What is Zacks Research’s Estimate for ACGL Q2 Earnings?

Arch Capital Group Ltd. (NASDAQ:ACGL) – Investment analysts at Zacks Research lifted their Q2 2026 earnings per share (EPS) estimates for shares of Arch Capital Group in a research report issued to clients and investors on Monday, February 23rd. Zacks Research analyst Team now expects that the insurance provider will post earnings per share of $2.46 for the quarter, up from their previous estimate of $2.45. 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 $2.56 EPS, FY2026 earnings at $9.36 EPS, Q1 2027 earnings at $2.56 EPS, FY2027 earnings at $10.10 EPS and FY2028 earnings at $11.07 EPS.

Several other research firms also recently commented on ACGL. Cantor Fitzgerald reiterated a “neutral” rating and issued a $100.00 price objective (up from $97.00) on shares of Arch Capital Group in a research note on Tuesday, February 17th. Weiss Ratings upgraded Arch Capital Group from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 4th. Morgan Stanley set a $125.00 price objective on Arch Capital Group in a report on Friday, January 16th. UBS Group reiterated a “buy” rating and issued a $114.00 target price (up from $113.00) on shares of Arch Capital Group in a research note on Tuesday, February 17th. Finally, Barclays set a $104.00 price objective on shares of Arch Capital Group and gave the company an “equal weight” rating in a research note on Thursday, January 8th. Nine investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Arch Capital Group currently has an average rating of “Hold” and a consensus price target of $109.20.

Arch Capital Group Stock Up 0.3%

ACGL stock opened at $99.65 on Thursday. The stock has a market cap of $36.14 billion, a P/E ratio of 8.58, a P/E/G ratio of 3.99 and a beta of 0.42. The company has a current ratio of 0.53, a quick ratio of 0.55 and a debt-to-equity ratio of 0.13. The stock’s fifty day simple moving average is $96.00 and its two-hundred day simple moving average is $92.56. Arch Capital Group has a 1-year low of $82.44 and a 1-year high of $103.39.

Arch Capital Group (NASDAQ:ACGL) last posted its quarterly earnings results on Monday, February 9th. The insurance provider reported $2.98 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.34 by $0.64. Arch Capital Group had a net margin of 22.07% and a return on equity of 16.73%. The business had revenue of $4.93 billion during the quarter, compared to the consensus estimate of $3.94 billion. During the same quarter last year, the firm posted $2.26 EPS.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Bridges Investment Management Inc. acquired a new position in shares of Arch Capital Group in the third quarter valued at about $1,413,000. Allianz Asset Management GmbH boosted its position in Arch Capital Group by 12.5% in the third quarter. Allianz Asset Management GmbH now owns 192,567 shares of the insurance provider’s stock valued at $17,472,000 after buying an additional 21,323 shares during the last quarter. WCM Investment Management LLC boosted its position in Arch Capital Group by 1.3% in the third quarter. WCM Investment Management LLC now owns 13,525,402 shares of the insurance provider’s stock valued at $1,214,987,000 after buying an additional 171,693 shares during the last quarter. High Ground Investment Management LLP increased its holdings in Arch Capital Group by 3.5% in the 3rd quarter. High Ground Investment Management LLP now owns 1,714,668 shares of the insurance provider’s stock worth $155,572,000 after buying an additional 58,151 shares during the period. Finally, Cooke & Bieler LP purchased a new position in Arch Capital Group during the 3rd quarter worth approximately $210,856,000. Institutional investors own 89.07% of the company’s stock.

Insider Buying and Selling

In related news, 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 transaction of $19,143,017.40. Following the completion of the transaction, the insider owned 351,356 shares in the company, valued at approximately $32,992,328.40. This represents a 36.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Maamoun Rajeh sold 47,430 shares of the firm’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $96.12, for a total transaction of $4,558,971.60. Following the transaction, the insider directly owned 433,589 shares of the company’s stock, valued at $41,676,574.68. The trade was a 9.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 260,096 shares of company stock worth $24,530,685. 4.20% of the stock is owned by insiders.

Trending Headlines about Arch Capital Group

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

• Positive Sentiment: Board declared dividends on certain preferred-share series, signaling steady capital allocation and supporting income-oriented investors; this likely provided a near-term lift to sentiment. Article Title
• Neutral Sentiment: Short-interest reports are inconsistent: one series shows a meaningful decline in shorted shares to ~5.59M (≈1.6% of shares) as of Feb 13 (days-to-cover ~2.6), while other entries list 0 shares or NaN changes — likely a data/reporting quirk. The mixed short data makes it hard to read a clear bearish or bullish positioning signal.
• Negative Sentiment: Zacks Research issued a string of small cuts to several near‑term and FY2026/2027 EPS estimates (Q1/Q4/FY2026 and FY2027 nudged lower), although a few quarters were modestly revised up. The net effect is a slight downward revision to near‑term profitability expectations, which can pressure sentiment if followed by other analysts.

Arch Capital Group Company Profile

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.