ESNTFinancial Services · Insurance - SpecialtyThe 9 Wall Street analysts covering Essent Group Ltd. hold a median 12-month price target of $72 — +3.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 78 of 100 as at 3 Nov 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Essent Group Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (91): Analysts have, on balance, been raising their forecasts.
Accruals (29): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (20): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on ESNT, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +3.8% from it.
Of the 20 most recent actions, 6 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Oct 2026 | B of A Securities | Downgrade | Neutral | $78 → $68 |
| 12 Oct 2026 | JP Morgan | Maintains | Neutral | — |
| 12 Oct 2026 | JP Morgan | Maintains | Neutral | $72 → $66 |
| 5 Oct 2026 | Barclays | Maintains | Equal-Weight | — |
| 5 Oct 2026 | Barclays | Maintains | Equal-Weight | $65 → $66 |
| 10 Aug 2026 | Barclays | Maintains | Equal-Weight | — |
| 10 Aug 2026 | Barclays | Maintains | Equal-Weight | $62 → $65 |
| 10 Aug 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 10 Aug 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | $74 → $78 |
| 10 Aug 2026 | RBC Capital | Maintains | Sector Perform | — |
| 10 Aug 2026 | RBC Capital | Maintains | Sector Perform | $68 → $75 |
| 10 Aug 2026 | Roth Capital | Maintains | Buy | $65 → $80 |
| 10 Aug 2026 | Roth Capital | Maintains | Buy | — |
| 13 July 2026 | JP Morgan | Maintains | Neutral | $65 → $72 |
| 13 July 2026 | JP Morgan | Maintains | Neutral | — |
| 25 June 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 4 June 2026 | Keefe, Bruyette & Woods | Upgrade | Outperform | — |
| 22 May 2026 | RBC Capital | Initiates | Sector Perform | — |
| 11 May 2026 | Barclays | Maintains | Equal-Weight | — |
| 9 Apr 2026 | JP Morgan | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ESNT appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Essent Group Ltd. returned +14.0% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 59% of US stocks
Cheaper than 25% of US stocks
Cheaper than 68% of US stocks
Cheaper than 48% of US stocks
Higher than 61% of US stocks
Higher than 34% of US stocks
Higher than 99% of US stocks
Higher than 96% of US stocks
Higher than 68% of US stocks
Higher than 86% of US stocks
Higher than 80% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Essent Group Ltd. has a market value of $6.1B and an enterprise value of $5.9B.
Revenue in the twelve months to 30 June 2026: $1.3B. The latest quarter grew 13.6% year on year.
Net income over the same four quarters: $680.7M, a 50.9% net margin.
Diluted earnings per share, trailing twelve months: $7.17.
Free cash flow in the twelve months to 30 June 2026: $825.9M.
Essent Group Ltd. spent $611.0M on share buybacks and $123.7M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 9.5×; forward P/E: 8.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.07%, paying out 18% of earnings.
Essent Group Ltd. employs 518 people — $2.6M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Essent Group Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research says Essent Group lacks the two key ingredients it considers necessary for a likely earnings beat in the upcoming report. The item offers key expectations ahead of the release.
Why it matters — ESNT watchers may use the preview to understand Zacks’ view of the company’s earnings-beat prospects ahead of its report.
A Barron’s report says President Trump’s housing executive order may do little to improve home affordability but is providing relief to mortgage insurance stocks.
Why it matters — Essent Group watchers may note the report’s positive framing of the order’s effect on mortgage insurance stocks.
Essent Group Ltd. announced it will hold a conference call on Friday, November 6, 2026, at 10:00 a.m., to discuss its third-quarter earnings.
Why it matters — The call date and time tell ESNT watchers when the company will provide information about its third-quarter earnings.
Zacks Investment Research asks whether Essent Group or Berkshire Hathaway B is the more attractive value option among insurers in the Property and Casualty sector.
Why it matters — The item frames ESNT in a value comparison with Berkshire Hathaway B, which may interest investors tracking ESNT’s valuation.
Zacks Investment Research asks whether Essent Group has the attributes of a strong dividend stock, noting that identifying dividend stocks can be challenging.
Why it matters — The item directs attention to ESNT’s potential appeal to investors focused on dividends, without providing further details about its dividend.
The 9 Wall Street analysts covering Essent Group Ltd. have a median 12-month price target of $72, with estimates ranging from $66 to $80. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 9 analysts covering Essent Group Ltd., 3 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Essent Group Ltd. 78 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Essent Group Ltd. ranks 78 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (91 of 100).
No one can know that. What the data says: the median 12-month target from 9 analysts implies +3.8% from the last close, and Ticker Nerd's factor model ranks Essent Group Ltd. 78 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Essent Group Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ESNT are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $66 to $80 over the next 12 months.
Essent Group Ltd. returned +14.0% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Essent Group Ltd. is a Bermuda-based financial services holding company focused on the U.S.
The most recent item we track (Zacks Investment Research, 30 Oct 2026): "Essent Group (ESNT) Earnings Expected to Grow: What to Know Ahead of Next Week's Release". Zacks Investment Research says Essent Group lacks the two key ingredients it considers necessary for a likely earnings beat in the upcoming report. The item offers key expectations ahead of the release.
Essent Group Ltd. is a Bermuda-based financial services holding company focused on the U.S. housing finance market. Through its subsidiaries, Essent provides private mortgage insurance, reinsurance, and title insurance and settlement services that support mortgage lenders, borrowers, and investors. Its core offerings help manage mortgage credit risk on residential loans, particularly in conventional lending, by providing lenders with protection against losses and related expenses. The company also offers mortgage-related advisory and underwriting services, along with reinsurance solutions that help distribute risk within the mortgage ecosystem. Essent Group Ltd. serves a central role in facilitating home financing by supporting lender confidence and expanding access to mortgage credit.
CEO Mr. Mark Anthony Casale · 518 employees · Bermuda · https://ir.essentgroup.com
