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Keefe Bruyette and Mizuho Lowers PT on Arch Capital Group (ACGL)

finance.yahoo.com · Sun, May 10, 2026 at 11:53 PM GMT+8

​Arch Capital Group Ltd. (NASDAQ:ACGL) currently trades at a forward price to earnings ratio of 10.07, below the sector median of 10.55 and 26.05 of the S&P 500. The stock also ranks among our Most Undervalued High Quality Stocks to Buy Now.

​Recently, on May 5, Keefe Bruyette lowered the firm’s price target on the stock from $105 to $102, while keeping a Market Perform rating on the shares. On the same day, Mizuho Securities also reiterated a Hold rating on the shares and lowered the price target from $102 to $101.

​Analyst at Keefe Bruyette noted that the near-term upside for the company appears to be limited due to a number of factors, including sustained property catastrophe reinsurance pricing softness, slowing primary insurance premium growth, and declining mortgage segment profitability.

​The company also released its fiscal Q1 2026 earnings recently, on April 28. Arch Capital Group Ltd. (NASDAQ:ACGL) posted Q1 2026 net premiums written of $4.35 billion, down 3.7% year-over-year. On the bright side, the GAAP EPS of $2.88 topped the consensus by $0.32.

​Arch Capital Group Ltd. (NASDAQ:ACGL) is a Bermuda-based insurance and reinsurance company. It provides property, casualty, and mortgage insurance solutions worldwide. The firm operates through three main segments: Insurance, Reinsurance, and Mortgage, with a strong presence in the US, Europe, and Bermuda.

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