ACGL Stock - Arch Capital Group Ltd.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $16.93B | $13.29B | $9.66B | $8.92B | $8.29B |
| Gross Profit | $5.94B | $4.74B | $2.89B | $3.04B | $2.60B |
| Gross Margin | 35.1% | 35.6% | 29.9% | 34.0% | 31.3% |
| Operating Income | $4.47B | $3.11B | $1.37B | $1.74B | $1.41B |
| Net Income | $4.31B | $4.44B | $1.48B | $2.16B | $1.41B |
| Net Margin | 25.5% | 33.4% | 15.3% | 24.2% | 17.0% |
| EPS | $11.47 | $11.94 | $3.90 | $5.34 | $3.38 |
Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products worldwide. The company's Insurance segment offers primary and excess casualty coverages; loss sensitive primary casualty insurance programs; collateral protection, debt cancellation, and service contract reimbursement products; directors' and officers' liability, errors and omissions liability, employment practices and fiduciary liability, crime, professional indemnity, and other financial related coverages; medical professional and general liability insurance coverages; and workers' compensation and umbrella liability, as well as commercial automobile and inland marine products. It also provides property, energy, marine, and aviation insurance; travel insurance; accident, disability, and medical plan insurance coverages; captive insurance programs; employer's liability; and contract and commercial surety coverages. This segment markets its products through a group of licensed independent retail and wholesale brokers. Its Reinsurance segment provides casualty reinsurance for third party liability and workers' compensation exposures; marine and aviation; surety, accident and health, workers' compensation catastrophe, agriculture, trade credit, and political risk products; reinsurance protection for catastrophic losses, and personal lines and commercial property exposures; life reinsurance; casualty clash; and risk management solutions. This segment markets its reinsurance products through brokers. The company's Mortgage segment offers direct mortgage insurance and mortgage reinsurance. The company was incorporated in 1995 and is based in Pembroke, Bermuda.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 16th 2025 | Mizuho | Initiation | Neutral | $95 |
| November 25th 2025 | RBC Capital Mkts | Resumed | Outperform | $108 |
| October 14th 2025 | Goldman | Initiation | Sell | $88 |
| September 16th 2025 | Wolfe Research | Initiation | Peer Perform | - |
| August 13th 2025 | Cantor Fitzgerald | Initiation | Neutral | $98 |
| August 13th 2025 | Citigroup | Initiation | Buy | $113 |
| July 9th 2025 | Keefe Bruyette | Downgrade | Market Perform | $101 |
| June 10th 2025 | Jefferies | Downgrade | Hold | $100 |
| September 5th 2024 | Barclays | Initiation | Equal Weight | $120 |
| August 23rd 2024 | ROTH MKM | Reiterated | Buy | $125← $110 |
| January 10th 2024 | TD Cowen | Initiation | Outperform | $96 |
| December 14th 2023 | Evercore ISI | Initiation | In-line | $88 |
| November 22nd 2023 | Citigroup | Initiation | Neutral | $91 |
| October 5th 2023 | Deutsche Bank | Initiation | Buy | $81 |
| September 8th 2023 | Goldman | Initiation | Neutral | $80 |
Earnings History & Surprises
ACGLEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 27, 2026 | — | — | — | — |
Q1 2026 | Feb 9, 2026 | $2.34 | — | — | — |
Q4 2025 | Oct 27, 2025 | $2.26 | $2.77 | +22.6% | ✓ BEAT |
Q3 2025 | Jul 29, 2025 | $2.30 | $2.58 | +12.2% | ✓ BEAT |
Q2 2025 | Apr 29, 2025 | $1.32 | $1.54 | +16.7% | ✓ BEAT |
Q1 2025 | Feb 10, 2025 | $1.90 | $2.26 | +18.9% | ✓ BEAT |
Q4 2024 | Oct 30, 2024 | $1.96 | $1.99 | +1.5% | ✓ BEAT |
Q3 2024 | Jul 30, 2024 | $2.21 | $2.57 | +16.3% | ✓ BEAT |
Q2 2024 | Apr 29, 2024 | $2.10 | $2.45 | +16.7% | ✓ BEAT |
Q1 2024 | Feb 14, 2024 | $1.94 | $2.49 | +28.4% | ✓ BEAT |
Q4 2023 | Oct 30, 2023 | $1.61 | $2.31 | +43.5% | ✓ BEAT |
Q3 2023 | Jul 26, 2023 | $1.58 | $1.92 | +21.5% | ✓ BEAT |
Q2 2023 | Apr 26, 2023 | $1.45 | $1.73 | +19.3% | ✓ BEAT |
Q1 2023 | Feb 13, 2023 | $1.34 | $2.14 | +59.7% | ✓ BEAT |
Q4 2022 | Oct 26, 2022 | $0.24 | $0.28 | +16.7% | ✓ BEAT |
Q3 2022 | Jul 27, 2022 | $1.09 | $1.34 | +22.9% | ✓ BEAT |
Q2 2022 | Apr 27, 2022 | $1.13 | $1.10 | -2.7% | ✗ MISS |
Q1 2022 | Feb 9, 2022 | $1.00 | $1.27 | +27.0% | ✓ BEAT |
Q4 2021 | Oct 27, 2021 | $0.36 | $0.74 | +105.6% | ✓ BEAT |
Q3 2021 | Jul 28, 2021 | $0.90 | $1.00 | +11.1% | ✓ BEAT |
Latest News
Barclays Maintains Equal-Weight on Arch Capital Group, Raises Price Target to $104
📈 PositiveGoldman Sachs Maintains Sell on Arch Capital Group, Raises Price Target to $93
➖ NeutralEvercore ISI Group Maintains In-Line on Arch Capital Group, Raises Price Target to $100
📈 PositiveJP Morgan Maintains Neutral on Arch Capital Group, Raises Price Target to $117
➖ NeutralKeefe, Bruyette & Woods Maintains Market Perform on Arch Capital Group, Raises Price Target to $102
📈 PositiveMizuho Initiates Coverage On Arch Capital Group with Neutral Rating, Announces Price Target of $95
➖ NeutralRoth Capital Maintains Buy on Arch Capital Group, Lowers Price Target to $110
📈 PositiveRBC Capital Reinstates Outperform on Arch Capital Group, Announces $108 Price Target
📈 PositiveMorgan Stanley Maintains Overweight on Arch Capital Group, Raises Price Target to $110
📈 PositiveWells Fargo Maintains Overweight on Arch Capital Group, Lowers Price Target to $106
➖ NeutralArch Capital Non-GAAP EPS of $2.77 beats by $0.52
📈 PositiveArch Capital Group Q3 Adj. EPS $2.77 Beats $2.25 Estimate, Sales $4.285B Miss $4.446B Estimate
➖ NeutralGoldman Sachs Initiates Coverage On Arch Capital Group with Sell Rating, Announces Price Target of $88
📉 NegativeBarclays Maintains Equal-Weight on Arch Capital Group, Raises Price Target to $99
📈 PositiveWells Fargo Maintains Overweight on Arch Capital Group, Raises Price Target to $111
📈 PositiveWolfe Research Initiates Coverage On Arch Capital Group with Peer Perform Rating
➖ NeutralArch Capital Boosts Share Repurchase Program By $2B; ~$2.3B Of Share Repurchases Are Available Under The Program
📈 PositiveFrequently Asked Questions about ACGL
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