John Pasquesi Sells Shares of Arch Capital Group Ltd.
John Pasquesi offloaded 1,006,700 shares of Arch Capital Group Ltd. on June 11, 2026.
Key Points
- John Pasquesi sold 1,006,700 shares of Arch Capital Group Ltd. on June 11, 2026, at a price of $0.0 per share.
- Arch Capital Group Ltd. (NasdaqGS: ACGL) trades near $91.6 with a market cap of $32.03 billion and a P/E ratio of 7.05.
- Analysts from Citigroup and Wells Fargo maintain a 'buy' rating on ACGL, with targets at $122.5 and $110 respectively.
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On June 11, 2026, John Pasquesi sold 1,006,700 shares of Arch Capital Group Ltd. (NasdaqGS: ACGL) at a price of $0.0 per share. This transaction was not planned in advance, according to the insider trading data.
Insider Buying and Selling at Arch Capital Group Ltd.
John Pasquesi's recent sale of 1,006,700 shares was notable, given that it was executed at a price of $0.0. Earlier in the year, Brian Posner sold 3,000 shares at $19.66 on June 3, and another 2,000 shares at $17.14 on May 11. On the buy side, Eileen Mallesch and Neal Triplett acquired 2,071 and 3,398 shares respectively on May 5.
Other Institutional Activity in Arch Capital Group Ltd.
Several institutional investors adjusted their holdings in Arch Capital Group Ltd. BlackRock, Inc. reduced its stake by 381,112 shares, ending with 31,354,204 shares valued at approximately $3.01 billion. Artisan Partners Limited Partnership also trimmed its position by 581,689 shares, leaving it with 22,666,011 shares worth about $2.18 billion. Conversely, Vanguard Capital Management LLC added 22,612,609 shares, bringing its total to the same number, valued at roughly $2.17 billion.
Arch Capital Group Ltd. Stock Down 7.3%
Shares of Arch Capital Group Ltd. (NasdaqGS: ACGL) are trading near $91.6. The company has a market cap of $32.03 billion and a P/E ratio of 7.05. Its forward P/E stands at 9.27, with a beta of 0.306. The stock has ranged from a 52-week low of $82.45 to a high of $103.39. Moving averages include a 50-day of $94.34 and a 200-day of $93.38.
$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 growth at -3.3%. The company achieved a net margin of 24.64% and a return on equity of 21.31%. The next earnings report is anticipated 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
On April 30, 2026, Citigroup maintained its 'buy' rating for Arch Capital Group Ltd. with a price target of $122.5. Wells Fargo also kept a 'buy' rating, setting a target at $110.0. Overall, the stock has a consensus 'buy' recommendation with an average target price of $108.71 across 19 analyst opinions.
About Arch Capital Group Ltd.
Arch Capital Group Ltd. is a diversified insurance and reinsurance company based in Pembroke, Bermuda. It offers a variety of products, including commercial insurance, reinsurance, and mortgage insurance, across the United States, Canada, Bermuda, and other regions. Led by CEO Nicolas Alain Emmanuel Papadopoulo, the company employs around 8,000 people.
Bottom Line
John Pasquesi's sale of a substantial number of shares in Arch Capital Group Ltd. might draw attention, but it doesn't necessarily indicate a bearish outlook. The company remains a significant player in the insurance industry, with a strong market presence and solid financials. Investors often monitor insider transactions like this to gauge potential future movements, but 13F filings and insider reports are backward-looking and may not reflect the current situation.
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