Morgan Stanley cuts target for Arch Capital Group stock to USD 100

Published on 10/17/2026 at 19:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached USD 4.67 billion, up 3.25 percent. Arch Capital Group stock was last at USD 101.27 on October 16, 2026.

Morgan Stanley target and valuation

Morgan Stanley lowered its Arch Capital Group target from USD 105.00 to USD 100.00 on October 13, 2026.
Second-quarter revenue reached USD 4.67 billion, 3.25 percent above the first quarter.
Arch Capital Group stock was last at USD 101.27 on October 16, 2026 at 4:00 p.m. ET, up 1.97 percent from USD 99.31.
The stock traded 5.44 percent below its USD 107.09 52-week high on October 16, 2026.

Pop-Art-Comic von zwei Versicherungsmaklern beim Vertragsabschluss mit Risiko-Symbolen — Arch Capital Group BMG0450A1053 Pop-Art-Comic zeigt Versicherungsbroker mit Handschlag und Risikosymbolen in Sprechblasen, Illustration mit AI erstellt.

Morgan Stanley downgraded Arch Capital Group from Overweight to Equal Weight and cut its price target from USD 105.00 to USD 100.00 on October 13, 2026, according to Business Insider. The target was 1.25 percent below the last Nasdaq price of USD 101.27. Arch Capital Group was last at USD 101.27 on October 16, 2026 at 4:00 p.m. ET, up 1.97 percent from USD 99.31.

Revenue reached USD 4.67 billion

Arch Capital Group reported USD 4.67 billion in revenue for the second quarter of 2026, compared with USD 4.52 billion in the first quarter, a 3.25 percent increase. The company also reported USD 1.01 billion in consolidated net income and diluted earnings per share of USD 3.00 for the second quarter. These figures are reported on Arch's investor website, which identifies the company as Nasdaq-listed under ACGL.

Price position on October 16

The home exchange was closed on October 17, 2026, so the October 16 Nasdaq session provides the latest completed US trading reference. Arch Capital Group traded 5.44 percent below its USD 107.09 52-week high and 22.82 percent above its USD 82.45 52-week low. Trading volume was 4,334,746 shares against an average volume of 2,831,460 shares.

Arch Capital Group had announced on September 28, 2026 that it would release third-quarter results on October 27, 2026. The date appears in the company's investor information and gives the next scheduled earnings event for the stock.

Valuation and peer comparison

Arch Capital Group's market capitalization was USD 34.6 billion and its price-to-earnings ratio was 7.92 on October 16, 2026. The Morgan Stanley target of USD 100.00 stood 1.25 percent below the latest Nasdaq price, while the broader analyst picture cited by MarketBeat placed the average target at USD 108.39 on October 15, 2026, according to MarketBeat.

Insurance peers on October 16

Arch Capital Group (NASDAQ, USD): plus 1.97 percent, P/E 7.92, market capitalization USD 34.6 billion

Chubb Limited (NYSE, USD): plus 1.98 percent, P/E 12.67, market capitalization USD 138.8 billion

The Travelers Companies (NYSE, USD): plus 1.47 percent, P/E 10.21, market capitalization USD 81.2 billion

Next scheduled result

Arch Capital Group's next scheduled reporting date is October 27, 2026. The company operates insurance, reinsurance and mortgage insurance businesses across North America, Europe and Australia.