Arch Capital
ACGL
Market cap $35.5B

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

Financials Diversified Insurance

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]

See Fund Rankings

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

5 positive

71%

2 neutral

29%

0 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

See Analyst Rankings

Financial journalist opinion

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

Zacks Investment Research

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

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

Baron Focused Growth Fund Q1 2025 Top Contributors And Detractors

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Baron Focused Growth Fund Q1 2025 Top Contributors And Detractors

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

Zacks Investment Research

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

Zacks Investment Research

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

Zacks Investment Research

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

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

Zacks Investment Research

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

Zacks Investment Research

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?

See News Rankings

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