ACGL icon

Arch Capital

94.59 USD
+1.05
1.12%
At close May 16, 4:00 PM EDT
After hours
94.59
+0.00
0.00%
1 day
1.12%
5 days
-1.14%
1 month
2.39%
3 months
7.09%
6 months
-2.46%
Year to date
3.51%
1 year
-4.28%
5 years
288.30%
10 years
341.80%
 

About: Arch Capital Group Ltd is a Bermuda company that writes insurance and reinsurance with operations in the United States, Canada, Europe, Australia, and the United Kingdom. The business operates through three underwriting segments: insurance, reinsurance, and mortgage. The insurance segment provides specialty risk solutions to clients across various 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 7,457 funds
0
Analysts bullish %
of 7 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

120% more call options, than puts

Call options by funds: $26M | Put options by funds: $11.8M

28% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 81

19% more funds holding in top 10

Funds holding in top 10: 16 [Q4 2024] → 19 (+3) [Q1 2025]

3% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 303

0% less funds holding

Funds holding: 828 [Q4 2024] → 824 (-4) [Q1 2025]

1% less capital invested

Capital invested by funds: $31.4B [Q4 2024] → $31.1B (-$350M) [Q1 2025]

4.42% less ownership

Funds ownership: 90.51% [Q4 2024] → 86.09% (-4.42%) [Q1 2025]

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$93
2%
downside
Avg. target
$111
17%
upside
High target
$125
32%
upside

7 analyst ratings

positive
71%
neutral
29%
negative
0%
Keefe, Bruyette & Woods
Meyer Shields
71% 1-year accuracy
84 / 118 met price target
19%upside
$113
Outperform
Maintained
6 May 2025
Wells Fargo
Elyse Greenspan
66% 1-year accuracy
74 / 112 met price target
14%upside
$108
Overweight
Maintained
1 May 2025
JMP Securities
Matthew Carletti
64% 1-year accuracy
38 / 59 met price target
32%upside
$125
Market Outperform
Reiterated
30 Apr 2025
Barclays
Alex Scott
55% 1-year accuracy
56 / 101 met price target
2%downside
$93
Equal-Weight
Maintained
11 Apr 2025
Jefferies
Yaron Kinar
78% 1-year accuracy
14 / 18 met price target
12%upside
$106
Buy
Maintained
11 Apr 2025

Financial journalist opinion

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

Positive
Zacks Investment Research
1 week ago
Investors Heavily Search Arch Capital Group Ltd. (ACGL): Here is What You Need to Know
Arch Capital (ACGL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Investors Heavily Search Arch Capital Group Ltd. (ACGL): Here is What You Need to Know
Positive
Seeking Alpha
1 week ago
Stock Picks From Seeking Alpha's April 2025 New Analysts
In April, Seeking Alpha welcomed 20 new analysts. This article introduces them and showcases some of their top picks. Top picks include Palantir, Arch Capital Group, and Utah Medical Products, emphasizing an under-recognized growth driver, discounted valuation, and a substantial margin of safety. Analysts also highlighted Sell recommendations on Estée Lauder and Intuitive Surgical, citing deteriorating consumer sentiment and little price upside.
Stock Picks From Seeking Alpha's April 2025 New Analysts
Positive
Seeking Alpha
2 weeks ago
Baron Focused Growth Fund Q1 2025 Top Contributors And Detractors
xAI Holdings' leading AI model Grok 3 outperformed competitors, bolstered by the Colossus data center and Twitter acquisition, enhancing data integration and corporate alignment. Spotify delivered strong performance driven by margin improvements, user growth, and product innovation, positioning it as a long-term winner in music streaming. Guidewire Software is poised to capture significant market share in the P&C insurance software industry.
Baron Focused Growth Fund Q1 2025 Top Contributors And Detractors
Neutral
Seeking Alpha
2 weeks ago
Arch Capital Group Ltd. (ACGL) Q1 2025 Earnings Call Transcript
Arch Capital Group Ltd. (NASDAQ:ACGL ) Q1 2025 Earnings Conference Call April 30, 2025 9:00 AM ET Company Participants Nicolas Papadopoulo - Chief Executive Officer François Morin - Chief Financial Officer & Treasurer Conference Call Participants Michael Zaremski - BMO Capital Markets Cave Montazeri - Deutsche Bank Elyse Greenspan - Wells Fargo Andrew Kligerman - TD Cowen David Motemaden - Evercore ISI Alex Scott - Barclays Wes Carmichael - Autonomous Research Josh Shanker - Bank of America Andrew Andersen - Jefferies Meyer Shields - Keefe, Bruyette & Woods Operator Good day, ladies and gentlemen and welcome to the First Quarter 2025 Arch Capital Earnings Conference Call.
Arch Capital Group Ltd. (ACGL) Q1 2025 Earnings Call Transcript
Positive
Zacks Investment Research
2 weeks ago
Arch Capital Q1 Earnings Surpass Estimates, Premiums Increase Y/Y
ACGL's Q1 results reflect higher premiums across its segments and improved net investment income, offset by poor underwriting income.
Arch Capital Q1 Earnings Surpass Estimates, Premiums Increase Y/Y
Neutral
Zacks Investment Research
2 weeks ago
Compared to Estimates, Arch Capital (ACGL) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Arch Capital (ACGL) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Compared to Estimates, Arch Capital (ACGL) Q1 Earnings: A Look at Key Metrics
Positive
Zacks Investment Research
2 weeks ago
Arch Capital Group (ACGL) Q1 Earnings Surpass Estimates
Arch Capital Group (ACGL) came out with quarterly earnings of $1.54 per share, beating the Zacks Consensus Estimate of $1.37 per share. This compares to earnings of $2.45 per share a year ago.
Arch Capital Group (ACGL) Q1 Earnings Surpass Estimates
Neutral
Business Wire
2 weeks ago
Arch Capital Group Ltd. Reports 2025 First Quarter Results
PEMBROKE, Bermuda--(BUSINESS WIRE)--Arch Capital Group Ltd. (NASDAQ: ACGL; “Arch,” “our” or “the Company”) announces its 2025 first quarter results. The results included: Net income available to Arch common shareholders of $564 million, or $1.48 per share, representing an 11.1% annualized net income return on average common equity, compared to net income available to Arch common shareholders of $1.1 billion, or $2.92 per share, for the 2024 first quarter. After-tax operating income available to.
Arch Capital Group Ltd. Reports 2025 First Quarter Results
Positive
Zacks Investment Research
2 weeks ago
Curious about Arch Capital (ACGL) Q1 Performance? Explore Wall Street Estimates for Key Metrics
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Arch Capital (ACGL), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2025.
Curious about Arch Capital (ACGL) Q1 Performance? Explore Wall Street Estimates for Key Metrics
Positive
Zacks Investment Research
3 weeks ago
Is a Beat in the Cards for Arch Capital This Earnings Season?
ACGL's Q1 results are likely to reflect new business opportunities, growth in the invested asset base, rate increases and an increase in property and short-tail specialty.
Is a Beat in the Cards for Arch Capital This Earnings Season?
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