What did Keefe, Bruyette & Woods do in the latest ACGL analyst rating update?

On February 12, 2026, Keefe, Bruyette & Woods maintained a Market Perform rating on ACGL and raised the price target to $104. The action kept a neutral stance while signaling improved valuation assumptions.

How should investors interpret a Market Perform in the ACGL analyst rating?

Market Perform usually means hold the stock relative to the market. For ACGL, it signals limited near-term upside from analysts, with a focus on valuation, reserves, and capital returns.

Does the ACGL analyst rating change affect price expectations?

Yes. The price target increase to $104 lifts analyst valuation for ACGL, but the unchanged Market Perform rating indicates analysts expect modest upside and continued monitoring of fundamentals.

Where can I read the analyst note and earnings context for this ACGL analyst rating?

The KBW analyst note is summarized on StreetInsider and Arch’s Q4 2025 call transcript is on Seeking Alpha. Both documents give context for the price-target change.

Analyst Ratings

Keefe, Bruyette & Woods Maintains ACGL (Arch Capital Group Ltd.) Market Perform Feb 2026

ByHuzaifa Zahoor February 13, 2026February 13, 2026

Keefe, Bruyette & Woods maintained a Market Perform rating on ACGL on February 12, 2026, while raising its price target to $104. This action kept the firm neutral on Arch Capital Group Ltd. shares but signaled more confidence in valuation than before.