Radian Group expands share repurchase program by $750 million

Published 21/05/2025, 21:22
Radian Group expands share repurchase program by $750 million

WAYNE, Pa. - Radian Group Inc. (NYSE: RDN), a provider of mortgage and real estate services with a market capitalization of $4.45 billion, has announced an expansion of its share repurchase program. The company’s Board of Directors approved a new $750 million authorization for the repurchase of its common stock, which is set to expire on December 31, 2027. This addition raises the total repurchase capacity to roughly $863 million, with the current program having $113 million remaining as of Tuesday. According to InvestingPro data, management has been consistently aggressive with share buybacks, demonstrating strong confidence in the company’s value proposition.

The move signals the company’s belief in its financial strength and ability to generate shareholder value while pursuing growth and delivering innovative products. This confidence is supported by Radian’s robust financial health, with InvestingPro analysis showing a strong gross profit margin of 93.46% and a healthy current ratio of 3.48, indicating solid liquidity. CEO Rick Thornberry expressed confidence in Radian’s capacity to return capital to shareholders alongside continued strategic growth.

Radian’s repurchase strategy allows for flexibility in buying back shares based on various market conditions and other considerations. The company has been actively repurchasing its shares, having bought back 74 million shares for about $1.8 billion since 2020, which represents over 36% of its shares outstanding at the start of that year. President and CFO Sumita Pandit highlighted this as evidence of the company’s commitment to enhancing shareholder value.

Additionally, Radian’s Board has declared a regular quarterly dividend of $0.255 per share, payable on June 17, 2025, to shareholders of record as of June 2, 2025. The company has maintained an impressive track record of dividend payments, having raised its dividend for five consecutive years, as revealed by InvestingPro analysis. Discover more insights about Radian’s financial performance and growth potential through InvestingPro’s comprehensive research reports, available for over 1,400 US stocks.

Radian operates as a catalyst for homeownership, offering services that transform risk into opportunity for participants in the housing and capital markets. The company’s suite of services includes mortgage insurance and a comprehensive array of mortgage, risk, real estate, and title services.

The information reported is based on a press release statement from Radian Group Inc.

In other recent news, Radian Group Inc. reported its first-quarter 2025 earnings, surpassing expectations with an earnings per share (EPS) of $0.99, compared to the forecasted $0.96. However, revenue slightly missed the mark at $318 million, just below the anticipated $319.24 million. Despite this minor shortfall, the company’s financial health remains strong, with net income reaching $145 million and a return on equity of 12.6%. The company also highlighted an 11% year-over-year growth in book value per share, indicating a robust financial position. Analysts have noted the company’s continued operational efficiency and strategic focus on capital management, which has contributed to positive investor sentiment. Radian Group’s primary mortgage insurance in force grew to $274 billion, supported by an 86% persistency rate, reflecting the impact of elevated interest rates. The company has also engaged in significant share repurchase activity, buying back $207 million worth of shares during the quarter. Looking forward, Radian Group maintains a positive outlook and expects to continue its share repurchase strategy and total distributions of up to $795 million in 2025.

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