Arch Capital Group Ltd.
101.69USD
-1.0000 (-0.97%)
Not enough data yet
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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 | $2.3▲ | $1.84 | 10 | 1 |
| Next quarter | $2.48▼ | $2.48 | 6 | 3 |
| Current year | $9.8▲ | $9.28 | 10 | 2 |
| Next year | $9.8▼ | $9.81 | 8 | 4 |
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%) |
300 ratings from 29 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Morgan Stanley | Downgraded from Overweight | Equal-Weight | $105 $100 | Oct 13, 2026 |
| Wells Fargo | Maintained | Overweight | $117 $107 | Oct 12, 2026 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | $99 $95 | Oct 12, 2026 |
| JP Morgan | Maintained | Neutral | $118 $113 | Oct 9, 2026 |
| Cantor Fitzgerald | Maintained | Neutral | $110 $105 | Oct 7, 2026 |
| Morgan Stanley | Maintained | Overweight | $111 $105 | Oct 6, 2026 |
| Mizuho | Maintained | Neutral | $104 $100 | Sep 16, 2026 |
| 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 |
83 filings from 17 insiders · 12 buy / 1 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 | 2 | 7 | 10 | 1 | 0 | Hold2.50 |
| 1 mo ago | 3 | 7 | 9 | 1 | 0 | Buy2.40 |
| 2 mo ago | 3 | 7 | 9 | 1 | 0 | Buy2.40 |
| 3 mo ago | 3 | 7 | 9 | 1 | 0 | Buy2.40 |
Members whose judged calls on ACGL have played out most reliably.
No settled calls on ACGL yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice