Radian Group’s (NYSE:RDN) Q3 2026 earnings results: revenue in line with expectations
Radian Group (RDN) reported Q3 2026 revenue of $624.1M, up 107% YoY and in line with estimates. Non-GAAP EPS of $1.44 beat consensus by 18.9%. Net premiums earned grew 131% YoY to $548.3M. CEO Mike Weinbach highlighted strong performance from both insurance businesses and strategic acquisitions. Book value per share grew 4.2% YoY to $35.78. Shares rose 4.4% post-results.
How this was made

The 30-second read
Why it matters
The earnings beat and immediate share price rise suggest short‑term buying interest, though longer‑term performance will depend on interest‑rate trends and underwriting discipline.
Market read
RDN's earnings beat provides a modest trading catalyst, primarily affecting the stock itself and peers in the insurance sector.
What to watch
Potential headwinds from rising interest rates could affect future float investment returns.
Background
Radian Group, a mortgage‑insurance provider, released its Q3 2026 results, highlighting revenue in line with expectations and a notable EPS beat.
Ticker impact
RDN posted Q3 2026 revenue of $624.1M in line with estimates and adjusted EPS of $1.44, beating consensus $1.21; shares rose 4.4% to $38.20 after the release.
likely upward pressure as the market prices in the earnings beat and revenue meet expectations
The beat on EPS and in‑line revenue, combined with a 4.4% post‑release price jump, suggest traders will buy on momentum.
Market effects
Positive earnings may lift other mortgage‑insurance and specialty‑insurance stocks.
U.S. financial sector sees modest uplift from the beat.
Limited to U.S. insurers; no broader macro impact.
Counterpoint
The beat may be priced in; valuation remains high and future rate‑environment risk could pressure earnings.
Key entities
- companyRadian Group
Mortgage‑insurance provider reporting Q3 2026 results.
- executiveMike Weinbach
CEO of Radian Group, quoted on the results.




