Radian Group Q4 Revenue Seen Falling 9.4% to $302.3M, EPS $1.09

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Radian Group’s Q4 revenue is forecast to drop 9.4% year-on-year to $302.3 million, while adjusted earnings are expected at $1.09 per share. The company has missed revenue estimates twice in two years after last quarter’s 2.1% revenue shortfall at $310.6 million, down 8.4% year-on-year.

1. Upcoming Q4 Earnings Expectations

Radian Group will report Q4 results Wednesday after market close, with analysts projecting revenue of $302.3 million, down 9.4% year-over-year, and adjusted EPS of $1.09 per share. Coverage has remained stable over the past 30 days, indicating limited change in analyst sentiment heading into the release.

2. Historical Revenue Performance

In the prior quarter, Radian posted revenue of $310.6 million, missing estimates by 2.1% and marking an 8.4% decline year-over-year. The firm has underperformed revenue forecasts twice over the last two years, highlighting ongoing challenges in its core mortgage insurance operations.

3. Peer Q4 Results and Stock Performance

Peer insurers First American Financial and Stewart Information Services reported Q4 revenue growth of 21.6% and 19.6%, respectively, both topping expectations and lifting their share prices by 2.8% and 2.9%. Radian’s shares have fallen 1.2% over the past month, trading below an average analyst target of $39.50.

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