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 | $0.46— Maintained | $0.06 | +667% | +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 | 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 | ||||||||
| 4 | Mercury General Corporation | Financial Services | May 5, 2026 | $3.50 | $2.15 | +62.8% | +0.6% | |
| 5 | 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. | ||||||||
| 6 | 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, | ||||||||
| 7 | Triumph Financial, Inc. | Financial Services | Apr 21, 2026 | $0.23 | $0.15 | +53.3% | -5.9% | |
| 8 | Hamilton Insurance Group, Ltd. | Financial Services | Apr 30, 2026 | $1.64 | $1.09 | +50.5% | -1.2% | |
| 9 | 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. | ||||||||
| 10 | Western Alliance Bancorporation | Financial Services | Apr 21, 2026 | $2.22 | $1.48 | +50.0% | -1.4% | |
| 11 | 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. | ||||||||
| 12 | Prospect Capital Corporation | Financial Services | May 7, 2026 | $0.16 | $0.11 | +44.3% | -11.2% | |
| 13 | Universal Insurance Holdings, Inc. | Financial Services | Apr 23, 2026 | $2.00 | $1.39 | +43.9% | +15.8% | |
| 14 | 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 | ||||||||
| 15 | 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. | ||||||||
| 16 | Circle Internet Group | Financial Services | May 11, 2026 | $0.21— Maintained | $0.15 | +40.0% | +8.8% | |
Circle's first quarter reflected strong execution against a much bigger opportunity: the rapid convergence of AI platforms and economic operating systems into a new internet stack. | ||||||||
| 17 | eToro Group Ltd. | Financial Services | May 12, 2026 | $0.91 | $0.65 | +40.0% | +6.5% | |
| 18 | Bread Financial Holdings, Inc. | Financial Services | Apr 23, 2026 | $4.18 | $3.00 | +39.3% | -6.8% | |
| 19 | Evercore Inc. | Financial Services | Apr 29, 2026 | $7.53 | $5.57 | +35.2% | -5.6% | |
| 20 | SLM Corporation | Financial Services | Apr 23, 2026 | $1.54↑ Raised | $1.14 | +35.1% | +3.2% | |
Jonathan Witter, CEO Our first quarter results underscore the strength and durability of our strategy and franchise. We’re delivering strong performance today while positioning the organization well to capitalize on significant long-term growth opportunities in private education lending now and in the future. | ||||||||
| 21 | Virtu Financial, Inc. | Financial Services | Apr 29, 2026 | $2.24 | $1.66 | +34.9% | +1.5% | |
| 22 | Flagstar Financial, Inc. | Financial Services | Apr 24, 2026 | $0.04 | $0.03 | +33.3% | -2.4% | |
| 23 | United Fire Group, Inc. | Financial Services | May 5, 2026 | $1.16— Maintained | $0.87 | +33.3% | +9.6% | |
UFG is off to a terrific start in 2026, achieving record net written premium, improved underwriting profitability and higher investment income in the first quarter. | ||||||||
| 24 | Atlanticus Holdings Corporation | Financial Services | May 7, 2026 | $2.23 | $1.69 | +31.9% | +9.0% | |
| 25 | Morningstar, Inc. | Financial Services | Apr 29, 2026 | $3.18 | $2.41 | +31.9% | -8.2% | |
Kunal Kapoor, CEO In the first quarter, we created significant value, growing operating and adjusted operating income by more than 30%, while reducing shares outstanding by roughly 4% for a total of more than 10% over the past 12 months. | ||||||||
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,
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.
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.
Circle's first quarter reflected strong execution against a much bigger opportunity: the rapid convergence of AI platforms and economic operating systems into a new internet stack.
Our first quarter results underscore the strength and durability of our strategy and franchise. We’re delivering strong performance today while positioning the organization well to capitalize on significant long-term growth opportunities in private education lending now and in the future.
UFG is off to a terrific start in 2026, achieving record net written premium, improved underwriting profitability and higher investment income in the first quarter.
In the first quarter, we created significant value, growing operating and adjusted operating income by more than 30%, while reducing shares outstanding by roughly 4% for a total of more than 10% over the past 12 months.
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 | American Bitcoin Corp | Financial Services | May 6, 2026 | -$0.08 | $0.01 | -900% | -4.1% | |
| 3 | 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. | ||||||||
| 4 | Apollo Global Management, Inc. | Financial Services | Apr 30, 2026 | -$3.24 | $2.14 | -251% | +0.1% | |
| 5 | Burford Capital Limited | Financial Services | May 8, 2026 | -$0.17 | $0.17 | -199% | -7.7% | |
| 6 | 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. | ||||||||
| 7 | 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. | ||||||||
| 8 | Brookfield Business Corporation | Financial Services | May 8, 2026 | $0.19 | $1.31 | -85.5% | -5.4% | |
| 9 | 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. | ||||||||
| 10 | Perella Weinberg Partners | Financial Services | May 1, 2026 | $0.05 | $0.17 | -69.7% | -14.9% | |
| 11 | Hercules Capital, Inc. | Financial Services | Apr 30, 2026 | $0.23 | $0.48 | -52.0% | -0.2% | |
| 12 | 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. | ||||||||
| 13 | Prudential Financial, Inc. 5.95 | Financial Services | May 5, 2026 | $1.72 | $3.36 | -48.8% | -0.0% | |
| 14 | Embraer S.A. | Financial Services | May 8, 2026 | $0.16 | $0.29 | -44.8% | -11.0% | |
| 15 | 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, | ||||||||
| 16 | CNA Financial Corporation | Financial Services | May 4, 2026 | $0.83 | $1.30 | -36.1% | -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. | ||||||||
| 17 | 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. | ||||||||
| 18 | Woori Financial Group Inc. | Financial Services | Apr 24, 2026 | $1.59 | $2.27 | -30.0% | -4.4% | |
| 19 | Beacon Financial Corp. | Financial Services | Apr 23, 2026 | $0.60 | $0.84 | -28.6% | +0.0% | |
| 20 | Nelnet, Inc. | Financial Services | May 7, 2026 | $1.94 | $2.66 | -27.1% | -12.8% | |
We’re off to a strong start in 2026, with every business segment performing at a high level. We completed our Canadian acquisition in February, and integration is proceeding well. | ||||||||
| 21 | International General Insurance Holdings Ltd. | Financial Services | May 5, 2026 | $0.49 | $0.67 | -26.6% | +6.5% | |
| 22 | Horizon Technology Finance Corp | Financial Services | Apr 29, 2026 | $0.19↑ Raised | $0.25 | -24.9% | -0.5% | |
Mike Balkin, Chief Executive Officer of Horizon We are thrilled to have successfully completed our merger with MRCC and are excited to accelerate the next chapter of Horizon, | ||||||||
| 23 | Goldman Sachs BDC, Inc. | Financial Services | May 7, 2026 | $0.22 | $0.29 | -24.1% | -8.6% | |
| 24 | Nomura Holdings, Inc. | Financial Services | Apr 24, 2026 | $0.16 | $0.21 | -23.8% | -6.2% | |
| 25 | Coastal Financial Corporation | Financial Services | Apr 29, 2026 | $0.78 | $1.02 | -23.5% | -12.8% | |
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.
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.
First quarter results reflect the continued challenges in our Americas retail business as well as a few discrete items affecting the quarter,
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.
The first quarter marked a strong start to the year, with solid top and bottom line performance across our businesses.
We’re off to a strong start in 2026, with every business segment performing at a high level. We completed our Canadian acquisition in February, and integration is proceeding well.
We are thrilled to have successfully completed our merger with MRCC and are excited to accelerate the next chapter of Horizon,