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Enstar Group (ESGR) to Gain From Pavonia Holdings' Sale

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Enstar Group Limited (ESGR - Free Report) recently completed the transaction of divesting its subsidiary, Pavonia Holdings (US), Inc. to a unit of Global Bankers Insurance Group, the insurance and reinsurance group of companies of Eli Global, LLC. Earlier announced on Feb 17, 2017, this transaction was completed for an aggregate amount of $120 million.

Apart from owning Enstar Life (US), Inc., a subsidiary of Enstar Group, Pavonia Holdings also owns Pavonia Life Insurance Company of Michigan and Pavonia Life Insurance Company of New York. Initially, Enstar Group purchased Pavonia Holdings from HSBC Finance in 2013.

Benefits of the Transaction

Enstar Group has largely benefited from the purchase of Pavonia Holdings as the acquired company’s enhanced processes as well as its efficient and effective systems have greatly steered the Multi line insurer’s overall growth. Moreover, the buyout has substantially boosted Pavonia Holdings’ value to lend Enstar Group the required confidence to sell this robust business to a reputed and capable investor. Hence, this transaction only vouches for Pavonia Holdings’ efforts under Enstar Group’s leadership.

With the divestment of Pavonia Holdings, which qualifies as discontinued operations and held-for-sale, Enstar Group will no longer continue to have annuity products and will be able to focus more on the non-life run off business. On completion, the proceeds from the sale are anticipated to pay down Enstar Group’s revolving credit facility.

Share Price Movement

Shares of Enstar Group have lost 1.8% in a year, underperforming the industry’s increase of 7.8%. However, we expect sustained operational performance and a solid capital position to turn the stock around in the near term.



Stocks to Consider

Investors interested in stocks worth considering from the insurance industry can check out Manulife Financial Corporation (MFC - Free Report) , MGIC Investment Corporation (MTG - Free Report) , Primerica, Inc. (PRI - Free Report) and Athene Holding Ltd. , each holding a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.  

Manulife Financial provides financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions in Asia, Canada, and the United States. The company came up with positive surprises in all of the last four quarters with an average beat of 10.75%.

MGIC Investment provides private mortgage insurance and ancillary services to lenders and government sponsored entities in the United States. The company delivered a four-quarter average positive surprise of 27.11%.

Primerica distributes financial products to middle-income households in the United States and Canada. The company pulled off positive surprises in two of the last four quarters with an average beat of 0.96%.

Athene Holding issues, reinsures and acquires retirement savings products designed for individuals and institutions seeking to fund retirement needs in the United States, the District of Columbia and Germany. The company delivered positive surprises in all the trailing four quarters with an average beat of 24.07%.

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