Analysts are forecasting that Everest Group’s fourth-quarter and fiscal year-end earnings release next month will reveal a massive turnaround.

Palmetto Grain Brokerage has analysts projecting Q4 diluted earnings per share of $12.59, “up 168.5 per cent and a sharp turnaround from the $18.39 loss per share reported a year earlier”.

The brokerage said on Monday that consistency “remains a concern, as Everest exceeded EPS expectations in just one of the past four quarters and fell short in the remaining three”.

However, analysts expect a meaningful rebound.

Palmetto Grain said consensus forecasts call for fiscal 2025 diluted EPS of $43.86, representing 47 per cent year-over-year growth.

For fiscal 2026, projections anticipate a further 26 per cent increase to $55.24.

The brokerage said Everest’s share price declined 7.9 per cent over the past year, although it was up 1.4 per cent on a year-to-date basis at the time of Palmetto Grain publication, signalling tentative stabilisation.

“On October 28, 2025, the stock’s fragility surfaced when shares dropped 11.4 per cent, a day after the company posted weaker-than-expected Q3 2025 results,” reported Aanchal Sugandh, an investment analyst and financial journalist, and team leader of investment research at FlairTree, the boutique investment research firm.

The analyst said: “Revenue marginally increased year-over-year to $4.32 billion, missing Street expectations of $4.45 billion. Profitability disappointed more sharply as adjusted EPS declined 48.4 per cent year-over-year to $7.54 per share, far below analyst estimates of $13.39.

“Underwriting proved the primary drag, with the combined ratio worsening to 103 per cent, signalling losses as claims and expenses exceeded premiums. Net premiums earned fell 1.6 per cent to $3.86 billion, also undershooting analyst forecasts.

“However, investment income offered modest support, rising to $540 million from $496 million in the prior year's period.

“Leadership updates also provided a brief tailwind. On December 18, Everest Group appointed Paul Trueman as head of international and Mark Shaw as global head of commercial within its global wholesale and speciality unit.

“Their proven underwriting expertise and broker alignment bolstered strategic execution, propelling the stock up 1.2 per cent intraday.

“Wall Street maintains a balanced stance. EG stock holds a consensus ‘Moderate Buy’ rating, unchanged for three months. Among 19 analysts, five rate the stock ‘Strong Buy’, two suggest ‘Moderate Buy’, ten recommend ‘Hold’, and two issue ‘Strong Sell’.

Analyst expectations suggest room for a steadier run ahead. The mean price target of $362.38 implies potential upside of 8.3 per cent, while the Street-High target of $446 represents approximately 33.3 per cent gain from current levels.

Everest finished the New York Stock Exchange on Wednesday down by 0.31 per cent at $331.27.