Radian Group Inc. Files 2024 Q2 10-Q

Ticker: RDN · Form: 10-Q · Filed: Aug 2, 2024 · CIK: 890926

Radian Group Inc 10-Q Filing Summary
FieldDetail
CompanyRadian Group Inc (RDN)
Form Type10-Q
Filed DateAug 2, 2024
Risk Levelmedium
Pages15
Reading Time18 min
Key Dollar Amounts$0.001, $450 million, $525 million, $625 million
Sentimentneutral

Sentiment: neutral

Topics: 10-Q, financials, filing

TL;DR

Radian Group Inc. 2024 Q2 10-Q filed. Financials updated.

AI Summary

Radian Group Inc. filed its 10-Q for the period ending June 30, 2024. The filing details the company's financial performance and position. Key financial data and operational updates are provided for the second quarter of 2024.

Why It Matters

This filing provides investors and analysts with the latest financial results and operational details for Radian Group Inc., crucial for understanding the company's current performance and future outlook.

Risk Assessment

Risk Level: medium — 10-Q filings are standard for public companies, but the specific financial details within can reveal significant risks or opportunities.

Key Players & Entities

  • RADIAN GROUP INC (company) — Filer
  • 20240630 (date) — Period of Report
  • 20240802 (date) — Filing Date
  • 550 EAST SWEDESFORD ROAD (address) — Business Address

FAQ

What is the reporting period for this 10-Q filing?

The reporting period for this 10-Q filing is June 30, 2024.

When was this 10-Q filing submitted to the SEC?

This 10-Q filing was submitted to the SEC on August 2, 2024.

What is the company's Standard Industrial Classification (SIC) code?

The company's SIC code is 6351 for Surety Insurance.

What is the company's state of incorporation?

The company is incorporated in Delaware (DE).

What was the previous company name before the name change?

The former company name was CMAC INVESTMENT CORP.

Filing Stats: 4,395 words · 18 min read · ~15 pages · Grade level 20 · Accepted 2024-08-02 16:18:16

Key Financial Figures

  • $0.001 — ange on which registered Common Stock, $0.001 par value per share RDN New York Stock
  • $450 million — nsecured senior notes due October 2024 ($450 million original principal amount) Senior Note
  • $525 million — unsecured senior notes due March 2025 ($525 million original principal amount, of which the
  • $625 million — 0% unsecured senior notes due May 2029 ($625 million original principal amount) Single Prem

Filing Documents

—FINANCIAL INFORMATION

PART I—FINANCIAL INFORMATION

Financial Statements (Unaudited)

Item 1 Financial Statements (Unaudited) 9

Management's Discussion and Analysis of Financial Condition and Results of Operations

Item 2 Management's Discussion and Analysis of Financial Condition and Results of Operations 44

Quantitative and Qualitative Disclosures About Market Risk

Item 3 Quantitative and Qualitative Disclosures About Market Risk 66

Controls and Procedures

Item 4 Controls and Procedures 66

—OTHER INFORMATION

PART II—OTHER INFORMATION

Legal Proceedings

Item 1 Legal Proceedings 67

Risk Factors

Item 1A Risk Factors 67

Unregistered Sales of Equity Securities and Use of Proceeds

Item 2 Unregistered Sales of Equity Securities and Use of Proceeds 67

Other Information

Item 5 Other Information 68

Signatures

Signatures 70 2 Glossary of Abbreviations and Acronyms for Selected References The following list defines various abbreviations and acronyms used throughout this report, including the Condensed Consolidated Financial Statements, the Notes to Unaudited Condensed Consolidated Financial Statements and Management's Discussion and Analysis of Financial Condition and Results of Operations. A number of cross-references to additional information included throughout this Quarterly Report on Form 10-Q and in our Annual Report on Form 10-K for the year ended December 31, 2023 ("2023 Form 10-K") are also utilized throughout this report, to assist readers seeking additional information related to a particular subject. Term Definition 2012 QSR Agreements Collectively, the quota share reinsurance agreements entered into with a third-party reinsurance provider in the second and fourth quarters of 2012 to cede on a combined basis a portion of NIW originated between the fourth quarter of 2011 and the fourth quarter of 2014 2016 Single Premium QSR Agreement Quota share reinsurance agreement entered into with a panel of third-party reinsurance providers in the first quarter of 2016 and subsequently amended in the fourth quarter of 2017 to cede a portion of Single Premium NIW originated between January 1, 2012, and December 31, 2017 2018 Single Premium QSR Agreement Quota share reinsurance agreement entered into with a panel of third-party reinsurance providers in October 2017 to cede a portion of Single Premium NIW originated between January 1, 2018, and December 31, 2019 2020 Single Premium QSR Agreement Quota share reinsurance agreement entered into with a panel of third-party reinsurance providers in January 2020 to cede a portion of Single Premium NIW originated between January 1, 2020, and December 31, 2021 2022 QSR Agreement Quota share reinsurance arrangement entered into with a panel of third-party reinsurance providers to cede, starting July 1, 2022, a portion of

—FINANCIAL INFORMATION

PART I—FINANCIAL INFORMATION

Financial Statements (Unaudited)

Item 1. Financial Statements (Unaudited) INDEX TO ITEM 1. FINANCIAL STATEMENTS Page Quarterly Financial Statements Condensed Consolidated Balance Sheets (Unaudited) 10 Condensed Consolidated Statements of Operations (Unaudited) 11 Condensed Consolidated Statements of Comprehensive Income (Loss) (Unaudited) 12 Condensed Consolidated Statements of Changes in Common Stockholders' Equity (Unaudited) 13 Condensed Consolidated Statements of Cash Flows (Unaudited) 14 Notes to Unaudited Condensed Consolidated Financial Statements Note 1 - Description of Business 16 Note 2 - Significant Accounting Policies 16 Note 3 - Net Income Per Share 17 Note 4 - Segment Reporting 18 Note 5 - Fair Value of Financial Instruments 20 Note 6 - Investments 24 Note 7 - Mortgage Loans Held for Sale 28 Note 8 - Reinsurance 29 Note 9 - Other Assets 34 Note 10 - Income Taxes 35 Note 11 - Losses and LAE 35 Note 12 - Borrowings and Financing Activities 37 Note 13 - Commitments and Contingencies 39 Note 14 - Capital Stock 39 Note 15 - Accumulated Other Comprehensive Income (Loss) 42 Note 16 - Statutory Information 43 9 Radian Group Inc. and Subsidiaries Condensed Consolidated Balance Sheets (Unaudited) (In thousands, except per-share amounts) June 30, 2024 December 31, 2023 Assets Investments (Notes 5 and 6) Fixed-maturities available for sale—at fair value (amortized cost of $ 5,648,303 and $ 5,599,111 ) $ 5,176,521 $ 5,188,228 Trading securities—at fair value (amortized cost of $ 99,005 and $ 110,484 ) 91,928 106,423 Equity securities—at fair value (cost of $ 149,266 and $ 92,124 ) 143,314 89,057 Mortgage loans held for sale—at fair value (Note 7) 458,096 32,755 Other invested assets—at fair value 7,422 8,625 Short-term investments—at fair value (includes $ 98,397 and $ 149,364 of reinvested cash collateral held under securities lending agreements) 710,868 660,566 Total investments 6,588,149 6,085,654 Cash 13,79

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