Essent Group Ltd. (NYSE:ESNT) is one of the 13 Deep Value Stocks to Buy Right Now. Bank of America, on February 17, slightly increased its target price on Essent Group by 3.0% to $68 (from $66) and reiterated its Buy recommendation on the stock. The target price update comes after the firm adjusted its FY26 and FY27 earnings per share forecasts, following the release of Essent’s Q4 results, which fell slightly below the firm’s own forecasts. The firm, however, emphasized that it did not view the miss as “ ...

Chubb Limited Board Will Recommend 33rd Consecutive Annual Dividend Increase to Shareholders at the 2026 Annual General Meeting; Declares Quarterly Dividend [Accessibility Statement] Skip NavigationZURICH, Feb. 26, 2026 /PRNewswire/ -- Chubb Limited (NYSE: CB) announced today that its Board of Directors will recommend to shareholders at the company's 2026 Annual General Meeting an increase in its quarterly dividend for the 33rd consecutive year. The proposal calls for a $4.08 annual per share dividend, paya ...

Core Insights - Arthur J. Gallagher & Company (NYSE:AJG) is identified as one of the 12 oversold financial stocks to invest in according to hedge funds [1] - Analysts have mixed views on the stock, with price targets being adjusted downwards while still indicating potential upside [4] Group 1: Analyst Ratings and Price Targets - Paul Newsome from Piper Sandler maintained a Neutral rating on AJG, reducing the price target from $272 to $249, indicating an upside potential of around 20% [1][3] - Elyse Greenspan from Wells Fargo lowered the price target from $311 to $298 but maintained an Overweight rating, suggesting an upside potential of 43% [4] Group 2: Financial Performance - AJG reported a fourth quarter EPS of $2.38, surpassing Wells Fargo's estimate of $2.33 and the street's estimate of $2.35, attributed to higher Brokerage profitability margins [4] - The company achieved organic growth of 5% in its Brokerage segment [4] Group 3: Company Overview - Arthur J. Gallagher & Company provides a range of services including insurance brokerage, reinsurance, risk management, consulting, and third-party claims settlement, serving both individual and corporate clients [5]

February 13, 2026 ESSENT GROUP LTD. | NYSE: ESNT © 2026 Essent Group Ltd. All rights reserved. | essentgroup.com | 1 EARNINGS PRESENTATION 4Q25 ESSENT GROUP LTD. NYSE: ESNT Company Overview Recent Developments | | 3Q25 | 4Q25 | | --- | --- | --- | | Consolidated Financial Results | | | | Net Income ($M) | $164.2 | $155.0 | | Annualized ROE | 11.5% | 10.8% | | Shareholders' Equity ($B) | $5.7 | $5.8 | | Mortgage Insurance Portfolio | | | | Combined Ratio | 34.9% | 42.0% | | IIF ($B) | $248.8 | $248.4 | | NIW ...

Core Insights - Marsh & McLennan Companies, Inc. (MRSH) has a market cap of $83.8 billion and operates in insurance brokerage, reinsurance, risk management, and consulting services globally [1] - The company has experienced a decline in share price, lagging behind the S&P 500 Index and the State Street Financial Select Sector SPDR Fund [2] - MRSH reported a revenue of $6.6 billion for fiscal Q4 2025, reflecting a 9% year-over-year increase, with adjusted operating income rising 12% to $1.6 billion [4] - Analysts project a 6.1% growth in MRSH's EPS for the current year, with a consensus rating of "Moderate Buy" among 25 analysts [5] - Cantor Fitzgerald raised its price target for MRSH to $212, maintaining an "Overweight" rating based on strong Q4 results [7] Financial Performance - MRSH's revenue for Q4 2025 was $6.6 billion, marking a 9% increase year-over-year, with underlying growth of 4% [4] - Adjusted operating income increased by 12% to $1.6 billion, indicating margin expansion [4] - Adjusted EPS rose by 10% to $2.12, aided by favorable tax and foreign exchange impacts [4] Analyst Ratings - The consensus among 25 analysts is a "Moderate Buy," with ratings including seven "Strong Buy," one "Moderate Buy," 16 "Holds," and one "Moderate Sell" [5] - The configuration of analyst ratings has improved compared to two months ago, with a bullish outlook [6] Market Comparison - MRSH shares have declined 23.1% over the past year, while the S&P 500 Index increased by 14.4% [2] - In 2026, MRSH's stock dipped 5.5%, compared to a 1.4% advance in the S&P 500 [2] - The State Street Financial Select Sector SPDR Fund has risen 4.2% over the past year, indicating stronger performance compared to MRSH [2]

Core Insights - Baron Asset Fund outperformed the Russell Midcap Growth Index by 11.59 percentage points in Q4 2025, returning 7.89% [1] - The Fund's strong performance was attributed to favorable stock selection, particularly in the financial sector with Arch Capital Group Ltd. [1][3] Fund Performance - The Russell Midcap Growth Index ended Q4 2025 down 3.70% [1] - Baron Asset Fund held 53 positions, with the top 10 holdings representing 52.8% of net assets and the top 20 holdings representing 73.3% [1] Arch Capital Group Ltd. Overview - Arch Capital Group Ltd. (NASDAQ:ACGL) is an insurance company with a market capitalization of $35.852 billion [2] - The stock closed at $96.06 on February 9, 2026, with a one-month return of 5.83% and a twelve-month return of 7.21% [2] Financial Performance of Arch Capital Group Ltd. - Arch Capital's stock rose due to strong earnings results, with Q3 earnings per share exceeding expectations [3] - The company achieved an 18% return on equity and 9% growth in book value per share, with 18% growth when adjusted for a special dividend [3] - Share repurchases reduced the share count by 4% year to date, indicating management's confidence in the company's valuation [3] Hedge Fund Interest - Arch Capital Group Ltd. was held by 40 hedge fund portfolios at the end of Q3 2025, down from 46 in the previous quarter [4] - While the company has potential, certain AI stocks are considered to offer greater upside potential with less downside risk [4]

Core Viewpoint - Allstate reported quarterly earnings of $14.31 per share, significantly exceeding the Zacks Consensus Estimate of $9.82 per share, and showing a year-over-year increase from $7.67 per share, indicating strong performance in the latest quarter [1] Financial Performance - The company achieved an earnings surprise of +45.77% for the quarter, following a previous surprise of +36.22% when it reported earnings of $11.17 per share against an expectation of $8.2 per share [1][2] - Allstate's revenues for the quarter were $17.27 billion, which fell short of the Zacks Consensus Estimate by 1.43%, but represented an increase from $16.71 billion in the same quarter last year [2] Stock Performance - Allstate shares have declined approximately 3.1% since the beginning of the year, contrasting with the S&P 500's gain of 1.1% [3] - The current Zacks Rank for Allstate is 3 (Hold), indicating that the stock is expected to perform in line with the market in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $6.91, with projected revenues of $17.75 billion, and for the current fiscal year, the EPS estimate is $24.20 on revenues of $72.77 billion [7] - The trend of earnings estimate revisions for Allstate was mixed prior to the earnings release, which may change following the latest results [6] Industry Context - The Insurance - Property and Casualty industry, to which Allstate belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Viewpoint - SiriusPoint Ltd. is set to release its fourth quarter 2025 financial results on February 18, 2026, followed by a conference call on February 19, 2026, to discuss these results [1]. Group 1: Financial Results Announcement - The company will announce its fourth quarter 2025 financial results after market close on February 18, 2026 [1]. - A conference call will be held on February 19, 2026, at 8:30 am (Eastern Time) to discuss the financial results [1]. Group 2: Conference Call Access - The conference call can be accessed by dialing 1-877-451-6152 for domestic calls or 1-201-389-0879 for international calls [3]. - A replay of the conference call will be available until 11:59 pm (Eastern Time) on March 5, 2026, with specific dial-in numbers for replay access [3]. Group 3: Company Overview - SiriusPoint is a global underwriter of insurance and reinsurance, headquartered in Bermuda, with additional offices in New York, London, and Stockholm [4]. - The company has approximately $2.8 billion in total capital and holds a financial strength rating of A- (Excellent) from AM Best, S&P, and Fitch, and A3 from Moody's [4].

Core Viewpoint - Essent Group Ltd. will hold a conference call on February 13, 2026, to discuss its fourth quarter 2025 results, which will be announced prior to market opening on the same day [1]. Group 1: Conference Call Details - The conference call will be accessible via live broadcast on the Internet and through dial-in numbers for both U.S. and international callers [2]. - A replay of the webcast will be available on Essent's website approximately two hours after the live broadcast ends for one year, while the conference call replay will be available for two weeks [3]. Group 2: Company Information - Essent Group Ltd. is a Bermuda-based holding company that provides private mortgage insurance, reinsurance, and title insurance and settlement services to the housing finance industry [5].

Company Overview - Arch Capital Group Ltd. (ACGL) has a market capitalization of $33.8 billion and operates as a global provider of insurance, reinsurance, and mortgage insurance products across various regions including the United States, Canada, Bermuda, the United Kingdom, Europe, and Australia [1] Upcoming Earnings Announcement - The company is scheduled to announce its fiscal Q4 2025 results on February 9, with analysts predicting an adjusted EPS of $2.42, reflecting a 7.1% increase from $2.26 in the same quarter last year [2] Fiscal Year Projections - For fiscal 2025, analysts expect an adjusted EPS of $9.20, a slight decrease from $9.28 in fiscal 2024, but anticipate a rise of 2.8% year-over-year to $9.46 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, Arch Capital's shares have increased by 3.4%, which is significantly lower than the S&P 500 Index's 19.7% rise and the State Street Financial Select Sector SPDR ETF's 16.8% return [4] Recent Earnings Results - In Q3 2025, Arch Capital reported an adjusted EPS of $2.77, exceeding expectations; however, shares fell by 1.4% the following day. The adjusted revenue was $4.72 billion, which missed market forecasts, and net premiums written decreased by 2.1% year-over-year to $3.96 billion, with reinsurance net premiums dropping by 10.7% [5] Analyst Ratings - The consensus view on ACGL stock is cautiously optimistic, with a "Moderate Buy" rating. Among 23 analysts, 10 recommend "Strong Buy," one has a "Moderate Buy," 10 suggest "Holds," and two propose "Strong Sell." The average price target for Arch Capital is $107.10, indicating a potential upside of 14.9% from current levels [6]