Mbia Inc (MBI)
Mbia Inc brought in $105M of revenue over the twelve months to September 30, 2026, up 18.0% from a year earlier. It posted a net loss of $161M. At September 30, 2026 it held $62M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about Mbia Inc
- Net worth
- Mbia Inc has a market value (market cap) of $238.8M at the latest share price, and shareholders' equity of -$2.4B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $80M (+90.5% year on year), with a net loss of $177M. Over the 12 months to September 30, 2026: revenue $105M, net loss $161M.
- Cash flow
- In fiscal 2025 operations brought in $38M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Mbia Inc's next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Mbia Inc does
Mbia Inc is registered with the SEC under industry code SIC 6351 (Surety Insurance). Its shares trade on NYSE under the ticker MBI.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $80M | -$177M | -$3.58 | n/a |
| 2024 | $42M | $435M | -$9.43 | n/a |
| 2023 | $7M | $477M | -$10.18 | -$195M |
| 2022 | $154M | -$195M | -$3.92 | -$418M |
| 2021 | $189M | -$445M | -$8.99 | $510M |
| 2020 | $282M | -$578M | -$9.78 | -$390M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where MBI ranks in Finance
Dividends
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | n/a | $0 | n/a |
| 2024 | n/a | $0 | 0% |
| 2023 | $8.00 | $409M | 86% |
| 2022 | n/a | $0 | n/a |
| 2021 | n/a | $0 | n/a |
| 2010 | n/a | $1M | n/a |
Latest SEC filings
What Mbia Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 73% to $26M versus the same quarter last year; diluted EPS -$0.49 versus -$0.17.
- November 4, 2026
- August 14, 2026Passive stake (5% or more) SCHEDULE 13G
- August 13, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 17% to $27M versus the same quarter last year; diluted EPS -$0.91 versus -$1.12.
- August 6, 2026
- July 23, 2026Passive stake (5% or more) SCHEDULE 13G
- June 9, 2026
- May 14, 2026Passive stake changed SCHEDULE 13G/A
- May 7, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 71% to $24M versus the same quarter last year; diluted EPS -$0.80 versus -$1.28.
Insider trades
What the people running Mbia Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 12, 2026 | Dewbrey Diane LDirector | Received as pay | 16,181 | $100K |
| May 12, 2026 | Gilbert Steven JDirector | Received as pay | 16,181 | $100K |
| May 12, 2026 | Innis-Thompson Janice L.Director | Received as pay | 16,181 | $100K |
| May 12, 2026 | Shasta TheodoreDirector | Received as pay | 16,181 | $100K |
| May 12, 2026 | Vaughan Richard CDirector | Received as pay | 16,181 | $100K |
| March 4, 2026 | Avitabile Daniel M.Assistant Vice President | Shares withheld for tax | 8,668 | $59.6K |
| March 4, 2026 | Young Christopher H.Assistant Vice President | Shares withheld for tax | 8,668 | $59.6K |
| March 4, 2026 | Schachinger Joseph R.EVP, CFO and Treasurer | Shares withheld for tax | 2,400 | $16.5K |
Who owns MBI
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Kahn Brothers Group Inc13G, passive | 8.3% | August 14, 2026 |
| Leeam S. Lowin13G, passive | 6.5% | July 23, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 130 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Kahn Brothers Group Inc | 4,213,920 | +2,157,486 |
| BlackRock, Inc. | 3,673,151 | +280,169 |
| Wolf Hill Capital Management, LP | 2,118,014 | -427,529 |
| Vanguard Capital Management LLC | 1,991,235 | +15,996 |
| Valueworks LLC | 1,967,228 | +35,338 |
| Hosking Partners LLP | 1,549,265 | -35,648 |
| Geode Capital Management, LLC | 1,142,258 | +55,737 |
| State Street Corp | 1,092,959 | +24,206 |
| Cerity Partners LLC | 1,087,425 | +655,209 |
| Tcw Group Inc | 1,065,260 | +26,800 |
| Russell Investments Group, Ltd. | 459,085 | +29,052 |
| Northern Trust Corp | 444,082 | +39,741 |
| UBS Group AG | 400,226 | -266,347 |
| Charles Schwab Investment Management Inc | 376,149 | +9,419 |
| Chou Associates Management Inc. | 321,000 | 0 |
| Vanguard Portfolio Management LLC | 311,198 | +47,122 |
| Renaissance Technologies LLC | 310,892 | -99,000 |
| Whitebox Advisors LLC | 304,461 | 0 |
| Vanguard Fiduciary Trust Co | 302,691 | -7,922 |
| Tudor Investment Corp ET AL | 298,409 | -50,596 |
Insiders
10 insiders reported holding 5,819,378 shares in total, about $27.2M at the last price.
| Holder | Shares |
|---|---|
| Fallon William CCEO & President, Director | 2,826,660 |
| Bergonzi Adam T.Assistant Vice President | 943,262 |
| Young Christopher H.Assistant Vice President | 651,544 |
| Avitabile Daniel M.Assistant Vice President | 650,527 |
| Schachinger Joseph R.EVP, CFO and Treasurer | 248,057 |
| Gilbert Steven JDirector | 125,423 |
| Dewbrey Diane LDirector | 121,198 |
| Vaughan Richard CDirector | 103,055 |
| Innis-Thompson Janice L.Director | 83,325 |
| Shasta TheodoreDirector | 66,327 |
Questions about MBI
What does Mbia Inc do?
Mbia Inc is a company in the Finance sector, listed on NYSE as MBI. Its shares trade on NYSE under the ticker MBI.
What is Mbia Inc's net worth?
Mbia Inc has a market value (market cap) of $238.8M at the latest share price, and shareholders' equity of -$2.4B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Mbia Inc profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $161M on revenue of $105M.
How much revenue does Mbia Inc make?
Over the twelve months to September 30, 2026 Mbia Inc reported revenue of $105M. That is 18.0% more than a year earlier.
When did Mbia Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026.
When is Mbia Inc's next earnings report?
Mbia Inc's next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Mbia Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.