ESNT
Essent Group Ltd.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Apr 28 CEO Mark Casale filed a Form 144 to sell 250,000 shares (~$16.1M), a…
- A May 22 RBC Capital initiates
- A Jun 4 Keefe, Bruyette & Woods upgrades
- S Jun 26 to Jul 17 7 days of insider sells: $9.6M by 3 insiders, avg $65.21
- S Aug 7 1 insider sell $33.8K at $70.00
- S Aug 18 to Aug 24 3 days of insider sells: $4.1M by 3 insiders, avg $70.08
- S Sep 3 1 insider sell $55.9K at $70.01
- S Sep 14 to Sep 15 2 days of insider sells: $709.3K by 2 insiders, avg $68.62
Signal stack
Where each data set points today.
- InsidersBEARISH
6 insiders sold $14.5M.
- InstitutionsMIXED
Q2 2026: 30 added (1 new), 24 trimmed or exited. Largest new: Balyasny Asset Management $15.3M.
- AnalystsBULLISH
8 of 15 rate it Buy or better. Median target $75.00 (+13%).
- EstimatesRISING
Current-quarter EPS estimate $1.821 → $1.870 over 90 days. 1 up, 0 down in 30 days.
- TrendRANGE
1% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| FMR LLC | TRIM | $187.4M |
| AMERICAN CENTURY COMPANIES INC | ADD | $170.0M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | $80.5M |
| Allianz Asset Management GmbH | ADD | $46.8M |
| Nuveen, LLC | DOUBLED | $39.3M |
| FIRST TRUST ADVISORS LP | DOUBLED | $38.8M |
| Pictet Asset Management Holding SA | ADD | $38.6M |
| D. E. Shaw & Co., Inc. | ADD | $28.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analystsPrice is inside the target range. Median implies +13%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 12, 2026 | JP Morgan MAINTAIN | Neutral |
| Oct 5, 2026 | Barclays MAINTAIN | Equal-Weight |
| Aug 10, 2026 | Roth Capital MAINTAIN | Buy |
| Aug 10, 2026 | RBC Capital MAINTAIN | Sector Perform |
| Aug 10, 2026 | Keefe, Bruyette & Woods MAINTAIN | Outperform |
| Aug 10, 2026 | Barclays MAINTAIN | Equal-Weight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 15, 2026 | WEINSTOCK DAVID B SVP and CFO | SELL | $377.0K |
| Sep 14, 2026 | KASMAR ROY JAMES Director | SELL | $160.6K |
| Sep 14, 2026 | KASMAR ROY JAMES Director | SELL | $171.8K |
| Sep 14, 2026 | KASMAR ROY JAMES Director | GIFT | 2,625 sh |
| Sep 10, 2026 | Benson David C Director | AWARD | 13 sh |
| Sep 10, 2026 | Bhasin Vijay SVP and Chief Risk Officer | AWARD | 323 sh |
| Sep 10, 2026 | Connor Martin P. Director | AWARD | 13 sh |
| Sep 10, 2026 | Curran Christopher G Pres., Essent Guaranty, Inc. | AWARD | 467 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $1.87 | $1.79–$1.94 | +0.4% | $364.3M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
14 filings · 1 press release · 0 bullish · 4 bearish · 10 neutral- BEARISH CLUSTERSep 17, 2026
A cluster of insider selling at Essent Group Ltd. (ESNT) shows a director and the CFO selling a…
The director's open-market sales without a 10b5-1 plan are the most notable signal, though the dollar amount is small. Monitor for any upcoming earnings or material events that may have prompted the…
- NEUTRAL 144Sep 14, 2026
Director Roy J. Kasmar filed a Form 144 notice of intent to sell 171,550 shares of Essent Group…
Monitor whether the sale actually executes and at what price; a director's 144 is intent, not a done deal. Given the small size relative to market cap and the recent pattern of insider sells ($4.2M…
- NEUTRAL 144Sep 14, 2026
Director Roy James Kasmar filed a Form 144 notice of intent to sell 2,337 shares of Essent Group…
This is a routine director sale with no material implications. Monitor for any acceleration of insider selling or changes in the pattern of director dispositions, but no immediate action warranted.
- BEARISH CLUSTERAug 25, 2026
A cluster of insider selling at Essent Group Ltd. (ESNT) totaling approximately $2.68M over a…
The CEO and Chief Risk Officer selling in the same window is a modest negative signal, but the dollar amount is trivial relative to market cap and insider sales are weak predictors. Monitor for any…
All ESNT filing & press-release reports (15)
- CLUSTER reportSep 17, 2026
- 144 reportSep 14, 2026
- 144 reportSep 14, 2026
- CLUSTER reportAug 25, 2026
- 144 reportAug 24, 2026
- CLUSTER reportAug 20, 2026
- 8-K reportAug 7, 2026
- CLUSTER reportJul 20, 2026
- CLUSTER reportJul 2, 2026
- 144 reportJun 26, 2026
- 8-K reportMay 8, 2026
- PRESS-RELEASE reportMay 8, 2026
- CLUSTER reportApr 28, 2026
- 144 reportApr 28, 2026
- PRESS-RELEASE reportApr 17, 2026