Essent Group (NYSE:ESNT) Price Target Lowered to $61.00 at Barclays
Barclays has lowered its price target for Essent Group (NYSE:ESNT) to $61.00 from $63.00, maintaining an "equal weight" rating, which suggests a roughly 3% upside. This adjustment follows Essent Group missing its recent EPS expectations with $1.60 against a $1.74 consensus, and revenue being flat year-over-year. Despite recent underperformance, institutional ownership in the company is notably high at approximately 93%.
Allspring Global Investments Holdings LLC Decreases Stake in Essent Group Ltd. $ESNT
Allspring Global Investments Holdings LLC reduced its stake in Essent Group Ltd. by 12.8% during the fourth quarter, selling 51,496 shares but still holding 349,689 shares valued at $22.6 million. Despite missing Q4 EPS estimates, Essent reported strong fundamentals like a 12.09% ROE and a 54.72% net margin, and increased its quarterly dividend to $0.35 per share. Analysts generally hold a "Hold" rating on the stock with an average price target of $68.43.
ESNT Should I Buy
Essent Group Ltd (ESNT) is not recommended as a strong buy for long-term beginner investors due to a combination of factors including increased insider selling, declining financial performance in Q4 2025, and a lack of strong proprietary trading signals. While technical indicators like a positive MACD suggest bullish momentum and some analysts have positive price targets, a "Hold" position is advised, with the stock trading near resistance levels and reporting mixed financial results.
SG Americas Securities LLC Grows Position in Essent Group Ltd. $ESNT
SG Americas Securities LLC significantly increased its stake in Essent Group Ltd. by 883.6% in the fourth quarter, now holding 93,606 shares valued at $6.09 million. This increase occurred despite Essent missing its Q4 EPS estimates, though the company did announce an increased quarterly dividend. Analysts are currently mixed on Essent Group, with a consensus "Hold" rating and varied price targets.
ESNT PE Ratio & Valuation, Is ESNT Overvalued
Essent Group Ltd (ESNT) is currently considered in the "Fair zone" according to its forward PE ratio of 8.97, compared to its five-year average of 7.64. Its fair price, based on a relative valuation method, ranges between $51.26 and $61.48. While its P/B ratio is 1.10 and its Forward FCF yield is 13.54%, its P/S ratio of -- is significantly higher than the industry average, which the analysis suggests might be unsustainable given its revenue growth.
Essent Group Ltd Stock: A Steady Player in U.S. Mortgage Insurance Amid Housing Market Shifts
Essent Group Ltd is a key provider of private mortgage insurance in the United States, helping lenders mitigate credit risk and enabling homebuyers to purchase properties with smaller down payments. The company's business model relies on premium revenue from mortgage guaranty insurance, with profitability bolstered by investment income. Essent competes with other private mortgage insurers, maintaining market share through strong lender relationships, capital strength, and advanced data analytics in a market influenced by housing starts, home prices, and interest rates.
Essent Group Ltd Stock: A Steady Player in U.S. Mortgage Insurance Amid Housing Market Shifts
Essent Group Ltd (ISIN: BMG3198U1027) is a key provider of private mortgage insurance in the United States, supporting lenders by mitigating credit risk on residential loans and enabling homebuyers to purchase properties with smaller down payments. The company's business model relies on premium revenue from new and ongoing policies, bolstered by investment income. Essent competes with other major players in the private mortgage insurance space and is influenced by U.S. housing market dynamics, interest rates, and regulatory changes, while maintaining strong financial health and capital management practices.
Essent Group (NYSE: ESNT) details 2026 meeting plans and capital returns
Essent Group Ltd. has released details for its 2026 annual meeting on May 6, 2026, where shareholders will vote on director elections, auditor ratification, and executive compensation. The company reported a strong 2025 financial performance with $690.0 million in earnings and a 12.1% return on average equity, alongside significant capital returns of approximately $700 million to shareholders, including share repurchases and a dividend increase. Essent also highlighted robust corporate governance practices, a performance-based executive compensation structure, and an expanded focus on reinsurance operations.
[ARS] Essent Group Ltd. SEC Filing
This article announces an ARS SEC filing by Essent Group Ltd. (ESNT) on March 26, 2026, indicating low filing impact and neutral sentiment. It provides financial data, recent news, and other SEC filings for the company, such as a definitive proxy statement and insider trading activity reports. Essent Group Ltd. is ranked for market cap, dividends, and stock performance metrics.
Vanguard reorganizes holdings; reports 0% in Essent Group Ltd (ESNT)
Vanguard has filed a Schedule 13G/A, reporting 0% beneficial ownership of Essent Group Ltd (ESNT) common stock. This change is due to an internal realignment within Vanguard, effective January 12, 2026, which shifts reporting of beneficial ownership to subsidiaries or business divisions on a disaggregated basis, in accordance with SEC Release No. 34-39538. This action reflects an administrative reorganization and does not indicate a sale of ESNT shares by Vanguard.
Essent Group (NYSE: ESNT) CLO awarded 420 dividend equivalent units
Essent Group Ltd.'s SVP and Chief Legal Officer, Mary Lourdes Gibbons, was awarded 420 dividend equivalent units, as detailed in a recent Form 4 filing. These units, granted as a compensation-related award with a price of $0.00, are the economic equivalent of common shares and accrue on unvested restricted stock or restricted stock unit awards, vesting proportionately with them. Following this transaction, Gibbons directly holds 1,782 dividend equivalent units.
ESNT SEC Filings - Essent Group Ltd 10-K, 10-Q, 8-K Forms
This page provides comprehensive access to Essent Group Ltd.'s SEC filings, including 10-K annual reports, 10-Q quarterly earnings, and 8-K material events, with AI-powered summaries for clearer understanding. It highlights important financial metrics, risk management details, and insider trading activities. Recent filings include press releases for Q2 2025 financial results and insider transactions detailing stock sales by SVP Mary Lourdes Gibbons and CFO David B. Weinstock.
Essent Group (NYSE: ESNT) director granted additional dividend equivalent units
Essent Group Ltd. director David C. Benson was granted 16 dividend equivalent units (DEUs) linked to unvested equity awards, increasing his total to 56 DEUs. These units are economically equivalent to one common share and vest with the underlying awards, representing a routine compensation-related acquisition rather than an open-market purchase. The transaction was filed on SEC Form 4 on March 25, 2026.
Essent Group (NYSE: ESNT) director awarded dividend equivalent units
Essent Group's director, April Joyce Galda, was granted 16 dividend equivalent units on March 23, 2026. These units, which accrue on her unvested restricted stock and restricted stock unit awards, are economically equivalent to one common share each and vest proportionally with the underlying awards. Following this transaction, Galda holds a total of 56 dividend equivalent units.
Essent Group Ltd. (NYSE:ESNT) Given Consensus Rating of "Hold" by Analysts
Essent Group Ltd. (NYSE:ESNT) has received a consensus "Hold" rating from eleven analysts, with an average 12-month price target of $68.43. The company's Q4 results missed analyst expectations with $1.60 EPS reported against $1.74 expected, and revenue was down 0.8% year-over-year. Despite the earnings miss, Essent Group recently increased its quarterly dividend to $0.35 per share, and institutional investors hold approximately 93% of the company's stock.
Essent Group (NYSE: ESNT) director granted dividend equivalent units as equity compensation
Essent Group Ltd. director Angela L. Heise was granted 16 dividend equivalent units as part of her equity compensation, bringing her total holdings to 56 units. These units accrue on unvested restricted stock and restricted stock units and are economically equivalent to common shares. This transaction is an award, not an open-market purchase or sale, and it reflects routine compensation tied to existing equity awards.
Essent Group Ltd. (NYSE:ESNT) Q2 2025 Earnings Call Transcript
This is an earnings call transcript for Essent Group Ltd.'s Q2 2025 financial results. It is likely to cover the company's financial performance, key operational highlights, and potentially discussions on future outlook, as presented during the quarterly earnings call.
Essent Group Ltd Stock Faces Sector Headwinds Amid Mortgage Insurance Slowdown in 2026
Essent Group Ltd, a leading private mortgage insurer, is navigating a challenging U.S. housing market with a cautious outlook signaling potential slowdowns for mortgage insurance in 2026. The company is focusing on disciplined underwriting, capital efficiency, and risk management to sustain profitability amidst sector headwinds and evolving regulatory guidelines. Investors are advised to monitor delinquency trends and Essent's ability to maintain its strong capital position in a consolidating market.
Essent Group Ltd. Experiences Revision in Its Stock Evaluation Amid Market Trends
Essent Group Ltd., a small-cap insurance company, has seen a slight stock price increase to $57.67, with a 3.74% return over the past year, significantly underperforming the S&P 500. Technical indicators currently suggest a bearish trend across weekly, monthly, and daily analyses. Despite short-term bearish signals, the company has achieved a 52.16% return over the past three years, though still lagging the S&P 500's performance for the same period.
JPMorgan Chase & Co. Lowers Stock Position in Essent Group Ltd. $ESNT
JPMorgan Chase & Co. reduced its stake in Essent Group Ltd. by 33.9% in the third quarter of 2025, selling 347,960 shares and retaining 679,469 shares valued at approximately $43.2 million. Essent Group recently increased its quarterly dividend to $0.35 per share, resulting in a 2.5% yield. Despite this, the company missed Q3 EPS estimates, and analysts currently rate the stock as "Hold" with an average target price of $68.43.
ESNT SEC Filings - Essent Group Ltd 10-K, 10-Q, 8-K Forms
This page provides access to Essent Group Ltd. (ESNT) SEC filings, including 10-K, 10-Q, and 8-K forms, alongside AI-powered summaries to offer detailed insights into the company's financial and operational activities. Recent reported insider transactions include dividend equivalent units acquisitions by several directors and officers, and a sale of shares by an SVP under a 10b5-1 plan. The platform aims to help investors navigate complex regulatory texts with clear explanations and real-time updates from EDGAR.
ESNT Stock News Today | Earnings, Events & Price Alerts
This page provides a comprehensive overview of recent news and events concerning ESNT stock, including earnings reports and dividend announcements. Key updates include Essent Group's Q4 2025 earnings, which reported strong operating performance and a dividend increase, alongside insights into their capital management strategy. Investors can find detailed event summaries and news links related to the company's financial performance.
ESNT SEC Filings - Essent Group Ltd 10-K, 10-Q, 8-K Forms
This page provides access to Essent Group Ltd. (ESNT) SEC filings, including annual 10-K reports, quarterly 10-Q reports, and 8-K material event filings, along with AI-powered summaries. Recent filings highlight insider transactions, such as a director disposing of shares and sales of restricted stock units, and Q2 2025 financial results showing continued profitability, significant assets, and a share repurchase program. The platform aims to help investors navigate complex regulatory documents with summarized insights.
Tudor Investment Corp ET AL Grows Position in Essent Group Ltd. $ESNT
Tudor Investment Corp ET AL increased its stake in Essent Group Ltd. (NYSE:ESNT) by 21.3% in the third quarter, bringing their total holdings to 437,890 shares valued at $27.8 million. Essent Group recently raised its quarterly dividend to $0.35 per share, resulting in an annualized dividend of $1.40 and a 2.4% yield. Despite missing quarterly EPS estimates, analysts maintain an average "Hold" rating with a price target of $68.43 for the company.
Price-Driven Insight from (ESNT) for Rule-Based Strategy
This article provides a price-driven insight for Essent Group Ltd. (NASDAQ: ESNT), highlighting divergent sentiment across different time horizons. It presents three AI-generated trading strategies—position, momentum breakout, and risk hedging—along with multi-timeframe signal analysis for support and resistance levels. The analysis suggests choppy conditions and elevated downside risk due to a lack of long-term support signals.
Essent Group Ltd. Experiences Revision in Its Stock Evaluation Amid Mixed Performance Indicators
Essent Group Ltd., an insurance company, has had its stock evaluation revised due to mixed performance indicators. While short-term technicals show bearish signals, daily moving averages suggest a mildly bullish trend, and the company has demonstrated significant long-term growth despite lagging the S&P 500. This revision highlights the complexities of its market position and performance relative to broader market trends.
Will Essent’s (ESNT) Flat Revenue and EPS Miss Reshape Its Profitability Narrative and Assumptions?
Essent Group's latest quarter showed flat revenue of US$312.4 million, meeting expectations, but earnings per share fell short of analyst estimates. This profit shortfall has raised questions about the company's earnings power, despite management emphasizing resilient operations and a strong business model. While the company's long-term investment narrative remains centered on the need for private mortgage insurance, the EPS miss challenges its near-term profitability reliability.
Will Essent’s (ESNT) Flat Revenue and EPS Miss Reshape Its Profitability Narrative and Assumptions?
Essent Group (ESNT) recently reported flat revenues of US$312.4 million, meeting expectations, but its earnings per share fell short of analyst estimates, raising questions about its earnings power. Despite the EPS miss, management increased the quarterly dividend to US$0.35 per share, reinforcing its message of balance sheet strength and long-term resilience. Investors are now evaluating how this earnings shortfall and dividend increase interact with the 12% post-result share price pullback and concerns about housing affordability.
Capitolis Liquid Global Markets LLC Boosts Holdings in Essent Group Ltd. $ESNT
Capitolis Liquid Global Markets LLC has significantly increased its stake in Essent Group Ltd. (NYSE:ESNT) by 52.2%, now owning 224,700 shares valued at approximately $14.28 million. This comes as Essent Group recently declared an increase in its quarterly dividend to $0.35 per share, and institutional investors collectively hold 93% of the company's stock. Despite missing Q4 EPS estimates, analysts maintain an average "Hold" rating with a target price of $68.43.
Assessing Essent Group (ESNT) Valuation After Flat Revenue And An Earnings Miss
Essent Group (ESNT) recently reported flat year-on-year revenue and missed earnings expectations, leading to a mixed market reaction despite solid longer-term shareholder gains. The stock is currently trading below its average analyst price target, with Simply Wall St's narrative suggesting it is 15% undervalued at $58.09 compared to a fair value of $68.31. However, investors are advised to consider risks such as slower first-time homebuyer demand and potential regulatory changes.
Assessing Essent Group (ESNT) Valuation After Flat Revenue And An Earnings Miss
Essent Group's latest earnings report showed flat revenue of US$312.4 million, meeting expectations, but an earnings miss, leading to a focus on its profitability and valuation. Despite recent share price cooling and a year-to-date decline, the company's shares are considered 15% undervalued by Simply Wall St's narrative, with a fair value of $68.31 compared to its last closing price of $58.09. The article suggests evaluating the risks and rewards, including potential regulatory shifts and the company's expansion into credit risk management, while encouraging investors to explore other investment opportunities.
Essent Group Ltd Stock (ISIN: BMG3198U1027) Faces Pressure Amid Dividend Ex-Date and Earnings Miss
Essent Group Ltd (ESNT) is experiencing stock pressure after going ex-dividend on March 13, 2026, for $0.35 per share, coinciding with a nearly 6% decline in its share price this month. This downturn is attributed to an earnings miss, where EPS came in at $1.60 against an expected $1.74, and subsequent analyst downgrades, including a bearish forecast from UBS. Despite the challenges in the U.S. housing market and increased claims, the company's dividend is seen as sustainable, and the stock's low P/E ratio suggests potential undervaluation for value-oriented investors.
UBS Group Issues Pessimistic Forecast for Essent Group (NYSE:ESNT) Stock Price
UBS Group has lowered its price target for Essent Group (NYSE:ESNT) from $65 to $63, maintaining a "neutral" rating, indicating a potential 9.2% upside. This comes after Essent Group missed its quarterly EPS estimates while revenue was largely in line. The financial services provider currently has a mixed analyst consensus of "Hold" with an average target price of $68.43, higher than UBS's revised target.
First Trust Advisors LP Cuts Stock Position in Essent Group Ltd. $ESNT
First Trust Advisors LP reduced its stake in Essent Group Ltd. by 22.9% in the third quarter, now owning 0.85% of the company's stock valued at $52.47 million. Despite this, other institutions like Barclays PLC, American Century Companies Inc., and Quantbot Technologies LP increased their holdings. Wall Street analysts have issued a "Moderate Buy" rating for Essent Group with an average target price of $69.33, and the company recently increased its quarterly dividend.
Essent Group Ltd. $ESNT Shares Sold by Capital International Investors
Capital International Investors reduced its stake in Essent Group Ltd. (NYSE:ESNT) by 15.8% in the third quarter, selling 373,955 shares. Despite this, other institutional investors like Schroder Investment Management Group and Barclays PLC increased their holdings. Essent Group also reported its latest earnings, missing consensus estimates, but increased its quarterly dividend to $0.35 per share.
Inceptionr LLC Invests $1.12 Million in Essent Group Ltd. $ESNT
Inceptionr LLC has acquired a new stake in Essent Group Ltd. (NYSE:ESNT), purchasing 17,666 shares valued at approximately $1.12 million in the third quarter. Other institutional investors also adjusted their holdings of ESNT, which has seen its dividend increased to $0.35 per share. Analysts have a "Moderate Buy" consensus rating for Essent Group with a target price of $69.33.
Why Is Essent Group Ltd. (ESNT) Stock Up Today?
Essent Group Ltd. (ESNT) stock is up 0.69% today, trading at $58.09, reflecting a positive shift in investor sentiment despite lower-than-average trading volume. The stock is currently below its 50-day and 200-day moving averages, indicating short-term and long-term weakness. Analysts maintain a bullish sentiment, with forecast models projecting significant returns over the next five years.
Return on assets % of Essent Group Ltd. – SWB:EG0
This article displays the "Return on assets %" for Essent Group Ltd. (SWB:EG0), a company listed on the Stuttgart Stock Exchange in the Finance/Specialty Insurance sector. It provides a straightforward data point without additional analysis or historical context. The content is sourced from ICE Data Services and FactSet Research Systems Inc.
Essent Group Ltd. $ESNT Shares Sold by Citigroup Inc.
Citigroup Inc. significantly reduced its stake in Essent Group Ltd. by selling 45.8% of its shares in the third quarter. Despite this, Essent Group announced an increased quarterly dividend and reported Q3 earnings per share of $1.60, slightly below the $1.74 consensus estimate, while maintaining a strong net margin. Analysts generally rate ESNT as a "Moderate Buy" with a consensus target price of $69.33.
Victory Capital Management Inc. Lowers Holdings in Essent Group Ltd. $ESNT
Victory Capital Management Inc. reduced its stake in Essent Group Ltd. by 2% in Q3, selling 20,264 shares, though institutional investors still own about 93% of the stock. Despite missing Q3 EPS and revenue expectations, analysts maintain a "Moderate Buy" rating with a target price of $69.33, and the company recently increased its quarterly dividend to $0.35 per share.
American Century Companies Inc. Buys 198,370 Shares of Essent Group Ltd. $ESNT
American Century Companies Inc. increased its stake in Essent Group Ltd. by 25.4% during Q3, acquiring an additional 198,370 shares to own a total of 978,928 shares valued at approximately $62.22 million. Essent Group recently announced a boost in its quarterly dividend to $0.35 per share, resulting in an annualized dividend of $1.40 and a 2.3% yield. Despite missing Q4 earnings estimates, analysts maintain a "Moderate Buy" rating for Essent Group with a consensus target price of $69.33.
ESNT Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Essent Group Ltd (ESNT), including its income statement, balance sheet, and cash flow for fiscal year 2025 and previous periods. It highlights key financial metrics such as revenue, net income, EPS, and debt-to-equity ratio, alongside financial health scores and ratios like Piotroski F-Score and earnings quality. The company generated $1.3B in revenue and an EPS of $6.90 in FY2025, maintaining strong financial health with a low debt-to-equity ratio and high cash-backed earnings.
[Form 4] Essent Group Ltd. Insider Trading Activity
Essent Group Ltd.'s SVP and Chief Risk Officer, Vijay Bhasin, engaged in insider trading activity on March 1, 2026, as reported in a Form 4 SEC filing. He exercised 1,668 dividend equivalent units into common shares and had 12,673 common shares delivered back to Essent to cover tax withholding on vested restricted shares. After these transactions, Bhasin holds 198,932 common shares and 1,226 dividend equivalent units directly.
Essent Group (NYSE: ESNT) CEO logs award exercise and tax share delivery
Essent Group Ltd. CEO Mark Casale engaged in equity award transactions, exercising 14,029 dividend equivalent units into common shares at $0.00 each. To cover tax withholding, 103,324 common shares were delivered back to the issuer at $60.84 per share. After these transactions, Casale directly owns 2,231,544 common shares and indirectly holds 250,000 common shares through a trust.
A Look At Essent Group (ESNT) Valuation After Recent Share Price Weakness
Essent Group's (ESNT) shares have recently experienced weakness, closing at $60.84, yet the company is considered undervalued with a fair value of $68.31, presenting a potential buying opportunity. Analysts have a consensus price target of $66.25, though individual targets range from $59.0 to $70.0. The article encourages investors to analyze the underlying factors, including revenue growth and profit margins, but also to consider risks like housing affordability and changes to Fannie Mae or Freddie Mac preferences.
Essent Group Ltd. (NYSE:ESNT) Receives Average Rating of "Moderate Buy" from Analysts
Essent Group Ltd. (NYSE:ESNT) has received a "Moderate Buy" consensus rating from analysts, with five recommending a hold and five a buy, and an average 1-year target price of $69.33. The company recently reported quarterly earnings that missed expectations at $1.60 EPS versus $1.74 expected, though revenue was in line, and they increased their quarterly dividend to $0.35. Institutional investors hold 93% of the stock, with significant new positions from firms like Norges Bank and AQR Capital Management.
Intech Investment Management LLC Lowers Holdings in Essent Group Ltd. $ESNT
Intech Investment Management LLC reduced its stake in Essent Group Ltd. (NYSE:ESNT) by 37.2% in the third quarter, now owning 165,577 shares valued at $10.52 million. Other institutional investors also adjusted their positions, and insiders like SVP Mary Lourdes Gibbons sold shares. Essent Group announced an increased quarterly dividend of $0.35 per share and reported Q4 earnings that missed analyst estimates.
JPMorgan Chase & Co. Trims Position in Essent Group Ltd. $ESNT
JPMorgan Chase & Co. reduced its stake in Essent Group Ltd. by 33.9% in the third quarter of 2025, selling 347,960 shares and currently holding 679,469 shares valued at approximately $43.2 million. Essent Group recently increased its quarterly dividend to $0.35 per share, yielding about 2.3%, and reported Q4 EPS of $1.60, missing analyst expectations of $1.74, while revenue was nearly flat year-over-year. Analysts have mixed views on the stock, with an average target price of $69.33.
BofA Raised Target Price on Essent Group (ESNT) to $68
Bank of America raised its target price on Essent Group (ESNT) to $68 from $66, reiterating a Buy recommendation despite the company missing Q4 2025 earnings estimates. The firm adjusted its FY26 and FY27 EPS forecasts but stated the miss was not "thesis changing," noting Essent's stable gross premium rate, increased total insurance in force, healthy operating cash flows, and increased quarterly dividend to $0.35 per share.
BofA Raised Target Price on Essent Group (ESNT) to $68
Bank of America raised its target price for Essent Group (ESNT) to $68 from $66, reiterating a Buy recommendation despite Essent's Q4 earnings slightly missing forecasts. The firm adjusted its FY26 and FY27 EPS forecasts following the Q4 results but noted the miss was not "thesis changing." Essent demonstrated stable gross premium rates, risk management through reinsurance, and increased its quarterly dividend, indicating a healthy operational strategy.
