Barclays Lowers Radian Group (NYSE:RDN) Price Target to $37.00
Barclays has reduced its price target for Radian Group (NYSE:RDN) to $37.00 from $40.00, while maintaining an "equal weight" rating, suggesting a potential upside of 9.82%. Despite this, the consensus among analysts remains a "Moderate Buy" with an average target price of $40.00. Radian Group recently surpassed EPS estimates, reporting $1.16 against a consensus of $1.11, and boasts significant institutional ownership.
SG Americas Securities LLC Increases Stock Position in Radian Group Inc. $RDN
SG Americas Securities LLC significantly increased its stake in Radian Group Inc. (NYSE:RDN) by 108.9% in the fourth quarter, now holding 57,059 shares valued at $2.05 million. The company has a "Moderate Buy" consensus rating with an average target price of $40.60. Radian Group exceeded Q4 EPS expectations and pays an annual dividend of $1.02, representing a 3.0% yield.
Radian Group (NYSE: RDN) sets interim CFO Kobell’s 2026 pay
Radian Group Inc. (NYSE: RDN) has filed an amendment detailing the compensation package for its interim Chief Financial Officer, Daniel Kobell. Effective February 21, 2026, Mr. Kobell's annual base salary is set at $500,000, along with eligibility for a short-term incentive program targeting 100% of his base salary and a long-term equity incentive award of $1,000,000 for 2026. This amendment clarifies the financial terms of his appointment, which became effective on February 12, 2026.
Radian Group Inc Stock: Examining the Core Mortgage Insurance Business Model and Investor Opportunit
Radian Group Inc. provides essential mortgage insurance services in the U.S., helping lenders mitigate risks and facilitating homeownership. This analysis details the company's business model, competitive landscape, financial health, and sector drivers, highlighting its role as a key player in the residential lending sector. It also discusses investor opportunities and potential risks associated with the housing market and economic changes.
Radian Group Inc Stock: Examining the Core Mortgage Insurance Business Model and Investor Opportunities in a Stabilizing Housing Market
Radian Group Inc (RDN) provides essential private mortgage insurance (PMI) services in the U.S., helping lenders mitigate risks and enabling homeownership for borrowers with lower down payments. The article details Radian's business model, competitive landscape, financial health, and risks for investors. It highlights the company's role as a key player in the oligopolistic mortgage insurance industry, driven by housing affordability and lending activity, and positions it as a targeted exposure to the U.S. housing recovery for North American portfolios.
Vanguard realigns holdings; subsidiaries to report RDN shares (RDN)
The Vanguard Group has reported zero beneficial ownership of Radian Group Inc. (RDN) shares following an internal realignment effective January 12, 2026. This change means that certain Vanguard subsidiaries will now report their beneficial ownership separately, as permitted by SEC Release No. 34-39538. The filing does not indicate a sale or purchase of shares but rather a change in reporting structure, with actual holder-level positions expected in subsequent subsidiary filings.
Radian Group Inc. (NYSE:RDN) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Radian Group Inc. (NYSE:RDN) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $40.60. The company shows solid fundamentals, including a P/E of 7.93, a market cap of $4.49 billion, and a quarterly EPS of $1.16, beating estimates. Radian also pays a $1.02 annual dividend, yielding approximately 3.1%.
Radian Group Inc. $RDN Shares Purchased by Tudor Investment Corp ET AL
Tudor Investment Corp ET AL significantly increased its stake in Radian Group Inc. by 274.3% in Q3, now owning 91,912 shares valued at approximately $3.33 million. Other institutional investors like Vanguard Group Inc. and Dimensional Fund Advisors LP also increased their holdings, with institutional ownership of Radian Group reaching 95.33%. Analysts have a "Moderate Buy" consensus rating for RDN with a price target of $40.60, following recent earnings that beat estimates and a declared quarterly dividend.
Assenagon Asset Management S.A. Acquires 306,282 Shares of Radian Group Inc. $RDN
Assenagon Asset Management S.A. significantly increased its stake in Radian Group Inc. by 125.3% in Q4, acquiring 306,282 additional shares for a total holding of 550,634 shares valued at $19.82 million. Radian Group (NYSE: RDN) also reported strong Q4 results, surpassing earnings estimates with $1.16 EPS and achieving a net margin of 46.99%. The company maintains a "Moderate Buy" consensus rating from analysts, a consistent dividend payment, and a solid market performance.
Radian Group (NYSE: RDN) details Inigo Lloyd’s Syndicate 1301 accounts and timing of US GAAP filings
Radian Group Inc. has provided details about the 2025 annual accounts for Syndicate 1301, managed by its recent acquisition Inigo Limited, which writes insurance and reinsurance. These accounts are prepared under UK GAAP and are standalone, not representing Radian's consolidated financials. Radian plans to file pro forma financial information and audited 2025 consolidated results for Inigo on a US GAAP basis by April 17, 2026.
Radian posts Syndicate 1301 annual accounts after Inigo acquisition; US GAAP Inigo results to follow
Radian announced the posting of Syndicate 1301's 2025 annual accounts, which are related to its February acquisition of Inigo. The company stated that audited 2025 US GAAP results for Inigo would be released subsequently. Radian is expected to file the audited 2025 consolidated US GAAP financials and pro forma information for the Inigo acquisition by amendment no later than April 17, 2026.
Radian Group declares $0.255 dividend
Radian Group has declared a quarterly dividend of $0.255 per share, payable on March 15 to shareholders of record as of February 28. This dividend announcement reflects the company's financial policy related to shareholder returns.
Radian Group Inc stock faces pressure amid Q4 2025 earnings review and high volume trading
Radian Group Inc. shares dipped 1.22% on Nasdaq amidst high trading volume, following the release of its Q4 2025 earnings report which showed a 3% decline in net income but a 13% rise in book value per share. The article highlights the company's strong capital position, cash buildup, and resilience within the U.S. mortgage insurance market, making it an appealing asset for DACH investors seeking stable exposure to American housing. Despite income pressures, Radian's strategic capital management and dividend capacity are noted as key strengths.
Radian Group declares $0.255 dividend
Radian Group Inc. (RDN) recently declared a quarterly dividend of $0.255 per share, payable on March 18, 2026, to shareholders of record as of February 26, 2026. The ex-dividend date is set for February 25, 2026. This dividend announcement highlights the company's commitment to returning value to its shareholders.
UBS Remains Neutral on Radian Group (RDN)
UBS has reiterated its Neutral rating on Radian Group (RDN) and adjusted its target price from $41 to $39, implying a potential upside of over 19%. The company recently announced plans to distribute at least $600 million in dividends in 2026 and expects to triple revenues by becoming a multinational, multiline specialty insurer through strategic acquisitions and divestitures. Radian Group reported a net income of $159 million or $1.15 per share in the fourth quarter.
Prana Capital Management LP Invests $1.98 Million in Radian Group Inc. $RDN
Prana Capital Management LP initiated a new stake in Radian Group Inc. (NYSE:RDN) during the third quarter, purchasing 54,632 shares valued at approximately $1.98 million. Radian Group has received a "Moderate Buy" rating from analysts, holds an average price target of $40.60, and reported strong quarterly earnings exceeding expectations. The company also pays a quarterly dividend of $0.255, reflecting an annualized yield of about 3.1%.
RDN PE Ratio & Valuation, Is RDN Overvalued
Radian Group Inc (RDN) is currently considered in the "Fair zone" with a forward PE ratio of 8.18, aligning closely with its five-year average of 7.72. Its fair price is estimated between $29.48 and $36.99 based on a relative valuation method. While its P/S ratio of 3.87 is significantly above the industry average, the article questions its sustainability given the company's 1.40% revenue growth.
Radian Group Inc Stock (ISIN: US7509171069) Holds Steady Amid Mortgage Insurance Sector Resilience
Radian Group Inc. (ISIN: US7509171069) is demonstrating stability in a challenging U.S. housing market, attracting investor attention due to its strong capital returns and prudent underwriting practices. The mortgage insurer's defensive positioning, highlighted by its high dividend yield and share buyback program, offers a buffer against sector headwinds, particularly appealing to European investors tracking U.S. financials via Xetra. Despite a cooling housing market and elevated mortgage rates, Radian's focus on risk management and shareholder value reinforces its resilience.
Radian Group Inc. (NYSE:RDN) Screens as a High-Quality Value Stock
Radian Group Inc. (NYSE:RDN), a provider of private mortgage insurance, appears to be a high-quality value stock based on a recent screening. The company exhibits an attractive valuation with a low Price-to-Earnings ratio of 7.74 and strong financial health, including an operating margin of 69.05% and high liquidity. Despite varied past growth, analysts predict future EPS growth of over 10% annually, complemented by an appealing dividend yield of 3.08%.
Assessing Radian Group’s Valuation After Its Latest Earnings Beat And Mortgage Credit Risk Role
Radian Group (RDN) recently beat earnings expectations, drawing attention to its role in mortgage credit risk management. The company is currently considered 14.7% undervalued, with a fair value estimated at $38.67, driven by strong housing demand and increased need for private mortgage insurance. However, this valuation could be affected if mortgage originations weaken or housing affordability issues persist.
Radian Group Inc. $RDN Shares Purchased by Capitolis Liquid Global Markets LLC
Capitolis Liquid Global Markets LLC significantly increased its stake in Radian Group Inc. (NYSE:RDN) by 88.3% in Q3, acquiring 233,300 additional shares to bring its total to 497,600 shares valued at approximately $18 million. Wall Street analysts currently rate Radian as a "Moderate Buy" with an average price target of $40.60. The company reported a Q3 EPS of $1.16, beating estimates, and offers an annualized dividend of $1.02, yielding about 3.1%.
Assessing Radian Group’s Valuation After Its Latest Earnings Beat And Mortgage Credit Risk Role
Radian Group recently surpassed earnings expectations, bringing attention to its important role in managing mortgage credit risk and supporting real estate transactions. The company's valuation narrative suggests it is 14.7% undervalued, with a fair value estimate of $38.67, driven by strong housing demand from millennials and first-time homebuyers. However, potential risks like weakening mortgage origination or ongoing affordability issues could challenge these assumptions.
Radian Group Inc. Experiences Revision in Stock Evaluation Amid Mixed Performance Indicators
Radian Group Inc., a small-cap insurance company, has seen its stock price rise slightly to $33.12, though it has underperformed the S&P 500 over the past year. Technical indicators show a mixed outlook, with bearish short-term trends but bullish volume metrics, while long-term performance over three and five years demonstrates resilience.
WINTON GROUP Ltd Trims Stock Holdings in Radian Group Inc. $RDN
WINTON GROUP Ltd significantly reduced its stake in Radian Group Inc. by 88.7% in the third quarter, selling 157,650 shares and retaining 20,000 shares valued at $724,000. Other institutional investors also adjusted their positions, with hedge funds and institutions collectively owning 95.33% of the company's stock. Radian Group recently reported an EPS beat of $1.16 against an expected $1.11, while its revenue was in line with analyst predictions, and the company issued a quarterly dividend of $0.255 per share.
Capital World Investors Acquires 140,003 Shares of Radian Group Inc. $RDN
Capital World Investors increased its stake in Radian Group Inc. (NYSE: RDN) by 10.7% in the third quarter, purchasing an additional 140,003 shares, bringing their total ownership to 1,454,087 shares valued at $52,667,000. Several other institutional investors also adjusted their holdings in Radian Group. The insurance provider recently reported strong quarterly earnings, beating analyst estimates, and declared a quarterly dividend of $0.255 per share.
UBS Group Has Lowered Expectations for Radian Group (NYSE:RDN) Stock Price
UBS Group has reduced its price target for Radian Group (NYSE:RDN) stock from $41.00 to $39.00, while maintaining a "neutral" rating, indicating a potential upside of 17.94% from its previous close. Despite this, Radian Group holds a "Moderate Buy" consensus rating from analysts with an average target price of $40.60. The company recently exceeded quarterly EPS estimates and shows strong financial health with a net margin of 46.99% and a return on equity of 13.07%.
Radian Shuts Down Mortgage Conduit Business, Refocuses On Insurance Strategy
Radian Group has decided to shut down its mortgage conduit platform, Radian Mortgage Capital, to refocus on its core mortgage insurance and specialty insurance operations. This move follows a strategic pivot announced in September 2025, which included divesting its "all other business" segment, accelerated by its acquisition of specialty insurer Inigo Limited. Radian will wind down the unit over the coming months and is evaluating options for its other non-insurance units like title and real estate services.
Insurance Industry Pullback: Financial Trends for Kemper, Radian, Enact (2026 Analysis) - News and Statistics
The insurance industry has experienced a 2.3% contraction over the past six months, despite a 4.8% climb in the S&P 500, due to concerns about claims severity and tightening regulations. This article analyzes the financial trends of three specific insurance companies: Kemper, Radian Group, and Enact Holdings, highlighting their declining net premiums, reduced earnings per share, and decreased book values. It suggests investors should be cautious given the cyclical nature of these insurers.
P&C Insurers Beat Q4 2025 Revenue Forecasts, Radian Group Sees Stock Rise - News and Statistics
The property and casualty (P&C) insurance sector collectively exceeded Q4 2025 revenue forecasts by five percent, though average share prices remained stable. Radian Group, despite a year-over-year revenue decline and missing analyst projections, saw its stock price increase after earnings, thanks to exceeding EPS expectations and strategic actions. The article also discusses the cyclical nature of the P&C industry, influenced by market conditions, interest rates, and challenges from rising catastrophe losses and social inflation.
RDN Stock Trading at a Discount to Industry at 0.98X: Time to Buy?
Radian Group Inc. (RDN) stock is trading at a discount compared to its industry, with a forward price-to-book value of 0.98X. The company shows strong financials, including consistent earnings beats, a growing mortgage insurance portfolio, and an increasing return on invested capital. Recent strategic acquisitions and divestitures aim to expand its global footprint and focus on higher growth potential, making it a compelling investment based on current valuations and analyst sentiment.
RDN Shares Priced Below Industry Average at 0.98X: Is Now the Right Time to Invest?
Radian Group Inc. (RDN) is trading at an attractive valuation with a forward price-to-book ratio of 0.98, significantly below the industry average. The company shows strong growth prospects, with analysts projecting EPS increases for 2026 and 2027, and has outperformed its industry peers in stock performance and earnings growth. Recent strategic acquisitions, such as Inigo, and divestitures are expected to further enhance its financial health, product offerings, and capital allocation flexibility, making it a compelling investment opportunity, especially for income-focused investors due to its rising dividend.
59,219 Shares in Radian Group Inc. $RDN Bought by Quantbot Technologies LP
Quantbot Technologies LP recently acquired a new stake in Radian Group Inc. (NYSE:RDN), purchasing 59,219 shares valued at approximately $2.15 million during the third quarter. Radian, an insurance provider, surpassed quarterly earnings expectations with $1.16 EPS against an estimated $1.11 and maintains a low P/E ratio of 8.3. The company also offers an annualized dividend of $1.02, representing a 3.0% yield, and is rated a "Moderate Buy" by analysts with an average price target of $40.80.
Q4 Rundown: Radian Group (NYSE:RDN) Vs Other Property & Casualty Insurance Stocks
This article provides a Q4 rundown for Radian Group (NYSE:RDN) and compares its performance with other property and casualty insurance stocks. It highlights Radian's revenue decline but notes a stock increase post-earnings, alongside detailing the best performer (HCI Group) and the weakest performer (Old Republic International) in the sector. The piece also briefly reviews Enact Holdings and Erie Indemnity's Q4 results.
RDN Financials: Income Statement, Balance Sheet & Cash Flow
This article provides an in-depth look at Radian Group's (RDN) financial statements for fiscal year 2025, including its income statement, balance sheet, and cash flow. Key metrics such as revenue, net income, EPS, and debt-to-equity ratio are detailed, alongside an assessment of the company's financial health and earnings quality.
Radian Reports $618 Million Full-Year Income, Completes Inigo Deal
Radian Group Inc. reported a full-year 2025 net income of $618 million and completed its $1.67 billion acquisition of Lloyd’s specialty insurer Inigo in February 2026. This acquisition is expected to expand Radian into a global multi-line specialty insurer, increasing earnings per share and return on equity in 2026. The company also saw its primary mortgage insurance in force grow to $282.5 billion and returned $576 million to stockholders.
Radian Group Inc. (NYSE:RDN) Receives Average Recommendation of "Moderate Buy" from Analysts
Radian Group Inc. (NYSE:RDN) has received an average "Moderate Buy" rating from seven analysts, with an average 12-month price target of $40.80. The company reported strong quarterly earnings, beating analyst estimates with $1.16 EPS and revenue of $300.51 million, and declared a quarterly dividend of $0.255. Despite an EVP selling shares, institutional investors hold a significant majority of the stock.
Radian Group Inc. $RDN Shares Sold by JPMorgan Chase & Co.
JPMorgan Chase & Co. significantly reduced its stake in Radian Group Inc. (RDN) by 51% in the third quarter of 2025, selling over a million shares. Despite this, Radian Group exceeded Q4 earnings estimates with $1.16 EPS and declared a quarterly dividend of $0.255, reflecting strong financial performance and a "Moderate Buy" consensus target price of $40.80 from analysts. Insider sales, specifically by EVP Eric Ray, were also noted, alongside increased institutional ownership which now stands at 95.33% of the stock.
Radian Group Acquisition Of Inigo Reshapes Earnings Mix Beyond Mortgage Insurance
Radian Group has acquired specialty insurer Inigo, broadening its business beyond mortgage insurance into global multi-line specialty insurance. This strategic move aims to diversify Radian's earnings profile and reduce its reliance on the U.S. housing market. The acquisition is expected to impact the company's financial dynamics, with investors now evaluating a broader platform rather than just its mortgage insurance operations.
Radian Group Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics
Radian Group Inc., a small-cap insurance company, has recently revised its stock evaluation amidst fluctuating market conditions, showing notable returns compared to the S&P 500 in the short term but a year-to-date decline. Technical indicators suggest a bearish trend, with weekly MACD and KST being bearish, and daily moving averages also reflecting a bearish sentiment. Despite strong long-term returns, Radian's performance still trails the S&P 500 in three-year and five-year periods.
Barclays Increased Target Price on Radian Group (RDN) to $40
Barclays increased its target price on Radian Group (RDN) to $40 from $37, maintaining an "Equal Weight" rating. This adjustment follows Radian's strong Q4 2025 results, which beat adjusted diluted EPS consensus, and the recent acquisition of Inigo, an all-cash transaction valued at $1.67 billion. The acquisition is expected to boost EPS in the mid-teens percentage and add 200 basis points to return on equity.
13 Deep Value Stocks to Buy Right Now
The article identifies Radian Group Inc. (NYSE: RDN) as one of 13 deep value stocks to consider buying. Radian Group's recent Q4 2025 earnings surpassed expectations, and the company completed its acquisition of Inigo, aiming for significant EPS accretion and increased return on equity. Barclays raised its price target for Radian Group to $40, maintaining an Equal Weight rating.
5 Must-Read Analyst Questions From Radian Group’s Q4 Earnings Call
Radian Group's Q4 earnings saw revenue fall short but non-GAAP EPS exceed expectations, driven by mortgage insurance portfolio growth and disciplined risk management. The article highlights key analyst questions from the earnings call, focusing on the Inigo acquisition, cure rates, pricing environment, and financial guidance, providing insight into the company's future catalysts.
Radian Group (RDN) Valuation Check After Cooling Share Price Momentum
Radian Group (RDN) has garnered investor interest due to recent share price fluctuations, with a small gain last month but a decline over the past three months. The company, which specializes in mortgage insurance, reported revenues of US$1,197.084 million and net income of US$618.179 million. Despite a 5-year total return of about 91%, the stock is currently considered 11.2% undervalued, with a fair value of $38.67 per share, based on strong housing demand and persistent mortgage insurance needs.
Vanguard Group Inc. Buys 427,473 Shares of Radian Group Inc. $RDN
Vanguard Group Inc. increased its stake in Radian Group Inc. by 427,473 shares in the third quarter, bringing its total holdings to 16,272,597 shares, valued at approximately $589.4 million. Radian Group Inc. reported strong quarterly earnings, beating analyst expectations with an EPS of $1.16 on $300.51 million in revenue and declared a quarterly dividend of $0.255 per share. Analysts currently hold a consensus "Moderate Buy" rating for Radian with a target price of $40.80.
5 Must-Read Analyst Questions From Radian Group's Q4 Earnings Call
Radian Group's Q4 2025 earnings saw revenue slightly miss expectations, while non-GAAP EPS exceeded consensus, driven by mortgage insurance portfolio growth and disciplined risk management. The article highlights key analyst questions and management's responses regarding the Inigo acquisition, future financial expectations, and the sustainability of strong cure rates. It concludes by outlining market catalysts and investment considerations for Radian Group.
Radian Group’s Quiet Rally: Is RDN Now a Cash-Rich Value Trap—or Opportunity?
Radian Group (RDN), a mortgage insurer, is generating strong cash flow, buying back shares, and increasing its dividend, yet it trades at a discount to book value. The market's caution reflects fears about the housing market and credit cycle, contrasting with management's confidence. For investors, RDN represents a leveraged play on the US housing and credit cycle, offering potential upside if the market's concerns prove overstated, but also risk in a downturn.
Radian Group (NYSE: RDN) executive details RSU and stock holdings in Form 3
Radian Group executive Meghan Bartholomew has filed an initial ownership report (Form 3) detailing her equity awards and share holdings in the company. The filing reveals performance-based restricted stock units (RSUs) that can vest between 2026 and 2028, contingent on book value growth and relative total shareholder return, alongside time-based RSUs, stock options, and common stock held directly and indirectly. This report provides transparency on the executive's current equity positions without indicating any specific buying or selling transactions.
Radian Group Inc (NYSE:RDN): A High-Quality Dividend Stock for Income Investors
Radian Group Inc (NYSE:RDN) is presented as a high-quality dividend stock suitable for income investors due to its solid dividend structure and strong fundamental base. The company boasts an appealing and increasing yield (around 3.06%), a consistent dividend distribution for at least ten years, and a careful payout ratio of about 25.6%. This is supported by good earnings measures, strong operating and profit margins, and a sound financial position with low debt.
Radian Group Q4 2025 Earnings Call Transcript
Radian Group reported net income of $159 million (or $1.15/share) for Q4 2025, with full-year net income at $618 million (or $4.39/share). The company also completed its acquisition of Inigo, a specialty insurer, which is expected to double annual revenues and be accretive to EPS. Radian's mortgage insurance portfolio grew to an all-time high of $283 billion, and the company plans to divest its mortgage conduit, title, and real estate services businesses by Q3 2026.
Why (RDN) Price Action Is Critical for Tactical Trading
This article analyzes Radian Group Inc. (RDN) stock, highlighting weak near-term sentiment and a critical test of support. It provides AI-generated trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for tactical trading decisions.
