Barclays analyst Alex Scott maintains $Arch Capital (ACGL.US)$ with a hold rating, and adjusts the target price from $120 to $100.
According to TipRanks data, the analyst has a success rate of 63.7% and a total average return of 12.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Arch Capital (ACGL.US)$'s main analysts recently are as follows:
As the insurance industry landscape is scrutinized heading into 2025, optimism prevails particularly for life insurers due to improving free cash flow, benefits from elevated interest rates, substantial excess capital positions, robust group benefits earnings, and possibilities for additional reinsurance and merger activities. In contrast, the property and casualty segment, while traditionally a high-quality business, navigates a more challenging phase in the underwriting cycle for property coverage. Additionally, the trend in casualty loss costs presents a risk that could hinder more favorable outcomes. Therefore, selectivity in stock selections is advised.
The analyst remains positive on business trends in the property and casualty sector approaching 2025, noting that firm pricing and a defensive risk profile should allow it to perform well. Despite this, high earnings expectations, positive market sentiment, and prevailing valuations make the stock less attractive compared to a year ago. There is a particularly favorable outlook on personal lines stocks based on the potential for margin improvements.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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巴克萊銀行分析師Alex Scott維持$艾奇資本 (ACGL.US)$持有評級，並將目標價從120美元下調至100美元。
根據TipRanks數據顯示，該分析師近一年總勝率為63.7%，總平均回報率為12.0%。
此外，綜合報道，$艾奇資本 (ACGL.US)$近期主要分析師觀點如下：
隨着保險行業的格局在2025年前受到關注，樂觀情緒特別在於人壽保險公司，這得益於自由現金流的改善、較高的利率期貨帶來的好處、充足的資本儲備、強勁的團體福利收益，以及額外的再保險和合並活動的可能性。相較之下，財產和意外傷害領域雖然傳統上是一個高質量的業務，但在財產保險的承保週期中卻面臨更具挑戰性的階段。此外，意外損失成本的趨勢也帶來了可能阻礙更有利結果的風險。因此，建議在股票選擇上保持選擇性。
分析師對2025年前財產和意外傷害板塊的業務趨勢持積極態度，指出堅定的定價和防禦性風險配置應能使其表現良好。儘管如此，高收益預期、積極的市場情緒和當前的估值使得相較於一年前，該股票的吸引力有所下降。基於盈利空間改善的潛力，個人保險股票的前景尤爲樂觀。
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TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
