Keefe, Bruyette & Woods cuts target for Arch Capital Group stock to USD 95

Published on 10/15/2026 at 19:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Arch Capital reported USD 4.67 billion revenue in the second quarter. Arch Capital Group stock costs EUR 88.36 on October 15, 2026 at 7:43 p.m. CEST.

Analyst target and upcoming results

Keefe, Bruyette & Woods cut its target from USD 99.00 to USD 95.00 on October 12, 2026.
Arch Capital reported USD 4.67 billion revenue and USD 1.00 billion net income for the second quarter of 2026.
Arch Capital Group stock costs EUR 88.36 at Lang & Schwarz on October 15, 2026 at 7:43 p.m. CEST.
Arch Capital trades at a P/E ratio of 7.75 and a USD 33.9 billion market capitalization as of October 15, 2026.

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Keefe, Bruyette & Woods lowered its price target for Arch Capital Group from USD 99.00 to USD 95.00 on October 12, 2026, while keeping a market perform rating, according to MarketBeat. The Nasdaq quote was USD 99.22 on October 15, 2026 at 1:50 p.m. ET, putting the share price 4.25 percent above the new target. Arch Capital Group stock was trading at EUR 88.36 at Lang & Schwarz on October 15, 2026 at 7:43 p.m. CEST.

Second-quarter earnings base

Arch Capital reported USD 4.67 billion in revenue and USD 1.00 billion in net income available to common shareholders for the second quarter of 2026. Diluted earnings per share came to USD 3.00, according to Arch Capital Group. The results give the analyst target debate a recent operating reference rather than leaving the valuation discussion tied only to market prices.

Price range and trading activity

The Nasdaq quote stood at USD 99.22 on October 15, 2026 at 1:50 p.m. ET. The 52-week range was USD 82.45 to USD 107.09, leaving the share price 7.35 percent below the high and 20.34 percent above the low. Trading volume was 1,041,973 shares against an average of 2,785,735 shares.

Valuation and reporting date

Arch Capital had a market capitalization of USD 33.9 billion and a P/E ratio of 7.75 as of October 15, 2026. The company is scheduled to report third-quarter 2026 results after the market close on October 27, 2026, with the conference call set for October 28, according to Arch Capital Group. MarketBeat lists consensus expectations of USD 2.30 earnings per share and USD 4.06 billion revenue for that quarter, compared with USD 2.77 earnings per share and USD 5.11 billion revenue a year earlier, as reported on its earnings page.

Comparison with peers

Arch Capital Group (Nasdaq, USD): 1.65 percent, P/E 7.75, market capitalization USD 33.9 billion.

Everest Group (NYSE, USD): 1.25 percent, P/E 8.08, market capitalization USD 14.6 billion.

W. R. Berkley Corporation (NYSE, USD): 0.81 percent, P/E 15.28, market capitalization USD 27.6 billion.

Current euro quotation

The Lang & Schwarz euro quotation provides the German-market view, while the Nasdaq figures supply the home-market valuation and range. The target reduction and the October 27 reporting date are the two dated reference points for the next reassessment of Arch Capital's earnings outlook.

The further course of trading is shown by the continuously updated real-time quote of Arch Capital Group stock.