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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Josh Shanker | Bank of America | 13 | 31% |
| Dave Motemaden | Evercore ISI | 12 | 8% |
| Alex Scott | Barclays | 12 | 8% |
| Meyer Shields | KBW | 12 | 0% |
| Mike Zaremski | BMO Capital Markets | 10 | 0% |
| Brian Meredith | UBS | 10 | 0% |
| Elyse Greenspan | Wells Fargo | 10 | 10% |
| Greg Peters | Raymond James | 10 | 20% |
| Andy Andersen | Jefferies | 8 | 0% |
| Tracy Benguigui | Wolfe Research | 6 | 33% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 3 | 14 | 7% |
| Bank of America | 1 | 13 | 31% |
| Evercore ISI | 1 | 12 | 8% |
| KBW | 1 |
| 12 |
| 0% |
| Barclays | 1 | 12 | 8% |
| UBS | 1 | 10 | 0% |
| BMO Capital Markets | 1 | 10 | 0% |
| Raymond James | 1 | 10 | 20% |
Everest reported Q1 2026 operating EPS of $16.08 with a 91.2% combined ratio, a significant improvement from the prior year despite an 18.5% decline in gross written premiums in constant dollars. The portfolio transformation continued with the hostile U.S. tort environment forcing further casualty pullback, while treaty reinsurance delivered strong underwriting results. Management raised the quarterly buyback floor from $200M to $300M but provided no forward earnings guidance.
Capital Allocation | Pricing | Competitive Dynamics | Credit | Margin | Guidance Reliability | Revenue Growth | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 9 | 2 | 4 | 3 | 1 | 4 |
| 2025Q1 | 4 | 8 | 6 | 5 | 4 | 3 | 3 | 1 |
| 2025Q2 | 6 | 7 | 5 | 6 | 8 | 3 | 1 | |
| 2025Q3 | 10 | 3 | 4 | 10 | 4 | 5 | 1 | 1 |
| 2025Q4 | 7 | 5 | 4 | 4 | 6 | 6 | 3 | |
| 2026Q1 | 5 | 8 | 5 | 4 | 4 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capital Allocation | 4 | 4 | 6 | 10 | 7 | 5 |
| Pricing | 3 | 8 | 7 | 3 | 5 | 8 |
| Competitive Dynamics | 9 | 6 | 5 | 4 | 4 | 5 |
| Credit | 2 | 5 | 6 | 10 | 4 | 4 |
| Margin | 4 | 4 | 8 | 4 | 6 | 4 |
| Guidance Reliability | 3 | 3 | 5 | 6 | ||
| Revenue Growth | 1 | 3 | 3 | 1 | 3 | |
| Macroeconomic | 4 | 1 | 1 | 1 | 2 |