Fjarde AP Fonden Fourth Swedish National Pension Fund Sells 2,900 Shares of Everest Group, Ltd. $EG

Fjarde AP Fonden Fourth Swedish National Pension Fund reduced its stake in shares of Everest Group, Ltd. (NYSE:EG) by 24.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,887 shares of the company’s stock after selling 2,900 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Everest Group were worth $3,112,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Norges Bank bought a new position in shares of Everest Group during the 2nd quarter worth about $601,300,000. Geode Capital Management LLC grew its position in Everest Group by 0.5% during the second quarter. Geode Capital Management LLC now owns 1,211,474 shares of the company’s stock worth $414,385,000 after buying an additional 6,217 shares in the last quarter. AQR Capital Management LLC increased its stake in Everest Group by 65.6% during the second quarter. AQR Capital Management LLC now owns 1,180,615 shares of the company’s stock valued at $399,626,000 after acquiring an additional 467,656 shares during the period. Altrinsic Global Advisors LLC raised its holdings in Everest Group by 37.2% in the 2nd quarter. Altrinsic Global Advisors LLC now owns 937,296 shares of the company’s stock valued at $318,540,000 after acquiring an additional 254,317 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA raised its holdings in Everest Group by 12.6% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 622,608 shares of the company’s stock valued at $211,593,000 after acquiring an additional 69,636 shares in the last quarter. 92.64% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, Director Allan Levine acquired 3,100 shares of the firm’s stock in a transaction on Wednesday, October 29th. The shares were purchased at an average cost of $306.08 per share, for a total transaction of $948,848.00. Following the completion of the acquisition, the director directly owned 4,153 shares in the company, valued at approximately $1,271,150.24. This trade represents a 294.40% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director William F. Galtney, Jr. acquired 11,385 shares of the stock in a transaction on Wednesday, October 29th. The shares were purchased at an average price of $307.38 per share, for a total transaction of $3,499,521.30. Following the transaction, 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. Additional details regarding this purchase are available in the official SEC disclosure. 1.10% of the stock is currently owned by insiders.

Key Headlines Impacting Everest Group

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

Several analysts have recently weighed in on EG shares. Wolfe Research raised Everest Group from an “underperform” rating to a “peer perform” rating in a report on Wednesday, October 29th. Cantor Fitzgerald reduced their target price on Everest Group from $348.00 to $344.00 and set a “neutral” rating for the company in a research report on Wednesday. Keefe, Bruyette & Woods boosted their price target on shares of Everest Group from $400.00 to $430.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Wall Street Zen cut shares of Everest Group from a “buy” rating to a “hold” rating in a research note on Sunday, November 2nd. Finally, Wells Fargo & Company decreased their target price on shares of Everest Group from $343.00 to $332.00 and set an “equal weight” rating on the stock in a research report on Tuesday, January 13th. Six research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $365.33.

Everest Group Stock Down 0.8%

Shares of NYSE EG opened at $318.64 on Monday. Everest Group, Ltd. has a 52-week low of $302.44 and a 52-week high of $373.23. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.39 and a current ratio of 0.39. The business has a fifty day moving average of $324.54 and a two-hundred day moving average of $333.55. The stock has a market cap of $13.38 billion, a PE ratio of 24.27, a PEG ratio of 0.23 and a beta of 0.38.

Everest Group (NYSE:EG) last released 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). The firm had revenue of $4.32 billion during the quarter, compared to analyst estimates of $3.86 billion. Everest Group had a net margin of 3.12% and a return on equity of 3.74%. The firm’s quarterly revenue was up .8% on a year-over-year basis. During the same period last year, the business posted $11.80 earnings per share. As a group, equities research analysts expect that Everest Group, Ltd. will post 47.93 earnings per share for the current fiscal year.

Everest Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, December 12th. Investors of record on Wednesday, November 26th were issued a dividend of $2.00 per share. The ex-dividend date was Wednesday, November 26th. This represents a $8.00 dividend on an annualized basis and a yield of 2.5%. Everest Group’s dividend payout ratio (DPR) 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.