Biggest EPS beats and misses, ranked by post-earnings price reaction. Free data, no paywall.
Ranked by EPS surprise % (highest first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | Walker & Dunlop, Inc. | Financial Services | May 7, 2026 | $1.02— Maintained | $0.06 | +1600% | +2.7% | |
The strength of our first-quarter transaction volumes and earnings is due to the W&D team, our brand, and our market position as one of the very best commercial real estate capital markets firms in the world. | ||||||||
| 2 | Chime Financial, Inc. Class A Common Stock | Financial Services | May 6, 2026 | $0.13↑ Raised | $0.03 | +333% | -8.6% | |
We’re off to a strong start in 2026, exceeding the high end of our revenue guidance, delivering strong incremental margins, and achieving our first quarter of GAAP profitability as a public company. | ||||||||
| 3 | Mizuho Financial Group, Inc. | Financial Services | May 15, 2026 | $0.21 | $0.07 | +200% | -3.5% | |
| 4 | Sumitomo Mitsui Financial Group, Inc. | Financial Services | May 13, 2026 | $0.24 | $0.11 | +118% | -1.8% | |
| 5 | Assured Guaranty Ltd. | Financial Services | May 7, 2026 | $2.50 | $1.50 | +66.7% | -8.5% | |
Assured Guaranty began 2026 with a strong first quarter, said Dominic Frederico, President and CEO. In new business production, year-over-year, we doubled first quarter GWP to $70 million and nearly doubled first | ||||||||
| 6 | Mitsubishi UFJ Financial Group, Inc. | Financial Services | May 21, 2026 | $0.33 | $0.20 | +64.2% | +0.1% | |
| 7 | Mercury General Corporation | Financial Services | May 5, 2026 | $3.50 | $2.15 | +62.8% | +0.6% | |
| 8 | EZCORP, Inc. | Financial Services | Apr 27, 2026 | $0.58 | $0.36 | +61.1% | +1.2% | |
Lachie Given, Chief Executive Officer The second quarter was another exceptional period for EZCORP, delivering record revenue, record PLO, and a 76% increase in adjusted EBITDA. This growth was driven by disciplined execution across all segments, sustained customer demand for immediate cash solutions and high-quality, affordable secondhand goods, together with favorable gold prices and the contribution from SMG. | ||||||||
| 9 | EZCORP, Inc. | Financial Services | May 6, 2026 | $0.58 | $0.36 | +61.1% | -1.6% | |
| 10 | Genworth Financial, Inc. | Financial Services | May 5, 2026 | $0.28 | $0.17 | +60.0% | +3.4% | |
Genworth is off to a solid start in 2026, with first quarter results demonstrating disciplined execution across our businesses, | ||||||||
| 11 | Banco BBVA Argentina S.A. | Financial Services | May 26, 2026 | $0.27 | $0.17 | +58.8% | +14.4% | |
| 12 | Trupanion, Inc. | Financial Services | Apr 30, 2026 | $0.11 | $0.07 | +57.1% | -3.0% | |
Margi Tooth, Chief Executive Officer and President The gap between the cost of veterinary care and what pet parents can reasonably plan for continues to widen. Trupanion is uniquely positioned to meet this moment. Fueled by strong, compounding growth in discretionary profit, we are investing with discipline to broaden our offering, strengthen our competitive positioning, expand choice, and create enduring value for pet parents, veterinarians, and shareholders. | ||||||||
| 13 | Triumph Financial, Inc. | Financial Services | Apr 21, 2026 | $0.23 | $0.15 | +53.3% | -5.9% | |
| 14 | Goosehead Insurance, Inc | Financial Services | Apr 22, 2026 | $0.30— Maintained | $0.20 | +50.0% | +13.7% | |
Mark Miller, CEO This quarter we took another leap forward in building out our industry leading digital distribution platform. | ||||||||
| 15 | Stewart Information Services Corporation | Financial Services | Apr 22, 2026 | $0.78 | $0.52 | +50.0% | +5.5% | |
Fred Eppinger, chief executive officer I am proud of our first quarter results as they reflect the momentum we have built in each of our businesses. | ||||||||
| 16 | The Allstate Corporation | Financial Services | Apr 29, 2026 | $10.65 | $7.31 | +45.7% | +0.4% | |
Tom Wilson, who leads The Allstate Corporation Allstate's strategy and execution capabilities generated strong earnings and increased growth in the first quarter. | ||||||||
| 17 | Hamilton Insurance Group, Ltd. | Financial Services | Apr 30, 2026 | $1.64 | $1.13 | +45.1% | -1.2% | |
| 18 | TWFG, Inc. Common Stock | Financial Services | May 7, 2026 | $0.29— Maintained | $0.20 | +45.0% | +1.1% | |
Our first quarter results demonstrate the strength and consistency of our organic growth engine. We delivered double-digit organic revenue growth and meaningful margin expansion with Adjusted EBITDA Margin improving 650 basis points to 29.1%. | ||||||||
| 19 | Prospect Capital Corporation | Financial Services | May 7, 2026 | $0.16 | $0.11 | +44.3% | -11.2% | |
| 20 | Universal Insurance Holdings, Inc. | Financial Services | Apr 23, 2026 | $2.00 | $1.39 | +43.9% | +15.8% | |
| 21 | F&G Annuities & Life, Inc. | Financial Services | May 13, 2026 | $1.83 | $1.29 | +41.9% | +0.1% | |
The first quarter was a solid start to the year, highlighted by record assets under management before reinsurance of nearly $75 billion fueled by $3.2 billion of gross sales in the quarter, including $2 billion of core sales from indexed annuities, indexed universal life and pension risk transfer, and $1.2 billion of opportunistic funding agreements and multiyear guaranteed annuities. Our high quality, diversified investment portfolio continues to perform extremely well, including our private or | ||||||||
| 22 | CNO Financial Group, Inc. | Financial Services | Apr 30, 2026 | $1.29 | $0.91 | +41.8% | -0.1% | |
Gary C. Bhojwani, CEO CNO is off to a strong start to 2026, building on the momentum from our excellent performance in 2025. | ||||||||
| 23 | Mitsubishi UFJ Financial Group, Inc. | Financial Services | May 15, 2026 | $0.34 | $0.24 | +40.1% | +1.9% | |
| 24 | eToro Group Ltd. | Financial Services | May 12, 2026 | $0.91 | $0.65 | +40.0% | +6.5% | |
| 25 | Bread Financial Holdings, Inc. | Financial Services | Apr 23, 2026 | $4.18 | $3.00 | +39.3% | -6.8% | |
The strength of our first-quarter transaction volumes and earnings is due to the W&D team, our brand, and our market position as one of the very best commercial real estate capital markets firms in the world.
We’re off to a strong start in 2026, exceeding the high end of our revenue guidance, delivering strong incremental margins, and achieving our first quarter of GAAP profitability as a public company.
Assured Guaranty began 2026 with a strong first quarter, said Dominic Frederico, President and CEO. In new business production, year-over-year, we doubled first quarter GWP to $70 million and nearly doubled first
The second quarter was another exceptional period for EZCORP, delivering record revenue, record PLO, and a 76% increase in adjusted EBITDA. This growth was driven by disciplined execution across all segments, sustained customer demand for immediate cash solutions and high-quality, affordable secondhand goods, together with favorable gold prices and the contribution from SMG.
Genworth is off to a solid start in 2026, with first quarter results demonstrating disciplined execution across our businesses,
The gap between the cost of veterinary care and what pet parents can reasonably plan for continues to widen. Trupanion is uniquely positioned to meet this moment. Fueled by strong, compounding growth in discretionary profit, we are investing with discipline to broaden our offering, strengthen our competitive positioning, expand choice, and create enduring value for pet parents, veterinarians, and shareholders.
This quarter we took another leap forward in building out our industry leading digital distribution platform.
I am proud of our first quarter results as they reflect the momentum we have built in each of our businesses.
Allstate's strategy and execution capabilities generated strong earnings and increased growth in the first quarter.
Our first quarter results demonstrate the strength and consistency of our organic growth engine. We delivered double-digit organic revenue growth and meaningful margin expansion with Adjusted EBITDA Margin improving 650 basis points to 29.1%.
The first quarter was a solid start to the year, highlighted by record assets under management before reinsurance of nearly $75 billion fueled by $3.2 billion of gross sales in the quarter, including $2 billion of core sales from indexed annuities, indexed universal life and pension risk transfer, and $1.2 billion of opportunistic funding agreements and multiyear guaranteed annuities. Our high quality, diversified investment portfolio continues to perform extremely well, including our private or
CNO is off to a strong start to 2026, building on the momentum from our excellent performance in 2025.
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | Coinbase Global, Inc. | Financial Services | May 7, 2026 | -$1.49 | $0.06 | -2435% | +1.6% | |
| 2 | Hagerty, Inc. | Financial Services | May 6, 2026 | -$0.04— Maintained | $0.01 | -500% | +0.1% | |
First quarter results and the breadth of momentum across our ecosystem give us increasing confidence in our full year outlook that we reaffirmed today. | ||||||||
| 3 | Oxford Lane Capital Corp. 7.95% Notes due 2032 | Financial Services | May 22, 2026 | -$6.23 | $2.26 | -376% | -0.0% | |
| 4 | Apollo Global Management, Inc. | Financial Services | Apr 30, 2026 | -$3.24 | $2.14 | -251% | +0.1% | |
| 5 | Gladstone Investment Corporation | Financial Services | May 12, 2026 | -$0.27 | $0.21 | -226% | -0.2% | |
| 6 | Fidelis Insurance Holdings Limited | Financial Services | May 13, 2026 | -$0.41 | $0.75 | -155% | +15.3% | |
| 7 | Safety Insurance Group, Inc. | Financial Services | May 6, 2026 | -$0.72 | $1.45 | -150% | -2.0% | |
The first quarter results were significantly impacted by two winter weather events. Beginning on January 23, 2026, the Northeast region experienced a nor’easter storm, bringing blizzard conditions including excess snowfall, subzero windchill temperatures, and wind gusts reaching seventy-five miles per hour. | ||||||||
| 8 | Upstart Holdings, Inc. | Financial Services | May 5, 2026 | -$0.07— Maintained | $0.39 | -118% | -10.6% | |
In Q1, we grew originations 61% and revenue 44% year-over-year - putting us comfortably on track to deliver on our full year outlook. We advanced our AI models, applied for a national bank charter, and grew rapidly in home | ||||||||
| 9 | Kemper Corporation 5.875% Fixed | Financial Services | May 5, 2026 | -$0.03 | $0.79 | -104% | +0.0% | |
Our results this quarter reflect continued pressure in parts of the business, particularly California personal auto, while other areas of the portfolio are performing well and contributing positively. We are taking decisive actions across underwriting, claims, and expense to return the business to profitability. | ||||||||
| 10 | Brookfield Business Corporation | Financial Services | May 8, 2026 | $0.19 | $1.31 | -85.5% | -5.4% | |
| 11 | Freedom Holding Corp. | Financial Services | Jun 1, 2026 | $0.13 | $0.87 | -85.1% | +10.5% | |
| 12 | Kemper Corporation | Financial Services | May 6, 2026 | $0.21 | $0.81 | -74.1% | -10.6% | |
Our results this quarter reflect continued pressure in parts of the business, particularly California personal auto, while other areas of the portfolio are performing well and contributing positively. | ||||||||
| 13 | Kemper Corporation 5.875% Fixed | Financial Services | May 6, 2026 | $0.21 | $0.79 | -73.5% | -0.9% | |
| 14 | Futu Holdings Limited | Financial Services | May 28, 2026 | $0.77 | $2.89 | -73.4% | -4.8% | |
| 15 | Oaktree Capital Group, LLC | Financial Services | May 12, 2026 | $0.27 | $0.98 | -72.5% | -2.0% | |
| 16 | Oaktree Capital Group, LLC 6.625% PFD UT A | Financial Services | May 12, 2026 | $0.27 | $0.98 | -72.5% | -1.4% | |
| 17 | Bitmine Immersion Technologies, Inc. | Financial Services | Apr 14, 2026 | $0.05 | $0.18 | -72.2% | +3.9% | |
| 18 | Perella Weinberg Partners | Financial Services | May 1, 2026 | $0.05 | $0.17 | -69.7% | -14.9% | |
| 19 | Hercules Capital Inc | Financial Services | Apr 30, 2026 | $0.23 | $0.48 | -52.0% | -0.2% | |
| 20 | Prudential Financial, Inc. 5.62 | Financial Services | May 5, 2026 | $1.72 | $3.36 | -48.8% | +0.3% | |
We delivered a solid first quarter, reflecting the progress we have made over the past year to operate with greater consistency and discipline, said Andy Sullivan, Chairman and Chief Executive Officer of Prudential Financial. | ||||||||
| 21 | Prudential Financial, Inc. 5.95 | Financial Services | May 5, 2026 | $1.72 | $3.36 | -48.8% | -0.0% | |
| 22 | Embraer S.A. | Financial Services | May 8, 2026 | $0.16 | $0.29 | -44.8% | -11.0% | |
| 23 | CNA Financial Corporation | Financial Services | May 4, 2026 | $0.83 | $1.49 | -44.3% | -7.2% | |
In the first quarter we achieved $225 million of core income buoyed by strong investment income and reinforcing our unwavering focus on underwriting discipline. The fundamentals of our business remain strong as we execute deliberate strategies to optimize our portfolio at a time when the industry is experiencing pressure on growth, rate and loss cost trends. | ||||||||
| 24 | The Western Union Company | Financial Services | Apr 24, 2026 | $0.25— Maintained | $0.40 | -37.5% | +0.4% | |
Devin McGranahan, President and Chief Executive Officer First quarter results reflect the continued challenges in our Americas retail business as well as a few discrete items affecting the quarter, | ||||||||
| 25 | Unum Group 6.250% JR NT58 | Financial Services | Apr 28, 2026 | $1.41 | $2.08 | -32.2% | -0.6% | |
Richard P. McKenney, president and chief executive officer The first quarter marked a strong start to the year, with solid top and bottom line performance across our businesses. | ||||||||
First quarter results and the breadth of momentum across our ecosystem give us increasing confidence in our full year outlook that we reaffirmed today.
The first quarter results were significantly impacted by two winter weather events. Beginning on January 23, 2026, the Northeast region experienced a nor’easter storm, bringing blizzard conditions including excess snowfall, subzero windchill temperatures, and wind gusts reaching seventy-five miles per hour.
In Q1, we grew originations 61% and revenue 44% year-over-year - putting us comfortably on track to deliver on our full year outlook. We advanced our AI models, applied for a national bank charter, and grew rapidly in home
Our results this quarter reflect continued pressure in parts of the business, particularly California personal auto, while other areas of the portfolio are performing well and contributing positively. We are taking decisive actions across underwriting, claims, and expense to return the business to profitability.
Our results this quarter reflect continued pressure in parts of the business, particularly California personal auto, while other areas of the portfolio are performing well and contributing positively.
We delivered a solid first quarter, reflecting the progress we have made over the past year to operate with greater consistency and discipline, said Andy Sullivan, Chairman and Chief Executive Officer of Prudential Financial.
In the first quarter we achieved $225 million of core income buoyed by strong investment income and reinforcing our unwavering focus on underwriting discipline. The fundamentals of our business remain strong as we execute deliberate strategies to optimize our portfolio at a time when the industry is experiencing pressure on growth, rate and loss cost trends.
First quarter results reflect the continued challenges in our Americas retail business as well as a few discrete items affecting the quarter,
The first quarter marked a strong start to the year, with solid top and bottom line performance across our businesses.