Everest Group
Price: 336.55Company and Business Model
Everest Group operates in the financial services sector, focusing on investment management and advisory services. Its core products include asset management, wealth management, and financial planning. The company serves a diverse clientele, including individuals, institutions, and corporations. Major business segments encompass private equity, real estate investments, and public market strategies. Main revenue sources are management fees, performance fees, and advisory fees from its various investment products and services.
Investment Profile
The investment profile of Everest Group is more aligned with balanced investors, given its combination of growth potential and dividend yield. The company offers a moderate dividend, appealing to those seeking income alongside capital appreciation. Its stable revenue growth and manageable risk profile suggest a suitable option for investors looking for a blend of growth and income.
Fundamental metrics (experimental)
- EPS (TTM) — earnings per share for the last 12 months, $
- 49.17 OK
- Revenue QoQ — quarter-over-quarter revenue growth
- -8.0% ↓
- EPS surprise
- -0.7% in line
- 20d volatility
- 1.6% stable
- Dividend yield
- 2.4% moderate last ex-date: 2026-06-12
Forecast impact
limitedTrack in portfolio
Price chart
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-06-05 02:36 | Hold | Sell | Weak momentum and high risk offset dividend yield. |
| 2026-05-28 02:42 | Buy | Hold | Weak momentum and mixed fundamentals raise concerns. |
| 2026-05-08 15:13 | — | Buy | Stable fundamentals, cautious momentum, moderate dividend yield. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-05-21 11:43 | UBS | Target Raised | 340 → 355 | 358.42 |
| 2026-05-14 11:38 | BMO Capital | Target Raised | 366 → 376 | 347.97 |
| 2026-05-07 13:17 | Morgan Stanley | Target Raised | 330 → 340 | 351.54 |
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