The Analyst Verdict: Arch Capital Group In The Eyes Of 9 Experts

9 analysts have shared their evaluations of Arch Capital Group (NASDAQ:ACGL) during the recent three months, expressing a mix of bullish and bearish perspectives.

The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.

	Bullish	Somewhat Bullish	Indifferent	Somewhat Bearish	Bearish
Total Ratings	2	4	3	0	0
Last 30D	0	0	1	0	0
1M Ago	0	1	0	0	0
2M Ago	1	3	1	0	0
3M Ago	1	0	1	0	0

Insights from analysts' 12-month price targets are revealed, presenting an average target of $109.56, a high estimate of $125.00, and a low estimate of $93.00. Observing a 0.21% increase, the current average has risen from the previous average price target of $109.33.

Analyzing Analyst Ratings: A Detailed Breakdown

The analysis of recent analyst actions sheds light on the perception of Arch Capital Group by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst	Analyst Firm	Action Taken	Rating	Current Price Target	Prior Price Target
Yaron Kinar	Jefferies	Lowers	Hold	$100.00	$106.00
Michael Phillips	Morgan Stanley	Raises	Overweight	$110.00	$105.00
Meyer Shields	Keefe, Bruyette & Woods	Raises	Outperform	$113.00	$104.00
Elyse Greenspan	Wells Fargo	Raises	Overweight	$108.00	$106.00
Matthew Carletti	JMP Securities	Maintains	Market Outperform	$125.00	$125.00
Alex Scott	Barclays	Lowers	Equal-Weight	$93.00	$100.00
Yaron Kinar	Jefferies	Raises	Buy	$106.00	$105.00
Brian Meredith	UBS	Lowers	Buy	$124.00	$127.00
Jimmy Bhullar	JP Morgan	Raises	Neutral	$107.00	$106.00

Key Insights:

• Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Arch Capital Group. This information offers a snapshot of how analysts perceive the current state of the company.
• Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Arch Capital Group compared to the broader market.
• Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Arch Capital Group's stock. This comparison reveals trends in analysts' expectations over time.

Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Arch Capital Group's market standing. Stay informed and make well-considered decisions with our Ratings Table.

Stay up to date on Arch Capital Group analyst ratings.

Delving into Arch Capital Group's Background

Arch Capital Group Ltd is a Bermuda company that writes insurance and reinsurance with operations in the United States, Canada, Europe, Australia, and the United Kingdom. The business operates through three underwriting segments: insurance, reinsurance, and mortgage. The insurance segment provides specialty risk solutions to clients across various industries. The reinsurance segment provides reinsurance services which cover property catastrophe, property, liability, marine, aviation and space, trade credit and surety, agriculture, accident, life and health, and political risk. The mortgage business provides risk management and risk financing products to the mortgage insurance sectors through platforms in the U.S., Europe and Bermuda.

Financial Milestones: Arch Capital Group's Journey

Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.

Revenue Growth: Arch Capital Group's revenue growth over a period of 3M has been noteworthy. As of 31 March, 2025, the company achieved a revenue growth rate of approximately 18.41%. This indicates a substantial increase in the company's top-line earnings. When compared to others in the Financials sector, the company excelled with a growth rate higher than the average among peers.

Net Margin: Arch Capital Group's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 12.28% net margin, the company effectively manages costs and achieves strong profitability.

Return on Equity (ROE): Arch Capital Group's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 2.77%, the company may face hurdles in generating optimal returns for shareholders.

Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 0.77%, the company showcases effective utilization of assets.

Debt Management: With a below-average debt-to-equity ratio of 0.13, Arch Capital Group adopts a prudent financial strategy, indicating a balanced approach to debt management.

Analyst Ratings: Simplified

Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.

Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.

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This article was generated by Benzinga's automated content engine and reviewed by an editor.