Essent Group (ESNT) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $2.08
- Estimate
- $1.76
- Surprise
- +18.4%
- Revenue (period 2026-06-30)
- $362.7M
- Score today
- 5.9/10
Revenue source: xbrl.
How the report landed
Essent Group (ESNT) beat the $1.76 estimate with diluted EPS of $2.08 — a large 18.4% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates ESNT Hold at 5.9/10; no pre/post engine snapshot brackets this report.
2 of the last 4 quarters beat the estimate; this quarter's +18.4% surprise compares with a +2.7% four-quarter average. Next scheduled report: 2026-11-06.
What supports the rating
- V7 flight-to-quality bonus: +0.5 (Q=8.0 in RISK_OFF)
- Sector modifier (Financial Services): +1.0
What argues against it
- Concentration risk — Customer: top ten customers (59.3%)
- Analyst target reached - limited upside remaining
- Near 52-week high (1.7% away)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $69.23
- Price target
- $79.59
- Stop
- $66.97
- Upside to target
- +15.0%
At 9.6× trailing and 8.9× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
ESNT at TrendMatrix's latest read
For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.
- Industry
- Insurance - Specialty
- Market cap
- $6.26B
- P/E (fwd)
- 8.9
- P/E (ttm)
- 9.6
- 52-week range
- $55.34–$70.37
- Off 52-week high
- 1.6%
- RSI (14)
- 51
- Volume vs avg
- 0.74×
- Score today
- 5.9/10