ACGL icon

Arch Capital

90.93 USD
-1.46
1.58%
Updated Apr 30, 3:54 PM EDT
1 day
-1.58%
5 days
-1.26%
1 month
-5.46%
3 months
-3.86%
6 months
-13.52%
Year to date
-0.49%
1 year
-2.79%
5 years
278.40%
10 years
349.48%
 

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 7,425 funds
0
Analysts bullish %
of 9 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

3.49% more ownership

Funds ownership: 87.19% [Q3] → 90.67% (+3.49%) [Q4]

9% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 296

3% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 107

2% less funds holding

Funds holding: 840 [Q3] → 827 (-13) [Q4]

14% less capital invested

Capital invested by funds: $36.6B [Q3] → $31.4B (-$5.15B) [Q4]

21% less call options, than puts

Call options by funds: $22.3M | Put options by funds: $28.3M

30% less funds holding in top 10

Funds holding in top 10: 23 [Q3] → 16 (-7) [Q4]

Research analyst outlook

9 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

9 analyst ratings

positive
78%
neutral
22%
negative
0%
JMP Securities
Matthew Carletti
64% 1-year accuracy
38 / 59 met price target
37%upside
$125
Market Outperform
Reiterated
30 Apr 2025
Barclays
Alex Scott
45% 1-year accuracy
43 / 95 met price target
2%upside
$93
Equal-Weight
Maintained
11 Apr 2025
Jefferies
Yaron Kinar
58% 1-year accuracy
11 / 19 met price target
17%upside
$106
Buy
Maintained
11 Apr 2025
UBS
Brian Meredith
72% 1-year accuracy
26 / 36 met price target
36%upside
$124
Buy
Maintained
9 Apr 2025
JP Morgan
Jimmy Bhullar
53% 1-year accuracy
19 / 36 met price target
18%upside
$107
Neutral
Maintained
8 Apr 2025

Financial journalist opinion

Based on 14 articles about ACGL published over the past 30 days

Positive
Zacks Investment Research
4 hours 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
19 hours 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
21 hours 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
23 hours 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 days 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
6 days 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?
Neutral
Zacks Investment Research
6 days ago
Arch Capital Group (ACGL) Stock Drops Despite Market Gains: Important Facts to Note
The latest trading day saw Arch Capital Group (ACGL) settling at $92.51, representing a -0.47% change from its previous close.
Arch Capital Group (ACGL) Stock Drops Despite Market Gains: Important Facts to Note
Positive
Zacks Investment Research
1 week ago
Arch Capital Group (ACGL) Expected to Beat Earnings Estimates: Should You Buy?
Arch Capital (ACGL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Arch Capital Group (ACGL) Expected to Beat Earnings Estimates: Should You Buy?
Positive
Zacks Investment Research
2 weeks ago
Why Investors Need to Take Advantage of These 2 Finance Stocks Now
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Why Investors Need to Take Advantage of These 2 Finance Stocks Now
Positive
Zacks Investment Research
2 weeks ago
Will Arch Capital (ACGL) Beat Estimates Again in Its Next Earnings Report?
Arch Capital (ACGL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will Arch Capital (ACGL) Beat Estimates Again in Its Next Earnings Report?
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