Consensus EPS · Q2 2026
$2.46
Consensus revenue · Q2 2026
$4.2B
Analysts
12
Expected report
Jul 28, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 12 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $4.1B | $4.2B | $4.3B |
| EPS | $2.29 | $2.46 | $2.82 |
| EBITDA | $1.1B | $1.1B | $1.1B |
| EBIT | $1B | $1.1B | $1.1B |
| Net income | $865.2M | $886.9M | $970.2M |
- Revenue$4.2B
- EPS$2.46
- EBITDA$1.1B
- EBIT$1.1B
- Net income$886.9M
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | $4.3B | $4.6B | -4.5% | $2.50 | $2.48 | +0.8% |
- Q1 2026-4.5%+0.8%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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No community consensus for Arch Capital Group (ACGL) Q2 2026 yet. Make a prediction to start the crowd forecast.
Analyst price target
Based on price targets from 4 analysts.
- Low
- $102.00
- Consensus
- $111.40
- Median
- $105.00
- High
- $126.00
- Current
- $98.63
- Upside
- +12.9%
Upside calculated vs most recent trading price of $98.63.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 34 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 20, 2026 | JP Morgan | maintain | Neutral | Neutral |
| Jul 9, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Jul 9, 2026 | Mizuho | maintain | Neutral | Neutral |
| Jul 9, 2026 | Cantor Fitzgerald | maintain | Neutral | Neutral |
| Jul 8, 2026 | UBS | maintain | Buy | Buy |
| Jul 8, 2026 | Keefe, Bruyette & Woods | maintain | Market Perform | Market Perform |
| Jul 6, 2026 | Morgan Stanley | maintain | Overweight | Overweight |
| May 5, 2026 | Mizuho | maintain | Neutral | Neutral |
| May 5, 2026 | Keefe, Bruyette & Woods | maintain | Market Perform | Market Perform |
| Apr 30, 2026 | Wells Fargo | maintain | Overweight | Overweight |
- Jul 20, 2026JP MorganNeutral
- Jul 9, 2026Wells FargoOverweight
- Jul 9, 2026MizuhoNeutral
- Jul 9, 2026Cantor FitzgeraldNeutral
- Jul 8, 2026UBSBuy
- Jul 8, 2026Keefe, Bruyette & WoodsMarket Perform
- Jul 6, 2026Morgan StanleyOverweight
- May 5, 2026MizuhoNeutral
- May 5, 2026Keefe, Bruyette & WoodsMarket Perform
- Apr 30, 2026Wells FargoOverweight
Frequently asked questions
Arch Capital Group (ACGL) Key Financials
Charts, filings, and peer comparison for every metric
Explore more
Deep-dives across the income statement, cash flow, capital return, and valuation
- Buybacks7.14% TTM
- Dividend Profile5.07% yield
- Dividend Calculator
- Dividend Forecast
- Dividend Capture
- Stock Split History2 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.