Cantor Fitzgerald Issues Positive Forecast for ACGL Earnings

Arch Capital Group Ltd. (NASDAQ:ACGL) – Equities research analysts at Cantor Fitzgerald increased their FY2025 EPS estimates for shares of Arch Capital Group in a research report issued to clients and investors on Thursday, October 9th. Cantor Fitzgerald analyst R. Tunis now expects that the insurance provider will post earnings of $8.89 per share for the year, up from their previous estimate of $8.29. Cantor Fitzgerald has a “Hold” rating on the stock. The consensus estimate for Arch Capital Group’s current full-year earnings is $8.42 per share. Cantor Fitzgerald also issued estimates for Arch Capital Group’s FY2026 earnings at $8.55 EPS.

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

Several other equities research analysts have also recently issued reports on the stock. Wolfe Research assumed coverage on shares of Arch Capital Group in a research report on Monday, September 15th. They issued a “peer perform” rating on the stock. UBS Group reissued a “buy” rating and issued a $118.00 target price (down from $124.00) on shares of Arch Capital Group in a research report on Monday, August 4th. Keefe, Bruyette & Woods raised their target price on shares of Arch Capital Group from $102.00 to $103.00 and gave the stock a “market perform” rating in a research report on Thursday, August 14th. Cowen reissued a “buy” rating on shares of Arch Capital Group in a research report on Monday, August 4th. Finally, Barclays set a $99.00 target price on shares of Arch Capital Group and gave the stock an “equal weight” rating in a research report on Wednesday. Eight investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, Arch Capital Group has a consensus rating of “Moderate Buy” and an average target price of $110.31.

Arch Capital Group Trading Up 0.3%

NASDAQ ACGL opened at $92.47 on Friday. The company has a market cap of $34.51 billion, a P/E ratio of 9.54, a P/E/G ratio of 5.50 and a beta of 0.47. Arch Capital Group has a 12 month low of $82.49 and a 12 month high of $115.06. The company has a debt-to-equity ratio of 0.16, a current ratio of 0.56 and a quick ratio of 0.56. The company has a 50-day moving average of $90.63 and a 200-day moving average of $91.11.

Insider Activity

In other news, insider Maamoun Rajeh sold 10,000 shares of the business’s stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $94.15, for a total transaction of $941,500.00. Following the completion of the sale, the insider owned 433,589 shares in the company, valued at approximately $40,822,404.35. The trade was a 2.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 4.20% of the company’s stock.

Hedge Funds Weigh In On Arch Capital Group

Institutional investors and hedge funds have recently bought and sold shares of the stock. Mirae Asset Global Investments Co. Ltd. boosted its holdings in Arch Capital Group by 14.1% in the 1st quarter. Mirae Asset Global Investments Co. Ltd. now owns 51,804 shares of the insurance provider’s stock worth $4,924,000 after acquiring an additional 6,406 shares during the period. DAVENPORT & Co LLC purchased a new position in Arch Capital Group in the 1st quarter worth approximately $251,000. D.A. Davidson & CO. boosted its holdings in Arch Capital Group by 10.9% in the 1st quarter. D.A. Davidson & CO. now owns 45,552 shares of the insurance provider’s stock worth $4,381,000 after acquiring an additional 4,460 shares during the period. Crossmark Global Holdings Inc. boosted its holdings in Arch Capital Group by 24.7% in the 1st quarter. Crossmark Global Holdings Inc. now owns 37,625 shares of the insurance provider’s stock worth $3,619,000 after acquiring an additional 7,448 shares during the period. Finally, World Investment Advisors boosted its holdings in Arch Capital Group by 114.1% in the 1st quarter. World Investment Advisors now owns 6,321 shares of the insurance provider’s stock worth $608,000 after acquiring an additional 3,369 shares during the period. Hedge funds and other institutional investors own 89.07% of the company’s stock.

Arch Capital Group Company Profile

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.