MGIC Investment Corporation (MTG) Q2 2026 Earnings Call Transcript

MGIC Investment Corporation ( MTG ) Q2 2026 Earnings Call July 30, 2026 10:00 AM EDT Company Participants Dianna Higgins - Senior Vice President of Investor Relations Timothy Mattke - CEO & Director Nathaniel Colson - Executive VP, CFO & Chief Risk Officer Conference Call Participants Terry Ma - Barclays Bank PLC, Research Division Bose George - Keefe, Bruyette, & Woods, Inc., Research Division Mihir Bhatia - BofA Securities, Research Division Rowland Mayor - RBC Capital Markets, Research Division Geoffrey Dunn - Dowling & Partners Securities, LLC Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to the MGIC Investment Corporation Second Quarter 2026 Earnings Call. I will now turn the conference over to Dianna Higgins, Head of Investor Relations. Please go ahead. Dianna Higgins Senior Vice President of Investor Relations Thank you, Ari. Good morning, and welcome, everyone. Thank you for your interest in MGIC. Joining me on the call today to discuss our results for the second quarter are Tim Mattke, Chief Executive Officer; and Nathan Colson, Chief Financial Officer. Our press release, which contains MGIC's second quarter financial results, was issued yesterday and is available on our website at mtg.mgic.com under Newsroom. It includes additional information about our quarterly results that we will refer to during the call today. It also includes a reconciliation of non-GAAP financial measures to their most comparable GAAP measures. In addition, we posted on our website a quarterly supplement that contains information pertaining to our primary risk in force and other information you may find valuable. As a reminder, from time to time, we may post information about our underwriting guidelines and other presentations or corrections to past presentations on our website. Before getting started today, I want to remind everyone that during the course of this call, we may make comments about our expectations