Q2 Earnings Estimate for Essent Group Issued By Roth Capital

Essent Group Ltd. (NYSE:ESNT) – Equities researchers at Roth Capital boosted their Q2 2025 earnings per share (EPS) estimates for shares of Essent Group in a report released on Wednesday, May 21st. Roth Capital analyst H. Fong now anticipates that the financial services provider will post earnings of $1.69 per share for the quarter, up from their previous forecast of $1.66. The consensus estimate for Essent Group’s current full-year earnings is $6.88 per share. Roth Capital also issued estimates for Essent Group’s Q3 2025 earnings at $1.73 EPS, Q4 2025 earnings at $1.73 EPS, FY2025 earnings at $6.85 EPS, Q1 2026 earnings at $1.74 EPS, Q2 2026 earnings at $1.78 EPS, Q3 2026 earnings at $1.80 EPS, Q4 2026 earnings at $1.83 EPS and FY2026 earnings at $7.15 EPS.

Essent Group (NYSE:ESNT) last issued its quarterly earnings data on Friday, May 9th. The financial services provider reported $1.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.66 by $0.03. The firm had revenue of $317.56 million during the quarter, compared to the consensus estimate of $311.18 million. Essent Group had a return on equity of 13.35% and a net margin of 58.69%. The company’s quarterly revenue was up 6.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.70 EPS.

Several other research firms have also recently commented on ESNT. JPMorgan Chase & Co. raised shares of Essent Group from a “neutral” rating to an “overweight” rating and set a $60.00 target price for the company in a research note on Tuesday, April 8th. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of Essent Group in a research note on Friday, May 9th. Keefe, Bruyette & Woods reaffirmed an “outperform” rating on shares of Essent Group in a research note on Friday, May 9th. Compass Point lifted their target price on shares of Essent Group from $62.00 to $69.00 and gave the stock a “buy” rating in a research note on Friday. Finally, BTIG Research reaffirmed a “buy” rating on shares of Essent Group in a research note on Friday, May 9th. Two equities research analysts have rated the stock with a hold rating and five have issued a buy rating to the company. Based on data from MarketBeat, Essent Group currently has a consensus rating of “Moderate Buy” and an average target price of $63.29.

Essent Group Stock Performance

ESNT stock opened at $57.56 on Friday. The stock has a market capitalization of $5.84 billion, a P/E ratio of 8.41, a PEG ratio of 2.70 and a beta of 0.87. Essent Group has a one year low of $51.61 and a one year high of $65.34. The company has a 50 day moving average price of $56.74 and a two-hundred day moving average price of $56.37.

Essent Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 10th. Stockholders of record on Friday, May 30th will be paid a dividend of $0.31 per share. The ex-dividend date of this dividend is Friday, May 30th. This represents a $1.24 annualized dividend and a dividend yield of 2.15%. Essent Group’s dividend payout ratio is presently 18.16%.

Insider Activity

In related news, SVP Mary Lourdes Gibbons sold 1,777 shares of the company’s stock in a transaction on Monday, May 12th. The shares were sold at an average price of $60.07, for a total transaction of $106,744.39. Following the completion of the sale, the senior vice president now directly owns 253,022 shares of the company’s stock, valued at approximately $15,199,031.54. This represents a 0.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Douglas J. Pauls sold 3,000 shares of the company’s stock in a transaction on Tuesday, May 13th. The stock was sold at an average price of $59.80, for a total transaction of $179,400.00. Following the sale, the director now directly owns 27,165 shares of the company’s stock, valued at approximately $1,624,467. This trade represents a 9.95% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 5,001 shares of company stock valued at $299,591 in the last ninety days. Company insiders own 2.90% of the company’s stock.

Institutional Trading of Essent Group

A number of institutional investors have recently added to or reduced their stakes in the business. NFC Investments LLC boosted its position in Essent Group by 0.3% during the 4th quarter. NFC Investments LLC now owns 56,688 shares of the financial services provider’s stock worth $3,086,000 after purchasing an additional 175 shares during the period. Parkside Financial Bank & Trust lifted its holdings in Essent Group by 8.2% in the 4th quarter. Parkside Financial Bank & Trust now owns 2,363 shares of the financial services provider’s stock worth $129,000 after buying an additional 180 shares in the last quarter. Fifth Third Bancorp lifted its holdings in Essent Group by 20.2% in the 1st quarter. Fifth Third Bancorp now owns 1,114 shares of the financial services provider’s stock worth $64,000 after buying an additional 187 shares in the last quarter. State of Alaska Department of Revenue lifted its holdings in Essent Group by 0.5% in the 1st quarter. State of Alaska Department of Revenue now owns 39,301 shares of the financial services provider’s stock worth $2,268,000 after buying an additional 190 shares in the last quarter. Finally, PNC Financial Services Group Inc. lifted its holdings in Essent Group by 5.7% in the 1st quarter. PNC Financial Services Group Inc. now owns 3,721 shares of the financial services provider’s stock worth $215,000 after buying an additional 200 shares in the last quarter. 93.00% of the stock is owned by hedge funds and other institutional investors.

About Essent Group

Essent Group Ltd., through its subsidiaries, provides private mortgage insurance and reinsurance for mortgages secured by residential properties located in the United States. Its mortgage insurance products include primary, pool, and master policy. The company also provides information technology maintenance and development services; customer support-related services; underwriting consulting; and contract underwriting services, as well as risk management products and title insurance and settlement services.