Everything You Need To Know Ahead Of Earnings

Mortgage insurance provider Essent Group (NYSE:ESNT) will be reporting results this Friday before the bell. Here’s what you need to know.

Essent Group beat analysts’ revenue expectations by 0.7% last quarter, reporting revenues of $319.1 million, up 2% year on year. It was a very strong quarter for the company, with a beat of analysts’ EPS estimates and a narrow beat of analysts’ revenue estimates.

Is Essent Group a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Essent Group’s revenue to be flat year on year at $317 million, slowing from the 6.9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.77 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Essent Group has missed Wall Street’s revenue estimates twice over the last two years.

Looking at Essent Group’s peers in the property & casualty insurance segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Root delivered year-on-year revenue growth of 26.9%, beating analysts’ expectations by 4.5%, and Stewart Information Services reported revenues up 19.1%, topping estimates by 30.8%. Stewart Information Services traded down 4.1% following the results.

Read our full analysis of Root’s results here and Stewart Information Services’s results here.

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the property & casualty insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.3% on average over the last month. Essent Group is up 2.2% during the same time and is heading into earnings with an average analyst price target of $67.50 (compared to the current share price of $61.40).

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