Arch Capital Group (NASDAQ:ACGL) Stock Price Target Cut by Evercore

Arch Capital Group (NASDAQ:ACGL) had its price target dropped by equities research analysts at Evercore from $105.00 to $103.00 in a report released on Wednesday. Evercore‘s price target points to a potential downside of 3.16% from the stock’s current price.

Other research analysts have also recently issued reports about the stock. Morgan Stanley set a $103.00 target price on shares of Arch Capital Group and gave the stock an “equal weight” rating in a report on Thursday. UBS Group reaffirmed a “buy” rating and issued a $120.00 price target (up from $114.00) on shares of Arch Capital Group in a research report on Wednesday, July 8th. Mizuho set a $100.00 price objective on shares of Arch Capital Group and gave the company a “neutral” rating in a research note on Wednesday, September 16th. Atlantic Securities set a $126.00 price objective on shares of Arch Capital Group in a report on Wednesday, July 15th. Finally, Wells Fargo & Company reissued an “overweight” rating and issued a $107.00 price objective (down from $117.00) on shares of Arch Capital Group in a research note on Monday, October 12th. Seven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $109.94.

Arch Capital Group Trading Up 2.3%

ACGL traded up $2.42 on Wednesday, reaching $106.36. 2,479,821 shares of the company traded hands, compared to its average volume of 2,354,857. The company has a quick ratio of 0.57, a current ratio of 0.56 and a debt-to-equity ratio of 0.21. The company has a market cap of $36.29 billion, a P/E ratio of 8.70, a price-to-earnings-growth ratio of 3.03 and a beta of 0.28. The firm has a fifty day simple moving average of $97.80 and a two-hundred day simple moving average of $96.70. Arch Capital Group has a one year low of $84.69 and a one year high of $107.08.

Arch Capital Group (NASDAQ:ACGL) last announced its quarterly earnings results on Tuesday, October 27th. The insurance provider reported $2.67 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.31 by $0.36. The firm had revenue of $4.66 billion during the quarter, compared to analyst estimates of $4.06 billion. Arch Capital Group had a return on equity of 16.62% and a net margin of 23.31%. During the same quarter in the previous year, the business earned $2.77 earnings per share. As a group, equities research analysts expect that Arch Capital Group will post 9.86 earnings per share for the current year.

Insider Transactions at Arch Capital Group

In other Arch Capital Group news, CFO Francois Morin sold 11,010 shares of Arch Capital Group stock in a transaction dated 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. The trade was a 5.62% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 3.30% of the stock is owned by company insiders.

Institutional Investors Weigh In On Arch Capital Group

A number of large investors have recently bought and sold shares of ACGL. Dimensional Fund Advisors LP grew its position in Arch Capital Group by 2.9% during the first quarter. Dimensional Fund Advisors LP now owns 4,173,885 shares of the insurance provider’s stock valued at $400,643,000 after buying an additional 117,929 shares during the period. Madison Asset Management LLC acquired a new position in shares of Arch Capital Group in the second quarter worth about $368,808,000. First Trust Advisors LP raised its position in shares of Arch Capital Group by 319.5% in the first quarter. First Trust Advisors LP now owns 2,626,148 shares of the insurance provider’s stock worth $252,084,000 after acquiring an additional 2,000,162 shares during the period. Robeco Institutional Asset Management B.V. boosted its stake in shares of Arch Capital Group by 10.3% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 2,259,582 shares of the insurance provider’s stock worth $208,695,000 after acquiring an additional 210,609 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of Arch Capital Group by 50.6% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,910,063 shares of the insurance provider’s stock worth $183,347,000 after acquiring an additional 641,462 shares in the last quarter. Hedge funds and other institutional investors own 89.07% of the company’s stock.

More Arch Capital Group News

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

• Positive Sentiment: Quarterly earnings beat expectations: Arch reported third-quarter earnings of $2.67 per share, exceeding the $2.31 consensus estimate, while revenue of $4.66 billion also surpassed forecasts of $4.06 billion. The results support investor confidence in the insurer’s underwriting and investment performance, although EPS was below $2.77 in the prior-year quarter. Arch Capital Q3 2026 Earnings Call Transcript
• Positive Sentiment: Expanded reinsurance letter-of-credit facility: Arch Reinsurance Ltd., a subsidiary of Arch Capital, expanded its reinsurance letter-of-credit facility. The additional financial flexibility can support underwriting capacity, collateral requirements and future growth. Arch Capital Expands Reinsurance Letter of Credit Facility
• Positive Sentiment: Supportive analyst action: Citigroup raised its price target to $125 from $122.50 and maintained a “buy” rating, implying further potential upside. Jefferies also lifted its target to $106 from $102, reinforcing the view that Arch’s operating performance remains solid. Citigroup Arch Capital Price Target Jefferies Arch Capital Price Target
• Neutral Sentiment: Board update: Arch announced a board-related change amid commentary highlighting its continued strong performance. The update does not appear to materially alter the company’s near-term fundamentals. Arch Capital Board Change
• Neutral Sentiment: Analyst sentiment remains mixed overall, while a Zacks article highlighted the potential usefulness of earnings-estimate tools rather than announcing a company-specific catalyst.

About Arch Capital Group

Arch Capital Group Ltd. is a Bermuda-based insurance, reinsurance and mortgage insurance company whose shares trade on the Nasdaq under the symbol ACGL. The company was established in 1995 and has developed into a global provider of specialty risk-management products and services.

Through its insurance operations, Arch offers property, casualty, specialty, and accident and health coverage to businesses and other policyholders. Its reinsurance operations provide coverage and risk-transfer solutions to insurance companies across a range of property and casualty lines.