John Pasquesi Acquires Shares in Arch Capital Group
On June 11, 2026, John Pasquesi purchased 1,006,700 shares of Arch Capital Group Ltd. (NasdaqGS: ACGL).
Key Points
- John Pasquesi bought 1,006,700 shares of Arch Capital Group Ltd. on June 11, 2026, at no cost per share.
- Arch Capital Group Ltd. trades on NasdaqGS with a current price of $91.60, a market cap of approximately $32 billion, and a P/E ratio of 7.05.
- Analysts maintain a 'buy' consensus on Arch Capital, with an average target price of $108.71.
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On June 11, 2026, John Pasquesi acquired 1,006,700 shares of Arch Capital Group Ltd. (NasdaqGS: ACGL). The transaction was recorded at no cost per share, reflecting a significant move in his holdings.
Insider Buying and Selling at Arch Capital Group Ltd.
John Pasquesi's acquisition of 1,006,700 shares on June 11, 2026, was not part of a pre-planned trading program. This follows his previous transactions in the company, marking a notable increase in his stake. Additionally, Brian Posner sold 3,000 shares at $19.66 per share on June 3, 2026, and 2,000 shares at $17.14 on May 11, 2026. Eileen Mallesch and Neal Triplett each purchased shares on May 5, 2026.
Other Institutional Activity in Arch Capital Group
Several major funds have recently adjusted their positions in Arch Capital Group. BlackRock, Inc. reduced its holdings by 381,112 shares, ending with 31,354,204 shares valued at nearly $3 billion. Artisan Partners Limited Partnership also cut its stake by 581,689 shares to 22,666,011 shares worth about $2.18 billion. Meanwhile, Vanguard Capital Management LLC added significantly, holding 22,612,609 shares valued at approximately $2.17 billion.
Arch Capital Group Ltd. Stock Down 7.3%
Shares of Arch Capital Group Ltd. (NasdaqGS: ACGL) traded at $91.60. The company boasts a market capitalization of roughly $32 billion and has a P/E ratio of 7.05, indicating its profitability. The stock has experienced a 52-week low of $82.45 and a high of $103.39, with a 50-day moving average of $94.34 and a 200-day moving average of $93.38. With a beta of 0.306, the stock shows lower volatility compared to the market.
$ACGL stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Arch Capital Group reported revenue of approximately $19.78 billion, with a slight decline in revenue growth. The company achieved a net margin of 24.64% and a return on equity of 21.31%. Investors can look forward to the next earnings report on July 28, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target raises vs 1 cuts.
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EPS & revenue
EPS missed estimates by 1.1%. Revenue missed estimates by 7.3%.
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Profit surprise
Operating income beat by 25 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
2 target raises, 1 target cut.
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Earnings quality
Gross margin up 25.1 points. Operating margin up 11.5 points. Positive free cash flow.
Earnings Call Summary
Arch delivered 2.50 dollars of earnings per share, slightly above expectations, driven by strong underwriting performance across all three segments. The reinsurance unit had an excellent quarter with 441 million dollars in profit, while the insurance segment faced ongoing rate pressure from competition and intentional pullbacks from unprofitable business lines. Management emphasized their disciplined approach to capital allocation, repurchasing 783 million dollars of stock while increasing book value.
Guidance Management did not provide specific financial guidance for coming quarters or the full year. They emphasized disciplined underwriting and cycle management, noting that rates remain competitive but current returns are still acceptable. They expect to continue managing their portfolio to maintain profitability even as growth slows.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Analysts Set New Price Targets
Analysts have maintained favorable ratings for Arch Capital Group. On April 30, 2026, Citigroup and Wells Fargo both maintained their 'buy' ratings with price targets of $122.50 and $110.00, respectively. Mizuho and JP Morgan have kept 'hold' ratings, with Mizuho setting a target of $101.00. The consensus among analysts is a 'buy' rating, with an average target price of $108.71 based on 19 opinions.
About Arch Capital Group Ltd.
Arch Capital Group Ltd., headquartered in Pembroke, Bermuda, offers a wide range of insurance and reinsurance products. Operating through its Insurance, Reinsurance, and Mortgage segments, the company serves markets across the United States, Canada, Bermuda, the UK, Europe, and Australia. Led by CEO Nicolas Alain Emmanuel Papadopoulo, Arch Capital employs about 8,000 people.
Bottom Line
John Pasquesi's purchase of Arch Capital Group shares highlights ongoing insider interest in the company. With its solid financial standing and favorable analyst ratings, Arch Capital remains a closely watched player in the financial services sector. Investors should note that insider transactions are reported after they occur and may not reflect the current position.
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