ACGL icon

Arch Capital

90.99 USD
-0.92
1.00%
At close Jun 13, 4:00 PM EDT
After hours
90.89
-0.10
0.11%
1 day
-1.00%
5 days
-4.59%
1 month
-2.60%
3 months
0.64%
6 months
-2.60%
Year to date
-0.43%
1 year
-8.23%
5 years
194.18%
10 years
316.81%
 

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 7,296 funds
0
Analysts bullish %
of 8 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: 105 | Existing positions closed: 82

19% more funds holding in top 10

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

2% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 307

0% more funds holding

Funds holding: 830 [Q4 2024] → 833 (+3) [Q1 2025]

0% more capital invested

Capital invested by funds: $31.5B [Q4 2024] → $31.5B (+$51.3M) [Q1 2025]

3.31% less ownership

Funds ownership: 90.62% [Q4 2024] → 87.3% (-3.31%) [Q1 2025]

Research analyst outlook

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

Low target
$93
2%
upside
Avg. target
$110
21%
upside
High target
$125
37%
upside

8 analyst ratings

positive
63%
neutral
38%
negative
0%
Jefferies
Yaron Kinar
10%upside
$100
Hold
Downgraded
10 Jun 2025
Morgan Stanley
Michael Phillips
21%upside
$110
Overweight
Maintained
19 May 2025
Keefe, Bruyette & Woods
Meyer Shields
24%upside
$113
Outperform
Maintained
6 May 2025
Wells Fargo
Elyse Greenspan
19%upside
$108
Overweight
Maintained
1 May 2025
JMP Securities
Matthew Carletti
37%upside
$125
Market Outperform
Reiterated
30 Apr 2025

Financial journalist opinion

Based on 5 articles about ACGL published over the past 30 days

Negative
Zacks Investment Research
4 days ago
Arch Capital Group (ACGL) Stock Falls Amid Market Uptick: What Investors Need to Know
In the latest trading session, Arch Capital Group (ACGL) closed at $89.78, marking a -2.78% move from the previous day.
Arch Capital Group (ACGL) Stock Falls Amid Market Uptick: What Investors Need to Know
Neutral
Zacks Investment Research
1 week ago
Arch Capital Group (ACGL) Stock Declines While Market Improves: Some Information for Investors
In the closing of the recent trading day, Arch Capital Group (ACGL) stood at $94.75, denoting a -1.12% change from the preceding trading day.
Arch Capital Group (ACGL) Stock Declines While Market Improves: Some Information for Investors
Positive
Zacks Investment Research
2 weeks ago
Arch Capital (ACGL) Up 2.5% Since Last Earnings Report: Can It Continue?
Arch Capital (ACGL) reported earnings 30 days ago. What's next for the stock?
Arch Capital (ACGL) Up 2.5% Since Last Earnings Report: Can It Continue?
Neutral
Zacks Investment Research
2 weeks ago
AXS vs. ACGL: Which P&C Insurance Stock Should You Hold Now?
Let's see how AXS and ACGL fare in terms of some of the key metrics.
AXS vs. ACGL: Which P&C Insurance Stock Should You Hold Now?
Positive
Zacks Investment Research
3 weeks ago
Arch Capital Trades Above 50-Day SMA: Time to Hold ACGL Stock?
ACGL is poised to gain from new business opportunities, increased exposures, a better renewal rate environment and effective capital deployment.
Arch Capital Trades Above 50-Day SMA: Time to Hold ACGL Stock?
Positive
Zacks Investment Research
1 month 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 month 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
1 month 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
1 month 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
1 month 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
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