Latest news with #ArchCapitalGroup
Business Insider
05-08-2025
- Business
- Business Insider
Arch Capital Group (ACGL) Gets a Hold from KBW
In a report released today, Meyer Shields from KBW maintained a Hold rating on Arch Capital Group, with a price target of $102.00. The company's shares closed today at $88.51. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Shields covers the Financial sector, focusing on stocks such as Allstate, Progressive, and Everest Group. According to TipRanks, Shields has an average return of 12.3% and a 67.75% success rate on recommended stocks. In addition to KBW, Arch Capital Group also received a Hold from Evercore ISI's David Motemaden in a report issued on July 30. However, today, TD Cowen maintained a Buy rating on Arch Capital Group (NASDAQ: ACGL). ACGL market cap is currently $32.98B and has a P/E ratio of 9.09. Based on the recent corporate insider activity of 49 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of ACGL in relation to earlier this year. Most recently, in May 2025, Francois Morin, the EVP & CFO of ACGL sold 12,630.00 shares for a total of $1,194,545.40.
Yahoo
01-08-2025
- Business
- Yahoo
Wells Fargo Bucks the Trend: Reaffirms Overweight on ACGL With $110 Target Amid Mixed Analyst Calls
Arch Capital Group Ltd. (NASDAQ:ACGL) is one of the stocks that look extremely cheap on paper. On July 10, Wells Fargo reaffirmed its Overweight rating on ACGL and raised its price target to $110 (up from $108), signaling nearly 22% upside from the current share price. This move underscores its optimistic view on Arch's prospects, especially compared to other sector names that haven't seen similar upward revisions lately. This bullish tone comes amid a busy July for ACGL: on July 9, Keefe, Bruyette & Woods downgraded the stock to Market Perform with a lower $101 target. So Wells Fargo's reiteration and raise carries some weight, not just a hollow update, but a confident nod amid mixed analyst sentiment. A close-up of a signed policy document from an insurance-reinsurance company. Recent price action reflects investor attention: the stock dropped roughly 2.5% on July 9, breaking a short winning streak, then bounced 3.1% on July 14, outperforming peers like Everest, AXIS, and W.R. Berkley, with a surge in trading volume signaling heightened interest. Arch Capital Group Ltd. is a Bermuda-based insurer and reinsurer that underwrites specialty risks globally, including property, casualty, reinsurance, and mortgage insurance. Operating across some 60 offices worldwide, Arch generated revenue in the tens of billions and employs over 7,200 people. While we acknowledge the potential of ACGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28-07-2025
- Business
- Yahoo
Earnings To Watch: Arch Capital Group (ACGL) Reports Q2 Results Tomorrow
Insurance and reinsurance provider Arch Capital Group (NASDAQ:ACGL) will be reporting results this Tuesday after market close. Here's what you need to know. Arch Capital Group beat analysts' revenue expectations by 1% last quarter, reporting revenues of $4.67 billion, up 18.6% year on year. It was a strong quarter for the company, with a solid beat of analysts' net premiums earned estimates and an impressive beat of analysts' EPS estimates. Is Arch Capital Group a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Arch Capital Group's revenue to grow 10.1% year on year to $4.65 billion, slowing from the 33.7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.30 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Arch Capital Group has missed Wall Street's revenue estimates twice over the last two years. Looking at Arch Capital Group's peers in the insurance segment, some have already reported their Q2 results, giving us a hint as to what we can expect. RenaissanceRe delivered year-on-year revenue growth of 13.4%, beating analysts' expectations by 8.7%, and Stewart Information Services reported revenues up 20.1%, topping estimates by 9.2%. RenaissanceRe's stock price was unchanged after the resultswhile Stewart Information Services was up 10.3%. Read our full analysis of RenaissanceRe's results here and Stewart Information Services's results here. The outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. While some of the insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.5% on average over the last month. Arch Capital Group is down 1.2% during the same time and is heading into earnings with an average analyst price target of $110.21 (compared to the current share price of $89.99). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Bloomberg
24-07-2025
- Business
- Bloomberg
BlackRock Private Funds Face Attempted Exit by Key Investor Arch
A key investor in BlackRock Inc. 's private funds is looking to cut its stakes following disappointing performance and senior executive departures at the US asset manager, according to people familiar with the matter. Bermuda-based insurance firm Arch Capital Group, which has holdings in at least ten BlackRock funds, is in talks to sell at least $350 million of stakes to secondary funds including Ares Management Corp., one of the people said, asking not to be identified discussing a private matter.
Yahoo
22-07-2025
- Business
- Yahoo
Arch Capital (ACGL) Fell after Strong Q1
Madison Investments, an investment advisor, released its 'Madison Large Cap Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund (Class Y) increased 3.1%, compared to a 10.9% gain for the S&P 500 index. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Madison Large Cap Fund highlighted stocks such as Arch Capital Group Ltd. (NASDAQ:ACGL). Arch Capital Group Ltd. (NASDAQ:ACGL) is an insurance company that offers insurance, reinsurance, and mortgage insurance products. The one-month return of Arch Capital Group Ltd. (NASDAQ:ACGL) was -3.91%, and its shares lost 9.34% of their value over the last 52 weeks. On July 21, 2025, Arch Capital Group Ltd. (NASDAQ:ACGL) stock closed at $87.55 per share, with a market capitalization of $32.81 billion. Madison Large Cap Fund stated the following regarding Arch Capital Group Ltd. (NASDAQ:ACGL) in its second quarter 2025 investor letter: "The bottom five detractors for the quarter were Fiserv, Arch Capital Group Ltd. (NASDAQ:ACGL), Copart, Alcon, and Progressive. Our insurance holdings, including Arch Capital Group and Progressive, which performed strongly in the first quarter, underperformed the strong equity market in the second quarter. Both businesses continue to perform well overall, although their rates of growth are slowing as we enter the later innings of the insurance pricing cycle." A close-up image of an insurance policy with hands standing firmly on top, conveying security. Arch Capital Group Ltd. (NASDAQ:ACGL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 46 hedge fund portfolios held Arch Capital Group Ltd. (NASDAQ:ACGL) at the end of the first quarter, which was 41 in the previous quarter. While we acknowledge the potential of Arch Capital Group Ltd. (NASDAQ:ACGL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Arch Capital Group Ltd. (NASDAQ:ACGL) and shared the list of most undervalued financial stocks to buy according to analysts. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
