ACGL

ARCH CAPITAL GROUP LTD.

Nasdaq · Fire, Marine & Casualty Insurance · CIK 0000947484

$91.66 +0.58% $32.0B

Insider Buying Cluster (2 insiders)

Vol

Market Cap$32.0B

Cap SizeLarge Cap

Analyst ConsensusBuy (61%)

Insider Activity1B / 6S

Insider Net $-$6.9M

Reddit Sentiment60° Warm

SEC Reports1

Exchange Nasdaq·Sector Fire, Marine & Casualty Insurance·CIK 0000947484·Prev Close $91.13

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 was granted 2,071 shares

Director

Mar 24, 2026 SEC

Analysis based on filing metadata only — document content was unavailable

DEFA14A — Impact 2/10

Price Targets

$108.71 +18.6% upside Buy

Current $91.66 Low $88.00 Median $110.00 High $125.00 19 analysts

$88.00 $125.00

Analyst Ratings

Buy61% buy · 28 analysts

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	$2.41	$2.04 — $2.68	-7% YoY	19
Next Q	$1.85	$1.59 — $2.23	-33% YoY	19
Current FY	$9.28	$8.90 — $9.70	-6% YoY	20
Next FY	$9.89	$9.15 — $11.08	7% YoY	20

Latest Reports

NEUTRAL DEFA14A 2/10

Analysis based on filing metadata only — document content was unavailable

Mar 24, 2026

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

1 mentions 1 bullish 0 bearish

∅

No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.

16 unique insiders with 42 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	AWARD	2,071	—	—
May 5, 2026	BUNCE JOHN L JR	Director	AWARD	2,071	—	—
May 5, 2026	Ebong Francis	Director	AWARD	2,071	—	—
May 5, 2026	Goodman Laurie	Director	AWARD	2,071	—	—
May 5, 2026	Houston Daniel Joseph	Director	AWARD	2,071	—	—
May 5, 2026	KILCOYNE MOIRA A.	Director	AWARD	2,071	—	—
May 5, 2026	MALLESCH EILEEN A	Director	AWARD	2,071	—	—
May 5, 2026	MOCZARSKI ALEXANDER S	Director	AWARD	2,071	—	—
May 5, 2026	Posner Brian S	Director	AWARD	2,071	—	—
May 5, 2026	Triplett Neal F	Director	AWARD	2,071	—	—
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	EXERCISE	21,930	$18.90	$414.5K
Mar 10, 2026	Gansberg David	President, Arch Capital Group	EXERCISE	10,770	$18.90	$203.6K
Mar 4, 2026	Gansberg David	President, Arch Capital Group	TAX W/H	12,519	$98.42	$1.2M
Mar 4, 2026	Rajeh Maamoun	President, Arch Capital Group	GIFT	40,600	—	—
Mar 4, 2026	PETRILLO LOUIS T	Officer of Subsidiary	TAX W/H	8,030	$98.42	$790.3K
Mar 3, 2026	Todd Christine	Chief Investment Officer	AWARD	3,981	—	—
Mar 3, 2026	Todd Christine	Chief Investment Officer	AWARD	14,238	—	—
Mar 3, 2026	Gansberg David	President, Arch Capital Group	AWARD	24,475	—	—
Mar 3, 2026	Morin Francois	CFO and Treasurer	AWARD	19,061	—	—
Mar 3, 2026	Rajeh Maamoun	President, Arch Capital Group	AWARD	24,475	—	—
Mar 3, 2026	Morin Francois	CFO and Treasurer	AWARD	5,329	—	—
Mar 3, 2026	PETRILLO LOUIS T	Officer of Subsidiary	AWARD	2,889	—	—
Mar 3, 2026	Gansberg David	President, Arch Capital Group	AWARD	6,843	—	—
Mar 3, 2026	Papadopoulo Nicolas	CEO	AWARD	21,318	—	—
Mar 3, 2026	Papadopoulo Nicolas	CEO	AWARD	76,243	—	—
Mar 3, 2026	PETRILLO LOUIS T	Officer of Subsidiary	AWARD	10,331	—	—
Mar 3, 2026	Rajeh Maamoun	President, Arch Capital Group	AWARD	6,843	—	—
Feb 27, 2026	Gansberg David	President, Arch Capital Group	TAX W/H	553	$100.15	$55.4K
Feb 27, 2026	PETRILLO LOUIS T	Officer of Subsidiary	TAX W/H	312	$100.15	$31.2K
Feb 24, 2026	Gansberg David	President, Arch Capital Group	TAX W/H	509	$99.18	$50.5K
Feb 24, 2026	Morin Francois	CFO and Treasurer	AWARD	27,432	—	—
Feb 24, 2026	Rajeh Maamoun	President, Arch Capital Group	AWARD	28,546	—	—
Feb 24, 2026	Papadopoulo Nicolas	CEO	AWARD	46,674	—	—
Feb 24, 2026	PETRILLO LOUIS T	Officer of Subsidiary	TAX W/H	412	$99.18	$40.9K
Feb 11, 2026	Rajeh Maamoun	President, Arch Capital Group	EXERCISE	15,930	$27.09	$431.5K
Feb 11, 2026	Rajeh Maamoun	President, Arch Capital Group	SELL	47,430	$96.12	$4.6M

1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 2.0/10.

NEUTRAL DEFA14A 2/10

Analysis based on filing metadata only — document content was unavailable

Mar 24, 2026

∅

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

$108.71 mean target +18.6% upside Buy (2.25)

$88.00 Low $125.00 High

Metric	Value
Current Price	$91.66
Target Low	$88.00
Target Mean	$108.71
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	$2.41	$2.04	$2.68	-6.7%	+0.1%	3↑ 12↓	$4.3B	-1.4%	19
Next Q 2026-09-30	$1.85	$1.59	$2.23	-33.1%	-0.4%	5↑ 10↓	$4.0B	0.9%	19
Current FY 2026-12-31	$9.28	$8.90	$9.70	-5.7%	-0.1%	5↑ 14↓	$16.3B	-0.8%	20
Next FY 2027-12-31	$9.89	$9.15	$11.08	6.6%	-0.4%	3↑ 16↓	$16.7B	2.0%	20

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$2.408
7d ago	$2.401	+0.007
30d ago	$2.406	+0.002
60d ago	$2.489	-0.081
90d ago	$2.489	-0.081

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	Buy %
Jun 1, 2026	6	11	10	1	61%
May 1, 2026	6	11	10	1	61%
Apr 1, 2026	5	11	10	1	59%
Mar 1, 2026	5	11	10	1	59%
Feb 1, 2026	5	11	10	1	59%
Jan 1, 2026	5	11	10	1	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

r/stocks Bearish 1mo ago

Arch Capital (ACGL), a $34B specialty insurer I've been researching. Here's my analysis.

▲ 1 💬 0 ⚡ 0.5

r/investing Neutral 1mo ago

Arch Capital (ACGL), a $34B specialty insurer I've been researching. Here's my analysis.

▲ 1 💬 0 ⚡ 0.5

r/stocks Bullish 1mo ago

They've compounded book value at 15% for 23 years, just bought back 5.6% of the company in one year, and the market still prices it at 1.5x

▲ 1 💬 0 ⚡ 0.5

r/investing Bullish 3mo ago

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 18, 2026

dark_pool

Dark Pool: ACGL — 2.5M shares, 62,613 trades

Week starting 2026-05-18. Total ATS volume: 2,522,089 shares across 62,613 trades.

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

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 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 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)