MBI
MBIA INC
$5.98
+0.34%
$303.6M
No data for this timeframe.
Vol
Market Cap$303.6M
Cap SizeSmall Cap
Analyst ConsensusBuy (67%)
Inst. Holders8 funds
Inst. Value$27.8M
Inst. Activity1 buys / 1 sells
Recent Activity
May 12, 2026
Insider
Innis-Thompson Janice L. sold 16,181 shares
Director @ $6.18 ($100.0K)
May 12, 2026
Insider
DEWBREY DIANE L sold 16,181 shares
Director @ $6.18 ($100.0K)
May 12, 2026
Insider
GILBERT STEVEN J sold 16,181 shares
Director @ $6.18 ($100.0K)
Inst.
RENAISSANCE TECHNOLOGIES LLC — DOUBLED
141,792 shares ($1.0M)
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
41,450 shares ($296.8K)
May 11, 2026
earnings_calendar
MBI Q1 2026 Earnings Scheduled — 2026-05-11
Price Targets
$7.25
+21.2% upside
Strong Buy
Current $5.98
Low $7.00
Median $7.25
High $7.50
2 analysts
$7.00
$7.50
Analyst Ratings
1Strong Buy
3Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 19, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.05 ▲ +60.0% | $-0.05 — $-0.05 | 71% YoY | 1 |
| Next Q | $-0.05 ▲ +52.4% | $-0.05 — $-0.05 | -105% YoY | 1 |
| Current FY | $-0.30 ▲ +39.4% | $-0.30 — $-0.30 | -165% YoY | 1 |
| Next FY | $-0.42 ▼ -2.4% | $-0.54 — $-0.30 | -40% YoY | 2 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $18.2M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $2.7M | NEW |
| MORGAN STANLEY | $2.5M | TRIM |
| BANK OF AMERICA CORP | $1.8M | TRIM |
| WELLS FARGO & COMPANY/MN | $1.3M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 12, 2026 | Innis-Thompson Janice | A | $100.0K |
| May 12, 2026 | DEWBREY DIANE | A | $100.0K |
| May 12, 2026 | GILBERT STEVEN | A | $100.0K |
| May 12, 2026 | Shasta Theodore | A | $100.0K |
| May 12, 2026 | VAUGHAN RICHARD | A | $100.0K |
8 institutional holders with $27.8M total value (3,883,044 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 2,541,234 | $18.2M | 65.4% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 376,126 | $2.7M | 9.7% | NEW |
| 3 | MORGAN STANLEY | 346,073 | $2.5M | 8.9% | TRIM -30.6% |
| 4 | BANK OF AMERICA CORP /DE/ | 248,086 | $1.8M | 6.4% | TRIM -26.0% |
| 5 | WELLS FARGO & COMPANY/MN | 175,877 | $1.3M | 4.5% | — |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 141,792 | $1.0M | 3.7% | DOUBLED +136.3% |
| 7 | TWO SIGMA INVESTMENTS, LP | 41,450 | $296.8K | 1.1% | TRIM -71.8% |
| 8 | FMR LLC | 12,406 | $88.8K | 0.3% | ADD +93.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 60,000 | 141,792 | +136.3% | $1.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 146,941 | 41,450 | -71.8% | $296.8K | 2025-Q4 |
| UBS Group AG | ADD | 593,500 | 1,026,406 | +72.9% | $7.6M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 459,652 | 318,826 | -30.6% | $2.4M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 280,104 | 207,191 | -26.0% | $1.5M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 223,739 | 146,941 | -34.3% | $1.1M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 133,600 | 60,000 | -55.1% | $447.0K | 2025-Q3 |
| UBS Group AG | TRIM | 924,446 | 593,500 | -35.8% | $2.6M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 79,100 | 133,600 | +68.9% | $579.8K | 2025-Q2 |
| FMR LLC | ADD | 5,229 | 10,134 | +93.8% | $44.0K | 2025-Q2 |
| UBS Group AG | DOUBLED | 212,359 | 924,446 | +335.3% | $4.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 380,182 | 278,962 | -26.6% | $1.4M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 133,668 | 79,100 | -40.8% | $393.9K | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 88,400 | 393,892 | +345.6% | $2.5M | 2024-Q4 |
| UBS Group AG | DOUBLED | 22,046 | 212,359 | +863.3% | $1.4M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 400,278 | 133,668 | -66.6% | $863.5K | 2024-Q4 |
| MORGAN STANLEY | DOUBLED | 206,449 | 464,576 | +125.0% | $1.7M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 384,482 | — | $1.4M | 2024-Q3 |
10 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 12, 2026 | Innis-Thompson Janice L. | Director | A | 16,181 | $6.18 | $100.0K |
| May 12, 2026 | DEWBREY DIANE L | Director | A | 16,181 | $6.18 | $100.0K |
| May 12, 2026 | GILBERT STEVEN J | Director | A | 16,181 | $6.18 | $100.0K |
| May 12, 2026 | Shasta Theodore | Director | A | 16,181 | $6.18 | $100.0K |
| May 12, 2026 | VAUGHAN RICHARD C | Director | A | 16,181 | $6.18 | $100.0K |
| Mar 4, 2026 | Fallon William C | CEO & President | F | 39,658 | $6.88 | $272.8K |
| Mar 4, 2026 | Bergonzi Adam T. | Assistant Vice President | F | 13,280 | $6.88 | $91.4K |
| Mar 4, 2026 | Schachinger Joseph R. | EVP, CFO and Treasurer | F | 2,400 | $6.88 | $16.5K |
| Mar 4, 2026 | Young Christopher H. | Assistant Vice President | F | 8,668 | $6.88 | $59.6K |
| Mar 4, 2026 | Avitabile Daniel M. | Assistant Vice President | F | 8,668 | $6.88 | $59.6K |
| Mar 3, 2026 | Schachinger Joseph R. | EVP, CFO and Treasurer | A | 50,000 | $6.50 | $325.0K |
| Mar 3, 2026 | Avitabile Daniel M. | Assistant Vice President | A | 80,769 | $6.50 | $525.0K |
| Mar 3, 2026 | Young Christopher H. | Assistant Vice President | A | 80,769 | $6.50 | $525.0K |
| Mar 3, 2026 | Fallon William C | CEO and President | A | 242,308 | $6.50 | $1.6M |
| Mar 3, 2026 | Fallon William C | CEO and President | A | 242,038 | $6.50 | $1.6M |
| Mar 3, 2026 | Bergonzi Adam T. | Assistant Vice President | A | 115,385 | $6.50 | $750.0K |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
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 6 analysts: 1 strong buy, 3 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$7.25 mean target
+21.2% upside
Strong Buy (2.50)
$7.00 Low
$7.50 High
| Metric | Value |
|---|---|
| Current Price | $5.98 |
| Target Low | $7.00 |
| Target Mean | $7.25 |
| Target Median | $7.25 |
| Target High | $7.50 |
| # Analysts | 2 |
| Recommendation | Strong Buy (2.50) |
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 |
$-0.05 | $-0.05 | $-0.05 | 70.6% | +60.0% | — | $0.0B | -13.0% | 1 |
| Next Q 2026-09-30 |
$-0.05 | $-0.05 | $-0.05 | -104.8% | +52.4% | — | $0.0B | -9.5% | 1 |
| Current FY 2026-12-31 |
$-0.30 | $-0.30 | $-0.30 | -165.2% | +39.4% | — | $0.1B | -7.2% | 1 |
| Next FY 2027-12-31 |
$-0.42 | $-0.54 | $-0.30 | -40.0% | -2.4% | — | $0.1B | 23.5% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.050 | |
| 7d ago | $-0.125 | +0.075 |
| 30d ago | $-0.125 | +0.075 |
| 60d ago | $-0.050 | |
| 90d ago | $-0.135 | +0.085 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 19, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 1 | 3 | 2 | 0 | 0 | 67% | |
| Apr 1, 2026 | 1 | 3 | 2 | 0 | 0 | 67% | |
| Mar 1, 2026 | 1 | 3 | 2 | 0 | 0 | 67% | |
| Feb 1, 2026 | 1 | 3 | 2 | 0 | 0 | 67% | |
| Jan 1, 2026 | 1 | 3 | 2 | 0 | 0 | 67% |
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 11, 2026
earnings_calendar
MBI Q1 2026 Earnings Scheduled — 2026-05-11
May 7, 2026
earnings_calendar
MBI Q1 2026 Earnings Scheduled — 2026-05-07
Feb 26, 2026
earnings_calendar
MBI Q4 2025 Earnings After Market Close — 2026-02-26