Radian: Greater Capital Returns Create Further Upside

  • Radian Group continues to outperform, driven by strong Q1 results, robust capital returns, and minimal exposure to tariffs or housing market volatility. Solid credit metrics, high home prices, and disciplined reserve management support my view that Radian's risk profile remains low despite a gradual earnings normalization. Accelerated capital releases and regulatory tailwinds enable higher-than-expected buybacks and dividends, boosting shareholder returns and reducing share count significantly.