Employers Holdings 향후 성장
Future 기준 점검 3/6
Employers Holdings 의 수익은 연간 5.6% 감소할 것으로 예상되는 반면, 연간 수익은 60.2% 로 증가할 것으로 예상됩니다. EPS는 연간 68.6% 만큼 성장할 것으로 예상됩니다.
핵심 정보
60.2%
이익 성장률
68.63%
EPS 성장률
| Insurance 이익 성장 | 2.0% |
| 매출 성장률 | -5.6% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 04 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Feb 15
EIG: Higher Future P/E Assumptions Will Support A More Optimistic Outlook
Analysts have modestly adjusted their price target framework for Employers Holdings to around $49.00 per share. The revision reflects small tweaks to inputs such as the discount rate and the assumed future P/E, while keeping the estimated fair value broadly aligned with prior assessments.내러티브 업데이트 • Feb 01
EIG: Higher Future P/E Assumptions Will Support A More Optimistic Outlook
Analysts have raised their price target on Employers Holdings from US$46 to US$49, citing updated assumptions regarding the discount rate, revenue growth, profit margins, and a higher future P/E multiple in their valuation work. Valuation Changes Fair value estimate raised from US$46 to US$49.0, a modest upward revision to the target level used in the model.Seeking Alpha • Oct 14
Employers Holdings: Treading Water Amid Challenging Industry Dynamics
Summary Employers Holdings has faced ongoing challenges in the workers comp insurance sector, with stagnant pricing and rising claims costs limiting upside. EIG's underwriting remains comparatively solid, but combined ratios have worsened, leading to underwriting losses and a shift toward margin over growth. Recent rate increases in California offer some optimism, but premium growth and earnings acceleration remain uncertain in the near term. EIG is fairly valued in the mid-$40s; while well-run, the stock lacks a compelling catalyst for outperformance given current industry headwinds. Read the full article on Seeking Alpha내러티브 업데이트 • Sep 18
Automation And Labor Shifts Will Undermine Workers Compensation
The upward revision of Employers Holdings’ price target reflects improved consensus revenue growth forecasts and a higher future P/E, raising the fair value estimate from $43.00 to $46.00. What's in the News Completed repurchase of 541,363 shares (2.24% of shares outstanding) for $25.61 million under the buyback program.내러티브 업데이트 • Sep 03
Automation And Labor Shifts Will Undermine Workers Compensation
The significant reduction in Employers Holdings’ analyst price target reflects sharply lower revenue growth expectations and a decline in net profit margin, with fair value now revised down to $43.00. What's in the News The company has repurchased 541,363 shares, representing 2.24% of shares outstanding, for $25.61 million, completing the buyback announced on May 1, 2025.분석 기사 • May 05
Employers Holdings' (NYSE:EIG) Dividend Will Be Increased To $0.32
Employers Holdings, Inc. ( NYSE:EIG ) will increase its dividend from last year's comparable payment on the 28th of May...Seeking Alpha • Dec 06
Employers Holdings Has Room To Grow
Summary Employers Holdings has shown record profitability post-pandemic, driven by reduced adverse expenses and increased in-force premiums, making it an attractive buy. The company excels in underwriting workers’ compensation insurance, maintaining a combined ratio of 96% in 2023, indicating consistent underwriting profits. Net operating profit after tax has grown from $91.25 million in 2019 to $109.14 million, with ROIC more than doubling to 8.9%. With a price-to-economic book value of 1.12, EIG is attractively valued, suggesting potential NOPAT growth of 12% from current levels. Read the full article on Seeking Alpha
새로운 내러티브 • Sep 24
Efficient Investment And Operational Gains Meet Challenges In Workers' Compensation Landscape
Efficient investment strategy and operational efficiencies are driving revenue growth and improving net margins, indicating potential for enhanced shareholder value.분석 기사 • Apr 11
The Market Doesn't Like What It Sees From Employers Holdings, Inc.'s (NYSE:EIG) Earnings Yet
With a price-to-earnings (or "P/E") ratio of 9.2x Employers Holdings, Inc. ( NYSE:EIG ) may be sending bullish signals...분석 기사 • Feb 29
Employers Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
The yearly results for Employers Holdings, Inc. ( NYSE:EIG ) were released last week, making it a good time to revisit...Seeking Alpha • Oct 09
Employers Holdings: Solid Performance And Market Presence
Summary Employers Holdings has experienced volatile share prices but is growing its bottom line and has a low forward P/E ratio of 11. EIG has a sustainable dividend yield of 2.7% with a low payout ratio, making it an attractive investment. The company operates in the commercial property and casualty insurance sector, focusing on essential workers' compensation insurance services for small businesses. It has shown resilience in the labor market and has seen a steady increase in in-force premiums and policies. Read the full article on Seeking AlphaSeeking Alpha • Feb 16
Employers Holdings Non-GAAP EPS of $1.25 beats by $0.33, revenue of $221.8M beats by $24.78M
Employers Holdings press release (NYSE:EIG): Q4 Non-GAAP EPS of $1.25 beats by $0.33. Revenue of $221.8M (+11.0% Y/Y) beats by $24.78M. Gross premiums written of $173.8 million, up 22% year-over-year; Net premiums earned of $181.1 million, up 16% year-over-year; Favorable prior year loss reserve development of $23.2 million, versus $24.2 million a year ago; Returned $43.6 million to stockholders through a combination of share repurchases, quarterly and special dividends.Seeking Alpha • Oct 06
Cerity, subsidiary of Employers and Thimble join hands for insurance products solutions for small businesses
Cerity, part of Employers Holdings (NYSE:EIG) has teamed up with Thimble to provide small business owners with a full suite of easy-to-access insurance solutions to protect their employees and businesses. Cerity is a digital provider of workers’ compensation insurance policies. "Our goal is to provide a one-stop shop for small business owners as they navigate all of their business insurance coverage needs," said Jay Bregman, Co-Founder & CEO at Thimble. "Working with Cerity will help make this a reality, by solving a key challenge and allowing Thimble to provide our customers with world-class workers’ compensation insurance in addition to our suite of products."이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2027 | 782 | 44 | N/A | N/A | 2 |
| 12/31/2026 | 804 | 45 | N/A | N/A | 2 |
| 3/31/2026 | 864 | 8 | 30 | 32 | N/A |
| 12/31/2025 | 859 | 11 | 43 | 45 | N/A |
| 9/30/2025 | 905 | 63 | 53 | 57 | N/A |
| 6/30/2025 | 890 | 101 | 75 | 79 | N/A |
| 3/31/2025 | 860 | 103 | 86 | 90 | N/A |
| 12/31/2024 | 881 | 119 | 72 | 76 | N/A |
| 9/30/2024 | 890 | 136 | 87 | 91 | N/A |
| 6/30/2024 | 869 | 120 | 61 | 65 | N/A |
| 3/31/2024 | 868 | 123 | 43 | 46 | N/A |
| 12/31/2023 | 851 | 118 | 47 | 49 | N/A |
| 9/30/2023 | 847 | 120 | 52 | 54 | N/A |
| 6/30/2023 | 848 | 125 | 57 | 58 | N/A |
| 3/31/2023 | 768 | 74 | 85 | 87 | N/A |
| 12/31/2022 | 714 | 48 | 97 | 100 | N/A |
| 9/30/2022 | 692 | 56 | 84 | 88 | N/A |
| 6/30/2022 | 655 | 52 | 70 | 73 | N/A |
| 3/31/2022 | 692 | 94 | 35 | 38 | N/A |
| 12/31/2021 | 703 | 119 | 7 | 11 | N/A |
| 9/30/2021 | 694 | 129 | -27 | -24 | N/A |
| 6/30/2021 | 708 | 145 | -23 | -20 | N/A |
| 3/31/2021 | 748 | 178 | 2 | 7 | N/A |
| 12/31/2020 | 711 | 120 | 28 | 33 | N/A |
| 9/30/2020 | 731 | 88 | 54 | 58 | N/A |
| 6/30/2020 | 750 | 89 | 101 | 109 | N/A |
| 3/31/2020 | 743 | 70 | 109 | 119 | N/A |
| 12/31/2019 | 836 | 157 | N/A | 123 | N/A |
| 9/30/2019 | 805 | 151 | N/A | 160 | N/A |
| 6/30/2019 | 833 | 166 | N/A | 136 | N/A |
| 3/31/2019 | 833 | 168 | N/A | 154 | N/A |
| 12/31/2018 | 800 | 141 | N/A | 180 | N/A |
| 9/30/2018 | 822 | 147 | N/A | 172 | N/A |
| 6/30/2018 | 804 | 121 | N/A | 186 | N/A |
| 3/31/2018 | 791 | 104 | N/A | 158 | N/A |
| 12/31/2017 | 799 | 101 | N/A | 142 | N/A |
| 9/30/2017 | 792 | 105 | N/A | 130 | N/A |
| 6/30/2017 | 773 | 106 | N/A | 123 | N/A |
| 3/31/2017 | 784 | 108 | N/A | 132 | N/A |
| 12/31/2016 | 780 | 107 | N/A | 123 | N/A |
| 9/30/2016 | 771 | 98 | N/A | 119 | N/A |
| 6/30/2016 | 778 | 100 | N/A | 96 | N/A |
| 3/31/2016 | 767 | 102 | N/A | 113 | N/A |
| 12/31/2015 | 752 | 94 | N/A | 116 | N/A |
| 9/30/2015 | 760 | 97 | N/A | 130 | N/A |
| 6/30/2015 | 753 | 88 | N/A | 157 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: EIG 의 연간 예상 수익 증가율(60.2%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: EIG 의 연간 수익(60.2%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: EIG 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: EIG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.6%).
고성장 매출: EIG 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -5.6%).
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: EIG의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 23:53 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
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이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Employers Holdings, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Robert Farnam | Brean Capital Historical (Janney Montgomery) |
| Matthew Carletti | Citizens JMP Securities, LLC |
| Karol Chmiel | Citizens JMP Securities, LLC |