Research Analysts Set Expectations for ACGL Q3 Earnings

Arch Capital Group Ltd. (NASDAQ:ACGL) – Research analysts at Zacks Research reduced their Q3 2025 earnings estimates for Arch Capital Group in a research note issued to investors on Wednesday, November 13th. Zacks Research analyst T. De now forecasts that the insurance provider will earn $1.75 per share for the quarter, down from their previous forecast of $1.81. The consensus estimate for Arch Capital Group’s current full-year earnings is $9.02 per share. Zacks Research also issued estimates for Arch Capital Group’s Q4 2025 earnings at $2.54 EPS and Q3 2026 earnings at $2.10 EPS.

ACGL has been the topic of a number of other reports. Wells Fargo & Company lowered their price objective on shares of Arch Capital Group from $126.00 to $118.00 and set an “overweight” rating on the stock in a report on Monday, November 4th. StockNews.com lowered shares of Arch Capital Group from a “buy” rating to a “hold” rating in a research note on Thursday, October 24th. Roth Mkm increased their price objective on shares of Arch Capital Group from $110.00 to $125.00 and gave the stock a “buy” rating in a research note on Friday, August 23rd. Citigroup lifted their target price on Arch Capital Group from $105.00 to $114.00 and gave the company a “neutral” rating in a research report on Tuesday, September 10th. Finally, Evercore ISI increased their price target on Arch Capital Group from $104.00 to $107.00 and gave the company an “in-line” rating in a research report on Wednesday, October 9th. Six investment analysts have rated the stock with a hold rating and eleven have issued a buy rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $118.94.

Arch Capital Group Stock Up 1.8 %

Shares of Arch Capital Group stock opened at $101.83 on Friday. The firm has a market cap of $38.31 billion, a PE ratio of 6.83, a P/E/G ratio of 1.46 and a beta of 0.61. The business’s 50 day simple moving average is $108.03 and its 200 day simple moving average is $103.24. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.58 and a current ratio of 0.58. Arch Capital Group has a 52-week low of $72.85 and a 52-week high of $116.47.

Arch Capital Group (NASDAQ:ACGL) last posted its quarterly earnings data on Wednesday, October 30th. The insurance provider reported $1.99 EPS for the quarter, beating the consensus estimate of $1.94 by $0.05. The business had revenue of $4.72 billion for the quarter, compared to analysts’ expectations of $4.05 billion. Arch Capital Group had a net margin of 33.86% and a return on equity of 18.94%. During the same period in the previous year, the firm posted $2.31 EPS.

Arch Capital Group Dividend Announcement

The business also recently disclosed a special dividend, which will be paid on Wednesday, December 4th. Stockholders of record on Monday, November 18th will be given a $5.00 dividend. The ex-dividend date is Monday, November 18th.

Institutional Trading of Arch Capital Group

Hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. raised its holdings in Arch Capital Group by 0.3% in the 1st quarter. Vanguard Group Inc. now owns 40,858,890 shares of the insurance provider’s stock valued at $3,776,996,000 after acquiring an additional 104,008 shares during the period. State Street Corp increased its stake in shares of Arch Capital Group by 1.1% during the third quarter. State Street Corp now owns 16,587,446 shares of the insurance provider’s stock worth $1,855,803,000 after purchasing an additional 172,628 shares during the period. Principal Financial Group Inc. lifted its holdings in Arch Capital Group by 4.8% during the 3rd quarter. Principal Financial Group Inc. now owns 7,438,738 shares of the insurance provider’s stock worth $832,246,000 after purchasing an additional 337,786 shares during the last quarter. Allspring Global Investments Holdings LLC boosted its stake in Arch Capital Group by 1.0% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 5,124,251 shares of the insurance provider’s stock valued at $573,301,000 after purchasing an additional 49,426 shares during the period. Finally, Capital International Investors grew its holdings in Arch Capital Group by 61.1% in the 1st quarter. Capital International Investors now owns 4,112,577 shares of the insurance provider’s stock valued at $380,167,000 after buying an additional 1,560,173 shares in the last quarter. Institutional investors and hedge funds own 89.07% of the company’s stock.

About Arch Capital Group

Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products worldwide. The company's Insurance segment offers primary and excess casualty coverages; loss sensitive primary casualty insurance programs; directors' and officers' liability, errors and omissions liability, employment practices and fiduciary liability, crime, professional indemnity, and other financial related coverages; medical professional and general liability insurance coverages; and workers' compensation and umbrella liability, as well as commercial automobile and inland marine products.