Fjarde AP Fonden Fourth Swedish National Pension Fund Has $3.11 Million Stock Holdings in Everest Group, Ltd. $EG

Fjarde AP Fonden Fourth Swedish National Pension Fund trimmed its holdings in shares of Everest Group, Ltd. (NYSE:EG) by 24.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,887 shares of the company’s stock after selling 2,900 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Everest Group were worth $3,112,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of EG. Norges Bank acquired a new position in shares of Everest Group in the 2nd quarter valued at about $601,300,000. AQR Capital Management LLC grew its position in Everest Group by 65.6% during the second quarter. AQR Capital Management LLC now owns 1,180,615 shares of the company’s stock valued at $399,626,000 after purchasing an additional 467,656 shares in the last quarter. Altrinsic Global Advisors LLC increased its stake in Everest Group by 37.2% in the 2nd quarter. Altrinsic Global Advisors LLC now owns 937,296 shares of the company’s stock valued at $318,540,000 after buying an additional 254,317 shares during the period. Donald Smith & CO. Inc. lifted its position in Everest Group by 54.6% in the 2nd quarter. Donald Smith & CO. Inc. now owns 311,037 shares of the company’s stock worth $105,706,000 after buying an additional 109,848 shares in the last quarter. Finally, Balyasny Asset Management L.P. lifted its position in Everest Group by 37.5% in the 2nd quarter. Balyasny Asset Management L.P. now owns 336,692 shares of the company’s stock worth $114,425,000 after buying an additional 91,799 shares in the last quarter. 92.64% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

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

Everest Group Stock Performance

EG opened at $318.64 on Monday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.39 and a current ratio of 0.39. The company has a market cap of $13.38 billion, a PE ratio of 24.27, a price-to-earnings-growth ratio of 0.23 and a beta of 0.38. The stock has a 50-day moving average of $324.54 and a 200-day moving average of $333.55. Everest Group, Ltd. has a 52-week low of $302.44 and a 52-week high of $373.23.

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

Everest Group Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the stock. Wells Fargo & Company dropped their price target on shares of Everest Group from $343.00 to $332.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 13th. Cantor Fitzgerald dropped their target price on Everest Group from $348.00 to $344.00 and set a “neutral” rating on the stock in a research report on Wednesday. Zacks Research raised Everest Group from a “strong sell” rating to a “hold” rating in a research note on Monday, January 12th. Raymond James Financial reissued an “outperform” rating and issued a $350.00 price target on shares of Everest Group in a research note on Monday, November 3rd. Finally, Evercore ISI set a $365.00 price objective on Everest Group in a report on Wednesday, January 7th. Six investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $365.33.

Key Everest Group News

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.