ACGL
ARCH CAPITAL GROUP LTD.
$91.19
+3.23%
$31.9B
No data for this timeframe.
Vol
Market Cap$31.9B
Cap SizeLarge Cap
Analyst ConsensusBuy (61%)
Insider Activity1B / 6S
Insider Net $-$6.9M
Reddit Sentiment60° Warm
SEC Reports1
Recent Activity
Jun 3, 2026
Insider
Posner Brian S sold 3,000 shares
Director @ $19.66 ($59.0K)
Jun 3, 2026
short_volume
Short Volume: ACGL — 60.5% short (0.5M / 0.7M)
Short: 453,359 | Exempt: 2,932 | TRF Vol: 749,746 | Short Ratio: 60.5% | Off-exchange volume (dark p
May 11, 2026
Insider
Posner Brian S sold 2,000 shares
Director @ $17.14 ($34.3K)
May 5, 2026
Insider
PASQUESI JOHN M sold 2,071 shares
Director @ $0.00 ($0.00)
Mar 24, 2026
SEC
Analysis based on filing metadata only — document content was unavailable
DEFA14A — Impact 2/10
Price Targets
$108.92
+19.4% upside
Buy
Current $91.19
Low $93.00
Median $110.00
High $125.00
19 analysts
$93.00
$125.00
Analyst Ratings
6Strong Buy
11Buy
10Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 5, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
| May 5, 2026 | Mizuho | MAINTAIN | Neutral → Neutral |
| Apr 30, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Apr 30, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Apr 20, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.40 ▼ -3.2% | $2.04 — $2.68 | -7% YoY | 19 |
| Next Q | $1.85 ▼ -1.7% | $1.59 — $2.23 | -33% YoY | 19 |
| Current FY | $9.27 ▼ -1.1% | $8.90 — $9.60 | -6% YoY | 20 |
| Next FY | $9.90 ▼ -1.8% | $9.25 — $11.08 | 7% YoY | 20 |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | Posner Brian | SELL | $59.0K |
| May 11, 2026 | Posner Brian | SELL | $34.3K |
| May 5, 2026 | PASQUESI JOHN | A | $0.00 |
| May 5, 2026 | BUNCE JOHN | A | $0.00 |
| May 5, 2026 | Ebong Francis | A | $0.00 |
Reddit Sentiment
60°
Warm
Bearish
Neutral
Bullish
No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.
16 unique insiders with 7 transactions. Net insider value: -$6.9M ($498.7K bought, $7.4M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | Posner Brian S | Director | SELL | 3,000 | $19.66 | $59.0K |
| May 11, 2026 | Posner Brian S | Director | SELL | 2,000 | $17.14 | $34.3K |
| May 5, 2026 | PASQUESI JOHN M | Director | A | 2,071 | $0.00 | $0.00 |
| May 5, 2026 | BUNCE JOHN L JR | Director | A | 2,071 | $0.00 | $0.00 |
| May 5, 2026 | Ebong Francis | Director | A | 2,071 | $0.00 | $0.00 |
| May 5, 2026 | Goodman Laurie | Director | A | 2,071 | $0.00 | $0.00 |
| May 5, 2026 | Houston Daniel Joseph | Director | A | 2,071 | $0.00 | $0.00 |
| May 5, 2026 | KILCOYNE MOIRA A. | Director | A | 2,071 | $0.00 | $0.00 |
| May 5, 2026 | MALLESCH EILEEN A | Director | A | 2,071 | $0.00 | $0.00 |
| May 5, 2026 | MOCZARSKI ALEXANDER S | Director | A | 2,071 | $0.00 | $0.00 |
| May 5, 2026 | Posner Brian S | Director | A | 2,071 | $0.00 | $0.00 |
| May 5, 2026 | Triplett Neal F | Director | A | 2,071 | $0.00 | $0.00 |
| Apr 30, 2026 | Houston Daniel Joseph | Director | BUY | 5,300 | $94.09 | $498.7K |
| Mar 11, 2026 | Posner Brian S | Director | SELL | 3,000 | $17.12 | $51.3K |
| Mar 10, 2026 | Gansberg David | President, Arch Capital Group | SELL | 5,907 | $96.37 | $569.3K |
| Mar 10, 2026 | Papadopoulo Nicolas | CEO | SELL | 21,930 | $96.31 | $2.1M |
| Mar 10, 2026 | Papadopoulo Nicolas | CEO | M | 21,930 | $0.00 | $0.00 |
| Mar 10, 2026 | Papadopoulo Nicolas | CEO | M | 21,930 | $18.90 | $414.5K |
| Mar 10, 2026 | Gansberg David | President, Arch Capital Group | M | 10,770 | $18.90 | $203.6K |
| Mar 10, 2026 | Gansberg David | President, Arch Capital Group | M | 10,770 | $0.00 | $0.00 |
| Mar 4, 2026 | Gansberg David | President, Arch Capital Group | F | 12,519 | $98.42 | $1.2M |
| Mar 4, 2026 | Rajeh Maamoun | President, Arch Capital Group | G | 40,600 | $0.00 | $0.00 |
| Mar 4, 2026 | PETRILLO LOUIS T | Officer of Subsidiary | F | 8,030 | $98.42 | $790.3K |
| Mar 3, 2026 | Todd Christine | Chief Investment Officer | A | 3,981 | $0.00 | $0.00 |
| Mar 3, 2026 | Todd Christine | Chief Investment Officer | A | 14,238 | $0.00 | $0.00 |
| Mar 3, 2026 | Gansberg David | President, Arch Capital Group | A | 24,475 | $0.00 | $0.00 |
| Mar 3, 2026 | Morin Francois | CFO and Treasurer | A | 19,061 | $0.00 | $0.00 |
| Mar 3, 2026 | Rajeh Maamoun | President, Arch Capital Group | A | 24,475 | $0.00 | $0.00 |
| Mar 3, 2026 | Morin Francois | CFO and Treasurer | A | 5,329 | $0.00 | $0.00 |
| Mar 3, 2026 | PETRILLO LOUIS T | Officer of Subsidiary | A | 2,889 | $0.00 | $0.00 |
| Mar 3, 2026 | Gansberg David | President, Arch Capital Group | A | 6,843 | $0.00 | $0.00 |
| Mar 3, 2026 | Papadopoulo Nicolas | CEO | A | 21,318 | $0.00 | $0.00 |
| Mar 3, 2026 | Papadopoulo Nicolas | CEO | A | 76,243 | $0.00 | $0.00 |
| Mar 3, 2026 | PETRILLO LOUIS T | Officer of Subsidiary | A | 10,331 | $0.00 | $0.00 |
| Mar 3, 2026 | Rajeh Maamoun | President, Arch Capital Group | A | 6,843 | $0.00 | $0.00 |
| Feb 27, 2026 | Gansberg David | President, Arch Capital Group | F | 553 | $100.15 | $55.4K |
| Feb 27, 2026 | PETRILLO LOUIS T | Officer of Subsidiary | F | 312 | $100.15 | $31.2K |
| Feb 24, 2026 | Gansberg David | President, Arch Capital Group | F | 509 | $99.18 | $50.5K |
| Feb 24, 2026 | Morin Francois | CFO and Treasurer | A | 27,432 | $0.00 | $0.00 |
| Feb 24, 2026 | Rajeh Maamoun | President, Arch Capital Group | A | 28,546 | $0.00 | $0.00 |
| Feb 24, 2026 | Papadopoulo Nicolas | CEO | A | 46,674 | $0.00 | $0.00 |
| Feb 24, 2026 | PETRILLO LOUIS T | Officer of Subsidiary | F | 412 | $99.18 | $40.9K |
| Feb 11, 2026 | Rajeh Maamoun | President, Arch Capital Group | M | 15,930 | $27.09 | $431.5K |
| Feb 11, 2026 | Rajeh Maamoun | President, Arch Capital Group | SELL | 47,430 | $96.12 | $4.6M |
| Feb 11, 2026 | Rajeh Maamoun | President, Arch Capital Group | M | 15,930 | $0.00 | $0.00 |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 2.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (61% buy). Based on 28 analysts: 6 strong buy, 11 buy, 10 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$108.92 mean target
+19.4% upside
Buy (2.25)
$93.00 Low
$125.00 High
| Metric | Value |
|---|---|
| Current Price | $91.19 |
| Target Low | $93.00 |
| Target Mean | $108.92 |
| Target Median | $110.00 |
| Target High | $125.00 |
| # Analysts | 19 |
| Recommendation | Buy (2.25) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.40 | $2.04 | $2.68 | -6.9% | -3.2% | 3↑ 12↓ | $4.3B | -1.4% | 19 |
| Next Q 2026-09-30 |
$1.85 | $1.59 | $2.23 | -33.1% | -1.7% | 5↑ 10↓ | $4.0B | 0.9% | 19 |
| Current FY 2026-12-31 |
$9.27 | $8.90 | $9.60 | -5.8% | -1.1% | 5↑ 14↓ | $16.3B | -0.8% | 20 |
| Next FY 2027-12-31 |
$9.90 | $9.25 | $11.08 | 6.8% | -1.8% | 3↑ 16↓ | $16.7B | 2.0% | 20 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.401 | |
| 7d ago | $2.406 | -0.005 |
| 30d ago | $2.480 | -0.079 |
| 60d ago | $2.489 | -0.088 |
| 90d ago | $2.497 | -0.096 |
11 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 5, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| May 5, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Apr 30, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Apr 30, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 20, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 8, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Feb 17, 2026 | UBS | MAINTAIN | Buy | Buy |
| Feb 17, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Feb 13, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Feb 12, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Feb 11, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 11, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 14, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Jan 8, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 8, 2026 | Goldman Sachs | MAINTAIN | Sell | Sell |
| Jan 7, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Jan 7, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jan 6, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Dec 16, 2025 | Mizuho | INITIATE | — | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 11 | 10 | 1 | 0 | 61% | |
| May 1, 2026 | 6 | 11 | 10 | 1 | 0 | 61% | |
| Apr 1, 2026 | 5 | 11 | 10 | 1 | 0 | 59% | |
| Mar 1, 2026 | 5 | 11 | 10 | 1 | 0 | 59% | |
| Feb 1, 2026 | 5 | 11 | 10 | 1 | 0 | 59% | |
| Jan 1, 2026 | 5 | 11 | 10 | 1 | 0 | 59% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
60°
Warm
Bearish
Neutral
Bullish
1 mentions
1 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 21, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
The Best Insurance Company for 2026(ACGL)
▲ 1
💬 1
⚡ 0.0
Jun 3, 2026
short_volume
Short Volume: ACGL — 60.5% short (0.5M / 0.7M)
Short: 453,359 | Exempt: 2,932 | TRF Vol: 749,746 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: ACGL — 69.2% short (0.5M / 0.7M)
Short: 517,581 | Exempt: 1,645 | TRF Vol: 748,393 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: ACGL — 66.3% short (0.5M / 0.7M)
Short: 493,021 | Exempt: 973 | TRF Vol: 743,485 | Short Ratio: 66.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: ACGL — 71.1% short (0.4M / 0.6M)
Short: 407,790 | Exempt: 0 | TRF Vol: 573,365 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: ACGL — 71.5% short (0.4M / 0.5M)
Short: 379,975 | Exempt: 7 | TRF Vol: 531,565 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: ACGL — 75.3% short (0.4M / 0.6M)
Short: 419,525 | Exempt: 213 | TRF Vol: 557,500 | Short Ratio: 75.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: ACGL — 61.2% short (0.3M / 0.6M)
Short: 341,235 | Exempt: 0 | TRF Vol: 557,740 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: ACGL — 2.8M shares, 59,082 trades
Week starting 2026-05-11. Total ATS volume: 2,792,418 shares across 59,082 trades.
May 6, 2026
short_volume
Short Volume: ACGL — 66.8% short (0.5M / 0.7M)
Short: 480,299 | Exempt: 316 | TRF Vol: 718,607 | Short Ratio: 66.8% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: ACGL — 59.1% short (0.5M / 0.8M)
Short: 456,217 | Exempt: 3,571 | TRF Vol: 772,318 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: ACGL — 55.2% short (0.4M / 0.7M)
Short: 411,210 | Exempt: 950 | TRF Vol: 745,279 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: ACGL — 2.2M shares, 51,764 trades
Week starting 2026-05-04. Total ATS volume: 2,155,010 shares across 51,764 trades.
May 1, 2026
short_volume
Short Volume: ACGL — 66.6% short (0.4M / 0.7M)
Short: 434,423 | Exempt: 26 | TRF Vol: 651,926 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: ACGL — 63.8% short (0.8M / 1.3M)
Short: 832,235 | Exempt: 483 | TRF Vol: 1,304,107 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
earnings_calendar
ACGL Q1 2026 Earnings After Market Close — 2026-04-28