Arch Capital Group (ACGL) to Release Quarterly Earnings on Tuesday

Arch Capital Group (NASDAQ:ACGL) is expected to issue its Q1 2026 results after the market closes on Tuesday, April 28th. Analysts expect the company to announce earnings of $2.48 per share and revenue of $4.5637 billion for the quarter. Parties can find conference call details on the company’s upcoming Q1 2026 earning report page for the latest details on the call scheduled for Wednesday, April 29, 2026 at 10:00 AM ET.

Arch Capital Group (NASDAQ:ACGL) last posted its quarterly earnings results on Monday, February 9th. The insurance provider reported $2.98 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 analyst estimates of $3.94 billion. During the same period in the previous year, the business posted $2.26 EPS. On average, analysts expect Arch Capital Group to post $9 EPS for the current fiscal year and $10 EPS for the next fiscal year.

Arch Capital Group Trading Down 1.9%

NASDAQ ACGL opened at $96.19 on Friday. Arch Capital Group has a one year low of $82.44 and a one year high of $103.39. The company has a 50-day simple moving average of $96.64 and a 200-day simple moving average of $94.15. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.53 and a current ratio of 0.53. The firm has a market capitalization of $34.27 billion, a PE ratio of 8.28, a price-to-earnings-growth ratio of 4.88 and a beta of 0.41.

Analyst Ratings Changes

Several analysts recently issued reports on the company. Wells Fargo & Company raised their price target on Arch Capital Group from $106.00 to $109.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. JPMorgan Chase & Co. cut their price target on Arch Capital Group from $117.00 to $110.00 and set a “neutral” rating on the stock in a report on Monday, April 20th. Barclays raised their price target on Arch Capital Group from $104.00 to $106.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 8th. Evercore set a $100.00 price target on Arch Capital Group and gave the stock an “in-line” rating in a report on Wednesday, January 7th. Finally, UBS Group reissued a “buy” rating and issued a $114.00 price target (up from $113.00) on shares of Arch Capital Group in a report on Tuesday, February 17th. Nine research 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. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $108.93.

Insider Activity

In related news, insider Maamoun Rajeh sold 47,430 shares of the stock in a transaction that occurred on 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 completion of the transaction, the insider directly owned 433,589 shares of the company’s stock, valued at $41,676,574.68. This represents a 9.86% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Nicolas Papadopoulo sold 21,930 shares of the stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $96.31, for a total value of $2,112,078.30. Following the completion of the transaction, the chief executive officer directly owned 871,594 shares of the company’s stock, valued at $83,943,218.14. This trade represents a 2.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 78,267 shares of company stock worth $7,291,637 in the last 90 days. 3.30% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Arch Capital Group

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ACGL. WealthCollab LLC grew its holdings in Arch Capital Group by 410.3% in the 3rd quarter. WealthCollab LLC now owns 296 shares of the insurance provider’s stock worth $27,000 after buying an additional 238 shares in the last quarter. JPL Wealth Management LLC acquired a new stake in Arch Capital Group in the third quarter worth about $28,000. Zions Bancorporation National Association UT lifted its holdings in Arch Capital Group by 390.9% in the fourth quarter. Zions Bancorporation National Association UT now owns 324 shares of the insurance provider’s stock worth $31,000 after purchasing an additional 258 shares during the period. Johnson Financial Group Inc. lifted its holdings in Arch Capital Group by 448.4% in the third quarter. Johnson Financial Group Inc. now owns 510 shares of the insurance provider’s stock worth $46,000 after purchasing an additional 417 shares during the period. Finally, DV Equities LLC acquired a new stake in Arch Capital Group in the fourth quarter worth about $48,000. 89.07% of the stock is owned by institutional investors.

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.