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Everest Group (EG)
NYSE:EG
Earnings Data
Report Date
May 04, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
15.05Last Year’s EPS
6.45Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a balanced but constructive view: management emphasized meaningful strategic progress (portfolio simplification, reserve protection via an ADC, strengthened leadership), strong investment income, solid reinsurance underwriting results, improved book value, and an aggressive buyback program. At the same time, near‑term headwinds include a meaningful drop in gross written premium driven by the retail divestiture and targeted casualty reductions, one‑time restructuring and ADC costs that elevated the combined ratio and produced negative operating cash flow in the quarter, and a temporarily high combined ratio in the transitioning Other segment. Management framed most negatives as transitional or one‑time and reiterated plans to prioritize buybacks while expecting underwriting and margin improvement over 2026–2027.Company Guidance
Strong capital returns and buybacks
Repurchased $400 million of shares in Q4 2025 and an additional $100 million in January 2026; full-year 2025 repurchases totaled ~$800 million (2.4 million shares at an average price of $333). Management set a quarterly buyback floor of $200 million and signaled continued repurchases given the discounted valuation.
Improved book value and shareholders' equity
Shareholders' equity ended Q4 at $15.5 billion. Book value per share was $379.83, an improvement of 20.1% from year-end 2024 (adjusted for $8 per share dividends year-to-date).
Solid profitability measures
Generated $549 million of net operating income in Q4. Management reported an operating ROE of 14.2% for the quarter and referenced a 12.4% operating ROE for the year, and an annualized total shareholder return of ~13.1%.
Durable and growing investment income
Net investment income increased to $562 million in Q4, driven by higher AUM and strong alternative returns. Alternatives produced $125 million of net investment income in the quarter (vs. $41 million prior-year quarter). Book yield was ~4.5% with new-money yields ~4.7%.
Underwriting strength in reinsurance
Reinsurance division produced $255 million of underwriting income in Q4 with disciplined underwriting across geographies. Reinsurance GWP down modestly (3.6% in constant dollars excluding reinstatements), and the combined ratio for the reinsurance segment was 91.2%.
Attritional performance excluding one‑offs
Group combined ratio was 98.4% including catastrophe losses and ADC premium; excluding those impacts (including $216 million of catastrophe losses and $122 million of ADC premium consideration), the attritional combined ratio was 89.9%, indicating underlying margin improvement (attritional loss ratio improved ~3.7 points to 60.2%).
Specialty growth and third‑party capital
Specialty reinsurance book is approximately $2 billion of premium with an attritional loss ratio in the mid‑80s. Mt. Logan third‑party capital business reached over $2.5 billion of AUM as of Jan 1, 2026, with a strong investor pipeline.
Strategic portfolio actions and leadership strengthening
In 2025 the company simplified its portfolio, reduced reserve risk (including executing a $1.2 billion adverse development cover), divested commercial retail renewal rights to AIG for $426 million consideration, and added senior executives to strengthen management.
EG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $333.42 | $325.89 | -2.26% |
Oct 27, 2025 | $341.79 | $302.97 | -11.36% |
Jul 30, 2025 | $328.53 | $331.73 | +0.97% |
Apr 30, 2025 | $352.42 | $331.35 | -5.98% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Everest Group (EG) report earnings?
Everest Group (EG) is schdueled to report earning on May 04, 2026, After Close (Confirmed).
What is Everest Group (EG) earnings time?
Everest Group (EG) earnings time is at May 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EG EPS forecast?
EG EPS forecast for the fiscal quarter 2026 (Q1) is 15.05.