US Bancorp DE Acquires 6,298 Shares of Arch Capital Group Ltd. $ACGL

US Bancorp DE lifted its holdings in Arch Capital Group Ltd. (NASDAQ:ACGL) by 8.3% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 81,998 shares of the insurance provider’s stock after buying an additional 6,298 shares during the period. US Bancorp DE’s holdings in Arch Capital Group were worth $7,865,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the business. Daymark Wealth Partners LLC increased its holdings in shares of 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 buying an additional 106 shares during the last quarter. Keel Point LLC increased its holdings in shares of 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 buying an additional 112 shares during the last quarter. Legacy Advisors LLC increased its holdings in shares of 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 buying an additional 112 shares during the last quarter. Compound Planning Inc. increased its holdings in shares of Arch Capital Group by 5.0% in the 3rd quarter. Compound Planning Inc. now owns 2,644 shares of the insurance provider’s stock worth $240,000 after buying an additional 127 shares during the last quarter. Finally, MassMutual Private Wealth & Trust FSB increased its holdings in shares of Arch Capital Group by 14.0% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 1,105 shares of the insurance provider’s stock worth $100,000 after buying an additional 136 shares during the last quarter. 89.07% of the stock is currently owned by institutional investors.

Arch Capital Group Price Performance

Shares of ACGL stock opened at $93.82 on Monday. The company has a market capitalization of $33.43 billion, a P/E ratio of 7.21, a P/E/G ratio of 5.12 and a beta of 0.35. The company’s 50-day simple moving average is $96.37 and its two-hundred day simple moving average is $94.23. Arch Capital Group Ltd. has a one year low of $82.44 and a one year high of $103.39. The company has a debt-to-equity ratio of 0.15, a current ratio of 0.55 and a quick ratio of 0.53.

Arch Capital Group (NASDAQ:ACGL) last announced its quarterly earnings results on Tuesday, March 31st. The insurance provider reported $2.50 earnings per share (EPS) for the quarter. The firm had revenue of $4.52 billion during the quarter. Arch Capital Group had a return on equity of 17.61% and a net margin of 24.64%. As a group, equities analysts anticipate that Arch Capital Group Ltd. will post 9.35 EPS for the current year.

Arch Capital Group News Roundup

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)

Insider Transactions at Arch Capital Group

In other Arch Capital Group news, CEO Nicolas Papadopoulo sold 21,930 shares of Arch Capital Group stock in a transaction on Tuesday, March 10th. The stock was 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 directly owned 871,594 shares of the company’s stock, valued at $83,943,218.14. The trade was a 2.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider David Gansberg sold 5,907 shares of Arch Capital Group stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $96.37, for a total value of $569,257.59. Following the sale, the insider directly owned 336,559 shares of the company’s stock, valued at approximately $32,434,190.83. This trade represents a 1.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 78,267 shares of company stock valued at $7,291,637. Company insiders own 3.30% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on ACGL shares. Mizuho upped 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. Wells Fargo & Company upped their price target on shares of Arch Capital Group from $109.00 to $110.00 and gave the company an “overweight” rating in a report on Thursday. 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 report on Tuesday, February 17th. JPMorgan Chase & Co. cut their price target on shares of Arch Capital Group from $117.00 to $110.00 and set a “neutral” rating on the stock in a report on Monday, April 20th. 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 given a Sell rating to the company. According to MarketBeat.com, Arch Capital Group has an average rating of “Hold” and an average price target of $106.61.

Arch Capital Group 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.