AUG 25·SEC EDGARLow
PAULS DOUGLAS J sold $174K of ESNT (indirect holdings)
PAULS DOUGLAS J sold 2,500 indirectly-held shares of Essent Group Ltd. (ESNT) at $69.70 ($0.17M total) on 2026-08-24.
StockNYSE · US · USDFinancial Services · Insurance - Specialty
$ESNT
Essent Group Ltd.
alphai earnings readsecond quarter 2026 · AUG 7Essent Group Ltd. reported second-quarter 2026 net income of $189.7 million, or $2.08 per diluted share, and declared a quarterly cash dividend of $0.35 per common share.Verdict: solidRead →
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Price · $ESNTvia TradingView
AI sentiment · 7d0 articles
No enriched coverage for $ESNT in the last 7 days.
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $4.1M 5 txs
Bhasin Vijay2× · $1.0M
10b5-1 share of filings80%
Top stories · $ESNTMore →
AUG 20·SEC EDGAR
CASALE MARK sold $2.9M of ESNT
CASALE MARK (Chairman, CEO and President) sold 41,853 shares of Essent Group Ltd. (ESNT) at an average of $70.12 ($70.07–$70.18, $2.93M total) across 2 trades over 2026-08-18 to 2026-08-19 under a Rule 10b5-1 trading plan.
AUG 20·finance.yahoo.com
ESNT vs. CINF: Which Stock Is the Better Value Option?
Essent Group (ESNT) and Cincinnati Financial (CINF) are compared for value investors. ESNT has a Zacks Rank of #2 (Buy) and a forward P/E of 9.08, while CINF has a Zacks Rank of #3 (Hold) and a forward P/E of 20.27. ESNT also has a PEG ratio of 1.74 and a P/B ratio of 1.12, compared to CINF's PEG ratio of 3.53 and P/B ratio of 1.55. ESNT holds a Value grade of B, while CINF has a Value grade of C, suggesting ESNT may be the better value option.
ESNT sentiment & insider activity
Recent ESNT coverage spans earnings, insider activity and financial news.
In the last 30 days, ESNT insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($4.1M). The most active reporter was Bhasin Vijay, SVP and Chief Risk Officer, with 2 filings. 80% of those filings were made under pre-arranged Rule 10b5-1 plans.
What's driving ESNT
Insider sale by a director may signal reduced confidence, but the amount is modest relative to the company's market cap.
Large insider sale may signal reduced confidence or portfolio rebalancing, potentially pressuring the stock short term.
Value comparison suggests ESNT may be more attractive to value investors.
A routine 10b5-1 open-market sale by a risk officer, with no stated linkage to company fundamentals.
Strong top-line and expectation beats appear to have been rewarded by the market, consistent with improved mortgage credit fundamentals.
alphai scores every news story that mentions ESNT with an AI model for sentiment and relevance, and aggregates insider trades from Essent Group Ltd.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $ESNT
Score
PAULS DOUGLAS J sold $174K of ESNT (indirect holdings)
PAULS DOUGLAS J sold 2,500 indirectly-held shares of Essent Group Ltd. (ESNT) at $69.70 ($0.17M total) on 2026-08-24.
1 min readCASALE MARK sold $2.9M of ESNT
CASALE MARK (Chairman, CEO and President) sold 41,853 shares of Essent Group Ltd. (ESNT) at an average of $70.12 ($70.07–$70.18, $2.93M total) across 2 trades over 2026-08-18 to 2026-08-19 under a Rule 10b5-1 trading plan.
1 min readESNT vs. CINF: Which Stock Is the Better Value Option?
Essent Group (ESNT) and Cincinnati Financial (CINF) are compared for value investors. ESNT has a Zacks Rank of #2 (Buy) and a forward P/E of 9.08, while CINF has a Zacks Rank of #3 (Hold) and a forward P/E of 20.27. ESNT also has a PEG ratio of 1.74 and a P/B ratio of 1.12, compared to CINF's PEG ratio of 3.53 and P/B ratio of 1.55. ESNT holds a Value grade of B, while CINF has a Value grade of C, suggesting ESNT may be the better value option.
2 min readBhasin Vijay sold $992K of ESNT
Bhasin Vijay (SVP and Chief Risk Officer) sold 14,175 shares of Essent Group Ltd. (ESNT) at $70.00 ($0.99M total) on 2026-08-18 under a Rule 10b5-1 trading plan.
2 min readQ2 Earnings Outperformers: Selective Insurance Group (NASDAQ:SIGI) And The Rest Of The Property & Casualty Insurance Stocks
A review of Q2 earnings for 32 property and casualty insurers found group revenues 2.3% above consensus and next-quarter guidance 0.9% higher, while shares fell 1.1% on average. Selective Insurance Group (SIGI) reported $1.39B revenue (+4.6% YoY), beating revenue estimates; shares fell 6%. Essent (ESNT) rose 6% after a revenue beat; Radian (RDN) fell 5.4% after an EPS miss.
6 min read
5 Insightful Analyst Questions From Essent Group’s Q2 Earnings Call
Essent Group reported Q2 revenue of $362.7 million, above analyst estimates of $330.8 million, and adjusted EPS of $2.08 versus $1.76. Management cited a stable credit environment, high mortgage insurance persistency, and higher investment income. Analysts asked about premium yields, VantageScore credit risk, and AI use, with CEO Mark Casale emphasizing risk models and underwriting efficiency.
6 min readIs Essent Group (ESNT) Cheap As Buybacks And EPS Growth Support Its Latest Results?
Essent Group (ESNT) reported Q2 2026 revenue of $362.69M versus $319.14M a year earlier. Net income was $189.71M versus $195.34M. Basic EPS from continuing operations rose to $2.09 from $1.95. The company reaffirmed a $0.35 quarterly dividend and repurchased 4,383,034 shares for $262M (4.71%) from Apr 1 to Jul 31, 2026.
6 min read
15 Stocks Beating Wall Street’s Earnings Expectations
FactSet says about 75% of S&P 500 companies reported Q2 results, with 85% beating analyst expectations. It estimates S&P 500 earnings up 50.4% year over year and revenue up about 15%, versus 12.2% expected. The article lists multiple stocks with EPS above consensus, including ESNT, FLR, TILE, and UAA.
6 min readEssent Group Ltd. Q2 2026 Earnings Call Summary
Essent Group’s Q2 2026 call said cash generation is supported by a benign credit environment and its “Buy, Manage & Distribute” model. Persistency was 84% and portfolio growth is paused due to high rates and affordability limits. For 2026, P&C reinsurance written premium is guided near $320M with a high-90s combined ratio. YTD through July 31, it repurchased ~6M shares for ~$350M.
5 min readEssent Group profit rises 7% as new P&C segment grows
Essent Group reported 2Q net income of $189.7 million, or $2.08 per diluted share, up from $177 million, or $1.93, a year earlier. Profit rose as its P&C reinsurance expansion increased premiums. P&C net premiums were $249 million for 1H 2026, and net premiums earned rose to $73 million. Essent expects $320 million written P&C premium in 2026 and declared a 35-cent quarterly dividend.
4 min read