Essent Group Ltd.

NYSE:ESNT Stok Raporu

Piyasa değeri: US$5.7b

Essent Group Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Essent Group şirketinin kazançlarının yıllık 1.8% oranında düşmesi, yıllık gelirinin ise yıllık 5.5% oranında artması bekleniyor. EPS'nin yıllık 3.7% oranında büyümesi bekleniyor.

Anahtar bilgiler

-1.8%

Kazanç büyüme oranı

3.75%

EPS büyüme oranı

Diversified Financial kazanç büyümesi8.1%
Gelir büyüme oranı5.5%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Low

Son güncelleme12 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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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Yeni Anlatı • 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

Kazanç ve Gelir Büyüme Tahminleri

NYSE:ESNT - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: ESNT şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -1.8% ).

Kazançlar ve Piyasa: ESNT şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -1.8% ).

Yüksek Büyüme Kazançları: ESNT şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor.

Gelir ve Pazar: ESNT şirketinin gelirinin (yıllık 5.5% ) US pazarından (yıllık 11.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: ESNT şirketinin gelirinin (yıllık 5.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: ESNT 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 09:47
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Essent Group Ltd. 18 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Mark DeVriesBarclays
Terry MaBarclays
Mihir BhatiaBofA Global Research