Market Cap
$4.0B
RDN
RADIAN GROUP INC
$31.92 ▲ +2.24%
Prev close $31.22Market cap$4.0B
ConsensusStrong Buy
12-mo target$44.50 (+39.4%)
▲ Bullish
Analyst conviction 8/10
Insider Buying Cluster (6 insiders)33 New Institutional Positions17 Institutional Exits Traditional Finance
Snapshot
The big-picture read on RDN right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (80%)
Inst. Holders
50 funds
Inst. Value
$3.6B
Inst. Activity
33 buys / 17 sells
Insider Activity
$5.8M buy / $1.7M sell
Insider Net $
$4.1M
SEC Reports
13
Price chart 30d -12.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: RDN — 65.3% short (0.7M / 1.1M)
Short: 738,265 | Exempt: 334 | TRF Vol: 1,131,123 | Short Ratio: 65.3% | Off-exchange volume (dark p
Sep 14, 2026 Insider
Bartholomew Meghan sold 7,812 shares
Sr EVP Co-Head Radian Guaranty @ $35.94 ($280.8K)
Sep 9, 2026 Insider
CULANG HOWARD BERNARD was granted 503.798 shares
Director
Aug 12, 2026 Insider
Aug 7, 2026 SEC McCarthy Barry C was granted 3,427 shares
Director
A $1.93M insider cluster at Radian Group shows a mixed pattern: CEO-elect Weinbach made a $1.69M open-market purchase ju
CLUSTER — Impact 6/10
Radian Group reported Q2 2026 adjusted diluted net operating income per share of $1.14, missing the consensus estimate o
8-K — Impact 6/10
Jun 30, 2026 Inst.
Allianz Asset Management GmbH — ADD
2,727,071 shares ($102.7M)
Jun 30, 2026 Inst.
CAISSE DE DEPOT ET — ADD
2,371,483 shares ($89.3M)
Analyst ratings buy % +900.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
80% rate it Buy or better · 10 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Aug 10, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jun 25, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| May 22, 2026 | RBC Capital | INITIATE | Outperform | 55% |
| May 11, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Apr 29, 2026 | B of A Securities | UPGRADE | Buy | 54% |
| Apr 10, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Apr 6, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 5 | 2 | 0 | 0 | 80% | |
| Aug 1, 2026 | 3 | 5 | 2 | 0 | 0 | 80% | |
| Jul 1, 2026 | 3 | 5 | 2 | 0 | 0 | 80% | |
| Jun 1, 2026 | 3 | 5 | 3 | 0 | 0 | 73% | |
| May 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| Apr 1, 2026 | 1 | 4 | 3 | 1 | 0 | 56% | |
| Mar 1, 2026 | 1 | 4 | 3 | 1 | 0 | 56% | |
| Feb 1, 2026 | 0 | 1 | 5 | 5 | 1 | 8% |
Price targets
Where 6 covering analysts think RDN trades over the next 12 months.
$44.50 +39.4% upside Strong Buy
Current$31.92 Low$35.00 Median$46.00 High$48.00 6 analysts
$35.00$48.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 4 bullish, 1 bearish, 2 mixed, 6 neutral · avg impact 4.2/10.
BULLISHCLUSTER6/10
A $1.93M insider cluster at Radian Group shows a mixed pattern: CEO-elect Weinbach made a $1.69M ope
Aug 7, 2026
BEARISH8-K6/10
Radian Group reported Q2 2026 adjusted diluted net operating income per share of $1.14, missing the
Aug 6, 2026
MIXEDINST-CLUSTER5/10
A mixed institutional cluster in Radian Group (RDN) during 2026-Q1 shows 17 buyers accumulating $58.
Jun 23, 2026
BULLISHCLUSTER5/10
Radian Group's incoming CEO Michael Weinbach made two large open-market purchases totaling $5.77M, w
Jun 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: RDN — 65.3% short (0.7M / 1.1M)
Short: 738,265 | Exempt: 334 | TRF Vol: 1,131,123 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: RDN — 76.5% short (1.3M / 1.7M)
Short: 1,332,855 | Exempt: 160 | TRF Vol: 1,743,272 | Short Ratio: 76.5% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: RDN — 68.7% short (0.4M / 0.5M)
Short: 371,662 | Exempt: 833 | TRF Vol: 540,829 | Short Ratio: 68.7% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: RDN — 69.8% short (0.4M / 0.5M)
Short: 372,883 | Exempt: 11 | TRF Vol: 534,207 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
Aug 5, 2026
earnings_calendar
RDN Q2 2026 Earnings After Market Close — 2026-08-05
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.24 | $1.12–$1.33 | 15.5% | +0.2% | 0↑ 5↓ | $0.6B | 6 |
| Next Q | $1.28 | $1.20–$1.32 | 13.4% | +0.5% | 0↑ 5↓ | $0.6B | 6 |
| Current FY | $4.92 | $4.83–$5.04 | 17.2% | +0.1% | 0↑ 5↓ | $2.3B | 6 |
| Next FY | $5.29 | $5.02–$5.55 | 7.4% | +0.6% | 0↑ 5↓ | $2.5B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.236 | — |
| 7d ago | $1.234 | +0.003 |
| 30d ago | $1.234 | +0.003 |
| 60d ago | $1.342 | -0.105 |
| 90d ago | $1.356 | -0.120 |
Institutional ownership
Which big funds own RDN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.6B total value (96,506,461 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 19,327,643 | $728.1M | 20.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,241,527 | $348.1M | 9.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 6,070,437 | $228.7M | 6.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,991,073 | $225.7M | 6.2% | — |
| STATE STREET CORP | 5,975,802 | $225.1M | 6.2% | — |
| AMERICAN CENTURY COMPANIES INC | 5,120,625 | $192.9M | 5.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,582,467 | $135.0M | 3.7% | — |
| Allianz Asset Management GmbH | 2,727,071 | $102.7M | 2.8% | ADD +97.3% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2,371,483 | $89.3M | 2.5% | ADD +76.4% |
| NORGES BANK | 2,234,835 | $84.2M | 2.3% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | ADD | 1,382,160 | 2,727,071 | +97.3% | $102.7M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 1,344,595 | 2,371,483 | +76.4% | $89.3M |
| NORGES BANK | NEW | — | 2,234,835 | — | $84.2M |
| MORGAN STANLEY | ADD | 1,520,493 | 1,903,708 | +25.2% | $71.7M |
| JPMORGAN CHASE & CO | ADD | 1,195,503 | 1,731,691 | +44.9% | $65.7M |
| Nuveen, LLC | ADD | 848,662 | 1,424,443 | +67.8% | $53.7M |
| Qube Research & Technologies Ltd | ADD | 888,146 | 1,140,174 | +28.4% | $43.0M |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 465,006 | 930,995 | +100.2% | $35.1M |
| FMR LLC | ADD | 624,854 | 874,490 | +40.0% | $32.9M |
| MetLife Investment Management, LLC | DOUBLED | 73,940 | 655,634 | +786.7% | $24.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
22 insiders, 50 transactions. Net $4.1M — $5.8M bought, $1.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Bartholomew Meghan | Sr EVP Co-Head Radian Guaranty | SELL | 7,812 | $35.94 | $280.8K |
| Sep 9, 2026 | CULANG HOWARD BERNARD | Director | AWARD | 503.798 | — | — |
| Aug 12, 2026 | McCarthy Barry C | Director | AWARD | 3,427 | — | — |
| Jul 14, 2026 | Hoffman Edward J | Sr EVP, General Counsel | SELL | 20,000 | $39.00 | $780.0K |
| Jun 17, 2026 | CULANG HOWARD BERNARD | Director | AWARD | 521.221 | — | — |
| Jun 3, 2026 | Bartholomew Meghan | Sr. EVP, Co-Head of MI | SELL | 0.944 | $34.68 | $32.74 |
| Jun 3, 2026 | Conner Brad L. | Director | SELL | 1,200 | $33.93 | $40.7K |
| Jun 2, 2026 | Weinbach Michael S | Chief Executive Officer- Elect | BUY | 49,513 | $34.04 | $1.7M |
| Jun 1, 2026 | Weinbach Michael S | Chief Executive Officer- Elect | BUY | 120,487 | $33.89 | $4.1M |
| Jun 1, 2026 | Weinbach Michael S | Chief Executive Officer- Elect | AWARD | 185,020 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RDN.
Shares short
5,544,199
Settlement Sep 15, 2026
Change vs prior
+5.1%
Semi-monthly cycle
Days to cover
5.6
At avg daily volume
Of shares outstanding
≈4.2%
Estimate — not % of float
All RDN filing & press-release reports (13)
- CLUSTER reportAug 7, 2026
- 8-K reportAug 6, 2026
- INST-CLUSTER reportJun 23, 2026
- CLUSTER reportJun 5, 2026
- CLUSTER reportJun 3, 2026
- CLUSTER reportJun 2, 2026
- CLUSTER reportJun 1, 2026
- CLUSTER reportMay 29, 2026
- CLUSTER reportMay 26, 2026
- 8-K reportMay 21, 2026
- 8-K reportMay 7, 2026
- 8-K reportApr 21, 2026
- 144 reportApr 10, 2026