Essent Group (ESNT) Eyes Q4 Earnings Amid Revenue and EPS Misses

Essent Group (NYSE:ESNT) reports earnings on February 16, 2026, before the market opens. The company posted Q4 revenue of $311.8 million, down 1.5% year-on-year and 1.6% below analyst expectations. It missed EPS guidance, with adjusted earnings expected at $1.74 per share. Analysts project Q4 revenue to decline 1.1% YoY to $311.6 million, reversing a 6% increase in the same quarter of 2024. Essent shares trade at $64.92 with an average price target of $68.63, up 11.3% in the past month while P&C insurance peers outperformed: Stewart Information Services revenue up 19.6% YoY and First American Financial up 21.6% YoY. The company has missed revenue estimates three times in the past two years.