EG: Improved Reserve Visibility Will Drive Stronger Margins Despite Sector Headwinds

Analysts have lowered their fair value estimate for Everest Group by approximately $16.65 to $374.21. They cite reduced revenue growth projections, but also note somewhat higher forecasted profit margins following recent reserve charges and sector trends.

Shared on 28 Oct 25

Fair value Increased 0.17%

The analyst price target for Everest Group saw a modest increase of approximately $0.67 per share. Analysts cited stable sector fundamentals and a relatively calm third quarter as factors supporting a slightly higher valuation.

Shared on 13 Oct 25

Fair value Increased 1.00%

Analysts have modestly raised their price target for Everest Group, citing a higher fair value estimate of $390.20, improved sector stability, and solid third-quarter trends. However, there remains ongoing cautiousness about profit margins and industry fundamentals.

Shared on 17 Sep 25

Fair value Decreased 1.80%

Analysts have trimmed Everest Group’s price target to $386.33 amid margin compression and sector headwinds in reinsurance, tempered by selective optimism over firm-specific strengths and capital return potential. Analyst Commentary Bearish analysts highlight concerns about the reinsurance sector due to compressing margins, rising costs of capital expected to surpass returns by 2027, and irrational property pricing despite increasing losses.