For the quarter ended March 2025, Arch Capital Group (ACGL) reported revenue of $4.56 billion, up 21.3% over the same period last year. EPS came in at $1.54, compared to $2.45 in the year-ago quarter.The reported revenue represents a surprise of -0.99% over the Zacks Consensus Estimate of $4.61 billion. With the consensus EPS estimate being $1.37, the EPS surprise was +12.41%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stre ...

Arch Capital Group (ACGL) came out with quarterly earnings of $1.54 per share, beating the Zacks Consensus Estimate of $1.37 per share. This compares to earnings of $2.45 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 12.41%. A quarter ago, it was expected that this property and casualty insurer would post earnings of $1.85 per share when it actually produced earnings of $2.26, delivering a surprise of 22.16%.Over the last fo ...

Arch Capital Group Ltd. Waterloo House, Ground Floor 100 Pitts Bay Road Pembroke HM 08 Bermuda Financial Supplement March 31, 2025 The following financial supplement is provided to assist in your understanding of Arch Capital Group Ltd. ("Arch") and its subsidiaries (collectively, the "Company"). This report is for informational purposes only. It should be read in conjunction with documents filed by Arch with the U.S. Securities and Exchange Commission, including the most recent Annual Report on Form 10-K a ...

Analysts on Wall Street project that Arch Capital Group (ACGL) will announce quarterly earnings of $1.37 per share in its forthcoming report, representing a decline of 44.1% year over year. Revenues are projected to reach $4.55 billion, increasing 20.8% from the same quarter last year. Analysts forecast 'Revenues- Net premiums earned' to reach $4.09 billion. The estimate indicates a change of +19.6% from the prior-year quarter. The consensus EPS estimate for the quarter has undergone a downward revision of ...

Arch Capital Group Ltd. (ACGL) is expected to register an improvement in its top line but a decline in its bottom line when it reports first-quarter 2025 results on April 29, after the closing bell.The Zacks Consensus Estimate for BRO’s first-quarter revenues is pegged at $4.55 billion, indicating 20.7% growth from the year-ago reported figure.The consensus estimate for earnings is pegged at $1.37 per share. The Zacks Consensus Estimate for ACGL’s first-quarter earnings has moved down 6.2% in the past 30 da ...

In the latest trading session, Arch Capital Group (ACGL) closed at $92.51, marking a -0.47% move from the previous day. This move lagged the S&P 500's daily gain of 1.67%. Meanwhile, the Dow gained 1.07%, and the Nasdaq, a tech-heavy index, added 2.5%.The the stock of property and casualty insurer has fallen by 1.72% in the past month, leading the Finance sector's loss of 4.45% and the S&P 500's loss of 6.57%.The upcoming earnings release of Arch Capital Group will be of great interest to investors. The com ...

The market expects Arch Capital Group (ACGL) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be rel ...

行业情况 - 分析师在保险行业持有BRK.A和PRU的多头头寸 [2] 公司情况 - 分析师持有ACGL股票、期权或其他衍生品的多头头寸 [2]

文章核心观点 - 投资者常参考华尔街分析师的建议进行股票买卖决策，但券商评级可能因利益关系存在偏差，应结合如Zacks Rank等工具进行投资决策，当前Arch Capital的ABR为买入，但Zacks Rank为卖出 [1][5][14] 券商对Arch Capital的评级情况 - Arch Capital平均券商评级（ABR）为1.82，介于强力买入和买入之间，由17家券商的实际评级计算得出 [2] - 17条评级中，10条为强力买入，占比58.8%，2条为买入，占比11.8% [2] 券商评级的可靠性 - 多项研究表明券商评级在指导投资者选择有价格上涨潜力的股票方面效果不佳 [5] - 券商因自身利益对所覆盖股票评级存在强烈的积极偏差，每一个“强力卖出”评级对应五个“强力买入”评级 [6] - 券商分析师的推荐往往过于乐观，其评级常误导投资者而非提供帮助 [10] ABR与Zacks Rank的区别 - ABR基于券商推荐计算，通常以小数显示；Zacks Rank是利用盈利预测修正的量化模型，以整数1 - 5显示 [9] - ABR可能不及时，而Zacks Rank能快速反映券商分析师盈利预测的修订，对未来股价预测更及时 [12] Arch Capital的投资建议 - Arch Capital当前年度的Zacks共识盈利预测在过去一个月下降2%至7.92美元，分析师对公司盈利前景愈发悲观 [13] - 盈利预测的变化及其他三个因素使Arch Capital的Zacks Rank为4（卖出），对其相当于买入的ABR应持谨慎态度 [14]

公司股价表现 - 最新交易时段，公司收于94.58美元，较前一日收盘价上涨0.61%，表现优于标普500指数当日0.16%的涨幅、道指0.01%的涨幅和纳斯达克指数0.46%的涨幅 [1] - 过去一个月，公司股价上涨4.98%，跑赢金融板块0.19%的跌幅和标普500指数3.59%的跌幅 [1] 公司盈利预测 - 公司预计于2025年4月29日发布财报，预计每股收益（EPS）为1.59美元，较去年同期下降35.1%，季度收入预计为45.6亿美元，同比增长21.05% [2] - 整个财年，Zacks共识预测公司每股收益为8.16美元，收入为189.4亿美元，分别较上一年变化-12.07%和+13.93% [3] 分析师预测与评级 - 分析师预测的近期变化反映短期业务趋势，积极的变化表明分析师对公司业务健康和盈利能力持乐观态度 [4] - Zacks Rank模型考虑预测变化并提供评级系统，过去一个月Zacks共识EPS估计下降1.86%，公司目前Zacks Rank为3（持有） [5][6] 公司估值情况 - 公司目前远期市盈率（Forward P/E）为11.52，低于行业平均的11.93 [7] - 公司目前PEG比率为4.03，截至昨日收盘，保险-财产和意外险行业平均PEG比率为1.67 [8] 行业相关情况 - 保险-财产和意外险行业属于金融板块，目前Zacks行业排名为34，处于所有250多个行业的前14% [9] - Zacks行业排名通过计算行业内个股的平均Zacks Rank评估行业活力，研究显示排名前50%的行业表现是后50%的两倍 [9]