RDN

RADIAN GROUP INC

NYSE · Surety Insurance · Inc. DE · CIK 0000890926
$34.66 +1.52% $4.6B
Insider Buying Cluster (5 insiders)17 New Institutional Positions15 Institutional Exits
Vol
Market Cap$4.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders50 funds
Inst. Value$2.6B
Inst. Activity17 buys / 15 sells
Insider Activity2B / 5S
Insider Net $$5.2M
SEC Reports10
Exchange NYSE·Sector Surety Insurance·Inc. DE·CIK 0000890926·Prev Close $34.14

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 was granted 150,000 shares
Chief Executive Officer- Elect
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — TRIM
1,952,679 shares ($64.6M)
Inst.
Polar Capital Holdings Plc — NEW
1,500,000 shares ($49.6M)

Price Targets

$43.17 +24.5% upside Strong Buy
Current $34.66 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

Latest Reports

BULLISH CLUSTER 5/10
Radian Group's incoming CEO Michael Weinbach made two large open-market purchases totaling $5.77M, while three directors
Jun 5, 2026
BULLISH CLUSTER 5/10
RDN insider cluster shows a strong buy signal from the incoming CEO, Michael Weinbach, who purchased $5.77M in open-mark
Jun 3, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$626.7M—
VANGUARD PORTFOLIO MANAGEMENT LLC$309.2M—
VANGUARD CAPITAL MANAGEMENT LLC$200.9M—
DIMENSIONAL FUND ADVISORS LP$196.8M—
STATE STREET CORP$190.3M—

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
50 institutional holders with $2.6B total value (78,241,519 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 17 institutions added/increased vs 15 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.18,945,358$626.7M24.2%—
2VANGUARD PORTFOLIO MANAGEMENT LLC9,347,730$309.2M11.9%—
3VANGUARD CAPITAL MANAGEMENT LLC6,071,929$200.9M7.8%—
4DIMENSIONAL FUND ADVISORS LP5,948,335$196.8M7.6%—
5STATE STREET CORP5,752,199$190.3M7.4%—
6CITADEL ADVISORS LLC2,101,046$69.5M2.7%—
7FULLER & THALER ASSET MANAGEMENT, INC.2,078,977$68.8M2.7%—
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,952,679$64.6M2.5%TRIM -67.2%
9BNP Paribas Asset Management Holding S.A.1,662,166$55.0M2.1%—
10TWO SIGMA INVESTMENTS, LP1,648,009$54.5M2.1%—
11MORGAN STANLEY1,520,493$50.3M1.9%—
12Polar Capital Holdings Plc1,500,000$49.6M1.9%NEW
13Allianz Asset Management GmbH1,382,160$45.7M1.8%ADD +47.9%
14CAISSE DE DEPOT ET PLACEMENT DU QUEBEC1,344,595$44.5M1.7%DOUBLED +162.2%
15GOLDMAN SACHS GROUP INC1,200,036$39.7M1.5%—
16VANGUARD FIDUCIARY TRUST CO877,684$29.0M1.1%—
17FIRST TRUST ADVISORS LP876,078$29.0M1.1%TRIM -37.3%
18Nuveen, LLC848,662$28.1M1.1%—
19BALYASNY ASSET MANAGEMENT L.P.827,456$27.4M1.1%TRIM -62.2%
20BANK OF AMERICA CORP /DE/758,110$25.1M1.0%ADD +26.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
CHARLES SCHWAB INVESTMENT MANAGEMENT INCTRIM5,959,4631,952,679-67.2%$64.6M2026-Q1
Polar Capital Holdings PlcNEW—1,500,000—$49.6M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECDOUBLED512,8311,344,595+162.2%$44.5M2026-Q1
FIRST TRUST ADVISORS LPTRIM1,398,076876,078-37.3%$29.0M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM2,188,624827,456-62.2%$27.4M2026-Q1
BANK OF AMERICA CORP /DE/ADD601,340758,110+26.1%$25.1M2026-Q1
Point72 Asset Management, L.P.ADD289,183520,006+79.8%$17.2M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM896,994498,513-44.4%$16.4M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED183,046465,006+154.0%$15.4M2026-Q1
FRANKLIN RESOURCES INCDOUBLED105,118418,439+298.1%$13.8M2026-Q1
Assenagon Asset Management S.A.TRIM550,634236,161-57.1%$7.8M2026-Q1
First Eagle Investment Management, LLCTRIM255,688179,801-29.7%$5.9M2026-Q1
FIFTH THIRD BANCORPDOUBLED907156,903+17199.1%$5.2M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED47,600133,700+180.9%$4.4M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPTRIM213,75984,576-60.4%$2.8M2026-Q1
PICTON MAHONEY ASSET MANAGEMENTDOUBLED3352,386+158645.5%$1.7M2026-Q1
AmundiADD25,32532,828+29.6%$1.1M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED52430,854+5788.2%$1.0M2026-Q1
TUDOR INVESTMENT CORP ET ALNEAR_EXIT130,95626,578-79.7%$879.2K2026-Q1
CWM, LLCTRIM41,99124,911-40.7%$824.1K2026-Q1
EXCHANGE TRADED CONCEPTS, LLCDOUBLED3,19323,839+646.6%$788.6K2026-Q1
HighTower Advisors, LLCDOUBLED6,06012,760+110.6%$422.1K2026-Q1
Swiss Life Asset Management LtdADD6,3968,115+26.9%$268.4K2026-Q1
Magnetar Financial LLCNEAR_EXIT38,0586,482-83.0%$214.4K2026-Q1
Rockefeller Capital Management L.P.ADD2,0153,175+57.6%$105.1K2026-Q1
21 unique insiders with 50 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- ElectAWARD150,000——
Jun 1, 2026Weinbach Michael SChief Executive Officer- ElectAWARD185,020——
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 BERNARDDirectorAWARD7,660——
May 21, 2026Spiegel Noel JosephDirectorAWARD4,300——
May 21, 2026Ray EricSr. EVP, Chief Digital OfficerAWARD9,680——
May 21, 2026Ray EricSr. EVP, Chief Digital OfficerAWARD14,750——
May 21, 2026Thornberry Richard GChief Executive OfficerAWARD75,250——
May 21, 2026Thornberry Richard GChief Executive OfficerAWARD114,730——
May 21, 2026Hoffman Edward JSr. EVP, General CounselAWARD18,280——
May 21, 2026Dickerson MarySr. EVP, CPO & COOAWARD11,290——
May 21, 2026Keleher StephenSr. EVP, Co-Head of MIAWARD12,300——
May 21, 2026Dickerson MarySr. EVP, CPO & COOAWARD17,210——
May 21, 2026Keleher StephenSr. EVP, Co-Head of MIAWARD8,070——
May 21, 2026Bartholomew MeghanSr. EVP, Co-Head of MIAWARD12,300——
May 21, 2026Quigley RobertSr. EVP, CAOAWARD10,750——
May 21, 2026Kobell DanielSr. EVP, Interim CFOAWARD20,490——
May 21, 2026Quigley RobertSr. EVP, CAOAWARD16,390——
May 21, 2026Kobell DanielSr. EVP, Interim CFOAWARD13,440——
May 21, 2026Hoffman Edward JSr. EVP, General CounselAWARD27,870——
May 21, 2026Watson Richard ColinCEO, Inigo LimitedAWARD22,860——
May 21, 2026Watson Richard ColinCEO, Inigo LimitedAWARD34,850——
May 21, 2026Bartholomew MeghanSr. EVP, Co-Head of MIAWARD8,070——
May 21, 2026Conner Brad L.DirectorAWARD4,300——
May 21, 2026Rhoads JedDirectorAWARD4,300——
May 21, 2026Mumford LisaDirectorAWARD4,300——
May 21, 2026Ahmad FawadDirectorAWARD4,300——
May 21, 2026HESS DEBRA ANNDirectorAWARD4,300——
May 21, 2026Montgomery Brian DDirectorAWARD4,300——
May 21, 2026Macia SerainaDirectorAWARD4,300——
May 21, 2026Leyden Margaret AnneDirectorAWARD4,300——
May 15, 2026Serio GregoryDirectorEXERCISE4,837——
May 15, 2026Rhoads JedDirectorTAX W/H5$36.93$184.65
May 15, 2026Rhoads JedDirectorEXERCISE4,837——
May 15, 2026Serio GregoryDirectorTAX W/H5$36.93$184.65
May 15, 2026Bartholomew MeghanSr. EVP, Co-Head of MIEXERCISE6,525——
May 15, 2026Bartholomew MeghanSr. EVP, Co-Head of MITAX W/H2,532$36.93$93.5K
May 15, 2026Bartholomew MeghanSr. EVP, Co-Head of MIEXERCISE920——
May 15, 2026Hoffman Edward JSr EVP, General CounselEXERCISE63,251——
May 15, 2026Hoffman Edward JSr EVP, General CounselTAX W/H34,568$36.93$1.3M
May 15, 2026Hoffman Edward JSr EVP, General CounselEXERCISE6,294——
May 15, 2026Quigley RobertSr. EVP, CAOEXERCISE13,805——
May 15, 2026Quigley RobertSr. EVP, CAOTAX W/H8,052$36.93$297.4K
May 15, 2026Quigley RobertSr. EVP, CAOEXERCISE1,574——
10 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 1 mixed, 6 neutral. Avg impact: 3.7/10.
BULLISH CLUSTER 5/10
Radian Group's incoming CEO Michael Weinbach made two large open-market purchases totaling $5.77M, w
Jun 5, 2026
BULLISH CLUSTER 5/10
RDN insider cluster shows a strong buy signal from the incoming CEO, Michael Weinbach, who purchased
Jun 3, 2026
BULLISH CLUSTER 5/10
RDN's CEO-elect Michael Weinbach made two large open-market purchases totaling ~$5.77M at ~$33.89-$3
Jun 2, 2026
NEUTRAL CLUSTER 2/10
Three RDN directors sold a total of $377K in open-market sales over a 7-day window, representing ~0.
Jun 1, 2026
NEUTRAL CLUSTER 2/10
Two directors at Radian Group sold a combined $305K in open-market sales over two days, representing
May 29, 2026
NEUTRAL CLUSTER 3/10
Two directors at Radian Group sold a combined $356K in open-market sales on May 26, 2026, following
May 26, 2026
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 (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 +24.5% upside Strong Buy (2.00)
$37.00 Low $48.00 High
MetricValue
Current Price$34.66
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% 4↑ 0↓ $0.5B 38.2% 4
Current FY
2026-12-31
 $5.31 $5.17 $5.46 26.5% +6.8% 4↑ 0↓ $1.8B 35.7% 5
Next FY
2027-12-31
 $5.51 $5.30 $5.65 3.8% +4.8% 4↑ 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