Consensus estimates project Radian Group will report Q3 2026 revenue of $622.85 million and EPS of $1.27, with the stock currently trading at $35.76, roughly 18% below the average analyst target of $43.57.
The primary focus for investors is the company’s strategic pivot into the property and casualty specialty insurance market following the massive $1.7 billion acquisition of Inigo.
This shift is expected to nearly double quarterly revenue year-over-year while diversifying Radian's risk profile beyond its traditional mortgage insurance core. Investors will also scrutinize underwriting margins within the new specialty segments and the progress of non-core asset divestitures intended to streamline the business for long-term growth.