Essent Group Ltd.

NYSE:ESNT 株式レポート

時価総額：US$5.7b

Essent Group 将来の成長

Future 基準チェック /06

Essent Groupの収益は年間1.8%で減少すると予測されていますが、年間収益は年間5.5%で増加すると予想されています。EPS は年間3.7%で増加すると予想されています。

主要情報

-1.8%

収益成長率

3.75%

EPS成長率

Diversified Financial 収益成長8.1%
収益成長率5.5%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日12 May 2026

今後の成長に関する最新情報

分析記事 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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
User avatar
新しいナラティブ • 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

業績と収益の成長予測

NYSE:ESNT - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: ESNTの収益は今後 3 年間で減少すると予測されています (年間-1.8% )。

収益対市場: ESNTの収益は今後 3 年間で減少すると予測されています (年間-1.8% )。

高成長収益: ESNTの収益は今後 3 年間で減少すると予測されています。

収益対市場: ESNTの収益 ( 5.5% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: ESNTの収益 ( 5.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ESNTの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 07:54
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Essent Group Ltd. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
Mark DeVriesBarclays
Terry MaBarclays
Mihir BhatiaBofA Global Research