Q2 EPS Estimate for Arch Capital Group Boosted by Analyst

Arch Capital Group Ltd. (NASDAQ:ACGL) – Equities researchers at Zacks Research upped their Q2 2026 earnings per share estimates for Arch Capital Group in a note issued to investors on Monday, February 23rd. Zacks Research analyst Team now expects that the insurance provider will post earnings per share of $2.46 for the quarter, up from their prior forecast of $2.45. The consensus estimate for Arch Capital Group’s current full-year earnings is $8.42 per share. Zacks Research also issued estimates for Arch Capital Group’s Q4 2026 earnings at $2.56 EPS, FY2026 earnings at $9.36 EPS, Q1 2027 earnings at $2.56 EPS, FY2027 earnings at $10.10 EPS and FY2028 earnings at $11.07 EPS.

Arch Capital Group (NASDAQ:ACGL) last posted its quarterly earnings data on Monday, February 9th. The insurance provider reported $2.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.34 by $0.64. The firm had revenue of $4.93 billion during the quarter, compared to analysts’ expectations of $3.94 billion. Arch Capital Group had a return on equity of 16.73% and a net margin of 22.07%.During the same period in the prior year, the business earned $2.26 EPS.

Several other research firms also recently commented on ACGL. Barclays set a $104.00 price target on shares of Arch Capital Group and gave the stock an “equal weight” rating in a research note on Thursday, January 8th. Roth Mkm set a $110.00 target price on shares of Arch Capital Group and gave the company a “buy” rating in a report on Tuesday, December 2nd. Wells Fargo & Company lifted their target price on shares of Arch Capital Group from $106.00 to $109.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Evercore set a $100.00 price target on shares of Arch Capital Group and gave the company an “in-line” rating in a research report on Wednesday, January 7th. Finally, Morgan Stanley set a $125.00 price objective on Arch Capital Group in a report on Friday, January 16th. Nine equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $109.20.

Arch Capital Group Stock Performance

NASDAQ:ACGL opened at $100.15 on Thursday. The company has a market capitalization of $36.32 billion, a price-to-earnings ratio of 8.62, a PEG ratio of 4.00 and a beta of 0.42. The business has a 50 day moving average of $96.08 and a 200 day moving average of $92.63. The company has a debt-to-equity ratio of 0.13, a current ratio of 0.53 and a quick ratio of 0.55. Arch Capital Group has a 1-year low of $82.44 and a 1-year high of $103.39.

Insider Buying and Selling at Arch Capital Group

In related news, insider John M. Pasquesi sold 203,866 shares of the stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $93.90, for a total value of $19,143,017.40. Following the completion of the transaction, the insider directly owned 351,356 shares of the company’s stock, valued at $32,992,328.40. This represents a 36.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Maamoun Rajeh sold 47,430 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $96.12, for a total transaction of $4,558,971.60. Following the completion of the sale, the insider owned 433,589 shares of the company’s stock, valued at $41,676,574.68. This trade represents a 9.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 260,096 shares of company stock valued at $24,530,685 over the last 90 days. Company insiders own 4.20% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Elyxium Wealth LLC purchased a new stake in Arch Capital Group in the fourth quarter worth $27,000. WealthCollab LLC boosted its holdings in shares of Arch Capital Group by 410.3% during the 3rd quarter. WealthCollab LLC now owns 296 shares of the insurance provider’s stock valued at $27,000 after buying an additional 238 shares in the last quarter. JPL Wealth Management LLC bought a new stake in shares of Arch Capital Group during the 3rd quarter valued at $28,000. Aventura Private Wealth LLC purchased a new stake in shares of Arch Capital Group in the 4th quarter worth about $30,000. Finally, Grove Bank & Trust bought a new position in shares of Arch Capital Group in the 4th quarter worth about $30,000. Institutional investors own 89.07% of the company’s stock.

Key Stories Impacting Arch Capital Group

Here are the key news stories impacting Arch Capital Group this week:

• Positive Sentiment: Arch reported a solid quarterly result earlier this year (beat on EPS and revenue), giving investors confidence in earnings power and underwriting performance. (Background)
• Positive Sentiment: Arch’s board declared a dividend on a series of preferred shares, which supports income investors and signals capital allocation discipline. Article Title
• Positive Sentiment: Short interest has fallen materially from ~7.05M shares to about 5.59M shares (as of Feb 13), reducing potential downward pressure from short covering; short-interest ratio ~2.6 days. (Feb 13 short-interest data)
• Neutral Sentiment: Zacks and other market sites note increased investor attention on ACGL, which can boost volume and volatility but is not a directional catalyst on its own. Article Title
• Neutral Sentiment: Mentions of ACGL in investor letters/fund reports (e.g., Q4 fund commentary) are present but don’t point to a clear company-specific catalyst. Article Title
• Neutral Sentiment: There are conflicting/odd short‑interest data points in some feeds (entries showing 0 shares/NaN), so verify with the exchange’s official short‑interest release before drawing conclusions. (Data anomaly)
• Negative Sentiment: Zacks Research recently trimmed several near‑term and FY2026–FY2027 EPS estimates for ACGL (multiple quarter and year cuts), which could weigh on valuation and near‑term sentiment. Article Title

Arch Capital Group Company Profile

Arch Capital Group Ltd. (NASDAQ: ACGL) is a Bermuda-based insurance and reinsurance holding company that underwrites a broad range of property and casualty, mortgage, and specialty risk products. The company operates through a group of underwriting subsidiaries and platforms to provide insurance, reinsurance and related risk solutions tailored to commercial, institutional and individual clients.

Arch’s product mix includes treaty and facultative reinsurance, primary casualty and property insurance, mortgage insurance and other specialty lines.