Maamoun Rajeh Sells 47,430 Shares of Arch Capital Group (NASDAQ:ACGL) Stock

Arch Capital Group Ltd. (NASDAQ:ACGL) insider Maamoun Rajeh sold 47,430 shares of Arch Capital Group stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $96.12, for a total value of $4,558,971.60. Following the transaction, the insider owned 433,589 shares in the company, valued at approximately $41,676,574.68. This represents a 9.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website.

Arch Capital Group Trading Down 1.5%

NASDAQ ACGL opened at $98.38 on Friday. Arch Capital Group Ltd. has a one year low of $82.44 and a one year high of $103.39. The company has a debt-to-equity ratio of 0.13, a current ratio of 0.53 and a quick ratio of 0.55. The firm has a market cap of $35.68 billion, a P/E ratio of 8.47, a P/E/G ratio of 3.94 and a beta of 0.42. The stock’s 50-day moving average is $95.13 and its 200-day moving average is $91.92.

Arch Capital Group (NASDAQ:ACGL) last posted its earnings results on Monday, February 9th. The insurance provider reported $2.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.34 by $0.64. Arch Capital Group had a return on equity of 16.73% and a net margin of 22.07%.The business had revenue of $3.80 billion during the quarter, compared to analysts’ expectations of $3.94 billion. During the same period in the prior year, the business earned $2.26 EPS. Sell-side analysts anticipate that Arch Capital Group Ltd. will post 8.42 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the company. 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. Wells Fargo & Company increased their price objective on Arch Capital Group from $106.00 to $109.00 and gave the stock an “overweight” rating in a report on Wednesday. Mizuho boosted their target price on Arch Capital Group from $95.00 to $102.00 and gave the company a “neutral” rating in a research note on Thursday. JPMorgan Chase & Co. upped their price target on Arch Capital Group from $111.00 to $117.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 7th. Finally, Evercore set a $100.00 price objective on shares of Arch Capital Group and gave the company an “in-line” rating in a report on Wednesday, January 7th. Nine investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $109.27.

Key Stories Impacting Arch Capital Group

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

• Positive Sentiment: Multiple sell‑side firms raised targets this week — including a lift to $115 and another to $109 — and at least one analyst flagged upside potential, providing upward pressure on the stock’s outlook. Read More. Read More. Read More.
• Positive Sentiment: Large institutional activity: Bridgewater and other funds appear to have increased stakes in Arch in Q4, signaling continued institutional interest that can support the share price. Read More.
• Neutral Sentiment: Analyst coverage remains mixed but tilted toward conviction — MarketBeat shows a mix of Buy/Hold ratings and a consensus target near ~$109, meaning sentiment is constructive overall but not unanimous. Read More.
• Neutral Sentiment: Summary and analyst surveys/articles (Globe and Mail, Benzinga) provide varied perspectives and projections — useful context but unlikely to move the stock materially absent new company-specific news. Read More. Read More.
• Negative Sentiment: Insider selling: President Maamoun Rajeh sold 47,430 shares (~$4.56M) on Feb. 11, cutting his stake nearly 10% — a high‑profile sale that can weigh on sentiment short term. Read More.
• Negative Sentiment: Other outlets flagged the multimillion‑dollar insider transaction, amplifying headlines around the sale and contributing to downward price pressure today. Read More.

Hedge Funds Weigh In On Arch Capital Group

Several hedge funds and other institutional investors have recently made changes to their positions in ACGL. Daymark Wealth Partners LLC raised its position in Arch Capital Group by 3.4% during the fourth quarter. Daymark Wealth Partners LLC now owns 3,211 shares of the insurance provider’s stock worth $308,000 after acquiring an additional 106 shares in the last quarter. TD Waterhouse Canada Inc. increased its stake 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 purchasing an additional 112 shares during the last quarter. Crescent Grove Advisors LLC raised its holdings in shares of Arch Capital Group by 3.1% in the 2nd quarter. Crescent Grove Advisors LLC now owns 3,702 shares of the insurance provider’s stock valued at $337,000 after purchasing an additional 112 shares during the period. Keel Point LLC lifted its stake in Arch Capital Group by 4.6% in the 3rd quarter. Keel Point LLC now owns 2,524 shares of the insurance provider’s stock valued at $229,000 after purchasing an additional 112 shares during the last quarter. Finally, Legacy Advisors LLC grew its holdings in Arch Capital Group by 1.2% during the fourth quarter. Legacy Advisors LLC now owns 9,551 shares of the insurance provider’s stock worth $916,000 after purchasing an additional 112 shares during the period. 89.07% of the stock is 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.