$RDN

RADIAN GROUP INC

alphai earnings readSecond quarter 2026 · AUG 6Second quarter revenue grew 93% year over year; Specialty represented 53% of net premiums earnedVerdict: mixed

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

No enriched coverage for $RDN in the last 7 days.

No SEC Form 4 filings for $RDN in the last 30 days.

See all $RDN insider activity →
Med

Weinbach assumes CEO role at Radian succeeding Thornberry

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.

Q2 Earnings Outperformers: Selective Insurance Group (NASDAQ:SIGI) And The Rest Of The Property & Casualty Insurance Stocks

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 Revenue Jumps 93% as Inigo Reshapes Business

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.

RDN sentiment & insider activity

Recent RDN coverage spans earnings, sector analysis and financial news.

What's driving RDN

  • Leadership transition may influence strategic direction and investor sentiment.

    reinsurancene.ws · Aug 21, 2026

  • Despite revenue growth, the EPS miss and negative stock reaction point to cost, loss, or expense pressure that matters more to investors.

    stockstory.org · Aug 18, 2026

  • Inigo integration is driving a major revenue mix shift toward Specialty, but higher insurance losses and acquisition costs are pressuring earnings.

    mychesco.com · Aug 16, 2026

  • Divesting Real Estate Services and agreeing to sell Title should simplify Radian’s portfolio and reduce execution risk in non-core lines, while shifting focus to mortgage and specialty insurance.

    mychesco.com · Aug 15, 2026

  • The article’s core tradable input is the Q2 earnings miss plus ongoing mix shift toward specialty insurance, which can pressure near-term profitability expectations.

    simplywall.st · Aug 15, 2026

alphai scores every news story that mentions RDN with an AI model for sentiment and relevance, and aggregates insider trades from RADIAN GROUP INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $RDN

Score

Weinbach assumes CEO role at Radian succeeding Thornberry

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.

Q2 Earnings Outperformers: Selective Insurance Group (NASDAQ:SIGI) And The Rest Of The Property & Casualty Insurance Stocks

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.

$RDNMed

Radian Revenue Jumps 93% as Inigo Reshapes Business

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.

$RDNMed

Radian Sells Real Estate Unit, Agrees to Exit Title

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.

$RDNLow

Does Radian’s Q2 Miss And Specialty Shift Reshape The Bull Case For Radian Group (RDN)?

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.

Mortgage insurers report another strong quarter of profits

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.

$RDNMed

Radian’s (RDN) Revenue Jumped 93%, So Why Are Shares So Cheap?

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.

$RDNMedAI 8/10

Radian (RDN) Q2 2026 Earnings Call Transcript

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.

$RDNLow

RADIAN GROUP INC (RDN): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

RADIAN GROUP INC (RDN) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Exhibit 99.1 Radian Appoints Barry C. McCarthy to Board of Directors WAYNE, Pa., August 10, 2026 — Radian Group Inc. (NYSE: RDN) today announced that Barry C. McCarthy has been appointed to serve on its Board of Directors. Mr. McCarthy is President, Chief Executive Officer and a

Title insurers report improved profits, volume in 2Q

All five publicly traded title insurers reported higher year-over-year net income in 2Q, with Old Republic citing higher pretax operating income. KBW’s reactions were mixed: it cut earnings estimates and ratings for Stewart Information Services and cut estimates and price target for Fidelity National Financial, while raising estimates and price target for First American Financial. Radian Group later announced a deal to sell its title business to PLACE.

Related tickers