- Generated $12.5 billion of NIW volume in Q2 2025, a key driver of growth.
- End of quarter insured portfolio reached a record $214.7 billion, up 2% from Q1 and 5% YoY.
- Management emphasizes sustained growth and high-quality, high-performing insurance in force.
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- Book value per diluted share, excluding AOCI, increased 6% to $38.05.
- Capital and liquidity remain strong with a consolidated RBC ratio of 378% and Holdco liquidity of $187 million.
- CNO delivered strong Q2 2025 results with operating earnings per diluted share of $0.87, benefiting from favorable insurance product margins and solid investment results.
- Net investment income grew 2% year-over-year, with average yield on allocated investments at 4.92%, up 11 basis points.
- Operating return on equity was 11.8% on a trailing 12-month basis and 11.2% excluding significant items, on track to meet 2025 and 3-year targets.
- Record total new annualized premiums reached $120 million, up 17%, with double-digit insurance sales growth in both Consumer and Worksite divisions.
- Share repurchases totaled $100 million in the quarter, reducing weighted average diluted shares outstanding by 8%.
- Moelis & Company reported $365 million in Q2 2025, the highest second quarter revenue on record, up 38% YoY.
- First-half revenues reached $672 million, up 39% from the previous year.
- Growth driven primarily by expansion in M&A and capital markets activities.
- Account-based delinquency rate decreased 9 basis points to 2.21%, consistent with seasonal trends.
- Adjusted net operating income was $0.82 per diluted share, up from $0.77 last year.
- Annual persistency was 85%, remaining flat over the past two quarters.
- Book value per share increased 13% year-over-year to $22.11.
- Favorable loss reserve development of $54 million was recorded due to better-than-expected cure rates on delinquency notices.
- In Q2 2025, MGIC recorded net income of $193 million and an annualized return on equity of 15%.
- Net investment income was $61 million, with a book yield on the portfolio of 4%, relatively flat quarter-over-quarter.
- Operating expenses were $52 million, down from $55 million last year, including a $4 million pension-related accounting charge.
- The company wrote $16 billion of new insurance, with insurance in force ending at $297 billion.
- Adjusted EBITDA for Q2 was $1.5 million, slightly higher than $1.4 million in Q2 2024, despite near-term profitability pressures.
- Net loss for Q2 was $11 million or $0.28 per share, compared to a net loss of $5.5 million or $0.14 per share in the prior year, impacted by a $7.3 million tax expense due to a change in tax methodology.
- Operating expenses increased to $181 million in Q2 from $166 million last year, driven by higher cost of services and one-time reorganization expenses.
- The company remains well-capitalized with no debt and $333 million in cash and equivalents, returning $190 million to shareholders over the past three years.
- Total revenue for Q2 2025 was $172 million, up 8.8% year-over-year, driven by 4% growth in brokerage revenue and a 44% increase in financing revenue.
- Year-to-date revenue was $317 million, up 10.4% from $287 million last year, with brokerage commissions accounting for 84% of revenue.
- Book value per share decreased to a negative $43.14 as of June 30, 2025, from a negative $40.99 at year-end 2024, mainly due to the consolidated net loss for the first six months of 2025.
- MBIA Insurance Corp. reported statutory net income of $4 million in Q2 2025 compared to a statutory net loss of $35 million in Q2 2024.
- MBIA reported a consolidated GAAP net loss of $56 million for Q2 2025, a significant improvement from a $254 million net loss in Q2 2024.
- National reported statutory net income of $6 million in Q2 2025 versus a statutory net loss of $131 million in Q2 2024.
- The adjusted net loss was $8 million for Q2 2025 compared to $138 million in Q2 2024, primarily due to lower losses in Loss Adjustment Expenses (LAE) at National related to PREPA exposure.
- In Q2, Welltower's in-place annualized NOI for senior housing (SHOP) assets surpassed $2 billion.
- Overall company revenue reached $10 billion for the first time.
- Eleventh consecutive quarter of senior housing same-store NOI growth exceeding 20%.
- Organic revenue growth of 10%, driven by occupancy gains of 420 basis points, with notable 600 basis points increase in UK portfolio occupancy.
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