FHFA Director Bill Pulte Says In X Post That Fannie Mae Will Follow Freddie Mac's Rule Allowing Loan Servicers To Contact Borrowers Who May Qualify To Cancel Private Mortgage Insurance
https://x.com/pulte/status/2099876969483567277
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Radian Group (NYSE:RDN) reported quarterly earnings of $0.85 per share which missed the analyst consensus estimate of $1.33 by 36.57 percent. This is a 15.84 percent decrease over earnings of $1.01 per share from the
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https://x.com/pulte/status/2099876969483567277
Assurant (AIZ) has surged 32.9% over the past year, outperforming its industry. The company raised its 2026 Global Lifestyle adjusted EBITDA growth outlook to low double digits and Global Housing now expects modest earnings growth. With a Zacks Rank #2 (Buy) rating, attractive valuations, strong return on capital metrics, and analyst upgrades, the stock appears positioned for further gains with a 16.2% upside potential based on analyst price targets.
Radian Group (RDN) is navigating softer specialty insurance pricing following its February 2026 acquisition of Inigo, which significantly expanded its specialty insurance and reinsurance exposure. The company is prioritizing risk-adjusted profitability and selective capital deployment over premium growth to mitigate margin pressure. While RDN's underwriting discipline and analytics capabilities should help maintain profitability, the stock trades at a discount to peers with a forward P/B of 0.99X versus industry average of 2.67X, though analyst estimates have declined recently.
MGIC Investment Corporation (MTG) reported strong Q2 2026 results with new insurance written rising 8.5% to $17.8 billion and insurance in force increasing 2.6% to $304.8 billion. The company maintains solid capital resources with $2.7 billion in PMIERs excess and benefits from strong cure activity and favorable policy performance. While credit normalization is occurring gradually, management expects manageable delinquency trends. MTG stock is rated Zacks Rank #1 (Strong Buy) and trades at a discount to industry peers.