ACGL stock icon

Arch Capital
ACGL

$96.91
2.59%

Market Cap: 36.4B

 

About: Arch Capital Group Ltd is a Bermuda company which writes insurance and reinsurance with operations in Bermuda, the United States, Canada, Europe, Australia and United Kingdom. The business operates through three underwriting segments: insurance, reinsurance, and mortgage two operating segments: corporate and other. The insurance segment provides specialty risk solutions to client across a variety of industries. The reinsurance segment provides reinsurance services which cover property catastrophe, property, liability, marine, aviation and space, trade credit and surety, agriculture, accident, life and health, and political risk. The mortgage business provides risk management and risk financing products to the mortgage insurance sectors through platforms in the U.S., Europe and Bermuda.

Employees: 5,800

0
Funds holding %
of 6,702 funds
0
Analysts bullish %
of 21 analysts
0
News positive %
of 12 articles

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

145% more call options, than puts

Call options by funds: $22.3M | Put options by funds: $9.09M

36% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 77

28% more funds holding in top 10

Funds holding in top 10: 18 [Q4 2023] → 23 (+5) [Q1 2024]

23% more capital invested

Capital invested by funds: $24.3B [Q4 2023] → $29.9B (+$5.61B) [Q1 2024]

14% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 275

4% more funds holding

Funds holding: 752 [Q4 2023] → 780 (+28) [Q1 2024]

2.73% less ownership

Funds ownership: 89.36% [Q4 2023] → 86.63% (-2.73%) [Q1 2024]

Research analyst outlook

21 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target
$88
9%
downside
Avg. target
$105
8%
upside
High target
$120
24%
upside

21 analyst ratings

15 positive
71%
neutral
29%
negative
0%
B of A Securities
Jay Cohen
22%upside
$118
Buy
Maintained
11 Jul 2024
JP Morgan
Jimmy Bhullar
9%upside
$106
Neutral
Maintained
11 Jul 2024
Deutsche Bank
Cave Montazeri
24%upside
$120
Buy
Maintained
1 Jul 2024
B of A Securities
Jay Cohen
23%upside
$119
Buy
Maintained
4 Jun 2024
Wells Fargo
Elyse Greenspan
14%upside
$110
Overweight
Maintained
1 May 2024

Financial journalist opinion

Based on 12 articles about ACGL published over the past 30 days