Barclays Increased Target Price on Radian Group (RDN) to $40

Radian Group Inc. (NYSE:RDN) is one of the 13 Deep Value Stocks to Buy Right Now.

Barclays, on February 23, increased its target price on Radian Group by 8.1% to $40 (from $37) and retained its Equal Weight call on the stock. This price update comes after the firm updated its financial model, following the release of Radian’s Q4 2025 results on February 19.

The earnings report showed that Radian had a good quarter, beating street consensus estimates for adjusted diluted earnings per share ($1.16 actual vs. $1.09 consensus), despite in-line revenue ($300.51 million actual vs. $300.57 million consensus). Rick Thornberry, Radian’s Chief Executive Officer, attributes the strong quarter (and 2025 as a whole) to the mortgage insurance business’s consistent performance combined with disciplined risk and capital management.

The company also expanded its reach as a global multi-line specialty insurer through its acquisition of Inigo. The deal, which closed on February 2 (announced in September 2025 and received regulatory approvals last December 2025), is an all-cash transaction valued at $1.67 billion. The company expects this acquisition to deliver a mid-teens percentage increase to EPS and a 200-basis point accretion to return on equity.

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Radian Group Inc. (NYSE:RDN) provides mortgage insurance, risk management products, and real estate services to financial institutions. The company is based in Wayne, Pennsylvania, and was founded in 1977.

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