Essent Group (ESNT) to Release Quarterly Earnings on Friday

Essent Group (NYSE:ESNT) will likely be announcing its Q4 2025 results before the market opens on Friday, February 13th. Analysts expect Essent Group to post earnings of $1.74 per share and revenue of $312.6220 million for the quarter. Investors can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Friday, February 13, 2026 at 10:00 AM ET.

Essent Group (NYSE:ESNT) last issued its quarterly earnings data on Friday, November 7th. The financial services provider reported $1.67 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.75 by ($0.08). Essent Group had a return on equity of 12.40% and a net margin of 55.63%.The company had revenue of $311.83 million for the quarter, compared to analyst estimates of $316.84 million. During the same quarter last year, the business earned $1.65 earnings per share. The company’s revenue was down 1.5% on a year-over-year basis. On average, analysts expect Essent Group to post $7 EPS for the current fiscal year and $7 EPS for the next fiscal year.

Essent Group Price Performance

Essent Group stock opened at $65.26 on Friday. The company has a market capitalization of $6.31 billion, a price-to-earnings ratio of 9.50, a PEG ratio of 4.07 and a beta of 0.90. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 0.09. Essent Group has a 12 month low of $51.61 and a 12 month high of $67.09. The stock’s 50 day moving average is $63.49 and its 200-day moving average is $62.00.

Analyst Ratings Changes

Several research firms have weighed in on ESNT. Roth Mkm increased their price objective on Essent Group from $70.00 to $75.00 and gave the stock a “buy” rating in a research report on Friday, January 2nd. JPMorgan Chase & Co. lifted their price objective on shares of Essent Group from $65.00 to $66.00 and gave the stock a “neutral” rating in a research note on Monday, January 12th. Keefe, Bruyette & Woods raised their target price on shares of Essent Group from $71.00 to $73.00 and gave the stock a “market perform” rating in a report on Thursday, December 18th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $70.00 price target on shares of Essent Group in a research note on Tuesday, January 6th. Finally, Barclays lowered their price objective on Essent Group from $66.00 to $65.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 6th. Five equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $69.29.

Insider Activity at Essent Group

In other Essent Group news, SVP Mary Lourdes Gibbons sold 4,352 shares of the firm’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $67.00, for a total value of $291,584.00. Following the sale, the senior vice president owned 237,896 shares of the company’s stock, valued at approximately $15,939,032. This trade represents a 1.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Roy James Kasmar sold 3,250 shares of the company’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $61.44, for a total value of $199,680.00. Following the sale, the director owned 23,573 shares of the company’s stock, valued at approximately $1,448,325.12. This represents a 12.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 2.90% of the stock is owned by insiders.

Hedge Funds Weigh In On Essent Group

A number of institutional investors have recently added to or reduced their stakes in the stock. CIBC Private Wealth Group LLC lifted its stake in shares of Essent Group by 14,037.5% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 1,131 shares of the financial services provider’s stock valued at $72,000 after acquiring an additional 1,123 shares during the last quarter. CIBC Bancorp USA Inc. bought a new position in Essent Group in the third quarter valued at about $661,000. Danske Bank A S acquired a new stake in shares of Essent Group during the third quarter valued at about $57,000. Caitong International Asset Management Co. Ltd bought a new stake in shares of Essent Group during the third quarter worth about $25,000. Finally, Dark Forest Capital Management LP increased its stake in shares of Essent Group by 24.1% in the third quarter. Dark Forest Capital Management LP now owns 111,479 shares of the financial services provider’s stock valued at $7,086,000 after buying an additional 21,625 shares during the period. 93.00% of the stock is currently owned by institutional investors and hedge funds.

About Essent Group

Essent Group Ltd. (NYSE: ESNT) is a publicly traded insurance holding company specializing in private mortgage insurance and mortgage reinsurance solutions. Through its primary subsidiary, Essent Guaranty, the company provides credit protection to mortgage lenders, helping mitigate the risk of borrower default on residential mortgage loans. Essent’s insurance policies enable lenders to offer low-down-payment programs, supporting homebuyers in achieving homeownership with reduced upfront equity requirements.

Beyond traditional mortgage insurance, Essent offers a suite of risk management and analytics services designed to help financial institutions monitor and manage mortgage portfolios.