Radian Group Inc. $RDN Shares Purchased by Renaissance Technologies LLC

Renaissance Technologies LLC increased its position in shares of Radian Group Inc. (NYSE:RDN) by 180.9% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 133,700 shares of the insurance provider’s stock after buying an additional 86,100 shares during the period. Renaissance Technologies LLC owned 0.10% of Radian Group worth $4,423,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Charles Schwab Investment Management Inc. raised its position in shares of Radian Group by 1.1% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 5,959,463 shares of the insurance provider’s stock worth $214,481,000 after acquiring an additional 63,437 shares during the period. Dimensional Fund Advisors LP grew its position in shares of Radian Group by 4.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 5,948,335 shares of the insurance provider’s stock valued at $196,773,000 after acquiring an additional 230,912 shares during the period. Donald Smith & CO. Inc. increased its stake in shares of Radian Group by 43.7% in the 4th quarter. Donald Smith & CO. Inc. now owns 3,012,255 shares of the insurance provider’s stock valued at $108,411,000 after purchasing an additional 916,003 shares in the last quarter. Balyasny Asset Management L.P. raised its holdings in Radian Group by 16.8% in the 4th quarter. Balyasny Asset Management L.P. now owns 2,188,624 shares of the insurance provider’s stock worth $78,769,000 after purchasing an additional 315,575 shares during the period. Finally, Norges Bank acquired a new position in Radian Group in the 4th quarter worth about $77,364,000. Institutional investors and hedge funds own 95.33% of the company’s stock.

Key Stories Impacting Radian Group

Here are the key news stories impacting Radian Group this week:

• Positive Sentiment: Second-quarter revenue reached $580.75 million, exceeding the $556.55 million consensus estimate and increasing 92.3% year over year. Growth was supported by higher insurance premiums and investment income following the Inigo acquisition. RDN Q2 Revenues Top Estimates on Higher Premiums, Investment Income
• Positive Sentiment: Management’s earnings materials highlighted continued premium growth and diversification benefits, while some analysis indicated potential long-term upside if Radian can improve performance across its businesses. Radian Group Inc. 2026 Q2 Results Earnings Call Presentation
• Neutral Sentiment: Analysts noted that Radian’s property and casualty results clouded an otherwise stronger quarter. The mixed performance raises questions about whether the company’s broader diversification is currently adding enough value, although potential upside remains. Radian P&C Results Cloud Q2 But Upside Remains
• Negative Sentiment: Adjusted earnings of $1.14 per share missed consensus estimates ranging from $1.34 to $1.38, even though earnings improved from $1.01 a year earlier. Higher expenses, including costs associated with the acquisition and operations, weighed on results. Radian Lags Q2 Earnings Estimates
• Negative Sentiment: Net income from continuing operations fell to $118 million, or $0.87 per diluted share, from $154 million, or $1.11 per share, in the prior-year quarter. Pretax income also declined, reinforcing concerns about margin pressure despite revenue growth. Radian Announces Second Quarter 2026 Financial Results
• Negative Sentiment: A Seeking Alpha analysis downgraded the stock, arguing that Radian’s diversification is not currently paying off sufficiently and that weaker P&C performance may limit investor enthusiasm. Radian Group: The Rare Time Diversification Does Not Pay Off

Analyst Upgrades and Downgrades

RDN has been the topic of several research analyst reports. Wall Street Zen raised Radian Group from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Radian Group in a research note on Tuesday, June 16th. Bank of America upgraded Radian Group from an “underperform” rating to a “buy” rating and increased their target price for the company from $35.00 to $43.00 in a research report on Wednesday, April 29th. Zacks Research lowered shares of Radian Group from a “strong-buy” rating to a “hold” rating in a report on Monday, April 20th. Finally, Barclays upped their price objective on shares of Radian Group from $37.00 to $39.00 and gave the stock an “equal weight” rating in a research report on Monday, May 11th. Five equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, Radian Group currently has an average rating of “Moderate Buy” and a consensus target price of $43.17.

Radian Group Price Performance

Shares of Radian Group stock opened at $36.19 on Friday. The stock has a market capitalization of $4.81 billion, a P/E ratio of 9.30, a PEG ratio of 0.99 and a beta of 0.72. The business has a 50 day simple moving average of $36.85 and a two-hundred day simple moving average of $35.25. Radian Group Inc. has a 12 month low of $31.50 and a 12 month high of $41.05. The company has a debt-to-equity ratio of 0.16, a current ratio of 0.58 and a quick ratio of 0.58.

Radian Group (NYSE:RDN) last issued its quarterly earnings results on Wednesday, August 5th. The insurance provider reported $1.14 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.34 by ($0.20). Radian Group had a return on equity of 13.69% and a net margin of 32.60%.The firm had revenue of $580.75 million during the quarter, compared to analyst estimates of $556.55 million. During the same period in the prior year, the firm earned $1.01 earnings per share. The business’s revenue was up 92.3% on a year-over-year basis. As a group, analysts predict that Radian Group Inc. will post 5.17 EPS for the current fiscal year.

Radian Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, June 17th. Shareholders of record on Tuesday, June 2nd were paid a dividend of $0.255 per share. This represents a $1.02 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend was Tuesday, June 2nd. Radian Group’s payout ratio is 25.12%.

Insider Buying and Selling at Radian Group

In other Radian Group news, CEO Michael S. Weinbach acquired 49,513 shares of the business’s stock in a transaction on Tuesday, June 2nd. The stock was bought at an average price of $34.04 per share, for a total transaction of $1,685,422.52. Following the acquisition, the chief executive officer owned 170,000 shares in the company, valued at approximately $5,786,800. The trade was a 41.09% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Noel Joseph Spiegel sold 4,834 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $36.19, for a total transaction of $174,942.46. Following the completion of the transaction, the director directly owned 20,008 shares in the company, valued at $724,089.52. This trade represents a 19.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 15,516 shares of company stock worth $557,576 over the last three months. 2.03% of the stock is owned by corporate insiders.

Radian Group Company Profile

Radian Group Inc (NYSE:RDN) is a leading provider of private mortgage insurance and related risk management solutions in the United States. Through its primary subsidiary, Radian Guaranty Inc, the company underwrites borrower-paid and lender-paid mortgage insurance that protects lenders and investors from potential losses arising from borrower defaults. Radian’s core business focuses on supporting residential mortgage originations and servicing by offering capital-efficient credit protection and credit risk transfer strategies.

Beyond mortgage insurance, Radian offers an array of real estate transaction services under its Radian Title division.