Arch Capital Group (ACGL) Stock Forecast, Price Target & Predictions
ACGL Stock Forecast
Arch Capital Group stock forecast is as follows: an average price target of $99.20 (represents a 3.65% upside from ACGL’s last price of $95.71) and a rating consensus of 'Buy', based on 13 wall street analysts offering a 1-year stock forecast.
ACGL Price Target
The average price target for Arch Capital Group (ACGL) is $99.20 based on 1-year price targets from 13 Wall Street analysts in the past 3 months, with a price target range of $120.00 to $44.00. This represents a potential 3.65% upside from ACGL's last price of $95.71.
ACGL Analyst Ratings
According to 13 Wall Street analysts, Arch Capital Group's rating consensus is 'Buy'. The analyst rating breakdown for ACGL stock is 0 'Strong Buy' (0.00%), 9 'Buy' (69.23%), 4 'Hold' (30.77%), 0 'Sell' (0.00%), and 0 'Strong Sell' (0.00%).
Arch Capital Group Price Target by Analyst
| Date | Analyst | Company | Price Target | Price when Published | Price Target/Price when Published | Price Target/Last Closing Price |
|---|---|---|---|---|---|---|
| Nov 06, 2024 | Michael Zaremski | Capital One Financial | $104.00 | $95.78 | 8.58% | 8.66% |
| Sep 10, 2024 | Michael Ward | Citigroup | $114.00 | $111.73 | 2.03% | 19.11% |
| Sep 04, 2024 | Alex Scott | Barclays | $120.00 | $113.32 | 5.89% | 25.38% |
| Aug 08, 2024 | Michael Zaremski | Capital One Financial | $98.00 | $97.68 | 0.33% | 2.39% |
| Jul 31, 2024 | Catherine Seifert | CFRA | $120.00 | $95.78 | 25.29% | 25.38% |
| Jul 31, 2024 | David Motemaden | Evercore ISI | $104.00 | $98.83 | 5.23% | 8.66% |
| May 01, 2024 | Elyse Greenspan | Wells Fargo | $110.00 | $93.54 | 17.60% | 14.93% |
| Apr 30, 2024 | Catherine Seifert | CFRA | $107.00 | $93.54 | 14.39% | 11.80% |
| Apr 30, 2024 | Cave Montazeri | Deutsche Bank | $110.00 | $90.59 | 21.43% | 14.93% |
| Apr 30, 2024 | Matthew Carletti | JMP Securities | $110.00 | $91.25 | 20.55% | 14.93% |
The latest Arch Capital Group stock forecast, released on Nov 06, 2024 by Michael Zaremski from Capital One Financial, set a price target of $104.00, which represents a 8.58% increase from the stock price at the time of the forecast ($95.78), and a 8.66% increase from ACGL last price ($95.71).
Arch Capital Group Price Target by Period
| 1M | 3M | 12M | |
|---|---|---|---|
| # Anlaysts | 1 | 3 | 10 |
| Avg Price Target | $104.00 | $112.67 | $109.70 |
| Last Closing Price | $95.71 | $95.71 | $95.71 |
| Upside/Downside | 8.66% | 17.72% | 14.62% |
In the current month, the average price target of Arch Capital Group stock is $104.00, according to 1 Wall Street analyst offering twelve months forecast. The average price target represents a 8.66% increase as opposed to Arch Capital Group's last price of $95.71. This month's average price target is down -7.70% compared to last quarter, and down -5.20% compared to last year.
Analyst Ratings Upgrades/Downgrades
| Date | Company | Previous Rating | New Rating | Rating Change |
|---|---|---|---|---|
| Oct 14, 2024 | Keefe, Bruyette & Woods | Outperform | Outperform | Hold |
| Oct 09, 2024 | Jefferies | Buy | Buy | Hold |
| Sep 20, 2024 | Cowen & Co. | Buy | Buy | Hold |
| Sep 10, 2024 | Citigroup | Neutral | Neutral | Hold |
| Sep 04, 2024 | Barclays | Overweight | Equal-Weight | Initialise |
| Aug 08, 2024 | BMO Capital | Market Perform | Market Perform | Hold |
| Aug 06, 2024 | Keefe, Bruyette & Woods | Outperform | Outperform | Hold |
| Jul 01, 2024 | Wells Fargo | Market Outperform | Market Outperform | Hold |
| Jul 01, 2024 | Deutsche Bank | Buy | Buy | Hold |
| Jun 04, 2024 | Wells Fargo | Market Outperform | Market Outperform | Hold |
Arch Capital Group's last stock rating was published by Keefe, Bruyette & Woods on Oct 14, 2024. The company gave ACGL a "Outperform" rating, the same as its previous rate.
Arch Capital Group Financial Forecast
Arch Capital Group Revenue Forecast
| Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jun 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | Jun 20 | Mar 20 | Dec 19 | Sep 19 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | $3.29B | $3.09B | $3.10B | $2.95B | $2.50B | $2.24B | $1.91B | $2.25B | $2.04B | $2.43B | $2.21B | $2.23B | $2.14B | $2.32B | $1.62B | $1.66B | $1.70B |
| Avg Forecast | $4.57B | $4.84B | $4.78B | $5.06B | $4.43B | $4.55B | $4.48B | $4.69B | $4.03B | $3.93B | $3.87B | $3.77B | $3.36B | $3.25B | $3.19B | $3.09B | $2.42B | $2.45B | $2.45B | $2.67B | $2.09B | $2.22B | $1.88B | $2.25B | $1.64B | $1.72B | $1.66B | $1.59B | $1.46B | $1.46B |
| High Forecast | $4.78B | $5.07B | $5.01B | $5.31B | $4.64B | $4.76B | $4.70B | $4.96B | $4.12B | $3.94B | $3.88B | $3.77B | $3.55B | $3.44B | $3.34B | $3.24B | $2.54B | $2.45B | $2.45B | $2.67B | $2.09B | $2.22B | $1.88B | $2.25B | $1.64B | $1.72B | $1.66B | $1.59B | $1.46B | $1.46B |
| Low Forecast | $4.25B | $4.50B | $4.45B | $4.71B | $4.13B | $4.23B | $4.17B | $4.43B | $3.93B | $3.92B | $3.86B | $3.77B | $3.26B | $3.14B | $2.97B | $2.88B | $2.25B | $2.45B | $2.45B | $2.67B | $2.09B | $2.22B | $1.88B | $2.25B | $1.64B | $1.72B | $1.66B | $1.59B | $1.46B | $1.46B |
| # Analysts | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 5 | 5 | 4 | 4 | 4 | 5 | 4 | 2 | 2 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | 3 | 3 | 3 | 2 | 2 |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.01% | 0.97% | 1.00% | 1.22% | 1.02% | 0.92% | 0.72% | 1.08% | 0.92% | 1.29% | 0.98% | 1.36% | 1.24% | 1.40% | 1.02% | 1.14% | 1.16% |
Arch Capital Group's average Quarter revenue forecast for Dec 23 based on 5 analysts is $3.36B, with a low forecast of $3.26B, and a high forecast of $3.55B. ACGL's average Quarter revenue forecast represents a 1.95% increase compared to the company's last Quarter revenue of $3.29B (Sep 23).
Arch Capital Group EBITDA Forecast
| Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jun 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | Jun 20 | Mar 20 | Dec 19 | Sep 19 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # Analysts | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 5 | 5 | 4 | 4 | 4 | 5 | 4 | 2 | 2 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | 3 | 3 | 3 | 2 | 2 |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | $818.00M | $753.00M | $834.00M | $978.03M | $91.17M | $486.67M | $267.29M | $723.05M | $477.39M | $777.65M | $529.76M | $635.22M | $500.80M | $372.58M | $221.25M | $406.81M | $481.90M |
| Avg Forecast | $1.05B | $1.11B | $1.10B | $1.16B | $1.02B | $1.04B | $1.03B | $1.08B | $924.13M | $901.02M | $888.30M | $311.22M | $770.35M | $745.68M | $731.74M | $282.93M | $600.42M | $451.34M | $450.91M | $257.21M | $384.24M | $408.46M | $345.60M | $364.95M | $301.22M | $316.70M | $305.16M | $211.19M | $268.88M | $269.11M |
| High Forecast | $1.10B | $1.16B | $1.15B | $1.22B | $1.07B | $1.09B | $1.08B | $1.14B | $945.98M | $903.34M | $890.77M | $373.47M | $814.43M | $789.08M | $766.82M | $339.51M | $720.50M | $451.34M | $450.91M | $308.65M | $384.24M | $408.46M | $345.60M | $437.94M | $301.22M | $316.70M | $305.16M | $253.43M | $268.88M | $269.11M |
| Low Forecast | $975.68M | $1.03B | $1.02B | $1.08B | $946.91M | $971.37M | $957.61M | $1.02B | $902.28M | $898.70M | $885.83M | $248.98M | $747.26M | $721.61M | $681.28M | $226.34M | $480.33M | $451.34M | $450.91M | $205.77M | $384.24M | $408.46M | $345.60M | $291.96M | $301.22M | $316.70M | $305.16M | $168.95M | $268.88M | $269.11M |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.10% | 1.03% | 2.95% | 1.63% | 0.20% | 1.08% | 1.04% | 1.88% | 1.17% | 2.25% | 1.45% | 2.11% | 1.58% | 1.22% | 1.05% | 1.51% | 1.79% |
5 analysts predict ACGL's average Quarter EBITDA for Dec 23 to be $770.35M, with a high of $814.43M and a low of $747.26M. This is -5.83% lower than Arch Capital Group's previous annual EBITDA (Sep 23) of $818.00M.
Arch Capital Group Net Income Forecast
| Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jun 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | Jun 20 | Mar 20 | Dec 19 | Sep 19 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # Analysts | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 5 | 5 | 4 | 4 | 4 | 5 | 4 | 2 | 2 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | 3 | 3 | 3 | 2 | 2 |
| Net Income | - | - | - | - | - | - | - | - | - | - | - | - | - | $723.00M | $671.00M | $715.00M | $859.69M | $9.75M | $404.34M | $195.80M | $583.03M | $419.94M | $675.49M | $438.16M | $543.54M | $419.04M | $298.82M | $144.12M | $326.38M | $392.45M |
| Avg Forecast | $1.01B | $710.18M | $1.01B | $999.92M | $916.96M | $654.49M | $944.15M | $930.38M | $721.57M | $765.01M | $847.10M | $227.98M | $775.21M | $616.27M | $616.39M | $207.25M | $517.55M | $75.95M | $414.76M | $188.41M | $381.23M | $135.91M | $322.89M | $301.84M | $144.90M | $60.32M | $-69.85M | $137.57M | $257.98M | $237.26M |
| High Forecast | $1.07B | $754.44M | $1.07B | $1.06B | $974.10M | $695.27M | $1.00B | $969.31M | $858.18M | $812.68M | $850.50M | $273.57M | $855.13M | $712.56M | $654.80M | $248.70M | $621.07M | $75.95M | $427.68M | $226.09M | $381.23M | $135.91M | $322.89M | $362.21M | $144.90M | $60.32M | $-69.85M | $165.08M | $257.98M | $237.26M |
| Low Forecast | $917.14M | $646.51M | $919.36M | $910.28M | $834.75M | $595.81M | $859.50M | $899.24M | $591.96M | $696.42M | $843.70M | $182.38M | $679.31M | $531.53M | $561.12M | $165.80M | $414.04M | $75.95M | $401.84M | $150.73M | $381.23M | $135.91M | $322.89M | $241.47M | $144.90M | $60.32M | $-69.85M | $110.05M | $257.98M | $237.26M |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.17% | 1.09% | 3.45% | 1.66% | 0.13% | 0.97% | 1.04% | 1.53% | 3.09% | 2.09% | 1.45% | 3.75% | 6.95% | -4.28% | 1.05% | 1.27% | 1.65% |
Arch Capital Group's average Quarter net income forecast for Dec 23 is $775.21M, with a range of $679.31M to $855.13M. ACGL's average Quarter net income forecast represents a 7.22% increase compared to the company's last Quarter net income of $723.00M (Sep 23).
Arch Capital Group SG&A Forecast
| Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jun 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | Jun 20 | Mar 20 | Dec 19 | Sep 19 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # Analysts | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 5 | 5 | 4 | 4 | 4 | 5 | 4 | 2 | 2 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | 3 | 3 | 3 | 2 | 2 |
| SG&A | - | - | - | - | - | - | - | - | - | - | - | - | - | $20.00M | $21.00M | $30.00M | $17.82M | $17.71M | $27.62M | $32.33M | $18.15M | $19.67M | $15.95M | $25.38M | $25.34M | $17.94M | $17.92M | $20.80M | $26.84M | $17.06M |
| Avg Forecast | $43.42M | $46.01M | $45.46M | $48.14M | $42.14M | $43.23M | $42.61M | $44.56M | $38.29M | $37.33M | $36.80M | $37.65M | $31.92M | $30.89M | $30.32M | $34.22M | $15.07M | $23.60M | $23.58M | $31.11M | $20.09M | $21.36M | $18.07M | $17.49M | $15.75M | $16.56M | $15.96M | $19.85M | $14.06M | $14.07M |
| High Forecast | $45.50M | $48.22M | $47.64M | $50.45M | $44.16M | $45.30M | $44.66M | $47.16M | $39.19M | $37.43M | $36.90M | $45.17M | $33.74M | $32.69M | $31.77M | $41.07M | $18.09M | $23.60M | $23.58M | $37.33M | $20.09M | $21.36M | $18.07M | $20.98M | $15.75M | $16.56M | $15.96M | $23.82M | $14.06M | $14.07M |
| Low Forecast | $40.42M | $42.84M | $42.33M | $44.82M | $39.23M | $40.24M | $39.67M | $42.16M | $37.38M | $37.23M | $36.70M | $30.12M | $30.96M | $29.90M | $28.23M | $27.38M | $12.06M | $23.60M | $23.58M | $24.89M | $20.09M | $21.36M | $18.07M | $13.99M | $15.75M | $16.56M | $15.96M | $15.88M | $14.06M | $14.07M |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.65% | 0.69% | 0.88% | 1.18% | 0.75% | 1.17% | 1.04% | 0.90% | 0.92% | 0.88% | 1.45% | 1.61% | 1.08% | 1.12% | 1.05% | 1.91% | 1.21% |
Arch Capital Group's average Quarter SG&A projection for Dec 23 is $31.92M, based on 5 Wall Street analysts, with a range of $30.96M to $33.74M. The forecast indicates a 59.58% rise compared to ACGL last annual SG&A of $20.00M (Sep 23).
Arch Capital Group EPS Forecast
| Dec 26 | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 | Mar 24 | Dec 23 | Sep 23 | Jun 23 | Mar 23 | Dec 22 | Sep 22 | Jun 22 | Mar 22 | Dec 21 | Sep 21 | Jun 21 | Mar 21 | Dec 20 | Sep 20 | Jun 20 | Mar 20 | Dec 19 | Sep 19 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # Analysts | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 5 | 5 | 4 | 4 | 4 | 5 | 4 | 2 | 2 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | 3 | 3 | 3 | 2 | 2 |
| EPS | - | - | - | - | - | - | - | - | - | - | - | - | - | $1.93 | $1.79 | $1.92 | $2.32 | $0.03 | $1.07 | $0.50 | $1.54 | $1.00 | $1.67 | $1.07 | $1.32 | $1.01 | $0.72 | $0.33 | $0.78 | $0.95 |
| Avg Forecast | $2.64 | $1.86 | $2.64 | $2.62 | $2.40 | $1.71 | $2.47 | $2.43 | $1.89 | $2.00 | $2.22 | $2.09 | $2.03 | $1.61 | $1.61 | $1.45 | $1.34 | $0.20 | $1.09 | $1.06 | $1.00 | $0.36 | $0.85 | $0.46 | $0.38 | $0.16 | $-0.18 | $0.48 | $0.68 | $0.62 |
| High Forecast | $2.80 | $1.97 | $2.81 | $2.78 | $2.55 | $1.82 | $2.62 | $2.54 | $2.24 | $2.13 | $2.22 | $2.09 | $2.24 | $1.86 | $1.71 | $1.46 | $1.42 | $0.20 | $1.12 | $1.06 | $1.00 | $0.36 | $0.85 | $0.46 | $0.38 | $0.16 | $-0.18 | $0.48 | $0.68 | $0.62 |
| Low Forecast | $2.40 | $1.69 | $2.40 | $2.38 | $2.18 | $1.56 | $2.25 | $2.35 | $1.55 | $1.82 | $2.21 | $2.09 | $1.78 | $1.39 | $1.47 | $1.44 | $1.22 | $0.20 | $1.05 | $1.06 | $1.00 | $0.36 | $0.85 | $0.46 | $0.38 | $0.16 | $-0.18 | $0.48 | $0.68 | $0.62 |
| Surprise % | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.20% | 1.11% | 1.32% | 1.74% | 0.13% | 0.98% | 0.47% | 1.54% | 2.81% | 1.97% | 2.35% | 3.48% | 6.39% | -3.93% | 0.68% | 1.15% | 1.53% |
According to 5 Wall Street analysts, Arch Capital Group's projected average Quarter EPS for Dec 23 is $2.03, with a low estimate of $1.78 and a high estimate of $2.24. This represents a 5.07% increase compared to ACGL previous annual EPS of $1.93 (Sep 23).
Arch Capital Group Peer Comparison by Price Target
| Ticker | Company | Last Closing Price | Avg Price Target | Upside/Downside | Avg Rating |
|---|---|---|---|---|---|
| AEG | Aegon | $6.24 | $7.50 | 20.19% | Buy |
| SLF | Sun Life Financial | $60.81 | $67.27 | 10.62% | Buy |
| AIG | American Group | $74.66 | $79.92 | 7.05% | Buy |
| ACGL | Arch Capital Group | $95.71 | $99.20 | 3.65% | Buy |
| BRK-B | Berkshire Hathaway | $468.83 | $465.50 | -0.71% | - |
| ORI | Old Republic | $37.73 | $36.00 | -4.59% | Buy |
| EQH | Equitable | $46.73 | $44.57 | -4.62% | Buy |
| HIG | Hartford Financial Services Group | $118.21 | $108.54 | -8.18% | Hold |
| GSHD | Goosehead Insurance | $120.43 | $95.83 | -20.43% | Buy |
| IGIC | International General Insurance | $24.54 | $19.00 | -22.58% | Buy |