FY2026 Earnings Estimate for NMI Issued By DOWLING & PARTN

Key Points

• DOWLING & PARTN set FY2026 EPS for NMI Holdings at $5.00, slightly below the current consensus estimate of $5.15. The firm also projected earnings of $5.30 for FY2027 and $5.35 for FY2028.
• Recent analyst sentiment remains constructive overall, with NMI carrying a Moderate Buy rating and a consensus price target of $44.80. Several firms recently trimmed targets to the $43-$46 range, though most maintained bullish ratings.
• NMI reported a strong latest quarter, posting $1.28 EPS versus expectations of $1.22 and revenue of $183.48 million, above estimates. However, the stock was down 0.8% and insider selling has continued in recent months.

NMI Holdings Inc (NASDAQ:NMIH - Free Report) - Equities researchers at DOWLING & PARTN issued their FY2026 earnings estimates for shares of NMI in a research report issued on Wednesday, May 20th. DOWLING & PARTN analyst G. Dunn expects that the financial services provider will earn $5.00 per share for the year. The consensus estimate for NMI's current full-year earnings is $5.15 per share. DOWLING & PARTN also issued estimates for NMI's FY2027 earnings at $5.30 EPS and FY2028 earnings at $5.35 EPS.

A number of other analysts have also recently weighed in on NMIH. Keefe, Bruyette & Woods decreased their price target on shares of NMI from $50.00 to $46.00 and set an "outperform" rating for the company in a research report on Monday, May 4th. UBS Group set a $46.00 price target on shares of NMI in a research report on Friday, May 22nd. Barclays decreased their price target on shares of NMI from $44.00 to $43.00 and set an "equal weight" rating for the company in a research report on Monday, April 6th. Royal Bank Of Canada initiated coverage on shares of NMI in a research report on Friday, May 22nd. They set an "outperform" rating and a $46.00 price target for the company. Finally, JPMorgan Chase & Co. decreased their price objective on shares of NMI from $44.00 to $43.00 and set an "overweight" rating for the company in a research report on Thursday, April 9th. Four investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $44.80.

NMI Stock Down 0.8%

Shares of NMI stock opened at $36.87 on Thursday. The company has a fifty day moving average price of $38.36 and a 200 day moving average price of $38.78. The company has a current ratio of 0.63, a quick ratio of 0.63 and a debt-to-equity ratio of 0.16. NMI has a twelve month low of $34.84 and a twelve month high of $43.20. The stock has a market cap of $2.80 billion, a price-to-earnings ratio of 7.51, a price-to-earnings-growth ratio of 1.28 and a beta of 0.59.

NMI (NASDAQ:NMIH - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The financial services provider reported $1.28 earnings per share for the quarter, topping analysts' consensus estimates of $1.22 by $0.06. NMI had a net margin of 53.82% and a return on equity of 15.18%. The firm had revenue of $183.48 million during the quarter, compared to analysts' expectations of $153.99 million. During the same period in the prior year, the company earned $1.28 EPS. The firm's revenue was up 5.9% on a year-over-year basis.

Insider Transactions at NMI

In other news, Chairman Bradley M. Shuster sold 18,953 shares of the company's stock in a transaction dated Tuesday, March 24th. The shares were sold at an average price of $37.35, for a total value of $707,894.55. Following the sale, the chairman owned 415,411 shares in the company, valued at approximately $15,515,600.85. This represents a 4.36% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Michael Curry Montgomery sold 1,554 shares of the company's stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $37.90, for a total transaction of $58,896.60. Following the completion of the sale, the director owned 69,026 shares in the company, valued at approximately $2,616,085.40. This trade represents a 2.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 77,909 shares of company stock worth $2,920,756. Company insiders own 2.44% of the company's stock.

Institutional Investors Weigh In On NMI

Several institutional investors and hedge funds have recently bought and sold shares of NMIH. Public Sector Pension Investment Board grew its position in NMI by 5.4% in the 3rd quarter. Public Sector Pension Investment Board now owns 597,447 shares of the financial services provider's stock worth $22,906,000 after purchasing an additional 30,341 shares during the last quarter. Tudor Investment Corp ET AL boosted its holdings in shares of NMI by 62.6% in the third quarter. Tudor Investment Corp ET AL now owns 368,840 shares of the financial services provider's stock valued at $14,141,000 after acquiring an additional 142,065 shares in the last quarter. Teacher Retirement System of Texas boosted its holdings in shares of NMI by 22.9% in the fourth quarter. Teacher Retirement System of Texas now owns 187,189 shares of the financial services provider's stock valued at $7,635,000 after acquiring an additional 34,907 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of NMI by 0.7% in the third quarter. Dimensional Fund Advisors LP now owns 4,288,867 shares of the financial services provider's stock valued at $164,437,000 after acquiring an additional 31,570 shares in the last quarter. Finally, AlphaQuest LLC boosted its holdings in shares of NMI by 188.3% in the third quarter. AlphaQuest LLC now owns 93,577 shares of the financial services provider's stock valued at $3,588,000 after acquiring an additional 61,116 shares in the last quarter. Institutional investors and hedge funds own 94.12% of the company's stock.

NMI Company Profile

NMI Holdings, Inc NASDAQ: NMIH is a publicly traded mortgage insurance company that provides private mortgage insurance to lenders across the United States and Canada. Through its principal subsidiary, National Mortgage Insurance Corporation, NMI underwrites and issues policies that protect originators and investors against losses arising from borrower default on residential mortgage loans. By mitigating credit risk on higher‐loan‐to‐value mortgages, the company supports homebuyers' access to financing and contributes to overall market liquidity.

Beyond its core mortgage insurance products, NMI offers credit risk‐sharing and reinsurance solutions designed to help clients optimize capital utilization and manage portfolio exposure.

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