Arch Capital Group Ltd.
96.115USD
+0.4050 (+0.42%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $1.84▼ | $1.85 | 6 | 8 |
| Next quarter | $2.47▼ | $2.51 | 4 | 11 |
| Current year | $9.37▲ | $9.27 | 15 | 2 |
| Next year | $9.76▼ | $9.9 | 7 | 9 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $2.46 | $2.56 | +0.10 (+4.0%) |
| 2026-03-31 | $2.46 | $2.5 | +0.04 (+1.5%) |
| 2025-12-31 | $2.57 | $2.98 | +0.41 (+15.8%) |
| 2025-09-30 | $2.25 | $2.77 | +0.52 (+22.9%) |
293 ratings from 29 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| JP Morgan | Maintained | Neutral | $116 $118 | Aug 11, 2026 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | $99 | Aug 11, 2026 |
| BMO Capital | Maintained | Market Perform | $95 $102 | Aug 5, 2026 |
| Cantor Fitzgerald | Maintained | Neutral | $102 $110 | Aug 3, 2026 |
| Morgan Stanley | Maintained | Overweight | $110 $111 | Aug 3, 2026 |
| RBC Capital | Maintained | Outperform | $115 $120 | Jul 30, 2026 |
| Wells Fargo | Maintained | Overweight | $114 $117 | Jul 30, 2026 |
| Roth Capital | Maintained | Buy | $110 | Jul 29, 2026 |
| B of A Securities | Maintained | Buy | $126 $134 | Jul 29, 2026 |
| JP Morgan | Maintained | Neutral | $110 $116 | Jul 20, 2026 |
| Mizuho | Maintained | Neutral | $104 | Jul 13, 2026 |
| Wells Fargo | Maintained | Overweight | $110 $114 | Jul 9, 2026 |
| Cantor Fitzgerald | Maintained | Neutral | $100 $102 | Jul 9, 2026 |
| Mizuho | Maintained | Neutral | $101 $104 | Jul 9, 2026 |
| UBS | Maintained | Buy | $114 $120 | Jul 8, 2026 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | $102 $99 | Jul 8, 2026 |
| Barclays | Maintained | Equal-Weight | $106 | Jul 7, 2026 |
| Morgan Stanley | Maintained | Overweight | $105 $110 | Jul 6, 2026 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | $105 $102 | May 5, 2026 |
| Mizuho | Maintained | Neutral | $102 $101 | May 5, 2026 |
| Citigroup | Maintained | Buy | $120 $122.5 | Apr 30, 2026 |
| Wells Fargo | Maintained | Overweight | $109 $110 | Apr 30, 2026 |
| JP Morgan | Maintained | Neutral | $117 $110 | Apr 20, 2026 |
| Barclays | Maintained | Equal-Weight | $104 $106 | Apr 8, 2026 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | $104 $105 | Apr 7, 2026 |
83 filings from 17 insiders · 14 buy / 3 sell over 6m
Officers and directors of ACGL, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| MORIN FRANCOISChief Financial Officer | Exercise | 11.0k | $27.09 | $298k | Aug 18, 2026 |
| MORIN FRANCOISChief Financial Officer | Sell | 11.0k | $99.32 | $1.09M | Aug 18, 2026 |
| BUNCE JOHN L JRDirector | Grant | 3.4k | — | — | May 5, 2026 |
| PASQUESI JOHN MURRAYChairman of the Board | Grant | 5.3k | — | — | May 5, 2026 |
| MALLESCH EILEEN ADirector | Grant | 2.1k | — | — | May 5, 2026 |
| MOCZARSKI ALEXANDER SDirector | Grant | 2.1k | — | — | May 5, 2026 |
| GOODMAN LAURIE SDirector | Grant | 2.1k | — | — | May 5, 2026 |
| KILCOYNE MOIRA A.Director | Grant | 3.4k | — | — | May 5, 2026 |
| EBONG FRANCISDirector | Grant | 2.1k | — | — | May 5, 2026 |
| TRIPLETT NEAL F.Director | Grant | 3.4k | — | — | May 5, 2026 |
| POSNER BRIAN S.Director | Grant | 2.1k | — | — | May 5, 2026 |
| HOUSTON DANIEL JOSEPHDirector | Grant | 3.4k | — | — | May 5, 2026 |
| HOUSTON DANIEL JOSEPHDirector | Buy | 5.3k | $94.08 | $499k | Apr 30, 2026 |
| PAPADOPOULO NICOLASChief Executive Officer | Exercise | 21.9k | $18.90 | $414k | Mar 10, 2026 |
| GANSBERG DAVID EPresident | Exercise | 10.8k | $18.90 | $204k | Mar 10, 2026 |
| PAPADOPOULO NICOLASChief Executive Officer | Sell | 21.9k | $96.31 | $2.11M | Mar 10, 2026 |
| GANSBERG DAVID EPresident | Sell | 5.9k | $96.37 | $569k | Mar 10, 2026 |
| RAJEH MAAMOUNOfficer | Gift | 40.6k | — | — | Mar 4, 2026 |
| PETRILLO LOUIS TOfficer | Grant | 2.9k | — | — | Mar 3, 2026 |
| PAPADOPOULO NICOLASChief Executive Officer | Grant | 21.3k | — | — | Mar 3, 2026 |
No analyst notes on ACGL yet.
Analyst Ratings
19 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 3 | 7 | 9 | 1 | 0 | Buy2.40 |
| 1 mo ago | 3 | 7 | 9 | 1 | 0 | Buy2.40 |
| 2 mo ago | 3 | 7 | 9 | 1 | 0 | Buy2.40 |