Arch Capital Group Ltd.

Informe acción NasdaqGS:ACGL

Capitalización de mercado: US$33.5b

Arch Capital Group Crecimiento futuro

Future controles de criterios 0/6

Se prevé que los ingresos y los beneficios de Arch Capital Group disminuyan a un ritmo anual de 5.6% y 10.7% respectivamente. Se espera que el BPA disminuya en un 7.4% al año. Se prevé que la rentabilidad financiera sea de 13.5% en 3 años.

Información clave

-10.7%

Tasa de crecimiento de los beneficios

-7.38%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Insurance2.0%
Tasa de crecimiento de los ingresos-5.6%
Rentabilidad financiera futura13.54%
Cobertura de analistas

Good

Última actualización18 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha • Apr 29

Arch Capital: Shrewd Capital Allocation And Underwriting Deliver In Q1

Summary Arch Capital Group maintains a disciplined underwriting approach, prioritizing margin preservation over growth amid pressured pricing environments. Q1 results reflect solid underwriting profitability, with an 81.7% combined ratio and $200 million in favorable reserve developments, underscoring conservative risk management. ACGL is aggressively repurchasing shares, with $783 million in Q3 buybacks and a projected $1.5–$2 billion for the year, enhancing EPS accretion. I reiterate a "Buy" rating on ACGL, targeting $9.35–$9.55 EPS and a potential re-rating to 12x earnings, or approximately $110 per share. Read the full article on Seeking Alpha
Actualización de narrativa • Apr 09

ACGL: Share Repurchases And Strong Margins Will Drive Future Returns

Narrative Update on Arch Capital Group The updated analyst fair value estimate for Arch Capital Group has increased by about $3 to $109.84. Analysts attribute this change to slightly higher expected profitability, a modestly higher discount rate, and a lower future P/E following recent price target increases across several research firms.
Actualización de narrativa • Dec 17

ACGL: Strong Underwriting Margins And Investment Income Will Drive Future Returns

Analysts have modestly lifted their price expectations for Arch Capital Group, with the average target moving higher by about $2 to $3 per share, as they balance expectations for slowing top line growth with resilient underwriting margins and stronger net investment income. Analyst Commentary Street research continues to lean positive on Arch Capital, with multiple firms nudging price targets higher while acknowledging that the underwriting cycle is entering a more challenging phase.
Actualización de narrativa • Dec 03

ACGL: Strong Underwriting Margins And Investment Income Will Support Future Performance

The analyst price target for Arch Capital Group has edged higher by approximately $0.09 per share to about $107.56, as analysts cite resilient underwriting margins, growing investment income, and a relatively benign catastrophe backdrop, which partly offsets expectations for slower top line growth and a softening P&C cycle. Analyst Commentary Bullish analysts highlight Arch Capital as a relative winner in a moderating property and casualty cycle, pointing to its durable underwriting discipline and growing investment income as key supports for earnings quality.
Actualización de narrativa • Nov 05

ACGL: Calm Hurricane Season Will Support Earnings Resilience Ahead

Analysts have slightly adjusted their price target for Arch Capital Group upward, citing stable industry conditions and a resilient earnings outlook. The consensus fair value estimate has moved from $108.31 to $107.47.
Seeking Alpha • Apr 11

Arch Capital Group: Solid Insurer At A Bargain Price

Summary Arch Capital Group is a large-cap, diversified insurance firm that has consistently grown book value and subsequent market price over the past decade. The management team at ACGL is highly experienced, now led by its long-term chief underwriter. Factors currently suppressing ACGL's market price are likely temporary headwinds. Compared against its peer group and its own historical price and performance, ACGL is significantly undervalued. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

Arch Capital: Attractive Even With Elevated Cat Losses In 2025

Summary Arch Capital's stock has been volatile, impacted by California wildfire losses, but core business performance remains strong with solid premium growth expected in 2025. The company faces headwinds from tax law changes and potential catastrophe losses, but reinsurance rate hikes and higher investment income offer upside. Arch's diverse portfolio, conservative investment strategy, and strategic capital deployment position it well for long-term profitability, despite near-term challenges. With nearly 20% upside potential and limited exposure to tariffs or recession, Arch Capital remains an attractive buy in an uncertain market. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

Arch Capital Group: Recent Price Weakness Is A Buying Opportunity

Summary Arch Capital Group Ltd.'s recent share price weakness presents a buying opportunity due to its strong fundamentals and impressive growth history in the insurance industry. The company excels in P&C insurance and reinsurance, with a well-diversified business and a conservative risk management approach, leading to robust profitability. Arch's recent acquisition of Allianz’s U.S. commercial middle market and entertainment business enhances its diversification and scale, despite some integration risks. ACGL stock's valuation at 1.6x book value is attractive, given its high ROE and solid fundamentals, suggesting a potential upside of around 25%. Read the full article on Seeking Alpha
Seeking Alpha • Nov 03

Arch Capital: Hurricane Fears And M&A Concerns Are Likely Overdone

Summary Arch delivered solid Q3 results but concerns about its Allianz unit acquisition have weighed on shares. Q3 earnings were reduced by cat losses, with more losses likely in Q4, but given its diverse exposures, Arch remains profitable even during hurricanes. Recent management change has added to uncertainty, but its emphasis on strong underwriting remains in place. At less than 11x earnings, shares are attractive and can recover towards $108. Read the full article on Seeking Alpha
Seeking Alpha • Oct 16

Arch Capital: Navigating Insurance Cycles With Strong Pricing Power

Summary The U.S. property and casualty market is projected to grow at a 6.4% CAGR from 2024 to 2030, favoring Arch's diversified portfolio. In Q2 2024, ACGL's mortgage insurance segment maintained high credit quality, with 69.5% of new loans having FICO scores above 740. A 50-basis-point drop in interest rates could increase the Company's fixed-income portfolio by approximately $378 million. Arch Capital's forward P/E ratio is expected to decline to 11.78 by 2026, signaling an earnings growth potential. Read the full article on Seeking Alpha
Seeking Alpha • Jul 31

Arch Capital: Another Quarter Of Excellent Underwriting Creates Further Upside Potential

Summary Arch Capital Group shares have risen 26% over the past year but pulled back recently due to declining interest rates. Q2 results exceeded expectations, with strong underwriting results and solid segment performance, as the company continues to benefit from high home prices. Investment income is likely to rise over the next year as low-yielding securities mature. With favorable tailwinds, a diversifying business, and strong underwriting, Arch continues to be attractive. Read the full article on Seeking Alpha
Seeking Alpha • Jul 22

Arch Capital: New Trend At Play

Summary An economic/market outlook not factoring in the potential impacts of the U.S. budget deficit is not credible in my opinion. Macroeconomic factors are underpinning higher interest rates, which is fueling a new long-term price channel for Property & Casualty insurers. Arch Capital takes a diversified, growth-oriented approach. Its management team has proven itself over a long tenure of strong underwriting results. My price target on Arch is $118 looking out 12 to 16 months, which is a 23% upside. Using a more bullish target multiple of 12.5 presents a 45% upside. Read the full article on Seeking Alpha
Seeking Alpha • May 22

Arch Capital: Multiple Positives Could Drive The Stock Higher

Summary Arch Capital Group has a strong management team with effective strategies to drive growth. Arch Capital Group's business is diversified through many different lines of insurance. Strong book value growth is likely to drive strong stock performance in 2024. Read the full article on Seeking Alpha
Seeking Alpha • May 01

Arch Capital: Solid Underwriting Drives A Strong Q1

Summary Arch Capital reported solid Q1 results, with adjusted EPS beating expectations and net premiums written rising by 19.3%. The company's insurance unit saw growth in written premiums but a decrease in underwriting income due to the Baltimore bridge collapse. Arch's reinsurance unit experienced strong growth in premiums and underwriting income, with a decrease in the combined ratio, aided by higher prices. Its Allianz unit acquisition should help further diversify the business and reduce hurricane risk. Read the full article on Seeking Alpha
Seeking Alpha • Feb 08

Arch Capital: Record High P/B Is Too Rich

Summary Arch Capital is a multinational insurer with strong operating results and a bold rally in its stock price in 2023. The company's business model focuses on specialty insurance, with a diversified set of income streams that protect against cyclicality and high claims. ACGL has a strong balance sheet and a history of positive earnings growth, but the current stock price is overvalued, making it a sell. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:ACGL - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202817,1743,651N/A6,3773
12/31/202716,6643,561N/A6,2127
12/31/202616,3383,436N/A5,5687
3/31/202619,7774,8325,8595,902N/A
12/31/202519,9294,3596,1286,172N/A
9/30/202519,5434,0566,2956,341N/A
6/30/202519,1563,6946,1276,173N/A
3/31/202518,1723,7266,5226,567N/A
12/31/202417,4404,2726,6226,673N/A
9/30/202416,8675,6716,7126,765N/A
6/30/202415,4745,4066,6656,717N/A
3/31/202414,4074,8086,2946,350N/A
12/31/202313,6344,4035,6975,749N/A
9/30/202312,7302,9285,0165,066N/A
6/30/202311,7872,2224,4234,476N/A
3/31/202310,8391,9554,1774,227N/A
12/31/20229,6131,4363,7663,816N/A
9/30/20228,8551,2003,5903,634N/A
6/30/20228,5701,5823,2283,269N/A
3/31/20228,9261,8523,1773,217N/A
12/31/20219,2482,0943,3843,425N/A
9/30/20219,3132,0133,1353,183N/A
6/30/20219,5242,0333,1323,177N/A
3/31/20219,2491,6582,9953,039N/A
12/31/20208,5091,3642,8472,887N/A
9/30/20207,8761,1472,8002,837N/A
6/30/20207,2471,1202,6182,658N/A
3/31/20206,7311,2902,3872,424N/A
12/31/20196,9261,595N/A2,048N/A
9/30/20196,5371,405N/A1,981N/A
6/30/20196,2581,240N/A1,775N/A
3/31/20195,8891,014N/A1,395N/A
12/31/20185,451714N/A1,559N/A
9/30/20185,520791N/A1,155N/A
6/30/20185,595521N/A1,058N/A
3/31/20185,592462N/A1,311N/A
12/31/20175,627567N/A1,095N/A
9/30/20175,194425N/A1,420N/A
6/30/20174,912726N/A1,389N/A
3/31/20174,696757N/A1,258N/A
12/31/20164,464665N/A1,377N/A
9/30/20164,377655N/A1,227N/A
6/30/20164,112483N/A1,154N/A
3/31/20163,941387N/A1,235N/A
12/31/20153,937516N/A998N/A
9/30/20154,049672N/A1,045N/A
6/30/20154,109821N/A969N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que los beneficios de ACGL disminuyan en los próximos 3 años (-10.7% al año).

Beneficios vs. Mercado: Se prevé que los beneficios de ACGL disminuyan en los próximos 3 años (-10.7% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de ACGL disminuyan en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos de ACGL disminuyan en los próximos 3 años (-5.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos de ACGL disminuyan en los próximos 3 años (-5.6% al año).

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de ACGL sea baja dentro de 3 años (13.5%).

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/25 22:33
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Arch Capital Group Ltd. está cubierta por 31 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Taylor ScottBarclays
Jay GelbBarclays
Michael ZaremskiBMO Capital Markets Equity Research