NMI (NMIH) Projected to Release Earnings on Thursday

NMI (NASDAQ:NMIH) is expected to be posting its Q2 2026 results after the market closes on Thursday, July 30th. Analysts expect the company to post earnings of $1.28 per share and revenue of $156.2580 million for the quarter. Parties can find conference call details on the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Thursday, July 30, 2026 at 5:00 PM ET.

NMI (NASDAQ:NMIH) last posted its quarterly earnings data on Thursday, April 30th. The financial services provider reported $1.28 EPS for the quarter, beating analysts’ consensus estimates of $1.22 by $0.06. The company had revenue of $183.47 million during the quarter, compared to the consensus estimate of $153.99 million. NMI had a net margin of 53.82% and a return on equity of 15.18%. The company’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.28 EPS. On average, analysts expect NMI to post $5 EPS for the current fiscal year and $5 EPS for the next fiscal year.

NMI Trading Down 0.4%

Shares of NMIH stock opened at $41.69 on Thursday. The firm has a market cap of $3.17 billion, a P/E ratio of 8.49, a PEG ratio of 1.45 and a beta of 0.54. NMI has a 1-year low of $34.84 and a 1-year high of $43.35. The company has a debt-to-equity ratio of 0.16, a current ratio of 0.63 and a quick ratio of 0.63. The firm’s 50-day simple moving average is $38.85 and its 200-day simple moving average is $38.83.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the stock. UBS Group set a $46.00 target price on shares of NMI in a report on Friday, May 22nd. Barclays cut their price target on shares of NMI from $44.00 to $43.00 and set an “equal weight” rating on the stock in a research note on Monday, April 6th. Weiss Ratings upgraded shares of NMI from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, June 12th. Keefe, Bruyette & Woods boosted their price objective on shares of NMI from $46.00 to $47.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Finally, Royal Bank Of Canada assumed coverage on NMI in a report on Friday, May 22nd. They set an “outperform” rating and a $46.00 price objective for the company. Four equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $46.00.

Insiders Place Their Bets

In other NMI news, Director Michael Curry Montgomery sold 1,554 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $37.90, for a total transaction of $58,896.60. Following the completion of the sale, the director directly owned 69,026 shares in the company, valued at $2,616,085.40. The trade was a 2.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 2.44% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On NMI

Hedge funds have recently made changes to their positions in the business. Brooklyn Investment Group acquired a new stake in NMI in the fourth quarter valued at approximately $255,000. Cibc World Markets Corp purchased a new stake in shares of NMI during the fourth quarter valued at approximately $211,000. Focus Partners Advisor Solutions LLC acquired a new position in shares of NMI during the fourth quarter worth $225,000. Centaurus Financial Inc. lifted its position in shares of NMI by 12.2% during the third quarter. Centaurus Financial Inc. now owns 7,172 shares of the financial services provider’s stock worth $275,000 after purchasing an additional 778 shares in the last quarter. Finally, Kestra Investment Management LLC boosted its stake in shares of NMI by 1,520.4% in the second quarter. Kestra Investment Management LLC now owns 5,412 shares of the financial services provider’s stock valued at $228,000 after purchasing an additional 5,078 shares during the period. Hedge funds and other institutional investors own 94.12% of the company’s stock.

Key Stories Impacting NMI

Here are the key news stories impacting NMI this week:

• Positive Sentiment: Zacks Research lifted its Q1 2028 EPS estimate for NMI Holdings to $1.37 from $1.34, and slightly raised FY2028 estimates to $5.38, suggesting improved long-term earnings potential.
• Neutral Sentiment: Despite the revisions, Zacks still sees NMI Holdings earning about $5.11 per share for the current full year, close to prior expectations and not a major deviation from consensus.
• Negative Sentiment: Analysts lowered estimates for FY2026 and several 2027 periods, including Q4 2026, Q1 2027, Q2 2027, Q3 2027, Q4 2027 and FY2027, which can weigh on investor sentiment in the near term.

NMI Company Profile

NMI Holdings, Inc (NASDAQ: NMIH) is a publicly traded mortgage insurance company that provides private mortgage insurance to lenders across the United States and Canada. Through its principal subsidiary, National Mortgage Insurance Corporation, NMI underwrites and issues policies that protect originators and investors against losses arising from borrower default on residential mortgage loans. By mitigating credit risk on higher‐loan‐to‐value mortgages, the company supports homebuyers’ access to financing and contributes to overall market liquidity.

Beyond its core mortgage insurance products, NMI offers credit risk‐sharing and reinsurance solutions designed to help clients optimize capital utilization and manage portfolio exposure.