Jefferies analyst Yaron Kinar maintains $Arch Capital (ACGL.US)$ with a buy rating, and adjusts the target price from $114 to $134.
According to TipRanks data, the analyst has a success rate of 66.5% and a total average return of 9.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Arch Capital (ACGL.US)$'s main analysts recently are as follows:
The fundamental outlook for the property and casualty sector remains positive moving into Q3 reports. However, the sentiment is tempered due to optimistic expectations, bullish sentiment, and current valuations. The sector benefits from continued firm pricing and a defensive risk profile. Nevertheless, there are optimistic expectations surrounding underwriters' margins and brokers' sales growth.
Property & Casualty insurance stocks experienced a positive third quarter, with fewer natural disasters and strategic positioning pushing the stocks to new highs. Although recent hurricanes have altered the situation, it's anticipated that the underwriters will still report satisfactory results for the third quarter of 2024.
Quarter three outcomes, especially for reinsurers, might be eclipsed by the recent Hurricane Milton events. The analyst maintains a positive stance on the Personal segment due to enhancing margins and growing policies-in-force. For the third quarter, catastrophe losses are anticipated to be below the five-year seasonal average yet significantly higher than the third quarter of the prior year. This situation could pose challenges primarily for insurers, as shared in a preview for the Property and Casualty Insurance/Insurtech industry.
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富瑞集團分析師Yaron Kinar維持$艾奇資本 (ACGL.US)$買入評級，並將目標價從114美元上調至134美元。
根據TipRanks數據顯示，該分析師近一年總勝率為66.5%，總平均回報率為9.7%。
此外，綜合報道，$艾奇資本 (ACGL.US)$近期主要分析師觀點如下：
進入第三季度報告後，財產和意外傷害行業的基本前景仍然樂觀。但是，由於樂觀的預期、看漲情緒和當前的估值，情緒有所緩和。該行業受益於持續的穩健定價和防禦性風險狀況。儘管如此，對承銷商的利潤率和經紀商的銷售增長仍有樂觀的預期。
財產和意外傷害保險股第三季度表現良好，自然災害減少和戰略定位推動股票創下新高。儘管最近的颶風改變了局面，但預計承銷商仍將公佈2024年第三季度的令人滿意的業績。
第三季度的業績，尤其是再保險公司的業績，可能會被最近的米爾頓颶風事件所掩蓋。由於利潤率的提高和現行政策的增加，分析師對個人板塊保持積極立場。第三季度的災難損失預計將低於五年季節性平均水平，但將大大高於去年第三季度。正如財產和意外傷害保險/保險科技行業預覽中所分享的那樣，這種情況可能主要給保險公司帶來挑戰。
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