UBS Group AG Decreases Holdings in NMI Holdings Inc $NMIH
UBS Group AG reduced its stake in NMI Holdings Inc ($NMIH) by 29.7% in the fourth quarter, selling 69,836 shares and ending with 165,518 shares valued at $6.75 million. This follows insider selling by Chairman Bradley M. Shuster, who sold 18,953 shares in March, contributing to a total of 95,912 insider shares sold over the last 90 days. Despite the institutional decrease, NMI reported strong Q1 results with EPS of $1.28 and revenue of $183.48 million, both exceeding estimates, and analysts currently rate the stock as a "Moderate Buy" with an average price target of $42.40.
Vanguard Group Inc. Trims Stake in NMI Holdings Inc $NMIH
Vanguard Group Inc. decreased its stake in NMI Holdings Inc by 0.9% in Q4, selling 67,082 shares but still retaining ownership of over 7.1 million shares valued at approximately $290.3 million. Despite this trim, NMI Holdings reported strong quarterly earnings, beating analyst estimates with $1.28 EPS and revenues of $183.48 million, reflecting a 5.9% year-over-year increase. Analysts maintain a "Moderate Buy" rating for the stock, with an average target price of $42.40.
[Form 4] NMI Holdings, Inc. Insider Trading Activity
Aurora Swithenbank, EVP and CFO of NMI Holdings, Inc. (NMIH), reported a tax-related disposition of 9,135 common shares on May 1, 2026. These shares were withheld by the company to cover withholding taxes on restricted stock units granted in May 2024, not sold in the open market. After this transaction, Swithenbank directly holds 65,318 common shares, along with additional unvested restricted stock units.
NMI Holdings Inc (NASDAQ:NMIH) Given Average Recommendation of "Moderate Buy" by Analysts
NMI Holdings Inc (NASDAQ:NMIH) has received an average "Moderate Buy" recommendation from analysts, with four out of five brokers issuing a buy rating and one a hold, and a consensus one-year price target of $43.20. The company reported strong Q1 earnings, beating analyst expectations with EPS of $1.28, but faced challenges with weaker policyholder persistency and higher claims. Recent insider selling activity and significant institutional ownership are also highlighted.
NMI Holdings Q1 Earnings, Revenues Top, Insurance in Force Rises Y/Y
NMI Holdings reported strong first-quarter 2026 results, with operating net income and revenues surpassing Zacks Consensus Estimates. The company saw increased premiums earned, improved net investment income, and growth in its insured portfolio, although persistency was lower and insurance claims surged. The article also briefly covers the performance of other insurers, Selective Insurance Group, W.R. Berkley Corporation, and Kinsale Capital Group.
NMI Holdings (NMIH) grows mortgage insurance portfolio, earns $99.3M in Q1 2026
NMI Holdings (NMIH) reported a Q1 2026 net income of $99.3 million with total revenues of $183.5 million, marking an increase in net premiums earned and net investment income. The company continued to expand its mortgage insurance portfolio, reaching $222.3 billion in primary insurance-in-force and generating $12.3 billion in new insurance written. Despite a slight decrease in net income compared to Q1 2025, diluted EPS remained stable at $1.28, supported by share repurchase activities.
NMI Holdings (NASDAQ: NMIH) delivers Q1 2026 EPS of $1.28 and 15.2% ROE
NMI Holdings (NASDAQ: NMIH) reported strong financial results for Q1 2026, with net income of $99.3 million, or $1.28 per diluted share, matching prior-year EPS. The company saw primary insurance-in-force grow to $222.3 billion and maintained a low combined ratio of 33.1%, supporting an annualized return on equity of 15.2%. Book value per share, excluding unrealized investment gains and losses, increased by 15% year-over-year to $35.46.
Vanguard reports 4.01M NMI Holdings stake (NYSE: NMIH) in 13G
Vanguard Capital Management reported a beneficial ownership of 4,010,885 shares, representing 5.26% of NMI Holdings Inc (NYSE: NMIH) common stock as of March 31, 2026. This Schedule 13G filing indicates Vanguard holds sole voting power over 580,432 shares and sole dispositive power over the entire 4,010,885 shares. The holdings are distributed across Vanguard-managed funds and other managed accounts.
NMI Holdings, Inc. Sees Revision in Stock Evaluation Amid Market Dynamics
NMI Holdings, Inc. has undergone a stock evaluation revision due to current market conditions, with its stock priced at $38.83 and showing a 16.15% return over the past year. While its annual performance lags the S&P 500, the company boasts a remarkable 645.30% return over the last decade, highlighting its long-term resilience in the insurance sector. Technical indicators show a mixed outlook, with daily moving averages suggesting bullish sentiment contrasting with bearish weekly MACD and KST signals.
NMI Holdings, Inc. Experiences Revision in Stock Evaluation Amid Mixed Market Signals
NMI Holdings, Inc. has undergone a stock evaluation revision, with its share price at $38.61, showing a 16.19% return over the past year but trailing the S&P 500. While technical indicators present a mixed to bearish outlook in the short term, the company boasts a strong long-term performance with a 737.53% return over the last decade, significantly outperforming the S&P 500. This highlights its resilience despite current market dynamics and mixed technical signals.
NMI Holdings, Inc. Experiences Revision in Its Stock Evaluation Amid Competitive Insurance Landscape
NMI Holdings, Inc. has adjusted its stock valuation, now at $39.33, after achieving a 13.57% return over the past year, though trailing the S&P 500. The company's key financial metrics include a P/E ratio of 7 and a PEG ratio of 0.76, suggesting growth potential despite a high EV to EBITDA ratio. This revision places NMI Holdings in a competitive position within the insurance industry compared to its peers.
NMI Holdings Adjusts Valuation Amidst Shift in Technical Trends and Financial Stability
NMI Holdings, Inc. has seen a valuation adjustment reflecting changes in its financial metrics and technical trends. While maintaining competitive financial ratios, the company's technical outlook has shifted from bearish to mildly bearish. Despite a flat financial quarter, NMI Holdings has shown a positive return over the past year and a stable Return on Equity.
NMI Holdings, Inc. to Announce First Quarter 2026 Financial Results on April 30, 2026
NMI Holdings, Inc. (NASDAQ: NMIH) announced it will release its first quarter 2026 financial results after the market closes on Thursday, April 30, 2026. The company will also host a conference call and live webcast at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time on the same day. Investors can access the webcast and supplemental information on the company's investor relations website.
NMI Holdings Inc (NASDAQ:NMIH) Receives Average Rating of "Moderate Buy" from Analysts
MarketBeat reports that NMI Holdings Inc (NASDAQ:NMIH) has received an average rating of "Moderate Buy" from five analysts, with a consensus 1-year price target of $42.80. The company recently exceeded EPS expectations, reporting $1.20 versus $1.17, while revenue was in line with estimates at $180.74 million. Despite recent insider stock sales totaling approximately $7.36 million, institutional investors hold a significant 94.12% of the company's shares.
Aberdeen Group plc Has $14.41 Million Stock Holdings in NMI Holdings Inc $NMIH
Aberdeen Group plc reduced its stake in NMI Holdings Inc (NASDAQ:NMIH) by 14.8% to 353,162 shares, valued at approximately $14.41 million. Institutional investors now own about 94.12% of the company, while insiders have been net sellers, disposing of 189,412 shares worth about $7.36 million in the past 90 days. Analysts maintain a "Moderate Buy" consensus rating with a target price of $42.80 for NMI, which recently exceeded EPS estimates and has a market capitalization of approximately $2.89 billion.
NMI Holdings (NMIH) Down 9.5% Since Last Earnings Report: Can It Rebound?
Shares of NMI Holdings (NMIH) have dropped 9.5% since its last earnings report, underperforming the S&P 500. The company recently reported strong Q4 2025 operating net income per share of $1.20, beating estimates, driven by higher premiums and investment income. Despite the recent dip and downward trend in estimates, Zacks currently gives NMIH a #2 (Buy) Rank, suggesting a potential rebound.
Vanguard disaggregates holdings; reports 0 shares of NMIH (NMIH)
Vanguard has amended its Schedule 13G to report zero beneficial ownership of NMI Holdings Inc. common stock, representing 0% of the class. This change is due to an internal realignment on January 12, 2026, where certain subsidiaries and business divisions will now report their holdings separately, as per SEC Release No. 34-39538. The filing explicitly states that this adjustment reflects a change in reporting structure rather than a market transaction or sale of shares.
NMI Holdings (NMIH) chair exercises 55K options, sells 18.9K shares
Bradley M. Shuster, Executive Chairman of NMI Holdings, exercised stock options for 55,156 shares at $11.10 each. He subsequently sold 18,953 shares in open-market transactions for a weighted average price of $37.3467, while 36,203 shares were withheld to cover exercise costs and taxes. After these transactions, Shuster directly holds 415,411 shares and indirectly holds 47,150 shares through the Shuster Family Trust.
NMI Holdings Executive Chairman Sells $703K in Stock as Earnings Hit $388.9 Million
Bradley M. Shuster, Executive Chairman of NMI Holdings (NASDAQ:NMIH), sold 18,996 common shares for approximately $703,000, which was primarily driven by incentive compensation involving an option exercise and related tax withholding. This transaction is considered routine and compensation-driven rather than a directional signal on fundamentals, as Shuster retains significant direct and indirect ownership, along with outstanding options. NMI Holdings reported strong financial performance with $388.9 million in net income in 2025 and continued growth in its insurance-in-force.
NMI Holdings (NASDAQ: NMIH) files 2025 10-K with $59.3B RIF
NMI Holdings, Inc. (NMIH) has filed its 2025 10-K, reporting significant growth with $221.4 billion of primary insured insurance-in-force (IIF) and $59.3 billion of primary risk-in-force (RIF) as of December 31, 2025. The company also wrote $48.9 billion in new insurance for the year, demonstrating robust expansion. NMIH maintains a strong capital position, with available assets exceeding PMIERs required assets by 70%, and highlights its proprietary Rate GPS® pricing platform and AXIS insurance management system as key technological advantages.
JPMorgan Chase & Co. Sells 69,233 Shares of NMI Holdings Inc $NMIH
JPMorgan Chase & Co. reduced its stake in NMI Holdings Inc. by 10.0%, selling 69,233 shares, leaving them with 624,671 shares valued at approximately $23.95 million. Despite insider selling activity, analysts maintain a "Moderate Buy" consensus rating with a $43 price target, following the company's recent EPS beat and strong financial performance. Other hedge funds like Tudor Investment Corp ET AL and Allworth Financial LP have either increased or initiated positions in NMIH.
NMIH (NASDAQ: NMIH) insider files to sell 18,593 shares on 03/24/2026
An insider at NMI Holdings, Inc. (NASDAQ: NMIH) has filed a Form 144 notice to sell 18,593 shares of common stock, stemming from an issuer-directed stock option exercise on March 24, 2026. The filing indicates that the proceeds will be settled in cash and lists prior cash dispositions by the reporting person, Bradley M Shuster, within the last three months, including sales of 55,000 shares for over $2.1 million on February 18, 2026, and 19,430 shares for over $755,000 on March 5, 2026. This Form 144 registers the intent to sell and does not confirm the actual execution of the sale.
Tudor Investment Corp ET AL Buys 142,065 Shares of NMI Holdings Inc $NMIH
Tudor Investment Corp ET AL increased its stake in NMI Holdings Inc (NASDAQ:NMIH) by 62.6% in the third quarter, adding 142,065 shares to own a total of 368,840 shares valued at approximately $14.14 million. The financial services provider has a "Moderate Buy" rating from analysts with an average price target of $43.00, though insider activity shows notable selling totaling about $6.65 million in the last 90 days. Institutional investors own about 94.12% of NMI's stock, and the company recently reported strong quarterly earnings, beating analyst estimates.
NMI Holdings, Inc. Experiences Revision in Stock Evaluation Amid Mixed Market Signals
NMI Holdings, Inc. has undergone a stock evaluation revision due to fluctuating market dynamics. While short-term technical indicators suggest caution with bearish trends, the company has demonstrated resilience over longer periods, outperforming the S&P 500 in three-year returns despite lagging in one-year returns. Its current stock price is $37.25, within a stable trading range, indicating a mixed outlook for investors.
NMI Holdings (NMIH) chair exercises options and sells 18,996 shares
Bradley M. Shuster, Executive Chairman of NMI Holdings, exercised stock options for 55,158 common shares at $11.10 and subsequently sold 18,996 common shares at a weighted average price of $37.0544. A portion of the shares (36,162) was withheld to cover the cashless exercise and associated taxes. Following these transactions, Shuster directly holds 363,130 common shares and 52,281 unvested restricted stock units, with an additional 47,150 shares held indirectly through a family trust.
Bradley M Shuster reports Rule 144 sales — NMIH (NASDAQ)
Bradley M Shuster has reported sales of NMI Holdings, Inc. (NMIH) common stock under Rule 144, including an option exercise for 18,996 shares on March 19, 2026, and four separate sales between February 18, 2026, and March 12, 2026. The total proceeds from these sales exceeded $4.4 million. The filing details the transaction dates, number of shares, and gross proceeds but does not specify post-transaction holdings or 10b5-1 plan references.
NMI Holdings (NMIH) SVP gets 3,882 RSUs; shares withheld for taxes
Nicholas Daniel Realmuto, SVP and Controller of NMI Holdings, Inc., received a grant of 3,882 restricted stock units (RSUs) on March 15, 2026, vesting in three equal annual installments. Concurrently, NMI Holdings withheld 3,053 common shares to cover tax obligations from previously vested RSU grants in 2023, 2024, and 2025. Following these transactions, Realmuto holds 2,943 common shares and 5,202 unvested RSUs, reflecting routine compensation and tax settlement activities rather than open-market trading.
Rule 144 notice: 18,976-share resale planned for NMIH (NMIH)
Morgan Stanley Smith Barney LLC has filed a Form 144 notice for a proposed resale of 18,976 shares of NMI Holdings, Inc. common stock, acquired via stock option exercise, to be effected on March 12, 2026. The filing also details prior sales totaling 94,000 shares by Bradley M Shuster within the last three months. This notice is an intent to resell under Rule 144 and does not indicate an issuer cash raise.
NMI Holdings Inc (NASDAQ:NMIH) Given Consensus Recommendation of "Moderate Buy" by Brokerages
NMI Holdings Inc (NASDAQ:NMIH) has received a "Moderate Buy" consensus recommendation from brokerages, with four out of five analysts rating it a buy and one a hold. The average 12-month price target is $43.00, and the company recently beat quarterly EPS estimates. While insider selling has occurred with Chairman Bradley M. Shuster and EVP Norman Peter Fitzgerald offloading shares worth millions, institutional investors have been increasing their stakes in the company.
NMI Holdings (NMIH) chair exercises options, sells 18,976 shares
NMI Holdings' executive chairman, Bradley M. Shuster, exercised stock options for 55,158 common shares on March 11, 2026, at an exercise price of $11.10. Subsequently, on March 12, 2026, he sold 18,976 common shares in open-market transactions at a weighted average price of $36.5803. Following these transactions, Shuster's direct and indirect holdings in NMIH totaled 462,561 common shares.
Algert Global LLC Increases Stock Holdings in NMI Holdings Inc $NMIH
Algert Global LLC significantly increased its stake in NMI Holdings Inc (NASDAQ:NMIH) by 28.1% during Q3, now owning 440,546 shares valued at $16.89 million. This move is part of a broader trend of increased institutional investment, with firms like BNP Paribas, Ameriprise, Cerity Partners, and Jane Street also boosting their positions, leading to 94.12% institutional ownership. Despite this, company insiders, including Chairman Bradley Shuster and EVP Mohammad Yousaf, sold a substantial amount of shares totaling approximately $5.95 million in the last quarter.
NMI Holdings, Inc. Experiences Revision in Its Stock Evaluation Amid Market Challenges
NMI Holdings, Inc. has recently adjusted its valuation, reflecting a P/E ratio of 7 and a price-to-book value of 1.16, alongside a strong 15.61% return on equity. Despite recent stock declines, the company has outperformed the S&P 500 over the past year, indicating relative strength in a challenging market. This evaluation highlights its competitive edge within the insurance industry against peers with higher P/E ratios.
Barclays PLC Grows Stock Position in NMI Holdings Inc $NMIH
Barclays PLC has increased its stake in NMI Holdings Inc (NASDAQ:NMIH) by 3.6% during the third quarter, bringing its total ownership to 1,104,880 shares valued at approximately $42.36 million. This move reflects a broader positive sentiment from Wall Street, with analysts issuing a consensus "Moderate Buy" rating and an average price target of $43.00, suggesting potential upside from the current trading price of $37.94. The company has a market capitalization of $2.88 billion and recently reported stronger-than-expected quarterly earnings.
NMI Holdings Sees Valuation Upgrade Amid Strong Financial Performance Indicators
NMI Holdings, Inc. has received a valuation upgrade from attractive to very attractive due to strong financial performance. Key indicators supporting this include a competitive P/E ratio of 7, a price-to-book value of 1.16, and robust return on equity of 15.61%. The company also reported strong operational performance with significant operating cash flow and net sales, further bolstered by solid institutional holdings.
NMI Holdings, Inc. Experiences Revision in Its Stock Evaluation Amid Competitive Market Landscape
NMI Holdings, Inc. has adjusted its valuation, showcasing a P/E ratio of 7 and a price-to-book value of 1.16, alongside a strong return on equity of 15.61%. Despite recent stock declines, the company has outperformed the S&P 500 over the past year with a 7.95% return. This indicates a favorable competitive position within the insurance industry compared to its peers.
Dimensional Fund Advisors LP Buys 31,570 Shares of NMI Holdings Inc $NMIH
Dimensional Fund Advisors LP increased its stake in NMI Holdings Inc (NASDAQ:NMIH) by 31,570 shares in the third quarter, bringing its total ownership to 4,288,867 shares valued at $164.4 million. Despite notable insider selling totaling $5.25 million last quarter, NMI Holdings Inc (NASDAQ:NMIH) has a consensus "Moderate Buy" rating with a $43 price target, and recently beat its quarterly EPS estimates, reporting $1.20 against an estimate of $1.17. The financial services provider trades with a market cap of $2.93 billion and a PE of 7.85.
NMI Holdings, Inc. to Participate at the RBC Global Financial Institutions Conference on March 11th, 2026
NMI Holdings, Inc. announced that its President and CEO, Adam Pollitzer, and EVP and CFO, Aurora Swithenbank, will participate in the RBC Global Financial Institutions Conference on March 11, 2026, in New York City. A presentation related to their participation will be available on the company's investor relations website. NMI Holdings, Inc. is the parent company of National Mortgage Insurance Corporation, a private mortgage insurance provider.
NMI Holdings Inc $NMIH Shares Purchased by American Century Companies Inc.
American Century Companies Inc. increased its stake in NMI Holdings Inc. (NASDAQ:NMIH) by 5.8% to 2,379,801 shares, valued at approximately $91.24 million, making it a significant institutional holder. Despite insider selling totaling 113,057 shares worth $4.50 million, analysts have a "Moderate Buy" rating for NMI with a consensus price target of $43.00, and the company recently surpassed Q4 earnings estimates. The article also highlights positive sentiment from Zacks, which raised NMI's full-year and multi-year EPS outlooks, though with some minor near-term estimate trims.
South Dakota Investment Council Sells 26,000 Shares of NMI Holdings Inc $NMIH
The South Dakota Investment Council reduced its stake in NMI Holdings Inc (NMIH) by 11.4%, selling 26,000 shares, but still maintains a substantial holding valued at $7.77 million. This comes amidst significant insider selling, with the Chairman and EVP disposing of over 70,000 shares recently, while institutional investors like First Eagle and American Century increased their positions. Despite insider sales, analyst sentiment remains positive for NMI, with a "Moderate Buy" consensus and raising of future EPS estimates, following a recent earnings beat.
NMI Holdings Inc $NMIH Shares Sold by JPMorgan Chase & Co.
JPMorgan Chase & Co. reduced its stake in NMI Holdings Inc. (NASDAQ:NMIH) by 10% in the third quarter, signaling significant insider selling among executives. Despite this, analysts maintain a "Moderate Buy" consensus rating with an average target price of $43.00, and NMI recently surpassed EPS estimates. The company's stock trades at $39.31 with a P/E of 8.01, and 94.12% of its shares are held by institutional investors.
NMI Holdings (NMIH) chair exercises options and sells shares
Bradley Shuster, Executive Chairman of NMI Holdings (NMIH), exercised stock options for 55,158 common shares and sold 19,557 common shares on the open market. He also had 35,601 shares withheld for a cashless exercise and tax obligations. Following these transactions, Shuster directly owns 415,411 equity interests and indirectly holds 47,150 common shares through a family trust.
NMI Holdings (NMIH) director trust sells 19,926 shares in open market
The Scheid Family Trust, associated with NMI Holdings director Steven Scheid, sold 19,926 NMIH common shares in open-market transactions on September 15, 2025, at a weighted average price of $39.3133 per share. This Form 4/A also corrects an earlier filing, reducing the reported beneficial ownership by 4,166 shares. After the sale, the trust indirectly holds 74,794 common shares, and Steven Scheid directly holds 4,439 unvested restricted stock units.
[Form 4] NMI Holdings, Inc. Insider Trading Activity
NMI Holdings, Inc. executive William J. Leatherberry reported an administrative transfer of 4,900 common shares on February 27, 2026. These shares were transferred to his former spouse under a marriage settlement agreement for no consideration and are no longer beneficially owned by him. After this transaction, Leatherberry directly holds 124,901 common shares and 34,433 unvested restricted stock units in the company.
Bradley Shuster sells 55,000 NMIH shares (NYSE: NMIH) for $2.18M
Bradley Shuster, an insider at NMI Holdings, Inc. (NYSE: NMIH), sold 55,000 shares of the company's stock for $2,179,622.50 on February 18, 2026. This transaction was disclosed in a Form 144 SEC filing, which also reported a stock option exercise on February 25, 2026. The filing indicates a neutral impact and sentiment regarding these routine insider activities.
Aberdeen Group plc Sells 37,845 Shares of NMI Holdings Inc $NMIH
Aberdeen Group plc has reduced its stake in NMI Holdings Inc (NASDAQ:NMIH) by 8.4% in the third quarter, selling 37,845 shares and now owning 414,578 shares valued at $15.9 million. This transaction occurred amidst other institutional activity in NMIH, with some funds increasing their positions while several key executives conducted significant insider sales. Analysts hold a "Moderate Buy" consensus rating for NMI, with an average target price of $43.00, despite some recent negative insider selling signals.
Insider plans to sell 22,500 NMI Holdings (NMIH) shares under Rule 144
An insider at NMI Holdings (NMIH) has filed a Rule 144 notice to sell 22,500 shares of common stock, valued at approximately $898,634.25, through Morgan Stanley Smith Barney. The shares originated from restricted stock awards acquired by the insider between 2023 and 2026. The proposed sale, representing a small fraction of the 76,032,627 outstanding shares, is tentatively scheduled for February 17, 2026, on the NASDAQ market.
NMI Holdings Inc (NASDAQ:NMIH) Given Average Recommendation of "Moderate Buy" by Analysts
Analysts have issued a consensus "Moderate Buy" rating for NMI Holdings Inc (NASDAQ:NMIH), with an average one-year price target of $43.00. The company recently surpassed Q earnings expectations with an EPS of $1.20 and demonstrated strong financials including a 55% net margin. Institutional investors hold a significant 94% stake in NMIH, with several firms increasing their positions in the latest quarter.
NMI Holdings Expands Board With Addition Of Renu Agrawal
NMI Holdings Inc. has appointed veteran financial services executive Renu Agrawal to its board of directors, increasing the board to 10 members. Agrawal brings extensive executive and governance experience, having held leadership roles at various financial institutions and currently serving on other boards. This appointment aims to strengthen the company's board with her deep industry knowledge and support its goal of building shareholder value.
Public Sector Pension Investment Board Boosts Stake in NMI Holdings Inc $NMIH
The Public Sector Pension Investment Board increased its stake in NMI Holdings Inc ($NMIH) by 5.4% in the third quarter, bringing its total to 597,447 shares valued at approximately $22.9 million. NMI Holdings Inc slightly beat earning estimates with an EPS of $1.20 and has a "Moderate Buy" consensus rating from analysts with a target price of $43.00. Insider trading activity included a director selling 20,000 shares, decreasing his holding to about 3% of the company's stock.
NMI Holdings Adds Independent Director to Strengthen Governance
NMI Holdings (NMIH) has appointed Renu Agrawal as an independent director and member of its Audit and Risk Committees, expanding its board to ten members. Agrawal's extensive banking and insurance experience is expected to enhance governance and risk oversight, supporting shareholder value creation. The move follows an analyst Buy rating with a $48.00 price target and TipRanks’ AI Analyst, Spark, rating NMIH as "Outperform" due to its strong financial performance.
