RDN

RADIAN GROUP INC

NYSE · Surety Insurance · Inc. DE · CIK 0000890926

$36.33 -2.36% $4.8B

3 New Institutional Positions

Vol

Market Cap$4.8B

Cap SizeMid Cap

Analyst ConsensusBuy (67%)

Inst. Holders9 funds

Inst. Value$1.0B

Inst. Activity3 buys / 1 sells

SEC Reports4

Exchange NYSE·Sector Surety Insurance·Inc. DE·CIK 0000890926·Prev Close $37.21

Recent Activity

May 21, 2026 SEC

Radian Group Inc. announced a planned CEO succession: Michael Weinbach will join as CEO-Elect on June 1, 2026, and becom

8-K — Impact 3/10

May 15, 2026 Insider

Serio Gregory sold 4,837 shares

Director @ $0.00 ($0.00)

May 15, 2026 Insider

Serio Gregory sold 4,837 shares

Director @ $0.00 ($0.00)

May 15, 2026 Insider

Rhoads Jed sold 5 shares

Director @ $36.93 ($184.65)

May 7, 2026 SEC

Radian Group reported Q1 2026 adjusted diluted EPS of $1.27, beating consensus of $1.25 by 1.5%, and total revenues surg

8-K — Impact 6/10

Apr 21, 2026 SEC

Radian Group Inc. announced that Eric R. Ray, Senior Executive Vice President and Chief Digital Officer, will retire eff

8-K — Impact 3/10

Inst.

NORGES BANK — NEW

2,149,601 shares ($77.4M)

Inst.

BANK OF AMERICA CORP — TRIM

601,340 shares ($21.6M)

Price Targets

$43.17 +18.8% upside Buy

Current $36.33 Low $37.00 Median $44.00 High $48.00 6 analysts

$37.00 $48.00

Analyst Ratings

Buy67% buy · 9 analysts

2Strong Buy

4Buy

3Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 22, 2026	RBC Capital	INITIATE	Outperform
May 11, 2026	Barclays	MAINTAIN	Equal-Weight → Equal-Weight
Apr 29, 2026	B of A Securities	UPGRADE	Underperform → Buy
Apr 10, 2026	Keefe, Bruyette & Woods	MAINTAIN	Outperform → Outperform
Apr 6, 2026	Barclays	MAINTAIN	Equal-Weight → Equal-Weight

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$1.36 ▲ +9.1%	$1.30 — $1.44	35% YoY	4
Next Q	$1.35 ▲ +8.5%	$1.30 — $1.39	26% YoY	4
Current FY	$5.32 ▲ +7.5%	$5.18 — $5.46	27% YoY	4
Next FY	$5.49 ▲ +2.0%	$5.30 — $5.63	3% YoY	5

Latest Reports

NEUTRAL 8-K 3/10

Radian Group Inc. announced a planned CEO succession: Michael Weinbach will join as CEO-Elect on June 1, 2026, and becom

May 21, 2026

MIXED 8-K 6/10

Radian Group reported Q1 2026 adjusted diluted EPS of $1.27, beating consensus of $1.25 by 1.5%, and total revenues surg

May 7, 2026

Top Institutional Holders

Fund	Value	Move
VANGUARD GROUP INC	$584.0M	—
CHARLES SCHWAB INVESTMENT MANAGEMENT	$214.5M	NEW
NORGES BANK	$77.4M	NEW
MORGAN STANLEY	$59.3M	—
TWO SIGMA INVESTMENTS, LP	$30.2M	ADD

Recent Insider Trades

Date	Insider	Type	Value
May 15, 2026	Serio Gregory	M	$0.00
May 15, 2026	Serio Gregory	M	$0.00
May 15, 2026	Rhoads Jed	F	$184.65
May 15, 2026	Rhoads Jed	M	$0.00
May 15, 2026	Rhoads Jed	M	$0.00

9 institutional holders with $1.0B total value (28,304,931 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, NORGES. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	16,226,779	$584.0M	57.3%	—
2	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	5,959,463	$214.5M	21.1%	NEW
3	NORGES BANK	2,149,601	$77.4M	7.6%	NEW
4	MORGAN STANLEY	1,648,747	$59.3M	5.8%	—
5	TWO SIGMA INVESTMENTS, LP	839,243	$30.2M	3.0%	ADD +56.0%
6	FMR LLC	677,322	$24.4M	2.4%	TRIM -62.5%
7	BANK OF AMERICA CORP /DE/	601,340	$21.6M	2.1%	TRIM -34.2%
8	WELLS FARGO & COMPANY/MN	154,836	$5.6M	0.5%	ADD +45.6%
9	RENAISSANCE TECHNOLOGIES LLC	47,600	$1.7M	0.2%	DOUBLED +366.7%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
NORGES BANK	NEW	—	2,149,601	—	$77.4M	2025-Q4
BANK OF AMERICA CORP /DE/	TRIM	914,214	601,340	-34.2%	$21.6M	2025-Q4
WELLS FARGO & COMPANY/MN	ADD	106,360	154,836	+45.6%	$5.6M	2025-Q4
RENAISSANCE TECHNOLOGIES LLC	DOUBLED	10,200	47,600	+366.7%	$1.7M	2025-Q4
WELLS FARGO & COMPANY/MN	TRIM	141,847	106,360	-25.0%	$3.9M	2025-Q3
RENAISSANCE TECHNOLOGIES LLC	NEW	—	10,200	—	$369.4K	2025-Q3
NORGES BANK	EXIT	2,381,581	0	-100.0%	$0.00	2025-Q3
NORGES BANK	NEW	—	2,381,581	—	$85.8M	2025-Q2
FMR LLC	TRIM	1,771,512	665,064	-62.5%	$24.0M	2025-Q2
TWO SIGMA INVESTMENTS, LP	ADD	391,488	610,569	+56.0%	$22.0M	2025-Q2
UBS Group AG	TRIM	790,412	391,373	-50.5%	$14.1M	2025-Q2
WELLS FARGO & COMPANY/MN	ADD	98,727	141,847	+43.7%	$5.1M	2025-Q2
UBS Group AG	DOUBLED	376,762	790,412	+109.8%	$26.1M	2025-Q1
TWO SIGMA INVESTMENTS, LP	DOUBLED	12,903	391,488	+2934.1%	$12.9M	2025-Q1
NORGES BANK	EXIT	2,323,236	0	-100.0%	$0.00	2025-Q1
UBS Group AG	ADD	214,670	376,762	+75.5%	$12.0M	2024-Q4
WELLS FARGO & COMPANY/MN	TRIM	185,930	93,829	-49.5%	$3.0M	2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	NEW	—	5,845,740	—	$202.8M	2024-Q3

16 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
May 15, 2026	Serio Gregory	Director	M	4,837	$0.00	$0.00
May 15, 2026	Serio Gregory	Director	M	4,837	$0.00	$0.00
May 15, 2026	Rhoads Jed	Director	F	5	$36.93	$184.65
May 15, 2026	Rhoads Jed	Director	M	4,837	$0.00	$0.00
May 15, 2026	Rhoads Jed	Director	M	4,837	$0.00	$0.00
May 15, 2026	Serio Gregory	Director	F	5	$36.93	$184.65
May 15, 2026	Bartholomew Meghan	Sr. EVP, Co-Head of MI	M	6,525	$0.00	$0.00
May 15, 2026	Bartholomew Meghan	Sr. EVP, Co-Head of MI	F	2,532	$36.93	$93.5K
May 15, 2026	Bartholomew Meghan	Sr. EVP, Co-Head of MI	M	6,525	$0.00	$0.00
May 15, 2026	Bartholomew Meghan	Sr. EVP, Co-Head of MI	M	920	$0.00	$0.00
May 15, 2026	Hoffman Edward J	Sr EVP, General Counsel	M	63,251	$0.00	$0.00
May 15, 2026	Hoffman Edward J	Sr EVP, General Counsel	F	34,568	$36.93	$1.3M
May 15, 2026	Hoffman Edward J	Sr EVP, General Counsel	M	63,251	$0.00	$0.00
May 15, 2026	Hoffman Edward J	Sr EVP, General Counsel	M	6,294	$0.00	$0.00
May 15, 2026	Quigley Robert	Sr. EVP, CAO	M	13,805	$0.00	$0.00
May 15, 2026	Quigley Robert	Sr. EVP, CAO	M	13,805	$0.00	$0.00
May 15, 2026	Quigley Robert	Sr. EVP, CAO	F	8,052	$36.93	$297.4K
May 15, 2026	Quigley Robert	Sr. EVP, CAO	M	1,574	$0.00	$0.00
May 15, 2026	Ray Eric	Sr. EVP, Chief Digital Officer	M	51,865	$0.00	$0.00
May 15, 2026	Ray Eric	Sr. EVP, Chief Digital Officer	F	25,297	$36.93	$934.2K
May 15, 2026	Ray Eric	Sr. EVP, Chief Digital Officer	M	51,865	$0.00	$0.00
May 15, 2026	Ray Eric	Sr. EVP, Chief Digital Officer	M	4,720	$0.00	$0.00
May 15, 2026	Spiegel Noel Joseph	Director	M	4,837	$0.00	$0.00
May 15, 2026	Spiegel Noel Joseph	Director	F	3	$36.93	$110.79
May 15, 2026	Spiegel Noel Joseph	Director	M	4,837	$0.00	$0.00
May 15, 2026	HESS DEBRA ANN	Director	M	4,837	$0.00	$0.00
May 15, 2026	HESS DEBRA ANN	Director	F	4	$36.93	$147.72
May 15, 2026	HESS DEBRA ANN	Director	M	4,837	$0.00	$0.00
May 15, 2026	Mumford Lisa	Director	M	4,837	$0.00	$0.00
May 15, 2026	Mumford Lisa	Director	F	4	$36.93	$147.72
May 15, 2026	Mumford Lisa	Director	M	4,837	$0.00	$0.00
May 15, 2026	Leyden Margaret Anne	Director	M	4,837	$0.00	$0.00
May 15, 2026	Leyden Margaret Anne	Director	F	4	$36.93	$147.72
May 15, 2026	Leyden Margaret Anne	Director	M	4,837	$0.00	$0.00
May 15, 2026	Ahmad Fawad	Director	M	4,837	$0.00	$0.00
May 15, 2026	Ahmad Fawad	Director	M	4,837	$0.00	$0.00
May 15, 2026	Ahmad Fawad	Director	F	5	$36.93	$184.65
May 15, 2026	Conner Brad L.	Director	M	4,837	$0.00	$0.00
May 15, 2026	Conner Brad L.	Director	F	3	$36.93	$110.79
May 15, 2026	Conner Brad L.	Director	M	4,837	$0.00	$0.00
May 15, 2026	CULANG HOWARD BERNARD	Director	M	8,616	$0.00	$0.00
May 15, 2026	CULANG HOWARD BERNARD	Director	M	8,616	$0.00	$0.00
May 15, 2026	CULANG HOWARD BERNARD	Director	F	4	$0.00	$0.00
May 15, 2026	Macia Seraina	Director	M	1,237	$0.00	$0.00
May 15, 2026	Macia Seraina	Director	M	1,237	$0.00	$0.00
May 15, 2026	Kobell Daniel	Sr. EVP, Interim CFO	F	5,599	$36.93	$206.8K
May 15, 2026	Kobell Daniel	Sr. EVP, Interim CFO	M	11,186	$0.00	$0.00
May 15, 2026	Kobell Daniel	Sr. EVP, Interim CFO	M	11,186	$0.00	$0.00
May 15, 2026	Kobell Daniel	Sr. EVP, Interim CFO	M	1,574	$0.00	$0.00
May 15, 2026	Dickerson Mary	Sr. EVP, CPO & COO	M	17,253	$0.00	$0.00

4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 3.8/10.

NEUTRAL 8-K 3/10

Radian Group Inc. announced a planned CEO succession: Michael Weinbach will join as CEO-Elect on Jun

May 21, 2026

MIXED 8-K 6/10

Radian Group reported Q1 2026 adjusted diluted EPS of $1.27, beating consensus of $1.25 by 1.5%, and

May 7, 2026

NEUTRAL 8-K 3/10

Radian Group Inc. announced that Eric R. Ray, Senior Executive Vice President and Chief Digital Offi

Apr 21, 2026

NEUTRAL 144 3/10

Edward J. Hoffman, an officer of Radian Group, filed a Form 144 to notify intent to sell up to 69,68

Apr 10, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (67% buy). Based on 9 analysts: 2 strong buy, 4 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$43.17 mean target +18.8% upside Buy (2.00)

$37.00 Low $48.00 High

Metric	Value
Current Price	$36.33
Target Low	$37.00
Target Mean	$43.17
Target Median	$44.00
Target High	$48.00
# Analysts	6
Recommendation	Buy (2.00)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$1.36	$1.30	$1.44	34.7%	+9.1%	2↑ 0↓	$0.6B	89.9%	4
Next Q 2026-09-30	$1.35	$1.30	$1.39	25.8%	+8.5%	2↑ 0↓	$0.6B	84.8%	4
Current FY 2026-12-31	$5.32	$5.18	$5.46	26.6%	+7.5%	2↑ 0↓	$2.3B	78.8%	4
Next FY 2027-12-31	$5.49	$5.30	$5.63	3.2%	+2.0%	1↑ 0↓	$1.9B	-16.7%	5

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$1.361
7d ago	$1.374	-0.014
30d ago	$1.247	+0.113
60d ago	$1.253	+0.107
90d ago	$1.203	+0.157

6 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 22, 2026	RBC Capital	INITIATE	—	Outperform
May 11, 2026	Barclays	MAINTAIN	Equal-Weight	Equal-Weight
Apr 29, 2026	B of A Securities	UPGRADE	Underperform	Buy
Apr 10, 2026	Keefe, Bruyette & Woods	MAINTAIN	Outperform	Outperform
Apr 6, 2026	Barclays	MAINTAIN	Equal-Weight	Equal-Weight
Mar 12, 2026	UBS	MAINTAIN	Neutral	Neutral
Feb 11, 2026	Keefe, Bruyette & Woods	UPGRADE	Market Perform	Outperform
Jan 2, 2026	Roth Capital	REITERATE	Buy	Buy
Dec 18, 2025	Keefe, Bruyette & Woods	MAINTAIN	Market Perform	Market Perform

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Sell	Strong Sell	Buy %
May 1, 2026	2	4	3	0	0	67%
Apr 1, 2026	1	4	3	1	0	56%
Mar 1, 2026	1	4	3	1	0	56%
Feb 1, 2026	0	1	5	5	1	8%
Jan 1, 2026	0	1	5	5	1	8%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 6, 2026

earnings_calendar

RDN Q1 2026 Earnings After Market Close — 2026-05-06

Mar 23, 2026

short_interest

FTD: RDN — 96,425 shares ($3.1M) failed to deliver

Settlement: 20260323, Price: $32.47, FTD Value: $3,130,919.75, RADIAN GROUP INC