NMI Holdings, Inc.
Keefe, Bruyette & Woods said private mortgage insurers wrote 21% more new business in Q2 than Q1 and 17% more than a year earlier. After reporting, KBW raised earnings targets for four of five companies it follows, including MGIC, while Radian’s Inigo miss led to lower EPS estimates. Fannie Mae and Freddie Mac updated PMIERs eligibility rules for VantageScore 4.0.
Swithenbank Aurora (EVP, Chief Financial Officer) sold 11,662 shares of NMI Holdings, Inc. (NMIH) at $44.51 ($0.52M total) on 2026-08-11.
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.
Over the past 7 days, alphai's AI scored 1 news story mentioning NMIH (NMI Holdings, Inc.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent NMIH coverage spans earnings, financial news and insider activity.
In the last 30 days, NMIH insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($1.1M). The most active reporter was Swithenbank Aurora, EVP, Chief Financial Officer, with 1 filing.
NMIH has improving operating momentum but valuation risk after the share run-up.
This is an insider open-market sale by the CFO, with no 10b5-1 plan cited, which can modestly affect sentiment but is not itself a fundamental change.
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.
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.
Keefe, Bruyette & Woods said private mortgage insurers wrote 21% more new business in Q2 than Q1 and 17% more than a year earlier. After reporting, KBW raised earnings targets for four of five companies it follows, including MGIC, while Radian’s Inigo miss led to lower EPS estimates. Fannie Mae and Freddie Mac updated PMIERs eligibility rules for VantageScore 4.0.
6 min readSwithenbank Aurora (EVP, Chief Financial Officer) sold 11,662 shares of NMI Holdings, Inc. (NMIH) at $44.51 ($0.52M total) on 2026-08-11.
2 min readSmith 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 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 readSimply 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 readNMI 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 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 readNMI 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 readNMI 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 readSimply 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.
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