Mortgage insurance provider Radian Group (NYSE: RDN) will be reporting earnings this Wednesday after market close. Here’s what to expect.
Radian Group missed analysts’ revenue expectations by 3% last quarter, reporting revenues of $318.1 million, down 3.4% year on year. It was a softer quarter for the company, with a miss of analysts’ net premiums earned estimates and EPS in line with analysts’ estimates.
Is Radian Group a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting Radian Group’s revenue to be flat year on year at $324.2 million, slowing from the 10.9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.98 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Radian Group has missed Wall Street’s revenue estimates five times over the last two years.
Looking at Radian Group’s peers in the property & casualty insurance segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Stewart Information Services delivered year-on-year revenue growth of 20.1%, beating analysts’ expectations by 9.2%, and First American Financial reported revenues up 14.2%, topping estimates by 4.9%. Stewart Information Services traded up 10.3% following the results while First American Financial was also up 3.5%.
Read our full analysis of Stewart Information Services’s results here and First American Financial’s results here.
The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the property & casualty insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.3% on average over the last month. Radian Group is down 7% during the same time and is heading into earnings with an average analyst price target of $36.83 (compared to the current share price of $33.50).
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