Zacks Research Issues Pessimistic Estimate for ACGL Earnings

Arch Capital Group Ltd. (NASDAQ:ACGL) – Research analysts at Zacks Research cut their Q3 2025 earnings per share (EPS) estimates for shares of Arch Capital Group in a research note issued on Wednesday, November 13th. Zacks Research analyst T. De now forecasts that the insurance provider will earn $1.75 per share for the quarter, down from their prior forecast of $1.81. The consensus estimate for Arch Capital Group’s current full-year earnings is $9.02 per share. Zacks Research also issued estimates for Arch Capital Group’s Q4 2025 earnings at $2.54 EPS and Q3 2026 earnings at $2.10 EPS.

A number of other brokerages have also weighed in on ACGL. Wells Fargo & Company decreased their target price on Arch Capital Group from $126.00 to $118.00 and set an “overweight” rating on the stock in a research note on Monday, November 4th. JPMorgan Chase & Co. lifted their price objective on shares of Arch Capital Group from $108.00 to $110.00 and gave the stock a “neutral” rating in a report on Thursday, October 10th. Jefferies Financial Group increased their target price on Arch Capital Group from $114.00 to $134.00 and gave the company a “buy” rating in a research note on Wednesday, October 9th. Evercore ISI lifted their price target on Arch Capital Group from $104.00 to $107.00 and gave the stock an “in-line” rating in a research note on Wednesday, October 9th. Finally, TD Cowen increased their price objective on Arch Capital Group from $116.00 to $138.00 and gave the company a “buy” rating in a research report on Friday, September 20th. Six investment analysts have rated the stock with a hold rating and eleven have issued a buy rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $118.88.

Arch Capital Group Stock Down 1.1 %

Shares of NASDAQ:ACGL opened at $100.05 on Friday. The firm has a fifty day moving average price of $108.21 and a two-hundred day moving average price of $103.17. The company has a market cap of $37.64 billion, a price-to-earnings ratio of 6.71, a PEG ratio of 1.46 and a beta of 0.61. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.58 and a quick ratio of 0.58. Arch Capital Group has a one year low of $72.85 and a one year high of $116.47.

Arch Capital Group (NASDAQ:ACGL) last announced its quarterly earnings results on Wednesday, October 30th. The insurance provider reported $1.99 earnings per share for the quarter, beating the consensus estimate of $1.94 by $0.05. Arch Capital Group had a return on equity of 18.94% and a net margin of 33.86%. The firm had revenue of $4.72 billion for the quarter, compared to analysts’ expectations of $4.05 billion. During the same period in the prior year, the business posted $2.31 earnings per share.

Arch Capital Group Dividend Announcement

The business also recently disclosed a special dividend, which will be paid on Wednesday, December 4th. Shareholders of record on Monday, November 18th will be given a dividend of $5.00 per share. The ex-dividend date of this dividend is Monday, November 18th.

Hedge Funds Weigh In On Arch Capital Group

Institutional investors have recently bought and sold shares of the stock. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of Arch Capital Group by 245.1% in the 3rd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 3,053,739 shares of the insurance provider’s stock worth $341,652,000 after acquiring an additional 2,168,897 shares in the last quarter. Capital International Investors increased its stake in shares of Arch Capital Group by 61.1% during the first quarter. Capital International Investors now owns 4,112,577 shares of the insurance provider’s stock valued at $380,167,000 after purchasing an additional 1,560,173 shares in the last quarter. Erste Asset Management GmbH purchased a new position in Arch Capital Group during the third quarter valued at $82,748,000. National Pension Service purchased a new stake in shares of Arch Capital Group during the third quarter valued at approximately $64,271,000. Finally, International Assets Investment Management LLC increased its position in shares of Arch Capital Group by 18,634.1% during the third quarter. International Assets Investment Management LLC now owns 551,345 shares of the insurance provider’s stock valued at $616,840,000 after acquiring an additional 548,402 shares in the last quarter. 89.07% of the stock is owned by institutional investors.

About Arch Capital Group

Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products worldwide. The company's Insurance segment offers primary and excess casualty coverages; loss sensitive primary casualty insurance programs; directors' and officers' liability, errors and omissions liability, employment practices and fiduciary liability, crime, professional indemnity, and other financial related coverages; medical professional and general liability insurance coverages; and workers' compensation and umbrella liability, as well as commercial automobile and inland marine products.