NMI Holdings Inc $NMIH Shares Purchased by American Century Companies Inc.

American Century Companies Inc. raised its stake in NMI Holdings Inc (NASDAQ:NMIH) by 5.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,379,801 shares of the financial services provider’s stock after acquiring an additional 130,002 shares during the period. American Century Companies Inc. owned 3.10% of NMI worth $91,242,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in the company. BNP PARIBAS ASSET MANAGEMENT Holding S.A. purchased a new stake in shares of NMI in the 2nd quarter valued at about $36,000. Harbor Capital Advisors Inc. lifted its stake in NMI by 51.5% in the third quarter. Harbor Capital Advisors Inc. now owns 856 shares of the financial services provider’s stock valued at $33,000 after buying an additional 291 shares during the last quarter. Elevation Point Wealth Partners LLC purchased a new stake in NMI in the second quarter valued at approximately $49,000. Financial Consulate Inc. acquired a new stake in shares of NMI in the third quarter valued at approximately $55,000. Finally, Nisa Investment Advisors LLC increased its holdings in shares of NMI by 22.5% in the 3rd quarter. Nisa Investment Advisors LLC now owns 1,572 shares of the financial services provider’s stock valued at $60,000 after acquiring an additional 289 shares during the period. Hedge funds and other institutional investors own 94.12% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. JPMorgan Chase & Co. increased their price target on shares of NMI from $42.00 to $43.00 and gave the stock an “overweight” rating in a research note on Monday, January 12th. UBS Group set a $43.00 target price on shares of NMI in a report on Monday, January 12th. Barclays raised their price target on NMI from $43.00 to $44.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 6th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of NMI in a research note on Thursday, January 22nd. Finally, Keefe, Bruyette & Woods raised NMI from a “market perform” rating to an “outperform” rating and increased their price objective for the stock from $46.00 to $48.00 in a research report on Thursday, December 18th. Four investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, NMI presently has an average rating of “Moderate Buy” and a consensus target price of $43.00.

Insider Buying and Selling

In related news, EVP Mohammad Nawaz Yousaf sold 16,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $39.89, for a total value of $638,240.00. Following the sale, the executive vice president owned 38,733 shares in the company, valued at $1,545,059.37. This represents a 29.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Norman Peter Fitzgerald sold 22,500 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $39.94, for a total value of $898,650.00. Following the completion of the transaction, the executive vice president directly owned 32,445 shares of the company’s stock, valued at $1,295,853.30. The trade was a 40.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 113,057 shares of company stock worth $4,495,886 in the last quarter. Company insiders own 3.00% of the company’s stock.

NMI News Summary

Here are the key news stories impacting NMI this week:

• Positive Sentiment: Zacks raised NMI’s full‑year and multi‑year outlook: FY2026 EPS was increased to $5.10 (from $5.01), FY2027 to $5.49 and FY2028 to $5.65 — suggesting stronger longer‑term earnings power. MarketBeat: Zacks revises NMI estimates
• Positive Sentiment: Several quarterly estimates were raised (Q2–Q4 2026, Q2 2027, Q4 2027 and Q3 2026), which supports the upgraded full‑year views and implies continued margin or revenue strength in upcoming quarters. MarketBeat: Zacks revises NMI estimates
• Neutral Sentiment: The revisions are mostly small in magnitude (moves of a few cents per quarter), so while directional, they may not materially change valuation models for long‑term investors. MarketBeat: Zacks revises NMI estimates
• Negative Sentiment: Zacks trimmed near‑term estimates slightly: Q1 2026 EPS was nudged down to $1.23 (from $1.24) and Q3 2027 to $1.33 (from $1.35), which may have driven short‑term selling as traders focus on next quarter’s momentum. MarketBeat: Zacks revises NMI estimates

NMI Stock Performance

Shares of NMIH opened at $39.07 on Wednesday. The company has a quick ratio of 0.57, a current ratio of 0.57 and a debt-to-equity ratio of 0.16. NMI Holdings Inc has a 52-week low of $31.90 and a 52-week high of $43.20. The company has a 50-day simple moving average of $39.55 and a 200-day simple moving average of $38.65. The company has a market capitalization of $2.97 billion, a PE ratio of 7.96, a P/E/G ratio of 1.09 and a beta of 0.63.

NMI (NASDAQ:NMIH) last issued its earnings results on Tuesday, February 10th. The financial services provider reported $1.20 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.03. NMI had a net margin of 55.05% and a return on equity of 15.78%. The company had revenue of $180.74 million for the quarter, compared to analyst estimates of $180.69 million. During the same period in the prior year, the business posted $1.07 earnings per share. Equities research analysts predict that NMI Holdings Inc will post 4.62 earnings per share for the current fiscal year.

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.