Dafinchi AI

NMI Holdings, Inc.

NMIH

Financial Services

2w

Record NIW Volume and Insured Portfolio Growth

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.

Douglas Emmett, Inc.

DEI

Financial Services

1w

Financial Performance Summary

FFO decreased to $0.37 per share and AFFO decreased to $54.5 million.
G&A expenses remain low at approximately 4.9% of revenue.
Revenue increased by 2.7% compared to Q2 2024.
Same-property cash NOI declined by 1.1%, impacted by a large property tax refund in the prior year; excluding refunds, NOI was slightly positive.

CNO Financial Group, Inc.

CNO

Financial Services

2w

Record Total New Annualized Premiums and Sustained Sales Momentum

Achieved record total new annualized premiums of $120 million, up 17% from the previous year.
Delivered 12th consecutive quarter of strong sales momentum and 10th consecutive quarter of growth in producing agent compensation.
Multiple product line sales records and double-digit insurance sales growth in both divisions.

SiriusPoint Ltd.

SPNT

Financial Services

1w

Financial Performance Summary

Attritional combined ratio improved 2.3 points year-over-year to 90.9% in the first half, driven by improvements in loss ratio, acquisition costs, and operating expenses.
Core combined ratio improved by 3.8 points year-over-year to 89.5% in Q2, marking the 11th consecutive quarter of underwriting profit.
Gross written premiums grew 10% in Q2 and 14% year-to-date, with net premiums growing 8% in Q2 and 14% in the first half.
Half year underwriting income was $96 million with core combined ratio of 92.4%, showing slight improvement despite catastrophe losses.
Insurance & Services segment saw net premium growth of 15% in Q2, outpacing gross premium growth due to increased retention.
Net investment income was $68 million in Q2, tracking in line with full-year guidance of $265 million to $275 million.
Second quarter BSCR ratio was 223%, within target range, supporting organic growth opportunities.
SiriusPoint delivered strong Q2 2025 results with an underlying return on equity (ROE) of 17%, exceeding the target range of 12% to 15%.
Underlying earnings per share increased over 100% year-over-year to $0.66 in Q2; diluted book value per share grew 4% in Q2 and 10% year-to-date.
Year-to-date underlying ROE was 15.4%, at the upper end of the target range despite losses from aviation and California wildfires.

eXp World Holdings, Inc.

EXPI

Financial Services

2w

First Sequential Quarter-Over-Quarter Agent Growth Since Q2 2024

eXp Realty experienced its first quarter since Q2 2024 with sequential quarter-over-quarter growth in agent count.
Agent productivity metrics improved: sales transactions per agent up 4% YoY, icon agents up 9%, and 22% fewer agents left in Q2 YoY.
Focus on attracting and retaining high-performing agents, with 57% of nonproductive agents leaving industry in Q2.

QCR Holdings, Inc.

QCRH

Financial Services

3w

Financial Performance Summary

Asset quality remained excellent with net charge-offs increasing due to fully reserved credits; provision for credit losses was stable.
Capital markets revenue improved 51% quarter-over-quarter to $10 million, though still below historical run rates.
Net interest income increased to $62 million, driven by margin expansion and strong loan growth.
Net interest margin (NIM) increased by 4 basis points to the high end of guidance, expanding 21 basis points over the past 5 quarters.
Noninterest expenses were well controlled at $49.6 million, slightly below guidance, supporting an adjusted ROAA of 1.29%.
QCR Holdings delivered strong second quarter earnings with a 13% EPS improvement over the first quarter.
Tangible book value per share grew by $1.64, reflecting 13% annualized growth for the quarter.
Tangible common equity to tangible assets ratio rose to 9.92%, and CET1 ratio increased to 10.43%, driven by strong earnings and consistent AOCI.

Equitable Holdings, Inc.

EQH

Financial Services

1w

Financial Performance Summary

Adjusted book value per share ex AOCI and with AB ownership at market value was $40.89, up 11% year-over-year.
Adjusted non-GAAP operating EPS was $1.41, down 8% compared to the prior year, primarily due to elevated individual life mortality claims.
AllianceBernstein (AB) reported net outflows of $6.7 billion in Q2 but returned to net inflows in June; private markets AUM grew 20% year-over-year to $77 billion.
Assets under management and administration reached a record $1.1 trillion, up 5% year-to-date.
GAAP net loss was $349 million, impacted by notable items including a $74 million after-tax negative item in Protection Solutions.
Non-GAAP operating earnings were $352 million or $1.10 per share, down 23% year-over-year on a per share basis.
Wealth Management earnings increased 16% year-over-year with $2 billion of advisory net inflows and a 12% trailing 12-month organic growth rate.