Arch Capital Group (ACGL) Projected to Post Quarterly Earnings on Monday

Arch Capital Group (NASDAQ:ACGL) will likely be posting its Q4 2025 results after the market closes on Monday, February 9th. Analysts expect Arch Capital Group to post earnings of $2.34 per share and revenue of $3.9361 billion for the quarter. Investors are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Tuesday, February 10, 2026 at 10:00 AM ET.

Arch Capital Group Stock Up 0.3%

Shares of ACGL opened at $96.04 on Monday. The company has a debt-to-equity ratio of 0.13, a current ratio of 0.55 and a quick ratio of 0.55. The stock has a market capitalization of $34.83 billion, a price-to-earnings ratio of 8.98, a price-to-earnings-growth ratio of 2.02 and a beta of 0.42. Arch Capital Group has a 1 year low of $82.44 and a 1 year high of $97.60. The business’s 50 day simple moving average is $93.95 and its 200-day simple moving average is $91.19.

Wall Street Analysts Forecast Growth

ACGL has been the topic of a number of recent research reports. Morgan Stanley set a $125.00 price target on shares of Arch Capital Group in a research note on Friday, January 16th. Roth Mkm set a $110.00 price target on shares of Arch Capital Group and gave the company a “buy” rating in a report on Tuesday, December 2nd. Mizuho set a $95.00 price target on Arch Capital Group and gave the stock a “neutral” rating in a research report on Monday, December 15th. Cantor Fitzgerald reissued an “overweight” rating and set a $97.00 price objective (up from $93.00) on shares of Arch Capital Group in a research note on Wednesday, January 14th. Finally, The Goldman Sachs Group reaffirmed a “sell” rating and issued a $93.00 price objective (up from $84.00) on shares of Arch Capital Group in a research note on Wednesday, January 7th. Eight equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $107.53.

Insider Activity at Arch Capital Group

In related news, CFO Francois Morin sold 8,000 shares of the business’s stock in a transaction on Friday, November 28th. The stock was sold at an average price of $94.62, for a total transaction of $756,960.00. Following the completion of the transaction, the chief financial officer owned 266,681 shares in the company, valued at $25,233,356.22. The trade was a 2.91% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider John M. Pasquesi sold 203,866 shares of the company’s stock in a transaction on 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 in the company, valued at $32,992,328.40. This trade represents a 36.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 220,666 shares of company stock valued at $20,728,673 in the last 90 days. Company insiders own 4.10% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in ACGL. WealthCollab LLC increased its stake in Arch Capital Group by 410.3% in the 3rd quarter. WealthCollab LLC now owns 296 shares of the insurance provider’s stock worth $27,000 after buying an additional 238 shares during the period. JPL Wealth Management LLC purchased a new stake in Arch Capital Group in the 3rd quarter valued at about $28,000. Johnson Financial Group Inc. grew its stake in Arch Capital Group by 448.4% in the 3rd quarter. Johnson Financial Group Inc. now owns 510 shares of the insurance provider’s stock worth $46,000 after acquiring an additional 417 shares in the last quarter. Geneos Wealth Management Inc. increased its position in shares of Arch Capital Group by 157.9% during the first quarter. Geneos Wealth Management Inc. now owns 673 shares of the insurance provider’s stock worth $65,000 after acquiring an additional 412 shares during the period. Finally, Caitong International Asset Management Co. Ltd raised its stake in shares of Arch Capital Group by 104.5% during the third quarter. Caitong International Asset Management Co. Ltd now owns 871 shares of the insurance provider’s stock valued at $79,000 after acquiring an additional 445 shares in the last quarter. 89.07% of the stock is currently owned by institutional investors.

About Arch Capital Group

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.