Content generated by AI editorial engine. Editorially supervised by Sedat ANAK.
The median of 4 price targets is $365[FMP target], stock is $352, +3.8% vs the analyst consensus median. Q1 FY26 EPS $16.08 vs $13.97 estimate: beat (+15.1%)[FMP earnings]. Stock move on D+1: +3.7%.
A+ — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].
Quick AnswerEverest Re Group, Ltd. (EG) Q2 consensus: revenue $4.1B[FMP est], EPS $14.58[FMP est]. 1 consecutive quarters of beat[FMP earnings].
Q1 FY26 EPS $16.08 vs $13.97 estimate: beat (+15.1%)[FMP]. Stock move on D+1: +3.7%[FMP D+1].
Watchlist
Mt Logan Aum Growth
mt_logan_aum_growth
Mt. Logan continues to build momentum with assets under management now exceeding $2.6 billion.
"Mt. Logan continues to build momentum with assets under management now exceeding $2.6 billion."
- James Williamson, President and CEO - Q1 FY26 Earnings Call - April 30, 2026
Share Repurchase Increase
share_repurchase_increase
Everest is increasing its share repurchases, signaling confidence that its share price is undervalued.
"Effective this quarter, we are raising the quarterly floor on share repurchases from $200 million to $300 million, absent major external dislocation. This reflects our continued conviction that Everest share price today does not accurately reflect either the current value or the true earnings power of the company."
- James Williamson, President and CEO - Q1 FY26 Earnings Call - April 30, 2026
Global Wholesale Specialty Improvement
global_wholesale_specialty_improvement
Everest's Global Wholesale & Specialty saw a 3.8% improvement in loss experience driven by shifting the portfolio towards short-tail lines and strengthening the quality of the portfolio.
"And while it's early, we believe mix benefits from our actions to shift the portfolio towards short-tail lines and to strengthen the quality of the portfolio are driving improved loss experience. These actions contributed a 3.8% improvement in our attritional loss ratio to 58.9%, while we continue to set prudent loss picks."
- Mark Kociancic, Executive Vice President and CFO - Q1 FY26 Earnings Call - April 30, 2026
Treaty Reinsurance Performance
treaty_reinsurance_performance
Everest's Treaty Reinsurance segment delivered a strong quarter with a combined ratio of 87.2%.
"Treaty Reinsurance delivered an excellent quarter, generating $315 million of underwriting income on an 87.2% combined ratio."
- James Williamson, President and CEO - Q1 FY26 Earnings Call - April 30, 2026
Casualty Premium Reduction
casualty_premium_reduction
Everest has reduced casualty premium by more than $1.2 billion since January 2024.
"Since January 2024, we have reduced casualty premium by more than $1.2 billion."
- James Williamson, President and CEO - Q1 FY26 Earnings Call - April 30, 2026
Property Catastrophe Pricing Softening
property_catastrophe_pricing_softening
Everest notes that property catastrophe pricing continued to soften with rate down 13% on their book globally.
"Property Catastrophe pricing continued to soften with rate down 13% on our book globally."
- James Williamson, President and CEO - Q1 FY26 Earnings Call - April 30, 2026
Stock Expert AI - Methodology
Historical V1 earnings-model score (archived, May 9, 2026) — not the current MoonshotScore. Current MoonshotScore: EG stock page
multi-pillar methodology. Price Momentum strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 3 bullish (Ray Dalio, Ken Griffin, Buffett), 0 bearish (none), 3 neutral (Jim Simons, Klarman, Munger).
How is it calculated? ->Quality business, trading at fair value.
How is it calculated? ->Past Performance
Q1 FY26 (April 30, 2026) EPS $16.08 vs $13.97 estimate: beat (+15.1%)[FMP]. Stock move on D+1: +3.7%[FMP D+1].
Q1 FY26 EPS $16.08 vs $13.97 estimate: beat (+15.1%)[FMP]. Stock move on D+1: +3.7%[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx not reported[FMP cashflow]. Q1 op margin 18.1%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Wednesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Wednesday evening. The framework is ready on this page: Q2 EPS threshold $14.58[FMP]. Three scenarios.
Comparison Stock Expert AI is free today — no credit card.
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Everest Re Group, Ltd. (EG) Q2 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Everest Re Group, Ltd. (EG): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Everest Re Group, Ltd. (EG): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
Everest Re Group, Ltd. (EG): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.