FY2026 EPS Forecast for Arch Capital Group Raised by Analyst

Arch Capital Group Ltd. (NASDAQ:ACGL) – Research analysts at Zacks Research increased their FY2026 earnings per share (EPS) estimates for shares of Arch Capital Group in a research report issued to clients and investors on Tuesday, November 10th. Zacks Research analyst Team now forecasts that the insurance provider will post earnings of $10.11 per share for the year, up from their prior estimate of $9.35. The consensus estimate for Arch Capital Group’s current full-year earnings is $10.18 per share. Zacks Research also issued estimates for Arch Capital Group’s Q1 2027 earnings at $2.55 EPS.

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

Several other brokerages have also weighed in on ACGL. Citigroup increased their price objective on shares of Arch Capital Group from $122.50 to $125.00 and gave the company a “buy” rating in a research report on Thursday, October 29th. JPMorgan Chase & Co. cut their target price on shares of Arch Capital Group from $118.00 to $113.00 and set a “neutral” rating for the company in a research note on Friday, October 9th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $120.00 target price (up from $115.00) on shares of Arch Capital Group in a report on Thursday, July 30th. Bank of America upped their price target on shares of Arch Capital Group from $129.00 to $131.00 and gave the company a “buy” rating in a research note on Monday, October 12th. Finally, Keefe, Bruyette & Woods reissued a “market perform” rating and issued a $106.00 price target (up from $95.00) on shares of Arch Capital Group in a report on Tuesday, November 3rd. Seven analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Arch Capital Group currently has an average rating of “Hold” and a consensus target price of $111.65.

Arch Capital Group Trading Up 0.0%

ACGL stock opened at $109.17 on Thursday. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.56 and a quick ratio of 0.56. The company has a fifty day moving average price of $99.46 and a two-hundred day moving average price of $97.46. Arch Capital Group has a one year low of $87.05 and a one year high of $113.63. The stock has a market cap of $37.25 billion, a price-to-earnings ratio of 8.93, a price-to-earnings-growth ratio of 3.58 and a beta of 0.22.

Insiders Place Their Bets

In other news, CFO Francois Morin sold 11,010 shares of Arch Capital Group stock in a transaction on Tuesday, August 18th. The stock was 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 owned 184,826 shares of the company’s stock, valued at approximately $18,356,918.32. This trade represents a 5.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 3.30% of the stock is owned by insiders.

Institutional Investors Weigh In On Arch Capital Group

A number of institutional investors have recently modified their holdings of the business. E Fund Management Hong Kong Co. Ltd. grew its position in shares of Arch Capital Group by 95.0% during the 3rd quarter. E Fund Management Hong Kong Co. Ltd. now owns 349 shares of the insurance provider’s stock worth $32,000 after purchasing an additional 170 shares in the last quarter. Advisors Asset Management Inc. acquired a new stake in shares of Arch Capital Group in the third quarter valued at approximately $6,744,000. Edmond DE Rothschild Holding S.A. raised its position in shares of Arch Capital Group by 109.2% in the third quarter. Edmond DE Rothschild Holding S.A. now owns 16,456 shares of the insurance provider’s stock valued at $1,520,000 after buying an additional 8,589 shares in the last quarter. Private Wealth Asset Management LLC raised its position in shares of Arch Capital Group by 1,766.8% in the third quarter. Private Wealth Asset Management LLC now owns 7,262 shares of the insurance provider’s stock valued at $671,000 after buying an additional 6,873 shares in the last quarter. Finally, Private Advisor Group LLC boosted its stake in shares of Arch Capital Group by 65.8% in the third quarter. Private Advisor Group LLC now owns 16,230 shares of the insurance provider’s stock valued at $1,499,000 after buying an additional 6,444 shares during the period. Institutional investors own 89.07% of the company’s stock.

Latest Arch Capital Group News

Here’s some of the latest news about ACGL:

• Positive Sentiment: Zacks raised its FY2026 EPS estimate to $10.11 from $9.35 and its Q1 2027 estimate to $2.55 from $2.52. The FY2026 estimate is close to the $10.18 consensus, signaling improved expectations for the nearer term. MarketBeat report
• Negative Sentiment: Zacks trimmed several forecasts, including FY2027 EPS to $9.73 from $9.76, Q4 2026 to $2.38 from $2.43, and Q1 and Q2 2028 estimates. These adjustments point to softer expectations in some future periods. MarketBeat report
• Neutral Sentiment: A recent Zacks commentary cited disciplined underwriting, rising investment income, acquisitions and cash flow as supports for potential earnings and book-value growth; it also noted ACGL’s 19.5% gain over the past year. Zacks commentary

Arch Capital Group Company Profile

Arch Capital Group Ltd. is a global insurance and reinsurance company headquartered in Bermuda. Through its insurance, reinsurance and mortgage insurance operations, it provides coverage and risk-management solutions to businesses, financial institutions and other customers. The company’s offerings include property and casualty insurance, specialty coverage and reinsurance for risks such as property, casualty and professional liability. Its mortgage insurance business serves lenders and borrowers, primarily in the United States.