Essent Group stock reports Q2 revenue growth

Essent Group stock stood at USD 65.45 on the NYSE on September 23, 2026, down 0.38 percent from the prior session. The company's second-quarter report showed revenue of USD 362.7 million, a 13.6 percent year-over-year increase.

Revenue grows by 13.6 percent

StockStory reported on September 2, 2026, that Essent's Q2 2026 revenue reached USD 362.7 million and exceeded analyst expectations by 9.7 percent. The figure gives the mortgage insurer a clear operating comparison, but revenue growth alone does not explain the share valuation.

Essent's investor-relations page identifies the period as Q2 2026 and dates the results announcement to August 7, 2026. The company operates through mortgage insurance, reinsurance, and title insurance services for the housing finance industry.

EPS rises from USD 1.93

Essent reported diluted EPS of USD 2.08 for Q2 2026, compared with USD 1.93 in Q2 2025 and USD 1.82 in Q1 2026, according to The Globe and Mail. Net income was USD 189.7 million, below USD 195.3 million in the prior-year period, creating a mixed earnings profile despite the higher per-share result.

The same Q2 2026 transcript placed new insurance written at USD 14.1 billion, up from USD 12.5 billion a year earlier. That 12.8 percent increase points to higher business volume, while the lower net income highlights the importance of claims and reinsurance costs for future margins.

Analysts set USD 71.86 target

Analysts had a consensus Hold rating on September 17, 2026, with five Hold ratings and three Buy ratings across eight firms. The average 12-month price target was USD 71.86, according to MarketBeat.

Stock trades below target

Essent Group stock stood at USD 65.45 on the NYSE on September 23, 2026, with a market capitalization of USD 6,031,404,687 and a 52-week range of USD 55.34 to USD 70.37. The stock was 9.8 percent below the 52-week high, leaving the market to weigh Q2 growth against the lower year-over-year net income.