectations. Arch Capital Group estimate updates
• Positive Sentiment: An analyst note highlighted Arch Capital’s strong premium growth, rising investment income and favorable property & casualty market trends, which support long-term expansion and may help justify the stock’s premium valuation. ACGL’s Solid Growth Comes With a Premium Valuation: Hold or Buy?
• Neutral Sentiment: At the same time, Zacks trimmed several other future earnings estimates for Arch Capital, including Q2 2026, Q3 2026, Q4 2026, FY2026, FY2027, and FY2028, suggesting some caution around the pace of earnings growth. Arch Capital Group estimate revisions

Arch Capital Group Stock Performance

Shares of ACGL stock opened at $93.98 on Friday. The company’s fifty day simple moving average is $95.39 and its 200-day simple moving average is $94.60. Arch Capital Group Ltd. has a 52 week low of $82.44 and a 52 week high of $103.39. The company has a current ratio of 0.55, a quick ratio of 0.55 and a debt-to-equity ratio of 0.15. The company has a market cap of $32.84 billion, a PE ratio of 7.22, a P/E/G ratio of 5.13 and a beta of 0.35.

Arch Capital Group (NASDAQ:ACGL) last issued its earnings results on Tuesday, March 31st. The insurance provider reported $2.50 EPS for the quarter. Arch Capital Group had a net margin of 24.64% and a return on equity of 17.61%. The business had revenue of $4.52 billion for the quarter. As a group, equities research analysts anticipate that Arch Capital Group Ltd. will post 9.29 EPS for the current year.

About Arch Capital Group

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.