ESNTFinancial Services · Insurance - SpecialtyThe 7 Wall Street analysts covering Essent Group Ltd. hold a median 12-month price target of $75 — +7.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 83 of 100 as at 15 Aug 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 (92): Analysts have, on balance, been raising their forecasts.
Accruals (27): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (21): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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.
The green dot is the last close — the median target sits +7.8% from it.
Of the 20 most recent actions, 5 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Aug 2026 | Barclays | Maintains | Equal-Weight | $62 → $65 |
| 10 Aug 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | $74 → $78 |
| 10 Aug 2026 | RBC Capital | Maintains | Sector Perform | $68 → $75 |
| 10 Aug 2026 | Roth Capital | Maintains | Buy | $65 → $80 |
| 13 July 2026 | JP Morgan | Maintains | Neutral | — |
| 13 July 2026 | JP Morgan | Maintains | Neutral | $65 → $72 |
| 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 | — |
| 6 Apr 2026 | Barclays | Maintains | Equal-Weight | — |
| 12 Mar 2026 | UBS | Maintains | Neutral | — |
| 17 Feb 2026 | Barclays | Maintains | Equal-Weight | — |
| 12 Jan 2026 | JP Morgan | Maintains | Neutral | — |
| 6 Jan 2026 | Barclays | Maintains | Equal-Weight | — |
| 2 Jan 2026 | Roth Capital | Maintains | Buy | — |
| 18 Dec 2025 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 24 Nov 2025 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 7 Oct 2025 | JP Morgan | Downgrade | 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.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ESNT appears on the weeks it earns a place.
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 60% of US stocks
Cheaper than 27% of US stocks
Cheaper than 70% of US stocks
Cheaper than 49% of US stocks
Higher than 60% of US stocks
Higher than 33% 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 46% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 →
Essent Group exceeded Q2 earnings and revenue estimates, driven by a surge in reinsurance premiums. However, higher loss provisions and expenses weighed on results.
Why it matters — ESNT watchers would care because the earnings and revenue beat reflects growing reinsurance business even as elevated loss provisions and costs remain a headwind.
Essent Group Ltd reported better-than-expected results for the second quarter on Friday. In response, analysts raised their forecasts for the company.
Why it matters — A better-than-expected quarterly performance with upward analyst forecast revisions is noteworthy for ESNT watchers tracking the company's financial outlook.
Essent Group reported second-quarter 2026 net income of $190 million, or $2.08 per diluted share, supported by a benign credit environment, elevated mortgage-insurance persistency, and higher investment income.
Why it matters — ESNT watchers would care because the results reflect a strong operating environment with favorable credit conditions and persistent mortgage insurance demand, both key drivers of the company's earnings.
Essent Group Ltd. held its Q2 2026 earnings call, with the transcript of the call published by Seeking Alpha. The call covered the company's second-quarter results and management commentary.
Why it matters — The earnings call transcript provides ESNT watchers with direct insight into the company's quarterly performance and management's outlook.
Essent Group reported Q2 earnings of $2.08 per share, surpassing the Zacks Consensus Estimate of $1.77 per share and up from $1.93 per share in the same quarter last year.
Why it matters — The earnings beat signals that Essent Group's quarterly financial performance exceeded analyst expectations, which could influence investor perception of the company's near-term profitability.
The 7 Wall Street analysts covering Essent Group Ltd. have a median 12-month price target of $75, with estimates ranging from $65 to $80. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Essent Group Ltd., 3 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Essent Group Ltd. 83 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Essent Group Ltd. ranks 83 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 (92 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +7.8% from the last close, and Ticker Nerd's factor model ranks Essent Group Ltd. 83 out of 100 as at 15 Aug 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: $65 to $80 over the next 12 months.
Essent Group Ltd. returned +12.1% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Essent Group Ltd. is a Bermuda-based holding company offering private mortgage insurance, reinsurance, risk management products, title insurance, and settlement services to the housing finance industry.
The most recent item we track (Zacks Investment Research, 10 Aug 2026): "ESNT Q2 Earnings & Revenues Top Estimates on Strong Reinsurance Growth". Essent Group exceeded Q2 earnings and revenue estimates, driven by a surge in reinsurance premiums. However, higher loss provisions and expenses weighed on results.
Essent Group Ltd. is a Bermuda-based holding company offering private mortgage insurance, reinsurance, risk management products, title insurance, and settlement services to the housing finance industry. It provides credit protection to mortgage lenders, borrowers, and investors by covering a portion of the unpaid principal balance of a mortgage and related expenses in the event of default, enabling lenders to extend additional financing to prospective homeowners and support affordable homeownership. The company operates primarily in the U.S. residential mortgage market, serving mortgage originators and investors through its subsidiaries, including Essent Guaranty and Agents National Title Insurance Company. Essent Group Ltd. focuses on responsibly managing mortgage credit risk via insurance-linked notes and other reinsurance mechanisms issued by special purpose insurers. Its title services facilitate real estate transactions by handling insurance and settlements. Founded in 2008 and headquartered in Hamilton, Bermuda, Essent Group Ltd. plays a vital role in the specialty insurance sector, promoting stability in housing finance.
CEO Mr. Mark Anthony Casale · 518 employees · Bermuda · https://ir.essentgroup.com