Essent Group Ltd (ESNT) Shares Fall 8.4% -- What GF Score of 94 Tells Investors
Essent Group Ltd (ESNT) shares recently fell by 8.4% to $57.91, despite a high GF Score of 94/100 indicating strong overall performance, particularly in profitability, growth, and valuation. GuruFocus' GF Value™ suggests the stock is "Modestly Undervalued" at $57.91 against an intrinsic value of $74.87, presenting a potential opportunity for investors. However, significant insider selling of $16.8 million over the past year and mixed guru activity raise caution, suggesting potential challenges or a lack of insider confidence.
Essent Group slumps 8% amid 12-day losing streak (ESNT:NYSE)
Essent Group (ESNT) experienced an 8% stock decline, extending a 12-day losing streak, attributed to rising interest rates and broader losses among mortgage insurance peers. The stock is currently in oversold territory with an RSI of 25.59, trading below its 50-day moving average. Analysts are concerned about rising loss ratios, increased reinsurance risk, and potential constraints on capital returns, limiting its near-term investment upside despite stable core operations.
Essent Group stock reports 14.30 percent EPS growth at EUR 56.00
Essent Group reported a 14.30% increase in diluted EPS to USD 2.08 in Q2 2026, with net income at USD 189.7 million and insurance in force reaching USD 249.7 billion. The company maintains a quarterly dividend of USD 0.35 and has repurchased shares, while analysts have an average 12-month price target of USD 71.86. The stock was trading at EUR 56.00, below its 52-week high, with a market capitalization of USD 5.8 billion.
Essent Group (ESNT) Could Be 14% Undervalued On Buybacks And Dividend Support
Essent Group (ESNT) is considered 14% undervalued with a fair value of $74.71 per share, despite a recent share price pullback. The company's strong capital position, including share repurchases and a quarterly dividend, supports future earnings per share growth. Investors are encouraged to assess the company's mixed performance and potential risks in a volatile housing market.
Essent Group stock trades 6.99 percent below its yearly high
Essent Group stock traded at USD 65.45 on September 23, 2026, 6.99 percent below its 52-week high of USD 70.37. The company reported strong Q2 2026 results with revenue of USD 362.686 million and net income of USD 189.714 million. Analysts have a consensus "Hold" rating with an average 12-month price target of USD 71.86, suggesting limited upside from its current trading price.
Earnings Preview: Essent Group (ESNT) Q2 Earnings Expected to Decline
Essent Group (ESNT) is projected to report a year-over-year decline in Q2 earnings despite an increase in revenues. Wall Street anticipates earnings of $1.77 per share, down 8.3%, with revenues rising 2.8% to $327.93 million. The company's Zacks Earnings ESP of -5.65% combined with a Zacks Rank #4 suggests it may not beat consensus EPS estimates, although it has surprised positively in two of the last four quarters.
Essent Group (ESNT) Stock May Trade At A Discount To Earnings
Essent Group (ESNT) has shown strong long-term share price gains, but its current valuation raises questions about whether it accurately reflects the company's earnings power, which is closely tied to mortgage credit performance. The stock trades at roughly 8.9x earnings, similar to peers but much lower than the broader diversified financial industry. A tailored model suggests the shares may be undervalued based on Essent Group's returns on equity, balance sheet strength, and risk profile.
Essent Group (NYSE: ESNT) CFO sells shares under preset plan
Essent Group's SVP and CFO, David B. Weinstock, sold 5,500 common shares of ESNT on September 15, 2026, for a weighted average price of $68.54 per share. This transaction was executed under a Rule 10b5-1 trading plan. Following the sale, Weinstock directly holds 29,994 common shares in the company.
Essent Group Insider Sold Shares Worth $376,970, According to a Recent SEC Filing
An insider at Essent Group (ESNT) recently sold shares valued at $376,970, as reported in a recent SEC filing. This transaction occurred on September 17, 2026. The article also mentions other recent news for Essent Group, including an RBC Capital price target adjustment and dividend declarations.
Essent Group Director Heise Angela L's Derivative Securities Award Comprises 46.4% of Holdings
Essent Group Ltd. (NYSE: ESNT) Director Heise Angela L received a significant award of derivative securities on September 10, 2026. This award constitutes approximately 46.4% of her total derivative securities holding in the company. The transaction updates her reported derivative position, offering key insights for investors.
Essent Group (NYSE: ESNT) director gets new share-equivalent units
Essent Group director Martin P. Connor received 28 dividend equivalent units in two separate grants on June 10, 2026, and September 10, 2026. These units are tied to unvested equity awards and are considered the economic equivalent of one common share of Essent Group Ltd. The grants were compensation-related, with a stated price of $0.00 per unit, and are not open-market purchases.
Essent Group (NYSE: ESNT) director awarded dividend-linked stock units
Essent Group Ltd. director Anu Karna was awarded 13 dividend equivalent units on September 10, 2026, increasing their total directly held units to 28. These units are economically equivalent to one common share each and are tied to unvested restricted stock awards, vesting proportionately with them. The transaction was reported in a Form 4 filing, indicating a neutral impact and sentiment.
Essent Group Director Benson David C Receives Derivative Award Equal to 46.4% of Holdings
Essent Group Ltd. director Benson David C was granted derivative securities on September 10, 2026, which accounted for 46.4% of his total derivative-securities holding after the transaction. This award, classified under code A, provides investors with insight into the director's derivative position. The transaction highlights the award's significance within Benson David C's overall derivative securities portfolio.
Essent Group Director Connor Martin P. Granted 28 Derivative Securities Between June and September 2026
Essent Group Ltd. director Connor Martin P. was granted 28 derivative securities at no cost through two transactions between June 10 and September 10, 2026. These transactions, reported under SEC code A, resulted in Martin P. holding 28 derivative securities.
Essent Group Director Pauls Douglas J Receives Derivative Securities Award Representing 46.4% of Holdings
Essent Group director Pauls Douglas J was granted derivative securities on September 10, 2026, which now represent approximately 46.4% of his total derivative holdings in the company. This transaction, classified under SEC code A, highlights the significant increase in his stake. The details underscore the director's expanded position within Essent Group (NYSE: ESNT).
Essent Group (NYSE: ESNT) CEO now holds 19,806 dividend units
Essent Group's CEO, Mark Casale, was granted an additional 2,708 dividend equivalent units on September 10, 2026, as part of a compensation-related award linked to his unvested equity. This transaction increases his total direct holdings of dividend equivalent units to 19,806, with each unit being the economic equivalent of one common share. These units accrue on unvested restricted stock and restricted stock unit awards and vest proportionately with the underlying awards.
Essent Group (ESNT) director gifts and sells shares
Essent Group director Roy James Kasmar gifted 2,625 shares to his living trust and the trust subsequently sold 4,837 shares at around $68.70 per share on September 14, 2026. These transactions, including a grant of 13 dividend equivalent units, were executed under a Rule 10b5-1 trading plan. Following the gift, Kasmar directly holds 0 common shares, with 21,361 shares held indirectly by his living trust.
ESNT vs. CINF: Which Stock Is the Better Value Option?
This article compares Essent Group (ESNT) and Cincinnati Financial (CINF) to determine which is the better value stock based on Zacks Rank and Style Scores. ESNT holds a Zacks Rank of #2 (Buy) and a Value Grade of B, showcasing stronger earnings estimate revisions and more attractive valuation metrics like a lower forward P/E and P/B ratio compared to CINF. The analysis suggests ESNT is the superior value option.
Essent Group Ltd's Dividend Analysis
Essent Group Ltd (ESNT) recently declared a $0.35 per share dividend, with a strong history of consistent payments since 2019 and impressive dividend growth rates over the past five years. The company exhibits a very low payout ratio of 0.18 and good profitability, indicating strong dividend sustainability despite recent negative EPS growth and underperformance in revenue and EBITDA growth compared to peers. Investors should monitor the company's growth strategies to ensure long-term dividend reliability.
Essent Group Director Douglas J. Pauls Executes Gift Transfer and Trust Share Sale
Essent Group Ltd. director Douglas J. Pauls completed a gift transfer of 2,625 common shares to a revocable trust and subsequently sold 2,500 shares from the trust at $69.7 per share. Following these transactions, Pauls directly holds zero shares, while his indirect ownership through the trust stands at 30,154 common shares. These movements were disclosed in a Form 4 filing dated August 25, 2026.
Essent Group (NYSE: ESNT) director shifts shares to trust, sells 2,500
Essent Group (NYSE: ESNT) director Douglas J. Pauls reported gifting 2,625 shares from his direct holdings to the Douglas J. Pauls Revocable Trust on August 24, 2026, leaving him with no directly held shares. The trust subsequently sold 2,500 shares at $69.70 each. These transactions were not conducted under a Rule 10b5-1 trading plan.
Is Essent Group (ESNT) Fairly Valued Or Is More Upside Still In View?
Essent Group (ESNT) recently closed at US$68.07, showing mixed short-term performance but strong long-term returns. Analysts suggest the stock is undervalued, with a fair value estimate of US$74.71, supported by its expansion into credit risk management. However, potential risks include housing affordability issues and increased alternative risk transfer by GSEs.
Essent Group (NYSE: ESNT) director to sell 2,500 shares
Essent Group Ltd. director Douglas J. Pauls plans to sell 2,500 common shares under Rule 144, valued at approximately $171,578. The sale is scheduled for August 24, 2026, through Raymond James & Associates on the NYSE. These shares were acquired from the issuer in multiple cash purchases between 2021 and 2025.
Essent Group (ESNT) Could Be a Great Choice
Essent Group (ESNT) is highlighted as a strong investment choice for income investors due to its attractive dividend yield of 2.01%, which is higher than its industry and the S&P 500. The company has a history of consistent dividend growth, with an average annual increase of 16.21% over the last five years, and solid earnings growth projected for 2026. ESNT also holds a strong Zacks Rank of #2 (Buy), making it a compelling option for those seeking both income and growth.
Essent Group (NYSE: ESNT) CEO sells shares in 10b5-1 plan trades
Essent Group Ltd.'s Chairman, CEO, and President, Mark Casale, reported the sale of 41,853 common shares through a Rule 10b5-1 trading plan. The sales occurred on August 18 and August 19, 2026, at weighted average prices of $70.18 and $70.07 per share, respectively. This transaction is categorized as a net sale of $2.93 million and leaves an indirect holding of 250,000 shares via the Mark A Casale Trust.
Essent Group (ESNT) Upgraded to Buy: What Does It Mean for the Stock?
Essent Group (ESNT) has received an upgrade to a Zacks Rank #2 (Buy) due to an upward trend in its earnings estimates. This upgrade suggests a positive outlook for the mortgage insurance and reinsurance holding company's earnings, which could lead to a favorable impact on its stock price. The Zacks rating system, which relies on earnings estimate revisions, indicates that ESNT is positioned in the top 20% of Zacks-covered stocks.
Essent Group (NYSE: ESNT) CEO lines up multimillion-dollar stock sale
Essent Group Ltd. (ESNT) CEO and President, Mark Casale, has filed a Rule 144 notice to sell 100,000 shares of common stock through J.P. Morgan Securities LLC, valued at approximately $6.9 million. These shares are related to RSU vesting events from 2019 and 2020. The filing also details Casale's recent open-market sales over the past three months, providing transparency into insider transactions.
Essent Group (NYSE: ESNT) risk chief sells 14,175 shares under plan
Essent Group's SVP and Chief Risk Officer, Vijay Bhasin, sold 14,175 common shares at $70.00 each on August 18, 2026. This transaction was conducted under a Rule 10b5-1 trading plan. Following the sale, Bhasin directly holds 184,274 common shares of ESNT.
Essent Group Ltd stock hits all-time high at 70.37 USD
Essent Group Ltd (ESNT) stock reached an all-time high of $70.37, marking a 15.3% total return over the past year. Despite being considered overvalued by InvestingPro analysis, the company reported strong Q2 2026 earnings, exceeding profit expectations, and has consistently raised dividends for seven consecutive years. These achievements highlight investor confidence and the company's financial stability in the mortgage insurance sector.
Essent Group (NYSE: ESNT) holder to sell 14,175 shares
An insider of Essent Group Ltd. (ESNT), Vijay Bhasin, plans to sell 14,175 common shares valued at $992,250.00 under Rule 144. These shares originate from restricted stock that vested on March 1, 2024. The filing also notes a previous sale of 483 shares on August 7, 2026, for $33,810.00.
Essent Group Ltd stock hits all-time high at 70.37 USD
Essent Group Ltd (ESNT) stock reached an all-time high of $70.37, driven by strong financial performance and investor confidence. The company recently surpassed Wall Street's profit expectations for Q2 2026, posting adjusted earnings of $2.08 per share, and has consistently raised its dividend for seven consecutive years. Despite revenue falling slightly short of estimates, the robust earnings and capital returns to shareholders highlight the company's financial health in the mortgage insurance industry.
5 Insightful Analyst Questions From Essent Group’s Q2 Earnings Call
Essent Group's Q2 earnings call highlighted strong performance driven by a stable credit environment and high persistency in its mortgage insurance portfolio. The CEO emphasized the "Buy, Manage & Distribute" model and growth in book value per share. Analysts focused on premium yield stability, competitive trends, potential credit risk from VantageScore, and the company's approach to AI adoption.
Essent Group (ESNT) Is Up 5.8% After Stronger EPS And Major Buyback Completion - What's Changed
Essent Group (ESNT) has reported strong Q2 and H1 2026 results, including higher revenue and EPS, a US$0.35 dividend, and the completion of a US$348 million share repurchase program. This buyback reduced shares by 6.19% and, combined with rising per-share earnings, indicates management's focus on capital return, despite slightly lower net income. The company's investment narrative remains tied to US mortgage activity, with a fair value projected at $72.00, suggesting a 4% upside from its current price.
Essent Group (NYSE:ESNT) Raised to "Buy" at Wall Street Zen
Wall Street Zen upgraded Essent Group (NYSE:ESNT) to a "Buy" rating from "Hold," despite the broader analyst consensus remaining "Hold" with an average price target of $71.86. The company recently reported quarterly earnings of $2.08 per share and revenue of $362.69 million. Insiders have sold 40,320 shares worth approximately $2.63 million over the past quarter, while institutional investors own about 93% of the stock.
16,826 Shares in Essent Group Ltd. $ESNT Bought by Summit Global Investments
Summit Global Investments acquired 16,826 shares of Essent Group Ltd. (ESNT) worth approximately $1.08 million in the second quarter. This purchase contributed to institutional investors owning 93% of the company, even as Essent insiders, including CEO Mark Casale and SVP Vijay Bhasin, sold shares under Rule 10b5-1 plans. Analysts generally maintain a "Hold" rating on ESNT with an average price target of $71.86, while the company reported strong quarterly EPS and declared a $0.35 dividend.
Vijay Bhasin Sells 483 Shares of Essent Group (NYSE:ESNT) Stock
Essent Group SVP Vijay Bhasin sold 483 shares of ESNT stock for $33,810 on August 7th, reducing his direct ownership by 0.24% through a Rule 10b5-1 plan. The company's stock rose 0.4% to $69.53, reported quarterly EPS of $2.08, and declared a $0.35 dividend. Analysts maintain a consensus "Hold" rating with an average price target of $71.86, and institutional investors hold about 93% of the company's shares.
Essent Group (ESNT) risk chief sells 483 shares under trading plan
Essent Group Ltd.'s SVP and Chief Risk Officer, Vijay Bhasin, sold 483 common shares at $70.00 per share on August 7, 2026, through a Rule 10b5-1 trading plan. After this transaction, Bhasin directly holds 198,449 common shares of the company. The sale amounted to $34,000 and was reported in a Form 4 filing.
Essent Group (ESNT) Is Up 5.8% After Stronger EPS And Major Buyback Completion - What's Changed
Essent Group (ESNT) has seen a 5.8% increase following its Q2 and H1 2026 results, reporting higher revenue and EPS. The company also completed a significant US$348 million share buyback, reducing its shares by 6.19%, and declared a US$0.35 quarterly dividend. Despite a slightly lower net income, the focus on capital return and share count reduction is evident, although investors need to consider risks related to housing affordability and potential slower home price growth.
ETFs Investing in Essent Group Ltd. Stocks
This article lists various ETFs that include Essent Group Ltd. (ESNT) stocks in their portfolios. The ETFs are sorted by market value and provide details such as weight of ESNT in the fund, issuer, management style, expense ratio, AUM, price, and 3-year NAV total return. The information helps investors understand how different ETFs offer exposure to Essent Group Ltd. and other related stocks.
Essent Group Ltd. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting Next
Essent Group Ltd. (NYSE:ESNT) recently announced a strong earnings beat, with revenues hitting US$363 million and statutory earnings per share exceeding analyst expectations by 19%. Despite a slight downgrade in revenue forecasts, analysts increased their EPS predictions for 2026 to US$7.48, leading to an 8.7% rise in the average price target to US$74.71. However, the company's projected revenue growth of 1.9% annually until 2026 is expected to be slower than its historical growth and the wider industry.
Essent Group Ltd. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting Next
Essent Group Ltd. (NYSE: ESNT) recently reported a strong quarterly performance, beating revenue and EPS expectations. Following these results, analysts have updated their forecasts for 2026, slightly increasing EPS predictions despite a minor decrease in revenue estimates, leading to an 8.7% rise in the average price target. While the improved earnings outlook is positive, revenue growth is expected to slow and lag behind the broader industry.
FMR LLC Reduces Stake in Essent Group Ltd (ESNT) by 42.76%
FMR LLC (Fidelity) significantly reduced its stake in Essent Group Ltd (ESNT) by 42.76% on June 30, 2026, selling over 2.1 million shares. Despite this reduction, Essent Group remains a fundamentally sound entity with strong growth potential, evidenced by its GF-Score of 91/100 and "Fairly Valued" status according to GuruFocus's GF Value model. The transaction likely reflects portfolio rebalancing by FMR LLC, which maintains a diversified investment approach with a bias towards high-growth industries.
Is Essent Group (ESNT) Cheap As Buybacks And EPS Growth Support Its Latest Results?
Essent Group (ESNT) recently announced its Q2 2026 results, showing increased revenue but a slight dip in net income, while diluted EPS rose to US$2.08. The company affirmed a quarterly cash dividend of US$0.35 and completed a significant share buyback program totaling US$348 million, highlighting its focus on capital returns. Despite a softer net income, the stock has shown positive momentum with a 5-year total shareholder return of 58.45% and is considered undervalued with a fair value of $72.
These Analysts Boost Their Forecasts On Essent Group After Upbeat Q2 Results
Essent Group Ltd. reported better-than-expected Q2 2026 results with earnings of $2.08 per share and sales of $362.686 million, surpassing analyst estimates. Following the strong performance, analysts from Barclays and RBC Capital maintained their ratings but raised their price targets for the company, reflecting confidence in its profitability and capital management. Essent Group's CEO highlighted the resilience of their operating model and consistent cash flow.
ESNT Q2 Earnings & Revenues Top Estimates on Strong Reinsurance Growth
Essent Group (ESNT) reported strong second-quarter 2026 results, with operating net income per share and revenues surpassing Zacks Consensus Estimates. The positive performance was driven by higher total revenues, significant growth in net premiums earned from its reinsurance segment, and increased income from other invested assets, despite higher provisions for losses and operating expenses. The company also announced a quarterly dividend of 35 cents per share and repurchased 5.8 million common shares.
Essent Group (NYSE:ESNT) Stock Price Expected to Rise, Royal Bank Of Canada Analyst Says
Royal Bank of Canada raised its price target for Essent Group (NYSE:ESNT) from $68 to $75, maintaining a "sector perform" rating and suggesting a nearly 10% upside. This comes despite Essent Group shares falling 0.8% recently, with the company reporting strong quarterly earnings and revenue. Institutional investors hold a significant portion of the stock, though insiders have sold shares worth approximately $2.59 million in the last 90 days.
What Essent Group (ESNT)'s Q2 2026 Results and Dividend Hike Mean For Shareholders
Essent Group Ltd. reported its Q2 2026 results, showing increased revenue and diluted EPS, despite a slight dip in net income. The company declared a quarterly dividend of US$0.35 per share, signaling confidence in its cash generation and capital return strategy. While the dividend provides a positive signal, the article highlights potential long-term risks from evolving alternative credit models and AI-driven underwriting that could pressure traditional mortgage insurance profitability.
Press Release: Essent Group Ltd. Announces Second Quarter 2026 Results and Declares Quarterly Dividend
Essent Group Ltd. announced its second quarter 2026 financial results, reporting net income of $187.2 million and adjusted net income of $187.7 million. The company also declared a quarterly cash dividend of $0.27 per common share, payable on September 12, 2026, to shareholders of record as of September 1, 2026. These results highlight Essent's continued financial performance and commitment to returning value to its shareholders.
Essent Group (ESNT) Stock Rallies As Capital Strength Cushions Margin Slip
Essent Group's stock rallied 4.9% after its Q2 2026 earnings report, despite a slight dip in net profit margin. The company demonstrated strong revenue growth and maintained robust capital strength, appealing to both short-term traders and long-term investors. While concerns about slowing growth in insurance in force and modest pressure on premium yields exist, Essent Group's diversified housing-linked fee streams and contained defaults support an optimistic outlook.
Essent Group Ltd. Q2 2026: Revenue $362.7M, EPS $2.08— 10-Q Summary
Essent Group Ltd. reported strong second-quarter 2026 results with revenue of $362.7 million and diluted EPS of $2.08, driven by increased mortgage production and higher investment yields. While net income saw a slight year-over-year dip, the company expanded into property & casualty reinsurance and maintained strong portfolio persistency. Elevated market yields also contributed to improved operating cash generation.
