Arch Capital Group (ACGL) – Investment Analysts’ Weekly Ratings Updates

A number of firms have modified their ratings and price targets on shares of Arch Capital Group (NASDAQ: ACGL) recently:

• 5/5/2026 – Arch Capital Group had its price target lowered by Keefe, Bruyette & Woods from $105.00 to $102.00. They now have a “market perform” rating on the stock.
• 5/5/2026 – Arch Capital Group had its price target lowered by Mizuho from $102.00 to $101.00. They now have a “neutral” rating on the stock.
• 5/1/2026 – Arch Capital Group was given a new $105.00 price target by Morgan Stanley.
• 4/30/2026 – Arch Capital Group had its price target raised by Citigroup Inc. from $120.00 to $122.50. They now have a “buy” rating on the stock.
• 4/30/2026 – Arch Capital Group had its price target raised by Wells Fargo & Company from $109.00 to $110.00. They now have an “overweight” rating on the stock.
• 4/20/2026 – Arch Capital Group had its price target lowered by JPMorgan Chase & Co. from $117.00 to $110.00. They now have a “neutral” rating on the stock.
• 4/8/2026 – Arch Capital Group had its price target raised by Barclays PLC from $104.00 to $106.00. They now have an “equal weight” rating on the stock.
• 4/7/2026 – Arch Capital Group had its price target raised by Keefe, Bruyette & Woods from $104.00 to $105.00. They now have a “market perform” rating on the stock.

Insider Activity at Arch Capital Group

In other Arch Capital Group news, insider Maamoun Rajeh sold 47,430 shares of the company’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $96.12, for a total value of $4,558,971.60. Following the completion of the sale, the insider directly owned 433,589 shares in the company, valued at approximately $41,676,574.68. This represents a 9.86% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider David Gansberg sold 5,907 shares of the company’s stock in a transaction on 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 SEC filing for this sale provides additional information. Insiders have sold 78,267 shares of company stock worth $7,291,637 over the last quarter. 3.30% of the stock is owned by insiders.

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.