$RDN

Radian Group (RDN) reported better-than-expected quarterly results, with higher net premiums, new insurance written, and investment income. Its share price has risen 8% over 90 days but fell 6% recently. The stock's P/E ratio of 8.7x is below peers and industry averages, suggesting potential undervaluation. However, mortgage credit risks and housing market conditions could impact its valuation.

Mercury General (MCY) reported Q2 revenues of $1.68B, up 13.8% YoY, beating estimates, but shares fell 5.2%. Radian Group (RDN) reported $580.7M in revenues, up 95.7% YoY, missing EPS estimates, with shares down 8.6%. CNA Financial (CNA) reported $3.83B in revenues, up 1.9% YoY, beating estimates, but shares fell 6.5%. American Financial Group (AFG) reported $1.90B in revenues, up 5.3% YoY, meeting expectations, with shares up 1.3%.

Mike Weinbach has become CEO of Radian Group Inc. (RDN), replacing Rick Thornberry, who will advise until his 2026 retirement. Weinbach brings extensive financial services experience, previously leading Mr. Cooper Group and Wells Fargo's consumer lending. Radian is growing as a specialty insurer, recently acquiring Inigo Limited.

A review of Q2 earnings for 32 property and casualty insurers found group revenues 2.3% above consensus and next-quarter guidance 0.9% higher, while shares fell 1.1% on average. Selective Insurance Group (SIGI) reported $1.39B revenue (+4.6% YoY), beating revenue estimates; shares fell 6%. Essent (ESNT) rose 6% after a revenue beat; Radian (RDN) fell 5.4% after an EPS miss.

Radian Group Inc. (NYSE: RDN) reported Q2 revenue up 93% to $575 million, boosted by a full quarter of Inigo results after its Feb. 2 acquisition. Net income from continuing operations fell 23% to $118 million (87 cents/share) as acquisition costs and higher insurance losses weighed. Specialty premiums rose, and Radian continued divestitures and share repurchases.

Radian Group Inc. (NYSE: RDN) completed the sale of its Real Estate Services unit to PLACE and agreed to sell its Title business to PLACE as well, as part of its exit from non-core operations. The Title deal is expected to close in Q4 pending approvals. Terms were not disclosed. Radian’s 2025 strategic review also included its $1.67B Inigo acquisition.

Simply Wall St discusses Radian Group’s Q2 2026 results, citing revenue of $574.96 million and net income of $115.91 million. The piece notes a $0.255 quarterly dividend, share repurchases, board changes, and a shelf registration for an ESOP-related offering. It says specialty insurance is about half of revenue and earnings and frames the earnings miss around Radian’s shift to global multiline specialty insurance.

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.

Radian Group (RDN) reported Q2 2026 results on Aug. 6. Total revenue rose 93% YoY to $575 million and net earned premiums more than doubled to $504 million, aided by the first full quarter of Inigo. Book value per share increased 8.5% to $36. The article cites a forward P/E of 7.19 and discusses mortgage and specialty segment trends and outlook.

Radian Group Inc. (RDN) reported Q2 2026 results. Total revenue rose to $575M (+93%) and net earned premiums to $504M (+116%) after acquiring Inigo. Adjusted diluted net operating EPS was $1.14. Book value per share was $36.00 (+8.5%). Specialty net premiums were $267.4M; Specialty combined ratio 97.7% included $30M Middle East reserves. Dividends guidance for 2026 is $650M and buybacks $200M-$250M.