Ticker: ACGL

Arch Capital Group

Finance Financials Insurance - Diversified
Price 103.36
Reco Buy Potential 73 Risk 40 Updated 2026-07-27

Forecast impact

positive
Target +21.9% target fill 82.0%
Reaction D5 +4.40% · D10 pending fresh confirmed · market trust
Impact Potential +6 · Risk -3 valid until 2026-08-14

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell
Description

Company and Business Model

Arch Capital Group is a global insurance and reinsurance company that provides a range of property, casualty, and specialty insurance products. Its core services include underwriting, risk management, and claims handling across various sectors. Major business segments encompass insurance, reinsurance, and mortgage insurance, with primary revenue sources derived from premiums and investment income.

Investment Profile

The investment profile of Arch Capital Group is more aligned with value investors, given its current market position and performance metrics. The stock may appeal to those seeking stability rather than aggressive growth, as indicated by its recent revenue decline and risk factors.

Fundamental metrics (experimental) Updated: 2026-07-24
EPS (TTM) — earnings per share for the last 12 months, $
13.21
Revenue QoQ — quarter-over-quarter revenue growth
-19.0%
EPS surprise
0.8%
20d volatility
1.5%
last ex-date
2024-11-18
AI recommendation changes
Date Before After Reason
2026-07-18 Hold Buy Mixed signals; revenue decline raises caution.
2026-07-11 Buy Hold Mixed performance; cautious outlook amid revenue decline.
2026-06-25 Sell Buy Mixed performance; revenue decline raises concerns.
Analyst forecasts
Date Analyst Action Target Price Then
2026-07-15 Atlantic Equities Target Raised 122 → 126 99.14
2026-07-09 Cantor Fitzgerald Target Raised — → 102 102.01
2026-07-09 Mizuho Securities Target Raised 101 → 104 102.01
News Page 1 of 1
Travelers American International Group Chubb Arch Capital Group W. R. Berkley Corporation

Analysts Bank of America caution against insurance companies' stock buybacks, citing potential long-term value destruction

Chubb's announcement of a $7.5 billion share repurchase program highlights a trend among insurers to buy back stock to enhance earnings per share, despite concerns from analysts about the long-term value of such strategies.