Essent Group Ltd.

NYSE:ESNT Rapport sur les actions

Capitalisation boursière : US$5.7b

Essent Group Croissance future

Future contrôle des critères 0/6

Les bénéfices de Essent Group devraient diminuer de 1.8% par an tandis que son chiffre d'affaires annuel devrait croître de 5.5% par an. Le BPA devrait croître de en hausse de 3.7% par an.

Informations clés

-1.8%

Taux de croissance des bénéfices

3.75%

Taux de croissance du BPA

Diversified Financial croissance des bénéfices8.1%
Taux de croissance des recettes5.5%
Rendement futur des capitaux propresn/a
Couverture par les analystes

Low

Dernière mise à jour12 May 2026

Mises à jour récentes de la croissance future

Article d’analyse • Aug 11

Earnings Beat: Essent Group Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

NYSE:ESNT 1 Year Share Price vs Fair Value Explore Essent Group's Fair Values from the Community and select yours It's...

Recent updates

Seeking Alpha • May 21

Until The Housing Market Improves, Essent Group Looks Like A Value Trap

Summary Essent Group remains rated Hold despite Q1 2026 beats, as structural headwinds persist in the private mortgage insurance sector. ESNT's top-line growth has slowed, with rising losses and expenses; recent EPS gains are largely attributable to aggressive share buybacks. Market share for new insurance written continues to decline, though persistency rates remain industry-leading at 84.7%. With a 2.3% dividend yield and forward PE of 8.38, ESNT trades at a depressed valuation, but limited near-term catalysts constrain upside. Read the full article on Seeking Alpha
Mise à jour du récit • May 18

ESNT: Future Returns Will Reflect 2026 Buybacks And Earnings Power

Analysts lifted the fair value estimate for Essent Group by about $1.33 to $69.14. The change reflects recent adjustments to price targets that balance mixed target moves with updated views on revenue growth, margins, and future P/E assumptions.
Mise à jour du récit • Apr 27

ESNT: Future Returns Will Reflect 2026 Credit Conditions And Capital Actions

Analysts have made a modest upward adjustment to the fair value estimate for Essent Group, lifting the target by about $0.13 to $67.81 as they weigh recent mixed price target moves across major firms against relatively stable growth, profitability and P/E assumptions. Analyst Commentary Recent research on Essent Group reflects a mix of modest optimism and caution, with small target price adjustments rather than sweeping calls.
Mise à jour du récit • Apr 10

ESNT: Future Returns Will Depend On 2026 Credit And Capital Deployment

Analysts have trimmed the blended price target for Essent Group by a small amount, reflecting slightly lower fair value estimates around $67.69, as recent target cuts from firms at $63 sit alongside a higher $68 target. Updated assumptions for revenue growth, profit margins and future P/E multiples feed into the new view.
Mise à jour du récit • Mar 27

ESNT: Future Returns Will Rely On 2026 Mortgage And Credit Conditions

The analyst price target for Essent Group has been adjusted modestly lower to reflect a mix of reduced targets around $63 to $65 and higher targets up to $70, as analysts incorporate recent Q4 earnings and updated outlooks for credit conditions and mortgage activity. Analyst Commentary Recent research updates on Essent Group show a mix of cautious trimming and modest upward revisions to price targets.
Mise à jour du récit • Mar 11

ESNT: Future Returns Will Hinge On 2026 Mortgage And Credit Conditions

Analysts have modestly raised their blended price target on Essent Group to $68, pointing to recalibrated earnings expectations, a slightly lower discount rate, and updated P/E assumptions following recent Q4 results and sector level reviews. Analyst Commentary Recent Street research on Essent Group shows a mix of optimism and caution around the new US$68 blended price target, with different views on how much upside remains relative to execution risks and sector level trends.
Mise à jour du récit • Feb 23

ESNT: Future Returns Will Reflect 2026 Mortgage Conditions And Credit Risk

The analyst price target for Essent Group edges slightly lower to $68.31 from $68.63, reflecting modest adjustments to fair value and discount rate assumptions as analysts balance mixed target moves from Barclays, BofA, JPMorgan, and Goldman Sachs following recent results. Analyst Commentary Recent research on Essent Group shows a mix of cautious and constructive views, with price targets clustered in the low to high $60s and ratings ranging from Equal Weight and Neutral to Buy.
Mise à jour du récit • Feb 07

ESNT: Future Returns Will Reflect 2026 Credit Conditions And Mortgage Market Outlook

Narrative Update on Analyst Price Targets Analysts have made only a modest adjustment to their outlook on Essent Group, with the blended price target moving slightly given small tweaks to valuation inputs such as the discount rate and assumed future P/E. Recent Street research has clustered around a tight US$65 to US$70 target range, supported by expectations for steady sector conditions and a stable credit backdrop into 2026.
Mise à jour du récit • Jan 24

ESNT: Future Returns Will Hinge On Capital Returns And 2026 Credit Conditions

Analysts have raised their average price target for Essent Group by about $0.25, citing recent sector wide consumer finance updates and mixed target revisions that reflect both cautious views on credit risk and expectations for steadier mortgage and loan activity into 2026. Analyst Commentary Recent research on Essent Group reflects a generally balanced stance, with modest price target changes clustering in a tight US$65 to US$70 range and ratings that sit in the middle of the spectrum.
Mise à jour du récit • Jan 09

ESNT: Future Returns Will Depend On Buybacks Versus Credit Risk In 2026

Essent Group's updated analyst price target now implies a fair value of about US$68.38, up from roughly US$67.50, as analysts recalibrate their views around modest tweaks to growth, profitability, and future P/E assumptions after mixed target moves on recent Street research. Analyst Commentary Recent research on Essent Group reflects a mix of optimism and caution, with one major bank lifting its target and another trimming it slightly as they refresh their 2026 outlooks.
Mise à jour du récit • Dec 23

ESNT: Future Returns Will Hinge On Buyback Discipline Amid Macro Uncertainty

Analysts have nudged their price target on Essent Group slightly higher, from $67.25 to $67.50, citing modestly stronger revenue growth expectations that more than offset a marginally higher discount rate and essentially stable profitability and valuation multiples. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as a reflection of resilient earnings power, with current valuation still seen as reasonable relative to long term growth prospects.
Mise à jour du récit • Dec 08

ESNT: Future Returns Will Depend On Execution Amid Larger Buyback And Macro Risks

Analysts have increased their price target on Essent Group by $4 to $71, reflecting slightly higher long term earnings expectations despite largely unchanged assumptions for fair value, discount rate, revenue growth, profit margins, and future valuation multiples. Analyst Commentary Recent research commentary reflects a generally constructive view on Essent Group, with modestly higher price targets signaling confidence in the company’s earnings power and balance sheet strength, while still acknowledging execution and macro risks.
Mise à jour du récit • Nov 24

ESNT: Future Returns Will Depend On Execution Amid Buybacks And Margin Headwinds

Analysts have slightly increased their price target for Essent Group from $67 to $71. This reflects ongoing confidence in the company's fundamentals despite modest adjustments to growth and margin projections.
Mise à jour du récit • Nov 05

ESNT: Future Results Will Depend On Sustaining Solid Credit And Expense Management

Analysts have raised their price target for Essent Group, increasing it by $4 to $71. They cite the company's solid quarterly performance and strong expense and tax management compared to peers.
Mise à jour du récit • Oct 22

Analysts Raise Essent Group Price Targets on Improved Credit Performance and Strong Execution

Analysts have raised their price targets for Essent Group, increasing the consensus from $67 to $71 as they cite improved credit performance, along with continued strength in expense and tax management. Analyst Commentary Following recent price target increases for Essent Group, analysts have shared insights into the core drivers affecting their updated outlooks on the firm.
Mise à jour du récit • Oct 08

Homeownership Trends And Digital Transformation Will Unlock Future Potential

Analysts have increased their price target for Essent Group, raising it from $66.25 to $67.50. They cite the company's improved revenue growth outlook and continued strong credit performance as key factors.
Article d’analyse • Aug 11

Earnings Beat: Essent Group Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

NYSE:ESNT 1 Year Share Price vs Fair Value Explore Essent Group's Fair Values from the Community and select yours It's...
Seeking Alpha • Aug 29

Insuring Growth: Essent Group's Q2 Earnings Paint A Bright Picture

Summary Essent Group Ltd. is a Bermuda-based holding company specializing in private mortgage insurance, reinsurance, and related services, enhancing mortgage accessibility in the U.S. housing market. Since March 2018, Essent has transferred $1 billion of risk to investors via nine Radnor Re ILNs and $288 million through five XOL deals. Essent's PMI protects lenders from borrower defaults, enabling more people to obtain mortgages, especially those with smaller down payments, thus stabilizing the mortgage market. Essent also offers title insurance and settlement services, ensuring clear property titles and smoothing mortgage transactions for loan originators. Read the full article on Seeking Alpha
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Nouveau récit • Aug 28

Elevated Interest Rates And Tactical Diversifications Poised To Bolster Earnings

Favorable demographics and housing supply/demand imbalance boost the value of insured properties, potentially lowering claim rates and increasing revenues.
Seeking Alpha • Dec 07

Essent: Still Worried About Unemployment

Summary ESNT is holding the line despite general pressures on its business, and offsets in the investment activities are much appreciated. Pricing is rational, and apparently, it has become secularly more disciplined over time since the revival of the industry after the GFC. However, outstanding questions around employment conditions which affect mortgages and ESNT's high price relative to historical levels make it uncompelling. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:ESNT - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20271,410664N/AN/A2
12/31/20261,351663N/AN/A3
3/31/20261,279686819827N/A
12/31/20251,261690849856N/A
9/30/20251,264703837854N/A
6/30/20251,268715855867N/A
3/31/20251,262723854866N/A
12/31/20241,243729845862N/A
9/30/20241,238737842850N/A
6/30/20241,205739807816N/A
3/31/20241,152707787795N/A
12/31/20231,110696759763N/A
9/30/20231,029668717720N/A
6/30/20231,008668694697N/A
3/31/2023992728589593N/A
12/31/20221,001831585589N/A
9/30/20221,028865604608N/A
6/30/20221,049892610613N/A
3/31/20221,048820699702N/A
12/31/20211,029682707709N/A
9/30/20211,019624695698N/A
6/30/2021978544720722N/A
3/31/2021971399750753N/A
12/31/2020955413725728N/A
9/30/2020937436711714N/A
6/30/2020920456668670N/A
3/31/2020896578611614N/A
12/31/2019868556N/A590N/A
9/30/2019832537N/A564N/A
6/30/2019791509N/A548N/A
3/31/2019752484N/A542N/A
12/31/2018719467N/A625N/A
9/30/2018687501N/A603N/A
6/30/2018653464N/A567N/A
3/31/2018616424N/A513N/A
12/31/2017577380N/A369N/A
9/30/2017542280N/A327N/A
6/30/2017513261N/A296N/A
3/31/2017483241N/A284N/A
12/31/2016458223N/A275N/A
9/30/2016429204N/A265N/A
6/30/2016400186N/A257N/A
3/31/2016376170N/A245N/A
12/31/2015353157N/A227N/A
9/30/2015329142N/A211N/A
6/30/2015301126N/A198N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: Les bénéfices de ESNT devraient diminuer au cours des 3 prochaines années ( -1.8% par an).

Bénéfices vs marché: Les bénéfices de ESNT devraient diminuer au cours des 3 prochaines années ( -1.8% par an).

Croissance élevée des bénéfices: Les bénéfices de ESNT devraient baisser au cours des trois prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de ESNT ( 5.5% par an) devrait croître plus lentement que le marché de US ( 11.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de ESNT ( 5.5% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de ESNT devrait être élevé dans 3 ans

Découvrir les entreprises en croissance

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7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 11:00
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Essent Group Ltd. est couverte par 18 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Mark DeVriesBarclays
Terry MaBarclays
Mihir BhatiaBofA Global Research