Essent GroupESNT
About: Essent Group Ltd serves the housing finance industry by providing private mortgage insurance, reinsurance, risk management products, title insurance, and settlement services to mortgage lenders, borrowers, and investors to support homeownership. It provides credit protection to lenders and mortgage investors by covering a portion of the unpaid principal balance of a mortgage and certain related expenses in the event of a default. By providing capital to mitigate mortgage credit risk, the company allows lenders to make additional mortgage financing available to prospective homeowners.
Employees: 555
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
950% more call options, than puts
Call options by funds: $1.94M | Put options by funds: $185K
67% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 39
7% more funds holding
Funds holding: 308 [Q4 2024] → 329 (+21) [Q1 2025]
4% more capital invested
Capital invested by funds: $5.41B [Q4 2024] → $5.6B (+$196M) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 4 (+0) [Q1 2025]
0.07% less ownership
Funds ownership: 93.52% [Q4 2024] → 93.45% (-0.07%) [Q1 2025]
10% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 114
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Compass Point Giuliano Bologna | 18%upside $69 | Buy Maintained | 23 May 2025 |
Keefe, Bruyette & Woods Bose George | 11%upside $65 | Outperform Maintained | 8 Apr 2025 |
JP Morgan Richard Shane | 2%upside $60 | Overweight Upgraded | 8 Apr 2025 |
Financial journalist opinion
