RDN

RADIAN GROUP INC

NYSE · Surety Insurance · Inc. DE · CIK 0000890926
$33.56 -0.71% $4.6B
Insider Buying Cluster (5 insiders)3 New Institutional Positions
Vol
Market Cap$4.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders9 funds
Inst. Value$1.0B
Inst. Activity3 buys / 1 sells
Insider Activity2B / 5S
Insider Net $$5.2M
SEC Reports10
Exchange NYSE·Sector Surety Insurance·Inc. DE·CIK 0000890926·Prev Close $33.80

Recent Activity

Jun 5, 2026 SEC
Radian Group's incoming CEO Michael Weinbach made two large open-market purchases totaling $5.77M, while three directors
CLUSTER — Impact 5/10
Jun 3, 2026 SEC
RDN insider cluster shows a strong buy signal from the incoming CEO, Michael Weinbach, who purchased $5.77M in open-mark
CLUSTER — Impact 5/10
Jun 3, 2026 Insider
Conner Brad L. sold 1,200 shares
Director @ $33.93 ($40.7K)
Jun 2, 2026 SEC
RDN's CEO-elect Michael Weinbach made two large open-market purchases totaling ~$5.77M at ~$33.89-$34.04 per share over
CLUSTER — Impact 5/10
Jun 2, 2026 Insider
Weinbach Michael S bought 49,513 shares
Chief Executive Officer- Elect @ $34.04 ($1.7M)
Jun 1, 2026 Insider
Weinbach Michael S sold 150,000 shares
Chief Executive Officer- Elect @ $0.00 ($0.00)
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 +26.0% upside Strong Buy
Current $34.25 Low $37.00 Median $44.00 High $48.00 6 analysts
$37.00 $48.00

Analyst Ratings

Buy73% buy · 11 analysts
3Strong Buy
5Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
Current Q $1.37 ▲ +8.6% $1.32 — $1.44 35% YoY 4
Next Q $1.36 ▲ +8.1% $1.33 — $1.39 27% YoY 4
Current FY $5.31 ▲ +6.8% $5.17 — $5.46 26% YoY 5
Next FY $5.51 ▲ +4.8% $5.30 — $5.65 4% YoY 5

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$584.0M
CHARLES SCHWAB INVESTMENT MANAGEMENT$214.5MNEW
NORGES BANK$77.4MNEW
MORGAN STANLEY$59.3M
TWO SIGMA INVESTMENTS, LP$30.2MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Conner BradSELL$40.7K
Jun 2, 2026Weinbach MichaelBUY$1.7M
Jun 1, 2026Weinbach MichaelA$0.00
Jun 1, 2026Weinbach MichaelA$0.00
Jun 1, 2026Weinbach MichaelBUY$4.1M
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

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC16,226,779$584.0M57.3%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,959,463$214.5M21.1%NEW
3NORGES BANK2,149,601$77.4M7.6%NEW
4MORGAN STANLEY1,648,747$59.3M5.8%
5TWO SIGMA INVESTMENTS, LP839,243$30.2M3.0%ADD +56.0%
6FMR LLC677,322$24.4M2.4%TRIM -62.5%
7BANK OF AMERICA CORP /DE/601,340$21.6M2.1%TRIM -34.2%
8WELLS FARGO & COMPANY/MN154,836$5.6M0.5%ADD +45.6%
9RENAISSANCE TECHNOLOGIES LLC47,600$1.7M0.2%DOUBLED +366.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW2,149,601$77.4M2025-Q4
BANK OF AMERICA CORP /DE/TRIM914,214601,340-34.2%$21.6M2025-Q4
WELLS FARGO & COMPANY/MNADD106,360154,836+45.6%$5.6M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED10,20047,600+366.7%$1.7M2025-Q4
WELLS FARGO & COMPANY/MNTRIM141,847106,360-25.0%$3.9M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW10,200$369.4K2025-Q3
NORGES BANKEXIT2,381,5810-100.0%$0.002025-Q3
NORGES BANKNEW2,381,581$85.8M2025-Q2
FMR LLCTRIM1,771,512665,064-62.5%$24.0M2025-Q2
TWO SIGMA INVESTMENTS, LPADD391,488610,569+56.0%$22.0M2025-Q2
UBS Group AGTRIM790,412391,373-50.5%$14.1M2025-Q2
WELLS FARGO & COMPANY/MNADD98,727141,847+43.7%$5.1M2025-Q2
UBS Group AGDOUBLED376,762790,412+109.8%$26.1M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED12,903391,488+2934.1%$12.9M2025-Q1
NORGES BANKEXIT2,323,2360-100.0%$0.002025-Q1
UBS Group AGADD214,670376,762+75.5%$12.0M2024-Q4
WELLS FARGO & COMPANY/MNTRIM185,93093,829-49.5%$3.0M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW5,845,740$202.8M2024-Q3
21 unique insiders with 7 transactions. Net insider value: $5.2M ($5.8M bought, $598.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Conner Brad L.DirectorSELL1,200$33.93$40.7K
Jun 2, 2026Weinbach Michael SChief Executive Officer- ElectBUY49,513$34.04$1.7M
Jun 1, 2026Weinbach Michael SChief Executive Officer- ElectA150,000$0.00$0.00
Jun 1, 2026Weinbach Michael SChief Executive Officer- ElectA185,020$0.00$0.00
Jun 1, 2026Weinbach Michael SChief Executive Officer- ElectBUY120,487$33.89$4.1M
May 29, 2026Leyden Margaret AnneDirectorSELL2,070$34.59$71.6K
May 27, 2026CULANG HOWARD BERNARDDirectorSELL3,612$36.00$130.0K
May 26, 2026CULANG HOWARD BERNARDDirectorSELL5,000$36.20$181.0K
May 26, 2026Spiegel Noel JosephDirectorSELL4,834$36.19$174.9K
May 21, 2026CULANG HOWARD BERNARDDirectorA7,660$0.00$0.00
May 21, 2026Spiegel Noel JosephDirectorA4,300$0.00$0.00
May 21, 2026Ray EricSr. EVP, Chief Digital OfficerA9,680$0.00$0.00
May 21, 2026Ray EricSr. EVP, Chief Digital OfficerA14,750$0.00$0.00
May 21, 2026Thornberry Richard GChief Executive OfficerA75,250$0.00$0.00
May 21, 2026Thornberry Richard GChief Executive OfficerA114,730$0.00$0.00
May 21, 2026Hoffman Edward JSr. EVP, General CounselA18,280$0.00$0.00
May 21, 2026Dickerson MarySr. EVP, CPO & COOA11,290$0.00$0.00
May 21, 2026Keleher StephenSr. EVP, Co-Head of MIA12,300$0.00$0.00
May 21, 2026Dickerson MarySr. EVP, CPO & COOA17,210$0.00$0.00
May 21, 2026Keleher StephenSr. EVP, Co-Head of MIA8,070$0.00$0.00
May 21, 2026Bartholomew MeghanSr. EVP, Co-Head of MIA12,300$0.00$0.00
May 21, 2026Quigley RobertSr. EVP, CAOA10,750$0.00$0.00
May 21, 2026Kobell DanielSr. EVP, Interim CFOA20,490$0.00$0.00
May 21, 2026Quigley RobertSr. EVP, CAOA16,390$0.00$0.00
May 21, 2026Kobell DanielSr. EVP, Interim CFOA13,440$0.00$0.00
May 21, 2026Hoffman Edward JSr. EVP, General CounselA27,870$0.00$0.00
May 21, 2026Watson Richard ColinCEO, Inigo LimitedA22,860$0.00$0.00
May 21, 2026Watson Richard ColinCEO, Inigo LimitedA34,850$0.00$0.00
May 21, 2026Bartholomew MeghanSr. EVP, Co-Head of MIA8,070$0.00$0.00
May 21, 2026Conner Brad L.DirectorA4,300$0.00$0.00
May 21, 2026Rhoads JedDirectorA4,300$0.00$0.00
May 21, 2026Mumford LisaDirectorA4,300$0.00$0.00
May 21, 2026Ahmad FawadDirectorA4,300$0.00$0.00
May 21, 2026HESS DEBRA ANNDirectorA4,300$0.00$0.00
May 21, 2026Montgomery Brian DDirectorA4,300$0.00$0.00
May 21, 2026Macia SerainaDirectorA4,300$0.00$0.00
May 21, 2026Leyden Margaret AnneDirectorA4,300$0.00$0.00
May 15, 2026Serio GregoryDirectorM4,837$0.00$0.00
May 15, 2026Serio GregoryDirectorM4,837$0.00$0.00
May 15, 2026Rhoads JedDirectorF5$36.93$184.65
May 15, 2026Rhoads JedDirectorM4,837$0.00$0.00
May 15, 2026Rhoads JedDirectorM4,837$0.00$0.00
May 15, 2026Serio GregoryDirectorF5$36.93$184.65
May 15, 2026Bartholomew MeghanSr. EVP, Co-Head of MIM6,525$0.00$0.00
May 15, 2026Bartholomew MeghanSr. EVP, Co-Head of MIF2,532$36.93$93.5K
May 15, 2026Bartholomew MeghanSr. EVP, Co-Head of MIM6,525$0.00$0.00
May 15, 2026Bartholomew MeghanSr. EVP, Co-Head of MIM920$0.00$0.00
May 15, 2026Hoffman Edward JSr EVP, General CounselM63,251$0.00$0.00
May 15, 2026Hoffman Edward JSr EVP, General CounselF34,568$36.93$1.3M
May 15, 2026Hoffman Edward JSr EVP, General CounselM63,251$0.00$0.00

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

Current analyst consensus: Buy (73% buy). Based on 11 analysts: 3 strong buy, 5 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$43.17 mean target +26.0% upside Strong Buy (2.00)
$37.00 Low $48.00 High
MetricValue
Current Price$34.25
Target Low$37.00
Target Mean$43.17
Target Median$44.00
Target High$48.00
# Analysts6
RecommendationStrong Buy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.37 $1.32 $1.44 35.2% +8.6% 4↑ 0↓ $0.5B 41.6% 4
Next Q
2026-09-30
$1.36 $1.33 $1.39 26.7% +8.1% 2↑ 0↓ $0.5B 38.2% 4
Current FY
2026-12-31
$5.31 $5.17 $5.46 26.5% +6.8% 2↑ 0↓ $1.8B 35.7% 5
Next FY
2027-12-31
$5.51 $5.30 $5.65 3.8% +4.8% 1↑ 0↓ $1.9B 9.3% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.365
7d ago$1.361+0.005
30d ago$1.257+0.108
60d ago$1.253+0.112
90d ago$1.207+0.159
6 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew 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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263530073%
May 1, 20262430067%
Apr 1, 20261431056%
Mar 1, 20261431056%
Feb 1, 2026015518%
Jan 1, 2026015518%
Strong BuyBuyHoldSellStrong Sell

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

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