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.
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.
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 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.
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.
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.
