Skip to content
    MBI
    Earnings call· Jun 2026(Q2 FY26)

    MBIA Q2 FY26 earnings call MBI

    Aug 7, 2026 Source

    Executive summary

    MBIA Inc. Q2 FY26 — PREPA Resolution Efforts and Capital Management

    MBIA Inc. reported an improved net loss in Q2 FY26, driven by legal expense reversals and foreign exchange gains, alongside better statutory results from its insurance subsidiaries. The company's primary focus remains on resolving its PREPA exposure, with some progress noted in related litigations, though a recent settlement offer was rejected by bondholders. Management continues to carefully manage holding company liquidity and capital, while shareholders expressed interest in the available share buyback capacity.

    Highlights

    5
    • Consolidated GAAP net loss improved to $46 million (negative $0.91 per share) compared to a $56 million loss (negative $1.12 per share) in Q2 2025.

    • Adjusted net loss improved to $7 million (negative $0.14 per share) compared to an $8 million loss (negative $0.17 per share) in Q2 2025.

    • National's PREPA gross par value reduced by $35 million to $390 million.

    • National's statutory net income increased to $10 million in Q2 2026 from $6 million in Q2 2025.

    • MBIA Insurance Corp. statutory net income significantly increased to $27 million in Q2 2026 from $4 million in Q2 2025.

    Concerns

    3
    • MBIA Inc.'s book value per share decreased by $1.31 from year-end 2025 to negative $45.58 per share as of June 30, 2026.

    • Holding company unencumbered cash and liquid assets decreased by $20 million to $337 million from year-end 2025.

    • PREPA bondholders, representing about 90% of claims, dismissed the Oversight Board's nearly doubled settlement offer of approximately $3 billion as unacceptable and inadequate.

    Guidance & targets

    2
    CategoryTargetConfidence
    PREPA Debt Service Payments
    $20 million
    medium materiality
    High
    PREPA Debt Service Payments
    $20 million
    medium materiality
    High

    Operational metrics

    20
    Consolidated GAAP Net Loss
    -$46Mvs -$56M Q2 2025
    Q2 2026

    Lower GAAP net loss primarily driven by reversal of legal expenses and foreign exchange gains.

    Consolidated GAAP Net Loss per share
    -$0.91vs -$1.12 Q2 2025
    Q2 2026

    Lower GAAP net loss per share.

    Adjusted Net Loss
    -$7Mvs -$8M Q2 2025
    Q2 2026

    Non-GAAP measure, modest improvement primarily due to slightly lower loss and loss adjustment expenses at National.

    Adjusted Net Loss per share
    -$0.14vs -$0.17 Q2 2025
    Q2 2026

    Non-GAAP measure, modest improvement per share.

    MBIA Insurance Corp.'s book value per share (included in MBI Inc.'s)
    -$54.26
    June 30, 2026

    Reflects the impact of MBIA Insurance Corp.'s book value on the consolidated MBIA Inc. book value per share.

    Holding Company Unencumbered Cash and Liquid Assets
    $337Mvs $357M as of Dec 31, 2025
    June 30, 2026

    Decrease primarily due to ongoing debt service payments and operating expenses net of investment income.

    Assets pledged to guaranteed investment agreement contract holders
    $183M
    June 30, 2026

    These assets fully collateralized the principal amounts of those contracts.

    Assets at MBIA Services
    $66M
    June 30, 2026

    Assets to support its operating obligations.

    National's PREPA gross par value
    $390MReduced by $35M
    June 30, 2026

    Due to insurance policy claims paid by National for PREPA bonds that matured on July 1st, 2026.

    National's insured portfolio gross par outstanding
    $20.8BDown $1.5B from year-end 2025
    June 30, 2026

    Reflects the decline in the overall insured portfolio.

    National's leverage ratio (gross par to statutory capital)
    21 to 1Down from 24 to 1 at year-end 2025
    June 30, 2026

    Improvement in leverage ratio.

    National's claims paying resources
    $1.4BConsistent with year-end 2025
    June 30, 2026

    Total claims paying resources for National.

    MBIA Insurance Corp. statutory net income
    $27Mvs $4M Q2 2025
    Q2 2026

    Favorable variance primarily driven by a significantly larger loss in LAE benefit.

    MBIA Insurance Corp. claims paying resources
    $342MUp $25M from year-end 2025
    June 30, 2026

    Total claims paying resources for MBIA Insurance Corp.

    MBIA Insurance Corp.'s insured gross par outstanding
    $1.8BDown approximately 12% from year-end 2025
    June 30, 2026

    Due to regular amortization of the insured portfolio.

    PREPA bondholders settlement offer (Oversight Board)
    $3BNearly doubled from $1.6B
    Current

    Offer dismissed as unacceptable and inadequate by bondholders.

    PREPA bond market trading price
    75 cents
    Recent

    Reference point for bond valuation, compared to the Oversight Board's offer.

    PREPA bondholders offer valuation
    30-40 cents
    Current

    Management's estimate of the Oversight Board's offer value to bondholders.

    Custodial Receipts Transferred
    $30M
    July 2026

    Transferred into a custody account following a $35M debt service payment on July 1st, where $5M was from a secondary policy.

    Custodial Receipts Available for Sale
    $35M
    Current

    Total amount of custodial receipts that could be sold if an appropriate price or offer is received.

    Industry KPIs

    3
    MetricValueDetails
    Capital returns$71MUSD
    Book value per share-$45.58USD
    Statutory regulatory capitalNational: $970M; MBIA Insurance Corp.: $106MUSD

    Risks & headwinds

    2
    PREPA exposure resolution uncertaintyOngoing

    Oversight Board's $3 billion settlement offer dismissed as unacceptable and inadequate by bondholders representing 90% of claims.

    Mitigation: Litigations are moving forward; hope for new Oversight Board members to act as a catalyst.

    Political trends impacting contractual obligationsOngoing

    Discussed generally regarding 'blue states' and 'democratic socialist group' having 'no respect for existing contracts'. No specific impairments taken this quarter.

    Mitigation: Company factors these trends into analysis and monitors the situation; hopes all administrations fulfill obligations.

    What to watch in Q3 FY26

    4

    PREPA Resolution Progress

    Next quarter
    CurrentOversight Board's $3B offer rejected; litigations ongoing; board composition uncertain.
    TargetClear path to resolution; new Oversight Board members appointed.

    Why it matters

    Resolution of PREPA exposure is key to unlocking value and reducing uncertainty for the company.

    I think the biggest issue really has been the oversight board. That is the uncertainty with regard to the composition of the board and also the litigation related to it. We think that could be a real catalyst.

    Q&A highlights

    6

    What is the company's perspective on the latest PREPA settlement offer from the Oversight Board, and does it bring resolution closer?

    Management confirmed the offer was a substantial increase from the Oversight Board's perspective, but bondholders dismissed it as inadequate. The timing of a resolution remains uncertain due to ongoing litigations and the current composition of the Oversight Board.

    The positive was that it was from their perspective a substantial increase. Other than that, there's not a whole lot to talk about. As I said in my comments, the bondholders dismissed it as clearly inadequate.

    asked by Molly McJoynt (KBW) · answered by William Fallon

    2 min read5 chapters

    Detailed Narrative

    01

    PREPA Litigation and Settlement Efforts

    MBIA's primary focus remains on resolving National's PREPA exposure, which reduced by $35 million to $390 million gross par value due to claims paid on July 1st, 2026. Progress was noted in several litigations, including the First Circuit Court of Appeals remanding a case related to oversight board members and Judge Swain lifting a litigation stay on the net revenues calculation case. However, the Oversight Board's increased settlement offer of approximately $3 billion was dismissed as inadequate by bondholders representing 90% of claims, indicating continued challenges in reaching a resolution.

    02

    National's Portfolio and Capital

    National's insured portfolio gross par amount outstanding declined by approximately $1.5 billion from year-end 2025 to $20.8 billion at June 30, 2026. Its leverage ratio improved to 21 to one from 24 to one at year-end 2025. National reported statutory net income of $10 million for Q2 2026, up from $6 million in Q2 2025, driven by higher earned premiums and lower loss expenses. Statutory capital increased by $31 million to $968 million from year-end 2025, primarily due to net income and unrealized investment gains.

    03

    MBIA Insurance Corp. Performance

    MBIA Insurance Corp. reported a significant increase in statutory net income to $27 million for Q2 2026, compared to $4 million in Q2 2025. This favorable variance was primarily due to a larger loss and loss adjustment expense (LAE) benefit, stemming from the reassessment of recoveries related to ZOHAR CDOs. Its statutory capital increased by $27 million to $106 million from year-end 2025, and claims paying resources totaled $342 million. The insured gross par outstanding was just under $1.8 billion, down 12% from year-end 2025.

    04

    Holding Company Liquidity and Financial Results

    The consolidated GAAP net loss for Q2 2026 was $46 million (negative $0.91 per share), an improvement from a $56 million loss in Q2 2025, mainly due to a reversal of legal expenses and foreign exchange gains. The adjusted net loss (non-GAAP) was $7 million (negative $0.14 per share), also an improvement. MBIA Inc.'s book value per share was negative $45.58, a decrease of $1.31 from year-end 2025. Holding company unencumbered cash and liquid assets totaled $337 million, down $20 million from year-end 2025, primarily due to debt service payments and operating expenses.

    05

    Strategic Options and Sale Process

    Management acknowledged that the probability of a transaction, such as a sale of the company, increases as exposure to PREPA is reduced. While no specific decision has been made regarding a formal sale process, the company continuously evaluates strategic options. They indicated that any decision to run a process similar to the one four years ago would likely be announced, but also noted the possibility of direct outreach or inbound interest from potential acquirers.

    AI-generated summary of the company’s earnings call. Not investment advice.