NMIH Gains 20.9% in Three Months: What Investors Should Know?
NMI Holdings' strong insurance growth, credit performance and capital position support earnings, with buybacks adding to shareholder value.
NMI Holdings' strong insurance growth, credit performance and capital position support earnings, with buybacks adding to shareholder value.
Bank of America Corp DE increased its stake in NMI Holdings Inc (NASDAQ: NMIH) by 22.7% in the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 1,304,633 shares of the financial services provider's stock after purchasing an additional 241,724 shares during the quarter. Bank
California State Teachers Retirement System boosted its position in NMI Holdings Inc (NASDAQ: NMIH) by 22.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 88,962 shares of the financial services provider's stock after buying an additional 16,175 shares during the quarter.
NMI Holdings has outperformed, reaching a 52-week high and surpassing my $42 price target, driven by strong credit performance and market share gains. NMIH's prudent underwriting, low default rates, and robust balance sheet underpin resilience, though credit losses are expected to gradually rise as legacy policies diminish. Despite a healthy labor market and incremental investment income tailwinds, NMIH's more aggressive growth strategy increases exposure to potential home price declines.
NMIH beat Q2 earnings estimates as premium growth, stronger investment income and lower claims lifted revenues and profitability.
While the top- and bottom-line numbers for NMI Holdings (NMIH) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
NMI Holdings, Inc. (NMIH) Q2 2026 Earnings Call Transcript
NMI Holdings (NMIH) came out with quarterly earnings of $1.38 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $1.22 per share a year ago.
EMERYVILLE, Calif., July 30, 2026 (GLOBE NEWSWIRE) -- NMI Holdings, Inc. (Nasdaq: NMIH) today reported net income of $105.8 million, or $1.38 per diluted share, for the second quarter ended June 30, 2026, compared to $99.3 million, or $1.28 per diluted share, for the first quarter ended March 31, 2026 and $96.2 million, or $1.21 per diluted share, for the second quarter ended June 30, 2025. Adjusted net income for the quarter was $106.0 million, or $1.38 per diluted share, compared to $99.4 million, or $1.28 per diluted share, for the first quarter ended March 31, 2026 and $96.5 million, or $1.22 per diluted share, for the second quarter ended June 30, 2025.
Bank of New York Mellon Corp lessened its stake in NMI Holdings Inc (NASDAQ: NMIH) by 4.2% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 498,157 shares of the financial services provider's stock after selling 21,953 shares during the period.
EMERYVILLE, Calif., July 02, 2026 (GLOBE NEWSWIRE) -- NMI Holdings, Inc., (NASDAQ: NMIH), the parent company of National Mortgage Insurance Corporation (National MI), today announced that it will report results for its second quarter ended June 30, 2026 after the market close on Thursday, July 30, 2026.
NMIH is leveraging its mortgage insurance business to drive recurring premium revenues, underwriting profitability and long-term growth.
NMI Holdings benefits from rising mortgage insurance activity and record insurance in force, supporting premium and earnings growth.
MILWAUKEE & NEW YORK--(BUSINESS WIRE)--IPMI -- Confusing parking payment systems are shaping how Americans move through their communities, according to new research from NMI®, a global leader in embedded payments infrastructure. NMI surveyed 1,000 U.S. adults and found that nearly one in three drivers (30%) say they have received a parking ticket due to confusing payment instructions, while more than a third (37%) regularly encounter technical issues when paying at parking kiosks or pay station.
EMERYVILLE, Calif., May 26, 2026 (GLOBE NEWSWIRE) -- NMI Holdings, Inc., (NASDAQ:NMIH) announced today that Adam Pollitzer, the company's President and Chief Executive Officer will be participating in Moody's US Housing Executive Series to be broadcast on May 28th at 1pm ET. A copy of the broadcast will be available on Moody's website at https://events.moodys.com/2026-miu26527-us-housing-series-iii.
NMI Holdings is upgraded to "buy" after recent share underperformance, with valuation now attractive at under 8x earnings and 1.1x book value. Earnings are expected to moderate as legacy low-loss policies shrink and new business faces higher normalized loss ratios, but credit deterioration should remain manageable. NMIH benefits from a strong balance sheet, conservative underwriting, and rising investment income, supporting continued buybacks and capital flexibility.
NMI Holdings remains poised to gain from higher new insurance written volume, a comprehensive reinsurance program and prudent capital deployment.
EMERYVILLE, Calif., May 12, 2026 (GLOBE NEWSWIRE) -- NMI Holdings, Inc., (NASDAQ:NMIH) announced today that Adam Pollitzer, the company's President and Chief Executive Officer, and Aurora Swithenbank, Executive Vice President and Chief Financial Officer, will be participating at the KBW Virtual Real Estate Finance and Technology Conference on May 19th and the Truist Securities Financial Conference on May 20th in New York City. A presentation that may be referenced during the conferences will be available on the company's website at https://ir.nationalmi.com/investor-relations .
This specialty insurer provides private mortgage guaranty solutions and loan review services to U.S. mortgage lenders and investors.
NMIH tops Q1 estimates as revenues rise 5.8% and primary insurance in force climbs to $222.3B, even as persistency slips and claims surge.