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Wall Street Has a Mixed Opinion on Arch Capital (ACGL), Here’s Why
Yahoo Finance· 2025-12-09 16:39
​Arch Capital Group Ltd. (NASDAQ:ACGL) is one of the Cheap NASDAQ Stocks to Buy Now. On December 2, Harry Fong from Roth MKM lowered the firm’s price target on the stock from $125 to $110, while reiterating a Buy rating. Earlier on November 24, Rowland Mayor from RBC Capital initiated Arch Capital Group Ltd. (NASDAQ:ACGL) with a Buy rating and $108 price target. ​Harry Fong from Roth MKM lowered the price target on the stock mainly due to the mixed results from its Q3 2025 earnings release on October 27. ...
UBS Cuts Radian Group (RDN) Price Target to $40; Company Announces $1.7 Billion Inigo Acquisition
Yahoo Finance· 2025-10-30 23:06
Core Insights - Radian Group Inc. is recognized among the 15 Dividend Growth Stocks with the highest growth rates [1] - UBS has reduced the price target for Radian Group from $43 to $40 while maintaining a Neutral rating [3] Company Developments - Radian Group announced a definitive agreement to acquire Inigo Limited for $1.7 billion, primarily in cash [3] - The acquisition will be financed through Radian's available liquidity and excess capital from its subsidiaries [3] - This acquisition marks a significant transition for Radian from a leading US mortgage insurer to a global, diversified specialty insurer [4] Financial Impact - The deal is expected to double Radian's annual revenue and enhance capital allocation flexibility across various insurance lines [4] - In the second quarter, Radian Guaranty distributed a $200 million ordinary dividend, repurchased $223 million worth of shares, and paid $35 million in dividends [5] - Radian has been increasing its dividend payouts for six consecutive years, currently offering a quarterly dividend of $0.255 per share with a yield of 3.03% as of October 30 [5]
Arch Capital Group Ltd. (ACGL) Outlines Its Strategy at the Bank of America 30th Annual Financials CEO Conference
Yahoo Finance· 2025-09-25 00:16
Core Insights - Arch Capital Group Ltd. (NASDAQ:ACGL) is recognized as one of the best retirement stocks to buy according to analysts [1] - The company outlined its strategic approach at the Bank of America 30th Annual Financials CEO Conference [2] Group 1: Strategic Management - Arch Capital discussed its management of market cycles, operational diversification, and unique culture to drive growth [3] - The company has achieved an average annual growth of 15.5% in book value per share since 2001, with an investment portfolio valued at $45 billion and $23 billion in equity [3] Group 2: Shareholder Returns and Acquisitions - Since 2007, Arch Capital has returned $8 billion to shareholders [4] - The recent acquisition of MidCorp from Allianz is expected to enhance its property-led mid-market offerings [4] Group 3: Market Challenges and Confidence - Management acknowledged ongoing challenges in the property catastrophe and excess & surplus (E&S) property markets due to price pressures [4] - Despite these challenges, the company expressed confidence in its steady capital deployment and long-term strategy [4] Group 4: Product Offerings - Arch Capital provides insurance, reinsurance, and mortgage insurance products across multiple regions including the U.S., Canada, Bermuda, the U.K., Europe, and Australia [5]