Keefe, Bruyette & Woods has increased its price target for Arch Capital (NASDAQ:ACGL) to $104 from $102, while maintaining a Market Perform rating. This adjustment follows Arch Capital’s Q4 2025 earnings report, despite the firm lowering its EPS estimates for 2026 and 2027 due to anticipated slower premium growth and higher loss ratios, partially offset by increased investment income. The analyst firm noted factors like property catastrophe reinsurance pricing softness and declining mortgage segment profitability as likely constraints on near-term upside.
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Keefe, Bruyette & Woods raises Arch Capital price target to $104
Keefe, Bruyette & Woods has increased its price target for Arch Capital (NASDAQ:ACGL) to $104 from $102, while maintaining a Market Perform rating. This adjustment follows Arch Capital’s Q4 2025 earnings report, despite the firm lowering its EPS estimates for 2026 and 2027 due to anticipated slower premium growth and higher loss ratios, partially offset by increased investment income. The analyst firm noted factors like property catastrophe reinsurance pricing softness and declining mortgage segment profitability as likely constraints on near-term upside.