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Insurance Stocks: Wells Fargo Names Top Tactical Ideas Into Q3 Earnings

Wed, 14 Oct 2026 09:06:12 -0400

Investing.com -- As the third-quarter earnings season approaches for the insurance sector, Wells Fargo has identified several tactical investment opportunities across life insurers, property and casualty companies, and insurance brokers.

According to the broker, the quarter is expected to show varied performance across different insurance segments, with property and casualty insurers benefiting from a relatively quiet hurricane season, while life insurers face a generally favorable operating environment.

The property and casualty insurance landscape has been notably calm this year, with Hurricane Isaias representing the only significant weather event at approximately $5 billion in industry losses. This absence of major catastrophes is expected to

Insurance Stocks: Wells Fargo Names Top Tactical Ideas Into Q3 Earnings

Wed, 14 Oct 2026 09:06:12 -0400

Insurance Stocks: Wells Fargo Names Top Tactical Ideas Into Q3 Earnings

Wed, 14 Oct 2026 09:06:12 -0400

Insurance Stocks: Wells Fargo Names Top Tactical Ideas Into Q3 Earnings

Wed, 14 Oct 2026 09:06:12 -0400

Insurance Stocks: Wells Fargo Names Top Tactical Ideas Into Q3 Earnings

Wed, 14 Oct 2026 09:06:12 -0400

Insurance Stocks: Wells Fargo Names Top Tactical Ideas Into Q3 Earnings

Wed, 14 Oct 2026 09:06:12 -0400

Morgan Stanley Downgrades Arch Capital (ACGL) to Equalweight

Tue, 13 Oct 2026 03:11:34 -0400

Morgan Stanley analyst Bob Huang downgraded Arch Capital (NASDAQ: ACGL) from Overweight to Equalweight with a price target of $100.00 (from $105.00).

The analyst comments: “Despite the pressured valuation, market unlikely to turn for the better. Downgrade to Equal-weight. While Arch Capital remains a premier underwriting franchise with disciplined cycle management, broader pricing in both insurance and reinsurance suggests a prolonged soft market environment. This likely keeps valuation under pressure. Reinsurance pricing and fading growth momentum now make the risk/reward more balanced. Therefore, we downgrade the stock to Equal weight from Overweight, staying on the sidelines given a weaker industry outlook

Morgan Stanley Downgrades Arch Capital (ACGL) to Equalweight

Tue, 13 Oct 2026 03:11:34 -0400

Morgan Stanley analyst Bob Huang downgraded Arch Capital (NASDAQ: ACGL) from Overweight to Equalweight with a price target of $100.00 (from $105.00).

Arch Capital (ACGL) PT Lowered to $95 at Keefe, Bruyette & Woods

Mon, 12 Oct 2026 09:13:38 -0400

Keefe, Bruyette & Woods analyst Meyer Shields lowered the price target on Arch Capital (NASDAQ: ACGL) to $95.00 (from $99.00) while maintaining a Market Perform rating.

Arch Capital (ACGL) PT Lowered to $107 at Wells Fargo

Mon, 12 Oct 2026 06:27:38 -0400

Wells Fargo analyst Elyse Greenspan lowered the price target on Arch Capital (NASDAQ: ACGL) to $107.00 (from $117.00) while maintaining a Overweight rating.

Arch Capital (ACGL) PT Lowered to $105 at Cantor Fitzgerald Amid Mortgage Insurance Stock Deratings

Wed, 07 Oct 2026 07:01:46 -0400

Cantor Fitzgerald analyst Ryan Tunis lowered the price target on Arch Capital (NASDAQ: ACGL) to $105.00 (from $110.00) while maintaining a Neutral rating.

The analyst commented, "We are increasing our 3Q26 operating EPS estimate from $2.04 to $2.68 to reflect a benign hurricane season. Our estimate compares to consensus at $2.07. We are lowering our price target from $110 to $105 to reflect recent derating in mortgage insurance stocks. Our new price target values ACGL at 1.3x (prev. 1.5x) NTM BVPS. All three of Arch’s businesses currently face significant competition. Similar to the other Bermudans, the story hinges on capital return

Arch Capital (ACGL) PT Lowered to $105 at Cantor Fitzgerald Amid Mortgage Insurance Stock Deratings

Wed, 07 Oct 2026 07:01:46 -0400

Cantor Fitzgerald analyst Ryan Tunis lowered the price target on Arch Capital (NASDAQ: ACGL) to $105.00 (from $110.00) while maintaining a Neutral rating.

Arch Capital (ACGL) PT Lowered to $105 at Morgan Stanley

Tue, 06 Oct 2026 08:25:43 -0400

Morgan Stanley analyst Bob Huang lowered the price target on Arch Capital (NASDAQ: ACGL) to $105.00 (from $111.00) while maintaining a Overweight rating.

Arch Capital Group Ltd. to Report 2026 Third Quarter Results on October 27

Mon, 28 Sep 2026 08:23:00 -0400

PEMBROKE, Bermuda--(BUSINESS WIRE)-- Arch Capital Group Ltd. (NASDAQ: ACGL) (“Arch” or the “Company”) today announced it expects to release its 2026 third quarter results after the close of regular stock market hours on Tuesday, October 27. The Company will hold a conference call for investors and analysts at 10 a.m. ET on Wednesday, October 28.

A live webcast of this call will be available via the Investors section of the Company’s website at http://www.archgroup.com/investors.

A recording of the webcast will be available in the Investors section of the Company’s website approximately two hours after the

Arch Capital Group Ltd. to Report 2026 Third Quarter Results on October 27

Mon, 28 Sep 2026 08:23:00 -0400

A live webcast of this call will be available via the Investors section of the Company’s website at http://www.archgroup.com/investors.

A recording of the webcast will be available in the Investors section of the Company’s website approximately two hours after the

Arch Capital (ACGL) PT Lowered to $100 at Mizuho

Wed, 16 Sep 2026 05:16:14 -0400

Mizuho analyst Yaron Kinar lowered the price target on Arch Capital (NASDAQ: ACGL) to $100.00 (from $104.00) while maintaining a Neutral rating.

Form 3 ARCH CAPITAL GROUP LTD. For: Sep 03 Filed by: Halgan Jerome

Mon, 14 Sep 2026 16:24:00 -0400

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Form 3 ARCH CAPITAL GROUP LTD. For: Sep 03 Filed by: Schmeiser Robert Michael

Mon, 14 Sep 2026 16:24:00 -0400

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Form 4 ARCH CAPITAL GROUP LTD. For: Aug 18 Filed by: Morin Francois

Thu, 20 Aug 2026 16:50:00 -0400

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Form 4 ARCH CAPITAL GROUP LTD. For: Aug 18 Filed by: Morin Francois

Thu, 20 Aug 2026 16:50:00 -0400

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Form 144 ARCH CAPITAL GROUP LTD. Filed by: Morin Francois

Tue, 18 Aug 2026 17:32:00 -0400

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Form 144 ARCH CAPITAL GROUP LTD. Filed by: Morin Francois

Tue, 18 Aug 2026 17:32:00 -0400

si-local-file:///var/storage/secattach/20260818/26945596.html

Arch Capital (ACGL) PT Raised to $118 at JPMorgan

Tue, 11 Aug 2026 08:43:48 -0400

JPMorgan analyst Pablo Singzon raised the price target on Arch Capital (NASDAQ: ACGL) to $118.00 (from $116.00) while maintaining a Neutral rating.

Arch Capital (ACGL) PT Raised to $102 at BMO Capital

Wed, 05 Aug 2026 07:11:40 -0400

BMO Capital analyst Michael Zaremski raised the price target on Arch Capital (NASDAQ: ACGL) to $102.00 (from $95.00) while maintaining a rating.

Form 13F-HR ARCH CAPITAL GROUP LTD. For: Jun 30

Tue, 04 Aug 2026 17:04:00 -0400

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