American Century Companies Inc. Has $64.23 Million Holdings in Arch Capital Group Ltd. $ACGL

American Century Companies Inc. raised its stake in Arch Capital Group Ltd. (NASDAQ:ACGL) by 1.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 707,880 shares of the insurance provider’s stock after acquiring an additional 7,251 shares during the period. American Century Companies Inc. owned about 0.19% of Arch Capital Group worth $64,226,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ACGL. DNB Asset Management AS increased its position in shares of Arch Capital Group by 3.8% during the 3rd quarter. DNB Asset Management AS now owns 76,982 shares of the insurance provider’s stock worth $6,985,000 after purchasing an additional 2,806 shares in the last quarter. Choreo LLC increased its stake in shares of Arch Capital Group by 39.5% in the third quarter. Choreo LLC now owns 47,314 shares of the insurance provider’s stock valued at $4,293,000 after buying an additional 13,406 shares in the last quarter. Mesirow Financial Investment Management Inc. raised its holdings in shares of Arch Capital Group by 24.4% in the third quarter. Mesirow Financial Investment Management Inc. now owns 3,517 shares of the insurance provider’s stock valued at $319,000 after buying an additional 689 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in Arch Capital Group by 4.0% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 746,266 shares of the insurance provider’s stock worth $67,709,000 after buying an additional 28,618 shares in the last quarter. Finally, US Bancorp DE lifted its position in Arch Capital Group by 3.3% during the 3rd quarter. US Bancorp DE now owns 75,700 shares of the insurance provider’s stock worth $6,868,000 after buying an additional 2,442 shares in the last quarter. 89.07% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

ACGL has been the subject of several research reports. Barclays set a $104.00 price objective on shares of Arch Capital Group and gave the company an “equal weight” rating in a research report on Thursday, January 8th. Citigroup reissued a “buy” rating and issued a $120.00 price target (up from $113.00) on shares of Arch Capital Group in a report on Friday, February 13th. Roth Mkm set a $110.00 price objective on shares of Arch Capital Group and gave the stock a “buy” rating in a research report on Tuesday, December 2nd. Wells Fargo & Company increased their price objective on Arch Capital Group from $106.00 to $109.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Finally, JPMorgan Chase & Co. lifted their target price on Arch Capital Group from $111.00 to $117.00 and gave the company a “neutral” rating in a research note on Wednesday, January 7th. Nine investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $109.20.

Insider Transactions at Arch Capital Group

In other news, insider John M. Pasquesi sold 8,800 shares of the firm’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $94.17, for a total transaction of $828,696.00. Following the sale, the insider owned 289,556 shares of the company’s stock, valued at $27,267,488.52. This trade represents a 2.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Maamoun Rajeh sold 47,430 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The shares were 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 owned 433,589 shares of the company’s stock, valued at $41,676,574.68. This represents a 9.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 260,096 shares of company stock worth $24,530,685. 4.20% of the stock is currently owned by insiders.

Arch Capital Group News Summary

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

• Positive Sentiment: Company reported record 2025 operating income and strong return on equity, reinforcing the quality of earnings and capital generation — this supports the stock’s longer‑term fundamentals. Article Title
• Positive Sentiment: Fund commentary (Baron Growth Fund) cited ACGL’s strong earnings and active capital management as contributors, which helps explain recent upward pressure into earnings and buyback/capital return themes. Article Title
• Neutral Sentiment: Short‑interest reports flagged a “large increase” in short interest but the published figures show 0 shares / NaN changes and a 0.0 days‑to‑cover — this appears to be a data anomaly and is unlikely to be a meaningful driver by itself.
• Negative Sentiment: Zacks Research trimmed several near‑term and medium‑term EPS estimates (small reductions to Q4/Q1 and FY2026–FY2027 forecasts). Even modest cuts can pressure the stock after a prior strong earnings print because they reduce forward growth expectations.

Arch Capital Group Trading Down 2.1%

ACGL opened at $98.42 on Thursday. The firm’s fifty day moving average is $96.26 and its two-hundred day moving average is $92.86. The firm has a market cap of $35.02 billion, a PE ratio of 8.47, a price-to-earnings-growth ratio of 4.04 and a beta of 0.40. Arch Capital Group Ltd. has a twelve month low of $82.44 and a twelve month high of $103.39. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.53 and a current ratio of 0.53.

Arch Capital Group (NASDAQ:ACGL) last released its quarterly earnings data on Monday, February 9th. The insurance provider reported $2.98 EPS for the quarter, beating analysts’ consensus estimates of $2.34 by $0.64. The business had revenue of $4.93 billion during the quarter, compared to analysts’ expectations of $3.94 billion. Arch Capital Group had a net margin of 22.07% and a return on equity of 16.73%. During the same quarter in the prior year, the company earned $2.26 EPS. Equities research analysts anticipate that Arch Capital Group Ltd. will post 8.42 EPS for the current year.

Arch Capital Group 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.