Aviance Capital Partners LLC Takes $1.22 Million Position in Everest Group, Ltd. $EG

Aviance Capital Partners LLC bought a new stake in Everest Group, Ltd. (NYSE:EG) during the third quarter, HoldingsChannel reports. The firm bought 3,479 shares of the company’s stock, valued at approximately $1,218,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Board of the Pension Protection Fund acquired a new stake in shares of Everest Group during the second quarter worth $34,000. CYBER HORNET ETFs LLC bought a new stake in shares of Everest Group during the 2nd quarter valued at about $39,000. MUFG Securities EMEA plc acquired a new stake in Everest Group during the second quarter worth about $43,000. MassMutual Private Wealth & Trust FSB lifted its holdings in Everest Group by 86.4% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 151 shares of the company’s stock worth $53,000 after acquiring an additional 70 shares during the last quarter. Finally, Allworth Financial LP grew its holdings in shares of Everest Group by 96.8% during the second quarter. Allworth Financial LP now owns 183 shares of the company’s stock valued at $62,000 after purchasing an additional 90 shares during the last quarter. 92.64% of the stock is owned by institutional investors.

Insider Activity

In other Everest Group news, Director Allan Levine purchased 3,100 shares of the firm’s stock in a transaction that occurred on Wednesday, October 29th. The stock was bought at an average cost of $306.08 per share, with a total value of $948,848.00. Following the completion of the transaction, the director owned 4,153 shares of the company’s stock, valued at $1,271,150.24. The trade was a 294.40% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director William F. Galtney, Jr. acquired 11,385 shares of Everest Group stock in a transaction on Wednesday, October 29th. The stock was acquired at an average price of $307.38 per share, with a total value of $3,499,521.30. Following the purchase, the director directly owned 45,491 shares in the company, valued at approximately $13,983,023.58. This trade represents a 33.38% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 1.10% of the company’s stock.

More Everest Group News

Here are the key news stories impacting Everest Group this week:

• Positive Sentiment: Zacks raised a few forward estimates — notably Q2 2026 and Q2 2027 EPS and nudged FY2027 higher — which suggest some pockets of expected outperformance later in the fiscal cycle and modest upside to longer‑term earnings. Zacks Research Coverage
• Neutral Sentiment: Everest appointed Christopher Kujawa as Executive Vice President and Chief Human Resources Officer (effective Jan. 20, 2026). Management continuity and an experienced HR leader are corporate‑governance positives but are unlikely to move near‑term earnings materially. Everest Appoints Christopher Kujawa as Executive Vice President and Chief Human Resources Officer
• Neutral Sentiment: BusinessWire items reporting that vendors (Insurity, FPT) were recognized in “Everest Group” PEAK Matrix assessments refer to the independent research firm’s benchmarking product, not Everest Group, Ltd.’s operations. These items highlight the PEAK Matrix brand but do not directly affect EG’s underwriting results or capital outlook. Insurity Recognized as a Leader in Everest Group’s PEAK Matrix FPT Recognized in Everest Group Banking IT Services PEAK Matrix Assessment 2025
• Negative Sentiment: Zacks Research issued multiple downward revisions to near‑term EPS (Q4 2025, Q4 2026, Q4 2027, Q1–Q3 2026/2027 and FY2025/FY2026 in several notes) and maintains a “Hold” rating. The breadth of cuts likely pressured sentiment and contributed to selling pressure today. Zacks Research Coverage
• Negative Sentiment: Technically, the stock is trading below its 50‑day ($324.69) and 200‑day ($333.75) moving averages, which can amplify near‑term downside as momentum traders react to the estimate cuts and “Hold” analyst stance.

Analyst Upgrades and Downgrades

EG has been the subject of several analyst reports. TD Cowen reduced their price target on shares of Everest Group from $400.00 to $365.00 and set a “hold” rating for the company in a report on Monday, December 15th. Mizuho set a $358.00 target price on shares of Everest Group in a research report on Wednesday. Wells Fargo & Company cut their price target on Everest Group from $343.00 to $332.00 and set an “equal weight” rating on the stock in a report on Tuesday. Zacks Research raised Everest Group from a “strong sell” rating to a “hold” rating in a report on Monday, January 12th. Finally, Raymond James Financial restated an “outperform” rating and issued a $350.00 target price on shares of Everest Group in a research report on Monday, November 3rd. Six research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat.com, Everest Group presently has a consensus rating of “Hold” and a consensus target price of $365.33.

Everest Group Trading Down 0.8%

NYSE EG opened at $318.64 on Friday. Everest Group, Ltd. has a 12 month low of $302.44 and a 12 month high of $373.23. The company has a current ratio of 0.39, a quick ratio of 0.39 and a debt-to-equity ratio of 0.23. The firm has a market capitalization of $13.38 billion, a PE ratio of 24.27, a price-to-earnings-growth ratio of 0.23 and a beta of 0.38. The business’s 50-day moving average price is $324.54 and its two-hundred day moving average price is $333.55.

Everest Group (NYSE:EG) last issued its earnings results on Monday, October 27th. The company reported $7.54 EPS for the quarter, missing the consensus estimate of $13.39 by ($5.85). Everest Group had a net margin of 3.12% and a return on equity of 3.74%. The firm had revenue of $4.32 billion during the quarter, compared to analyst estimates of $3.86 billion. During the same quarter in the prior year, the business earned $11.80 earnings per share. The business’s quarterly revenue was up .8% on a year-over-year basis. On average, analysts expect that Everest Group, Ltd. will post 47.93 EPS for the current year.

Everest Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 12th. Shareholders of record on Wednesday, November 26th were given a $2.00 dividend. This represents a $8.00 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Wednesday, November 26th. Everest Group’s dividend payout ratio is presently 60.93%.

Everest Group Profile

Everest Group (NYSE:EG) is a global research and consulting firm specializing in strategic advisory, market intelligence, and data-driven analysis for business process, information technology, and emerging technology services. The company provides insights and benchmarks that help enterprises and service providers optimize digital transformation initiatives, sourcing strategies, and operational performance. Through its proprietary research frameworks and data analytics, Everest Group delivers actionable guidance on areas such as automation, cloud migration, customer experience, and supply chain resilience.

With offerings that span advisory engagements, managed services research, and consulting projects, Everest Group serves multiple industry verticals, including banking and financial services, healthcare, manufacturing, telecommunications, and retail.