Ieq Capital LLC Makes New $10.50 Million Investment in Everest Group, Ltd. $EG

Ieq Capital LLC acquired a new position in shares of Everest Group, Ltd. (NYSE:EG) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 29,403 shares of the company’s stock, valued at approximately $10,503,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Siemens Fonds Invest GmbH increased its stake in Everest Group by 3.3% in the fourth quarter. Siemens Fonds Invest GmbH now owns 1,067 shares of the company’s stock valued at $364,000 after purchasing an additional 34 shares during the last quarter. V Square Quantitative Management LLC lifted its position in Everest Group by 4.0% during the first quarter. V Square Quantitative Management LLC now owns 968 shares of the company’s stock worth $316,000 after buying an additional 37 shares during the period. Brown Brothers Harriman & Co. boosted its stake in Everest Group by 27.6% in the 4th quarter. Brown Brothers Harriman & Co. now owns 171 shares of the company’s stock worth $58,000 after buying an additional 37 shares during the last quarter. GenTrust LLC boosted its stake in Everest Group by 4.8% in the 4th quarter. GenTrust LLC now owns 874 shares of the company’s stock worth $297,000 after buying an additional 40 shares during the last quarter. Finally, Tred Avon Family Wealth LLC grew its holdings in Everest Group by 6.5% in the 1st quarter. Tred Avon Family Wealth LLC now owns 657 shares of the company’s stock valued at $215,000 after buying an additional 40 shares during the period. Hedge funds and other institutional investors own 92.64% of the company’s stock.

Everest Group Stock Up 0.5%

Shares of NYSE EG opened at $370.18 on Friday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.35 and a current ratio of 0.35. Everest Group, Ltd. has a 1 year low of $302.44 and a 1 year high of $401.07. The stock’s 50-day simple moving average is $366.34 and its 200-day simple moving average is $346.80. The firm has a market cap of $14.19 billion, a price-to-earnings ratio of 7.83, a PEG ratio of 0.73 and a beta of 0.29.

Everest Group (NYSE:EG) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $14.85 EPS for the quarter, beating analysts’ consensus estimates of $14.52 by $0.33. The firm had revenue of $3.96 billion during the quarter, compared to the consensus estimate of $3.99 billion. Everest Group had a return on equity of 13.63% and a net margin of 11.41%.Everest Group’s revenue for the quarter was down 11.8% on a year-over-year basis. During the same quarter in the prior year, the business posted $16.10 earnings per share. As a group, equities analysts anticipate that Everest Group, Ltd. will post 52.91 earnings per share for the current fiscal year.

Everest Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 25th. Shareholders of record on Wednesday, September 9th will be given a $2.00 dividend. This represents a $8.00 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Wednesday, September 9th. Everest Group’s dividend payout ratio is presently 16.92%.

Everest Group News Roundup

Here are the key news stories impacting Everest Group this week:

• Positive Sentiment: Upward earnings revisions: Zacks Research raised its FY2026 EPS forecast to $53.10 from $52.49, FY2027 to $59.23 from $58.45, and FY2028 to $66.63 from $65.28. It also increased estimates for Q4 2026, Q1 and Q2 2027, Q3 2027, and Q1 and Q2 2028. The revisions suggest improving expectations for Everest Group’s underwriting and investment results.
• Positive Sentiment: Forecast remains above consensus: Zacks’ $53.10 FY2026 estimate is modestly higher than the current analyst consensus of $52.83, providing a favorable earnings-expectations catalyst.
• Neutral Sentiment: TD Cowen maintained its Hold rating: The unchanged stance indicates the analyst sees limited immediate reason to change the investment case, even as earnings forecasts improve. TD Cowen Sticks to Their Hold Rating for Everest Group
• Negative Sentiment: One near-term forecast was cut: Zacks reduced its Q3 2026 EPS estimate to $8.88 from $9.03, signaling some expected earnings pressure in the upcoming quarter.

Analyst Ratings Changes

Several brokerages have recently weighed in on EG. Evercore set a $377.00 target price on Everest Group in a research report on Thursday, July 30th. Atlantic Securities set a $484.00 target price on Everest Group in a report on Wednesday, July 15th. TD Cowen boosted their price target on Everest Group from $365.00 to $385.00 and gave the stock a “hold” rating in a research report on Wednesday. BMO Capital Markets upped their price target on Everest Group from $366.00 to $376.00 and gave the stock a “market perform” rating in a report on Thursday, May 14th. Finally, Wells Fargo & Company increased their price objective on shares of Everest Group from $373.00 to $396.00 and gave the company an “equal weight” rating in a research report on Friday, July 31st. Four analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $395.27.

Everest Group Profile

Everest Group (NYSE:EG) is a global research and consulting firm specializing in strategic advisory, market intelligence, and data-driven analysis for business process, information technology, and emerging technology services. The company provides insights and benchmarks that help enterprises and service providers optimize digital transformation initiatives, sourcing strategies, and operational performance. Through its proprietary research frameworks and data analytics, Everest Group delivers actionable guidance on areas such as automation, cloud migration, customer experience, and supply chain resilience.

With offerings that span advisory engagements, managed services research, and consulting projects, Everest Group serves multiple industry verticals, including banking and financial services, healthcare, manufacturing, telecommunications, and retail.