Aviance Capital Partners LLC Purchases Shares of 3,479 Everest Group, Ltd. $EG

Aviance Capital Partners LLC acquired a new stake in shares of Everest Group, Ltd. (NYSE:EG) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 3,479 shares of the company’s stock, valued at approximately $1,218,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in EG. Board of the Pension Protection Fund purchased a new position in shares of Everest Group in the second quarter valued at $34,000. CYBER HORNET ETFs LLC bought a new stake in Everest Group in the second quarter worth $39,000. MUFG Securities EMEA plc bought a new position in Everest Group during the second quarter valued at $43,000. MassMutual Private Wealth & Trust FSB raised its stake in shares of Everest Group by 86.4% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 151 shares of the company’s stock valued at $53,000 after acquiring an additional 70 shares during the period. Finally, Geneos Wealth Management Inc. grew its holdings in Everest Group by 98.9% during the 1st quarter. Geneos Wealth Management Inc. now owns 181 shares of the company’s stock valued at $66,000 after purchasing an additional 90 shares during the last quarter. 92.64% of the stock is owned by institutional investors.

Everest Group Stock Down 0.8%

EG opened at $318.64 on Friday. The business has a 50 day moving average price of $324.54 and a two-hundred day moving average price of $333.55. Everest Group, Ltd. has a 52 week low of $302.44 and a 52 week high of $373.23. The company has a market cap of $13.38 billion, a PE ratio of 24.27, a P/E/G ratio of 0.23 and a beta of 0.38. The company has a quick ratio of 0.39, a current ratio of 0.39 and a debt-to-equity ratio of 0.23.

Everest Group (NYSE:EG) last announced its quarterly earnings data on Monday, October 27th. The company reported $7.54 earnings per share (EPS) for the quarter, missing the consensus estimate of $13.39 by ($5.85). The firm had revenue of $4.32 billion during the quarter, compared to analyst estimates of $3.86 billion. Everest Group had a net margin of 3.12% and a return on equity of 3.74%. The business’s quarterly revenue was up .8% compared to the same quarter last year. During the same period in the prior year, the firm posted $11.80 earnings per share. As a group, research analysts anticipate that Everest Group, Ltd. will post 47.93 EPS for the current year.

Everest Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 12th. Investors of record on Wednesday, November 26th were given a $2.00 dividend. The ex-dividend date was Wednesday, November 26th. This represents a $8.00 annualized dividend and a dividend yield of 2.5%. Everest Group’s payout ratio is currently 60.93%.

Insider Activity

In other Everest Group news, Director William F. Galtney, Jr. purchased 11,385 shares of Everest Group stock in a transaction on Wednesday, October 29th. The shares were bought at an average price of $307.38 per share, with a total value of $3,499,521.30. Following the purchase, the director directly owned 45,491 shares in the company, valued at $13,983,023.58. This trade represents a 33.38% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Allan Levine purchased 3,100 shares of the stock in a transaction on Wednesday, October 29th. The stock was acquired at an average price of $306.08 per share, with a total value of $948,848.00. Following the acquisition, the director directly owned 4,153 shares in the company, valued at $1,271,150.24. This trade represents a 294.40% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 1.10% of the company’s stock.

Analyst Ratings Changes

EG has been the subject of a number of recent analyst reports. Raymond James Financial restated an “outperform” rating and set a $350.00 price objective on shares of Everest Group in a report on Monday, November 3rd. Cowen reiterated a “hold” rating on shares of Everest Group in a report on Tuesday, October 7th. Barclays boosted their price objective on shares of Everest Group from $365.00 to $377.00 and gave the company an “overweight” rating in a research report on Thursday, January 8th. Wolfe Research raised shares of Everest Group from an “underperform” rating to a “peer perform” rating in a research note on Wednesday, October 29th. Finally, Evercore ISI set a $365.00 price objective on Everest Group in a research note on Wednesday, January 7th. Six research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat.com, Everest Group currently has an average rating of “Hold” and an average target price of $365.33.

Key Headlines Impacting Everest Group

Here are the key news stories impacting Everest Group this week:

• Positive Sentiment: Zacks raised a few forward estimates — notably Q2 2026 and Q2 2027 EPS and nudged FY2027 higher — which suggest some pockets of expected outperformance later in the fiscal cycle and modest upside to longer‑term earnings. Zacks Research Coverage
• Neutral Sentiment: Everest appointed Christopher Kujawa as Executive Vice President and Chief Human Resources Officer (effective Jan. 20, 2026). Management continuity and an experienced HR leader are corporate‑governance positives but are unlikely to move near‑term earnings materially. Everest Appoints Christopher Kujawa as Executive Vice President and Chief Human Resources Officer
• Neutral Sentiment: BusinessWire items reporting that vendors (Insurity, FPT) were recognized in “Everest Group” PEAK Matrix assessments refer to the independent research firm’s benchmarking product, not Everest Group, Ltd.’s operations. These items highlight the PEAK Matrix brand but do not directly affect EG’s underwriting results or capital outlook. Insurity Recognized as a Leader in Everest Group’s PEAK Matrix FPT Recognized in Everest Group Banking IT Services PEAK Matrix Assessment 2025
• Negative Sentiment: Zacks Research issued multiple downward revisions to near‑term EPS (Q4 2025, Q4 2026, Q4 2027, Q1–Q3 2026/2027 and FY2025/FY2026 in several notes) and maintains a “Hold” rating. The breadth of cuts likely pressured sentiment and contributed to selling pressure today. Zacks Research Coverage
• Negative Sentiment: Technically, the stock is trading below its 50‑day ($324.69) and 200‑day ($333.75) moving averages, which can amplify near‑term downside as momentum traders react to the estimate cuts and “Hold” analyst stance.

Everest Group Company Profile

Everest Group (NYSE:EG) is a global research and consulting firm specializing in strategic advisory, market intelligence, and data-driven analysis for business process, information technology, and emerging technology services. The company provides insights and benchmarks that help enterprises and service providers optimize digital transformation initiatives, sourcing strategies, and operational performance. Through its proprietary research frameworks and data analytics, Everest Group delivers actionable guidance on areas such as automation, cloud migration, customer experience, and supply chain resilience.

With offerings that span advisory engagements, managed services research, and consulting projects, Everest Group serves multiple industry verticals, including banking and financial services, healthcare, manufacturing, telecommunications, and retail.