ACGL

Arch Capital Group Ltd

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Advanced Chart

92.900

+1.58(1.730%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

93.080

Open

91.110

VWAP

92.12

Vol

2.23M

Mkt Cap

34.67B

Low

91.000

Amount

205.88M

EV/EBITDA(TTM)

8.99

Total Shares

375.49M

36.66B

EV/OCF(TTM)

5.94

P/S(TTM)

1.87

Arch Capital Group Ltd. is a Bermuda-based company, which provides insurance, reinsurance, and mortgage insurance through its subsidiaries. The insurance segment consists of the Company’s insurance underwriting units, which offer specialty product lines, including construction and national accounts; excess and surplus casualty; professional lines; programs; property, energy, marine and aviation; travel, accident and health; warranty and lender solutions, and others (consisting of alternative markets, excess workers' compensation and surety business). The reinsurance segment consists of its reinsurance underwriting units, which offer specialty product lines, including casualty; marine and aviation; other specialty; property catastrophe; property excluding property catastrophe, and others (consisting of life reinsurance and other). The mortgage segment includes its United States primary mortgage insurance business, investment and services related to United States credit-risk transfer.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q1

FY2025Q4

FY2025Q3

4.77B

+5.62%

2.418

+57.04%

4.01B

+5.12%

2.282

+0.99%

4.39B

+8.56%

1.694

-14.87%

Estimates Revision

The market is revising Upward the revenue expectations for Arch Capital Group Ltd. (ACGL) for FY2025, with the revenue forecasts being adjusted by 0.45% over the past three months. During the same period, the stock price has changed by -3.05%.

Revenue Estimates for FY2025

Revise Upward

+0.45%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+3.46%

In Past 3 Month

Stock Price

Go Down

-3.05%

In Past 3 Month

14 Analyst Rating

Wall Street analysts forecast ACGL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ACGL is 108.31 USD with a low forecast of 93.00 USD and a high forecast of 125.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

8 Buy

6 Hold

0 Sell

Moderate Buy

Current: 92.900

Low

93.00

Averages

108.31

High

125.00

Current: 92.900

Low

93.00

Averages

108.31

High

125.00

Citi

initiated

$113

2025-08-13

Reason

Citi

Price Target

$113

2025-08-13

initiated

Reason

Citi initiated coverage of Arch Capital with a Buy rating and $113 price target. The firm rolled out coverage in North America insurance, expecting pricing and reinvestment tailwinds to ease but for earnings to remain resilient. Citi sees more opportunities for upside in the shares of underwriters relative to brokers. Its top ideas include Arch Capital (ACGL), Aspen Insurance (AHL), Brown & Brown (BRO), Chubb (CB), Ryan Specialty (RYAN) and RenaissanceRe (RNR).

Cantor Fitzgerald

initiated

$98

2025-08-12

Reason

Cantor Fitzgerald

Price Target

$98

2025-08-12

initiated

Reason

Cantor Fitzgerald initiated coverage of Arch Capital with a Neutral rating and $98 price target.

Keefe Bruyette

Meyer Shields

Market Perform

maintain

$101 -> $102

2025-08-05

Reason

Keefe Bruyette

Meyer Shields

Price Target

$101 -> $102

2025-08-05

maintain

Market Perform

Reason

Keefe Bruyette analyst Meyer Shields raised the firm's price target on Arch Capital to $102 from $101 and keeps a Market Perform rating on the shares. The firm expects continued property catastrophe reinsurance pricing softness to limit Arch's near-term upside, the analyst tells investors in a research note.

UBS

Brian Meredith

Buy

maintain

$124 -> $118

2025-08-04

Reason

UBS

Brian Meredith

Price Target

$124 -> $118

2025-08-04

maintain

Buy

Reason

UBS analyst Brian Meredith lowered the firm's price target on Arch Capital to $118 from $124 and keeps a Buy rating on the shares. The firm updated its model for Property & Casualty and Brokers. UBS cites lower premiums and margins for the price target increase.

TD Cowen

Andrew Kligerman

Buy

downgrade

$122 -> $114

2025-08-04

Reason

TD Cowen

Andrew Kligerman

Price Target

$122 -> $114

2025-08-04

downgrade

Buy

Reason

TD Cowen analyst Andrew Kligerman lowered the firm's price target on Arch Capital to $114 from $122 and keeps a Buy rating on the shares. The firm updated its model raising estimates and its target price.

Wells Fargo

Overweight

maintain

$108 -> $110

2025-07-10

Reason

Wells Fargo

Price Target

$108 -> $110

2025-07-10

maintain

Overweight

Reason

Wells Fargo raised the firm's price target on Arch Capital to $110 from $108 and keeps an Overweight rating on the shares. The firm says the focus should be on views on pricing, loss trend, and reserves for P&C companies, organic and margin for brokers, and sales/VII/capital for life companies.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Arch Capital Group Ltd (ACGL.O) is 10.28, compared to its 5-year average forward P/E of 11.14. For a more detailed relative valuation and DCF analysis to assess Arch Capital Group Ltd 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

11.14

Current PE

10.28

Overvalued PE

12.82

Undervalued PE

9.47

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

0.00

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

0.00

Undervalued EV/EBITDA

0.00

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

1.89

Current PS

1.91

Overvalued PS

2.13

Undervalued PS

1.65