AUG 5·SEC EDGARLow
Smith Robert Owen sold $536K of NMIH
Smith Robert Owen (EVP, Chief Risk Officer) sold 12,000 shares of NMI Holdings, Inc. (NMIH) at $44.65 ($0.54M total) on 2026-08-03.
StockNASDAQ · US · USDFinancial Services · Insurance - Specialty
$NMIH
NMI Holdings, Inc.
Price · $NMIHvia TradingView
AI sentiment · 7d3 articles
- Bullish
- 3
- Neutral
- 0
- Bearish
- 0
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $536K 1 txs
Smith Robert Owen1× · $536K
10b5-1 plan0%
Top stories · $NMIHMore →
AUG 4·investing.com
RBC Capital raises NMI Holdings stock price target on strong results
RBC Capital raised its price target for NMI Holdings (NMIH) to $53 from $46 and kept an Outperform rating after the company’s Q2 results. RBC cited 5.7% YoY premium growth, 15% ROE, 7.5% LTM revenue growth, strong underwriting margins, and favorable core losses. Shares trade around 1.2x trailing book value and 8.56 P/E.
AUG 4·simplywall.st
The Bull Case For NMI Holdings (NMIH) Could Change Following Record Q2 Earnings And Insurance In Force
Simply Wall St reports NMI Holdings’ Q2 2026 results: revenue rose to $187.89M and net income to $105.79M, with diluted EPS from continuing operations at $1.38. Insurance in force reached $227.10B. The article also notes a $51.23M share repurchase program since early 2025 and discusses risks from housing and macro conditions.
NMIH sentiment & insider activity
Over the past 7 days, alphai's AI scored 3 news stories mentioning NMIH (NMI Holdings, Inc.). Coverage has skewed bullish: 3 bullish, 0 neutral, and 0 bearish.
Recent NMIH coverage spans earnings, financial news and insider activity.
In the last 30 days, NMIH insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($536K). The most active reporter was Smith Robert Owen, EVP, Chief Risk Officer, with 1 filing.
What's driving NMIH
This is a routine insider open-market sale, not a new operating or financial catalyst.
Analyst target increase based on Q2 performance suggests near-term sentiment support, but it is not a new earnings print from the company.
Record earnings and higher insurance in force support the bull case for private mortgage insurance demand, but the piece flags housing-cycle and macro credit-risk risk.
Q2 metrics show strong growth and profitability, while management flagged seasonal default-rate normalization and regional housing macro pressure.
Earnings-call disclosures emphasize stronger credit/reserve development, stable core yield, and continued capital returns, which can support near-term valuation and risk appetite for private mortgage insurers.
alphai scores every news story that mentions NMIH with an AI model for sentiment and relevance, and aggregates insider trades from NMI Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $NMIH
Score
Smith Robert Owen sold $536K of NMIH
Smith Robert Owen (EVP, Chief Risk Officer) sold 12,000 shares of NMI Holdings, Inc. (NMIH) at $44.65 ($0.54M total) on 2026-08-03.
1 min readRBC Capital raises NMI Holdings stock price target on strong results
RBC Capital raised its price target for NMI Holdings (NMIH) to $53 from $46 and kept an Outperform rating after the company’s Q2 results. RBC cited 5.7% YoY premium growth, 15% ROE, 7.5% LTM revenue growth, strong underwriting margins, and favorable core losses. Shares trade around 1.2x trailing book value and 8.56 P/E.
2 min readThe Bull Case For NMI Holdings (NMIH) Could Change Following Record Q2 Earnings And Insurance In Force
Simply Wall St reports NMI Holdings’ Q2 2026 results: revenue rose to $187.89M and net income to $105.79M, with diluted EPS from continuing operations at $1.38. Insurance in force reached $227.10B. The article also notes a $51.23M share repurchase program since early 2025 and discusses risks from housing and macro conditions.
6 min read
NMI Holdings (NMIH) Q2 2026 Earnings Call Transcript
NMI Holdings (NMIH) reported Q2 2026 results on an earnings call. Management said New Insurance Written was $16B and Insurance in Force reached a record $227.1B. Total revenue was $187.9M, up 8.1% YoY. Adjusted net income was $106M and adjusted diluted EPS $1.38. The company repurchased $31.4M of shares and expects seasonal default-rate normalization.
6 min readNMI Holdings, Inc. Q2 2026 Earnings Call Summary
NMI Holdings reported Q2 2026 record results, including $106 million in adjusted net income, driven by insured portfolio growth and lower expenses. It surpassed $500B in total insurance ever written, with expense ratio at 19.4%. Management expects stable core yield, ongoing share repurchases (remaining $167M), and higher default populations in 2H 2026.
6 min readNMIH SWOT Analysis: Strong Growth Amidst Market Challenges Revea
NMI Holdings Inc (NMIH) filed its 10-Q for the quarter ended June 30, 2026. For the first half of 2026, it reported $371.37 million total revenue, up 7% year over year. Net premiums earned were $157.52 million for the three months ended June 30, 2026, up 6%. Net income rose to $105.79 million, up 10%. Claims and loss ratio increased.
6 min readNMIH Q2 Deep Dive: Portfolio Growth and Stable Credit Drive Outperformance
NMI Holdings’ management said it expects continued portfolio growth and stable earnings, citing resilient housing demand for mortgage insurance. It warned that seasonal factors and macro conditions could raise default rates, including fewer tax refunds in the second half. The company plans disciplined expense and risk selection to preserve portfolio quality and yields. NMIH trades near $43.49.
4 min readNMI Holdings (NMIH) Stock Still Looks Cheap After Record Profit Growth
Simply Wall St reports NMI Holdings (NMIH) shares rose about 2% after Q2 results. It cites record Q2 2026 revenue of $187.9m (up from $173.8m) and adjusted net income near $106m (vs. $96.2m), with basic EPS $1.40 (vs. $1.23). Primary insurance in force was $227.1b.
7 min readNMI Holdings (NMIH) Q2 2026 Earnings Call Transcript
Thursday, July 30, 2026 at 5 p.m. ET CALL PARTICIPANTS Vice President of Investor Relations and Treasury - John Swenson Executive Chairman - Brad Shuster President and Chief Executive Officer - Adam Pollitzer Chief Financial Officer - Aurora Swithenbank TAKEAWAYS New Insurance Written (NIW) -- $16 billion in the second quarter, representing high return new business volume according to management.
7 min read
NMI Holdings’s (NASDAQ:NMIH) Q2 CY2026 Sales Beat Estimates
Mortgage insurance provider NMI Holdings (NASDAQ: NMIH) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 8.1% year on year to $187.9 million. Its non-GAAP profit of $1.38 per share was 7.6% above analysts’ consensus estimates. Is now the time to buy NMI Holdings? Find out by accessing our full research report, it’s free.
5 min read