Strategic Investment Advisors MI Grows Stake in Everest Group, Ltd. $EG

Posted by George Bondi on Jul 31st, 2026

Strategic Investment Advisors MI increased its stake in shares of Everest Group, Ltd. (NYSE:EG – Free Report) by 73.8% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 3,717 shares of the company’s stock after purchasing an additional 1,578 shares during the period. Strategic Investment Advisors MI’s holdings in Everest Group were worth $1,212,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of EG. Bartlett & CO. Wealth Management LLC raised its holdings in shares of Everest Group by 2.1% during the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 1,682 shares of the company’s stock valued at $571,000 after acquiring an additional 34 shares during the last quarter. Siemens Fonds Invest GmbH lifted its position in shares of Everest Group by 3.3% in the fourth quarter. Siemens Fonds Invest GmbH now owns 1,067 shares of the company’s stock valued at $364,000 after acquiring an additional 34 shares in the last quarter. Brown Brothers Harriman & Co. boosted its stake in shares of Everest Group by 27.6% in the fourth quarter. Brown Brothers Harriman & Co. now owns 171 shares of the company’s stock worth $58,000 after acquiring an additional 37 shares during the last quarter. V Square Quantitative Management LLC boosted its stake in shares of Everest Group by 4.0% in the first quarter. V Square Quantitative Management LLC now owns 968 shares of the company’s stock worth $316,000 after acquiring an additional 37 shares during the last quarter. Finally, GenTrust LLC increased its position in shares of Everest Group by 4.8% during the fourth quarter. GenTrust LLC now owns 874 shares of the company’s stock worth $297,000 after purchasing an additional 40 shares in the last quarter. 92.64% of the stock is owned by hedge funds and other institutional investors.

Everest Group Stock Performance

Everest Group stock opened at $375.98 on Friday. The firm has a 50 day simple moving average of $355.30 and a 200-day simple moving average of $341.87. The stock has a market cap of $14.88 billion, a price-to-earnings ratio of 7.95, a price-to-earnings-growth ratio of 0.61 and a beta of 0.29. The company has a debt-to-equity ratio of 0.23, a current ratio of 0.37 and a quick ratio of 0.37. Everest Group, Ltd. has a 1-year low of $302.44 and a 1-year high of $401.07.

Everest Group (NYSE:EG – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The company reported $14.85 EPS for the quarter, beating the consensus estimate of $14.52 by $0.33. Everest Group had a net margin of 11.41% and a return on equity of 13.64%. The firm had revenue of $3.96 billion for the quarter, compared to analyst estimates of $3.99 billion. During the same quarter in the previous year, the company earned $16.10 EPS. The business’s revenue for the quarter was down 11.8% compared to the same quarter last year. On average, analysts expect that Everest Group, Ltd. will post 52.86 EPS for the current year.

Everest Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Friday, June 12th were paid a dividend of $2.00 per share. The ex-dividend date of this dividend was Friday, June 12th. This represents a $8.00 annualized dividend and a yield of 2.1%. Everest Group’s dividend payout ratio (DPR) is 16.92%.

Analyst Ratings Changes

EG has been the subject of several recent research reports. Barclays increased their price objective on Everest Group from $420.00 to $430.00 and gave the company an “overweight” rating in a research note on Thursday. Cantor Fitzgerald upped their target price on shares of Everest Group from $344.00 to $390.00 and gave the stock a “neutral” rating in a report on Thursday, July 9th. Weiss Ratings raised shares of Everest Group from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, July 10th. UBS Group set a $355.00 target price on shares of Everest Group in a research report on Thursday, May 21st. Finally, Bank of America raised their price target on shares of Everest Group from $430.00 to $454.00 and gave the stock a “buy” rating in a research note on Tuesday, April 14th. Four research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $388.53.

Read Our Latest Stock Analysis on EG

Insider Buying and Selling

In other news, CEO Jason Keen sold 775 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $351.84, for a total value of $272,676.00. Following the transaction, the chief executive officer owned 8,170 shares of the company’s stock, valued at $2,874,532.80. This represents a 8.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.70% of the stock is owned by corporate insiders.

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.