Ameritas Advisory Services LLC Invests $718,000 in Everest Group, Ltd. $EG

Posted by Francis Steltz on May 16th, 2026

Ameritas Advisory Services LLC acquired a new position in shares of Everest Group, Ltd. (NYSE:EG – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 2,117 shares of the company’s stock, valued at approximately $718,000.

A number of other hedge funds have also modified their holdings of EG. Massachusetts Financial Services Co. MA grew its stake in Everest Group by 4.8% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 652,194 shares of the company’s stock worth $228,418,000 after acquiring an additional 29,586 shares during the period. Bright Futures Wealth Management LLC. purchased a new stake in Everest Group in the 3rd quarter worth approximately $589,000. Wealth Enhancement Advisory Services LLC grew its stake in Everest Group by 141.3% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 21,076 shares of the company’s stock worth $7,690,000 after acquiring an additional 12,343 shares during the period. Causeway Capital Management LLC purchased a new stake in Everest Group in the 3rd quarter worth approximately $61,531,000. Finally, Skandinaviska Enskilda Banken AB publ grew its stake in Everest Group by 142.0% in the 3rd quarter. Skandinaviska Enskilda Banken AB publ now owns 118,187 shares of the company’s stock worth $41,393,000 after acquiring an additional 69,346 shares during the period. 92.64% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Everest Group

In related news, CEO Jason Keen sold 775 shares of Everest Group stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $351.84, for a total transaction of $272,676.00. Following the transaction, the chief executive officer owned 8,170 shares in the company, valued at approximately $2,874,532.80. The trade was a 8.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.70% of the company’s stock.

Everest Group Stock Performance

NYSE:EG opened at $351.45 on Friday. The company has a current ratio of 0.37, a quick ratio of 0.37 and a debt-to-equity ratio of 0.23. The firm has a market capitalization of $13.91 billion, a price-to-earnings ratio of 7.15, a PEG ratio of 0.26 and a beta of 0.35. The firm’s fifty day simple moving average is $335.60 and its 200 day simple moving average is $329.70. Everest Group, Ltd. has a twelve month low of $302.44 and a twelve month high of $368.29.

Everest Group (NYSE:EG – Get Free Report) last posted its earnings results on Monday, March 23rd. The company reported $16.08 earnings per share for the quarter. The business had revenue of $4.07 billion for the quarter. Everest Group had a net margin of 11.76% and a return on equity of 14.70%. As a group, equities research analysts expect that Everest Group, Ltd. will post 52.71 earnings per share for the current fiscal year.

Everest Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Friday, June 12th will be issued a dividend of $2.00 per share. The ex-dividend date is Friday, June 12th. This represents a $8.00 annualized dividend and a dividend yield of 2.3%. Everest Group’s payout ratio is presently 16.27%.

Wall Street Analysts Forecast Growth

Several analysts have commented on EG shares. Keefe, Bruyette & Woods lifted their target price on shares of Everest Group from $402.00 to $411.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 6th. Wells Fargo & Company lifted their target price on shares of Everest Group from $332.00 to $356.00 and gave the stock an “equal weight” rating in a research note on Wednesday, May 6th. BMO Capital Markets lifted their target price on shares of Everest Group from $366.00 to $376.00 and gave the stock a “market perform” rating in a research note on Thursday. Barclays lifted their target price on shares of Everest Group from $377.00 to $380.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 8th. Finally, Citigroup boosted their price objective on shares of Everest Group from $342.00 to $395.00 and gave the company a “neutral” rating in a research note on Tuesday. Five investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $374.00.

Check Out Our Latest Research Report on EG

Everest Group Profile

(Free Report)

Everest Group (NYSE:EG) is a global research and consulting firm specializing in strategic advisory, market intelligence, and data-driven analysis for business process, information technology, and emerging technology services. The company provides insights and benchmarks that help enterprises and service providers optimize digital transformation initiatives, sourcing strategies, and operational performance. Through its proprietary research frameworks and data analytics, Everest Group delivers actionable guidance on areas such as automation, cloud migration, customer experience, and supply chain resilience.

With offerings that span advisory engagements, managed services research, and consulting projects, Everest Group serves multiple industry verticals, including banking and financial services, healthcare, manufacturing, telecommunications, and retail.