RD
RDN
RDN What Radian Group promised, and what happened
Guidance
What management said, and what became of it
13 of 14 judged targets kept · 16 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Combined Mortgage/Specialty (Inigo) segment-level financial reporting | provide full segment reporting and key drivers for both Inigo and the MI business starting with first-quarter 2026 results | Dec 2025 | The second quarter marked our first full quarter with Inigo and another important step for Radian as a global multiline specialty insurer. | Achieved |
| Radian Guaranty total dividends to Radian Group (full-year 2026) | at least $600 million | Sep 2025 | We have increased our previous guidance for expected dividends from Rating Guarantee to Radian Group and now expect at least $650 million of total dividends during 2026, including the $340 million paid through the first half of the year. | Revised Up |
| Full-year 2026 share repurchases | $200 million to $250 million, trending toward the upper end | Jun 2026 | I did provide guidance last quarter that we'd expect a range for the full year of between $200 million to $250 million. And so we're tracking very well, obviously, against that range. As we sit here today, based on the activity and what we've done so far, I would expect us to be more towards the upper end of that $200 million to $250 million range. | New |
The full ledger
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The rest of the ledger
Pro opens all 30 tracked commitments for Radian Group
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.