Dec 26, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Essent Group (ESNT): Assessing Valuation After Recent 5% Share Price Climb
Essent Group (ESNT) shares have risen by 5% in the last month and 21% year-to-date, indicating strong momentum. Despite trading just below Wall Street targets, the company is considered undervalued with a fair value of $67.50, supported by its expansion into credit risk management and disciplined capital returns. However, potential risks include housing affordability pressures and a slowdown in home price appreciation affecting mortgage demand and loss ratios.
Dec 26, 2025 • Sahm
BULLISH
Essent Group (ESNT): Assessing Valuation After Recent 5% Share Price Climb
Essent Group (ESNT) shares have risen 5% in the last month, contributing to a 21% year-to-date gain and over 80% total shareholder return in three years. Despite this climb, the stock is considered "2.5% Undervalued" with a narrative fair value of $67.50, driven by structural demand, disciplined capital returns, and expansion into credit risk management. Investors are questioning if its fundamentals still justify further buying, especially considering potential housing affordability pressures.
Dec 25, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Essent Group (ESNT): Assessing Valuation After Recent 5% Share Price Climb
Essent Group's stock (ESNT) has risen 5% in the past month, contributing to a 21% year-to-date gain and an impressive three-year return of over 80%. Despite this climb, the company's valuation suggests it is still modestly undervalued, trading just below Wall Street targets and at an implied discount to intrinsic value estimates. The narrative highlights structural demand, disciplined capital returns, and expansion into credit risk management as key drivers for potential future upside, though housing affordability pressures pose a risk.
Dec 24, 2025 • MarketBeat
NEUTRAL
Voya Investment Management LLC Sells 74,863 Shares of Essent Group Ltd. $ESNT
Voya Investment Management LLC reduced its stake in Essent Group Ltd. by 32.7% during the third quarter, selling 74,863 shares and retaining 153,983 shares valued at approximately $9.79 million. This move comes as Essent Group missed its quarterly EPS and revenue estimates, even though the stock currently holds a consensus "Hold" rating from analysts with an average target price of $66.67.
Dec 23, 2025 • Investing.com
SOMEWHAT-BEARISH
Essent group SVP Gibbons sells $291k in stock
Mary Lourdes Gibbons, SVP and Chief Legal Officer at Essent Group Ltd (NYSE:ESNT), sold 4,352 common shares totaling $291,584 on December 18, 2025. This transaction leaves Gibbons with 237,896 directly owned shares. The sale follows a recent earnings report where Essent Group Ltd missed analyst expectations for both EPS and revenue in Q3 2025.
Dec 23, 2025 • MarketBeat
SOMEWHAT-BEARISH
Insider Selling: Essent Group (NYSE:ESNT) SVP Sells 4,352 Shares of Stock
Mary Lourdes Gibbons, SVP at Essent Group (NYSE:ESNT), sold 4,352 shares of the company's stock on December 18th for $291,584, reducing her stake by 1.8%. This transaction occurred as ESNT stock traded near its 52-week high, despite the company recently missing EPS and revenue estimates. Analysts currently rate the stock as "Hold" with an average price target of $66.67.