American Century Companies Inc. Purchases 7,251 Shares of Arch Capital Group Ltd. $ACGL

American Century Companies Inc. raised its position in Arch Capital Group Ltd. (NASDAQ:ACGL) by 1.0% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 707,880 shares of the insurance provider’s stock after purchasing an additional 7,251 shares during the period. American Century Companies Inc.’s holdings in Arch Capital Group were worth $64,226,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Cornerstone Planning Group LLC raised its position in Arch Capital Group by 426.0% in the 3rd quarter. Cornerstone Planning Group LLC now owns 384 shares of the insurance provider’s stock valued at $33,000 after buying an additional 311 shares during the last quarter. Quent Capital LLC acquired a new position in Arch Capital Group during the 3rd quarter worth approximately $37,000. Richardson Financial Services Inc. grew its stake in shares of Arch Capital Group by 63.3% during the 3rd quarter. Richardson Financial Services Inc. now owns 418 shares of the insurance provider’s stock worth $38,000 after acquiring an additional 162 shares in the last quarter. TD Waterhouse Canada Inc. raised its holdings in shares of Arch Capital Group by 31.4% in the second quarter. TD Waterhouse Canada Inc. now owns 469 shares of the insurance provider’s stock valued at $43,000 after purchasing an additional 112 shares during the last quarter. Finally, Root Financial Partners LLC bought a new stake in shares of Arch Capital Group in the third quarter worth $54,000. 89.07% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Arch Capital Group

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

• Positive Sentiment: Company reported record 2025 operating income and strong return on equity, reinforcing the quality of earnings and capital generation — this supports the stock’s longer‑term fundamentals. Article Title
• Positive Sentiment: Fund commentary (Baron Growth Fund) cited ACGL’s strong earnings and active capital management as contributors, which helps explain recent upward pressure into earnings and buyback/capital return themes. Article Title
• Neutral Sentiment: Short‑interest reports flagged a “large increase” in short interest but the published figures show 0 shares / NaN changes and a 0.0 days‑to‑cover — this appears to be a data anomaly and is unlikely to be a meaningful driver by itself.
• Negative Sentiment: Zacks Research trimmed several near‑term and medium‑term EPS estimates (small reductions to Q4/Q1 and FY2026–FY2027 forecasts). Even modest cuts can pressure the stock after a prior strong earnings print because they reduce forward growth expectations.

Insider Activity at Arch Capital Group

In related news, insider John M. Pasquesi sold 203,866 shares of the stock in a transaction on Friday, December 12th. The stock was sold at an average price of $93.90, for a total value of $19,143,017.40. Following the transaction, the insider directly owned 351,356 shares in the company, valued at $32,992,328.40. This trade represents a 36.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Maamoun Rajeh sold 47,430 shares of the company’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 in the company, valued at $41,676,574.68. This represents a 9.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 260,096 shares of company stock valued at $24,530,685. Corporate insiders own 4.20% of the company’s stock.

Arch Capital Group Price Performance

Shares of Arch Capital Group stock opened at $98.42 on Thursday. The company has a 50-day simple moving average of $96.26 and a two-hundred day simple moving average of $92.86. Arch Capital Group Ltd. has a twelve month low of $82.44 and a twelve month high of $103.39. The stock has a market capitalization of $35.02 billion, a price-to-earnings ratio of 8.47, a price-to-earnings-growth ratio of 4.04 and a beta of 0.40. The company has a quick ratio of 0.53, a current ratio of 0.53 and a debt-to-equity ratio of 0.13.

Arch Capital Group (NASDAQ:ACGL) last released its quarterly earnings results on Monday, February 9th. The insurance provider reported $2.98 earnings per share for the quarter, beating analysts’ consensus estimates of $2.34 by $0.64. Arch Capital Group had a net margin of 22.07% and a return on equity of 16.73%. The company had revenue of $4.93 billion during the quarter, compared to the consensus estimate of $3.94 billion. During the same period in the previous year, the business earned $2.26 earnings per share. Analysts forecast that Arch Capital Group Ltd. will post 8.42 EPS for the current year.

Analysts Set New Price Targets

ACGL has been the subject of a number of analyst reports. Roth Mkm set a $110.00 target price on shares of Arch Capital Group and gave the company a “buy” rating in a research report on Tuesday, December 2nd. Weiss Ratings upgraded shares of Arch Capital Group from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 4th. Citigroup reaffirmed a “buy” rating and issued a $120.00 target price (up from $113.00) on shares of Arch Capital Group in a research report on Friday, February 13th. Barclays set a $104.00 target price on Arch Capital Group and gave the stock an “equal weight” rating in a report on Thursday, January 8th. Finally, The Goldman Sachs Group restated a “sell” rating and issued a $93.00 price target (up from $84.00) on shares of Arch Capital Group in a research note on Wednesday, January 7th. Nine analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Arch Capital Group has an average rating of “Hold” and an average target price of $109.20.

Arch Capital Group 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.