RDN

WAYNE, Pa., July 17, 2026--(BUSINESS WIRE)--Radian Group Inc. (NYSE: RDN) today announced that it will hold a conference call on Thursday, August 6, 2026, at 10:00 a.m. Eastern time to discuss the company’s second quarter 2026 results, which will be announced after the market closes on Wednesday, August 5, 2026. The conference call will be webcast live on the company’s website at https://www.radian.com/for-investors/investor-events or at radian.com. The webcast is listen-only. Those interested in participating in the question-and-answer session should follow the conference call dial-in instructions below. The call may be accessed via telephone by registering for the call here to receive the dial-in numbers and unique PIN. It is recommended that you join 10 minutes prior to the event start (although you may register and dial in at any time during the call). A digital replay of the webcast will be available on Radian’s website approximately two hours after the live broadcast ends for a period of one year at https://www.radian.com/for-investors/investor-events. In addition to the information provided in the company's earnings news release, other statistical and financial information, which is expected to be referred to during the conference call, will be available on Radian's website at https://www.radian.com/for-investors/quarterly-results. About Radian Radian Group Inc. (NYSE: RDN) is a trusted, global multi-line specialty insurer that helps businesses navigate risk with confidence. Built on financial strength and disciplined risk management, Radian brings clarity to complex risk decisions through its proprietary view of risk and a global perspective. Visit radian.com to learn how our collaborative and customer-centric culture transforms risk into a world of opportunity. View source version on businesswire.com: https://www.businesswire.com/news/home/20260716067377/en/ Contacts For Investors Bob Lally – Phone: 215.231.1570Email: [email protected] For the Media Rashi Iyer – Phone: 215.231.1167Email: [email protected]

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at property & casualty insurance stocks, starting with Radian Group (NYSE:RDN). Property & Casualty (P&C) insurers protect individuals and businesses against financial loss from damage to property or from legal liability. This is a cyclical industry, and the sector benefits when there is 'hard market', characterized by strong premium rate increases that outpace loss and cost inflation, resulting in robust underwriting margins. The opposite is true in a 'soft market'. Interest rates also matter, as they determine the yields earned on fixed-income portfolios. On the other hand, P&C insurers face a major secular headwind from the increasing frequency and severity of catastrophe losses due to climate change. Furthermore, the liability side of the business is pressured by 'social inflation'—the trend of rising litigation costs and larger jury awards. The 32 property & casualty insurance stocks we track reported a mixed Q1. As a group, revenues beat analysts’ consensus estimates by 1.9%. Luckily, property & casualty insurance stocks have performed well with share prices up 12.5% on average since the latest earnings results. Founded during the housing boom of 1977 and weathering multiple real estate cycles since, Radian Group (NYSE:RDN) provides mortgage insurance and real estate services, helping lenders manage risk and homebuyers achieve affordable homeownership. Radian Group reported revenues of $475.2 million, up 48.9% year on year. This print exceeded analysts’ expectations by 12.8%. Overall, it was a strong quarter for the company. “This quarter marks a defining milestone for Radian, our first as a global multi-line specialty insurer following the successful acquisition of Inigo. By uniting two world-class insurance businesses, we have created a more diversified and resilient enterprise, as reflected in our exceptional first quarter results,” said Radian Chief Executive Officer Rick Thornberry. Interestingly, the stock is up 6.9% since reporting and currently trades at $38.20. Is now the time to buy Radian Group? Access our full analysis of the earnings results here, it’s free. Founded in 1893 during America's westward expansion when property records were often disputed, Stewart Information Services (NYSE:...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. After more than doubling investors' money over the past five years, Radian Group now sits around US$37.94. The key question is whether that strong track record is already fully reflected in the price or if the stock still offers value based on current checks. Radian Group has returned 106.2% over five years, which puts recent valuation concerns in the context of a stock that has already rewarded long term holders. For valuation, the main support can come from how consistently the business converts its core operations into earnings. A key risk is that any slowdown in those earnings or a weaker credit cycle would quickly challenge today's multiples. On Simply Wall St's broader checks, Radian Group screens as inexpensive in most areas, with the company judged undervalued on 5 out of 6 valuation tests, which points to the shares leaning cheap rather than fully priced. The issue now is whether Radian Group's recent gains and current market multiples still leave enough valuation upside to make the stock attractive today. Radian Group delivered 6.2% returns over the last year. See how this stacks up to the rest of the Diversified Financial industry. The P/E ratio is a useful way to gauge what investors are currently willing to pay for each dollar of Radian Group's earnings. At around 8.5x, Radian Group trades slightly below the peer average of 8.7x and at a much steeper discount to the wider diversified financial industry average of 15.7x. This points to a relatively cautious earnings multiple being applied by the market. Simply Wall St's fair P/E ratio for Radian Group is 13.0x, reflecting what the share could trade on when its earnings profile, size and risk characteristics are taken into account. Compared with the current 8.5x, this suggests the stock is priced at a sizable discount to that tailored benchmark, even before comparing it with the higher industry average. On this P/E measure, Radian Group stock currently screens as undervalued. See what the numbers say about this price — find out in our valuation breakdown. Simply Wall St Narratives for Radian Group pick up where the valuation puzzle leaves off by spelling out which assumptions on Radian Group's future growth, margins and earnings would need to hold for the stock to be worth meaningfully more...

It has been about a month since the last earnings report for Radian (RDN). Shares have lost about 10.7% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Radian due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Radian Group Inc. before we dive into how investors and analysts have reacted as of late. Radian Q1 Earnings & Revenues Top Estimates, Premiums Rise Y/YRadian Group Inc. reported first-quarter 2026 adjusted operating income of $1.27 per share, which beat the Zacks Consensus Estimate by 8.5%. The bottom line improved 28.3% year over year. Operating revenues increased 55.2% year over year to $475 million, driven by higher premiums earned and net investment income. The top line surpassed the Zacks Consensus Estimate by 57.2%.The better-than-expected quarterly results benefited from higher premiums earned, solid investment income, growth in new insurance written and higher mortgage insurance in force. However, elevated expenses and higher primary loan defaults remained headwinds. Net premiums earned were $403 million, up 72.2% year over year. Net investment income rose 14.8% year over year to $70 million, supported by higher short-term investment balances and maturities, partially offset by securities. MI's new insurance written increased 42% year over year to $13.5 billion.Primary mortgage insurance in force rose 3% year over year to $282 billion, which beat the Zacks Consensus Estimate by 1.2%. Persistency — the percentage of mortgage insurance remaining in force after 12 months — was 81.3% as of March 31, 2025, down 110 basis points year over year.Primary delinquent loans represented 2.51% of primary loans in default as of March 31, 2026, compared with 2.33% in the prior-year quarter. Total expenses soared 204.5% year over year to $292.7 million. The expense ratio improved 120 basis points year over year to 20%, reflecting enhanced operating leverage. As of March 31, 2026, Radian reported cash of $55.4 million, surged 123.3% from the 2025-end level. Total assets increased 31.2% to $10.7 billion from the 2025-end level.Book value per share rose 10% year over year to $35.67. Shareholders’ equity increased 0.6% to $4.8 billion from the...

Radian Group Inc. (NYSE:RDN) is included among the 10 Best June Dividend Stocks to Buy. On May 22, RBC Capital initiated coverage of Radian Group Inc. (NYSE:RDN) with an Outperform rating and a $47 price target. The firm expressed a positive view on the company’s “transformative” acquisition of Inigo. According to the analyst, diversifying Radian’s business away from private mortgage insurance could support earnings growth above peers and lead to a stock re-rating closer to property and casualty insurance multiples. RBC also said the company’s Investor Day on June 4 could act as a near-term catalyst for the shares. During Radian Group’s Q1 2026 earnings call, CEO and Director Thornberry said the company had resumed opportunistic share repurchases. He added that the move was supported by the strength of Radian’s balance sheet, even after completing the $1.7 billion acquisition of Inigo. He also noted that the company would host its first Investor Day as a global multiline insurer on June 4 in New York City. Senior EVP and Interim CFO Dan Kobell said the company generated GAAP net income from continuing operations of $129 million, or $0.93 per share, during the quarter. He added that adjusted net operating earnings per share increased to $1.27.Kobell also said Radian was changing its segment reporting structure. The company will now report operations under two insurance segments, Mortgage and Specialty, along with a corporate category. He further noted that all prior periods had been restated to reflect the new structure. Radian Group Inc. (NYSE:RDN) is a diversified mortgage and real estate services company. The company provides mortgage insurance and other products and services to the real estate and mortgage finance industries. While we acknowledge the potential of RDN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: Dividend Stock Portfolio For Retirement: Top 12 Stock Picks and 10 Best Stocks Under $15 to Buy Right Now Disclosure: None. Follow Insider Monkey on Google News.

WAYNE, Pa., May 21, 2026--(BUSINESS WIRE)--Radian Group Inc. (NYSE: RDN) announced today that its stockholders re-elected all eleven of the company’s director nominees, who serve one-year terms and are elected annually. As previously disclosed, Gregory Serio, a director of the company since 2012, retired at the end of his current term following today’s 2026 Annual Meeting. Serio’s retirement comes after a successful tenure during which Radian transformed into a global multi-line specialty insurer. "Greg's expertise in the insurance industry, risk management, and corporate governance has been a true asset to our Board. We are grateful for his years of dedicated service and his many contributions to this organization, and we wish him the very best in what lies ahead," said Howard B. Culang, Non-Executive Board Chair. In addition to the election of directors, the company’s stockholders approved all other proposals recommended by the Board of Directors and presented for vote at Radian’s 2026 Annual Meeting, consisting of an advisory proposal to approve the compensation of Radian’s named executive officers ("say-on-pay"), a new equity compensation plan for Radian and ratifying the appointment of PricewaterhouseCoopers LLP as the company’s independent auditors for 2026. The company’s Board of Directors also approved a regular quarterly dividend on its common stock in the amount of $0.255 per share, payable June 17, 2026, to stockholders of record as of June 2, 2026. About Radian Radian Group Inc. (NYSE: RDN) is a trusted, global multi-line specialty insurer that helps businesses navigate risk with confidence. Built on financial strength and disciplined risk management, Radian brings clarity to complex risk decisions through its proprietary view of risk and a global perspective. Visit radian.com to learn how our collaborative and customer-centric culture transforms risk into a world of opportunity. View source version on businesswire.com: https://www.businesswire.com/news/home/20260521709694/en/ Contacts For Investors: Bob Lally – Phone: 215.231.1570Email: [email protected] For the Media: Rashi Iyer - Phone 215.231.1167email: [email protected]

Radian Group’s first quarter was marked by a positive market response, with management attributing performance to both its core Mortgage Insurance business and the first-time contribution from the acquired specialty insurer, Inigo. CEO Richard Thornberry highlighted that, despite only two months of Inigo’s results being included, the new Specialty Insurance segment enhanced overall diversification and earnings stability. The company also cited ongoing improvements in credit quality and cost efficiency in its mortgage portfolio as supportive factors. Thornberry emphasized, “Our high-quality Mortgage Insurance portfolio continues to demonstrate strong credit performance with significant embedded value.” Is now the time to buy RDN? Find out in our full research report (it’s free). Revenue: $468.2 million vs analyst estimates of $421.3 million (46.6% year-on-year growth, 11.2% beat) Adjusted EPS: $1.23 vs analyst estimates of $1.20 (2.4% beat) Market Capitalization: $4.95 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Graham (KBW) questioned whether Inigo’s partial-quarter results represented a sustainable run rate. CFO Dan Kobell explained that seasonality and competitive factors could affect future specialty results, and full guidance would be addressed at the upcoming Investor Day. Mihir Bhatia (Bank of America) asked about balancing share buybacks with debt reduction. Kobell clarified that the company expects continued execution on both fronts, with $200–$250 million available for opportunistic repurchases after dividends and debt payments. Mihir Bhatia (Bank of America) inquired about handling a $450 million Senior Note due in March 2027. Kobell indicated the likely path is refinancing, stating comfort with leverage in the high teens after paying down the credit facility. Mihir Bhatia (Bank of America) probed rising claim severity in mortgage insurance. Kobell attributed the trend to higher loan balances and changes in claims mix, but noted severity remains favorable compared to pre-COVID levels. Mihir Bhatia (Bank of America) sought clarity on softening specialty insurance pricing. CEO Richard Thornberry...

Interested in Radian Group Inc.? Here are five stocks we like better. Radian Group reported a strong first quarter after closing its $1.7 billion Inigo acquisition, with adjusted net operating earnings of $1.27 per share, up 22% year over year, and revenue up 58% to $466 million. The company’s mortgage insurance business remained solid, with insurance in force up 3% to $282 billion, new insurance written up 42%, and favorable credit trends as cures exceeded new defaults and reduced the portfolio default rate to 2.51%. Radian’s new specialty segment posted an 85% combined ratio in its first partial quarter, while management resumed capital returns through $115 million of share repurchases and said it expects at least $600 million in dividends from Radian Guaranty in 2026. 3 Undervalued Dividend Payers For Volatile Market Conditions Radian Group (NYSE:RDN) said its first quarter of 2026 marked the company’s first reporting period as a “global multi-line specialty insurer” following the early February closing of its $1.7 billion acquisition of Inigo, a specialty insurance carrier operating through the Lloyd’s market. Chief Executive Officer Rick Thornberry said the company is now operating across two “complementary, non-correlated insurance businesses,” mortgage insurance and specialty insurance, each with separate risk and return characteristics. He said Inigo contributed meaningfully to results despite being included for only two months of the quarter. → Rocket Lab Just Hit a New All-Time High—Time to Buy or Let It Breathe? “This quarter is not about declaring victory. It’s about establishing momentum,” Thornberry said. He added that Radian believes the combination of its mortgage insurance platform and Inigo’s specialty insurance business can create “a more resilient, more flexible, and more valuable future.” Senior Executive Vice President and Interim Chief Financial Officer Dan Kobell said Radian generated net income from continuing operations of $129 million, or $0.93 per share, on a GAAP basis. Return on equity was 10.8%. → MP Materials Is Quietly Building a Rare Earth Powerhouse Kobell said GAAP results included certain one-time costs tied to the Inigo transaction, as well as non-cash amortization and purchase accounting adjustments. Adjusted net operating earnings were $1.27 per share, up 22% from a year earlier, while adjusted net operating return on...

Image source: The Motley Fool. Thursday, May 7, 2026 at 11 a.m. ET Chief Executive Officer — Richard Thornberry Senior Executive Vice President & Chief Financial Officer — Daniel Kobell Richard Thornberry: Thank you for joining us today. This quarter marks an important and defining moment for Radian. Our first is a global multiline specialty insurer. We believe this is the beginning of a new and exciting journey. I'm happy to report we are off to a strong start. In the first quarter, our Mortgage Insurance business continued to deliver strong operating performance. We resumed our opportunistic share repurchases, reflecting our continued commitment to disciplined capital management. And importantly, in early February, we successfully completed the closing of the Inigo acquisition, a highly strategic and complementary specialty insurance business, thereby bringing together 2 world-class teams focused on building Radian into the future as a more diversified insurance enterprise. . With the addition of Inigo, we now operate across 2 complementary noncorrelated insurance businesses, each with its own earnings and distinct risk and return dynamics. We believe this structure expands our growth opportunities and enhances our ability to deploy capital to an attractive risk-adjusted returns. Our financial performance this quarter reflects the first in which the earnings from both our Mortgage Insurance business and our newly acquired Specialty Insurance business, Inigo, are combined. It's important to note that the Inigo's financial results represent only the 2 months since the early February closing rather than the full quarter. The performance of our Mortgage Insurance business from an earnings and capital generation perspective was consistent with the fundamentals that we have discussed in the past. Our high-quality Mortgage Insurance portfolio continues to demonstrate strong credit performance with significant embedded value. We continue to leverage our proprietary data and analytics and disciplined underwriting processes to add new business with attractive economic value, and we remain focused on improving the efficiency and effectiveness of our operational processes to enhance service and reduce costs, all of which we believe supports the important financial and strategic foundation that our Mortgage Insurance business provides today and into the future. In term...

Transitioned to a global multiline specialty insurer following the $1.7 billion acquisition of Inigo, creating two noncorrelated insurance segments. Mortgage Insurance continues to serve as a foundational business, generating consistent earnings and capital to support enterprise-wide growth and shareholder returns. The Specialty segment, represented by Inigo, provides access to global Lloyd's market products with distinct risk-return dynamics and different market cycles. Management emphasizes a 'cycle management' philosophy, prioritizing underwriting profitability and risk-adjusted returns over pure volume growth in both segments. Operational efficiency remains a core focus, evidenced by a 6% year-over-year decline in Mortgage segment operating expenses. The integration of Inigo leverages proprietary data and analytics to drive prudent risk selection across a broader set of global specialty and reinsurance products. Expects to receive at least $600 million in dividends from Radian Guaranty to the holding company during 2026. Anticipates approximately $200 million to $250 million in full-year excess capital available for opportunistic share repurchases. Plans to repay the remaining $150 million outstanding on the revolving credit facility in full during 2026. Targets a holding company leverage ratio below 20% by year-end 2026, down from the current 20.2%. Divestiture of non-core entities held for sale is expected to be completed by the end of the third quarter of 2024. Implemented new segment reporting framework consisting of Mortgage, Specialty, and Corporate categories to enhance transparency. Inigo's first-quarter results reflect only two months of ownership (February and March) following the early February closing. Management noted a more competitive environment in property insurance and reinsurance lines, leading to a softening of market pricing, though they emphasized that underwriting profitability remains strong and rate adequacy is still very good in many areas. Mortgage claim severity has trended higher due to a mix shift toward newer loans with higher balances and fluctuating home price appreciation benefits. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Management provided January results for Inigo to help establish a baseline, noting that th...

Radian (RDN) came out with quarterly earnings of $1.27 per share, beating the Zacks Consensus Estimate of $1.17 per share. This compares to earnings of $0.99 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.55%. A quarter ago, it was expected that this mortgage insurer would post earnings of $1.11 per share when it actually produced earnings of $1.16, delivering a surprise of +4.5%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Radian, which belongs to the Zacks Insurance - Multi line industry, posted revenues of $475.22 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 57.20%. This compares to year-ago revenues of $306.29 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Radian shares have lost about 1.1% since the beginning of the year versus the S&P 500's gain of 6%. While Radian has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Radian was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be in...

WAYNE, Pa. (AP) — WAYNE, Pa. (AP) — Radian Group Inc. (RDN) on Wednesday reported earnings of $124.1 million in its first quarter. The Wayne, Pennsylvania-based company said it had net income of 89 cents per share. Earnings, adjusted for non-recurring costs and to account for discontinued operations, came to $1.27 per share. The mortgage insurer posted revenue of $466.3 million in the period. Its adjusted revenue was $475.2 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on RDN at https://www.zacks.com/ap/RDN