EG

AI Research

Q4 revenue beats at $4.42B vs $3.97B estimate; insurance shrinks 30%-40% in strategic shift

Everest Group reported Q4 2025 EPS of $13.26, narrowly missing the $13.36 estimate, while revenue of $4.42B exceeded the $3.97B consensus. The company is executing a strategic transition, shrinking its insurance business by 30%-40% to focus on higher-quality underwriting, with Norges Bank acquiring a new $601M position in Q2. The stock opened at $320.59 today with a consensus rating of "Hold" and a target price of $363.21.