Radian Group (RDN)
Insures U.S. home loans and global commercial risks through Lloyd’s.
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Provides private mortgage insurance on U.S. home loans and global property, casualty, financial-lines, and other specialty insurance and reinsurance through Lloyd’s. Earns premiums and investment income across separately managed Mortgage and Specialty segments, with underwriting shaped by housing credit, catastrophe exposure, and regulation.
Operates separate Mortgage and Specialty segments. Radian Guaranty provides private mortgage insurance on U.S. residential first-lien loans, protecting lenders and mortgage-credit investors against borrower default. Inigo writes property, casualty, financial-lines, and other specialty insurance and reinsurance for commercial and industrial clients through Lloyd’s Syndicate 1301 and broker channels. Uses data-driven risk selection and pricing, reinsurance, and capital management across both businesses.
Has narrowed continuing operations after substantially winding down Mortgage Conduit, selling Real Estate Services, and agreeing to sell Title. Mortgage results depend on U.S. housing credit and borrower defaults; specialty results carry catastrophe, geopolitical, claims-inflation, and insurance-cycle exposure. Radian Guaranty must retain GSE approval and meet PMIERs and state capital rules, while Inigo relies on Lloyd’s licenses, ratings, broker distribution, and U.K. regulation.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 10, 2026 | Barclays | Reiterate | Rating: —Target: $39 | Target: $35 |
| May 22, 2026 | RBC Capital | Target | Target: $32 | Target: $47 |
| May 11, 2026 | Barclays | Reiterate | Rating: —Target: $40 | Target: $39 |
| Apr 29, 2026 | B of A Securities | Upgrade | ||
| Feb 23, 2026 | Barclays | Target | Target: $37 | Target: $40 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $119.0M · Total debt $1.23B · Total assets $10.66B · Shareholders' equity $4.81B
- Revenue
- $575.0M
- Operating income
- $150.7M
- Net income
- $115.9M
HistoryDividendAnnual yield
| Institutions | 95.51% | 127.00M shares | |
|---|---|---|---|
| 393 holders · as of Jun 30, 2026 | |||
| Insiders | 0.80% | 1.06M shares | |
| 21 holders · as of Sep 15, 2026 | |||
| Other | 3.69% | 4.91M shares | |
| remainder | |||
132.98M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 14.53% | 19.33M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.95% | 9.24M | as of Jun 30, 2026 |
LSV Asset ManagementInstitution | 4.81% | 6.39M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 4.57% | 6.07M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.51% | 5.99M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Meghan Bartholomew | officer: Sr EVP Co-Head Radian Guaranty | −7,812 | $35.94 |
| Jun 3, 2026 | Meghan Bartholomew | officer: Sr. EVP, Co-Head of MI | −1 | $34.68 |
| Jul 14, 2026 | Edward J. Hoffman | officer: Sr EVP, General Counsel | −20,000 | $39.00 |
| Jun 3, 2026 | Brad L. Conner | director | −1,200 | $33.93 |
| Jun 1, 2026 | Michael S. Weinbach | officer: Chief Executive Officer- Elect | +120,487 | $33.89 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Radian Group | $34.69 | −0.01% | $4.61B | 8.8 | 7.0 | 2.8 | +80.9% |
| MGIC Investment | $29.56 | +0.92% | $6.01B | 9.2 | 9.1 | 5.0 | −2.9% |
| Arch Capital Group | $95.30 | +0.37% | $33.17B | 7.4 | 10.1 | 1.7 | −22.3% |
| RenaissanceRe | $330.32 | +1.36% | $13.54B | 5.6 | 8.2 | 1.3 | −28.5% |
| Enact | $47.62 | +0.02% | $6.65B | 10.0 | 9.6 | 5.3 | +4.2% |
| Essent Group | $65.87 | +0.26% | $6.05B | 9.2 | 8.7 | 4.6 | +13.6% |
| National MI | $42.55 | +0.31% | $3.22B | 8.4 | 8.0 | 4.4 | −9.4% |
| Median | 8.8 | 8.9 | 4.5 | −6.1% |