Everest Group (EG)
NYSEFinancialsInsurance - ReinsuranceSnapshot 2026-07-07
$373.23+0.08%
Close 2026-07-07 · 1-day change
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Track EG free→Warn: Management is running behind on a stated commitment.
Everest Group buys back $331 million in shares, showing strong capital return. It grew premiums 1.6% in Global Wholesale & Specialty markets. The company beat Q1 EPS by 15%. Profit remains stable with a low PE of 6.88.
Revenue fell 4.6% last quarter, showing weak top-line growth. Management is volatile, which may hurt execution. The company’s free cash flow yield is slightly negative.
The price is about 28% below our fair value near $516. Analysts expect revenue to shrink about 16% next year, but we see better growth.
Breaks if: share repurchases fall below $331 million in Q1 2026
Focus on increasing shareholder returns through share repurchases and dividends.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 2 of last 2 quarters. Common share repurchases of $331 million during the quarter indicate a focus on capital return. The trajectory shows delivering on this priority with substantial repurchases.
“CEO: 'Supported accelerated share repurchases.'”
“CEO: 'Intention to return capital to shareholders, as reflected in the share repurchases.'”
Breaks if: EPS falls below $16.08 per share in 2026
Breaks if: premium growth falls below 1.6% YoY in 2026-Q1
Target growth in Global Wholesale & Specialty markets where competitive advantages exist.
Stated in 2 of last 2 quarters. Gross written premiums increased 1.6% for Global Wholesale & Specialty, showing limited progress in market expansion. The focus remains, but delivery is narrow so far.
“CEO: 'Expand in markets where we have durable competitive advantages.'”
“CEO: 'Focused on Global Wholesale and Specialty, targeting lines where Everest has expertise.'”