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Arch Capital Group Ltd.

ACGL · NASDAQ

Market closed$101.35$1.31 (+1.31%)After hours $101.35 · 0.00%

Key statistics

Previous close$100.04
Open$101.77
Day high$103.35
Day low$100.81
52-week high$105.09
52-week low$82.45
Market cap35.41B
Volume2.19M
Average volume2.28M
P/E ratio9.36
Forward P/E—
EPS10.83
Dividend yield0.00%

Market context

Why it moved

Arch Capital Group (ACGL) moved higher as the stock continues to benefit from strong underwriting profit and investment income, with growing institutional interest and analyst valuations suggesting the stock remains modestly undervalued relative to its fair value estimate.

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What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026Arch Capital Group shares rose after a notable pullback on Wednesday, with investors weighing a mixed analyst backdrop ahead of Q2 earnings on July 28. RBC Capital maintained a Buy with a $115 price target, and BofA raised its target to $126, while Evercore ISI holds an In Line rating with a $103 target — essentially where shares are trading. A Seeking Alpha analysis flagged softening reinsurance pricing as a headwind, but Arch's ongoing capital discipline, active share buybacks, and expansion into transactional liability insurance are keeping sentiment cautiously constructive. Analysts broadly expect Q2 EPS of $2.45, down ~5% year-over-year, though ACGL has beaten estimates in each of the last four quarters.

1.3095

July 17, 2026Arch Capital Group closed higher, rebounding from Wednesday's 2.94% slide, as investors responded to a fresh round of analyst price target increases ahead of its July 28 Q2 earnings report. BofA Securities raised its price target to $126 from $122 while maintaining a Buy, and RBC Capital issued a Buy rating, complementing Evercore ISI's recent target hike to $103. The broader financial sector provided a supportive backdrop, with the IYG Financial ETF hitting a 52-week high. Investors are also watching Arch's new US transactional liability team buildout and its active share repurchase program as near-term catalysts.

1.5222

July 15, 2026Arch Capital Group closed down nearly 3% as investors weighed an earnings preview pointing to a ~5% year-over-year EPS decline for Q2, with analyst consensus projecting softer results ahead of the July 28 report. Despite the pullback, analyst sentiment remained constructive: BofA raised its price target to $126 (from $122, maintaining Buy) and Evercore ISI lifted its target to $103 (from $100), while the 20-analyst consensus carries an average target of ~$110—an 8% premium to prior close. The broader insurance sector faces headwinds, with reinsurance sub-industry earnings expected to decline 22% year-over-year in Q2.

-2.9449

July 14, 2026Arch Capital Group closed modestly lower, giving back some of the prior session's 1.98% gain, as investors weigh upcoming Q2 earnings and a mixed analyst backdrop. Evercore ISI raised its price target to $103 from $100 but maintained an In Line rating—essentially matching the current price—while Jefferies lifted its target to $107 last week. Adding to the narrative, Arch Insurance North America recently launched a new US-based transactional liability team, signaling strategic expansion even as the broader insurance sector faces headwinds, with FactSet projecting a ~3% year-over-year earnings decline for Q2 and reinsurance specifically down ~22%.

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July 14, 2026Arch Capital Group shares rose nearly 2%, outperforming the broader financial sector, as a wave of analyst price target upgrades and a strong tailwind from AM Best's report citing the U.S. P/C industry's best performance in a decade bolstered investor sentiment. Multiple analysts lifted their targets recently — UBS to $120 (Buy), Wells Fargo to $114 (Buy), and Mizuho to $104 — with a consensus average target of ~$110, implying further upside. The positive backdrop is tempered by geopolitical uncertainty from renewed U.S.-Iran hostilities and rising oil prices, which cloud the inflation and rate outlook heading into a pivotal Q2 earnings week.

1.979

July 10, 2026Arch Capital Group edged lower in regular trading amid a wave of bullish analyst price target upgrades, as multiple firms — including Wells Fargo (raised to $114, Overweight), UBS (raised to $120, Buy), Mizuho (raised to $104), and Jefferies (raised to $107) — lifted their targets ahead of the company's Q2 earnings report scheduled for July 28. The analyst consensus stands at an average target of ~$109, reflecting confidence in Arch's strategic momentum, including recent senior leadership promotions across its reinsurance divisions and a $2 billion senior notes offering completed earlier this month.

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July 10, 2026Arch Capital Group closed modestly lower amid a broader market selloff triggered by renewed Middle East tensions, as President Trump declared the U.S.-Iran ceasefire "over" and oil surged over 4%. The day's narrative was dominated by a wave of bullish analyst activity: UBS raised its price target to $120 (Buy), Wells Fargo lifted its target to $114 (Overweight), and Mizuho nudged its target to $104, while Arch Reinsurance Group also announced key leadership promotions — all reinforcing confidence in the company's underwriting discipline and diversified specialty insurance platform heading into Q2 earnings season.

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July 8, 2026Arch Capital Group edged lower as broader risk-off sentiment weighed on financial stocks after President Trump declared the Iran ceasefire 'over,' sending oil prices surging more than 5% and rattling global markets. Despite the macro headwind, bullish analyst activity remained a tailwind: UBS raised its price target to $120 from $114 (maintaining Buy) and Morgan Stanley lifted its target to $110 from $105, while the company's recent leadership promotions—Jerome Halgan as CEO of Global Reinsurance and Michael Schmeiser as CEO of Global Mortgage—reinforced investor confidence ahead of a late-July earnings release.

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Simply Wall Street · July 14, 2026How Investors Are Reacting To Arch Capital Group (ACGL) Expanding Transactional Liability Amid Softer Earnings ForecastsMoomoo · July 6, 2026Morgan Stanley Maintains Arch Capital(ACGL.US) With Buy Rating, Raises Target Price to $110Simply Wall Street · July 5, 2026How Arch Capital’s Leadership Shake-Up and Analyst Optimism Could Impact Arch Capital Group (ACGL) InvestorsStock Titan · June 16, 2026Arch Capital debt tender: $218,712,000 of 2043s, $199,139,000 of 2046sInvesting.com · April 29, 2026Arch Capital Q1 2026 presentation: 25-year milestone amid mixed resultsBusiness Wire · February 9, 2026Arch Capital Group Ltd. Reports 2025 Fourth Quarter Results
Mt Newswire · July 15, 2026BofA Securities Adjusts Arch Capital Price Target to $126 From $122, Maintains Buy Rating
Mt Newswire · July 10, 2026Jefferies Adjusts Price Target on Arch Capital Group to $107 From $106
Benzinga · July 9, 2026Wells Fargo Maintains Overweight on Arch Capital Group, Raises Price Target to $114
Mt Newswire · July 9, 2026Mizuho Securities Adjusts Arch Capital Price Target to $104 From $101
Mt Newswire · July 9, 2026Wells Fargo Adjusts Price Target on Arch Capital to $114 From $110
Benzinga · July 8, 2026UBS Maintains Buy on Arch Capital Group, Raises Price Target to $120
Mt Newswire · July 8, 2026UBS Adjusts Price Target on Arch Capital Group to $120 From $114, Maintains Buy Rating
Mt Newswire · July 8, 2026UBS Adjusts Price Target on Arch Capital to $120 From $114

Peers

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