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    Everest (EG)

    Market Price (7/28/2026): $389.47 | Market Cap: $15.5 BilInvestor Relations Sector: Financials | Industry: Reinsurance

    Everest (EG)

    Market Price (7/28/2026): $389.47
    Market Cap: $15.5 Bil
    Sector: Financials
    Industry: Reinsurance

    Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

    0

    Attractive yield
    Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 15%, Dividend Yield is 2.1%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 11%, FCF Yield is 18%

    Cash is significant % of market cap
    Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -97%

    Attractive cash flow generation
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16%, CFO LTM is 2.8 Bil, FCF LTM is 2.8 Bil

    Stock buyback support
    Stock Buyback 3Y Total is 1.3 Bil

    Low stock price volatility
    Vol 12M is 24%

    Megatrend and thematic drivers
    Megatrends include Global Risk & Resilience. Themes include Climate Risk Adaptation, Cyber Risk Insurance, and Specialty & Complex Risk Underwriting.

    Trading close to highs
    Dist 52W High is 0.0%, Dist 3Y High is -0.3%

    Weak multi-year price returns
    2Y Excs Rtn is -28%, 3Y Excs Rtn is -50%

    Weak revenue growth
    Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -1.8%, Rev Chg QQuarterly Revenue Change % is -6.8%

    Key risks
    EG key risks include [1] substantial reserve strengthening required for poorly underwritten legacy insurance policies, Show more.

    0 Attractive yield
    Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 15%, Dividend Yield is 2.1%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 11%, FCF Yield is 18%
    1 Cash is significant % of market cap
    Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -97%
    2 Attractive cash flow generation
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16%, CFO LTM is 2.8 Bil, FCF LTM is 2.8 Bil
    3 Stock buyback support
    Stock Buyback 3Y Total is 1.3 Bil
    4 Low stock price volatility
    Vol 12M is 24%
    5 Megatrend and thematic drivers
    Megatrends include Global Risk & Resilience. Themes include Climate Risk Adaptation, Cyber Risk Insurance, and Specialty & Complex Risk Underwriting.
    6 Trading close to highs
    Dist 52W High is 0.0%, Dist 3Y High is -0.3%
    7 Weak multi-year price returns
    2Y Excs Rtn is -28%, 3Y Excs Rtn is -50%
    8 Weak revenue growth
    Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -1.8%, Rev Chg QQuarterly Revenue Change % is -6.8%
    9 Key risks
    EG key risks include [1] substantial reserve strengthening required for poorly underwritten legacy insurance policies, Show more.

    EG in ETFs

    Weight = EG's share of each fund

    SPY0.02%
    VOO0.02%
    VTI0.02%
    VYM0.06%
    VB0.17%
    VBR0.30%
    SCHM0.28%
    XLF0.19%
    +11 more covered ETFs

    Valuation & Metrics

    FYE: 12/31EG [1]S&P 500 [2]
    REVENUE GROWTH
    LTM Revenue [3]$16.9 Bil—
    FY 2026 Sales$16.0 Bil—
    FY 2027 Sales$15.3 Bil—
    FY 2026 Sales Growth-5.7%—
    FY 2027 Sales Growth-4.1%13.3%
    EARNINGS
    LTM Net Income (GAAP) [3]$2.0 Bil—
    FY 2026 Net Income (Non-GAAP)$2.0 Bil—
    FY 2027 Net Income (Non-GAAP)$2.5 Bil—
    FY 2027 Net Income Growth23.3%19.9%
    FY 2026 EPS (Non-GAAP)$52.44—
    FY 2027 EPS (Non-GAAP)$60.15—
    FY 2027 EPS Growth14.7%—
    VALUATION
    FY 2026 P/S1.01.6
    FY 2027 P/S1.0—
    FY 2026 P/E7.67.6
    FY 2027 P/E6.2—

    [1] EG forward figures are analyst consensus for the next two fiscal years (fiscal year end 12/31). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
    [2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 7/31/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
    [3] LTM = reported trailing-twelve-month actuals (GAAP).
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    AI Analysis | Feedback

    MetricValueDateSource
    Reinsurance - Total Loss ratio58%9302025Link
    Reinsurance - Commission and brokerage ratio26.4%9302025Link
    Reinsurance - Other underwriting expenses ratio2.6%9302025Link
    Reinsurance - Combined ratio87%9302025Link
    Insurance - Total Loss ratio106.1%9302025Link
    Insurance - Combined ratio138.1%9302025Link
    Insurance - Other underwriting expenses ratio19%9302025Link
    Commission and brokerage ratio - Consolidated23.1%9302025Link
    Reinsurance Segment - Gross written premiums growth (constant dollar basis and excluding reinstatement premiums)1.6%6302025Link
    Insurance Segment - Gross written premiums growth (constant dollar basis and excluding reinstatement premiums)2.7%9302025Link
    Group - Attritional combined ratio89.6%9302025Link
    Book value per share366.229302025Link

    Price Chart

    No Events

    Why The Stock Moved

    Qualitative Assessment

    AI Analysis | Feedback

    Updated on 7/13/2026

    Everest (EG) stock has gained about 20% since 3/31/2026 because of the following key factors:

    1. Strong Fiscal Q1 2026 Earnings Beat.

    Everest Group reported robust results for fiscal Q1 2026 on April 29, 2026, with earnings per share (EPS) of $16.08. This figure significantly surpassed analysts' consensus estimates of $13.97 by $2.11, representing a positive surprise of 14.61%. The Q1 2026 EPS also marked a substantial increase of 230.82% compared to the $4.90 EPS reported in fiscal Q1 2025.

    2. Strategic Business Transformation and Refocus on High-Margin Segments.

    The company continued its strategic restructuring initiatives, initiated in October 2025, by exiting certain lower-margin segments, notably its commercial retail insurance business, and refocusing on high-margin specialty lines and core reinsurance operations. A significant step in this transformation was the announcement in May 2026 of the agreement to sell its Colombia insurance operations to AIG. This strategic shift is aimed at improving underwriting results and is perceived by analysts as a move to unlock capital for enhanced shareholder returns.

    Show more
    Updated on 7/13/2026

    Everest (EG) stock has gained about 20% since 3/31/2026 because of the following key factors:

    1. Strong Fiscal Q1 2026 Earnings Beat.

    Everest Group reported robust results for fiscal Q1 2026 on April 29, 2026, with earnings per share (EPS) of $16.08. This figure significantly surpassed analysts' consensus estimates of $13.97 by $2.11, representing a positive surprise of 14.61%. The Q1 2026 EPS also marked a substantial increase of 230.82% compared to the $4.90 EPS reported in fiscal Q1 2025.

    2. Strategic Business Transformation and Refocus on High-Margin Segments.

    The company continued its strategic restructuring initiatives, initiated in October 2025, by exiting certain lower-margin segments, notably its commercial retail insurance business, and refocusing on high-margin specialty lines and core reinsurance operations. A significant step in this transformation was the announcement in May 2026 of the agreement to sell its Colombia insurance operations to AIG. This strategic shift is aimed at improving underwriting results and is perceived by analysts as a move to unlock capital for enhanced shareholder returns.

    3. Positive Analyst Sentiment and Upgraded Price Targets.

    Following the company's performance and strategic adjustments, several Wall Street analysts upgraded their price targets for Everest Group in July 2026. Notable adjustments include Cantor Fitzgerald raising its target to $390 from $344, Mizuho to $418 from $388, Keefe, Bruyette & Woods to $414 from $411, Barclays to $420 from $380, and Evercore ISI to $375 from $365. The consensus analyst rating is "Moderate Buy" or "Hold," with an average price target ranging from approximately $380 to $403, signaling potential further upside for the stock. Analysts specifically noted that the first reported results under the new business structure were "cleaner than expected," which positively impacted the stock.

    4. Attractive Valuation and Strong Earnings Power.

    Everest Group exhibited strong underlying financial health, with its net profit for the twelve months ending March 31, 2026, reaching $2.03 billion, a 139.29% year-over-year increase. The company is generating substantial annualized earnings per share, estimated between $60 and $65, while trading at a P/E ratio of approximately 7.59 to 7.69. This valuation is considered attractive by some analysts, and the company's Return on Equity (ROE) of approximately 14% is above sector averages, contributing to investor confidence.

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    Stock Movement Drivers

    Fundamental Drivers

    The 19.8% change in EG stock from 3/31/2026 to 7/27/2026 was primarily driven by a 30.0% change in the company's Net Income Margin (%).
    (LTM values as of)33120267272026Change
    Stock Price ($)324.91389.3419.8%
    Change Contribution By: 
    Total Revenues ($ Mil)17,21716,929-1.7%
    Net Income Margin (%)9.2%12.0%30.0%
    P/E Multiple8.47.6-9.0%
    Shares Outstanding (Mil)41403.0%
    Cumulative Contribution19.8%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    3/31/2026 to 7/27/2026
    ReturnCorrelation
    EG19.8% 
    Market (SPY)13.6%-20.1%
    Sector (XLF)15.2%34.1%

    Fundamental Drivers

    The 16.1% change in EG stock from 12/31/2025 to 7/27/2026 was primarily driven by a 281.1% change in the company's Net Income Margin (%).
    (LTM values as of)123120257272026Change
    Stock Price ($)335.24389.3416.1%
    Change Contribution By: 
    Total Revenues ($ Mil)17,50916,929-3.3%
    Net Income Margin (%)3.2%12.0%281.1%
    P/E Multiple25.17.6-69.7%
    Shares Outstanding (Mil)41404.0%
    Cumulative Contribution16.1%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    12/31/2025 to 7/27/2026
    ReturnCorrelation
    EG16.1% 
    Market (SPY)8.7%-4.8%
    Sector (XLF)4.4%36.6%

    Fundamental Drivers

    The 17.4% change in EG stock from 6/30/2025 to 7/27/2026 was primarily driven by a 143.7% change in the company's Net Income Margin (%).
    (LTM values as of)63020257272026Change
    Stock Price ($)331.66389.3417.4%
    Change Contribution By: 
    Total Revenues ($ Mil)17,23916,929-1.8%
    Net Income Margin (%)4.9%12.0%143.7%
    P/E Multiple16.57.6-53.8%
    Shares Outstanding (Mil)42406.3%
    Cumulative Contribution17.4%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    6/30/2025 to 7/27/2026
    ReturnCorrelation
    EG17.4% 
    Market (SPY)20.6%1.5%
    Sector (XLF)9.9%36.0%

    Fundamental Drivers

    The 21.5% change in EG stock from 6/30/2023 to 7/27/2026 was primarily driven by a 125.5% change in the company's Net Income Margin (%).
    (LTM values as of)63020237272026Change
    Stock Price ($)320.44389.3421.5%
    Change Contribution By: 
    Total Revenues ($ Mil)12,47916,92935.7%
    Net Income Margin (%)5.3%12.0%125.5%
    P/E Multiple18.67.6-59.1%
    Shares Outstanding (Mil)3940-2.8%
    Cumulative Contribution21.5%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    6/30/2023 to 7/27/2026
    ReturnCorrelation
    EG21.5% 
    Market (SPY)72.6%25.1%
    Sector (XLF)76.3%44.9%

    Return vs. Risk

    Price Returns Compared

     202120222023202420252026Total [1]
    Returns
    EG Return20%24%9%5%-4%15%86%
    Peers Return9%13%25%23%7%14%130%
    S&P 500 Return27%-19%24%23%16%8%97%

    Monthly Win Rates [3]
    EG Win Rate58%58%75%50%50%57% 
    Peers Win Rate57%50%63%55%55%60% 
    S&P 500 Win Rate75%42%67%75%67%43% 

    Max Drawdowns [4]
    EG Max Drawdown-14%-19%-15%-15%-17%-11% 
    Peers Max Drawdown-22%-22%-16%-14%-18%-15% 
    S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

    [1] Cumulative total returns since the beginning of 2021
    [2] Peers: RGA, RNR, MTG, GLRE, EG.
    [3] Win Rate = % of calendar months in which monthly returns were positive
    [4] Max drawdown represents maximum peak-to-trough decline within a year
    [5] 2026 data is for the year up to 7/27/2026 (YTD)

    How Low Can It Go

    EventEGS&P 500
    2023 SVB Regional Banking Crisis
      % Loss-12.1%-6.7%
      % Gain to Breakeven13.8%7.1%
      Time to Breakeven45 days31 days
    2020 COVID-19 Crash
      % Loss-40.8%-33.7%
      % Gain to Breakeven69.0%50.9%
      Time to Breakeven538 days140 days
    2010 Eurozone Sovereign Debt Crisis / Flash Crash
      % Loss-15.7%-15.4%
      % Gain to Breakeven18.6%18.2%
      Time to Breakeven59 days125 days
    2008-2009 Global Financial Crisis
      % Loss-40.6%-53.4%
      % Gain to Breakeven68.3%114.4%
      Time to Breakeven1104 days1085 days
    Summer 2007 Credit Crunch
      % Loss-15.8%-8.6%
      % Gain to Breakeven18.7%9.5%
      Time to Breakeven47 days47 days

    Compare to RGA, RNR, MTG, GLRE, EG

    In The Past

    Everest's stock fell -2.4% during the 2025 US Tariff Shock. Such a loss loss requires a 2.4% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    EventEGS&P 500
    2020 COVID-19 Crash
      % Loss-40.8%-33.7%
      % Gain to Breakeven69.0%50.9%
      Time to Breakeven538 days140 days
    2008-2009 Global Financial Crisis
      % Loss-40.6%-53.4%
      % Gain to Breakeven68.3%114.4%
      Time to Breakeven1104 days1085 days

    Compare to RGA, RNR, MTG, GLRE, EG

    In The Past

    Everest's stock fell -2.4% during the 2025 US Tariff Shock. Such a loss loss requires a 2.4% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    About Everest (EG)

    Everest Re Group, Ltd. (EG) is a global provider of reinsurance and insurance products, operating through two main segments: Reinsurance Operations and Insurance Operations. Essentially, the company helps other insurance companies manage their risks by offering reinsurance, and also directly provides insurance coverage to various clients.

    Through its Reinsurance Operations, Everest offers property and casualty reinsurance, including specialty lines, to other insurers. Its Insurance Operations segment provides property and casualty insurance directly to clients, covering a broad range of risks. This includes a diverse portfolio of coverages such as marine, aviation, surety, directors' and officers' liability, medical malpractice, mortgage reinsurance, accident and health, and workers' compensation, along with general commercial property and casualty insurance products.

    Everest serves a wide international market. For its reinsurance services, primary customers are other insurance companies (ceding companies) located across the United States, Bermuda, Europe (Ireland, Switzerland, United Kingdom), Canada, and Singapore. Its insurance products are distributed to clients in Bermuda, Canada, various European countries (United Kingdom, Ireland, Netherlands), and South America (Chile), reaching these markets through a network of brokers and agents.

    AI Analysis | Feedback

    Here are 1-3 brief analogies to describe Everest (EG):

    • Like the Berkshire Hathaway of pure insurance and reinsurance.
    • Imagine a global Chubb or Travelers, but also acting as a major insurer for other insurance companies.

    AI Analysis | Feedback

    • Reinsurance Services: Provides financial protection to other insurance companies by assuming a portion of their risks.
      • Property and Casualty Reinsurance: Covers other insurers against losses from property damage and various liability claims.
      • Specialty Reinsurance: Covers other insurers for specialized risks including marine, aviation, surety, professional liabilities (E&O, D&O, medical malpractice), mortgage, accident & health, and workers' compensation.
      • Treaty Reinsurance: An agreement where the reinsurer automatically covers a defined class or portfolio of risks for an insurer.
      • Facultative Reinsurance: Reinsurance provided for individual, specific risks on a case-by-case basis.
    • Insurance Products: Direct coverage provided to individuals, businesses, and other entities.
      • Property and Casualty Insurance: Direct insurance coverage for losses related to property damage and liability for accidents.
      • Specialty Insurance: Direct insurance coverage for specialized risks such as marine, aviation, surety, professional liabilities (E&O, D&O, medical malpractice), accident & health, and workers' compensation.
      • Admitted Insurance Products: Insurance products offered by carriers licensed in the state where the policy is sold, adhering to state regulations.
      • Non-Admitted Insurance Products: Insurance products offered by non-licensed carriers, typically for unique or higher-risk situations not covered by standard admitted insurers.

    AI Analysis | Feedback

    Everest (EG) primarily sells its products and services to other companies, rather than individuals.

    Based on the provided description, its major customers are:

    • Other Insurance Companies: For its Reinsurance Operations segment, Everest provides property and casualty reinsurance and specialty lines to "ceding companies." These are other insurance companies that transfer a portion of their risks to Everest.
    • Commercial Businesses: For its Insurance Operations segment, Everest writes commercial property and casualty insurance products. These policies are sold to various businesses and organizations through channels such as brokers, surplus lines brokers, and general agents.

    The provided background information does not list the specific names or symbols of these customer companies.

    AI Analysis | Feedback

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    Jim Williamson, President and Chief Executive Officer

    Jim Williamson is the President and Chief Executive Officer of Everest Group, Ltd. With 30 years of experience in insurance and financial services, he has led property & casualty commercial and consumer lines across U.S. and international markets. He also held functional leadership roles in actuarial, technology, and claims organizations. Prior to his current role, Mr. Williamson served as Everest's Executive Vice President and Group Chief Operating Officer, where he led the company's Reinsurance and Insurance Divisions. He joined Everest from Chubb, where he was Division President, North America Small Business. Earlier in his career, he began at The Hartford as a casualty underwriter. Mr. Williamson holds a Bachelor of Science degree from Bryant College and a Master of Business Administration degree from The Wharton School at the University of Pennsylvania.

    Mark Kociancic, Executive Vice President and Group Chief Financial Officer

    Mark Kociancic is the Executive Vice President and Group Chief Financial Officer at Everest. He joined the company on October 12, 2020. Before Everest, he served as Group Chief Financial Officer at SCOR from 2013, having held various senior executive roles with SCOR's U.S. operations since 2006. His prior experience also includes roles as Director of Finance and Head of Region Americas at Tokio Marine Management and as VP & CFO at Avalon Risk Associates, Inc. He started his career at Ernst & Young in Toronto, Canada, and later worked at London Guarantee Insurance Company. Mr. Kociancic holds a Bachelor of Commerce degree from the University of Toronto and is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA). It has been announced that Elias Habayeb will succeed Mr. Kociancic as EVP and Group CFO, effective on or about May 1, 2026.

    Jill Beggs, Executive Vice President and Chief Executive Officer of Reinsurance

    Jill Beggs is the Executive Vice President and Chief Executive Officer of Reinsurance at Everest, a role she was promoted to on July 24, 2025. She previously served as Chief Operating Officer of the reinsurance arm, a position she assumed early in 2024. Ms. Beggs rejoined Everest in late 2021 as Senior Vice President and Head of North America Reinsurance. She brings more than three decades of risk management experience, including 20 years at Munich Re in various roles. She also worked at Everest for over nine years from 1993 to 2002.

    Anthony Vidovich, Executive Vice President, General Counsel

    Anthony Vidovich serves as the Executive Vice President and General Counsel for Everest.

    Christopher Kujawa, Executive Vice President, Chief Human Resources Officer

    Christopher Kujawa is the Executive Vice President and Chief Human Resources Officer at Everest, a position he was appointed to on January 14, 2026.

    AI Analysis | Feedback

    The key risks to Everest's (EG) business are:

    1. Adverse Development of Prior-Year Loss Reserves: Everest has faced significant challenges with the adverse development of prior-year loss reserves, particularly within its retail commercial insurance business and U.S. casualty lines. This has led to substantial reserve charges and necessitated strategic actions like the sale of renewal rights for its retail commercial insurance book and securing adverse development cover to protect against future reserve deterioration. This ongoing issue has contributed to rating agencies revising their outlooks on Everest to negative.
    2. Operational Risks and Execution Challenges from Strategic Shift: Everest is undergoing a material strategic transformation, including exiting its retail commercial insurance business to sharpen its focus on global reinsurance and wholesale/specialty insurance segments. While this repositioning is intended to enhance future performance, it introduces heightened operational risks. Challenges in the successful execution of this restructuring and the effective redeployment of capital into targeted segments could negatively impact the company's financial performance and ratings.
    3. Exposure to Catastrophic Events: As a global reinsurance and insurance provider, Everest is inherently exposed to substantial financial losses arising from natural and man-made catastrophic events, such as hurricanes, earthquakes, and pandemics. Despite utilizing sophisticated models to predict potential losses, actual losses can materially exceed projections, leading to significant hits to earnings and capital.

    AI Analysis | Feedback

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    Addressable Market Sizes for Everest (EG) Main Products and Services

    • Global Property and Casualty Insurance Market: The global property and casualty insurance market was valued at approximately USD 4.30 trillion in 2025 and is projected to reach USD 9.49 trillion by 2035, exhibiting a CAGR of 8.24% from 2026 to 2035. Other sources indicate the market size was USD 1,920.56 billion in 2025, projected to grow to USD 2,877.32 billion by 2034 with a CAGR of 4.80%, and USD 1.8 trillion in 2023, expected to reach USD 2.62 trillion by 2030 with a CAGR of 5.5%.
    • North America Property and Casualty Insurance Market: The North American property and casualty insurance market was valued at USD 853.13 billion in 2025, and is estimated to reach USD 885.55 billion in 2026. Another report states the U.S. property and casualty insurance market size is estimated at USD 1.10 trillion in 2025 and is projected to reach USD 1.33 trillion by 2030, growing at a 3.96% CAGR. The North America property and casualty insurance market size was calculated at USD 1.27 trillion in 2025 and is expected to attain around USD 2.86 trillion by 2035.
    • Europe Property and Casualty Insurance Market: In 2025, Europe held an 18.30% share of the global market, reaching a valuation of USD 352.05 billion, and is projected to grow to USD 358.04 billion in 2026. The European Property & Casualty Insurance Market size was estimated at USD 2.85 trillion in 2026 and is projected to reach USD 4.41 trillion by 2033. The European P&C insurance market is worth nearly €1,000 billion in non-life insurance premiums collected.
    • Global Specialty Insurance Market: The global specialty insurance market size was valued at USD 112.77 billion in 2025 and is projected to grow from USD 126.15 billion in 2026 to USD 337.89 billion by 2034, exhibiting a CAGR of 13.10%. Another source indicates a market size of USD 118.35 billion in 2024, poised to grow to USD 285.99 billion by 2033 with a CAGR of 10.3%. The market was also reported at USD 100.4 billion in 2024, projected to reach USD 184.4 billion by 2033.
    • Global Marine Insurance Market: The global marine insurance market size was valued at USD 33.36 billion in 2025 and is projected to grow from USD 35.06 billion in 2026 to USD 52.20 billion by 2034, exhibiting a CAGR of 5.10%. Other figures suggest the market was valued at USD 36.1 billion in 2025, reaching USD 47.0 billion by 2034 at a CAGR of 2.90%, and USD 39.92 billion in 2024.
    • Global Aviation Insurance Market: The global aviation insurance market size was valued at USD 5.27 billion in 2025. It is projected to grow from USD 5.55 billion in 2026 to USD 8.88 billion by 2034, exhibiting a CAGR of 6.10%. Other estimates indicate the market was worth around USD 4.61 billion in 2024 and is predicted to grow to USD 8.30 billion by 2034 with a CAGR of 6.05% between 2025 and 2034, or USD 5.32 billion in 2025, predicted to increase to USD 9.66 billion by 2035 with a CAGR of 6.15%.
    • Global Directors and Officers (D&O) Insurance Market: The Directors and Officers (D&O) Insurance Market is anticipated to expand from USD 28.5 billion in 2024 to USD 108 billion by 2034, growing at a CAGR of approximately 14.3%. The D&O Liability Insurance Market size was valued at USD 25.21 billion in 2023, and is predicted to reach USD 48.81 billion by 2030, with a CAGR of 9.9%. The global Private Company D&O Insurance market size stood at USD 7.92 billion in 2024 and is expected to reach USD 17.43 billion by 2033.
    • Global Errors and Omissions (E&O) Insurance Market: The global errors and omissions (E&O) insurance market size was valued at approximately USD 15 billion in 2023, and it is projected to reach USD 25 billion by 2032, growing at a CAGR of 5.5%. The Global Insurtech E&O Insurance Market size is expected to be worth around USD 14.09 billion by 2035, from USD 3.67 billion in 2025, growing at a CAGR of 14.4%.
    • Global Workers' Compensation Insurance Market: The global workers' compensation insurance market size was recorded at USD 75.735 billion in 2021 and is projected to reach USD 93.4 billion by the end of 2025, and USD 142.051 billion by 2033, growing at a CAGR of 5.381% during 2025 to 2033. Another source indicates the market is projected to reach USD 51.2 billion by 2025 with a CAGR of 1.8%.
    • Global Accident and Health Insurance Market: The global Accident and Health Insurance Market is set to rise from USD 1.66 billion in 2026, on track to hit USD 2.75 billion by 2035, growing at a CAGR of 5.8%. The Personal Accident and Health Insurance Market size is forecast to increase by USD 720.5 billion at a CAGR of 8.81% between 2023 and 2028. Another report states the Personal Accident and Health Insurance Market size of USD 1.5 trillion in 2024 and estimated to reach USD 2.2 trillion by 2032, with a CAGR of 5.5%.
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    AI Analysis | Feedback

    Everest (symbol: EG) is expected to drive future revenue growth over the next 2-3 years through several key strategies and market conditions:

    1. Geographic Expansion and New Market Entry: Everest is actively expanding its global presence by entering new international markets, including recent approvals to operate in Italy, Australia, Colombia, and Mexico. This strategic expansion aims to tap into diverse customer needs and new revenue potentials globally.
    2. Strategic Portfolio Optimization: The company is focusing on growing its primary insurance market alongside its reinsurance leadership, with a strategic emphasis on lines of business that offer improved expected margins, such as Property/Short Tail and Other Specialty. This includes leveraging data and insights from reinsurance operations to penetrate new direct insurance markets.
    3. Favorable Pricing Momentum and Underwriting Discipline: Everest is capitalizing on a robust pricing environment and a "flight to quality" in the market. The company continues to achieve rate increases that are meaningfully in excess of loss trends, particularly in property and specialty lines, contributing to growth in gross written premiums.
    4. Investment in Global Platform and Tailored Risk Solutions: Strategic investments in its global platform and the development of tailored risk solutions are expected to enhance Everest's capabilities, attract a broader client base, and support diversified growth.
    5. Growth in Net Investment Income: Everest anticipates continued strong net investment income, driven by its larger asset base and solid returns from core fixed-income investments, along with positive contributions from alternative investments. This component significantly contributes to the company's overall revenue.

    AI Analysis | Feedback

    Share Repurchases

    • In the fourth quarter of 2025, Everest repurchased approximately $400 million of its stock.
    • For the full year 2025, the company repurchased approximately $800 million in shares.
    • In November 2024, Everest's Board of Directors authorized an increase of 10 million shares to its share repurchase program.

    Capital Expenditures

    • Information regarding specific dollar values for capital expenditures was not readily available in the provided sources, with several financial reports indicating "N/A" for this category.

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    Financials

    EGRGARNRMTGGLREMedian
    NameEverest Reinsura.Renaissa.MGIC Inv.Greenlig. 
    Mkt Price389.34239.00328.8730.0017.19239.00
    Mkt Cap15.515.513.66.50.613.6
    Rev LTM16,92924,86911,0631,20465611,063
    Op Inc LTM------
    FCF LTM2,7895,5353,6067052372,789
    FCF 3Y Avg4,0546,2633,5617171233,561
    CFO LTM2,7895,5353,6067062372,789
    CFO 3Y Avg4,0546,2683,5617181233,561

    Growth & Margins

    EGRGARNRMTGGLREMedian
    NameEverest Reinsura.Renaissa.MGIC Inv.Greenlig. 
    Rev Chg LTM-1.8%18.6%-14.1%-1.2%0.3%-1.2%
    Rev Chg 3Y Avg11.1%15.4%17.1%1.2%9.6%11.1%
    Rev Chg Q-6.8%22.4%-13.7%-3.0%-14.2%-6.8%
    QoQ Delta Rev Chg LTM-1.7%5.0%-3.8%-0.8%-3.7%-1.7%
    Op Inc Chg LTM------
    Op Inc Chg 3Y Avg------
    Op Mgn LTM------
    Op Mgn 3Y Avg------
    QoQ Delta Op Mgn LTM------
    CFO/Rev LTM16.5%22.3%32.6%58.6%36.1%32.6%
    CFO/Rev 3Y Avg24.8%28.8%31.1%60.0%18.7%28.8%
    FCF/Rev LTM16.5%22.3%32.6%58.5%36.1%32.6%
    FCF/Rev 3Y Avg24.8%28.8%31.1%59.9%18.7%28.8%

    Valuation

    EGRGARNRMTGGLREMedian
    NameEverest Reinsura.Renaissa.MGIC Inv.Greenlig. 
    Mkt Cap15.515.513.66.50.613.6
    P/S0.90.61.25.40.90.9
    P/Op Inc------
    P/EBIT6.17.83.06.96.76.7
    P/E7.612.75.29.07.17.6
    P/CFO5.62.83.89.22.43.8
    Total Yield15.3%9.4%19.9%13.1%14.0%14.0%
    Dividend Yield2.1%1.6%0.5%2.1%0.0%1.6%
    FCF Yield 3Y Avg27.0%46.4%29.7%11.5%23.6%27.0%
    D/E0.20.40.20.10.00.2
    Net D/E-1.0-0.8-0.8-0.8-0.1-0.8

    Returns

    EGRGARNRMTGGLREMedian
    NameEverest Reinsura.Renaissa.MGIC Inv.Greenlig. 
    1M Rtn9.5%11.0%2.9%7.8%2.7%7.8%
    3M Rtn14.0%14.5%5.9%3.9%-8.9%5.9%
    6M Rtn20.5%21.4%19.6%14.5%27.6%20.5%
    12M Rtn18.4%23.9%33.8%19.7%29.5%23.9%
    3Y Rtn15.7%78.6%76.8%90.3%70.5%76.8%
    1M Excs Rtn12.7%13.9%6.3%8.9%6.1%8.9%
    3M Excs Rtn10.6%11.3%3.0%1.9%-13.0%3.0%
    6M Excs Rtn14.6%16.4%13.4%8.3%21.5%14.6%
    12M Excs Rtn3.7%9.1%21.9%3.5%13.5%9.1%
    3Y Excs Rtn-49.7%10.8%3.2%30.0%5.9%5.9%

    Comparison Analyses

    null

    Financials

    $ Mil | FY: 12/312026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q2
    Period End3/31/202612/31/20259/30/20256/30/20253/31/202512/31/20249/30/20246/30/20243/31/202412/31/20239/30/20236/30/2023
    Filing Date5/5/20262/26/202610/31/20258/1/20255/2/20252/27/202511/5/20248/2/20245/3/20242/28/202411/1/20238/3/2023
    Key Financials Quarterly            
    Total Revenue3,9504,3214,2544,4044,2384,6134,2594,1294,0803,6353,9323,599
    Net Income653446255680210-593509724733804678670
    EPS16.2110.776.0916.104.90-13.9611.8016.7016.8718.5315.6316.26
    Key Financials TTM            
    Total Revenue TTM16,92917,21717,50917,51417,23917,08116,10315,77615,24614,46714,10613,289
    Net Income TTM2,0341,5915528068501,3732,7702,9392,8852,5172,2091,212
    Growth Rates Quarterly            
    Total Revenue Growth-6.8%-6.3%-0.1%6.7%3.9%26.9%8.3%14.7%23.6%11.0%26.2%29.0%
    Net Income Growth211.0%175.2%-49.9%-6.1%-71.4%-173.8%-24.9%8.1%100.8%62.1%312.5%444.7%
    Margins Quarterly            
    Net Income Margin16.5%10.3%6.0%15.4%5.0%-12.9%12.0%17.5%18.0%22.1%17.2%18.6%
    Cash & Debt            
    Total Cash18,64019,51320,22319,11419,00220,43819,31117,41216,93816,58115,60914,666
    Total Debt3,5893,5893,5883,5883,5873,5873,3873,3863,3863,3863,0853,085
    Net Debt / (Cash)-15,051-15,924-16,635-15,526-15,415-16,851-15,924-14,026-13,552-13,195-12,524-11,581
    Cash Flows Quarterly            
    FCF from Operations649-3981,4591,0799287801,7381,3371,1021,0171,3781,094
    Cash Flows TTM            
    FCF from Operations TTM2,7893,0684,2464,5254,7834,9575,1944,8344,5914,5534,5514,291
    Returns to Shareholders Quarterly            
    Dividends808284848585868776767671
    Share Repurchases330397-0200200-01006535-0-0-0
    Return on Invested Capital (ROIC) Quarterly            
    ROIC------------
    Return on Invested Capital (ROIC) TTM            
    ROIC TTM------------

    Segment Financials

    Revenue by Segment
    $ Mil20072004200320022001
    U.S. Reinsurance1,2831,4741,424726498
    Bermuda Operations9138991714216
    International804656850473287
    U.S. Insurance736938824573294
    Specialty Underwriting262    
    Speciality Reinsurance 459469460372
    Total3,9974,4253,7382,2741,467


    Operating Income by Segment
    $ Mil20042003200220012000
    U.S. Insurance10433-80-6
    International649954-9-44
    Speciality Reinsurance213410-67 
    Bermuda Operations-3928-18-3-1
    U.S. Reinsurance-92-8-11-11658
    Speciality Underwriting    -40
    Total5818526-194-32


    Price Behavior

    Price Behavior
    Market Price$389.34 
    Market Cap ($ Bil)15.5 
    First Trading Date12/29/2006 
    Distance from 52W High0.0% 
       50 Days200 Days
    DMA Price$352.38$333.83
    DMA Trendupup
    Distance from DMA10.5%16.6%
     3M1YR
    Volatility24.1%23.9%
    Downside Capture-108.96-21.91
    Upside Capture-28.992.42
    Correlation (SPY)-33.0%1.1%
    EG Betas & Captures as of 6/30/2026

     1M2M3M6M1Y3Y
    Beta-0.67-0.61-0.160.000.080.42
    Up Beta0.520.940.870.750.480.58
    Down Beta-1.34-1.55-1.61-0.46-0.080.50
    Up Capture-15%-51%2%-2%4%7%
    Bmk +ve Days11244067140429
    Stock +ve Days11193263133395
    Down Capture-135%-91%-77%-23%-8%52%
    Bmk -ve Days10172358112321
    Stock -ve Days10223162119356

    [1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
    Based On 1-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with EG
    EG20.3%23.9%0.71-
    Sector ETF (XLF)8.5%14.7%0.3435.3%
    Equity (SPY)17.6%12.7%1.000.9%
    Gold (GLD)20.8%28.1%0.66-3.3%
    Commodities (DBC)29.6%19.5%1.21-5.9%
    Real Estate (VNQ)13.9%14.1%0.6937.3%
    Bitcoin (BTCUSD)-46.0%43.0%-1.317.7%

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    Based On 5-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with EG
    EG12.9%25.7%0.46-
    Sector ETF (XLF)12.0%18.4%0.5151.8%
    Equity (SPY)13.2%17.1%0.5934.3%
    Gold (GLD)17.2%18.4%0.75-1.0%
    Commodities (DBC)9.7%19.5%0.384.3%
    Real Estate (VNQ)3.3%18.9%0.0731.3%
    Bitcoin (BTCUSD)15.8%53.5%0.4712.5%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 10-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with EG
    EG11.0%27.2%0.42-
    Sector ETF (XLF)13.6%22.0%0.5660.2%
    Equity (SPY)14.9%17.9%0.7148.1%
    Gold (GLD)11.4%16.1%0.580.2%
    Commodities (DBC)6.9%18.0%0.3013.0%
    Real Estate (VNQ)5.2%20.7%0.2146.5%
    Bitcoin (BTCUSD)58.0%66.2%0.9811.4%

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    Short Interest

    Short Interest: As Of Date7152026
    Short Interest: Shares Quantity1.6 Mil
    Short Interest: % Change Since 63020262.2%
    Average Daily Volume0.3 Mil
    Days-to-Cover Short Interest4.7 days
    Basic Shares Quantity39.8 Mil
    Short % of Basic Shares4.0%

    Returns Analyses

    Earnings Returns History

    Updated 6/2/2026
    Expand for More
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    4/29/20263.7%2.3%-5.8%
    2/4/2026-2.3%-0.3%0.2%
    10/27/2025-11.4%-8.9%-8.7%
    7/30/20251.0%-1.2%2.2%
    4/30/2025-6.0%-4.7%-2.7%
    2/3/2025-1.0%-3.4%3.9%
    10/30/2024-6.4%-3.5%2.5%
    7/31/2024-6.2%-8.2%-0.6%
    ...
    SUMMARY STATS   
    # Positive101411
    # Negative141013
    Median Positive1.9%3.3%4.2%
    Median Negative-2.9%-3.5%-1.8%
    Max Positive7.2%14.3%19.4%
    Max Negative-11.4%-8.9%-10.2%
     Collapse to Preview
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    4/29/20263.7%2.3%-5.8%
    2/4/2026-2.3%-0.3%0.2%
    10/27/2025-11.4%-8.9%-8.7%
    7/30/20251.0%-1.2%2.2%
    4/30/2025-6.0%-4.7%-2.7%
    2/3/2025-1.0%-3.4%3.9%
    10/30/2024-6.4%-3.5%2.5%
    7/31/2024-6.2%-8.2%-0.6%
    4/29/2024-0.7%2.7%4.2%
    2/7/2024-7.7%-3.4%-4.2%
    10/25/2023-3.4%1.4%4.4%
    7/26/2023-1.9%-1.4%-1.8%
    5/1/20230.4%0.8%-10.2%
    2/8/20236.0%7.7%-0.1%
    10/26/20227.2%14.3%19.4%
    7/27/2022-4.7%-6.6%2.7%
    4/27/2022-0.8%0.5%-1.4%
    2/9/20220.8%4.8%-6.1%
    10/28/2021-2.2%0.5%-1.1%
    7/28/20211.7%6.1%10.1%
    4/28/20212.4%2.6%-1.7%
    2/9/20210.7%4.2%7.0%
    10/29/2020-2.5%4.8%12.5%
    8/5/20202.1%3.9%-0.7%
    SUMMARY STATS   
    # Positive101411
    # Negative141013
    Median Positive1.9%3.3%4.2%
    Median Negative-2.9%-3.5%-1.8%
    Max Positive7.2%14.3%19.4%
    Max Negative-11.4%-8.9%-10.2%

    SEC Filings

    Expand for More
    Report DateFiling DateFiling
    03/31/202605/05/202610-Q
    12/31/202502/26/202610-K
    09/30/202510/31/202510-Q
    06/30/202508/01/202510-Q
    03/31/202505/02/202510-Q
    12/31/202402/27/202510-K
    09/30/202411/05/202410-Q
    06/30/202408/02/202410-Q
    03/31/202405/03/202410-Q
    12/31/202302/28/202410-K
    09/30/202311/01/202310-Q
    06/30/202308/03/202310-Q
    03/31/202305/04/202310-Q
    12/31/202202/24/202310-K
    09/30/202211/03/202210-Q
    06/30/202208/04/202210-Q
     Collapse to Preview
    Report DateFiling DateFiling
    03/31/202605/05/202610-Q
    12/31/202502/26/202610-K
    09/30/202510/31/202510-Q
    06/30/202508/01/202510-Q
    03/31/202505/02/202510-Q
    12/31/202402/27/202510-K
    09/30/202411/05/202410-Q
    06/30/202408/02/202410-Q
    03/31/202405/03/202410-Q
    12/31/202302/28/202410-K
    09/30/202311/01/202310-Q
    06/30/202308/03/202310-Q
    03/31/202305/04/202310-Q
    12/31/202202/24/202310-K
    09/30/202211/03/202210-Q
    06/30/202208/04/202210-Q
    03/31/202205/05/202210-Q
    12/31/202102/28/202210-K
    09/30/202111/04/202110-Q
    06/30/202108/05/202110-Q
    03/31/202105/10/202110-Q
    12/31/202003/01/202110-K
    09/30/202011/09/202010-Q
    06/30/202008/10/202010-Q
    03/31/202005/11/202010-Q
    12/31/201903/02/202010-K
    09/30/201911/12/201910-Q
    06/30/201908/09/201910-Q

    Insider Activity

    Updated 5/14/2026
    Expand for More
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Keen, JasonEVP & CEO of GW & S DivisionDirectSell5112026351.84775272,6762,874,533Form
    2Levine, Allan DirectBuy10302025306.083,100948,8481,271,150Form
    3Galtney, William F JR Various Family Related InvestmentsBuy10302025307.3811,3853,499,52113,983,024Form
    4Williamson, James AllanPresident and CEODirectBuy6132025337.971,000337,9708,658,115Form
     Collapse to Preview
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Keen, JasonEVP & CEO of GW & S DivisionDirectSell5112026351.84775272,6762,874,533Form
    2Levine, Allan DirectBuy10302025306.083,100948,8481,271,150Form
    3Galtney, William F JR Various Family Related InvestmentsBuy10302025307.3811,3853,499,52113,983,024Form
    4Williamson, James AllanPresident and CEODirectBuy6132025337.971,000337,9708,658,115Form

    Investor Activity (13F)

    Updated Jul 28, 2026
    13F holdings as of Mar 31, 2026 (Q1 2026)

    Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Talaria Asset Management Pty Ltd$73.4 Mil14.8%12Hold13F
    Vulcan Value Partners, LLC$445.1 Mil11.8%33TRIM -9.8%13F
    Nuance Investments, LLC$17.5 Mil2.4%43Hold13F
    Active Manager
    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Vulcan Value Partners, LLC$445.1 Mil11.8%33TRIM -9.8%13F
    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Vulcan Value Partners, LLC$445.1 Mil11.8%33TRIM -9.8%13F
    Talaria Asset Management Pty Ltd$73.4 Mil14.8%12Hold13F
    Nuance Investments, LLC$17.5 Mil2.4%43Hold13F

    Industry Resources

    External Quote Links


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