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Genworth Financial, Inc.

GNW

Financial Services · 9.31 +3.7% today

Isolated · not yet confirmedMarket checked 1 Oct, 15:55 GMT-4

Market read

No connected market move is active around Genworth Financial, Inc..

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.

Company+3.7% todayVolume comparison unavailable
Market groupNo active group readNo durable group available
Disclosed network0 of 7 confirmingNo filing-linked name is confirming now
What would change this read
  • Enact reported new insurance written of $12.8B in Q1 2026, up 30% YoY, primarily driven by elevated mortgage refinance volume.

Invalidation: The isolated read changes if GNW's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Financial Services · Insurance - Life

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Enact reported new insurance written of $12.8B in Q1 2026, up 30% YoY, primarily driven by elevated mortgage refinance volume.

Company research

Understand the business, not just the ticker

As of Oct 2, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations342
Usable filing statements390
Verified relationships8
Evidence supporting the case
  • Operating cash flow covered net income at 1.47x in the latest annual period.
  • Credit and interest rates has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Net margin changed -1.0 percentage points in the latest annual period.
  • Restructuring and cost reductions has repeated adverse evidence across 5 filings.
Questions before a position
  • P/E is 25% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 38% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Oct 1, 2026

9.31
6m+13.7%12m+4.6%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$7.8B-5.6%$1.65+0.6%
2022-12-31$7.5B-4.2%$1.79-0.7%
2023-12-31$7.5B-0.1%$0.16-7.0%
2024-12-31$7.3B-2.6%$0.68-7.5%
2025-12-31$7.3B+0.1%$0.54-5.8%

What management says matters

Persistent and emerging business drivers

Restructuring and cost reductionsnegative · 5 filings
“We define adjusted operating income (loss) as income (loss) from continuing operations excluding: • net income (loss) attributable to noncontrolling interests, • net investment gains (losses), • changes in fair value of market risk benefits attributable to in…”
10-Q · Aug 6, 2026 ↗
Credit and interest ratesmixed · 4 filings
“New insurance written New insurance written increased for the three months ended June 30, 2026 mainly due to larger estimated purchase and refinance mortgage insurance markets in the current year.”
10-Q · Aug 6, 2026 ↗
Macroeconomic conditionsmixed · 2 filings
“Macroeconomic environment Throughout 2025, the U.S.”
10-K · Feb 27, 2026 ↗
Tariffs and trade policynegative · 2 filings
“Macroeconomic environment Throughout 2025, the U.S.”
10-K · Feb 27, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.5× · EV/sales 0.7×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.

Price action

How the market is pricing the story

9.31+3.7% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for GNW. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for GNW. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind GNW

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ACTEnact Holdings, Inc.customerFeb 27, 2026 ▾

“If a loan becomes delinquent, Enact works closely with the customer, investor and servicer to attempt to cure the delinquency and allow the homeowner to retain ownership of the property.”

ACTEnact Holdings, Inc.partnerMay 6, 2026 ▾

“Enact also selectively enters into insurance transactions with lenders and investors, under which it insures a portfolio of loans at or after origination (“pool mortgage insurance”).”

Depended on by

ACTEnact Holdings, Inc.investeeFeb 27, 2026 ▾

“Our Corporate Information Enact Holdings, Inc.”

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

GNW is currently a Leader in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for GNW; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.