NMIH NMI Holdings Inc

NMI Holdings Inc (NASDAQ:NMIH) has received a consensus "Moderate Buy" rating from six brokerages, with four buy recommendations and two holds, and an average 12-month price target of $42.20. Key points include Director Michael J. Embler's sale of 20,000 shares, reducing his ownership by 30.3%, and the company's Q3 EPS of $1.21 meeting estimates with revenue slightly missing at $171.6 million. NMI maintains strong financials, including a 55.0% net margin and 16.1% ROE.

Exchange Traded Concepts LLC recently acquired 50,239 shares of NMI Holdings Inc (NASDAQ:NMIH) for approximately $1.93 million, establishing a new position in the company. Institutional investors now own about 94.12% of NMI's stock, while corporate insiders hold around 3.0%. The company reported Q3 earnings per share of $1.21, meeting estimates, with a consensus "Moderate Buy" rating and a price target of $42.20 from analysts.

Thrivent Financial for Lutherans significantly reduced its stake in NMI Holdings Inc (NASDAQ:NMIH) by 34.1% in Q2 2025, selling 98,246 shares but still holding 189,860 shares valued at approximately $8.01 million. Meanwhile, other institutional investors like Millennium Management LLC, Walleye Capital LLC, and Allianz Asset Management GmbH notably increased their positions, maintaining overall institutional ownership at 94.12%. Wall Street analysts generally have a "Moderate Buy" rating for NMI, with an average target price of $42.20, and the company recently reported EPS in line with estimates while revenue slightly missed forecasts.

WINTON GROUP Ltd significantly reduced its stake in NMI Holdings Inc (NASDAQ:NMIH) by 83.0% in Q2, selling 108,393 shares and retaining 22,153 shares. Additionally, two directors, Steven Scheid and Michael J. Embler, sold a combined 39,926 shares, decreasing their ownership by approximately 20% and 30% respectively. Despite these sales, analysts maintain a "Moderate Buy" rating with a consensus price target of $41.20 for the stock.

FJ Capital Management LLC has acquired a new stake in NMI Holdings Inc (NASDAQ:NMIH) during the second quarter, purchasing 63,610 shares valued at approximately $2.684 million. This acquisition makes FJ Capital Management LLC own about 0.08% of NMI, while institutional investors collectively hold around 94.12% of the stock. Meanwhile, insider transactions show Directors Steven Scheid and Michael J. Embler selling shares, reducing their ownership.

Jump Financial LLC significantly increased its stake in NMI Holdings Inc ($NMIH) by 184.6% during the second quarter, now owning 0.25% of the company valued at $8.16 million. Despite some insider selling by directors, the company maintains a "Moderate Buy" consensus from analysts with an average price target of $41.20. NMI Holdings reported strong quarterly earnings, meeting analyst estimates for EPS and showing a 7.6% year-over-year revenue increase.