Inside the research
Everest Group, Ltd.
EG Research profile · latest available data
Price overview
$370.43
▼ -1.53 (-0.4%)
| 52w hi | $396.54 |
|---|---|
| 52w lo | $299.59 |
| Vol | 282.20K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.31
| Short | +0.43 |
|---|---|
| Medium | +0.32 |
| Long | +0.05 |
computed 2026-09-27
Key fundamentals
Everest Group, Ltd.
Financial Services · Insurance - Reinsurance
| Market cap | $14.20B |
|---|---|
| Enterprise value | $14.17B |
| Trailing P/E | 7.83x |
| Forward P/E | 6.20x |
| P / S (ttm) | 0.84x |
| Profit margin | 11.4% |
| Return on equity | 12.6% |
| Revenue growth | -11.3% |
| Earnings growth | -11.5% |
| Debt / equity | 23.26 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.18 | |
| Sector | +0.02 | |
| Technical | +0.29 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Everest Group, Ltd., together with subsidiaries, provides reinsurance and insurance products in the United States, Europe, and internationally. It operates in two segment, Insurance and Reinsurance. The company writes property and casualty reinsurance; treaty and facultative reinsurance products; and specialty lines of business through reinsurance brokers, as well as directly with ceding companies; and writes property and casualty insurance directly, as well as through brokers, surplus lines, and general agents. It provides reinsurance products comprising mortgage, catastrophe, marine, aviation, engineering, professional line, credit and surety, motor, agriculture/crop, and political violence reinsurance products. In addition, the company offers commercial property and casualty insurance products through wholesale and retail brokers, surplus lines brokers, and program administrators. The company was formerly known as Everest Re Group, Ltd. and changed its name to Everest Group, Ltd. in July 2023.Everest Group, Ltd., was founded in 1973 and is headquartered in Hamilton, Bermuda.
Risk Metrics
| Beta vs SPX | 0.39 |
|---|---|
| Corr SPX | 0.25 |
| Annual vol | 24.9% |
| Annual ret | +0.9% |
| Sharpe | 0.04 |
| Max DD | -25.1% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $378.00 |
|---|---|
| High / Low | $470.00 / $332.00 |
| Median | $366.00 |
| Analysts | 15 |
| Strong Buy | 3 | |
|---|---|---|
| Buy | 3 | |
| Hold | 10 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-07 | Mizuho | → Neutral |
| 2026-05-06 | Wells Fargo | → Equal-Weight |
| 2026-05-06 | Keefe, Bruyette & Woods | → Outperform |
| 2026-05-04 | UBS | → Neutral |
| 2026-04-16 | Wells Fargo | → Equal-Weight |
| 2026-04-14 | B of A Securities | → Buy |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-29 | Earnings Release, Exhibits | read |
| 2026-06-03 | Other Material Event, Exhibits | read |
| 2026-05-15 | Officer / Director Change, Shareholder Vote | read |
| 2026-04-29 | Earnings Release, Exhibits | read |
| 2026-04-13 | Reg FD Disclosure | read |
| 2026-03-23 | Material Agreement, Reg FD Disclosure… | read |
| 2026-03-16 | Officer / Director Change | read |
| 2026-02-04 | Earnings Release, Exhibits | read |
| 2025-12-02 | Officer / Director Change | read |
| 2025-11-20 | Officer / Director Change, Exhibits | read |
| 2025-10-28 | Material Agreement, Exhibits | read |
| 2025-10-27 | Material Agreement, Exhibits | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 94.9% |
| HHI | 3,401 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $658.99M | 1.84M |
| AQR Capital Management | $501.78M | 1.40M |
| Capital Research / Capital World | $97.85M | 273.90K |
| Renaissance Technologies | $55.67M | 155.84K |
| Citadel Advisors | $50.10M | 140.26K |
| Fidelity / FMR LLC | $29.92M | 83.76K |
| Bridgewater Associates | $25.79M | 72.18K |
| Millennium Management | $17.68M | 49.50K |
| T. Rowe Price Group | $34.96K | 97.85K |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.54% |
|---|---|
| $ / share (TTM) | $2.00 |
| 5y CAGR | -8.4% |
Annual dividend per share
| 2021 | $6.20 |
|---|---|
| 2022 | $6.50 |
| 2023 | $6.80 |
| 2024 | $7.75 |
| 2025 | $4.00 |
| 2026 | $2.00 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $14.59B | +8.2% | |
| Net income | $2.52B | +80.5% | |
| Cash from ops | $4.96B | +16.6% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $373.50 | $376.95 | $367.67 | $370.43 | 282.20K |
| Sep 24 | $374.30 | $376.99 | $371.92 | $371.96 | 285.00K |
| Sep 23 | $371.41 | $376.84 | $370.71 | $372.36 | 291.30K |
| Sep 22 | $373.01 | $373.92 | $366.49 | $370.96 | 421.60K |
| Sep 21 | $378.70 | $378.70 | $368.03 | $369.42 | 386.00K |
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