NMI Holdings Inc. Common Stock NMIH

Zacks Investment Research 10 nov

Arch Capital Group (ACGL) has gained 19.5% over the past year, outperforming its industry average of 10.2%, driven by disciplined underwriting with an 81.2% accident-year combined ratio in Q3, rising investment income of $451M, and strong capital returns including $1.4B in share repurchases. The company maintains a solid valuation at 1.65X price-to-book ratio and a 19.7% return on equity, though it faces headwinds from increasing competition in property reinsurance and moderating premium growth.

Zacks Investment Research 9 nov

Berkshire Hathaway reported Q3 2026 operating earnings of $12.7 billion, down 5.8% year-over-year, despite revenue growth of 11.2% to $105.6 billion. The decline was driven by lower earnings in underwriting and investment income. Insurance underwriting earnings fell 42.9%, while the Railroad segment showed strength with operating earnings up 15.6%. Manufacturing and retailing businesses also improved with earnings increases.

Zacks Investment Research 6 nov

NMI Holdings reported Q3 2026 adjusted earnings of $1.23 per share, missing consensus estimates by 6.8%. While revenues grew 5% year-over-year and the insured portfolio expanded, profitability declined due to surging insurance claims (up 56.9%) and higher underwriting expenses. The combined ratio deteriorated 700 basis points to 38.5%, and net income fell 2.6% year-over-year. The company maintains strong capital reserves and book value growth.

Zacks Investment Research 6 nov

Palomar Holdings (PLMR) reported Q3 2026 adjusted earnings of $3.01 per share, beating estimates by 15.8%, with revenues surging 58% to $386.6 million. Gross written premiums rose 28.4%, led by Crop and Surety & Credit segments. Despite elevated claims and underwriting expenses, the company raised its 2026 adjusted net income guidance to $280-$285 million. The company also maintains a strong investment portfolio of $1.8 billion and continues capital returns through dividends and share buybacks.

Zacks Investment Research 5 nov

NMI Holdings reported Q3 2026 revenue of $187.55 million, up 5% year-over-year but missing consensus estimates by 1.28%. EPS of $1.23 slightly exceeded prior year but fell short of the $1.32 estimate by 6.82%. Key metrics showed Insurance-in-force exceeded expectations while Risk-in-force and Combined ratio came in below and above estimates respectively. The stock has outperformed the broader market with an 11.2% return over the past month and carries a Zacks Rank #3 (Hold) rating.