NM
NMIH
NMI Holdings, Inc.
$36.11
-1.20%
$2.7B
No data for this timeframe.
Vol
Market Cap$2.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders10 funds
Inst. Value$498.2M
Inst. Activity4 buys / 1 sells
Insider Activity0B / 6S
Insider Net $-$3.7M
SEC Reports1
Recent Activity
May 26, 2026
other
NMI Holdings, Inc. to Participate in Moody’s US Housing Executive Series on May 28th, 2026
<p align="left">EMERYVILLE, Calif., May 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenew
May 19, 2026
Insider
Montgomery Michael Curry sold 1,554 shares
Director @ $37.90 ($58.9K)
May 14, 2026
Insider
Agrawal Renu sold 4,512 shares
Director @ $0.00 ($0.00)
May 14, 2026
Insider
Erickson John C sold 4,512 shares
Director @ $0.00 ($0.00)
Mar 26, 2026
SEC
NMI Holdings, Inc. has filed a definitive additional materials proxy statement (DEFA14A) related to a shareholder vote.
DEFA14A — Impact 2/10
Inst.
FMR LLC — DOUBLED
859,119 shares ($35.0M)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
441,605 shares ($18.0M)
Price Targets
$46.14
+25.9% upside
Strong Buy
Current $36.65
Low $43.00
Median $46.00
High $49.00
7 analysts
$43.00
$49.00
Analyst Ratings
4Strong Buy
7Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 22, 2026 | RBC Capital | INITIATE | Outperform |
| May 4, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Apr 10, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Apr 9, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Apr 6, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.29 | $1.25 — $1.34 | 6% YoY | 6 |
| Next Q | $1.29 ▼ -1.1% | $1.25 — $1.35 | 7% YoY | 6 |
| Current FY | $5.14 | $5.05 — $5.30 | 5% YoY | 6 |
| Next FY | $5.41 ▼ -1.6% | $5.33 — $5.53 | 5% YoY | 5 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $290.3M | — |
| MORGAN STANLEY | $45.7M | TRIM |
| BANK OF AMERICA CORP | $43.4M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $39.9M | NEW |
| FMR LLC | $35.0M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 19, 2026 | Montgomery Michael | SELL | $58.9K |
| May 14, 2026 | Agrawal Renu | A | $0.00 |
| May 14, 2026 | Erickson John | A | $0.00 |
| May 14, 2026 | Huskins Priya | A | $0.00 |
| May 14, 2026 | McCreary Lynn | A | $0.00 |
10 institutional holders with $498.2M total value (12,213,310 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 7,116,394 | $290.3M | 58.3% | — |
| 2 | MORGAN STANLEY | 1,119,410 | $45.7M | 9.2% | TRIM -35.2% |
| 3 | BANK OF AMERICA CORP /DE/ | 1,062,909 | $43.4M | 8.7% | ADD +95.3% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 979,400 | $39.9M | 8.0% | NEW |
| 5 | FMR LLC | 859,119 | $35.0M | 7.0% | DOUBLED +134.9% |
| 6 | MUHLENKAMP & CO INC | 467,789 | $19.1M | 3.8% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 441,605 | $18.0M | 3.6% | ADD +47.0% |
| 8 | WELLS FARGO & COMPANY/MN | 89,867 | $3.7M | 0.7% | ADD +46.1% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 52,653 | $2.1M | 0.4% | TRIM -67.9% |
| 10 | NORGES BANK | 24,164 | $985.6K | 0.2% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 365,749 | 859,119 | +134.9% | $35.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 300,467 | 441,605 | +47.0% | $18.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 61,519 | 89,867 | +46.1% | $3.7M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 164,253 | 52,653 | -67.9% | $2.1M | 2025-Q4 |
| NORGES BANK | NEW | — | 24,164 | — | $985.6K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 519,413 | 1,014,557 | +95.3% | $38.9M | 2025-Q3 |
| UBS Group AG | TRIM | 386,907 | 235,354 | -39.2% | $9.0M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 292,953 | 164,253 | -43.9% | $6.3M | 2025-Q3 |
| NORGES BANK | EXIT | 115,096 | 0 | -100.0% | $0.00 | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 390,981 | 519,413 | +32.8% | $21.9M | 2025-Q2 |
| UBS Group AG | ADD | 243,605 | 386,907 | +58.8% | $16.3M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 187,653 | 292,953 | +56.1% | $12.4M | 2025-Q2 |
| NORGES BANK | NEW | — | 115,096 | — | $4.9M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 63,980 | 331,033 | +417.4% | $11.9M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 216,030 | 311,440 | +44.2% | $11.2M | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 1,445,100 | 270,742 | -81.3% | $9.8M | 2025-Q1 |
| NORGES BANK | EXIT | 358,382 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | TRIM | 1,529,711 | 990,496 | -35.2% | $36.4M | 2024-Q4 |
| UBS Group AG | DOUBLED | 124,250 | 311,321 | +150.6% | $11.4M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 842,489 | 216,030 | -74.4% | $7.9M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 38,853 | 166,653 | +328.9% | $6.1M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,064,081 | — | $43.8M | 2024-Q3 |
15 unique insiders with 6 transactions. Net insider value: -$3.7M ($0.00 bought, $3.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 19, 2026 | Montgomery Michael Curry | Director | SELL | 1,554 | $37.90 | $58.9K |
| May 14, 2026 | Agrawal Renu | Director | A | 4,512 | $0.00 | $0.00 |
| May 14, 2026 | Erickson John C | Director | A | 4,512 | $0.00 | $0.00 |
| May 14, 2026 | Huskins Priya Cherian | Director | A | 4,512 | $0.00 | $0.00 |
| May 14, 2026 | McCreary Lynn S. | Director | A | 4,512 | $0.00 | $0.00 |
| May 14, 2026 | SCHEID STEVEN | Director | A | 4,512 | $0.00 | $0.00 |
| May 14, 2026 | Montgomery Michael Curry | Director | A | 4,512 | $0.00 | $0.00 |
| May 14, 2026 | EMBLER MICHAEL J | Director | A | 4,512 | $0.00 | $0.00 |
| May 8, 2026 | Swithenbank Aurora | EVP, Chief Financial Officer | F | 2,922 | $0.00 | $0.00 |
| May 1, 2026 | Swithenbank Aurora | EVP, Chief Financial Officer | F | 9,135 | $0.00 | $0.00 |
| Mar 24, 2026 | SHUSTER BRADLEY M | Executive Chairman | SELL | 18,953 | $37.35 | $707.8K |
| Mar 23, 2026 | SHUSTER BRADLEY M | Executive Chairman | F | 36,203 | $0.00 | $0.00 |
| Mar 23, 2026 | SHUSTER BRADLEY M | Executive Chairman | M | 55,156 | $0.00 | $0.00 |
| Mar 23, 2026 | SHUSTER BRADLEY M | Executive Chairman | M | 55,156 | $11.10 | $612.2K |
| Mar 19, 2026 | SHUSTER BRADLEY M | Executive Chairman | SELL | 18,996 | $37.05 | $703.9K |
| Mar 18, 2026 | SHUSTER BRADLEY M | Executive Chairman | M | 55,158 | $0.00 | $0.00 |
| Mar 18, 2026 | SHUSTER BRADLEY M | Executive Chairman | M | 55,158 | $11.10 | $612.3K |
| Mar 18, 2026 | SHUSTER BRADLEY M | Executive Chairman | F | 36,162 | $0.00 | $0.00 |
| Mar 15, 2026 | Realmuto Nicholas Daniel | SVP, Controller | F | 1,042 | $0.00 | $0.00 |
| Mar 15, 2026 | Realmuto Nicholas Daniel | SVP, Controller | A | 3,882 | $0.00 | $0.00 |
| Mar 12, 2026 | SHUSTER BRADLEY M | Executive Chairman | SELL | 18,976 | $36.58 | $694.1K |
| Mar 11, 2026 | SHUSTER BRADLEY M | Executive Chairman | F | 36,182 | $0.00 | $0.00 |
| Mar 11, 2026 | SHUSTER BRADLEY M | Executive Chairman | M | 55,158 | $11.10 | $612.3K |
| Mar 11, 2026 | SHUSTER BRADLEY M | Executive Chairman | M | 55,158 | $0.00 | $0.00 |
| Mar 5, 2026 | SHUSTER BRADLEY M | Executive Chairman | SELL | 19,430 | $38.91 | $755.9K |
| Mar 4, 2026 | SHUSTER BRADLEY M | Executive Chairman | M | 55,158 | $11.10 | $612.3K |
| Mar 4, 2026 | SHUSTER BRADLEY M | Executive Chairman | M | 55,158 | $0.00 | $0.00 |
| Feb 27, 2026 | Leatherberry William J | Chief Admin. Officer & GC | J | 4,900 | $0.00 | $0.00 |
| Feb 26, 2026 | SHUSTER BRADLEY M | Executive Chairman | SELL | 19,557 | $39.85 | $779.4K |
| Feb 25, 2026 | SHUSTER BRADLEY M | Executive Chairman | M | 55,158 | $11.10 | $612.3K |
| Feb 25, 2026 | SHUSTER BRADLEY M | Executive Chairman | M | 55,158 | $0.00 | $0.00 |
| Feb 12, 2026 | Smith Robert Owen | EVP, Chief Risk Officer | F | 2,981 | $0.00 | $0.00 |
| Feb 12, 2026 | Yousaf Mohammad Nawaz | EVP, Chief of Ops and Tech | F | 1,595 | $0.00 | $0.00 |
| Feb 12, 2026 | Leatherberry William J | Chief Admin. Officer & GC | F | 4,005 | $0.00 | $0.00 |
| Feb 12, 2026 | Pollitzer Adam | Chief Executive Officer | F | 14,674 | $0.00 | $0.00 |
| Feb 12, 2026 | Fitzgerald Norman Peter | EVP, Chief Sales Officer | F | 1,919 | $0.00 | $0.00 |
| Feb 12, 2026 | Swithenbank Aurora | EVP, Chief Financial Officer | F | 3,363 | $0.00 | $0.00 |
| Feb 12, 2026 | SHUSTER BRADLEY M | Executive Chairman | F | 4,921 | $0.00 | $0.00 |
| Feb 11, 2026 | Smith Robert Owen | EVP, Chief Risk Officer | F | 19,627 | $0.00 | $0.00 |
| Feb 11, 2026 | Smith Robert Owen | EVP, Chief Risk Officer | A | 38,574 | $0.00 | $0.00 |
| Feb 11, 2026 | Smith Robert Owen | EVP, Chief Risk Officer | A | 13,196 | $0.00 | $0.00 |
| Feb 11, 2026 | Yousaf Mohammad Nawaz | EVP, Chief of Ops and Tech | F | 10,708 | $0.00 | $0.00 |
| Feb 11, 2026 | Yousaf Mohammad Nawaz | EVP, Chief of Ops and Tech | A | 27,212 | $0.00 | $0.00 |
| Feb 11, 2026 | Yousaf Mohammad Nawaz | EVP, Chief of Ops and Tech | A | 9,164 | $0.00 | $0.00 |
| Feb 11, 2026 | Leatherberry William J | Chief Admin. Officer & GC | F | 25,693 | $0.00 | $0.00 |
| Feb 11, 2026 | Leatherberry William J | Chief Admin. Officer & GC | A | 50,496 | $0.00 | $0.00 |
| Feb 11, 2026 | Leatherberry William J | Chief Admin. Officer & GC | A | 18,233 | $0.00 | $0.00 |
| Feb 11, 2026 | Pollitzer Adam | Chief Executive Officer | F | 93,958 | $0.00 | $0.00 |
| Feb 11, 2026 | Pollitzer Adam | Chief Executive Officer | A | 184,664 | $0.00 | $0.00 |
| Feb 11, 2026 | Pollitzer Adam | Chief Executive Officer | A | 63,538 | $0.00 | $0.00 |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 2.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (79% buy). Based on 14 analysts: 4 strong buy, 7 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$46.14 mean target
+25.9% upside
Strong Buy (3.00)
$43.00 Low
$49.00 High
| Metric | Value |
|---|---|
| Current Price | $36.65 |
| Target Low | $43.00 |
| Target Mean | $46.14 |
| Target Median | $46.00 |
| Target High | $49.00 |
| # Analysts | 7 |
| Recommendation | Strong Buy (3.00) |
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 |
$1.29 | $1.25 | $1.34 | 5.7% | -0.2% | 1↑ 4↓ | $0.2B | 6.6% | 6 |
| Next Q 2026-09-30 |
$1.29 | $1.25 | $1.35 | 6.6% | -1.1% | 0↑ 5↓ | $0.2B | 5.3% | 6 |
| Current FY 2026-12-31 |
$5.14 | $5.05 | $5.30 | 4.5% | +0.2% | 3↑ 3↓ | $0.7B | 5.8% | 6 |
| Next FY 2027-12-31 |
$5.41 | $5.33 | $5.53 | 4.8% | -1.6% | 1↑ 4↓ | $0.8B | 4.8% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.290 | |
| 7d ago | $1.290 | +0.000 |
| 30d ago | $1.293 | -0.003 |
| 60d ago | $1.294 | -0.005 |
| 90d ago | $1.298 | -0.008 |
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 22, 2026 | RBC Capital | INITIATE | — | Outperform |
| May 4, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Apr 10, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Apr 9, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Apr 6, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 12, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Jan 6, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Dec 18, 2025 | Keefe, Bruyette & Woods | UPGRADE | Market Perform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% | |
| May 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% | |
| Apr 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% | |
| Mar 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% | |
| Feb 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% | |
| Jan 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% |
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 26, 2026
other
NMI Holdings, Inc. to Participate in Moody’s US Housing Executive Series on May 28th, 2026
<p align="left">EMERYVILLE, Calif., May 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=AM2mhjB476NO_zw-O-QB5bTK3kB
May 13, 2026
other
NMI Holdings, Inc. to Participate in Upcoming Investor Conferences
<p>EMERYVILLE, Calif., May 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=MXwfqtf-uA3eH2fGeUOfQEHciesfg0HD5998P9P9
May 1, 2026
short_volume
Short Volume: NMIH — 62.9% short (0.4M / 0.6M)
Short: 402,827 | Exempt: 0 | TRF Vol: 640,619 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings_calendar
NMIH Q1 2026 Earnings After Market Close — 2026-04-30
Apr 22, 2026
short_interest
FTD: NMIH — 20,075 shares ($0.8M) failed to deliver
Settlement: 20260422, Price: $39.78, FTD Value: $798,583.5, NMI HLDGS INC COM STK (DE)
Mar 6, 2026
other
NMI Holdings, Inc. to Participate at the RBC Global Financial Institutions Conference on March 11th, 2026
<p>EMERYVILLE, Calif., March 06, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=nrcf1B_cp1Y9Gt7zUZm1t4qUNPPlB8ER0GoALX