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Dec 31, 2019

MGIC Q4 2019 Earnings Report

MGIC Investment Corporation reported solid financial results for the fourth quarter, capping a strong year of executing strategies and focusing on long-term success.

Key Takeaways

MGIC Investment Corporation reported a net income of $177.1 million, or $0.49 per diluted share, for the fourth quarter of 2019, compared to $157.7 million, or $0.43 per diluted share, for the same period in 2018. The company's adjusted net operating income was $176.1 million, or $0.49 per diluted share, compared to $154.0 million, or $0.42 per diluted share in Q4 2018. The company also announced a $300 million share repurchase authorization.

New insurance written reached $19.3 billion, up from $12.2 billion in Q4 2018.

Insurance in force was $222.3 billion at the end of the year, a 6% increase compared to the previous year.

The primary delinquency inventory decreased to 30,028 loans, down from 32,898 loans at the end of 2018.

The company's board approved the repurchase of up to an additional $300 million of its common stock through the end of 2021.

Total Revenue
$312M
Previous year: $286M
+9.1%
EPS
$0.49
Previous year: $0.42
+16.7%
New Insurance Written
$19.3B
Previous year: $12.2B
+58.2%
Insurance In Force
$222B
Loss Ratio
8.9%
Gross Profit
$1.03B
Previous year: $946M
+9.0%
Cash and Equivalents
$162M
Previous year: $152M
+6.6%
Free Cash Flow
$150M
Previous year: $157M
-4.8%
Total Assets
$6.23B
Previous year: $5.68B
+9.7%

MGIC

MGIC

MGIC Revenue by Segment

Forward Guidance

MGIC expects modest insurance in force growth and continued decline in new mortgage delinquency notices and claims paid in 2020.

Positive Outlook

  • Ability to provide credit enhancement and low down payment solutions to lenders, GSEs and borrowers.
  • Deliver meaningful returns to shareholders in 2020.
  • Expect insurance in force will grow modestly.
  • Expect the number of new mortgage delinquency notices received will continue to decline in 2020.
  • Expect the amount of claims paid will continue to decline in 2020.

Revenue & Expenses

Visualization of income flow from segment revenue to net income