Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 6.5× earnings vs its 8.6× historical median P/E.
Fair value ≈ $447.87 · price $337.91 today
Undervalued · 25% below
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$ESGR Outstanding article that hits the mark on ESGR's current state. So if you want to refresh your ESGR insights or learn about ESGR from scratch, this is a must read. https://beyondspx.com/article/enstar-s-capital-release-engine-value-creation-ahead-of-a-private-transition-esgr
Go-shop period for $ESGR acquisition (offer currently $338 cash/share) expired yesterday.
New offer or confirmation of transaction should be out this week.
$ESGR Enstar to Enter $376 Million Loss Portfolio Transfer with QBE
https://www.stocktitan.net/news/ESGR/enstar-to-enter-376-million-loss-portfolio-transfer-with-hv62ktd4kjud.html
$ESGR Enstar Group Limited (NASDAQ:ESGR) – A Diversified Legacy Solutions Provider Delivering Consistent Value http://beyondspx.com/2024/07/30/enstar-group-limited-nasdaqesgr-a-diversified-legacy-solutions-provider-delivering-consistent-value/
https://www.intratio.com/stock-forecast/ESGR Enstar Group LTD Our advanced model assessed that this company s market value will decrease quickly and has a neutral long-term outlook $ESGR
$ESGR Our predictive algorithm has detected the value of this company has bleak prospects for the foreseeable future and isn t going to offer a long-term opportunity
$ESGR Enstar Group president Orla Gregory to step down at year-end
Enstar announce that President, Orla Gregory, will step down at the end of the year. Ms. Gregory has been a pivotal leader at Enstar, contributing significantly to the Company's growth and success over her 21-year tenure, and serving in senior executive leadership roles since 2015. She will focus on leading the Company's preparations for closing the merger and its transition to a privately held business, as well as continuing to serve as a director and executive leadership team member until December 31, 2024.
$ESGR Enstar Group reports Q2 EPS $8.49 vs. $1.34 last year
Reports Q2 revenue $236M vs. $154M last year. Return on equity of 2.5% and Adjusted ROE of 2.9% for the quarter compared to ROE and Adjusted ROE* of 0.5% and 2.1%, respectively, in the second quarter of 2023. Quarter-over-quarter ROE performance was positively impacted by an increase in the gain from fair value changes in trading securities, funds held and other investments and favorable prior period loss development.
Second quarter 2024 Adjusted ROE excludes $35 million of net realized losses on our fixed maturities and fair value changes in trading securities and funds held. Run-off liability earnings of $62 million for the quarter relative to the comparative quarter RLE of $10 million was driven by favorable loss development on our construction defect line of business after assuming active claims management, as well as our professional indemnity/directors and officers line of business.
