ACGL Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

3.94B

+3.07%

2.369

+4.83%

4.71B

+4.23%

2.417

+56.95%

4.54B

+4.39%

2.522

-2.26%

Estimates Revision

The market is revising Downward the revenue expectations for Arch Capital Group Ltd. (ACGL) for FY2025, with the revenue forecasts being adjusted by -2.54% over the past three months. During the same period, the stock price has changed by 3.20%.

Revenue Estimates for FY2025

Revise Downward

-2.54%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+9.14%

In Past 3 Month

Stock Price

Go Up

+3.20%

In Past 3 Month

12 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 106.01 USD with a low forecast of 87.15 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.

5 Buy

6 Hold

1 Sell

Moderate Buy

Current: 0.000

Low

87.15

Averages

106.01

High

125.00

Current: 0.000

Low

87.15

Averages

106.01

High

125.00

Barclays

Alex Scott

Equal Weight

maintain

$99 -> $104

2026-01-08

New

Reason

Barclays

Alex Scott

Price Target

$99 -> $104

2026-01-08

New

maintain

Equal Weight

Reason

Barclays analyst Alex Scott raised the firm's price target on Arch Capital to $104 from $99 and keeps an Equal Weight rating on the shares. The firm adjusted ratings and price targets as part of its 2026 outlook for the North America property and casualty Insurance group. Pricing is softening across commercial and reinsurance, while personal lines look relatively better and brokers face organic growth headwinds, the analyst tells investors in a research note. Barclays recommends staying selective.

Evercore ISI

David Motemaden

In Line

maintain

$97 -> $100

2026-01-07

New

Reason

Evercore ISI

David Motemaden

Price Target

$97 -> $100

2026-01-07

New

maintain

In Line

Reason

Evercore ISI analyst David Motemaden raised the firm's price target on Arch Capital to $100 from $97 and keeps an In Line rating on the shares. With a tough cyclical backdrop, 2026 is "shaping up to be a challenging year for the P&C insurance sector," but this presents "a stock pickers market with opportunities for discerning investors," the analyst says in a year-ahead outlook note for the group.

Goldman Sachs

Robert Cox

Sell

maintain

$84 -> $93

2026-01-07

New

Reason

Goldman Sachs

Robert Cox

Price Target

$84 -> $93

2026-01-07

New

maintain

Sell

Reason

Goldman Sachs analyst Robert Cox raised the firm's price target on Arch Capital to $93 from $84 and keeps a Sell rating on the shares. In a sector note on Americas Insurance, the firm said it expects "strong and fairly resilient" insurer profitability for the next few years, but added that it believes we are "solidly in the softening phase" of the P&C insurance cycle, which leads to "increased capital supply and competition, which should drive a deceleration in growth/pricing/margins, that we think are broadly underappreciated within Street estimates."

JPMorgan

Jimmy Bhullar

Neutral

maintain

$111 -> $117

2026-01-07

New

Reason

JPMorgan

Jimmy Bhullar

Price Target

$111 -> $117

2026-01-07

New

maintain

Neutral

Reason

JPMorgan analyst Jimmy Bhullar raised the firm's price target on Arch Capital to $117 from $111 and keeps a Neutral rating on the shares. The firm adjusted targets in the property and casualty insurance sector as part of its 2026 outlook. While fundamentals in the P&C sector "are getting more challenging," pricing, margin, and growth headwinds "seem better reflected in sentiment and valuation levels," the analyst tells investors in a research note.

Keefe Bruyette

Market Perform

maintain

$100 -> $102

2026-01-06

New

Reason

Keefe Bruyette

Price Target

$100 -> $102

2026-01-06

New

maintain

Market Perform

Reason

Keefe Bruyette raised the firm's price target on Arch Capital to $102 from $100 and keeps a Market Perform rating on the shares.

BofA

Buy

downgrade

$135 -> $131

2026-01-05

New

Reason

BofA

Price Target

$135 -> $131

2026-01-05

New

downgrade

Buy

Reason

BofA lowered the firm's price target on Arch Capital to $131 from $135 and keeps a Buy rating on the shares. As in 2025, the pricing trends for most P&C insurance products do not appear positive, the analyst tells investors in a research note. While pricing for liability lines remains positive, it seems that loss costs are rising more steeply than prices, the analyst says, adding that personal auto rates are flattish, while some investors are expecting decline in response to high profitability. The firm added, however, that underwriter valuations hardly look expensive, even as fundamentals have tipped in the "wrong direction."

Valuation Metrics

The current forward P/E ratio for Arch Capital Group Ltd (ACGL.O) is 10.26, compared to its 5-year average forward P/E of 10.73. 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.

5Y Average PE

10.73

Current PE

10.26

Overvalued PE

11.75

Undervalued PE

9.72

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.

5Y Average PS

1.91

Current PS

1.95

Overvalued PS

2.14

Undervalued PS

1.67

Financials

Annual

Quarterly

N/A

Total Revenue

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

N/A

FCF Margin - %

N/A

Net Margin - %

N/A

ROIC

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

Bought

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

ACGL News & Events

Events Timeline

No data

News

9.5

01-03NASDAQ.COM

Arch Capital Group (ACGL) Expected to Report Q3 EPS Growth of 3.54%

2.0

2025-12-26NASDAQ.COM

Arch Capital Sees Surge in Options Volatility as Analysts Raise Earnings Estimates

6.0

2025-12-18Newsfilter

Arch Reinsurance Upgraded to 'aa' with Stable Outlook by AM Best

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Frequently Asked Questions

What is Arch Capital Group Ltd (ACGL) stock price today?

The current price of ACGL is 95.18 USD — it has decreased -1.25 % in the last trading day.

What is Arch Capital Group Ltd (ACGL)'s business?

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.

What is the price predicton of ACGL Stock?

What is Arch Capital Group Ltd (ACGL)'s revenue for the last quarter?

Arch Capital Group Ltd revenue for the last quarter amounts to 4.86B USD, increased 5.84 % YoY.

What is Arch Capital Group Ltd (ACGL)'s earnings per share (EPS) for the last quarter?

Arch Capital Group Ltd. EPS for the last quarter amounts to 3.56 USD, increased 39.06 % YoY.

What changes have occurred in the market's expectations for Arch Capital Group Ltd (ACGL)'s fundamentals?

How many employees does Arch Capital Group Ltd (ACGL). have?

Arch Capital Group Ltd (ACGL) has 7200 emplpoyees as of January 10 2026.

What is Arch Capital Group Ltd (ACGL) market cap?

Today ACGL has the market capitalization of 34.51B USD.