NMIH — NMI Holdings Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About NMI Holdings Inc

NMI Holdings, Inc., together with its subsidiaries, provides private mortgage guaranty insurance services in the United States. It provides primary mortgage insurance services; and outsourced loan review services to mortgage loan originators. The company serves national and regional mortgage banks, money center banks, credit unions, community banks, builder-owned mortgage lenders, internet-sourced lenders, and other non-bank lenders. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$36.28
Market Cap$2.87B
Float74.6M
Shares Outstanding76.0M
P/E (Forward)6.83
P/E (TTM)7.67
Price/Sales (TTM)4.00
vs. Analyst Target+27.3% to analyst PT
Profit Margin53.82%
Operating Margin (TTM)71.97%
Revenue (TTM)$717M
Dividend RateNone
Analyst Target Price$46.17 (7 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $436M $172M $374M $252M
2021 $486M $231M $471M $340M
2022 $524M $293M $527M $421M
2023 $579M $322M $556M $456M
2024 $651M $360M $619M $512M
2025 $706M $389M $648M $528M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $174M $96.2M
Sep 2025 $179M $96.0M
Dec 2025 $180M $94.2M
Mar 2026 $183M $99.3M

Ownership & Float

Insider Ownership1.7%
Institutional Ownership100.3%
Short Float2.5%
% of All Funds Holding3.97%
Number of Funds Holding326

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$38.14Near-term / short-term trend
Weekly40-Week SMA$38.43Medium-term trend
Weekly80-Week SMA$38.01Cyclical trend (business cycle)
Weekly200-Week SMA$32.14Secular trend (multi-year)
Monthly10-Month SMA$38.36Near-term monthly trend
Monthly20-Month SMA$38.28Medium-term monthly trend
Monthly40-Month SMA$34.16Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$38.70 resistance 1.18x 0 months ago
$36.10 support 1.15x 11 months ago
$34.20 support 1.09x 21 months ago
$31.00 support 1.00x 23 months ago
$30.10 support 1.05x 26 months ago

Historical Earnings Reactions (51 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 1.52% 0.98% 66.67% 11.20% -7.01%
1 Day 1.15% 0.00% 49.02% 14.58% -12.85%
1 Week 1.44% 0.87% 58.82% 16.38% -18.30%
2 Weeks 1.30% 0.17% 50.98% 20.81% -29.88%
1 Month 2.02% 0.95% 54.00% 34.04% -52.24%

Next earnings: July 19, 2026 (51 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan1.0%53.8%13
Feb-2.5%46.2%13
Mar-4.5%46.2%13
Apr3.1%69.2%13
May2.9%50.0%12
Jun-0.4%58.3%12
Jul3.7%50.0%12
Aug6.2%83.3%12
Sep-1.3%41.7%12
Oct4.2%66.7%12
Nov1.8%58.3%12
Dec1.5%46.2%13

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.02% 51.1% 591
Tuesday 0.12% 51.0% 651
Wednesday 0.16% 50.5% 645
Thursday 0.03% 51.5% 633
Friday 0.00% 50.0% 632

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 100.3%

Insider Transactions — Smart Summary

Total insider ownership: 1.7%

Founder-led management: Bradley M. Shuster (Executive Chairman)

12-Month Insider Activity Summary

Total Filings15
Net Value-$5.3M
Net Shares Change-140,164
% of Float-0.2%
C-Suite Filings11
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
SHUSTER BRADLEY M Executive Chairman -$2.1M 6 6 sell
Fitzgerald Norman Peter EVP, Chief Sales Officer -$898,634.25 1 1 sell
SCHEID STEVEN -$783,356.816 1 1 sell
Yousaf Mohammad Nawaz EVP, Chief of Ops and Tech -$638,200 1 1 sell
Montgomery Michael Curry -$58,896.755 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-02-18 – 2026-02-27 5 4 -$4.1M 4 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-20 Montgomery Michael Curry -$58,896.755 Transaction at $37.90, now -4.3%
2026-02-27 SCHEID STEVEN -$783,356.816 Transaction at $39.31, now -7.7%
2026-03-25 SHUSTER BRADLEY M Executive Chairman -$95,600.405 Transaction at $24.22, now +49.8%
2026-03-19 SHUSTER BRADLEY M Executive Chairman -$91,631.582 Transaction at $24.08, now +50.7%
2026-03-12 SHUSTER BRADLEY M Executive Chairman -$81,893.973 Transaction at $23.84, now +52.2%
2026-03-06 SHUSTER BRADLEY M Executive Chairman -$143,689.78 Transaction at $25.00, now +45.1%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for NMI Holdings Inc (NMIH) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for NMIH on Trend Edge →