Arch Capital Group Ltd. (ACGL) is a global insurance provider with a market cap of $33.8 billion. Analysts expect an adjusted EPS of $2.42 for Q4 2025, a 7.1% increase from the previous year. Fiscal 2025 is projected to have an adjusted EPS of $9.20, slightly lower than 2024, but is expected to rise to $9.46 in 2026. Despite a 3.4% rise in shares over the past year, ACGL has underperformed the S&P 500 and XLF. Q3 2025 saw ACGL beating EPS expectations but experiencing a 1.4% share drop due to revenue misses and premium declines. Analysts currently rate ACGL as a “Moderate Buy” with a price target of $107.10, indicating a 14.9% potential upside.

Read more at Barchart: Arch Capital’s Q4 2025 Earnings: What to Expect