MTG · Mgic Investment Corp · Webcasts, Transcripts & Audio
$26.95
+0.58 (+2.20%)
At close · Oct 2
View the 10-K filed Feb 25, 2026
Return incl. dividend (before tax)
Customer concentration
— top 10 customers 32% of revenue
10 customers — 32% of revenue (2025)
“Regarding the concentration of our new business, our top ten customers accounted for approximately 32% and 37% in 2025 and 2024, respectively.”
One customer — 16% of revenue (2025)
“Our largest customer accounted for approximately 16% and 21% of our NIW for 2025 and 2024, respectively.”
One customer — 11% of revenue (2025)
“That customer accounted for approximately 11% and 10% of our direct earned premiums in each of 2025 and 2024, respectively.”
10 customers — 37% of revenue (2024)
“Regarding the concentration of our new business, our top ten customers accounted for approximately 32% and 37% in 2025 and 2024, respectively.”
One customer — 21% of revenue (2024)
“Our largest customer accounted for approximately 16% and 21% of our NIW for 2025 and 2024, respectively.”
One customer — 10% of revenue (2024)
“That customer accounted for approximately 11% and 10% of our direct earned premiums in each of 2025 and 2024, respectively.”
Market Cap
$5.84B
Shares
205.12M
Volume · Oct 2
3.8M
Avg daily vol (3M)
1.98M
Mgic Investment Corp Webcasts
Earnings calls, investor updates, investor days and conferences for Mgic Investment Corp (MTG), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼1%
$292.80M
$249.62M
'22 Q3
22-11-02
▼0.6%
$292.25M
$191.44M
'22 Q4
23-02-01
▼3.6%
$283.96M
$154.55M
'23 Q1
23-05-03
▼0.8%
$290.68M
$191.05M
'23 Q2
23-08-02
▲1.3%
$296.50M
$182.84M
'23 Q3
23-10-31
▼2.8%
$283.96M
$184.50M
'23 Q4
24-01-31
▲3.7%
$294.36M
$174.10M
'24 Q1
24-05-01
▲5%
$305.28M
$204.23M
'24 Q2
24-07-31
▲3.4%
$306.65M
$199.97M
'24 Q3
24-11-04
▲6.2%
$301.44M
$184.70M
'24 Q4
25-02-03
▲4%
$306.23M
$185.46M
'25 Q1
25-04-30
▼0.3%
$304.25M
$192.48M
'25 Q2
25-07-30
▼0.7%
$304.50M
$191.09M
'25 Q3
25-10-29
▼0.9%
$298.65M
$169.31M
'25 Q4
26-02-03
▼3%
$297.08M
$165.30M
'26 Q1
26-04-30
LATEST
▼2.9%
$295.39M
$182.15M
'26 Q2
26-07-30
Earnings call
FY26 · Q2
2026-07-30
Mgic Investment Corp (MTG) Q2 2026 Earnings Call Transcript
Confident tone
Credit Quality & Delinquencies
Capital Return to Shareholders
Financial Performance & Profitability
Revenue
$295.39M
▼ 2.9% YoY Diluted EPS
$0.86
▲ 6.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Mgic Investment Corp (MTG) Q1 2026 Earnings Call Transcript
Positive tone
Credit Quality
New Insurance Written (NIW)
Capital Management and Shareholder Returns
Revenue
$297.08M
▼ 3% YoY Diluted EPS
$0.76
▲ 1.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-03
Mgic Investment Corp (MTG) Q4 2025 Earnings Call Transcript
Confident tone
Insurance in force and NIW
Mortgage market outlook
Reinsurance and capital management
Revenue
$298.65M*
▼ 0.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Mgic Investment Corp (MTG) Q3 2025 Earnings Call Transcript
Confident tone
Capital returns and shareholder payouts
Reinsurance program
Delinquency trends and reserves
Revenue
$304.50M
▼ 0.7% YoY Diluted EPS
$0.83
▲ 7.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Mgic Investment Corp (MTG) Q2 2025 Earnings Call Transcript
Confident tone
Capital Return / Shareholder Distributions
Credit Performance / Portfolio Quality
Delinquency Trends
Revenue
$304.25M
▼ 0.3% YoY Diluted EPS
$0.81
▲ 5.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-30
Mgic Investment Corp (MTG) Q1 2025 Earnings Call Transcript
Positive tone
Capital Management and Shareholder Returns
Mortgage Credit Performance and Delinquencies
Regulatory and Industry Engagement
Revenue
$306.23M
▲ 4% YoY Diluted EPS
$0.75
▲ 17.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-03
Mgic Investment Corp (MTG) Q4 2024 Earnings Call Transcript
Confident tone
Credit Performance and Loss Reserves
Capital Return and Payout
Hurricane Impact on Delinquencies
Revenue
$301.44M*
▲ 6.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-04
Mgic Investment Corp (MTG) Q3 2024 Earnings Call Transcript
Confident tone
Credit Quality
Reinsurance
Financial Performance
Revenue
$306.65M
▲ 3.4% YoY Diluted EPS
$0.77
▲ 20.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Mgic Investment Corp (MTG) Q2 2024 Earnings Call Transcript
Confident tone
Capital returns to shareholders
Credit performance and loss reserves
Insurance in force and new insurance written
Revenue
$305.28M
▲ 5% YoY Diluted EPS
$0.77
▲ 16.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-01
Mgic Investment Corp (MTG) Q1 2024 Earnings Call Transcript
Confident tone
Investment portfolio and book value
Insurance in force and persistency
Capital return to shareholders
Revenue
$294.36M
▲ 3.7% YoY Diluted EPS
$0.64
▲ 20.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-31
Mgic Investment Corp (MTG) Q4 2023 Earnings Call Transcript
Confident tone
Insurance in force and persistency
Financial results and profitability
Credit quality and delinquency trends
Revenue
$283.96M*
▼ 2.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-31
Mgic Investment Corp (MTG) Q3 2023 Earnings Call Transcript
Revenue
$296.50M
▲ 1.3% YoY Diluted EPS
$0.64
▼ 21% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Mgic Investment Corp (MTG) Q2 2023 Earnings Call Transcript
Revenue
$290.68M
▼ 0.8% YoY Diluted EPS
$0.66
▼ 17.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Mgic Investment Corp (MTG) Q1 2023 Earnings Call Transcript
Revenue
$283.96M
▼ 3.6% YoY Diluted EPS
$0.53
▼ 1.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-01
Mgic Investment Corp (MTG) Q4 2022 Earnings Call Transcript
Revenue
$292.25M*
▼ 0.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Mgic Investment Corp (MTG) Q3 2022 Earnings Call Transcript
Revenue
$292.80M
▼ 1% YoY Diluted EPS
$0.81
▲ 76.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Mgic Investment Corp (MTG) Q2 2022 Earnings Call Transcript
Revenue
$293.12M
▼ 1.6% YoY Diluted EPS
$0.80
▲ 81.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
Mgic Investment Corp (MTG) Q1 2022 Earnings Call Transcript
Revenue
$294.62M
▼ 1.1% YoY Diluted EPS
$0.54
▲ 25.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-02
Mgic Investment Corp (MTG) Q4 2021 Earnings Call Transcript
Revenue
$294.12M*
▼ 2.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-03
Mgic Investment Corp (MTG) Q3 2021 Earnings Call Transcript
Revenue
$295.75M
▼ 0.1% YoY Diluted EPS
$0.46
▲ 21.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
Mgic Investment Corp (MTG) Q2 2021 Earnings Call Transcript
Revenue
$297.85M
▲ 1.3% YoY Diluted EPS
$0.44
▲ 1000% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
Mgic Investment Corp (MTG) Q1 2021 Earnings Call Transcript
Revenue
$297.96M
▼ 2.9% YoY Diluted EPS
$0.43
▲ 2.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-23
Mgic Investment Corp (MTG) Q4 2020 Earnings Call Transcript
Revenue
$302.28M*
▼ 3% YoY Diluted EPS
$0.44
▼ 10.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-04
Mgic Investment Corp (MTG) Q3 2020 Earnings Call Transcript
Revenue
$296.00M
▼ 7% YoY Diluted EPS
$0.38
▼ 22.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-04
Mgic Investment Corp (MTG) Q2 2020 Earnings Call Transcript
Revenue
$293.97M
▲ 0.6% YoY Diluted EPS
$0.04
▼ 91.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-03-31
Mgic Investment Corp (MTG) Q1 2020 Earnings Call Transcript
Revenue
$306.89M
▲ 5.2% YoY Diluted EPS
$0.42
▲ 0% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-04
Mgic Investment Corp (MTG) Q4 2019 Earnings Call
Revenue
$311.63M*
▲ 9.1% YoY Diluted EPS
$0.49
▲ 14% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 webcasts
Key facts
CIK
876437
CUSIP
552848103
13F (30d)
12 filings
12 filers
Visit website
Investor relations