Everest Group, Ltd.

NYSE:EG 株式レポート

時価総額：US$14.2b

Everest Group 将来の成長

Future 基準チェック /16

Everest Groupの収益は年間9.5%で減少すると予測されていますが、年間利益は年間4.9%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に14% 12%なると予測されています。

主要情報

4.9%

収益成長率

12.03%

EPS成長率

Insurance 収益成長1.9%
収益成長率-9.5%
将来の株主資本利益率14.02%
アナリストカバレッジ

Good

最終更新日21 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • May 05

Everest Group: Q1 Points To Steady Improvement

Summary Everest Group is executing a turnaround, refocusing on reinsurance and divesting underperforming insurance lines, with Q1 results validating early progress. Q1 earnings of $16.08 beat estimates, with a 91.2% combined ratio and $33 million in favorable reserve development, signaling improved underwriting discipline. EG’s capital return is accelerating: the buyback floor increased to $300 million quarterly, and share count is down 6.3% year-over-year. I maintain a "Buy" rating, targeting ~$390 by year-end (~12% upside), as EG’s self-help strategy and capital deployment support gradual re-rating. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 24

EG: Share Repurchases And P/E Expectations Will Shape Future Cycle Resilience

The analyst price target for Everest Group has been raised by about $9 to reflect updated expectations around fair value, profitability and future P/E, with analysts also weighing a series of recent target changes across major banks. Analyst Commentary Recent Street research on Everest Group shows a cluster of price target changes pointing to active debate around how the market should value the company, with several upward revisions and one meaningful cut in targets.
ナラティブの更新 • Apr 08

EG: Share Buybacks And Margin Discipline Will Shape Future Cycle Resilience

Analysts have reduced their average price target for Everest Group by about $2 to reflect updated fair value estimates, a slightly lower profit margin outlook, and a modestly higher forward P/E, incorporating the recent mix of price target increases and reductions across the Street. Analyst Commentary Recent Street research on Everest Group shows a mix of target hikes and cuts, which gives you a clearer picture of how analysts are weighing valuation against execution risks across the insurance cycle.
ナラティブの更新 • Mar 25

EG: Share Buybacks And Underwriting Discipline Will Support Future Repricing Resilience

Narrative Update The average Street price target for Everest Group has shifted within a tight range, with recent changes spanning from a $1 reduction to a $61 increase. Analysts have updated their views based on evolving pricing trends, loss cost expectations, and valuation assessments across the broader P&C insurance space.
ナラティブの更新 • Mar 10

EG: Share Buybacks And Underwriting Discipline Will Support Future Earnings Resilience

Everest Group's updated analyst price targets, which now range from Wells Fargo's $332 level to BofA's $491 view, reflect analysts reworking their assumptions around sector pricing trends, P/E multiples and underwriting margins, rather than signaling a clear consensus shift in sentiment. Analyst Commentary Recent research on Everest Group clusters around how resilient current earnings power looks against softer pricing in parts of property and casualty and how that lines up with valuation.
ナラティブの更新 • Feb 23

EG: Softer Pricing And Buybacks Will Shape Future Earnings Resilience

Analysts have inched their average price targets on Everest Group higher by a few dollars, with recent research pointing to mixed views on softer commercial and reinsurance pricing, personal lines resilience, and modestly higher forward P/E assumptions that still leave underwriter valuations described as not expensive. Analyst Commentary Recent Street research on Everest Group has been active, with several small price target moves in both directions and a continued split between more optimistic and more cautious views on underwriting, pricing, and valuation.
ナラティブの更新 • Feb 08

EG: Mixed Pricing Trends And Capital Returns Will Shape Future Earnings Resilience

Analysts have trimmed their average price target on Everest Group by about $4 to around $363. This reflects updated assumptions around revenue growth, profit margins, and forward P/E as they balance mixed views on pricing trends and valuations across the property and casualty insurance group.
ナラティブの更新 • Jan 23

EG: Reserve Protection And Reinsurance Deal Will Support Future Earnings Resilience

Narrative Update The updated analyst price target for Everest Group edges down by about $2 to reflect mixed Street views, with some analysts trimming targets on sector pricing and reserve concerns, while others highlight stronger margins and a lower assumed forward P/E multiple. Analyst Commentary Street research on Everest Group is mixed, with recent notes clustering around pricing trends in property and casualty insurance, reserve adequacy, and how much investors are willing to pay on a P/E basis for the current earnings profile.
ナラティブの更新 • Jan 08

EG: Improved Reserve Protection Will Support Future Earnings Stability In Softer P&C Cycle

Narrative Update The analyst price target for Everest Group has moved modestly higher, reflected in an updated fair value estimate of about $370 per share, as analysts factor in Street research pointing to refreshed P&C outlooks, mixed pricing trends across commercial and personal lines, and views that underwriter valuations still look reasonable despite softer fundamentals. Analyst Commentary Recent research on Everest Group shows a mix of optimism and caution, with multiple price target revisions clustered in a relatively tight range and one rating upgrade following the latest earnings and reserve actions.
ナラティブの更新 • Dec 25

EG: Improved Reserve Protection And Calm Cat Season Will Support Future Earnings Stability

Analysts have trimmed their price target on Everest Group by approximately $4 to reflect a slightly lower fair value and more conservative profit margin assumptions, while also acknowledging improved reserve visibility and a steadier earnings backdrop following recent Q3 updates. Analyst Commentary Bullish analysts highlight that the recent Q3 reporting season has reinforced confidence in Everest Group's earnings resilience, with calmer catastrophe activity and limited macro headwinds supporting more stable results.
ナラティブの更新 • Dec 11

EG: Improved Reserve Protection Will Support Future Margin Expansion Despite Reserve Charge

Analysts have modestly lifted their price target on Everest Group, reflecting greater confidence in reserve adequacy and resilient earnings despite a $478M reserve charge and mixed sector sentiment. Analyst Commentary Street commentary on Everest Group reflects a more balanced stance, with incremental optimism around earnings durability and reserve visibility, offset by lingering concerns on casualty trends and long term return on capital.
ナラティブの更新 • Nov 27

EG: Improved Reserve Clarity Will Support Margin Expansion After Reserve Charge

Everest Group's fair value estimate has been revised downward by analysts to approximately $368.86 per share from $374.21. This change reflects a reassessment of reserve charges and changes in sector outlook following the latest quarterly results.
分析記事 • Nov 18

Everest Group (NYSE:EG) Has Announced A Dividend Of $2.00

The board of Everest Group, Ltd. ( NYSE:EG ) has announced that it will pay a dividend of $2.00 per share on the 12th...
ナラティブの更新 • Nov 11

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.
ナラティブの更新 • Oct 28

Reinsurance Resilience And Calm Market Will Broaden Industry Opportunities Ahead

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.
ナラティブの更新 • Oct 13

International Cat And Specialty Insurance Will Expand Horizons

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.
ナラティブの更新 • Sep 17

International Cat And Specialty Insurance Will Expand Horizons

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.
Seeking Alpha • Apr 16

Everest Group: The Trouble With Growing Too Fast

Summary Everest Group stock appears undervalued at $350, with potential earnings per share of $40-$50 and a book value of about 1.1x. Despite the apparently attractive price, EG faced significant challenges in 2024, including a large reserve revision and a CEO change, leading to uncertainty. Rapid premium growth targets led to a $1.7B prior-year reserve development charge, highlighting issues with reserving discipline and potential future underperformance. Improved investment results, driven by increased interest income, helped EG end the year profitably, though profits were roughly half of 2023 levels. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

Everest Group: Q4 Reserve Build Could Represent A Bottom (Rating Upgrade)

Summary Everest Group's shares have underperformed, losing 4% over the past year, with disappointing underwriting results and a significant Q4 loss surprising investors. The company has added $1.7 billion to reserves, citing social inflation and increased third-party litigation funding as key factors for the higher claims. New CEO Jim Williamson is resetting expectations, adopting a more conservative reserve policy and discontinuing detailed guidance to potentially enable the company to beat expectations going forward. Despite recent losses, Everest's high-quality investment portfolio and improved reserve position suggest limited downside, prompting an upgrade to a "buy" with a fair value target of $389. Read the full article on Seeking Alpha
Seeking Alpha • Nov 27

Everest Group: Likely To Remain Range Bound

Summary Everest Group, Ltd. shares have rallied over 10% since November 4th, driven by hopes of an improved economy and higher investment income. Despite Hurricane Milton's $300-$400 million pre-tax losses, Everest benefits from a hard market, supporting elevated premiums and potential additional profitability. EG stock has seen some insider buying recently and trades not too far above its book value and less than six times forward earnings. An analysis around Everest Group follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Oct 31

Everest Group: Reinsurance Is A Tough Business, But Few Do It Better

Summary Everest Group reported Q3-2024 results today. The losses for the two major hurricanes were the big topics for discussion. We look at how the valuation is stacking up compared to our previous article. Read the full article on Seeking Alpha
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新しいナラティブ • Aug 21

Expanding Global Footprint And Tactical Shifts Promise Enhanced Margins And Shareholder Value

Strategic expansion into international markets and focusing on high-margin opportunities aim to solidify Everest Group's revenue and reduce volatility.
Seeking Alpha • Aug 01

Everest Group: Underwriting Results Continue To Disappoint

Summary Everest's Q2 earnings were seasonally strong given low cat losses, with gross premiums growing by 13% and underwriting profits of $358 million. EG's reinsurance unit outperformed with a lower combined ratio, while the insurance unit continues to deliver subpar results that make reaching full-year targets difficult. Investment income is benefiting from higher rates, but potential upside catalysts are unclear, and shares may stay "cheap" due to hurricane risk and weak underwriting results. Read the full article on Seeking Alpha
Seeking Alpha • May 06

Everest Group: Mixed Q1 Leaves Me Cautious On Long-Term Goals

Summary Everest Group's shares have been underperforming in a bull market due to concerns about long-term targets and last year's equity issuance. The company reported solid Q1 results, with higher revenue and investment income, but underwriting results were not as good as hoped. Everest Group's reinsurance segment performed well, but its insurance segment was disappointing, and its capital allocation policies and lack of underwriting progress are concerning. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:EG - 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
12/31/202813,7442,278N/A3,9133
12/31/202713,3562,194N/A4,0097
12/31/202613,4702,038N/A3,5467
3/31/202617,3372,0102,7892,789N/A
12/31/202517,5411,5733,0683,068N/A
9/30/202517,6775474,2464,246N/A
6/30/202517,7167984,5254,525N/A
3/31/202517,3948414,7834,783N/A
12/31/202417,1601,3584,9574,957N/A
9/30/202416,4362,7385,1945,194N/A
6/30/202415,9362,9064,8344,834N/A
3/31/202415,3462,8534,5914,591N/A
12/31/202314,6012,4884,5534,553N/A
9/30/202314,1512,1824,5514,551N/A
6/30/202313,3531,1924,2914,291N/A
3/31/202312,6456553,9133,913N/A
12/31/202212,1615893,6953,695N/A
9/30/202212,0025253,7223,722N/A
6/30/202211,8587723,7673,767N/A
3/31/202212,0221,3183,7753,775N/A
12/31/202111,8281,3613,8333,833N/A
9/30/202111,5119993,4743,474N/A
6/30/202111,1161,3113,3973,397N/A
3/31/202110,3118293,2723,272N/A
12/31/20209,5855082,8742,874N/A
9/30/20208,9726602,5562,556N/A
6/30/20208,4915232,1032,103N/A
3/31/20208,2526641,8981,898N/A
12/31/20198,237998N/A1,852N/A
9/30/20197,870402N/A1,553N/A
6/30/20197,752495N/A1,331N/A
3/31/20197,615231N/A874N/A
12/31/20187,35988N/A610N/A
9/30/20187,4171,036N/A662N/A
6/30/20187,236200N/A661N/A
3/31/20186,878384N/A977N/A
12/31/20176,637478N/A1,163N/A
9/30/20176,398268N/A1,467N/A
6/30/20176,1311,199N/A1,334N/A
3/31/20176,0551,104N/A1,390N/A
12/31/20165,816986N/A1,384N/A
9/30/20165,720970N/A1,256N/A
6/30/20165,551765N/A1,249N/A
3/31/20165,485818N/A1,122N/A
12/31/20155,597968N/A1,108N/A
9/30/20155,677951N/A1,190N/A
6/30/20155,8801,135N/A1,255N/A

アナリストによる今後の成長予測

収入対貯蓄率: EGの予測収益成長率 (年間4.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: EGの収益 ( 4.9% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: EGの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: EGの収益は今後 3 年間で減少すると予想されています (年間-9.5% )。

高い収益成長: EG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-9.5% )。

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: EGの 自己資本利益率 は、3年後には低くなると予測されています ( 14 %)。

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 22:20
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

Everest Group, Ltd. 10 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。26

アナリスト機関
Jay GelbBarclays
Taylor ScottBarclays
Michael ZaremskiBMO Capital Markets Equity Research