RBC Capital Says Radian’s (RDN) Inigo Deal Could Drive Higher Earnings Growth

RBC Capital Says Radian’s (RDN) Inigo Deal Could Drive Higher Earnings Growth Vardah Gill Wed, May 27, 2026 at 12:43 AM GMT+2 2 min read RDN Radian Group Inc. (NYSE: RDN ) is included among the 10 Best June Dividend Stocks to Buy . RBC Capital Says Radian’s (RDN) Inigo Deal Could Drive Higher Earnings Growth On May 22, RBC Capital initiated coverage of Radian Group Inc.

(NYSE:RDN) with an Outperform rating and a $47 price target. The firm expressed a positive view on the company’s “transformative” acquisition of Inigo. According to the analyst, diversifying Radian’s business away from private mortgage insurance could support earnings growth above peers and lead to a stock re-rating closer to property and casualty insurance multiples.

RBC also said the company’s Investor Day on June 4 could act as a near-term catalyst for the shares. During Radian Group’s Q1 2026 earnings call, CEO and Director Thornberry said the company had resumed opportunistic share repurchases. He added that the move was supported by the strength of Radian’s balance sheet, even after completing the $1.

7 billion acquisition of Inigo. He also noted that the company would host its first Investor Day as a global multiline insurer on June 4 in New York City. Senior EVP and Interim CFO Dan Kobell said the company generated GAAP net income from continuing operations of $129 million, or $0.

93 per share, during the quarter. He added that adjusted net operating earnings per share increased to $1. 27.

Kobell also said Radian was changing its segment reporting structure. The company will now report operations under two insurance segments, Mortgage and Specialty, along with a corporate category. He further noted that all prior periods had been restated to reflect the new structure.

Radian Group Inc. (NYSE:RDN) is a diversified mortgage and real estate services company. The company provides mortgage insurance and other products and services to the real estate and mortgage finance industries.

While we acknowledge the potential of RDN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the   best short-term AI stock . READ NEXT:  Dividend Stock Portfolio For Retirement: Top 12 Stock Picks  and  10 Best Stocks Under $15 to Buy Right Now Disclosure: None.

Follow Insider Monkey on Google News .