Renaissance Technologies LLC Boosts Position in Radian Group Inc. $RDN

Renaissance Technologies LLC increased its position in shares of Radian Group Inc. (NYSE:RDN) by 180.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 133,700 shares of the insurance provider’s stock after acquiring an additional 86,100 shares during the quarter. Renaissance Technologies LLC’s holdings in Radian Group were worth $4,423,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently modified their holdings of RDN. Caxton Associates LLP increased its position in Radian Group by 117.5% during the first quarter. Caxton Associates LLP now owns 60,140 shares of the insurance provider’s stock worth $1,989,000 after purchasing an additional 32,487 shares during the last quarter. Inceptionr LLC acquired a new position in Radian Group in the 1st quarter valued at about $211,000. Sei Investments Co. boosted its holdings in Radian Group by 17.2% in the 1st quarter. Sei Investments Co. now owns 153,447 shares of the insurance provider’s stock valued at $5,076,000 after purchasing an additional 22,566 shares during the last quarter. State of Wyoming grew its stake in shares of Radian Group by 96.0% in the 1st quarter. State of Wyoming now owns 6,133 shares of the insurance provider’s stock valued at $203,000 after buying an additional 3,004 shares during the period. Finally, Aegis Financial Corp purchased a new stake in shares of Radian Group in the 1st quarter valued at approximately $9,768,000. Hedge funds and other institutional investors own 95.33% of the company’s stock.

Wall Street Analyst Weigh In

RDN has been the topic of several analyst reports. Bank of America raised shares of Radian Group from an “underperform” rating to a “buy” rating and lifted their price target for the company from $35.00 to $43.00 in a research report on Wednesday, April 29th. Royal Bank Of Canada initiated coverage on Radian Group in a research report on Friday, May 22nd. They issued an “outperform” rating and a $47.00 price objective for the company. Barclays raised their target price on Radian Group from $37.00 to $39.00 and gave the stock an “equal weight” rating in a research note on Monday, May 11th. Keefe, Bruyette & Woods lifted their target price on Radian Group from $43.00 to $46.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Finally, Zacks Research lowered Radian Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 20th. Five investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $43.17.

Insider Transactions at Radian Group

In other news, Chairman Howard Bernard Culang sold 5,000 shares of the firm’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $36.20, for a total transaction of $181,000.00. Following the completion of the transaction, the chairman directly owned 11,662 shares in the company, valued at $422,164.40. This trade represents a 30.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Noel Joseph Spiegel sold 4,834 shares of Radian Group stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $36.19, for a total value of $174,942.46. Following the completion of the sale, the director directly owned 20,008 shares of the company’s stock, valued at $724,089.52. The trade was a 19.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 15,516 shares of company stock valued at $557,576 over the last three months. 2.03% of the stock is currently owned by company insiders.

Radian Group Price Performance

Radian Group stock opened at $36.19 on Friday. The company’s 50 day simple moving average is $36.85 and its 200-day simple moving average is $35.25. The company has a market capitalization of $4.81 billion, a price-to-earnings ratio of 9.30, a price-to-earnings-growth ratio of 0.99 and a beta of 0.72. Radian Group Inc. has a 1 year low of $31.50 and a 1 year high of $41.05. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.58 and a current ratio of 0.58.

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

Radian Group Dividend Announcement

The company also recently declared 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 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date was Tuesday, June 2nd. Radian Group’s dividend payout ratio is 25.12%.

Radian Group News Roundup

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

About Radian Group

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.