Nama Insights

Arch Capital Group (ACGL)

Financial Services · Insurance Diversified · NASDAQ

S&P 500
Arch Capital Group (ACGL) is a Financial Services company in the Insurance Diversified industry. It has a market capitalization of $34.92B and a trailing price-to-earnings ratio of 10.0. Over the most recent reported fiscal year, revenue grew 14.0%. Nama's AI scorecard rates it Buy, 6.6 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 6.6/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Middle · +7.5% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-7.9%
How far the last close sits under the highest price of the past five years.
Market cap$34.92B
Trailing P/E10.0
Price / book1.5
Price / sales1.9
FCF yield—
Dividend yield—
Gross margin37.6%
Operating margin26.8%
Net margin23.3%
Revenue growth (YoY)+14.0%
Revenue growth (3-yr annual)+26.0%
EPS growth (YoY)+0.3%
FCF/share growth (YoY)—
Beta0.3
ExchangeNASDAQ
SectorFinancial Services
IndustryInsurance Diversified

ACGL earnings

Next report: Feb 8, 2027 (Q4 2026, EPS estimate $2.53). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 27, 2026 $2.67 $2.30 +16.1% $4.45B
Q2 2026 Jul 28, 2026 $2.56 $2.46 +4.1% $4.49B
Q1 2026 Apr 28, 2026 $2.50 $2.46 +1.6% $4.37B
Q4 2025 Feb 9, 2026 $2.98 $2.57 +15.9% $4.76B

ACGL analyst price target

Median target $111.00 from 19 analysts, ranging $95.00 – $140.00.

Insurance Diversified peers

TickerCompanyMarket capP/E
BRK-B Berkshire Hathaway $1.22T 25.6
AIG American International Group $40.31B 9.6
SLF Sun Life Financial $39.73B 12.8
HIG Hartford Insurance Group $35.83B 9.5
AEG Aegon $12.09B —
BNT Brookfield Wealth Solutions $11.34B —
PLGO Pelagos Insurance Capital Limit $2.29B 7.8
XZO Exzeo Group $1.46B 16.1
Explore live ACGL data on Nama Insights →

Recent Congressional trades

Arch Capital Group trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Jefferson Shreve House Sell $15,001 - $50,000 Jun 22, 2025
Rob Bresnahan House Sell $1,001 - $15,000 Mar 27, 2025
Jefferson Shreve House Buy $15,001 - $50,000 Mar 9, 2025

ACGL FAQ

Is ACGL a buy?
Nama's AI scorecard currently rates Arch Capital Group Buy (6.6 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ACGL's P/E ratio?
Arch Capital Group trades at a trailing price-to-earnings ratio of 10.0.
When does ACGL report earnings?
Arch Capital Group's next scheduled report is on Feb 8, 2027. Analysts expect EPS of $2.53.
What is the ACGL price target?
The median analyst price target from 19 analysts is $111.00, with a range of $95.00 – $140.00.
Is ACGL Shariah compliant?
Nama's AAOIFI-style screen reads Arch Capital Group as Not Shariah Compliant. At least one of the three ratios or the industry test failed.