Advisory Research Inc. Has $21.28 Million Stake in MGIC Investment Corporation $MTG

Advisory Research Inc. lifted its stake in MGIC Investment Corporation (NYSE:MTG) by 16.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 750,072 shares of the insurance provider’s stock after buying an additional 105,330 shares during the period. MGIC Investment makes up approximately 2.8% of Advisory Research Inc.’s investment portfolio, making the stock its 12th biggest position. Advisory Research Inc. owned about 0.34% of MGIC Investment worth $21,280,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. lifted its position in shares of MGIC Investment by 13.4% during the 2nd quarter. JPMorgan Chase & Co. now owns 18,331,120 shares of the insurance provider’s stock valued at $510,338,000 after acquiring an additional 2,168,940 shares during the period. First Trust Advisors LP grew its stake in MGIC Investment by 48.1% during the second quarter. First Trust Advisors LP now owns 7,302,263 shares of the insurance provider’s stock worth $203,295,000 after buying an additional 2,370,403 shares in the last quarter. AQR Capital Management LLC grew its stake in MGIC Investment by 92.4% during the second quarter. AQR Capital Management LLC now owns 6,333,091 shares of the insurance provider’s stock worth $176,313,000 after buying an additional 3,041,446 shares in the last quarter. Norges Bank bought a new position in MGIC Investment in the 2nd quarter valued at about $95,857,000. Finally, Goldman Sachs Group Inc. raised its position in shares of MGIC Investment by 6.7% in the 1st quarter. Goldman Sachs Group Inc. now owns 3,103,366 shares of the insurance provider’s stock valued at $76,901,000 after buying an additional 195,895 shares in the last quarter. Institutional investors own 95.58% of the company’s stock.

MGIC Investment Trading Up 1.0%

NYSE MTG opened at $26.13 on Friday. The firm has a market capitalization of $5.62 billion, a PE ratio of 8.32, a price-to-earnings-growth ratio of 2.06 and a beta of 0.83. The business’s 50-day moving average price is $26.92 and its two-hundred day moving average price is $27.72. The company has a current ratio of 1.52, a quick ratio of 1.52 and a debt-to-equity ratio of 0.13. MGIC Investment Corporation has a 12 month low of $21.94 and a 12 month high of $29.97.

MGIC Investment (NYSE:MTG) last issued its quarterly earnings data on Monday, February 2nd. The insurance provider reported $0.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.73 by $0.02. MGIC Investment had a return on equity of 14.33% and a net margin of 60.84%.During the same quarter in the prior year, the business earned $0.72 earnings per share. The firm’s quarterly revenue was down .9% compared to the same quarter last year. On average, analysts expect that MGIC Investment Corporation will post 2.71 EPS for the current year.

MGIC Investment Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 6th. Investors of record on Tuesday, February 17th were paid a dividend of $0.15 per share. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $0.60 annualized dividend and a yield of 2.3%. MGIC Investment’s dividend payout ratio (DPR) is currently 19.11%.

Key Stories Impacting MGIC Investment

Here are the key news stories impacting MGIC Investment this week:

• Neutral Sentiment: UBS reduced its price target for MTG from $29.50 to $28.00 and set a “neutral” rating; the new PT still implies upside vs. current levels, so this is a mild cap on upside rather than a bearish call. UBS Lowers PT to $28
• Negative Sentiment: Zacks Research trimmed multiple EPS estimates across quarters and fiscal years, lowering Q1 2026 to $0.73 (from $0.74), Q2 2026 to $0.75 (from $0.76), Q1–Q3 2027 quarterlies modestly (e.g., Q1 2027 to $0.81 from $0.83; Q2 2027 to $0.86 from $0.87; Q3 2027 to $0.84), and cutting FY2026 to $3.10 (from $3.12) and FY2027 to $3.39 (from $3.42). These downward tweaks are small but signal slightly weaker near‑term earnings momentum that could weigh on sentiment. Zacks Lowers Estimates

Analyst Upgrades and Downgrades

Several research firms have weighed in on MTG. UBS Group cut their target price on MGIC Investment from $29.50 to $28.00 and set a “neutral” rating for the company in a research note on Thursday. Weiss Ratings lowered shares of MGIC Investment from a “buy (a-)” rating to a “buy (b+)” rating in a report on Thursday, February 5th. Keefe, Bruyette & Woods upped their price target on shares of MGIC Investment from $27.00 to $28.00 and gave the stock a “market perform” rating in a report on Thursday, December 18th. Finally, Barclays dropped their price target on MGIC Investment from $30.00 to $28.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 4th. One analyst has rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $28.00.

Insider Buying and Selling

In other MGIC Investment news, EVP Paula C. Maggio sold 20,000 shares of MGIC Investment stock in a transaction on Friday, February 6th. The shares were sold at an average price of $27.51, for a total value of $550,200.00. Following the completion of the sale, the executive vice president directly owned 114,689 shares of the company’s stock, valued at approximately $3,155,094.39. The trade was a 14.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Timothy J. Mattke sold 139,203 shares of the stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $26.51, for a total transaction of $3,690,271.53. Following the transaction, the chief executive officer directly owned 822,588 shares in the company, valued at $21,806,807.88. This trade represents a 14.47% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 189,203 shares of company stock valued at $5,058,572 over the last 90 days. Company insiders own 1.05% of the company’s stock.

MGIC Investment Company Profile

MGIC Investment Corporation (NYSE: MTG) is a leading provider of private mortgage insurance in the United States. Established in 1957 as the nation’s first private mortgage insurer, MGIC helps lenders manage credit risk and facilitates homeownership by protecting mortgage loans against default. Headquartered in Milwaukee, Wisconsin, the company operates through its principal subsidiary, Mortgage Guaranty Insurance Corporation, and maintains relationships with a broad network of originators and servicers nationwide.

The company’s primary business activity involves issuing mortgage insurance policies that enable borrowers to purchase homes with down payments below traditional lending thresholds.