Arch Capital Group Ltd. ACGL
Nov 5, 2026, 1:02 PM EST
- YTD
- +15.37%
- 1 year
- +26.40%
- Market cap
- 36.17B
- Revenue (ttm)
- 18.78B
- Profit margin
- 23.31%
- EPS (ttm)
- 12.23
- Shares out
- 326.40M
- P/E ratio
- 9.06
- Forward P/E
- 11.12
- YTD return
- +15.37%
- 1-year return
- +26.40%
- Volume
- 897.40K
- Avg volume
- 2.86M
- Open
- 112.38
- Previous close
- 110.68
- Day's range
- 110.53 – 113.63
- 52-week range
- 87.55 – 110.68
- Beta
- 0.19
- Analysts
- Buy
- Price target
- 112.84 (+2.0%)
- Earnings date
- Feb 8, 2027
5D +4.42 (+4.15%)
Key statistics
- Enterprise value
- 35.68B
- PEG ratio
- 1.05
- Price / sales
- 1.92
- Price / book
- 1.62
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- -8.90%
- Free cash flow
- 4.82B
- Total cash
- 4.46B
- Total debt
- 4.29B
- Return on equity
- 18.74%
- Short % of float
- 3.19%
- 50-day average
- 98.27
- 200-day average
- 96.97
Analyst view
Consensus: buy
- Target (low)
- 95.00
- Target (mean)
- 112.84
- Target (high)
- 140.00
- Strong buy2
- Buy7
- Hold10
- Sell1
- Strong sell0
Next earnings
Feb 8, 2027
Expected Feb 8, 2027. Consensus EPS estimate 2.53.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Feb 8, 2027 | Dec 30, 2026 | 2.54 | — | — | — |
| Oct 27, 2026 | Sep 30, 2026 | 2.31 | 2.67 | +0.36 | +15.58% |
| Jul 28, 2026 | Jun 30, 2026 | 2.47 | 2.56 | +0.09 | +3.64% |
| Apr 28, 2026 | Mar 31, 2026 | 2.48 | 2.50 | +0.02 | +0.81% |
| Feb 9, 2026 | Dec 31, 2025 | 2.59 | 2.98 | +0.39 | +15.06% |
| Oct 27, 2025 | Sep 30, 2025 | 2.26 | 2.77 | +0.51 | +22.57% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Nov 4, 2026 | Keefe, Bruyette & Woods | main | Market Perform | Market Perform |
| Nov 2, 2026 | UBS | main | Buy | Buy |
| Nov 2, 2026 | Wells Fargo | main | Overweight | Overweight |
| Nov 2, 2026 | Cantor Fitzgerald | main | Neutral | Neutral |
| Oct 29, 2026 | Citigroup | main | Buy | Buy |
| Oct 29, 2026 | Morgan Stanley | main | Equal-Weight | Equal-Weight |
About Arch Capital Group Ltd.
Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products in the United States, Canada, Bermuda, the United Kingdom, Europe, and Australia. The company operates through three segments: Insurance, Reinsurance, and Mortgage. The Insurance segment offers commercial automobile; commercial multiperil; financial and professional line liability; admitted, excess, and surplus casualty lines; property and short-tail specialty; workers compensation; and casualty insurance. Its Reinsurance segment provides reinsurance products for casualty; marine and aviation; property catastrophe; property excluding property catastrophe; and other specialty products. The Mortgage segment offers U.S. primary mortgage insurance business written predominantly on loans sold to the Federal National Mortgage Association and Federal Home Loan Mortgage Corporation; reinsurance and underwriting services related to the U.S. credit-risk transfer business and other U.S. mortgage reinsurance transactions; and international mortgage insurance and reinsurance business covering loans. It markets its products through a group of licensed independent retail and wholesale brokers. The company was formerly known as Risk Capital Holdings, Inc. Arch Capital Group Ltd. was founded in 1995 and is headquartered in Pembroke, Bermuda.
- Sector
- Financial Services
- Industry
- Insurance - Diversified
- Country
- Bermuda
- Website
- archgroup.com
News
Keefe, Bruyette & Woods Maintains Market Perform on Arch Capital Group, Raises Price Target to $106
Arch Capital Group Ltd. $ACGL Stock Holdings Lifted by International Assets Investment Management LLC UBS Maintains Buy on Arch Capital Group, Raises Price Target to $125
Wells Fargo Maintains Overweight on Arch Capital Group, Raises Price Target to $119
Cantor Fitzgerald Maintains Neutral on Arch Capital Group, Raises Price Target to $111
Arch Insurance North America Agrees To Acquire Premier Dealer Holding; Financial Terms Not Disclosed
Why Investors Need to Take Advantage of These 2 Finance Stocks Now Citigroup Maintains Buy on Arch Capital Group, Raises Price Target to $125
Morgan Stanley Maintains Equal-Weight on Arch Capital Group, Raises Price Target to $103
Arch Capital Group Ltd. (ACGL) Q3 2026 Earnings Call Transcript
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BUNCE JOHN L JR | Director | Stock Award(Grant) | May 4, 2026 | 1,563,070 |
| GANSBERG DAVID E | President | Sale | Mar 9, 2026 | 336,559 |
| MORIN FRANCOIS | Chief Financial Officer | Sale | Aug 17, 2026 | 299,055 |
| PAPADOPOULO NICOLAS | Chief Executive Officer | Sale | Mar 9, 2026 | 871,594 |
| PASQUESI JOHN MURRAY | Chairman of the Board | Stock Award(Grant) | May 4, 2026 | 0 |
| PETRILLO LOUIS T | Officer | Stock Award(Grant) | Mar 2, 2026 | 151,590 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 8.86% | 30,220,703 | 3.34B | Jun 29, 2026 |
| Vanguard Capital Management LLC | 6.51% | 22,221,428 | 2.46B | Jun 29, 2026 |
| Artisan Partners Limited Partnership | 6.33% | 21,595,895 | 2.39B | Jun 29, 2026 |
| State Street Corporation | 4.76% | 16,251,212 | 1.80B | Jun 29, 2026 |
| BAMCO Inc. | 4.65% | 15,872,450 | 1.76B | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.26% | 14,527,363 | 1.61B | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Artisan Partners Funds Inc.-Artisan International Value Fund | 4.79% | 16,354,588 | 1.81B | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.09% | 10,535,552 | 1.17B | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 2.64% | 9,013,241 | 997.50M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 2.11% | 7,192,147 | 795.95M | Jun 29, 2026 |
| BARON SELECT FUNDS-Baron Partners Fund | 1.90% | 6,492,000 | 718.47M | Jun 29, 2026 |
| BARON INVESTMENT Fd.S TRT -Baron Generational Growth Fd. | 1.39% | 4,730,474 | 523.52M | Jun 29, 2026 |
