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.
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.
Versor Investments LP Sells 25,519 Shares of NMI Holdings Inc $NMIH
Versor Investments LP significantly reduced its stake in NMI Holdings Inc. by 67.6% in the third quarter, selling 25,519 shares and retaining 12,213 shares valued at $468,000. Despite this, NMI Holdings performed well in Q4, beating EPS expectations and reporting strong margins, with analysts maintaining an optimistic outlook and aggressive growth plans. Institutional investment in NMI remains high at 94.12%, with some firms increasing their positions, while one insider sold shares.
NMI Holdings Reports Record Q4 2025 Earnings and Growth
NMI Holdings reported record Q4 2025 earnings, with total revenue of $180.7 million, an 8% increase year-over-year, and net income hitting $94.2 million. The company expanded its insurance business, achieving $14.2 billion in new insurance written, and enhanced shareholder returns by repurchasing $31 million in common stock. While no explicit guidance for 2026 was provided, management expressed optimism regarding the private mortgage insurance market's long-term prospects.
NMI Holdings Earnings Call Highlights Record Results
NMI Holdings reported record quarterly revenue of $180.7 million and full-year revenue of $706.4 million, with GAAP net income reaching $388.9 million. The company showcased strong capital, robust reinsurance strategies, and disciplined expenses, contributing to a record $221.4 billion in primary insurance in force. Despite early signs of portfolio seasoning, management is confident in maintaining attractive returns through share repurchases and stable core yields.
NMI Holdings outlines continued growth strategy with $221.4B insurance-in-force, targets mid-teens returns through 2026
NMI Holdings (NMIH) provided details on its ongoing growth strategy, highlighting its robust $221.4 billion insurance-in-force and its strategic focus on achieving mid-teens returns on tangible equity (ROTE) through 2026. The company aims to sustain strong financial performance and capitalize on market opportunities.
Earnings Flash (NMIH) NMI Holdings, Inc. Reports Q4 Revenue $180.7M, vs. FactSet Est of $180.7M
NMI Holdings, Inc. (NMIH) has reported its Q4 revenue, reaching $180.7 million, which precisely matched FactSet's estimated figure of $180.7 million. The company, which provides mortgage insurance, had previously reported Q3 revenue of $178.7 million against an estimate of $151.4 million. Recent activities also include an insider selling shares and various analyst adjustments.
Earnings Flash (NMIH) NMI Holdings, Inc. Posts Q4 Adjusted EPS $1.20 per Share, vs. FactSet Est of $1.19
NMI Holdings, Inc. (NMIH) announced its Q4 adjusted EPS was $1.20 per share, surpassing the FactSet estimate of $1.19. This earnings flash was reported on February 10, 2026, by MT Newswires, highlighting the company's financial performance.
NMI Holdings Inc (NMIH) Q4 2025 Earnings Call Highlights: Record Revenue and Strategic Growth ... By GuruFocus
NMI Holdings Inc (NMIH) reported record financial results for Q4 2025, with total revenue of $180.7 million and net income of $94.2 million, driven by strong growth in primary insurance-in-force. Despite slight increases in default rates and claims expenses, the company maintains a strong return on equity and has secured favorable reinsurance treaties. NMIH plans to continue its share repurchase program and leverage AI for efficiency, anticipating a positive market environment in 2026.
Allianz Asset Management GmbH Decreases Stake in NMI Holdings Inc $NMIH
Allianz Asset Management GmbH reduced its stake in NMI Holdings Inc. by 29.9% in the third quarter, selling 191,396 shares and bringing its total holding to 448,762 shares valued at approximately $17.2 million. Concurrently, Director Michael J. Embler also sold 20,000 shares, decreasing his ownership by over 30%. Despite these sales, analysts generally maintain a "Moderate Buy" rating for NMI, with an average price target of $43.00, while the stock currently trades around $41 with an 8.59 P/E ratio.
Thrivent Financial for Lutherans Sells 39,176 Shares of NMI Holdings Inc $NMIH
Thrivent Financial for Lutherans significantly reduced its stake in NMI Holdings Inc (NASDAQ:NMIH) by 20.6%, selling 39,176 shares and retaining 150,684 shares valued at $5.78 million. This comes as NMI reported Q3 EPS of $1.21, meeting estimates, but revenue came in below expectations at $171.6 million. The article also notes that NMI has a "Moderate Buy" consensus rating from analysts with an average price target of $43.00, and insider Michael J. Embler recently sold 20,000 shares.
NMI Holdings Inc $NMIH Holdings Raised by AlphaQuest LLC
AlphaQuest LLC significantly increased its stake in NMI Holdings Inc, now owning 93,577 shares valued at $3.59 million. NMI reported strong third-quarter results with EPS of $1.21 and 7.6% year-over-year revenue growth. Despite a director selling some shares, analysts maintain a "Moderate Buy" rating with a $43 price target.
NMI Holdings Inc $NMIH Shares Bought by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd significantly increased its stake in NMI Holdings Inc (NMIH) by 219.9% in Q3, now owning 86,824 shares valued at approximately $3.33 million. Institutional investors collectively hold about 94.12% of the company's stock, reflecting strong institutional confidence. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $43.00, with several firms recently raising their price targets, indicating a positive outlook for the financial services provider.
NMI Holdings Inc (NASDAQ:NMIH) Receives Average Recommendation of "Moderate Buy" from Analysts
NMI Holdings Inc (NASDAQ:NMIH) has received a consensus "Moderate Buy" rating from six analysts, with an average one-year price target of $43.00. While director Michael J. Embler sold 20,000 shares, institutional investors hold a significant 94.12% stake. The company recently reported Q4 EPS of $1.21, meeting estimates, but missed revenue expectations, and analysts project $4.62 EPS for the current fiscal year.
NMI Holdings, Inc. to Announce Fourth Quarter 2025 Financial Results on February 10, 2026
NMI Holdings, Inc. (NASDAQ: NMIH) announced it will report its fourth quarter 2025 financial results on Tuesday, February 10, 2026, after market close. The company will host a conference call and live webcast at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time to discuss the results. Playbacks of the webcast and other related materials will be made available on the company's website.
NMI Holdings, Inc. to Announce Fourth Quarter 2025 Financial Results on February 10, 2026
NMI Holdings, Inc. (NASDAQ: NMIH) announced it will report its fourth-quarter 2025 financial results after market close on Tuesday, February 10, 2026. The company will host a conference call and live webcast at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time, accessible via their investor relations website. A replay of the webcast and other earnings materials will also be available on their website.
NMI Holdings Inc (NASDAQ:NMIH) Receives Consensus Rating of "Moderate Buy" from Brokerages
NMI Holdings Inc (NASDAQ:NMIH) has received a consensus "Moderate Buy" rating from six brokerages, with four buy recommendations and two holds, and an average 12-month price target of $42.20. Key points include Director Michael J. Embler's sale of 20,000 shares, reducing his ownership by 30.3%, and the company's Q3 EPS of $1.21 meeting estimates with revenue slightly missing at $171.6 million. NMI maintains strong financials, including a 55.0% net margin and 16.1% ROE.
Exchange Traded Concepts LLC Invests $1.93 Million in NMI Holdings Inc $NMIH
Exchange Traded Concepts LLC recently acquired 50,239 shares of NMI Holdings Inc (NASDAQ:NMIH) for approximately $1.93 million, establishing a new position in the company. Institutional investors now own about 94.12% of NMI's stock, while corporate insiders hold around 3.0%. The company reported Q3 earnings per share of $1.21, meeting estimates, with a consensus "Moderate Buy" rating and a price target of $42.20 from analysts.
Why Is NMI Holdings (NMIH) Up 3.7% Since Last Earnings Report?
NMI Holdings (NMIH) shares have risen 3.7% since its last earnings report, outperforming the S&P 500. The company's Q3 2025 operating net income per share matched estimates, driven by higher premiums and investment income, despite rising claims expenses. While estimates for the stock have seen a downward trend, NMI Holdings currently holds a Zacks Rank #3 (Hold).
Unpacking Q3 Earnings: NMI Holdings (NASDAQ:NMIH) In The Context Of Other Property & Casualty Insurance Stocks
This article analyzes the Q3 earnings of NMI Holdings (NASDAQ:NMIH) and other property & casualty insurance stocks. NMI Holdings reported strong revenue growth, exceeding expectations, while other companies like Root and Assurant also showed positive results. Conversely, Selective Insurance Group experienced a significant revenue decline, and the market update discusses the broader economic and political factors influencing the stock market.
NMI Holdings Inc $NMIH Shares Sold by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans significantly reduced its stake in NMI Holdings Inc (NASDAQ:NMIH) by 34.1% in Q2 2025, selling 98,246 shares but still holding 189,860 shares valued at approximately $8.01 million. Meanwhile, other institutional investors like Millennium Management LLC, Walleye Capital LLC, and Allianz Asset Management GmbH notably increased their positions, maintaining overall institutional ownership at 94.12%. Wall Street analysts generally have a "Moderate Buy" rating for NMI, with an average target price of $42.20, and the company recently reported EPS in line with estimates while revenue slightly missed forecasts.
NMI Holdings Inc $NMIH Shares Sold by WINTON GROUP Ltd
WINTON GROUP Ltd significantly reduced its stake in NMI Holdings Inc (NASDAQ:NMIH) by 83.0% in Q2, selling 108,393 shares and retaining 22,153 shares. Additionally, two directors, Steven Scheid and Michael J. Embler, sold a combined 39,926 shares, decreasing their ownership by approximately 20% and 30% respectively. Despite these sales, analysts maintain a "Moderate Buy" rating with a consensus price target of $41.20 for the stock.
FJ Capital Management LLC Acquires New Position in NMI Holdings Inc $NMIH
FJ Capital Management LLC has acquired a new stake in NMI Holdings Inc (NASDAQ:NMIH) during the second quarter, purchasing 63,610 shares valued at approximately $2.684 million. This acquisition makes FJ Capital Management LLC own about 0.08% of NMI, while institutional investors collectively hold around 94.12% of the stock. Meanwhile, insider transactions show Directors Steven Scheid and Michael J. Embler selling shares, reducing their ownership.
Jump Financial LLC Raises Holdings in NMI Holdings Inc $NMIH
Jump Financial LLC significantly increased its stake in NMI Holdings Inc ($NMIH) by 184.6% during the second quarter, now owning 0.25% of the company valued at $8.16 million. Despite some insider selling by directors, the company maintains a "Moderate Buy" consensus from analysts with an average price target of $41.20. NMI Holdings reported strong quarterly earnings, meeting analyst estimates for EPS and showing a 7.6% year-over-year revenue increase.
Cerity Partners LLC Has $10.29 Million Stock Position in NMI Holdings Inc $NMIH
Cerity Partners LLC significantly increased its stake in NMI Holdings Inc. by 690.4% in Q2, holding 243,989 shares valued at $10.29 million. Despite this, two NMI directors recently sold approximately 20,000 shares each, indicating some insider selling. NMI Holdings currently has a market capitalization of $3.02 billion, a P/E ratio of 8.22, and an average analyst rating of "Moderate Buy" with a target price of $41.20.
Norges Bank Makes New $4.86 Million Investment in NMI Holdings Inc $NMIH
Norges Bank initiated a new position in NMI Holdings Inc (NASDAQ:NMIH) during the second quarter, acquiring 115,096 shares valued at approximately $4.86 million, representing 0.15% ownership of the company. Institutional investors and hedge funds collectively hold 94.12% of NMIH stock. The company recently reported Q2 EPS of $1.21, meeting estimates, but revenue of $171.6 million fell short of consensus, yet it maintains strong financial metrics like a 55.0% net margin and 16.1% ROE.
NMI Holdings Inc $NMIH Shares Sold by Donald Smith & CO. Inc.
Donald Smith & CO. Inc. significantly reduced its stake in NMI Holdings Inc. by 45.1% in Q2, selling 383,024 shares. Additionally, company insiders, including Director Michael J. Embler and Director Steven Scheid, also sold portions of their holdings. NMI Holdings reported an EPS of $1.21 and revenue of $171.6 million for the last quarter, and has a consensus "Moderate Buy" rating from analysts with an average target price of $41.20.
Arrowstreet Capital Limited Partnership Purchases 95,899 Shares of NMI Holdings Inc $NMIH
Arrowstreet Capital Limited Partnership increased its stake in NMI Holdings Inc (NASDAQ:NMIH) by 18.4% during Q2, purchasing an additional 95,899 shares to hold a total of 615,979 shares valued at approximately $25.99 million. This move comes as NMI faces some insider selling from directors Steven Scheid and Michael J. Embler, who trimmed their ownership by about 20% and 30% respectively. Despite this, NMI maintains a "Moderate Buy" consensus rating from analysts with a target price of $41.20, and the company reported Q3 EPS in line with estimates.
NMI Holdings Inc $NMIH Shares Bought by Hsbc Holdings PLC
Hsbc Holdings PLC significantly increased its stake in NMI Holdings Inc. by 56.8% in Q2, bringing its total to 108,895 shares valued at approximately $4.59 million. NMI reported Q2 EPS of $1.21, matching estimates, and revenue of $171.56 million, slightly below consensus, with a strong net margin of 55.02%. Insider transactions saw two directors selling significant portions of their holdings, while institutional investors combined own 94.12% of the stock.
Walleye Capital LLC Takes Position in NMI Holdings Inc $NMIH
Walleye Capital LLC has initiated a new position in NMI Holdings Inc, acquiring 313,939 shares valued at approximately $13.25 million, representing a 0.40% stake in the company. NMI's recent quarterly earnings reported $1.21 EPS, meeting consensus, with revenue slightly below expectations at $171.6 million. The stock currently has a "Moderate Buy" consensus rating from analysts, with an average target price of $41.20, while institutional investors hold 94.12% of the shares.
American Century Companies Inc. Has $94.92 Million Stake in NMI Holdings Inc $NMIH
American Century Companies Inc. increased its stake in NMI Holdings Inc. by 5.4% to hold 2,249,799 shares valued at $94.92 million. NMI recently reported Q3 EPS of $1.21, matching estimates, and revenue of $171.56 million, slightly below expectations. Analysts currently have a "Moderate Buy" rating for NMI with a consensus price target of $41.20.
NMI Holdings Inc. Reports Record Q3 Earnings
NMI Holdings Inc. reported record Q3 earnings, with total revenue reaching $178.7 million and GAAP net income at $96 million, or $1.22 per diluted share. The company demonstrated strong financial performance, increasing its primary insurance-in-force to $218.4 billion and maintaining an 83.9% persistency rate, alongside efficient cost management. Despite facing challenges like increased claims expenses and potential macroeconomic risks in specific housing markets, NMI Holdings is well-positioned for future growth with strategic share repurchases and a solid cash position.
Leeward Investments LLC MA Lowers Position in NMI Holdings Inc $NMIH
Leeward Investments LLC MA decreased its stake in NMI Holdings Inc (NASDAQ:NMIH) by 3.5% in the second quarter, selling 9,565 shares and holding approximately 0.34% of the company. Despite this, other institutional investors like Allianz Asset Management GmbH significantly increased their holdings. NMI Holdings reported strong earnings per share for the last quarter, surpassing analyst expectations, though revenue was below projections.
AlphaQuest LLC Lowers Stake in NMI Holdings Inc $NMIH
AlphaQuest LLC significantly reduced its stake in NMI Holdings Inc by 48.3% during the second quarter, now holding 32,461 shares valued at $1.37 million. This move comes as other institutional investors, like American Century Companies Inc. and Millennium Management LLC, increased their positions in NMI. Wall Street analysts maintain a "Moderate Buy" rating for NMI, with a consensus price target of $42.33, indicating a positive outlook despite the varied institutional ownership changes.
Earnings call transcript: NMI Holdings sees strong Q2 2025 revenue and EPS growth - Investing.com
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Earnings call transcript: NMI Holdings sees strong Q2 2025 revenue and EPS growth - Investing.com UK
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NMI Holdings, Inc. Schedules Third Quarter 2025 Earnings Release and Conference Call
NMI Holdings, Inc. announced its third-quarter 2025 earnings release will be on November 4, 2025, after market close, followed by a conference call and live webcast at 2:00 PM PT. The company, through National Mortgage Insurance Corporation, provides private mortgage insurance. The article also details recent insider trading activity, hedge fund movements, analyst ratings, and price targets for NMIH.
NMI Holdings, Inc. to Announce Third Quarter 2025 Financial Results on November 4, 2025
NMI Holdings, Inc. (NASDAQ: NMIH) announced that it will report its third quarter 2025 financial results on November 4, 2025, after market close. The company will host a conference call and live webcast to discuss the results. Supplemental information and a replay of the webcast will be available on the company's website.
NMI Holdings' (NASDAQ:NMIH) three-year earnings growth trails the favorable shareholder returns
NMI Holdings, Inc. (NASDAQ:NMIH) shareholders have seen a 79% increase in share price over three years, significantly outperforming the market. This growth is closely aligned with the company's 24% annual earnings per share increase over the same period, suggesting a consistent market perception of the business. Despite this, the article notes a warning sign in their analysis and encourages further investigation into the stock.
About Us | Oil & Gas Journal - NMI Holdings, Inc. Announces CFO Transition
NMI Holdings, Inc. has announced the appointment of Aurora Swithenbank as Executive Vice President and Chief Financial Officer, effective May 1, 2024. She will succeed Ravi Mallela, who is staying on to ensure a smooth transition. Swithenbank brings extensive experience from Vantage Group Holdings Ltd. and Goldman Sachs to her new role within the financial services company.
NMI Holdings, Inc. Receives Ratings Upgrade from Moody’s Investors Service
NMI Holdings, Inc. announced that Moody’s Investors Service has upgraded the insurance financial strength rating of its principal operating subsidiary, National Mortgage Insurance Corporation, to “A3” and upgraded the company’s outstanding senior notes to “Baa3.” Both ratings have a stable outlook, reflecting National MI's strong market position, efficient operations, high-quality insured portfolio, and robust financial standing. Adam Pollitzer, President and CEO, highlighted the company's leadership in the private mortgage insurance market and its ability to deliver value to stakeholders.
NMI Holdings, Inc. Receives “A-” Insurer Financial Strength and “BBB+” Senior Debt Ratings from Fitch
Fitch Ratings has assigned NMI Holdings, Inc.'s principal operating subsidiary, National Mortgage Insurance Corporation (National MI), an “A-” insurer financial strength rating and a “BBB+” rating to the company's senior notes due 2025. Both ratings have a stable outlook. This recognition highlights National MI’s strong regulatory capital, high-quality insured portfolio, and sophisticated risk management strategies.
Keefe, Bruyette & Woods Maintains NMI Holdings Inc - (NMIH) Market Perform Recommendation
Keefe, Bruyette & Woods maintained a Market Perform recommendation for NMI Holdings Inc (NMIH) on May 4, 2023. Analysts project a 20.11% upside with an average one-year price target of $27.69. Institutional ownership in NMIH is high, with 603 funds reporting positions, although total shares owned by institutions decreased slightly in the last quarter.
NMI Holdings Inc (NMIH) Q2 2020 Earnings Call Transcript
NMI Holdings Inc. (NMIH) held its Q2 2020 earnings call to discuss financial results and the impact of COVID-19 on its business and the mortgage insurance market. The company reported strong Q2 results with record new insurance written (NIW) and highlighted proactive steps taken to strengthen its balance sheet and capitalize on market opportunities despite ongoing uncertainty. Management emphasized the company's conservative risk management, reinforced capital position, and the critical role of mortgage insurance in supporting the housing finance system.
NMI prices new mortgage ILS, a $322m Oaktown Re IV Ltd.
NMI Holdings, Inc. has successfully priced its latest mortgage insurance-linked securities (ILS) deal, a $322 million Oaktown Re IV Ltd. transaction, signaling a return of investor interest in the market post-Covid-19 peak. This deal provides NMI subsidiary National Mortgage Insurance Corporation with fully collateralized excess of loss reinsurance protection for a portfolio of mortgage insurance policies, despite the ongoing economic impacts of the pandemic. The transaction involves $322 million of 10-year mortgage insurance-linked notes rated by DBRS Morningstar, covering aggregate losses on subject loans from a 2.50% cumulative claim rate up to an 8.00% aggregate detachment level.
NMI Holdings, Inc. Class A to Host Earnings Call
NMI Holdings, Inc. Class A (NASDAQ: NMIH) will host its Q4 Earnings Call on February 15, 2018, at 5:00 PM Eastern Time. Investors can listen live or access a replay of the call via Investor Network, a financial content community that provides market information and news. The company encourages interested parties to register for updates or get investment information.
National MI's Dana Abernathy to Chair the MBA's CMB Society
Dana Abernathy, senior account manager at National Mortgage Insurance Corporation (National MI), has been named chairman of the Mortgage Banker Association’s (MBA’s) Certified Mortgage Banker (CMB) Society. The CMB designation is the industry's highest professional standard, with the Society working to advance professionalism in real estate finance. Abernathy expressed honor in leading the society and inspiring excellence among mortgage professionals.
