Cantor Fitzgerald Analysts Boost Earnings Estimates for ACGL

Arch Capital Group Ltd. (NASDAQ:ACGL) – Investment analysts at Cantor Fitzgerald increased their FY2025 earnings per share estimates for Arch Capital Group in a report released on Monday, November 3rd. Cantor Fitzgerald analyst R. Tunis now expects that the insurance provider will earn $9.23 per share for the year, up from their previous estimate of $8.89. Cantor Fitzgerald currently has a “Neutral” rating and a $98.00 target price 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 $9.10 EPS.

A number of other equities analysts have also recently issued reports on ACGL. UBS Group reissued a “buy” rating and set a $118.00 price objective (down previously from $124.00) on shares of Arch Capital Group in a research report on Monday, August 4th. JPMorgan Chase & Co. increased their price target on Arch Capital Group from $110.00 to $111.00 and gave the stock a “neutral” rating in a report on Tuesday, October 28th. The Goldman Sachs Group set a $88.00 price target on Arch Capital Group and gave the stock a “sell” rating in a report on Tuesday, October 14th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Arch Capital Group in a report on Wednesday, October 8th. Finally, Cowen reaffirmed a “buy” rating on shares of Arch Capital Group in a research report on Monday, August 4th. Eight analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $108.64.

Arch Capital Group Stock Performance

Shares of Arch Capital Group stock opened at $87.47 on Tuesday. The company has a current ratio of 0.55, a quick ratio of 0.56 and a debt-to-equity ratio of 0.13. The business has a 50-day moving average price of $89.58 and a two-hundred day moving average price of $90.49. Arch Capital Group has a 1-year low of $82.44 and a 1-year high of $103.17. The company has a market cap of $32.65 billion, a P/E ratio of 8.18, a PEG ratio of 3.24 and a beta of 0.47.

Arch Capital Group (NASDAQ:ACGL) last issued its quarterly earnings results on Monday, October 27th. The insurance provider reported $2.77 earnings per share for the quarter, topping analysts’ consensus estimates of $1.76 by $1.01. Arch Capital Group had a return on equity of 16.38% and a net margin of 20.96%.The firm had revenue of $3.96 billion during the quarter, compared to the consensus estimate of $4.39 billion. During the same period last year, the business posted $1.99 EPS.

Insider Activity

In other news, insider Maamoun Rajeh sold 10,000 shares of the firm’s stock in a transaction on 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 directly owned 433,589 shares of the company’s stock, valued at $40,822,404.35. This trade represents a 2.25% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 4.20% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Arch Capital Group

Several institutional investors have recently added to or reduced their stakes in ACGL. DAVENPORT & Co LLC bought a new position in Arch Capital Group during the first quarter valued at about $251,000. Wayfinding Financial LLC purchased a new stake in Arch Capital Group during the first quarter valued at about $31,000. World Investment Advisors grew its stake 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 valued at $608,000 after buying an additional 3,369 shares in the last quarter. Capital Advisors Inc. OK boosted its holdings in shares of Arch Capital Group by 24.0% in the first quarter. Capital Advisors Inc. OK now owns 3,327 shares of the insurance provider’s stock worth $320,000 after acquiring an additional 643 shares during the period. Finally, Crossmark Global Holdings Inc. boosted its holdings in shares of Arch Capital Group by 24.7% in the first 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. 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.