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Stocks•13 February 2026•

1 min read

KBW Raises Arch Capital Price Target to $104, Maintains 'Market Perform' Rating

Keefe, Bruyette & Woods (KBW) has adjusted its outlook for Arch Capital (NASDAQ:ACGL), raising the price target to $104 from $102. The firm, however, maintained its 'Market Perform' rating on the insurance giant's stock. This adjustment follows Arch Capital's fourth-quarter 2025 earnings report. Despite the modest increase in the price target, KBW simultaneously lowered its earnings per share (EPS) estimates for 2026 and 2027. This revision reflects anticipated slower premium growth, higher loss ratios, and softness in property catastrophe reinsurance pricing. Additionally, declining profitability within the mortgage segment contributed to the cautious outlook. The maintained 'Market Perform' rating suggests a neutral near-term performance expectation for ACGL shares.

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