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RDN

RADIAN GROUP INC
39.78post+$0.14 (+0.35%)at close +$0.35 (+0.89%)
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as of 20:00:30 UTCnext report Nov 5 · 92d
Earnings Room‹ back to RDN

The report

fiscal Q3 2026 · from the company's notice
Nov 5before open92days out

Expected movement

market-implied · at the Aug 4 close
±10.9%is what the chain prices between now and the expiry below. Not a view we hold.

That span is 108days, so it covers the report plus the ordinary movement around it. The chain doesn't yet quote a second expiry we can separate the two with; the range narrows onto the report as it approaches.

expiry Nov 20 · first after the reportATM strike 40straddle 5.10ATM IV 30%× 0.85 straddle-to-rangespot 39.78

Blast radius

3 linked · N-PORT + EDGAR

If RDN moves ±10.9% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are ranked by disclosed tie strength.

Positioning

4 expiries · as of the Aug 4 close

Contracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.

OI ΔPutsOI
Expiry
OICallsOI Δ
first
91
Aug 21
17d
568
first
first
1
Sep 18
45d
55
first
first
14
Nov 20
108d
149
first
first
98
Dec 18
136d
189
first

The record

expected in pale · actual in full color
0/8reports moved further than the options market had pricedtypically ±2.5% realized vs ±5.6% priced
May 7 '26±6.2%+5.3%×0.86
Feb 19 '26±8.1%+1.4%×0.17
Nov 5 '25±5.6%0.9%×0.16
Jul 31 '25±5.5%2.7%×0.49
May 1 '25±4.7%+1.9%×0.41
Feb 6 '25±5.3%1.8%×0.34
Aug 1 '24±4.1%4.0%×0.99
May 2 '24±5.4%+1.9%×0.35
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q1 FY26 · reported 0.89 · rev $475M
record note

The note composes when the report lands. Nothing is written for a quarter that hasn't been read.