What is Zacks Research’s Forecast for ACGL FY2026 Earnings?

Arch Capital Group Ltd. (NASDAQ:ACGL) – Research analysts at Zacks Research decreased their FY2026 earnings per share (EPS) estimates for shares of Arch Capital Group in a note issued to investors on Tuesday, September 16th. Zacks Research analyst Team now anticipates that the insurance provider will post earnings of $9.33 per share for the year, down from their prior forecast of $9.43. 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 $2.21 EPS and FY2027 earnings at $9.94 EPS.

A number of other equities research analysts also recently issued reports on the company. Wolfe Research assumed coverage on Arch Capital Group in a research note on Monday. They set a “peer perform” rating for the company. Jefferies Financial Group downgraded Arch Capital Group from a “buy” rating to a “hold” rating and cut their price objective for the company from $106.00 to $100.00 in a research note on Tuesday, June 10th. Wells Fargo & Company cut their price objective on Arch Capital Group from $110.00 to $107.00 and set an “overweight” rating for the company in a research note on Thursday, July 31st. Cantor Fitzgerald upgraded Arch Capital Group to a “hold” rating in a research note on Wednesday, August 13th. Finally, Cowen reiterated a “buy” rating on shares of Arch Capital Group in a research note on Monday, August 4th. Nine equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $111.27.

Arch Capital Group Trading Up 1.0%

Arch Capital Group stock opened at $88.19 on Thursday. The business has a 50-day simple moving average of $89.77 and a two-hundred day simple moving average of $91.27. The company has a market cap of $32.91 billion, a P/E ratio of 9.10, a P/E/G ratio of 5.35 and a beta of 0.51. Arch Capital Group has a 52-week low of $82.49 and a 52-week high of $116.47. The company has a quick ratio of 0.56, a current ratio of 0.56 and a debt-to-equity ratio of 0.16.

Arch Capital Group (NASDAQ:ACGL) last released its quarterly earnings results on Tuesday, July 29th. The insurance provider reported $2.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.30 by $0.28. The business had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.29 billion. Arch Capital Group had a return on equity of 15.33% and a net margin of 19.49%.During the same period in the previous year, the company posted $2.57 EPS.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the business. Harbour Investments Inc. lifted its holdings in Arch Capital Group by 8.4% in the 1st quarter. Harbour Investments Inc. now owns 1,431 shares of the insurance provider’s stock worth $138,000 after purchasing an additional 111 shares in the last quarter. TD Waterhouse Canada Inc. raised its holdings in shares of Arch Capital Group by 31.4% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 469 shares of the insurance provider’s stock worth $43,000 after acquiring an additional 112 shares in the last quarter. Crescent Grove Advisors LLC raised its holdings in shares of Arch Capital Group by 3.1% during the 2nd quarter. Crescent Grove Advisors LLC now owns 3,702 shares of the insurance provider’s stock worth $337,000 after acquiring an additional 112 shares in the last quarter. Resonant Capital Advisors LLC raised its holdings in shares of Arch Capital Group by 1.7% during the 1st quarter. Resonant Capital Advisors LLC now owns 6,672 shares of the insurance provider’s stock worth $642,000 after acquiring an additional 113 shares in the last quarter. Finally, Venturi Wealth Management LLC raised its holdings in shares of Arch Capital Group by 0.9% during the 1st quarter. Venturi Wealth Management LLC now owns 13,228 shares of the insurance provider’s stock worth $1,272,000 after acquiring an additional 115 shares in the last quarter. 89.07% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, insider Maamoun Rajeh sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $94.15, for a total value of $941,500.00. Following the transaction, the insider directly owned 433,589 shares of the company’s stock, valued at approximately $40,822,404.35. The trade was a 2.25% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 4.20% of the company’s stock.

About Arch Capital Group

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.