$ESNT

Mercury General (MCY) reported Q2 revenues of $1.68B, up 13.8% YoY, beating estimates, but shares fell 5.2%. Radian Group (RDN) reported $580.7M in revenues, up 95.7% YoY, missing EPS estimates, with shares down 8.6%. CNA Financial (CNA) reported $3.83B in revenues, up 1.9% YoY, beating estimates, but shares fell 6.5%. American Financial Group (AFG) reported $1.90B in revenues, up 5.3% YoY, meeting expectations, with shares up 1.3%.

PAULS DOUGLAS J sold 2,500 indirectly-held shares of Essent Group Ltd. (ESNT) at $69.70 ($0.17M total) on 2026-08-24.

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.

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.

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.

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.

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.

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.

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.

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.