US · Financial Services · Insurance - Specialty
EPS came in at 1.44 against a street estimate of 1.27 — a beat of 13.4%.
Analysts rate Radian Group Inc a buy (5 buy, 2 hold, 0 sell out of 7) with an average price target of $42.57.
CONFIDENT Radian doubled revenues to $575M via Intego acquisition, completed Q2 integration. Mortgage insurance remains strong ($284B in-force); specialty segment now 50% of revenue but faces competitive rate softening. Management expects low-90s combined ratios ahead. Q2 2026 No geographic breakdown provided; Middle East conflict noted as requiring $30M reserve provision in Q2. Analysts pressed on specialty margin trajectory (how long to recovery), Middle East tail risk (quantum and duration), and management's capital flexibility post-divestitures. Management acknowledged softening is cyclical, well-reserved on geopolitical exposure, and confident in MI dividend power funding ongoing buybacks. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 14.61% |
| Vanguard Portfolio Management, LLC | 6.99% |
| LSV Asset Management | 4.83% |
| Dimensional Fund Advisors, Inc. | 4.59% |
| Vanguard Capital Management, LLC | 4.53% |
| State Street Corp | 4.52% |
| American Century Companies Inc | 3.87% |
| Donald Smith & Co Inc | 3.27% |
| Document | Date |
|---|---|
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 total revenue was $624 million, up 106% year over year, mainly reflecting the addition of Inigo. • Net income | 2026-11-05 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • Radian Group amended and restated a letter of credit facility for its subsidiary, Inigo Corporate Member Limited (ICML), on Octobe | 2026-11-03 |
| Board / officer change · Q4 2026 OTHER NOTABLE POINTS • Radian Group appointed Daniel Kobell as Senior Executive Vice President and Chief Financial Officer on October 28, 2026. • Ko | 2026-10-28 |
| Board / officer change · Q3 2026 RADIAN GROUP INC. - 8-K FILING SUMMARY (August 10, 2026) BUSINESS & SEGMENT HIGHLIGHTS • Radian Group Inc. appointed Barry C. McCarthy as a new dire | 2026-08-11 |
| Quarterly report · Q2 2026 RADIAN GROUP INC. – FORM 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Reporting Period: Quarter ended June 30, 2026 • Company Status: Large Accelerated | 2026-08-07 |
| Results announced · Q3 2026 RADIAN GROUP INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenues: $575 million (Q2 2026) vs. $299 million (Q2 2025) – 93% year-over-ye | 2026-08-06 |
| Board / officer change · Q2 2026 RADIAN GROUP INC. — 8-K SUMMARY (May 20-21, 2026) HEADLINE NUMBERS • 2026 Equity Compensation Plan approved by stockholders on May 21, 2026 • Five N | 2026-05-27 |
| Board / officer change · Q2 2026 RADIAN GROUP INC. - 8-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • New CEO Appointment: Michael Weinbach appointed as CEO-Elect effective June | 2026-05-21 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.26 / share ex-date Aug 24, 2026 · pay Sep 9, 2026 | 2026-08-24 |
| Dividend | $0.26 / share ex-date Jun 2, 2026 · pay Jun 17, 2026 | 2026-06-02 |
| Dividend | $0.26 / share ex-date Feb 23, 2026 · pay Mar 10, 2026 | 2026-02-23 |
| Dividend | $0.26 / share ex-date Nov 24, 2025 · pay Dec 9, 2025 | 2025-11-24 |
| Announcement | Date |
|---|---|
| Acquisition closing with plan amendments for UK employee participation Radian Group Inc. completed an acquisition of Inigo (a U.K.-based business) and made administrative changes to accommodate the new employees. The company amended its Short-Term Incentive Pla | 2026-02-03 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.