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Four major insurance companies are set to report third-quarter 2026 results on October 28. The sector is expected to benefit from improved pricing, strong retention, favorable reserve development, and higher bond yields.

However, catastrophe losses may limit upside. The Hanover Insurance and Everest Group show positive earnings surprises, while Axis Capital and Aon face headwinds.

Everest Group is projected to report Q3 2026 earnings on October 28 with a 23.6% year-over-year earnings increase despite an 11.1% revenue decline. The company has a +3.01% Earnings ESP suggesting a potential beat, supported by investment income and buybacks, though catastrophe losses and casualty underwriting pressures may weigh on margins. The Zacks model predicts an earnings beat based on positive ESP and Rank #3 rating.

Everest Group is expected to report Q3 2026 earnings on October 28 with consensus EPS of $9.32 (up 23.6% YoY) but revenues declining 11.1% to $3.84 billion. The company has a positive Earnings ESP of +3.01% with a Zacks Rank #3, suggesting a likely earnings beat. The stock beat consensus estimates in the last quarter with a +1.78% surprise.

Everest Group, a reinsurance company, has demonstrated a strong earnings-beat streak, surpassing estimates by an average of 8.20% over the last two quarters. With a positive Earnings ESP of +3.01% and a Zacks Rank #3 (Hold), the company is positioned to potentially beat consensus estimates again in its upcoming earnings report expected on October 28, 2026. Stocks with this combination of positive ESP and solid Zacks Rank historically beat estimates nearly 70% of the time.

Cboe Global Markets (CBOE) is expected to report Q3 2026 results on October 30 with revenues projected to rise 16% to $702.5 million, but earnings are forecast to decline 20.1% to $3.42 per share. Strong SPX 0DTE volumes and robust options demand should support results, though rising costs and the Australia divestiture may pressure profitability. The Zacks model predicts an earnings beat based on a positive Earnings ESP of +0.35% and Zacks Rank #3.

Arch Capital Group (ACGL) is expected to report a decline in both revenues and earnings for Q3 2026, but the Zacks model predicts an earnings beat due to a positive Earnings ESP of +11.70% and Zacks Rank #3. The company is expected to benefit from rate increases, new business growth, and strong underwriting performance, with net premiums earned projected at $3.9B and net investment income at $432.2M.