AustralianSuper Pty Ltd Sells 8,088 Shares of Everest Group, Ltd. $EG
AustralianSuper Pty Ltd trimmed its stake in Everest Group by 5.9%, selling 8,088 shares and retaining 130,067 shares valued at $45,553,000. Despite Everest Group missing quarterly EPS estimates by $0.10, its revenue of $4.42 billion exceeded expectations. The stock currently trades around $342.78 with a market cap of $14.39 billion, and institutional investors hold approximately 92.64% of the shares.
Everest Group Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Losses
Johnson Fistel, PLLP is investigating potential claims on behalf of investors of Everest Group, Ltd. (EG) after the company reported unfavorable reserve development in its third-quarter 2025 financial results, causing a significant stock drop. The investigation aims to determine if investor losses can be recovered under federal securities laws. Shareholders who suffered losses are encouraged to contact Johnson Fistel for more information.
Everest Group Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Losses
Johnson Fistel, PLLP is investigating potential claims on behalf of investors of Everest Group, Ltd. (NYSE: EG) to recover losses under federal securities laws. This investigation follows Everest's disclosure of unfavorable prior-year loss reserves on October 27, 2025, which led to an 11.36% drop in its stock price the following day. Shareholders who suffered losses are encouraged to contact Johnson Fistel for more information.
Johnson Fistel Investigates Claims for Everest Group Investors
Johnson Fistel, PLLP is investigating Everest Group executives for potential federal securities law violations after the company disclosed a $478 million unfavorable reserve development in its Q3 2025 report, causing its stock price to drop significantly. The law firm is encouraging investors who experienced losses to join the investigation, offering free legal support. This comes amidst other recent news regarding Everest Group's financial performance, leadership appointments, and analyst ratings.
Everest Group (EG) Valuation Check After Profit Rebound And Ongoing Share Buybacks
Everest Group (EG) recently reported a rebound to net income in Q4 2025 and is continuing its share repurchase program. Despite a strong 8.54% share price return over the past month and a 60.68% 5-year total shareholder return, its 3-year return shows a decline. The company is considered 4.8% undervalued with a fair value of $363.36, driven by investments in technology and analytics, though risks like increased catastrophe exposure and competition could challenge this valuation.
The Children’s Place Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Losses
Johnson Fistel, PLLP is investigating potential claims on behalf of investors of The Children’s Place, Inc. (NASDAQ: PLCE) regarding whether the company's executive officers and public statements concerning inventory reserves complied with federal securities laws. The firm is encouraging shareholders who suffered losses to join their investigation to potentially recover their investments. Johnson Fistel is a nationally recognized shareholder-rights law firm with a strong track record of recovering funds for investors.
AI tackles government paperwork backlog in new Everest report
XBP Global (NASDAQ: XBP) has supported a new Everest Group report highlighting the critical role of Intelligent Document Processing (IDP) in modernizing public sector service delivery. The report emphasizes how AI, machine learning, computer vision, and natural language processing can transform government workflows, moving away from manual, document-intensive processes to more efficient and transparent digital systems. This initiative aims to improve decision accuracy, accelerate processing, strengthen auditability, and reduce operational backlogs.
RenaissanceRe Extends Dividend Streak And Ramps Up Share Buybacks
RenaissanceRe Holdings (NYSE:RNR) has announced its 31st consecutive annual increase to its quarterly dividend, raising it to US$0.41 per share. The company also renewed and expanded its share repurchase program with an additional US$750 million authorization, a significant portion of which has already been utilized. These actions highlight management's confidence in the company’s capital strength and commitment to returning value to shareholders, despite analyst forecasts of potential earnings decline and exposure to catastrophe risks.
FinancialContent - Everest Group Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Losses
Johnson Fistel, PLLP is investigating potential federal securities law claims against Everest Group, Ltd. (NYSE: EG) on behalf of investors. The investigation follows Everest's disclosure of a $478 million net unfavorable reserve development in Q3 2025, which led to a significant drop in its stock price. Shareholders who suffered losses are encouraged to contact Johnson Fistel for more information.
Mercury General (NYSE: MCY) lifts premiums while absorbing major 2025 catastrophes
Mercury General Corporation reported solid premium growth and improved underwriting metrics in 2025, with direct premiums written reaching $5.98 billion despite significant catastrophe losses of $508 million net of reinsurance, primarily from California wildfires and severe storms. The company's combined ratio improved to 96.5% (89.5% for private passenger auto), showing a return to technical profitability, supported by $328.7 million in pre-tax investment income. Policyholders' surplus increased to $2.39 billion, maintaining a healthy premiums-to-surplus ratio of 2.4 to 1, even as it navigated substantial catastrophe exposures and regulatory changes.
Autonomous Research Adjusts Price Target on Everest Group to $333 From $327, Maintains Underperform Rating
Autonomous Research has adjusted its price target for Everest Group (EG) to $333, an increase from the previous $327, while maintaining an "Underperform" rating on the stock. This update comes amidst several recent analyst adjustments, with other firms like BMO Capital, Mizuho, Jefferies, Wells Fargo, and Cantor Fitzgerald also revising their price targets and ratings on Everest Group in February. The company recently reported its Q4 2025 earnings, swinging to a quarterly profit on higher investment returns despite a decline in revenue.
Insurance giant AIG deploys agentic AI with orchestration layer
AIG is leveraging generative AI with an orchestration layer, leading to significant improvements in underwriting capacity and operational efficiency. The company reports faster-than-expected gains, particularly in submission processing, and has integrated an internal tool, AIG Assist, across most commercial lines. This approach includes the use of AI agents as "companions" for real-time information, historical case analysis, and challenging underwriting decisions, ultimately streamlining complex workflows and reducing costs.
Skandinaviska Enskilda Banken AB publ Buys 69,346 Shares of Everest Group, Ltd. $EG
Skandinaviska Enskilda Banken AB publ significantly increased its holdings in Everest Group, Ltd. by 142% in the third quarter, acquiring 69,346 additional shares to bring its total to 118,187 shares valued at $41.39 million. The report details Everest Group's financial performance, including mixed quarterly results with an EPS miss but a revenue beat, along with analyst ratings and institutional ownership. Several other institutional investors also adjusted their positions in Everest Group during recent quarters.
Everest Group, Ltd. $EG Holdings Increased by M&G PLC
M&G PLC significantly increased its holdings in Everest Group (NYSE:EG) by 89.5% in Q3, now owning 38,055 shares. While institutional investors collectively hold 92.64% of the stock, analysts have a mixed but cautious "Hold" consensus rating with an average target price of $363.21. Everest Group recently reported Q3 EPS of $13.26, missing estimates slightly, and revenue of $4.42 billion, beating expectations despite a 4.6% year-over-year decrease.
Everest Group, Ltd. $EG Shares Acquired by Pallas Capital Advisors LLC
Pallas Capital Advisors LLC significantly increased its stake in Everest Group (NYSE:EG) by 170.1% to 5,877 shares, valued at $2.06 million, while Norges Bank initiated a new position worth approximately $601.3 million. Institutional investors now collectively own 92.64% of the company's stock. Despite missing EPS estimates by $0.10 with reported EPS of $13.26, Everest Group surpassed revenue expectations with $4.42 billion, even as revenue decreased 4.6% year-over-year.
Shell Asset Management Co. Trims Stake in Everest Group, Ltd. $EG
Shell Asset Management Co. significantly reduced its stake in Everest Group, Ltd. by 85.2% in the third quarter, selling over 11,000 shares and retaining 1,936 shares valued at $678,000. Despite this reduction, institutional investors collectively own 92.64% of Everest Group. The company recently reported Q4 EPS of $13.26, missing estimates, but revenue exceeded expectations at $4.42 billion, with a consensus "Hold" rating and an average price target of $363.21 among analysts.
Everest Group, Ltd. (NYSE:EG) Given Average Recommendation of "Hold" by Brokerages
Everest Group, Ltd. (NYSE:EG) has received an average "Hold" recommendation from 16 brokerages, with an average 12-month price target of $363.21. The company recently reported Q4 2025 earnings per share of $13.26, missing consensus estimates, and revenue of $4.42 billion, which beat estimates but was down 4.6% year-over-year. Institutional investors hold approximately 92.6% of the company's stock, and several have recently adjusted their positions.
Analysts Offer Insights on Financial Companies: First American Financial (FAF) and Everest Group (EG)
Analysts have provided new ratings for financial companies First American Financial (FAF) and Everest Group (EG). Mark Hughes from Truist Financial maintained a Buy rating on First American Financial, while Bob Huang from Morgan Stanley maintained a Hold rating on Everest Group. The consensus for First American Financial is a Moderate Buy, and for Everest Group, it's also a Moderate Buy with potential upside.
Analysts Offer Insights on Financial Companies: First American Financial (FAF) and Everest Group (EG)
Analysts have provided new ratings for First American Financial (FAF) and Everest Group (EG) within the financial sector. Truist Financial maintained a Buy rating on FAF with an average price target of $73.00, while Morgan Stanley and Evercore ISI maintained Hold ratings on EG, with price targets of $330.00 and $365.00 respectively. The consensus for EG suggests an 8.3% upside from current levels.
RenaissanceRe Extends Dividend Streak And Buybacks As Valuation Stays Low
RenaissanceRe Holdings (NYSE:RNR) has announced its thirty-first consecutive annual dividend increase and an expanded share repurchase program, demonstrating a continued focus on shareholder returns. Despite a 34.1% 1-year return, the stock is estimated to be trading significantly below its fair value by Simply Wall St. However, investors should be aware of forecasts predicting a 16.3% annual decline in earnings over the next three years and recent insider selling.
Analysts Offer Insights on Financial Companies: First American Financial (FAF) and Everest Group (EG)
Analysts have provided new ratings for First American Financial (FAF) and Everest Group (EG) within the Financial sector. Mark Hughes from Truist Financial maintained a Buy rating on First American Financial, which has a Moderate Buy consensus and an average price target of $73.00. Bob Huang from Morgan Stanley maintained a Hold rating on Everest Group, which also has a Moderate Buy consensus and a $360.13 average price target.
Krilogy Financial LLC Takes Position in Everest Group, Ltd. $EG
Krilogy Financial LLC has acquired a new position in Everest Group, Ltd. (NYSE:EG), purchasing 4,527 shares valued at approximately $1.46 million in the third quarter. This move highlights significant institutional investor confidence, with such entities now owning about 92.64% of the company's stock. Despite missing EPS estimates in its latest quarterly report, Everest Group exceeded revenue expectations, and the stock currently trades at a P/E ratio of 8.87.
Everest Group, Ltd. $EG Shares Sold by Assetmark Inc.
Assetmark Inc. has reduced its stake in Everest Group by 5.2% in Q3, selling 23,199 shares and now owning 423,370 shares valued at approximately $148.3 million. Institutional investors hold 92.64% of Everest Group stock, which currently has a "Hold" consensus rating from analysts with an average target price of $363.21. The company recently reported Q3 earnings per share of $13.26, missing estimates, but revenue of $4.42 billion surpassed consensus.
How Investors May Respond To Everest Group (EG) Prioritizing Underwriting Discipline Over Near-Term Growth
Everest Group announced its Q4 2025 results, showing a decline in revenue but an improvement in net income, attributed to a strategic shift focusing on underwriting discipline and profitability. The company reduced its U.S. casualty lines exposure and repurchased 1.24 million shares, signaling a commitment to earnings resilience despite increasing exposure to property catastrophe risk. Everest Group's narrative projects significant earnings growth by 2028, with current fair value estimates suggesting an 8% upside.
Analysts Are Bullish on Top Financial Stocks: Coinbase Global (COIN), Everest Group (EG)
Two financial analysts have issued bullish sentiments on Coinbase Global (COIN) and Everest Group (EG). Gautam Chhugani from Bernstein maintained a Buy rating for Coinbase Global with a $440.00 price target, while Meyer Shields from KBW reiterated a Buy rating on Everest Group with a $430.00 price target. Both companies received a Moderate Buy consensus from analysts.
LSV Asset Management Sells 12,447 Shares of Everest Group, Ltd. $EG
LSV Asset Management reduced its stake in Everest Group, Ltd. (NYSE:EG) by 3.1% in the third quarter, selling 12,447 shares to hold 387,720 shares valued at $135.8 million. Other institutional investors like Rhumbline Advisers and Wealthfront Advisers LLC increased their holdings. Analysts currently have a "Hold" rating on Everest Group with a consensus target price of $363.21, as the company trades near $332 with a P/E of 8.78.
ATN International to sell 214 southwestern US towers to Everest for $297M
ATN International has announced the sale of 214 of its tower sites located in the southwestern United States to Everest Infrastructure Partners for $297 million. The transaction is expected to close in the second quarter of 2024, subject to regulatory approvals. This sale aims to optimize ATN's portfolio and provide capital for future strategic initiatives.
Assurant Q4 Earnings & Revenues Beat Estimates on Higher Premiums
Assurant, Inc. (AIZ) reported strong fourth-quarter and full-year 2025 results, with net operating income and total revenues surpassing Zacks Consensus Estimates. The growth was primarily driven by solid performance in its Global Housing and Global Lifestyle segments, including increased premiums and product growth. The company also provided an optimistic outlook for 2026, expecting consistent to mid-to-high single-digit growth in adjusted EBITDA and earnings per diluted share.
Arch Capital Group delivers $1.2bn in Q4 net income
Arch Capital Group Ltd reported a significant increase in fourth-quarter net income to $1.2 billion, or $3.35 per share, driven by strong underwriting performance, reduced catastrophe losses, and robust investment returns. The company's diversified business model and disciplined approach resulted in an annualized return on average common equity of 21.2 percent and an 18.9 percent operating return on equity. Arch CEO Nicolas Papadopoulo expressed optimism for continued superior results in 2026.
Assurant Q4 Earnings & Revenues Beat Estimates on Higher Premiums
Assurant, Inc. (AIZ) reported strong fourth-quarter and full-year 2025 results, with earnings and revenues surpassing Zacks Consensus Estimates. The growth was primarily driven by higher premiums in its Global Housing and Global Lifestyle segments, despite an increase in expenses. The company also provided a positive outlook for 2026, anticipating continued growth in adjusted EBITDA excluding catastrophes.
The Top 5 Analyst Questions From Everest Group’s Q4 Earnings Call
Everest Group's Q4 earnings call revealed revenue and profit misses, primarily due to the commercial retail business divestiture and reductions in U.S. casualty lines. Analyst questions focused on long-term expense ratios, reinsurance pricing, future use of retroactive reinsurance, shifts in risk appetite, and segment performance metrics. Key catalysts for future quarters include expense ratio declines, underwriting profitability in a softening market, and capital releases.
The Top 5 Analyst Questions From Everest Group’s Q4 Earnings Call
Everest Group's Q4 earnings call revealed a negative market reaction due to revenue and non-GAAP profit missing Wall Street estimates, primarily from commercial retail business divestiture and reductions in U.S. casualty lines. Analysts focused on long-term expense ratios, reinsurance pricing, future use of retroactive reinsurance, shifts in risk appetite, and specialty/wholesale segment performance metrics. Key catalysts for future quarters include expense ratio decline, sustained underwriting profitability, and capital releases for share repurchases.
The Top 5 Analyst Questions From Enact Holdings's Q4 Earnings Call
Enact Holdings' Q4 2025 earnings call highlighted strong performance driven by disciplined execution, robust new insurance, and effective risk management, exceeding analyst expectations for Adjusted EPS. Key themes from analyst questions included capital return targets, regulatory risks (like FHA rate cuts), mortgage market growth assumptions, and the impact of technology on expense control. The company's management addressed these concerns, emphasizing confidence in their capital strategy, engagement with policymakers, and sustained credit quality.
The 5 Most Interesting Analyst Questions From The Hanover Insurance Group's Q4 Earnings Call
The Hanover Insurance Group (THG) reported strong Q4 results, with management attributing success to disciplined underwriting and operational improvements, despite missing revenue estimates but beating adjusted EPS forecasts. The article highlights key analyst questions from Oppenheimer, BMO, Piper Sandler, RBC Capital Markets, and Morgan Stanley, covering topics such as casualty lines, non-catastrophe benefits, competitive dynamics, expense guidance, and E&S growth. The company's strategic focus on risk selection, technology investments, and selective sector participation appears to be driving profitability.
Johnson Investment Counsel Inc. Has $56.45 Million Position in Everest Group, Ltd. $EG
Johnson Investment Counsel Inc. reduced its stake in Everest Group by 15% in Q3, now holding 161,187 shares valued at $56.45 million, representing 0.38% of the company. Other hedge funds also adjusted their positions in EG, with institutional investors collectively owning 92.64% of the stock. Analysts currently hold a "Hold" rating on Everest Group, with a consensus price target of $363.07, following recent earnings that missed EPS estimates but exceeded revenue expectations.
Envestnet Asset Management Inc. Sells 15,313 Shares of Everest Group, Ltd. $EG
Envestnet Asset Management Inc. reduced its stake in Everest Group, Ltd. by 9.1% during the third quarter, selling 15,313 shares. The firm now holds 153,334 shares, representing approximately 0.37% of the company, valued at $53.7 million. Everest Group recently reported Q3 EPS of $13.26, missing estimates, with revenue of $4.42 billion, exceeding expectations.
Jefferies Adjusts Price Target on Everest Group to $379 From $390, Maintains Buy Rating
Jefferies has adjusted its price target for Everest Group (EG) to $379, down from $390, while reiterating a Buy rating on the stock. This update reflects a change in analyst outlook, though the firm continues to recommend purchasing shares of the reinsurance company. The article also lists several other analyst adjustments for Everest Group around the same period.
Arch Capital insurance arm sees underwriting income almost quadruple
Arch Capital Group Ltd.'s insurance segment saw its underwriting income almost quadruple in Q4 2025, reaching $119 million compared to $30 million in Q4 2024. The company returned a significant $798 million to shareholders through share repurchases and demonstrated strong overall underwriting income of $827 million, with an improved consolidated combined ratio of 80.6%. This performance positions Arch Capital among the top performers in the global specialty property and casualty insurance group, particularly when compared to peers.
Everest Group (EG) Valuation Check After Stronger Earnings And Ongoing Share Buybacks
Everest Group (EG) recently reported strong Q4 and full-year 2025 earnings and is engaged in active share repurchases, yet its stock price has seen a recent decline. Despite this, the company is considered undervalued with a fair value estimate of $363.36 against a current price of $322.12, based on expected future growth driven by technology investments and improved underwriting accuracy. Investors are encouraged to consider the intrinsic value, ongoing buybacks, and potential for growth while also being mindful of risks like catastrophe losses and expense management.
Nuance Investments LLC Has $11.73 Million Stock Position in Everest Group, Ltd. $EG
Nuance Investments LLC significantly increased its stake in Everest Group, Ltd. (NYSE:EG) by 59.2% in Q3, now holding 33,493 shares valued at $11.73 million, making it their 24th largest holding. Despite missing EPS estimates by $0.10, Everest Group's revenue surpassed expectations but saw a 4.6% year-over-year decrease. The stock, currently trading around $328.72, holds a "Hold" consensus rating from analysts with an average target price of $363.07.
Earnings Estimates Moving Higher for Enact Holdings (ACT): Time to Buy?
Enact Holdings (ACT) is showing solid improvement in earnings estimates, leading to strong short-term stock price momentum. The company holds a Zacks Rank #1 (Strong Buy) due to positive revisions from analysts for both current quarter and full-year earnings expectations. This trend suggests potential for further upside, making it a favorable stock for investors.
Have RenaissanceRe Holdings Insiders Been Selling Stock?
A recent report shows that RenaissanceRe Holdings (NYSE:RNR) insiders have been selling stock, with the Executive VP & CFO selling US$1.5m worth of shares and the Senior VP & Chief Accounting Officer selling US$3.5m over the last year. While insiders haven't been buying, the company has high insider ownership (2.1%) and growing earnings. The insider selling activity, however, suggests a cautious approach.
Twin Capital Management Inc. Trims Stake in Everest Group, Ltd. $EG
Twin Capital Management Inc. significantly reduced its stake in Everest Group, Ltd. (NYSE:EG) by 53.9% in the third quarter, leaving it with 3,925 shares valued at $1.375 million. Other institutional investors like Poehling Capital Management INC., Bessemer Group Inc., Savant Capital LLC, Hartford Investment Management Co., and Allianz Asset Management GmbH made various adjustments to their holdings. Everest Group reported quarterly EPS of $13.26, missing consensus estimates, and revenue of $4.42 billion, which exceeded estimates but marked a year-over-year decline. The company currently holds a "Hold" consensus rating from analysts with an average price target of $363.07.
Everest Group Weighs Earnings Miss Against Leadership Shift And Buybacks
Everest Group (NYSE:EG) recently reported fourth-quarter profits below Wall Street expectations due to underwriting issues and a business divestiture. Despite this, the company announced leadership changes, emphasizing a shift towards underwriting discipline and specialty lines, and continued its capital return strategy through significant share repurchases. Investors are now assessing how these strategic adjustments and buybacks will impact future growth, risk management, and capital strength.
Has AXIS Capital (AXS) Become More Attractive After Recent Insurance Sector Focus?
AXIS Capital Holdings (AXS), trading at US$106.53, appears undervalued by 68.5% based on an Excess Returns analysis, which projects an intrinsic value of about $337.82 per share. The company also looks undervalued according to its P/E ratio of 8.07x, which is below both the industry average and Simply Wall St's "Fair Ratio" of 12.67x. Investors are encouraged to use Simply Wall St's "Narratives" feature to create personalized valuations.
Analysts Have Conflicting Sentiments on These Financial Companies: Gladstone Capital (GLAD), Commerce Bancshares (CBSH) and Everest Group (EG)
Analysts have provided diverging ratings for three financial companies: Gladstone Capital (GLAD), Commerce Bancshares (CBSH), and Everest Group (EG). Gladstone Capital received a "Strong Buy" consensus with a 10.3% upside, while Commerce Bancshares was rated "Hold" with a 13.9% upside. Everest Group garnered a "Moderate Buy" consensus.
Analysts Have Conflicting Sentiments on These Financial Companies: Gladstone Capital (GLAD), Commerce Bancshares (CBSH) and Everest Group (EG)
Analysts have issued conflicting ratings for three financial companies: Gladstone Capital (GLAD), Commerce Bancshares (CBSH), and Everest Group (EG). Gladstone Capital received a "Strong Buy" consensus with a $22.40 average price target, while Commerce Bancshares was rated "Hold" with a $61.83 target. Everest Group garnered a "Moderate Buy" consensus with an average price target of $353.48.
Everest Group Q4 2025 Earnings: Revenue, EPS Miss, Strategic Shift Explained - News and Statistics
Everest Group (NYSE:EG) reported a miss on both revenue and non-GAAP EPS for Q4 2025, with sales down 4.6% year-on-year to $4.42 billion and EPS at $13.26 against analyst estimates of $13.83. The underperformance was attributed to the sale of its commercial retail business, deliberate underwriting actions, and elevated catastrophe losses, partially offset by net investment income. The company is strategically shifting towards a Wholesale and Specialty-focused model, evidenced by the growth in its specialty reinsurance book and accelerated share repurchases.
Everest Re Group, Ltd. (NYSE:EG) Q4 2025 Earnings Call Transcript
Everest Re Group, Ltd. (NYSE: EG) held its Q4 2025 earnings call, discussing a transformational year that included simplifying the company, reducing reserve risk, reshaping the portfolio, and strengthening the balance sheet, resulting in a 12.4% operating ROE and 13.1% TSR. The company reported a Q4 gross written premium of $4.3 billion and a combined ratio of 98.4%, with net investment income reaching $562 million. Executives emphasized disciplined underwriting, strategic divestitures, strengthening the management team, and prioritizing share repurchases due to the undervaluation of their stock.
Everest Group Weighs Earnings Miss Against Leadership Shift And Buybacks
Everest Group reported Q4 profits below expectations due to underwriting challenges and a divestiture, but saw full-year profitability despite the tough quarter. The company announced leadership changes and continued an accelerated share repurchase program, signaling management's confidence and focus on capital returns. Investors are now evaluating how these changes, alongside portfolio reshaping, will impact future underwriting metrics, risk appetite, and the pace of buybacks.
