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MTG Hits 52-Week High: Time to Add the Stock for Better Returns?

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Key Takeaways

  • MTG is growing its insurance-in-force portfolio through strong new business and solid annual persistency.
  • MTG enhances its capital position through capital contributions, reinsurance deals and solid cash reserves.
  • Growth drivers include higher premiums, excellent credit quality, and continued new business momentum.

MGIC Investment Corporation (MTG - Free Report) hit a 52-week high of $28.28 on June 24. Shares closed at $28.10 after gaining 18.5% year to date, outperforming the industry, the sector and the Zacks S&P 500 composite in the same time frame.

MGIC Investment has outperformed its peers, including Enact Holdings, Inc. (ACT - Free Report) , Horace Mann Educators Corporation (HMN - Free Report) and Old Republic International Corporation (ORI - Free Report) . Shares of ACT, HMN and ORI have gained 15.6%, 9.2% and 4.8%, respectively, year to date.

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With a capitalization of $6.67 billion, the average number of shares traded in the last three months was 1.9 million.

MTG Trading Above 50-Day and 200-Day Moving Averages

Shares of MGIC Investment are trading above the 50-day and 200-day simple moving averages (SMA) of $25.89 and $24.95, respectively, indicating solid upward momentum. SMA is a widely used technical analysis tool to predict future price trends by analyzing historical price data.

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MTG Shares are Affordable

MGIC Investment shares are trading at a price-to-book value of 1.3X, lower than the industry average of 2.68X, the Finance sector’s 4.15X and the Zacks S&P 500 Composite’s 8.09X. Its pricing, at a discount to the industry average, gives a better entry point to investors.

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MTG’s Favorable Return on Capital

Return on invested capital (ROIC) has been increasing over the last few quarters as the company raised its capital investment over the same time frame. This reflects MTG’s efficiency in utilizing funds to generate income. ROIC was 11.4% in the trailing 12 months, better than the industry average of 2%.

MTG’s Growth Projection Encourages

The Zacks Consensus Estimate for MGIC Investment's 2025 earnings per share indicates a year-over-year increase of 0.3%. The estimate for 2025 revenues is pegged at $1.24 billion, implying a year-over-year improvement of 1.8%. The consensus estimate for 2026 earnings per share and revenues indicates an increase of 4.7% and 2.9%, respectively, from the corresponding 2025 estimates. 
Earnings have grown 12% in the past five years, better than the industry average of 10.1%.

Earnings Surprise History

MGIC Investment surpassed earnings estimates in each of the last four quarters, the average being 15.88%.

Optimistic Analyst Sentiment on MTG

Each of the three analysts covering the stock has raised estimates for 2025 and 2026 over the past 60 days. Thus, the Zacks Consensus Estimate for 2025 and 2026 moved 6.2% and 5.9% north, respectively, in the last 60 days.

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Factors Driving MTG

New business and solid annual persistency should drive the insurance-in-force portfolio. A higher level of new and existing home sales, an increased percentage of homes purchased for cash and an improved level of refinance activity should help MGIC Investment grow. 

MTG has been witnessing a declining pattern of claim filings. A decline in loss and claims will strengthen the balance sheet and improve this mortgage insurer’s financial profile.

The largest mortgage insurer in the United States is improving its capital position with capital contributions, reinsurance transactions and cash position. Both leverage and times interest earned ratios have been improving.

A solid capital position supports MTG in wealth distribution. The company currently has $232.9 million remaining in its authorization kitty through December 2026. Its share repurchase activity reflects continued strong mortgage credit performance.

Conclusion

Higher premiums, outstanding credit quality and new business will continue to induce growth for MCIG. As part of wealth distribution to shareholders, MTG also engages in share buyback, reflecting capital strength, financial results and share price levels that are expected to be attractive to generate long-term value for shareholders.

MTG has a VGM Score of B, which indicates a potential upside and instills confidence. VGM Score helps identify stocks with the most attractive value, best growth and the most promising momentum. 

Its solid growth projections as well as attractive valuations are other positives. Coupled with optimistic analyst sentiment and favorable ROIC, the time appears right for potential investors to bet on this Zacks Rank #1 (Strong Buy) insurer. You can see the complete list of today’s Zacks #1 Rank stocks here.

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