ARCH CAPITAL GROUP ($ACGL) posted quarterly earnings results for Q1 2026 on Tuesday, April 28th. The company reported earnings of $2.50 per share, missing estimates of $2.53 by $0.03. The company also reported revenue of $4,389,000,000, missing estimates of $4,705,103,940 by $-316,103,940.
Stock price change since market close: -1.5%
You can see Quiver Quantitative's $ACGL stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
ARCH CAPITAL GROUP Insider Trading Activity
ARCH CAPITAL GROUP insiders have traded $ACGL stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $ACGL stock by insiders over the last 6 months:
- JOHN M PASQUESI has made 0 purchases and 3 sales selling 212,666 shares for an estimated $19,970,730.
- MAAMOUN RAJEH (President, Arch Capital Group) sold 47,430 shares for an estimated $4,558,857
- NICOLAS PAPADOPOULO (CEO) sold 21,930 shares for an estimated $2,112,062
- FRANCOIS MORIN (EVP AND CFO) sold 8,000 shares for an estimated $756,996
- DAVID GANSBERG (President, Arch Capital Group) sold 5,907 shares for an estimated $569,266
- BRIAN S POSNER sold 3,000 shares for an estimated $51,344
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
ARCH CAPITAL GROUP Hedge Fund Activity
We have seen 448 institutional investors add shares of ARCH CAPITAL GROUP stock to their portfolio, and 398 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 10,181,818 shares (-76.4%) from their portfolio in Q4 2025, for an estimated $976,639,982
- EGERTON CAPITAL (UK) LLP removed 3,507,882 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $336,476,041
- FIRST TRUST ADVISORS LP removed 2,209,662 shares (-77.9%) from their portfolio in Q4 2025, for an estimated $211,950,779
- AQR CAPITAL MANAGEMENT LLC added 1,730,487 shares (+184.1%) to their portfolio in Q4 2025, for an estimated $165,988,313
- JPMORGAN CHASE & CO removed 1,449,531 shares (-17.7%) from their portfolio in Q4 2025, for an estimated $139,039,013
- MANUFACTURERS LIFE INSURANCE COMPANY, THE removed 1,431,299 shares (-71.4%) from their portfolio in Q4 2025, for an estimated $137,290,200
- UBS GROUP AG removed 1,136,106 shares (-41.5%) from their portfolio in Q4 2025, for an estimated $108,975,287
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
ARCH CAPITAL GROUP Analyst Ratings
Wall Street analysts have issued reports on $ACGL in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Sell" rating on 01/08/2026
- RBC Capital issued a "Outperform" rating on 11/25/2025
- Morgan Stanley issued a "Overweight" rating on 11/17/2025
To track analyst ratings and price targets for ARCH CAPITAL GROUP, check out Quiver Quantitative's $ACGL forecast page.
ARCH CAPITAL GROUP Price Targets
Multiple analysts have issued price targets for $ACGL recently. We have seen 13 analysts offer price targets for $ACGL in the last 6 months, with a median target of $109.0.
Here are some recent targets:
- Jimmy Bhullar from JP Morgan set a target price of $110.0 on 04/20/2026
- Alex Scott from Barclays set a target price of $106.0 on 04/08/2026
- Meyer Shields from Keefe, Bruyette & Woods set a target price of $105.0 on 04/07/2026
- Ryan Tunis from Cantor Fitzgerald set a target price of $100.0 on 02/17/2026
- Brian Meredith from UBS set a target price of $114.0 on 02/17/2026
- Matthew Heimermann from Citigroup set a target price of $120.0 on 02/13/2026
- Yaron Kinar from Mizuho set a target price of $102.0 on 02/12/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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