Takeaways from ESNT and RDN Headquarter Visits

Road Trip Research

Monday, March 9, 2020

Within our research coverage of public mortgage and title insurers, we offer reports that are incremental to our recurring publications and intertwine our sector conclusions with company-specific dynamics. These include broad-based earnings previews, adjustments to our financial models and updated perspectives on valuation.

Related reports

Thursday, September 24, 2020

Raising Estimates for Mortgage Tech: BKI Benefitting from M&A, Originations Boost CLGX

Monday, June 29, 2020

Mortgage Finance Research Coverage: Maintaining Industry Research, Suspending Stock Coverage

Thursday, June 25, 2020

MTG and RDN Report May Delinquency Data: Defaults Trending Lower Than Modeled

Wednesday, June 17, 2020

Positive Momentum in Mortgage Finance Equities: Worst-Case Fears Abating; Raising Fair Value Targets

Monday, April 20, 2020

Title Insurer and Mortgage Tech Earnings Preview: Focused on Sensitivity to Mortgage Market Dysfunction

Tuesday, April 14, 2020

Key Topics for 1Q20 Mortgage Insurance Earnings: Long-Term Value Opportunity but Forbearance Clarity Needed

Wednesday, March 25, 2020

Recasting Our Mortgage-Related Outlook: Opportunities Emerging for Companies Across Coverage

Tuesday, February 11, 2020

BKI and CLGX Earnings Previews: We Expect Conservative 2020 Guidance from Both

Tuesday, January 28, 2020

Mortgage and Title Insurer Earnings Previews: Above Consensus for the Mortgage Insurers; On Par for Title

Wednesday, November 20, 2019

Taking a Step Back on Mortgage and Title Insurers: Following Strong Performance with Tough Comps Ahead

Wednesday, October 16, 2019

Mortgage and Title Insurer Earnings Previews: See Upside for the Mortgage Insurers; More In-Line for Title

Monday, September 9, 2019

FTC Moves to Block the Merger of FNF and STC: Reducing Price Targets to Reflect Expected Deal Termination