Q2 2026 Season54% beat EPSAvg surprise: -29.1%Avg reaction: +0.4%16% raised guidance2% lowered3,646 reportedQ1 2026 · Jan–Mar
Ranked by EPS surprise % (highest first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|
| 1 | | Embraer S.A. | Financial Services | Mar 6, 2026 | $0.83 | $0.17 | +388% | -3.1% |
| 2 | | ProAssurance Corporation | Financial Services | Feb 23, 2026 | $0.82 | $0.22 | +273% | -0.1% |
| 3 | | Circle Internet Group | Financial Services | Feb 25, 2026 | $0.43 | $0.16 | +162% | +42.1% |
| 4 | | Hamilton Insurance Group, Ltd. | Financial Services | Feb 19, 2026 | $1.65 | $0.69 | +139% | -0.3% |
| 5 | | Hagerty, Inc. | Financial Services | Feb 26, 2026 | $0.08 | $0.04 | +100% | +1.0% |
| 6 | | Oaktree Capital Group, LLC | Financial Services | Mar 18, 2026 | $1.36 | $0.75 | +81.3% | +2.7% |
| 7 | | Oaktree Capital Group, LLC 6.625% PFD UT A | Financial Services | Mar 18, 2026 | $1.35 | $0.75 | +80.0% | +2.0% |
| 8 | | Universal Insurance Holdings, Inc. | Financial Services | Feb 24, 2026 | $2.17 | $1.30 | +66.9% | +8.2% |
| 9 | | Berkshire Hathaway Inc. | Financial Services | Feb 28, 2026 | $8.90 | $5.51 | +61.5% | -4.9% |
| 10 | | Sprott Inc. | Financial Services | Feb 19, 2026 | $1.11 | $0.71 | +55.2% | +16.1% |
| 11 | | Encore Capital Group, Inc. | Financial Services | Feb 25, 2026 | $3.37 | $2.20 | +53.2% | +10.2% |
| 12 | | Assured Guaranty Ltd. | Financial Services | Feb 26, 2026 | $2.32 | $1.54 | +50.6% | -0.0% |
| 13 | | HCI Group, Inc. | Financial Services | Feb 25, 2026 | $7.25 | $4.87 | +48.9% | +8.7% |
| 14 | | Prudential plc | Financial Services | Mar 18, 2026 | $2.08 | $1.42 | +46.5% | -2.0% |
| 15 | | Accelerant Holdings | Financial Services | Mar 18, 2026 | $0.23 | $0.16 | +43.8% | +4.7% |
| 16 | | Banco Macro S.A. | Financial Services | Feb 25, 2026 | $1.98 | $1.38 | +43.5% | -9.3% |
| 17 | | Banco Macro S.A. | Financial Services | Feb 26, 2026 | $1.98 | $1.38 | +43.5% | -13.7% |
| 18 | | Mercury General Corporation | Financial Services | Feb 17, 2026 | $3.66 | $2.56 | +43.0% | -6.6% |
| 19 | | Slide Insurance Holdings, Inc. Common Stock | Financial Services | Feb 24, 2026 | $1.23 | $0.87 | +41.4% | +16.9% |
| 20 | | SiriusPoint Ltd. | Financial Services | Feb 18, 2026 | $0.70 | $0.54 | +29.6% | +5.8% |
| 21 | | Miami International Holdings, Inc. | Financial Services | Feb 25, 2026 | $0.52 | $0.41 | +26.8% | +5.8% |
| 22 | | Sezzle Inc. | Financial Services | Feb 25, 2026 | $1.21 | $0.96 | +26.0% | +39.6% |
| 23 | | Rocket Companies, Inc. | Financial Services | Feb 26, 2026 | $0.11 | $0.09 | +22.8% | +5.0% |
| 24 | | Skyward Specialty Insurance Group, Inc. | Financial Services | Feb 23, 2026 | $1.17 | $0.96 | +21.9% | -3.9% |
| 25 | | NatWest Group plc | Financial Services | Feb 13, 2026 | $0.46 | $0.38 | +21.1% | +0.9% |
1EMBJEmbraer S.A.Mar 6, 2026Mkt Cap$10.8B
EPS Act.$0.83
EPS Est.$0.17
Surprise+388%
Reaction-3.1%
SectorFinancial Services
2PRAProAssurance CorporationFeb 23, 2026Mkt Cap$1.3B
EPS Act.$0.82
EPS Est.$0.22
Surprise+273%
Reaction-0.1%
SectorFinancial Services
3CRCLCircle Internet GroupFeb 25, 2026Mkt Cap$33.1B
EPS Act.$0.43
EPS Est.$0.16
Surprise+162%
Reaction+42.1%
SectorFinancial Services
4HGHamilton Insurance Group, Ltd.Feb 19, 2026Mkt Cap$3.1B
EPS Act.$1.65
EPS Est.$0.69
Surprise+139%
Reaction-0.3%
SectorFinancial Services
5HGTYHagerty, Inc.Feb 26, 2026Mkt Cap$3.6B
EPS Act.$0.08
EPS Est.$0.04
Surprise+100%
Reaction+1.0%
SectorFinancial Services
6OAK-PBOaktree Capital Group, LLCMar 18, 2026Mkt Cap$2.5B
EPS Act.$1.36
EPS Est.$0.75
Surprise+81.3%
Reaction+2.7%
SectorFinancial Services
7OAK-PAOaktree Capital Group, LLC 6.625% PFD UT AMar 18, 2026Mkt Cap$2.5B
EPS Act.$1.35
EPS Est.$0.75
Surprise+80.0%
Reaction+2.0%
SectorFinancial Services
8UVEUniversal Insurance Holdings, Inc.Feb 24, 2026Mkt Cap$1.1B
EPS Act.$2.17
EPS Est.$1.30
Surprise+66.9%
Reaction+8.2%
SectorFinancial Services
9BRK-BBerkshire Hathaway Inc.Feb 28, 2026Mkt Cap$1.0T
EPS Act.$8.90
EPS Est.$5.51
Surprise+61.5%
Reaction-4.9%
SectorFinancial Services
10SIISprott Inc.Feb 19, 2026Mkt Cap$3.5B
EPS Act.$1.11
EPS Est.$0.71
Surprise+55.2%
Reaction+16.1%
SectorFinancial Services
11ECPGEncore Capital Group, Inc.Feb 25, 2026Mkt Cap$1.7B
EPS Act.$3.37
EPS Est.$2.20
Surprise+53.2%
Reaction+10.2%
SectorFinancial Services
12AGOAssured Guaranty Ltd.Feb 26, 2026Mkt Cap$3.4B
EPS Act.$2.32
EPS Est.$1.54
Surprise+50.6%
Reaction-0.0%
SectorFinancial Services
13HCIHCI Group, Inc.Feb 25, 2026Mkt Cap$2.0B
EPS Act.$7.25
EPS Est.$4.87
Surprise+48.9%
Reaction+8.7%
SectorFinancial Services
14PUKPrudential plcMar 18, 2026Mkt Cap$39.7B
EPS Act.$2.08
EPS Est.$1.42
Surprise+46.5%
Reaction-2.0%
SectorFinancial Services
15ARXAccelerant HoldingsMar 18, 2026Mkt Cap$3.2B
EPS Act.$0.23
EPS Est.$0.16
Surprise+43.8%
Reaction+4.7%
SectorFinancial Services
16BMABanco Macro S.A.Feb 25, 2026Mkt Cap$4.5B
EPS Act.$1.98
EPS Est.$1.38
Surprise+43.5%
Reaction-9.3%
SectorFinancial Services
17BMABanco Macro S.A.Feb 26, 2026Mkt Cap$4.5B
EPS Act.$1.98
EPS Est.$1.38
Surprise+43.5%
Reaction-13.7%
SectorFinancial Services
18MCYMercury General CorporationFeb 17, 2026Mkt Cap$5.5B
EPS Act.$3.66
EPS Est.$2.56
Surprise+43.0%
Reaction-6.6%
SectorFinancial Services
19SLDESlide Insurance Holdings, Inc. Common StockFeb 24, 2026Mkt Cap$2.1B
EPS Act.$1.23
EPS Est.$0.87
Surprise+41.4%
Reaction+16.9%
SectorFinancial Services
20SPNTSiriusPoint Ltd.Feb 18, 2026Mkt Cap$2.7B
EPS Act.$0.70
EPS Est.$0.54
Surprise+29.6%
Reaction+5.8%
SectorFinancial Services
21MIAXMiami International Holdings, Inc. Feb 25, 2026Mkt Cap$5.2B
EPS Act.$0.52
EPS Est.$0.41
Surprise+26.8%
Reaction+5.8%
SectorFinancial Services
22SEZLSezzle Inc.Feb 25, 2026Mkt Cap$3.5B
EPS Act.$1.21
EPS Est.$0.96
Surprise+26.0%
Reaction+39.6%
SectorFinancial Services
23RKTRocket Companies, Inc.Feb 26, 2026Mkt Cap$40.3B
EPS Act.$0.11
EPS Est.$0.09
Surprise+22.8%
Reaction+5.0%
SectorFinancial Services
24SKWDSkyward Specialty Insurance Group, Inc.Feb 23, 2026Mkt Cap$2.0B
EPS Act.$1.17
EPS Est.$0.96
Surprise+21.9%
Reaction-3.9%
SectorFinancial Services
25NWGNatWest Group plcFeb 13, 2026Mkt Cap$30.1B
EPS Act.$0.46
EPS Est.$0.38
Surprise+21.1%
Reaction+0.9%
SectorFinancial Services
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|
| 1 | | American Bitcoin Corp | Financial Services | Feb 26, 2026 | -$0.07 | $0.02 | -450% | -2.9% |
| 2 | | Coinbase Global, Inc. | Financial Services | Feb 12, 2026 | -$2.49 | $0.99 | -351% | +7.3% |
| 3 | | Erie Indemnity Company | Financial Services | Feb 23, 2026 | -$0.33 | $1.59 | -121% | -5.9% |
| 4 | | Genworth Financial, Inc. | Financial Services | Feb 23, 2026 | $0.02 | $0.16 | -87.5% | -2.6% |
| 5 | | Walker & Dunlop, Inc. | Financial Services | Feb 26, 2026 | $0.28 | $1.23 | -77.2% | -21.9% |
| 6 | | Figure Technology Solutions, Inc. Class A Common Stock | Financial Services | Feb 26, 2026 | $0.06 | $0.13 | -53.9% | -27.1% |
| 7 | | Banco BBVA Argentina S.A. | Financial Services | Mar 4, 2026 | $0.18 | $0.34 | -47.1% | +2.3% |
| 8 | | Aegon Ltd. | Financial Services | Mar 26, 2026 | $0.27 | $0.48 | -43.7% | -3.0% |
| 9 | | Aegon Ltd. | Financial Services | Feb 19, 2026 | $0.27 | $0.48 | -43.7% | -3.5% |
| 10 | | Brighthouse Financial, Inc. | Financial Services | Feb 23, 2026 | $3.93 | $5.19 | -24.3% | -3.2% |
| 11 | | F&G Annuities & Life, Inc. | Financial Services | Feb 19, 2026 | $0.91 | $1.20 | -24.2% | -0.4% |
| 12 | | F&G Annuities & Life, Inc. | Financial Services | Feb 19, 2026 | $0.91 | $1.20 | -24.2% | -11.5% |
| 13 | | Federal Agricultural Mortgage Corporation | Financial Services | Feb 19, 2026 | $3.66 | $4.50 | -18.7% | -14.4% |
| 14 | | Shinhan Financial Group Co., Ltd. | Financial Services | Mar 3, 2026 | $0.68 | $0.82 | -17.4% | -2.2% |
| 15 | | Berkshire Hathaway Inc. | Financial Services | Mar 2, 2026 | $4.73 | $5.51 | -14.2% | -4.7% |
| 16 | | Berkshire Hathaway Inc. | Financial Services | Mar 2, 2026 | $7089.43 | $8259.23 | -14.2% | -4.8% |
| 17 | | Berkshire Hathaway Inc. | Financial Services | Feb 28, 2026 | $7089.43 | $8259.23 | -14.2% | -4.9% |
| 18 | | Grupo Cibest S.A. | Financial Services | Feb 23, 2026 | $1.77 | $2.04 | -13.2% | -4.8% |
| 19 | | PACS Group, Inc. | Financial Services | Feb 26, 2026 | $0.43 | $0.48 | -10.4% | -7.1% |
| 20 | | Ryan Specialty Holdings, Inc. | Financial Services | Feb 12, 2026 | $0.45 | $0.50 | -10.0% | -10.1% |
| 21 | | Credicorp Ltd. | Financial Services | Feb 12, 2026 | $5.88 | $6.50 | -9.5% | -4.0% |
| 22 | | Jefferson Capital, Inc. Common Stock | Financial Services | Mar 12, 2026 | $0.65 | $0.71 | -8.4% | -4.6% |
| 23 | | Essent Group Ltd. | Financial Services | Feb 13, 2026 | $1.60 | $1.74 | -8.1% | -4.8% |
| 24 | | Fidelity National Financial, Inc. | Financial Services | Feb 19, 2026 | $1.41 | $1.51 | -6.6% | -7.0% |
| 25 | | Blue Owl Technology Finance Corp. | Financial Services | Feb 18, 2026 | $0.30 | $0.32 | -6.3% | -1.9% |
1ABTCAmerican Bitcoin CorpFeb 26, 2026Mkt Cap$1.1B
EPS Act.-$0.07
EPS Est.$0.02
Surprise-450%
Reaction-2.9%
SectorFinancial Services
2COINCoinbase Global, Inc.Feb 12, 2026Mkt Cap$56.0B
EPS Act.-$2.49
EPS Est.$0.99
Surprise-351%
Reaction+7.3%
SectorFinancial Services
3ERIEErie Indemnity CompanyFeb 23, 2026Mkt Cap$9.9B
EPS Act.-$0.33
EPS Est.$1.59
Surprise-121%
Reaction-5.9%
SectorFinancial Services
4GNWGenworth Financial, Inc.Feb 23, 2026Mkt Cap$3.5B
EPS Act.$0.02
EPS Est.$0.16
Surprise-87.5%
Reaction-2.6%
SectorFinancial Services
5WDWalker & Dunlop, Inc.Feb 26, 2026Mkt Cap$1.8B
EPS Act.$0.28
EPS Est.$1.23
Surprise-77.2%
Reaction-21.9%
SectorFinancial Services
6FIGRFigure Technology Solutions, Inc. Class A Common StockFeb 26, 2026Mkt Cap$7.9B
EPS Act.$0.06
EPS Est.$0.13
Surprise-53.9%
Reaction-27.1%
SectorFinancial Services
7BBARBanco BBVA Argentina S.A.Mar 4, 2026Mkt Cap$3.0B
EPS Act.$0.18
EPS Est.$0.34
Surprise-47.1%
Reaction+2.3%
SectorFinancial Services
8AEGAegon Ltd.Mar 26, 2026Mkt Cap$12.6B
EPS Act.$0.27
EPS Est.$0.48
Surprise-43.7%
Reaction-3.0%
SectorFinancial Services
9AEGAegon Ltd.Feb 19, 2026Mkt Cap$12.6B
EPS Act.$0.27
EPS Est.$0.48
Surprise-43.7%
Reaction-3.5%
SectorFinancial Services
10BHFBrighthouse Financial, Inc.Feb 23, 2026Mkt Cap$3.5B
EPS Act.$3.93
EPS Est.$5.19
Surprise-24.3%
Reaction-3.2%
SectorFinancial Services
11FGNF&G Annuities & Life, Inc.Feb 19, 2026Mkt Cap$4.5B
EPS Act.$0.91
EPS Est.$1.20
Surprise-24.2%
Reaction-0.4%
SectorFinancial Services
12FGF&G Annuities & Life, Inc.Feb 19, 2026Mkt Cap$3.9B
EPS Act.$0.91
EPS Est.$1.20
Surprise-24.2%
Reaction-11.5%
SectorFinancial Services
13AGMFederal Agricultural Mortgage CorporationFeb 19, 2026Mkt Cap$1.9B
EPS Act.$3.66
EPS Est.$4.50
Surprise-18.7%
Reaction-14.4%
SectorFinancial Services
14SHGShinhan Financial Group Co., Ltd.Mar 3, 2026Mkt Cap$32.6B
EPS Act.$0.68
EPS Est.$0.82
Surprise-17.4%
Reaction-2.2%
SectorFinancial Services
15BRK-BBerkshire Hathaway Inc.Mar 2, 2026Mkt Cap$1.0T
EPS Act.$4.73
EPS Est.$5.51
Surprise-14.2%
Reaction-4.7%
SectorFinancial Services
16BRK-ABerkshire Hathaway Inc.Mar 2, 2026Mkt Cap$1568T
EPS Act.$7089.43
EPS Est.$8259.23
Surprise-14.2%
Reaction-4.8%
SectorFinancial Services
17BRK-ABerkshire Hathaway Inc.Feb 28, 2026Mkt Cap$1568T
EPS Act.$7089.43
EPS Est.$8259.23
Surprise-14.2%
Reaction-4.9%
SectorFinancial Services
18CIBGrupo Cibest S.A.Feb 23, 2026Mkt Cap$15.3B
EPS Act.$1.77
EPS Est.$2.04
Surprise-13.2%
Reaction-4.8%
SectorFinancial Services
19PACSPACS Group, Inc.Feb 26, 2026Mkt Cap$6.3B
EPS Act.$0.43
EPS Est.$0.48
Surprise-10.4%
Reaction-7.1%
SectorFinancial Services
20RYANRyan Specialty Holdings, Inc.Feb 12, 2026Mkt Cap$4.0B
EPS Act.$0.45
EPS Est.$0.50
Surprise-10.0%
Reaction-10.1%
SectorFinancial Services
21BAPCredicorp Ltd.Feb 12, 2026Mkt Cap$26.0B
EPS Act.$5.88
EPS Est.$6.50
Surprise-9.5%
Reaction-4.0%
SectorFinancial Services
22JCAPJefferson Capital, Inc. Common StockMar 12, 2026Mkt Cap$1.2B
EPS Act.$0.65
EPS Est.$0.71
Surprise-8.4%
Reaction-4.6%
SectorFinancial Services
23ESNTEssent Group Ltd.Feb 13, 2026Mkt Cap$5.7B
EPS Act.$1.60
EPS Est.$1.74
Surprise-8.1%
Reaction-4.8%
SectorFinancial Services
24FNFFidelity National Financial, Inc.Feb 19, 2026Mkt Cap$12.9B
EPS Act.$1.41
EPS Est.$1.51
Surprise-6.6%
Reaction-7.0%
SectorFinancial Services
25OTFBlue Owl Technology Finance Corp.Feb 18, 2026Mkt Cap$5.2B
EPS Act.$0.30
EPS Est.$0.32
Surprise-6.3%
Reaction-1.9%
SectorFinancial Services