Zacks Research Has Pessimistic View of ACGL Q3 Earnings

Arch Capital Group Ltd. (NASDAQ:ACGL) – Research analysts at Zacks Research decreased their Q3 2025 earnings per share (EPS) estimates for shares of Arch Capital Group in a report issued on Wednesday, November 13th. Zacks Research analyst T. De now expects that the insurance provider will post earnings of $1.75 per share for the quarter, down from their previous estimate 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 subject of a number of other research reports. StockNews.com cut Arch Capital Group from a “buy” rating to a “hold” rating in a research report on Thursday, October 24th. Citigroup upped their target price on Arch Capital Group from $105.00 to $114.00 and gave the stock a “neutral” rating in a research report on Tuesday, September 10th. Jefferies Financial Group upped their price target on Arch Capital Group from $114.00 to $134.00 and gave the stock a “buy” rating in a report on Wednesday, October 9th. Wells Fargo & Company cut their price target on Arch Capital Group from $126.00 to $118.00 and set an “overweight” rating for the company in a report on Monday, November 4th. Finally, BMO Capital Markets upped their price target on Arch Capital Group from $98.00 to $104.00 and gave the stock a “market perform” rating in a report on Wednesday, November 6th. Six equities research analysts have rated the stock with a hold rating and eleven have assigned a buy rating to the company’s stock. According to MarketBeat, Arch Capital Group presently has a consensus rating of “Moderate Buy” and a consensus 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 stock has a market capitalization of $38.31 billion, a P/E ratio of 6.83, a PEG ratio of 1.46 and a beta of 0.61. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.17. The stock has a 50 day moving average price of $108.03 and a two-hundred day moving average price of $103.31. Arch Capital Group has a 12-month low of $72.85 and a 12-month high of $116.47.

Arch Capital Group (NASDAQ:ACGL) last announced its quarterly earnings results 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 during the quarter, compared to analysts’ expectations of $4.05 billion. Arch Capital Group had a return on equity of 18.94% and a net margin of 33.86%. During the same quarter in the previous year, the business posted $2.31 EPS.

Arch Capital Group Announces Dividend

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

Institutional Trading of Arch Capital Group

A number of large investors have recently bought and sold shares of ACGL. Quantbot Technologies LP bought a new stake in Arch Capital Group in the third quarter valued at $25,000. UMB Bank n.a. bought a new stake in shares of Arch Capital Group during the second quarter worth $30,000. Baldwin Brothers LLC MA grew its holdings in shares of Arch Capital Group by 50.7% during the second quarter. Baldwin Brothers LLC MA now owns 309 shares of the insurance provider’s stock worth $31,000 after purchasing an additional 104 shares during the last quarter. Rothschild Investment LLC bought a new stake in shares of Arch Capital Group during the second quarter worth $35,000. Finally, LRI Investments LLC bought a new stake in shares of Arch Capital Group during the first quarter worth $38,000. 89.07% of the stock is currently owned by institutional investors.

Arch Capital Group Company Profile

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.