Heartland Advisors Inc. Takes Position in Everest Group, Ltd. $EG

Heartland Advisors Inc. acquired a new position in Everest Group, Ltd. (NYSE:EG) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 23,172 shares of the company’s stock, valued at approximately $8,278,000. Heartland Advisors Inc. owned about 0.06% of Everest Group at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Siemens Fonds Invest GmbH boosted its position in Everest Group by 3.3% in the 4th quarter. Siemens Fonds Invest GmbH now owns 1,067 shares of the company’s stock valued at $364,000 after buying an additional 34 shares during the last quarter. V Square Quantitative Management LLC increased its stake in shares of Everest Group by 4.0% in the 1st quarter. V Square Quantitative Management LLC now owns 968 shares of the company’s stock valued at $316,000 after buying an additional 37 shares during the period. Brown Brothers Harriman & Co. raised its position in shares of Everest Group by 27.6% during the fourth quarter. Brown Brothers Harriman & Co. now owns 171 shares of the company’s stock worth $58,000 after acquiring an additional 37 shares during the last quarter. GenTrust LLC raised its position in shares of Everest Group by 4.8% during the fourth quarter. GenTrust LLC now owns 874 shares of the company’s stock worth $297,000 after acquiring an additional 40 shares during the last quarter. Finally, Tred Avon Family Wealth LLC lifted its stake in shares of Everest Group by 6.5% during the first quarter. Tred Avon Family Wealth LLC now owns 657 shares of the company’s stock valued at $215,000 after acquiring an additional 40 shares during the period. Institutional investors and hedge funds own 92.64% of the company’s stock.

Key Stories Impacting Everest Group

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

• Positive Sentiment: Upward earnings revisions: Zacks Research raised its FY2026 EPS forecast to $53.10 from $52.49, FY2027 to $59.23 from $58.45, and FY2028 to $66.63 from $65.28. It also increased estimates for Q4 2026, Q1 and Q2 2027, Q3 2027, and Q1 and Q2 2028. The revisions suggest improving expectations for Everest Group’s underwriting and investment results.
• Positive Sentiment: Forecast remains above consensus: Zacks’ $53.10 FY2026 estimate is modestly higher than the current analyst consensus of $52.83, providing a favorable earnings-expectations catalyst.
• Neutral Sentiment: TD Cowen maintained its Hold rating: The unchanged stance indicates the analyst sees limited immediate reason to change the investment case, even as earnings forecasts improve. TD Cowen Sticks to Their Hold Rating for Everest Group
• Negative Sentiment: One near-term forecast was cut: Zacks reduced its Q3 2026 EPS estimate to $8.88 from $9.03, signaling some expected earnings pressure in the upcoming quarter.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. Wells Fargo & Company raised their price target on Everest Group from $373.00 to $396.00 and gave the company an “equal weight” rating in a report on Friday, July 31st. UBS Group boosted their price objective on Everest Group from $374.00 to $395.00 and gave the stock a “neutral” rating in a report on Monday, August 3rd. Morgan Stanley upped their target price on shares of Everest Group from $355.00 to $360.00 and gave the company an “equal weight” rating in a research report on Monday, July 6th. TD Cowen raised their target price on shares of Everest Group from $365.00 to $385.00 and gave the company a “hold” rating in a research note on Wednesday. Finally, BMO Capital Markets lifted their price target on shares of Everest Group from $366.00 to $376.00 and gave the stock a “market perform” rating in a research report on Thursday, May 14th. Four analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $395.27.

Everest Group Stock Up 0.5%

Shares of NYSE:EG opened at $370.18 on Friday. Everest Group, Ltd. has a 52 week low of $302.44 and a 52 week high of $401.07. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.35 and a current ratio of 0.35. The company has a market capitalization of $14.19 billion, a PE ratio of 7.83, a PEG ratio of 0.73 and a beta of 0.29. The company has a 50 day moving average price of $366.34 and a two-hundred day moving average price of $346.80.

Everest Group (NYSE:EG) last posted its earnings results on Wednesday, July 29th. The company reported $14.85 earnings per share for the quarter, topping the consensus estimate of $14.52 by $0.33. The company had revenue of $3.96 billion for the quarter, compared to analyst estimates of $3.99 billion. Everest Group had a net margin of 11.41% and a return on equity of 13.63%. The business’s revenue for the quarter was down 11.8% compared to the same quarter last year. During the same period last year, the business posted $16.10 earnings per share. Analysts forecast that Everest Group, Ltd. will post 52.91 earnings per share for the current year.

Everest Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Wednesday, September 9th will be paid a dividend of $2.00 per share. This represents a $8.00 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Wednesday, September 9th. Everest Group’s dividend payout ratio (DPR) is presently 16.92%.

About Everest Group

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.