Earnings summaries and quarterly performance for RADIAN GROUP.
Executive leadership at RADIAN GROUP.
Richard Thornberry
Detailed
Chief Executive Officer
CEO
EH
Edward Hoffman
Detailed
Senior Executive Vice President, General Counsel
ER
Eric Ray
Detailed
Senior Executive Vice President, Chief Digital Officer
MD
Mary Dickerson
Detailed
Senior Executive Vice President, Chief People and Operating Officer
RQ
Robert Quigley
Detailed
Executive Vice President, Controller and Chief Accounting Officer
SP
Sumita Pandit
Detailed
President and Chief Financial Officer
Board of directors at RADIAN GROUP.
AL
Anne Leyden
Detailed
Director
BC
Brad Conner
Detailed
Director
BM
Brian Montgomery
Detailed
Director
DH
Debra Hess
Detailed
Director
FA
Fawad Ahmad
Detailed
Director
GS
Gregory Serio
Detailed
Director
HC
Howard Culang
Detailed
Non-executive Chairman of the Board
JR
Jed Rhoads
Detailed
Director
LM
Lisa Mumford
Detailed
Director
NS
Noel Spiegel
Detailed
Director
Research analysts who have asked questions during RADIAN GROUP earnings calls.
Bose George
Keefe, Bruyette & Woods
11 questions for RDN
Also covers: ACT, AGM, AGNC +25 more
DH
Douglas Harter
UBS
8 questions for RDN
Also covers: ACRE, ACT, AGNC +42 more
MB
Mihir Bhatia
Bank of America
6 questions for RDN
Also covers: ACT, AFRM, AXP +13 more
TM
Terry Ma
Barclays
4 questions for RDN
Also covers: AER, AL, AXP +16 more
SH
Scott Heleniak
RBC Capital Markets
2 questions for RDN
Also covers: BOW, BRO, FRFHF +8 more
Alexander Bond
Keefe, Bruyette & Woods, Inc.
1 question for RDN
Also covers: BETR, MC
DH
Doug Harter
UBS Group AG
1 question for RDN
Also covers: AOMR, ARCC, ARI +20 more
Recent press releases and 8-K filings for RDN.
Radian Group Reports Strong Q4 2025 Results, Completes Inigo Acquisition, and Outlines Strategic Transformation
RDN
Earnings
M&A
Share Buyback
- Radian Group reported strong Q4 2025 financial results, including net income from continuing operations of $159 million, or $1.15 per share, and a 13.5% return on equity for the quarter. For the full year 2025, net income from continuing operations was $618 million, or $4.39 per share, with total revenues of $1.2 billion.
- The company completed its strategic acquisition of Inigo, a specialty insurer, which was funded with existing liquidity and capital and is expected to double annual revenues and be accretive to EPS and returns.
- Radian Group returned $576 million to stockholders in 2025 through dividends and share repurchases, including $430 million for 13.5 million shares. The company anticipates at least $600 million in dividends from Radian Guaranty in 2026 and may resume opportunistic share repurchases.
- The divestiture plan for its mortgage conduit, title, and real estate services businesses is on track for completion by the third quarter of 2026.
Feb 19, 2026, 4:00 PM
Radian Group Reports Strong Q4 2025 Results, Completes Inigo Acquisition, and Plans Divestiture
RDN
M&A
Earnings
Share Buyback
- Radian Group reported strong financial results for Q4 2025, with net income from continuing operations of $159 million ($1.15 per share) and total revenues of $301 million. For the full year 2025, net income from continuing operations was $618 million ($4.39 per share) and total revenues were $1.2 billion. The company achieved a return on equity of 13.5% in Q4 and 13.1% for the full year, with book value per share growing 13% year-over-year to $35.29.
- The company completed the strategic acquisition of Inigo earlier this month for $1.67 billion, funded entirely with available liquidity and excess capital. This acquisition is expected to double annual revenues, be accretive to EPS and returns, and transform Radian into a global multi-line specialty insurer.
- Radian's mortgage insurance business grew its insurance in force portfolio to an all-time high of $283 billion and saw new insurance written (NIW) of $55 billion for the full year 2025. The company also returned $576 million to stockholders through dividends and share repurchases in 2025, including repurchasing approximately 13.5 million shares for $430 million.
- A divestiture plan for mortgage, conduit, title, and real estate services businesses is underway and on track for completion by the third quarter of 2026. The company expects to resume opportunistic share repurchases later in 2026.
Feb 19, 2026, 4:00 PM
Radian Group Announces Q4 and Full Year 2025 Results and Inigo Acquisition
RDN
Earnings
M&A
Guidance Update
- Radian completed the acquisition of Inigo for $1.67 billion on February 2, 2026, a strategic move expected to double Radian's revenue and result in mid-teens percentage GAAP EPS accretion and ~200 bps GAAP ROE accretion in FY 2026E.
- For Q4 2025, Radian reported Net Income from Continuing Operations of $159 million and Diluted Net Income from Continuing Operations Per Share of $1.15, with Total Revenues of $301 million.
- Full year 2025 results included Net Income from Continuing Operations of $618 million, Diluted Net Income from Continuing Operations Per Share of $4.39, and New Insurance Written of $55.2 billion.
- As of December 31, 2025, the company maintained $1.8 billion in Available Holding Company Liquidity and $1.6 billion in PMIERs Excess Available Assets, while Book Value Per Share grew 13% year-over-year to $35.29.
Feb 19, 2026, 4:00 PM
Radian Group Reports Strong Q4 2025 Results and Completes Inigo Acquisition
RDN
Earnings
M&A
Share Buyback
- Radian Group reported strong financial results for Q4 and full-year 2025, with net income from continuing operations of $159 million or $1.15 per share in Q4 2025, and $618 million or $4.39 per share for the full year 2025. The mortgage insurance in force portfolio grew 3% year-over-year to an all-time high of $283 billion.
- The company completed the strategic acquisition of Inigo for $1.67 billion, funded with existing liquidity, which is expected to double annual revenues, be accretive to EPS and returns, and generate $170 million of incremental pre-tax net income. This acquisition is also expected to result in north of 200 basis points of ROE accretion.
- Radian returned $576 million to stockholders in 2025 through dividends and share repurchases, including repurchasing 13.5 million shares for $430 million. The company expects to resume opportunistic share repurchases and maintain its leverage ratio below 20% by year-end 2026.
- The divestiture of its mortgage conduit, title, and real estate services businesses is on track for completion by Q3 2026, with $62 million of capital already extracted from these entities in Q4 2025.
Feb 19, 2026, 4:00 PM
Radian Announces Q4 and Full Year 2025 Financial Results and Inigo Acquisition
RDN
Earnings
M&A
New Projects/Investments
- Radian reported net income from continuing operations of $159 million, or $1.15 per diluted share, for Q4 2025, and $618 million, or $4.39 per diluted share, for the full year 2025.
- The company completed the acquisition of Inigo for $1.67 billion in February 2026, becoming a global multi-line specialty insurer and expecting mid-teens percentage accretion to earnings per share in 2026.
- Book value per share grew 13% year-over-year to $35.29 as of December 31, 2025, and primary mortgage insurance in force reached an all-time high of $282.5 billion.
- Radian returned $576 million of capital to stockholders through dividends and share repurchases during 2025.
Feb 19, 2026, 1:00 PM
Radian Announces Fourth Quarter and Full Year 2025 Financial Results
RDN
Earnings
M&A
Share Buyback
- Radian Group Inc. reported net income from continuing operations of $159 million, or $1.15 per diluted share, for the fourth quarter ended December 31, 2025, and $618 million, or $4.39 per diluted share, for the full year 2025.
- The company's book value per share grew 13% year-over-year to $35.29 as of December 31, 2025.
- Primary mortgage insurance in force reached an all-time high of $282.5 billion.
- Radian completed the acquisition of Inigo for $1.67 billion in February 2026, marking its expansion into a global multi-line specialty insurer.
- The company returned $576 million of capital to stockholders through dividends and share repurchases during 2025.
Feb 18, 2026, 9:30 PM
Radian Group Inc. Completes Acquisition of Inigo
RDN
M&A
New Projects/Investments
Guidance Update
- Radian Group Inc. completed the acquisition of Inigo Limited on February 2, 2026, for a purchase price of $1.67 billion, net of certain adjustments.
- This acquisition expands Radian from a U.S. private mortgage insurer into a global, diversified multi-line specialty insurer, and is expected to double its total annual revenue.
- The transaction is projected to deliver mid-teens percentage accretion to Radian's earnings per share and approximately 200 basis points accretion to return on equity in 2026.
Feb 3, 2026, 9:30 PM
Radian Group Completes Inigo Acquisition
RDN
M&A
New Projects/Investments
- Radian Group has completed the $1.67 billion acquisition of London-based Lloyd’s specialty insurer Inigo Limited.
- The acquisition was funded primarily by approximately $1.1 billion from Radian’s available liquidity and excess capital, with roughly $600 million via a Radian guaranty intercompany note.
- This strategic move transforms Radian from a U.S.-focused private mortgage insurer into a global multi-line specialty insurer, with Inigo operating as a standalone London business.
- Radian projects mid-teens percentage accretion to EPS and about 200 basis points improvement in return on equity in the first full year post-close, with an ambition to roughly double its annual gross written premium.
Feb 2, 2026, 3:31 PM
Radian Completes Acquisition of Inigo
RDN
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- Radian Group Inc. has completed the acquisition of Inigo Limited, a specialty insurance group, on February 2, 2026, expanding Radian into a global multi-line specialty insurer.
- The purchase price paid at closing was $1.67 billion, net of certain adjustments, representing approximately 1.4 times Inigo's estimated tangible equity of $1.16 billion at year-end 2025.
- The acquisition is expected to deliver mid-teens percentage accretion to Radian’s earnings per share and approximately 200 basis points accretion to return on equity in 2026.
- Radian anticipates the transaction will double its total annual revenue and provide flexibility to deploy capital across multiple insurance lines.
Feb 2, 2026, 3:00 PM
Radian Group Inc. Secures $600 Million Intercompany Note for Inigo Acquisition
RDN
Debt Issuance
M&A
New Projects/Investments
- Radian Group Inc. (RDN) has entered into a $600 million intercompany note with its wholly-owned subsidiary, Radian Guaranty Inc. (RGI).
- The proceeds from this note will partially fund the acquisition of Inigo Limited, with the closing expected in February 2026.
- The intercompany note has a ten-year term and bears interest at a rate of 6.50% per annum.
- As a condition of approval from the Pennsylvania Insurance Department, RGI must obtain prior approval for all dividends paid for three years and maintain a minimum policyholders' surplus of $500 million.
Dec 29, 2025, 9:45 PM
Quarterly earnings call transcripts for RADIAN GROUP.
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