RADIAN GROUP INC
RDN · Surety Insurance · 133.0M shares · -7%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $92M (gross $133M, SBC $41M)
Reference price $33.93 · est. market cap ~$4.5B — last insider sale, 2026-06-03 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B76Radian Group — mortgage insurer with strong, recovering returns.
Strengths
- Net margin 49% (92nd pct), net income up sharply (92nd)
- Disciplined risk-based pricing
Risks
- Housing/credit-cycle sensitivity
- Counter-cyclical loss exposure
Notable findings
- RestatementEmployee Stock Purchase Plan, as amended and restated, which was approved by our stockholders on May 9, 2018 Exchange Act Securities Exchange Act of 1934, as amended Fannie Mae Federal Nat 8-K ↗
- Exec changeRecent 8-K item 5.02 8-K ↗
- Insider buyingInsider buying — 2 open-market buy(s) by 1 insider(s) (~$6M, last 6mo) Form 4 ↗
- Buying back stockNet buyback — share count -7%/yr over 4y
- Insider sellingInsider selling — 10 open-market sale(s) by 5 insider(s) (cluster of 5 insiders, ~$3M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
48.7%
Return on equity
12.2%
Return on assets
7.2%
Revenue growth (QoQ)
55.2%
Net-income growth
-3.6%
Tangible book value
$4.8B
Cash & investments
$25M
Stock comp / revenue
3.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-03 | Conner Brad L. | Sell | 1.2K | $33.93 |
| 2026-06-02 | Weinbach Michael S | Buy | 50K | $34.04 |
| 2026-06-01 | Weinbach Michael S | Buy | 120K | $33.89 |
| 2026-05-29 | Leyden Margaret Anne | Sell | 2.1K | $34.59 |
| 2026-05-27 | CULANG HOWARD BERNARD | Sell | 3.6K | $36.00 |
| 2026-05-26 | CULANG HOWARD BERNARD | Sell | 5.0K | $36.20 |
| 2026-05-26 | Spiegel Noel Joseph | Sell | 4.8K | $36.19 |
| 2026-05-15 | Dickerson Mary | Option exercise | 17K | — |
| 2026-05-15 | Dickerson Mary | Option exercise | 2.6K | — |
| 2026-05-15 | Dickerson Mary | Option exercise | 2.6K | — |
| 2026-05-15 | Dickerson Mary | Option exercise | 3.2K | — |
| 2026-05-15 | Dickerson Mary | Option exercise | 780 | — |
| 2026-05-15 | Dickerson Mary | Tax withheld | 11K | $36.93 |
| 2026-05-15 | Kobell Daniel | Option exercise | 11K | — |
| 2026-05-15 | Kobell Daniel | Option exercise | 1.6K | — |
| 2026-05-15 | Kobell Daniel | Option exercise | 1.4K | — |
| 2026-05-15 | Kobell Daniel | Option exercise | 1.4K | — |
| 2026-05-15 | Kobell Daniel | Tax withheld | 5.6K | $36.93 |
| 2026-05-15 | Macia Seraina | Option exercise | 1.2K | — |
| 2026-05-15 | CULANG HOWARD BERNARD | Option exercise | 8.6K | — |
| 2026-05-15 | CULANG HOWARD BERNARD | Tax withheld | 4 | — |
| 2026-05-15 | Conner Brad L. | Option exercise | 4.8K | — |
| 2026-05-15 | Conner Brad L. | Tax withheld | 3 | $36.93 |
| 2026-05-15 | Ahmad Fawad | Option exercise | 4.8K | — |
| 2026-05-15 | Ahmad Fawad | Tax withheld | 5 | $36.93 |
| 2026-05-15 | Leyden Margaret Anne | Option exercise | 4.8K | — |
| 2026-05-15 | Leyden Margaret Anne | Tax withheld | 4 | $36.93 |
| 2026-05-15 | Mumford Lisa | Option exercise | 4.8K | — |
| 2026-05-15 | Mumford Lisa | Tax withheld | 4 | $36.93 |
| 2026-05-15 | HESS DEBRA ANN | Option exercise | 4.8K | — |
| 2026-05-15 | HESS DEBRA ANN | Tax withheld | 4 | $36.93 |
| 2026-05-15 | Spiegel Noel Joseph | Option exercise | 4.8K | — |
| 2026-05-15 | Spiegel Noel Joseph | Tax withheld | 3 | $36.93 |
| 2026-05-15 | Ray Eric | Option exercise | 52K | — |
| 2026-05-15 | Ray Eric | Option exercise | 4.7K | — |
| 2026-05-15 | Ray Eric | Option exercise | 3.8K | — |
| 2026-05-15 | Ray Eric | Option exercise | 3.6K | — |
| 2026-05-15 | Ray Eric | Option exercise | 1.3K | — |
| 2026-05-15 | Ray Eric | Tax withheld | 25K | $36.93 |
| 2026-05-15 | Quigley Robert | Option exercise | 14K | — |
| 2026-05-15 | Quigley Robert | Option exercise | 1.6K | — |
| 2026-05-15 | Quigley Robert | Option exercise | 1.4K | — |
| 2026-05-15 | Quigley Robert | Option exercise | 1.4K | — |
| 2026-05-15 | Quigley Robert | Option exercise | 468 | — |
| 2026-05-15 | Quigley Robert | Tax withheld | 8.1K | $36.93 |
| 2026-05-15 | Hoffman Edward J | Option exercise | 63K | — |
| 2026-05-15 | Hoffman Edward J | Option exercise | 6.3K | — |
| 2026-05-15 | Hoffman Edward J | Option exercise | 5.5K | — |
| 2026-05-15 | Hoffman Edward J | Option exercise | 5.4K | — |
| 2026-05-15 | Hoffman Edward J | Option exercise | 1.8K | — |
| 2026-05-15 | Hoffman Edward J | Tax withheld | 35K | $36.93 |
| 2026-05-15 | Keleher Stephen | Option exercise | 13K | — |
| 2026-05-15 | Keleher Stephen | Option exercise | 1.8K | — |
| 2026-05-15 | Keleher Stephen | Option exercise | 1.5K | — |
| 2026-05-15 | Keleher Stephen | Tax withheld | 6.0K | $36.93 |
| 2026-05-15 | Bartholomew Meghan | Option exercise | 6.5K | — |
| 2026-05-15 | Bartholomew Meghan | Option exercise | 920 | — |
| 2026-05-15 | Bartholomew Meghan | Option exercise | 747 | — |
| 2026-05-15 | Bartholomew Meghan | Option exercise | 706 | — |
| 2026-05-15 | Bartholomew Meghan | Tax withheld | 2.5K | $36.93 |
| 2026-05-15 | Serio Gregory | Option exercise | 4.8K | — |
| 2026-05-15 | Serio Gregory | Tax withheld | 5 | $36.93 |
| 2026-05-15 | Rhoads Jed | Option exercise | 4.8K | — |
| 2026-05-15 | Rhoads Jed | Tax withheld | 5 | $36.93 |
| 2026-05-15 | Keleher Stephen | Option exercise | 1.5K | — |
| 2026-05-15 | Thornberry Richard G | Option exercise | 287K | — |
| 2026-05-15 | Thornberry Richard G | Option exercise | 31K | — |
| 2026-05-15 | Thornberry Richard G | Option exercise | 26K | — |
| 2026-05-15 | Thornberry Richard G | Option exercise | 26K | — |
| 2026-05-15 | Thornberry Richard G | Option exercise | 9.5K | — |
| 2026-05-15 | Thornberry Richard G | Tax withheld | 166K | $36.93 |
| 2026-05-08 | Quigley Robert | Option exercise | 3.1K | $12.16 |
| 2026-05-08 | Quigley Robert | Tax withheld | 1.9K | $38.06 |
| 2026-05-08 | Bartholomew Meghan | Option exercise | 3.0K | $12.16 |
| 2026-05-08 | Bartholomew Meghan | Tax withheld | 1.5K | $38.06 |
| 2026-05-08 | Hoffman Edward J | Sell | 15K | $38.00 |
| 2026-05-08 | Hoffman Edward J | Option exercise | 13K | $12.16 |
| 2026-05-08 | Hoffman Edward J | Tax withheld | 7.8K | $38.06 |
| 2026-04-29 | Hoffman Edward J | Sell | 15K | $37.00 |
| 2026-04-23 | Hoffman Edward J | Sell | 15K | $36.00 |
| 2026-04-17 | Hoffman Edward J | Sell | 13K | $35.00 |
| 2026-04-10 | Hoffman Edward J | Sell | 2.0K | $35.00 |
| 2025-12-20 | Quigley Robert | Option exercise | 3.3K | — |
| 2025-12-20 | Quigley Robert | Tax withheld | 1.4K | $36.77 |
| 2025-12-02 | Ray Eric | Sell | 14K | $35.60 |
| 2025-10-28 | Thornberry Richard G | Sell | 20K | $33.24 |
| 2025-09-23 | Thornberry Richard G | Sell | 20K | $36.28 |
| 2025-09-18 | Hoffman Edward J | Sell | 10K | $37.00 |
| 2025-08-26 | Thornberry Richard G | Sell | 20K | $34.74 |
| 2025-07-29 | Thornberry Richard G | Sell | 20K | $33.90 |
| 2025-07-08 | Quigley Robert | Option exercise | 2.0K | $18.42 |
| 2025-07-08 | Quigley Robert | Tax withheld | 1.5K | $35.64 |
| 2025-07-08 | Hoffman Edward J | Option exercise | 7.6K | $18.42 |
| 2025-07-08 | Hoffman Edward J | Tax withheld | 5.5K | $35.64 |
| 2025-06-24 | Thornberry Richard G | Sell | 20K | $36.71 |
| 2025-06-23 | Hoffman Edward J | Sell | 20K | $36.00 |
| 2025-06-16 | Hoffman Edward J | Sell | 10K | $35.00 |
| 2025-06-11 | Hoffman Edward J | Sell | 10K | $34.00 |
| 2025-06-06 | CULANG HOWARD BERNARD | Sell | 8.8K | $33.37 |
| 2025-06-06 | Spiegel Noel Joseph | Sell | 5.1K | $33.66 |
| 2025-06-06 | Mumford Lisa | Sell | 2.5K | $33.45 |
| 2025-06-06 | Ray Eric | Sell | 30K | $33.30 |
| 2025-06-04 | Hoffman Edward J | Sell | 10K | $33.72 |
| 2025-05-28 | Thornberry Richard G | Sell | 20K | $34.10 |
| 2025-05-15 | Dickerson Mary | Option exercise | 15K | — |
| 2025-05-15 | Dickerson Mary | Option exercise | 1.9K | — |
| 2025-05-15 | Dickerson Mary | Option exercise | 2.6K | — |
| 2025-05-15 | Dickerson Mary | Option exercise | 2.6K | — |
| 2025-05-15 | Dickerson Mary | Option exercise | 718 | — |
| 2025-05-15 | Dickerson Mary | Tax withheld | 9.0K | $34.04 |
| 2025-05-15 | Thornberry Richard G | Option exercise | 272K | — |
| 2025-05-15 | Thornberry Richard G | Option exercise | 31K | — |
| 2025-05-15 | Thornberry Richard G | Option exercise | 31K | — |
| 2025-05-15 | Thornberry Richard G | Option exercise | 26K | — |
| 2025-05-15 | Thornberry Richard G | Option exercise | 12K | — |
| 2025-05-15 | Thornberry Richard G | Tax withheld | 164K | $34.04 |
| 2025-05-15 | Ray Eric | Option exercise | 56K | — |
| 2025-05-15 | Ray Eric | Option exercise | 5.7K | — |
| 2025-05-15 | Ray Eric | Option exercise | 4.7K | — |
| 2025-05-15 | Ray Eric | Option exercise | 3.8K | — |
| 2025-05-15 | Ray Eric | Option exercise | 2.0K | — |
| 2025-05-15 | Ray Eric | Tax withheld | 28K | $34.04 |
| 2025-05-15 | Hoffman Edward J | Option exercise | 70K | — |
| 2025-05-15 | Hoffman Edward J | Option exercise | 6.9K | — |
| 2025-05-15 | Hoffman Edward J | Option exercise | 6.3K | — |
| 2025-05-15 | Hoffman Edward J | Option exercise | 5.5K | — |
| 2025-05-15 | Hoffman Edward J | Option exercise | 2.6K | — |
| 2025-05-15 | Hoffman Edward J | Tax withheld | 39K | $34.04 |
| 2025-05-15 | Pandit Sumita | Option exercise | 7.9K | — |
| 2025-05-15 | Pandit Sumita | Option exercise | 7.2K | — |
| 2025-05-15 | Pandit Sumita | Tax withheld | 6.8K | $34.04 |
| 2025-05-15 | Quigley Robert | Option exercise | 13K | — |
| 2025-05-15 | Quigley Robert | Option exercise | 1.5K | — |
| 2025-05-15 | Quigley Robert | Option exercise | 1.6K | — |
| 2025-05-15 | Quigley Robert | Option exercise | 1.4K | — |
| 2025-05-15 | Quigley Robert | Option exercise | 575 | — |
| 2025-05-15 | Quigley Robert | Tax withheld | 8.0K | $34.04 |
| 2025-05-15 | Rhoads Jed | Option exercise | 1.3K | — |
| 2025-05-15 | Serio Gregory | Option exercise | 5.1K | — |
| 2025-05-15 | Serio Gregory | Tax withheld | 11 | $34.04 |
| 2025-05-15 | Spiegel Noel Joseph | Option exercise | 5.1K | — |
| 2025-05-15 | Spiegel Noel Joseph | Tax withheld | 4 | $34.04 |
| 2025-05-15 | Mumford Lisa | Option exercise | 5.1K | — |
| 2025-05-15 | Mumford Lisa | Tax withheld | 7 | $34.04 |
| 2025-05-15 | Ahmad Fawad | Option exercise | 5.1K | — |
| 2025-05-15 | Ahmad Fawad | Tax withheld | 11 | $34.04 |
| 2025-05-15 | Conner Brad L. | Option exercise | 5.1K | — |
| 2025-05-15 | Conner Brad L. | Tax withheld | 5 | $34.04 |
| 2025-05-15 | CULANG HOWARD BERNARD | Option exercise | 8.8K | — |
| 2025-05-15 | CULANG HOWARD BERNARD | Tax withheld | 8 | $34.04 |
| 2025-04-29 | Thornberry Richard G | Sell | 20K | $31.46 |
| 2025-03-25 | Thornberry Richard G | Sell | 20K | $32.75 |
| 2025-03-06 | Pandit Sumita | Option exercise | 33K | — |
| 2025-03-06 | Pandit Sumita | Tax withheld | 15K | $31.64 |
| 2025-02-28 | Serio Gregory | Sell | 4.1K | $32.65 |
| 2025-02-25 | Thornberry Richard G | Sell | 20K | $32.54 |
| 2025-01-28 | Thornberry Richard G | Sell | 20K | $34.17 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-27 | Exec/director changeShareholder vote | filing ↗ |
| 2026-05-21 | Exec/director changeExhibits | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-04-21 | Exec/director change | filing ↗ |
| 2026-04-17 | Exhibits | filing ↗ |
| 2026-04-03 | Exec/director change | filing ↗ |
| 2026-03-26 | Material agreementExhibits | filing ↗ |
| 2026-03-23 | Reg FD | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-27 | 2026-05-20 | 0001193125-26-241992 ↗ |
| 8-K | 2026-05-21 | 2026-05-21 | 0001193125-26-234920 ↗ |
| 10-Q | 2026-05-08 | 2026-03-31 | 0001193125-26-215018 ↗ |
| 8-K | 2026-05-07 | 2026-05-06 | 0001193125-26-210841 ↗ |
| 8-K | 2026-04-21 | 2026-04-20 | 0001193125-26-166824 ↗ |
| 8-K/A | 2026-04-17 | 2026-02-02 | 0001193125-26-161776 ↗ |
| 8-K/A | 2026-04-03 | 2026-02-12 | 0001193125-26-142185 ↗ |
| 8-K | 2026-03-26 | 2026-03-23 | 0001193125-26-126293 ↗ |
| 8-K | 2026-03-23 | 2026-03-23 | 0001193125-26-119755 ↗ |
| 10-K | 2026-02-20 | 2025-12-31 | 0001193125-26-061383 ↗ |
| 8-K | 2026-02-19 | 2026-02-18 | 0001193125-26-058134 ↗ |
| 8-K | 2026-02-12 | 2026-02-12 | 0001193125-26-048971 ↗ |