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Essent Group Ltd. Stock Price

NYSE:ESNT Community·US$5.7b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 3 Fair Values set on narratives written by author

ESNT Share Price Performance

US$60.78
3.18 (5.52%)
US$69.14
Fair Value
US$60.78
3.18 (5.52%)
12.1% undervalued intrinsic discount
US$69.14
Fair Value
Price US$60.78
AnalystConsensusTarget US$69.14

ESNT Community Narratives

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Fair Value US$69.14 12.1% undervalued intrinsic discount

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

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Trending Discussion

Updated Narratives

ESNT logo

ESNT: Future Returns Will Reflect 2026 Buybacks And Earnings Power

Fair Value: US$69.14 12.1% undervalued intrinsic discount
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Snowflake Analysis

Undervalued with excellent balance sheet.

2 Risks
2 Rewards

Essent Group Ltd. Key Details

US$1.3b

Revenue

US$267.4m

Cost of Revenue

US$1.0b

Gross Profit

US$325.7m

Other Expenses

US$686.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
7.45
79.10%
53.64%
8.7%
View Full Analysis

About ESNT

Founded
2008
Employees
520
CEO
Mark Casale
WebsiteView website
ir.essentgroup.com

Essent Group Ltd., through its subsidiaries, provides private mortgage insurance and reinsurance, and title insurance and settlement services to mortgage lenders, borrowers, and investors in the United States. It operates through two segments, Mortgage Insurance and Reinsurance. The company’s mortgage insurance products include primary, pool, and master policy. It also provides information technology maintenance and development services; customer support-related services; underwriting consulting services to third-party reinsurers; and contract underwriting services, as well as credit risk management products. In addition, the company offers title insurance and settlement services; and title insurance underwriting services. It serves the originators of residential mortgage loans, such as regulated depository institutions, mortgage banks, credit unions, and other lenders. Essent Group Ltd. was founded in 2008 and is headquartered in Hamilton, Bermuda.

Recent ESNT News & 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
Narrative Update 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.

Recent updates

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