Every material Form 8-K MGIC Investment has filed with the SEC since January 31, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
MGIC Investment Corporation reported third quarter 2026 net income of $175.0 million, or $0.85 per diluted share, compared with $191.1 million, or $0.83 per diluted share, a year earlier. Total revenues were $299.1 million, down from $304.5 million, and losses incurred rose to $23.9 million from $10.9 million, while a lower diluted share count of 205.4 million, down from 231.4 million, supported per-share results.
Net income was $175.0 million, or $0.85 per diluted share, for the quarter ended September 30, 2026, versus $191.1 million, or $0.83 per diluted share, in the third quarter of 2025.
Losses incurred, net, were $23.9 million, compared with $10.9 million a year earlier; the loss ratio was 10.0%, compared with 4.5%.
The company repurchased 5.1 million shares for $152.5 million in the third quarter and declared a $0.17 per share dividend payable November 23, 2026.
Management will discuss results on a conference call on November 5, 2026, at 10:00 a.m. ET.
MGIC Investment Corporation reported second quarter 2026 net income of $182.1 million, or $0.86 per diluted share, compared with $192.5 million, or $0.81 per share, in the second quarter of 2025. Net income rose from $165.3 million, or $0.76 per share, in the first quarter of 2026, but total revenues fell year over year to $295.4 million from $304.2 million. The company also repurchased shares and declared a $0.17 quarterly dividend.
Q2 2026 net income $182.1 million ($0.86 per diluted share) vs. $192.5 million ($0.81) in Q2 2025 and $165.3 million ($0.76) in Q1 2026
Adjusted net operating income $183.7 million ($0.87 per diluted share) vs. $194.0 million ($0.82) in Q2 2025
Total revenues $295.4 million vs. $304.2 million in Q2 2025; net premiums earned $238.1 million vs. $244.3 million
Repurchased 6.6 million shares for $176.6 million in Q2 2026; board approved an additional $750 million buyback through December 31, 2028; $0.17 dividend payable August 20, 2026
MGIC Investment Corporation reported first-quarter 2026 net income of $165.3 million, or $0.76 per diluted share, down from $185.5 million in the first quarter of 2025 but up from $0.75 per share a year earlier. Total revenues fell to $297.1 million from $306.2 million, and losses incurred rose to $33.2 million from $9.6 million, while the per-share gain reflects a lower diluted share count.
Q1 2026 net income was $165.3 million ($0.76 per diluted share) versus $185.5 million ($0.75) in Q1 2025.
Net premiums earned were $235.4 million, down from $243.7 million a year earlier; total revenues were $297.1 million versus $306.2 million.
Losses incurred, net, were $33.2 million versus $9.6 million; the loss ratio was 14.1% versus 3.9%.
The board approved an additional $750 million share repurchase authorization through December 31, 2028, and the company repurchased 7.2 million shares for $192.6 million in the quarter.
MGIC Investment Corporation reported fourth-quarter 2025 net income of $169.3 million, or $0.75 per diluted share, compared with $184.7 million, or $0.72 per diluted share, a year earlier. Net income for the full year 2025 was $738.3 million, or $3.14 per diluted share, versus $763.0 million, or $2.89 per diluted share, in 2024, while quarterly losses incurred rose to $31.2 million from $8.7 million.
Q4 2025 net income $169.3 million vs. $184.7 million in Q4 2024; diluted EPS $0.75 vs. $0.72
Q4 2025 net premiums earned $236.0 million vs. $241.3 million a year earlier; total revenues $298.7 million vs. $301.4 million
Q4 2025 losses incurred, net $31.2 million vs. $8.7 million in Q4 2024; loss ratio 13.2% vs. 3.6%
January 2026: repurchased 2.7 million shares for $73.2 million and declared a $0.15 per share dividend payable March 6, 2026
MGIC Investment Corporation disclosed that board member Analisa M. Allen notified the company on December 11, 2025 that she intends to resign from its Board of Directors effective January 31, 2026. The filing states her decision was not due to any disagreement with the company's operations, policies or practices.
Analisa M. Allen notified MGIC on December 11, 2025 of her intent to resign from the Board
Resignation is effective January 31, 2026
The filing states there was no disagreement on operations, policies or practices
MGIC Investment Corporation reported third quarter 2025 net income of $191.1 million, or $0.83 per diluted share, compared with $200.0 million, or $0.77 per share, a year earlier. Total revenues fell to $304.5 million from $306.6 million, so the per-share gain came alongside a smaller profit and revenue base, and the company also reported share repurchases.
Q3 2025 net income was $191.1 million versus $200.0 million in Q3 2024; diluted EPS was $0.83 versus $0.77.
Total revenues were $304.5 million versus $306.6 million in Q3 2024.
The company repurchased 7.0 million shares for $187.9 million in the quarter and declared a $0.15 per share dividend payable November 20, 2025.
The quota share cede rate on its 2022 reinsurance transaction will decrease from 30% to 28%, effective December 31, 2025.
MGIC Investment Corporation's board elected Martin P. Klein and Daniela A. O'Leary-Gill as new directors on October 22, 2025. Each will receive a restricted stock unit grant valued at $36,302 on October 31, 2025, a pro-rated share of the annual non-management director grant.
Board elected Martin P. Klein and Daniela A. O'Leary-Gill on October 22, 2025.
Klein joins the Risk Management and Securities Investment Committees; O'Leary-Gill joins the Audit and Business Transformation & Technology Committees.
Each director will receive restricted stock units valued at $36,302 on October 31, 2025.
MGIC Investment Corporation reported second quarter 2025 net income of $192.5 million, or $0.81 per diluted share, compared with $204.2 million, or $0.77 per diluted share, in the second quarter of 2024. The company returned $212 million to shareholders through share repurchases and dividends and said a 15% increase in its common dividend, to $0.15 per share, was announced the prior week. Lower year-over-year net income is the main weak point, while the higher per-share figure and dividend increase favor shareholders.
Net income of $192.5 million, or $0.81 per diluted share, versus $204.2 million, or $0.77 per diluted share, a year earlier
Adjusted net operating income of $194.0 million, or $0.82 per diluted share, for the quarter
Total revenues of $304.2 million versus $305.3 million in the second quarter of 2024
Dividend of $0.15 per share payable August 21, 2025, to holders of record on August 7, 2025; conference call July 31, 2025 at 9:30 a.m. ET
MGIC Investment Corp disclosed that Robert J. Candelmo, Senior Vice President and Chief Information Officer, left the company effective June 11, 2025. His severance is subject to a release of claims and follows the company's Executive Severance Plan as described in its 2025 proxy statement.
Robert J. Candelmo, Senior Vice President and Chief Information Officer, separated from service effective June 11, 2025
Severance is conditioned on Candelmo signing a release of claims
Severance follows the terms of the Executive Severance Plan described in the proxy statement filed March 21, 2025
MGIC Investment Corp reported first-quarter 2025 net income of $185.5 million, or $0.75 per diluted share, up from $174.1 million, or $0.64 per share, a year earlier. Quarterly new insurance written was $10.2 billion, below the $15.9 billion of the prior quarter, and the loss ratio rose to 3.9% from 1.9%. The company also approved a new $750 million share repurchase program that runs through December 31, 2027.
Net income was $185.5 million ($0.75 per diluted share) in Q1 2025, versus $174.1 million ($0.64) in Q1 2024.
Adjusted net operating income was $185.2 million ($0.75 per diluted share), versus $178.4 million ($0.65) a year earlier.
New insurance written was $10.2 billion, down from $15.9 billion in Q4 2024 and up from $9.1 billion in Q1 2024.
In April 2025 the board approved a share repurchase of up to $750 million, authorized through December 31, 2027.
Director Timothy A. Holt told MGIC Investment Corporation on February 9, 2025 that he does not intend to stand for re-election when his current term ends at the Annual Meeting of Shareholders on April 24, 2025. The filing states his decision was not due to any disagreement with the company's operations, policies or practices.
Director Timothy A. Holt informed the company on February 9, 2025 of his decision
He will not stand for re-election when his term ends at the April 24, 2025 Annual Meeting of Shareholders
The filing states there was no disagreement on operations, policies or practices
MGIC Investment Corporation reported fourth-quarter 2024 net income of $184.7 million, or $0.72 per diluted share, compared with $184.5 million, or $0.66 per share, a year earlier. Full-year 2024 net income was $763.0 million, or $2.89 per diluted share, up from $2.49 in 2023, though fourth-quarter results were below the third quarter's $200.0 million, or $0.77 per share. The company also repurchased $193.3 million of its stock in the quarter and declared a $0.13 quarterly dividend.
Q4 2024 net income of $184.7 million, or $0.72 per diluted share, versus $0.66 in Q4 2023 and $0.77 in Q3 2024
Full-year 2024 net income of $763.0 million, or $2.89 per diluted share, versus $2.49 in 2023
Q4 net premiums earned of $241.3 million versus $226.4 million a year earlier; new insurance written of $15.9 billion versus $10.9 billion
Repurchased 7.8 million shares for $193.3 million in Q4 2024; repurchased 3.5 million more shares for $85.5 million in January 2025
MGIC Investment Corporation reported third quarter 2024 net income of $200.0 million, or $0.77 per diluted share, up from $0.64 a year earlier and equal to the prior quarter's $0.77. The company also said it agreed on terms for a 40% quota share reinsurance transaction covering most of its 2025 and 2026 new insurance written, and it will terminate its 2021 quota share transaction effective December 31, 2024, with expected termination fees of about $8 million.
Q3 2024 net income was $200.0 million, or $0.77 per diluted share, versus $0.64 in Q3 2023 and $204.2 million, or $0.77 per share, in Q2 2024.
Net premiums earned were $243.3 million, compared with $241.3 million in Q3 2023. Annualized return on equity was 15.6%, versus 15.1% a year earlier.
Agreed on terms for a 40% quota share reinsurance transaction with unaffiliated reinsurers covering most 2025 and 2026 new insurance written.
Repurchased 5.2 million shares for $122.9 million in Q3 2024 and declared a $0.13 per share dividend payable November 21, 2024.
MGIC Investment Corp reported second-quarter 2024 net income of $204.2 million, or $0.77 per diluted share, up from $191.1 million, or $0.66 per share, in the same quarter of 2023. Total revenues rose to $305.3 million from $290.7 million, and new insurance written was $13.5 billion versus $12.4 billion a year earlier. The company also repurchased $157.0 million of its stock in the quarter and has an additional $750 million buyback authorization that runs through December 31, 2026.
Net income was $204.2 million, or $0.77 per diluted share, compared with $191.1 million, or $0.66 per share, in Q2 2023 and $174.1 million, or $0.64 per share, in Q1 2024.
Adjusted net operating income was $204.9 million, or $0.77 per diluted share, compared with $0.68 per share in Q2 2023.
Total revenues were $305.3 million, compared with $290.7 million in Q2 2023; net premiums earned were $243.5 million.
The company repurchased 7.6 million shares for $157.0 million in Q2 2024 and declared a $0.13 per share dividend payable August 22, 2024.
MGIC Investment Corporation reported first quarter 2024 net income of $174.1 million, or $0.64 per diluted share, up from $154.5 million, or $0.53 per diluted share, a year earlier. The company also said its board approved a new $750 million share repurchase program in April 2024, which signals continued capital returns to shareholders.
Q1 2024 net income was $174.1 million, or $0.64 per diluted share, compared with $154.5 million, or $0.53, in Q1 2023.
Adjusted net operating income was $178.4 million, or $0.65 per diluted share, a non-GAAP measure.
The company repurchased 4.7 million shares for $93.3 million in Q1 2024 and an additional 2.7 million shares for $54.8 million in April.
The board approved a share repurchase program of up to $750 million that runs through December 31, 2026.
MGIC Investment Corporation reported fourth-quarter 2023 net income of $184.5 million, or $0.66 per diluted share, up from $0.64 a year earlier, though dollar net income fell from $191.4 million. For the full year, net income was $712.9 million, or $2.49 per diluted share, down from $865.3 million, or $2.79, in 2022. Shareholders get a mixed picture: per-share profit rose in the quarter, while annual profit and total revenues declined.
Q4 2023 net income $184.5 million or $0.66 per diluted share, versus $191.4 million or $0.64 in Q4 2022
Full-year 2023 net income $712.9 million or $2.49 per diluted share, versus $865.3 million or $2.79 in 2022
Q4 2023 total revenues $284.0 million, versus $292.3 million in Q4 2022
Repurchased 7.0 million shares in Q4 2023 at an average cost of $17.57; declared a $0.115 dividend payable March 5, 2024
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