ESNT
Essent Group Ltd.
$58.38
+0.78%
$5.4B
No data for this timeframe.
Vol
Market Cap$5.4B
Cap SizeMid Cap
Analyst ConsensusHold (47%)
Insider Activity0B / 4S
Insider Net $-$1.7M
SEC Reports4
Press Releases1
Recent Activity
May 8, 2026
SEC
Essent Group Ltd. reported Q1 2026 diluted EPS of $1.82, beating the $1.75 consensus estimate by 4.0%, on total revenues
8-K — Impact 4/10
May 8, 2026
Press
Essent Group reported Q1 2026 net income of $171.8M ($1.82 diluted EPS), down slightly from $175.4M ($1.69 diluted EPS)
Impact 4/10
May 8, 2026
dividend
Essent Group Ltd. Announces First Quarter 2026 Results and Declares Quarterly Dividend
Essent Group Ltd. Announces First Quarter 2026 Results and Declares Quarterly Dividend
May 7, 2026
Insider
Galda April Joyce acquired via exercise 56 shares
Director
May 7, 2026
Insider
Heise Angela L acquired via exercise 56 shares
Director
May 7, 2026
Insider
Dutt Aditya acquired via exercise 56 shares
Director
Apr 30, 2026
SEC
Two top insiders at Essent Group, including the Chairman/CEO and SVP/Chief Legal Officer, sold a combined $1.13M in open
CLUSTER — Impact 2/10
Apr 28, 2026
SEC
CEO Mark Casale filed a Form 144 to sell 250,000 shares (~$16.1M), a significant increase from recent insider activity.
144 — Impact 6/10
Price Targets
$67.75
+16.1% upside
Buy
Current $58.38
Low $62.00
Median $68.50
High $73.00
8 analysts
$62.00
$73.00
Analyst Ratings
3Strong Buy
4Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 4, 2026 | Keefe, Bruyette & Woods | UPGRADE | Market Perform → Outperform |
| May 22, 2026 | RBC Capital | INITIATE | Sector Perform |
| May 11, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 9, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Apr 6, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.78 ▼ -2.3% | $1.68 — $1.83 | -8% YoY | 7 |
| Next Q | $1.83 | $1.70 — $1.90 | 9% YoY | 7 |
| Current FY | $7.23 ▲ +0.7% | $6.91 — $7.45 | 5% YoY | 7 |
| Next FY | $7.72 | $7.29 — $8.20 | 7% YoY | 6 |
Latest Reports
NEUTRAL
8-K
4/10
Essent Group Ltd. reported Q1 2026 diluted EPS of $1.82, beating the $1.75 consensus estimate by 4.0%, on total revenues
May 8, 2026
NEUTRAL
Press
4/10
Essent Group reported Q1 2026 net income of $171.8M ($1.82 diluted EPS), down slightly from $175.4M ($1.69 diluted EPS)
May 8, 2026
NEUTRAL
CLUSTER
2/10
Two top insiders at Essent Group, including the Chairman/CEO and SVP/Chief Legal Officer, sold a combined $1.13M in open
Apr 30, 2026
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 7, 2026 | Galda April | M | $0.00 |
| May 7, 2026 | Heise Angela | M | $0.00 |
| May 7, 2026 | Dutt Aditya | M | $0.00 |
| May 7, 2026 | Galda April | M | $0.00 |
| May 7, 2026 | Heise Angela | M | $0.00 |
No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.
14 unique insiders with 50 transactions. Net insider value: -$1.7M ($0.00 bought, $1.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 7, 2026 | Galda April Joyce | Director | EXERCISE | 56 | — | — |
| May 7, 2026 | Heise Angela L | Director | EXERCISE | 56 | — | — |
| May 7, 2026 | Dutt Aditya | Director | EXERCISE | 56 | — | — |
| May 7, 2026 | Galda April Joyce | Director | EXERCISE | 2,569 | — | — |
| May 7, 2026 | Heise Angela L | Director | EXERCISE | 2,569 | — | — |
| May 7, 2026 | KASMAR ROY JAMES | Director | EXERCISE | 2,569 | — | — |
| May 7, 2026 | KASMAR ROY JAMES | Director | EXERCISE | 56 | — | — |
| May 7, 2026 | Dutt Aditya | Director | EXERCISE | 2,569 | — | — |
| May 7, 2026 | SPIEGEL WILLIAM | Director | EXERCISE | 2,569 | — | — |
| May 7, 2026 | PAULS DOUGLAS J | Director | EXERCISE | 56 | — | — |
| May 7, 2026 | SPIEGEL WILLIAM | Director | EXERCISE | 56 | — | — |
| May 7, 2026 | PAULS DOUGLAS J | Director | EXERCISE | 2,569 | — | — |
| May 7, 2026 | Benson David C | Director | EXERCISE | 2,569 | — | — |
| May 7, 2026 | Benson David C | Director | EXERCISE | 56 | — | — |
| May 7, 2026 | Connor Martin P. | Director | AWARD | 2,443 | — | — |
| May 7, 2026 | Karna Anu | Director | EXERCISE | 2,569 | — | — |
| May 7, 2026 | Karna Anu | Director | EXERCISE | 56 | — | — |
| May 6, 2026 | Karna Anu | Director | AWARD | 2,443 | — | — |
| May 6, 2026 | Benson David C | Director | AWARD | 2,443 | — | — |
| May 6, 2026 | SPIEGEL WILLIAM | Director | AWARD | 2,443 | — | — |
| May 6, 2026 | Dutt Aditya | Director | AWARD | 2,443 | — | — |
| May 6, 2026 | KASMAR ROY JAMES | Director | AWARD | 2,443 | — | — |
| May 6, 2026 | Heise Angela L | Director | AWARD | 2,443 | — | — |
| May 6, 2026 | PAULS DOUGLAS J | Director | AWARD | 2,443 | — | — |
| May 6, 2026 | Galda April Joyce | Director | AWARD | 2,443 | — | — |
| Apr 28, 2026 | Gibbons Mary Lourdes | SVP and Chief Legal Officer | SELL | 4,250 | $65.01 | $276.3K |
| Apr 28, 2026 | CASALE MARK | Chairman, CEO and President | SELL | 13,064 | $65.05 | $849.8K |
| Apr 20, 2026 | Gibbons Mary Lourdes | SVP and Chief Legal Officer | SELL | 7,628 | $63.01 | $480.6K |
| Apr 17, 2026 | Gibbons Mary Lourdes | SVP and Chief Legal Officer | SELL | 872 | $63.00 | $54.9K |
| Apr 1, 2026 | WEINSTOCK DAVID B | SVP and CFO | EXERCISE | 8,333 | — | — |
| Apr 1, 2026 | WEINSTOCK DAVID B | SVP and CFO | TAX W/H | 3,765 | $58.25 | $219.3K |
| Apr 1, 2026 | WEINSTOCK DAVID B | SVP and CFO | EXERCISE | 527 | — | — |
| Mar 23, 2026 | Dutt Aditya | Director | AWARD | 16 | — | — |
| Mar 23, 2026 | SPIEGEL WILLIAM | Director | AWARD | 16 | — | — |
| Mar 23, 2026 | WEINSTOCK DAVID B | SVP and CFO | AWARD | 468 | — | — |
| Mar 23, 2026 | PAULS DOUGLAS J | Director | AWARD | 16 | — | — |
| Mar 23, 2026 | Heise Angela L | Director | AWARD | 16 | — | — |
| Mar 23, 2026 | Benson David C | Director | AWARD | 16 | — | — |
| Mar 23, 2026 | CASALE MARK | Chairman, CEO and President | AWARD | 3,171 | — | — |
| Mar 23, 2026 | KASMAR ROY JAMES | Director | AWARD | 16 | — | — |
| Mar 23, 2026 | Gibbons Mary Lourdes | SVP and Chief Legal Officer | AWARD | 420 | — | — |
| Mar 23, 2026 | Galda April Joyce | Director | AWARD | 16 | — | — |
| Mar 23, 2026 | Karna Anu | Director | AWARD | 16 | — | — |
| Mar 23, 2026 | Curran Christopher G | Pres., Essent Guaranty, Inc. | AWARD | 547 | — | — |
| Mar 23, 2026 | Bhasin Vijay | SVP and Chief Risk Officer | AWARD | 378 | — | — |
| Mar 1, 2026 | Bhasin Vijay | SVP and Chief Risk Officer | EXERCISE | 1,668 | — | — |
| Mar 1, 2026 | Gibbons Mary Lourdes | SVP and Chief Legal Officer | EXERCISE | 1,850 | — | — |
| Mar 1, 2026 | Gibbons Mary Lourdes | SVP and Chief Legal Officer | EXERCISE | 3,093 | — | — |
| Mar 1, 2026 | Curran Christopher G | Pres., Essent Guaranty, Inc. | EXERCISE | 2,406 | — | — |
| Mar 1, 2026 | CASALE MARK | Chairman, CEO and President | EXERCISE | 14,029 | — | — |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 3.8/10.
NEUTRAL
8-K
4/10
Essent Group Ltd. reported Q1 2026 diluted EPS of $1.82, beating the $1.75 consensus estimate by 4.0
May 8, 2026
NEUTRAL
CLUSTER
2/10
Two top insiders at Essent Group, including the Chairman/CEO and SVP/Chief Legal Officer, sold a com
Apr 30, 2026
BEARISH
144
6/10
CEO Mark Casale filed a Form 144 to sell 250,000 shares (~$16.1M), a significant increase from recen
Apr 28, 2026
NEUTRAL
PRESS-RELEASE
3/10
Essent Group announced a conference call to discuss its Q1 2026 earnings, which will be released on
Apr 17, 2026
Current analyst consensus: Hold (47% buy). Based on 15 analysts: 3 strong buy, 4 buy, 8 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$67.75 mean target
+16.1% upside
Buy (2.13)
$62.00 Low
$73.00 High
| Metric | Value |
|---|---|
| Current Price | $58.38 |
| Target Low | $62.00 |
| Target Mean | $67.75 |
| Target Median | $68.50 |
| Target High | $73.00 |
| # Analysts | 8 |
| Recommendation | Buy (2.13) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.78 | $1.68 | $1.83 | -8.0% | -2.3% | 0↑ 4↓ | $0.3B | 6.8% | 7 |
| Next Q 2026-09-30 |
$1.83 | $1.70 | $1.90 | 9.3% | -0.1% | 2↑ 2↓ | $0.4B | 12.5% | 7 |
| Current FY 2026-12-31 |
$7.23 | $6.91 | $7.45 | 4.8% | +0.7% | 4↑ 0↓ | $1.4B | 9.0% | 7 |
| Next FY 2027-12-31 |
$7.72 | $7.29 | $8.20 | 6.8% | -0.3% | 2↑ 1↓ | $1.5B | 7.0% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.775 | |
| 7d ago | $1.769 | +0.006 |
| 30d ago | $1.817 | -0.041 |
| 60d ago | $1.828 | -0.053 |
| 90d ago | $1.827 | -0.052 |
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 4, 2026 | Keefe, Bruyette & Woods | UPGRADE | Market Perform | Outperform |
| May 22, 2026 | RBC Capital | INITIATE | — | Sector Perform |
| May 11, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 9, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 6, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 12, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Feb 17, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 12, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jan 6, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 2, 2026 | Roth Capital | MAINTAIN | Buy | Buy |
| Dec 18, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 4 | 8 | 0 | 0 | 47% | |
| May 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Apr 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Mar 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Feb 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Jan 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 8, 2026
dividend
Essent Group Ltd. Announces First Quarter 2026 Results and Declares Quarterly Dividend
Essent Group Ltd. Announces First Quarter 2026 Results and Declares Quarterly Dividend
May 8, 2026
earnings_calendar
ESNT Q1 2026 Earnings Before Market Open — 2026-05-08
Apr 17, 2026
earnings
Essent Group Ltd. Schedules First Quarter Earnings Conference Call for May 8, 2026
Essent Group Ltd. Schedules First Quarter Earnings Conference Call for May 8, 2026
Mar 17, 2026
short_interest
FTD: ESNT — 10,679 shares ($0.6M) failed to deliver
Settlement: 20260317, Price: $57.94, FTD Value: $618,741.26, ESSENT GROUP LTD COM SHS (BMU)