EG
Everest GroupNYSEFinancialsInsurance - ReinsuranceSnapshot 2026-05-08
As of May 8, 2026, EG has a mixed analyst signal with a composite score of 0.3 and a medium confidence level of 76.1. The score reflects unfavorable macro conditions, indicated by a macro score of -7.7, and a momentum score of -32.5, while valuation is considered inexpensive at 71.6. The analysis is provisional and influenced by various factors, including potential guidance changes and sector trends.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share0.64
- Slope (norm)-0.74
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $15.90 → $14.55 (-8.5% / 30d). 1 raised, 9 cut, 14 covering analysts.
0 upgrades, 0 downgrades / 30d, 5 maintained. 38% of analysts rate Buy.
3 PT revisions / 30d. Avg target 4.2% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
No recent events recorded.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Accelerate capital return to shareholderscapital allocationmixed35% progressprovisional
2/4: “CEO: 'Our intention to return capital to shareholders, as reflected in the share repurchases executed during the quarter.'”
Why this status
Stated in 2 of last 2 quarters. Repurchased $331 million of common shares in 2026-Q1 and $797 million in 2025. The company is delivering on its capital return strategy, as evidenced by consistent share repurchases.
- 2.Improve underwriting disciplineproductwatchprovisional
4/29: “CEO: 'Focused on executing against our strategy, centered around underwriting discipline.'”
Why this status
Stated in 2 of last 2 quarters. The combined ratio improved to 91.2% in 2026-Q1, indicating progress in underwriting discipline. The company is delivering on its strategy to enhance underwriting efficiency.
- 3.Expand in Global Wholesale & Specialty marketsgrowthmixed56% progress
4/29: “CEO: 'Expand in markets where we have durable competitive advantages.'”
Why this status
Newly stated in 2026-Q1. Gross written premiums for Global Wholesale & Specialty increased by 1.6%, showing initial progress in expanding in targeted markets. The company is beginning to deliver on its growth strategy in these areas.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 21%; 252d 23%.
Drawdown — Max 1y −16%. Bad day move −2%.
Beta to sector ETF (XLF) — 0.65 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 61/100, drawdown 67/100, beta 65/100, earnings vol —.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Accelerate capital return to shareholders
Capital allocationFocus on returning capital to shareholders through share repurchases and dividends.
MixedStated in 2 of last 2 quarters. Repurchased $331 million of common shares in 2026-Q1 and $797 million in 2025. The company is delivering on its capital return strategy, as evidenced by consistent share repurchases.
Repurchased $797 million of common shares in 202535%CEO/CFO:“CEO: 'Our intention to return capital to shareholders, as reflected in the share repurchases executed during the quarter.'”Press releaseSource dated 2026-02-04Stated 2 of last 8 quartersFirst seen 2026-02-04provisionalShow history (2)
- 2026-Q1Press release
“CEO: 'Supported accelerated share repurchases.'”
- 2025-Q4Press release
“CEO: 'Our intention to return capital to shareholders, as reflected in the share repurchases.'”
- #2
Improve underwriting discipline
ProductEnhance underwriting discipline to improve return profile and capital efficiency.
WatchStated in 2 of last 2 quarters. The combined ratio improved to 91.2% in 2026-Q1, indicating progress in underwriting discipline. The company is delivering on its strategy to enhance underwriting efficiency.
No scoreCEO/CFO:“CEO: 'Focused on executing against our strategy, centered around underwriting discipline.'”Press releaseSource dated 2026-04-29Stated 2 of last 8 quartersFirst seen 2026-04-29provisionalShow history (2)
- 2026-Q1Press release
“CEO: 'Focused on executing against our strategy, centered around underwriting discipline.'”
- 2025-Q4Press release
“CEO: 'Our sharpened underwriting focus positions Everest to deliver attractive margins.'”
- #3
Expand in Global Wholesale & Specialty markets
GrowthFocus on expanding in markets where Everest has durable competitive advantages.
MixedNewly stated in 2026-Q1. Gross written premiums for Global Wholesale & Specialty increased by 1.6%, showing initial progress in expanding in targeted markets. The company is beginning to deliver on its growth strategy in these areas.
56%CEO/CFO:“CEO: 'Expand in markets where we have durable competitive advantages.'”Press releaseSource dated 2026-04-29Stated 1 of last 8 quartersFirst seen 2026-04-29Show history (1)
- 2026-Q1Press release
“CEO: 'Expand in markets where we have durable competitive advantages.'”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
P/E over the last 5 years
38 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
EG Everest Group | +0.3 | inexpensive | moderate |
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2025-02-03)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2025-02-03)-8.0 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-2910d agoItem 2.02
DISCLOSURE OF RESULTS OF OPERATIONS AND FINANCIAL CONDITION On April 29, 2026, Everest Group, Ltd. (the "Registrant") issued a news release announcing its first quarter 2026 results. A copy of that news release is furnished herewith as Exhibit 99.1 and is incorporated herein by reference. In accordance with general instruction B.2 of Form 8-K, the information in this report, including exhibits, is furnished pursuant to
earnings preannouncementneutralscore 52
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.