MBIA Inc.

NYSE:MBI Stok Raporu

Piyasa değeri: US$236.7m

MBIA Yönetim

Yönetim kriter kontrolleri 2/4

MBIA CEO'su Bill Fallon, Sep2017 tarihinde atandı, in görev süresi 9.33 yıldır. in toplam yıllık tazminatı $ 4.29M olup, şirket hissesi ve opsiyonları dahil olmak üzere 21% maaş ve 79% ikramiyelerden oluşmaktadır. şirketin hisselerinin 5.54% ine doğrudan sahiptir ve bu hisseler $ 13.12M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 9 yıl ve 12.3 yıldır.

Anahtar bilgiler

Bill Fallon

İcra Kurulu Başkanı

US$4.3m

Toplam tazminat

CEO maaş yüzdesi21.00%
CEO görev süresi9yrs
CEO sahipliği5.5%
Yönetim ortalama görev süresi9yrs
Yönetim Kurulu ortalama görev süresi12.3yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha • Jul 16

MBIA Trades Below Adjusted Book, But PREPA And Complexity Cap Upside

Summary MBIA Inc. is rated Hold with a 12-month price target of $7.00, reflecting its discounted valuation versus adjusted book value and ongoing wind-down. MBI trades at 48% of estimated adjusted book value, but persistent legal and balance sheet risks justify the discount despite improving capital at National. Key risks include the unresolved PREPA litigation, $953 million in surplus notes with $1.7 billion unpaid interest, and holding company liquidity shortfall versus debt. A sum-of-the-parts analysis aligns with the current share price, while peer multiples suggest higher value if catalysts—especially PREPA resolution—materialize. Read the full article on Seeking Alpha
Seeking Alpha • Nov 15

MBIA Set To Deliver Another Mega Dividend In 2025 Irrespective Of PREPA

Summary We believe that MBIA will be in a position to deliver another massive dividend during 2025 similar to that paid in December 2023. $1.6B claim paying resources sitting at National indicate that there are plenty of scenarios in which a mega dividend could be paid, well in excess of the current $250M market cap. Corporate structure with the ability to pay dividends at holding company level without insurance regulators' approval allows for many potential shareholder friendly deals. MBIA's PREPA exposure is manageable with only $200M payments due until 2029, and it is being provisioned conservatively, which is favourable for a sale. We welcome Assured Guaranty's confirmation during the 3Q24 earnings call that they would be interested to buy MBIA at the right price, as it proves that there is appetite. Read the full article on Seeking Alpha
Seeking Alpha • Dec 10

MBIA Inc. Soars On Massive Shareholder Payout

Summary Shares of MBIA Inc. surged 81.8% after the announcement of a large inflow of capital and a one-time distribution to shareholders. The company's financial performance has been declining, but its net assets and potential distributions suggest further upside. MBIA Inc. received approval for a $550 million dividend, with $409 million to be paid as a special dividend to common shareholders. Read the full article on Seeking Alpha
Seeking Alpha • Sep 29

MBIA: Don't See Any Value Here

Summary MBIA Inc.'s share price has been volatile, and the company's historical performance and ongoing legal battle in Puerto Rico are concerning. MBI provides financial payment insurance and manages risk through diversification. The company's recent income shows rising concerns, and the ongoing challenge in the PREPA case is impacting operations. Valuation is not favorable, and there are significant risks associated with Puerto Rico obligations. A sell rating is recommended. Read the full article on Seeking Alpha
Seeking Alpha • Dec 08

MBIA jumps on speculation of takeover talks with rivals

MBIA (NYSE:MBI) rose 10% on speculation that the company has been approached by its rival for a takeover. Assured Guaranty (NYSE:AGO) and Ambac Financial (NYSE:AMBC) made bids for MBIA and the talks are said to be in advanced stage, according to a Street Insider item. The report comes after MBIA disclosed last month that it had retained Barclays as an advisor and has been working with them to explore strategic alternatives, including a possible sale of the company.
Seeking Alpha • Nov 03

MBIA Non-GAAP EPS of -$0.34 beats by $0.26, revenue of $17M misses by $6M

MBIA press release (NYSE:MBI): Q3 Non-GAAP EPS of -$0.34 beats by $0.26. Revenue of $17M (-76.4% Y/Y) misses by $6M. Book value per share was negative $15.70 as of September 30, 2022 compared with a negative $5.73 as of December 31, 2021. The decrease in book value per share since year-end 2021 was primarily due to net unrealized losses on investments, which resulted primarily from higher interest rates and wider credit spreads in 2022, and the net loss for the first nine months of 2022.
Analiz Makalesi • Aug 07

The MBIA Inc. (NYSE:MBI) Analysts Have Been Trimming Their Sales Forecasts

Market forces rained on the parade of MBIA Inc. ( NYSE:MBI ) shareholders today, when the analysts downgraded their...
Analiz Makalesi • May 15

Analysts Are Betting On MBIA Inc. (NYSE:MBI) With A Big Upgrade This Week

MBIA Inc. ( NYSE:MBI ) shareholders will have a reason to smile today, with the analysts making substantial upgrades to...
Analiz Makalesi • Apr 29

Increases to CEO Compensation Might Be Put On Hold For Now at MBIA Inc. (NYSE:MBI)

CEO Bill Fallon has done a decent job of delivering relatively good performance at MBIA Inc. ( NYSE:MBI ) recently. In...
Analiz Makalesi • Mar 08

Read This Before Buying MBIA Inc. (NYSE:MBI) Shares

We often see insiders buying up shares in companies that perform well over the long term. The flip side of that is that...
Analiz Makalesi • Feb 01

A Look At MBIA's (NYSE:MBI) Share Price Returns

Investors can approximate the average market return by buying an index fund. When you buy individual stocks, you can...
Analiz Makalesi • Dec 26

Here's What MBIA Inc.'s (NYSE:MBI) Shareholder Ownership Structure Looks Like

A look at the shareholders of MBIA Inc. ( NYSE:MBI ) can tell us which group is most powerful. Large companies usually...
Analiz Makalesi • Nov 21

Insider Buying: The MBIA Inc. (NYSE:MBI) CEO & Director Just Bought 4.4% More Shares

MBIA Inc. (NYSE:MBI) shareholders (or potential shareholders) will be happy to see that the CEO & Director, William...

CEO Tazminat Analizi

Bill Fallon'un ücretlendirmesi MBIA'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2026n/an/a

-US$142m

Mar 31 2026n/an/a

-US$152m

Dec 31 2025US$4mUS$900k

-US$175m

Sep 30 2025n/an/a

-US$178m

Jun 30 2025n/an/a

-US$222m

Mar 31 2025n/an/a

-US$419m

Dec 31 2024US$4mUS$900k

-US$444m

Sep 30 2024n/an/a

-US$529m

Jun 30 2024n/an/a

-US$663m

Mar 31 2024n/an/a

-US$488m

Dec 31 2023US$17mUS$900k

-US$488m

Sep 30 2023n/an/a

-US$351m

Jun 30 2023n/an/a

-US$201m

Mar 31 2023n/an/a

-US$159m

Dec 31 2022US$4mUS$900k

-US$149m

Sep 30 2022n/an/a

-US$299m

Jun 30 2022n/an/a

-US$387m

Mar 31 2022n/an/a

-US$412m

Dec 31 2021US$4mUS$900k

-US$445m

Sep 30 2021n/an/a

-US$371m

Jun 30 2021n/an/a

-US$306m

Mar 31 2021n/an/a

-US$351m

Dec 31 2020US$4mUS$900k

-US$578m

Sep 30 2020n/an/a

-US$711m

Jun 30 2020n/an/a

-US$575m

Mar 31 2020n/an/a

-US$671m

Dec 31 2019US$4mUS$900k

-US$359m

Tazminat ve Piyasa: Bill 'nin toplam tazminatı ($USD 4.29M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 1.61M ).

Tazminat ve Kazançlar: Bill şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.

CEO

Bill Fallon (66 yo)

9yrs
Görev süresi
US$4,285,215
Tazminat

Mr. William Charles Fallon, also known as Bill, serves as the President of National Public Finance Guarantee Corporation since 2010 and its Chief Executive Officer since July 13, 2010 also serves as its Di...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
William Fallon
CEO & Director9yrsUS$4.29m5.54%
$ 13.1m
Joseph Schachinger
Executive VP2.4yrsUS$1.29m0.49%
$ 1.2m
Daniel Avitabile
Assistant VP and MBIA Insurance’s President & Chief Risk Officer9yrsUS$1.51m1.28%
$ 3.0m
Adam Bergonzi
Assistant VP & National’s Chief Risk Officer9yrsUS$2.19m1.85%
$ 4.4m
Christopher Young
Assistant VP & National’s Chief Financial Officer9yrsUS$1.53m1.28%
$ 3.0m
Shengying Yu
Assistant VP2.3yrsVeri yokVeri yok
Gregory Diamond
MD and Head of Investor & Media Relations20.4yrsVeri yokVeri yok
William Rizzo
Co-General Counsel & Secretaryno dataVeri yokVeri yok
9.0yrs
Ortalama Görev Süresi
56.5yo
Ortalama Yaş

Deneyimli Yönetim: MBI 'un yönetim ekibi deneyimli ve deneyimlidir ( 9 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
William Fallon
CEO & Director9.3yrsUS$4.29m5.54%
$ 13.1m
Steven Gilbert
Independent Chairman15.3yrsUS$363.00k0.25%
$ 582.0k
Richard Vaughan
Independent Director19.1yrsUS$238.00k0.20%
$ 478.2k
Diane Dewbrey
Independent Director7.8yrsUS$238.00k0.24%
$ 562.4k
Theodore Shasta
Independent Director17.1yrsUS$238.00k0.13%
$ 307.8k
Janice Innis-Thompson
Independent Director4.9yrsUS$213.00k0.16%
$ 386.6k
12.3yrs
Ortalama Görev Süresi
70.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: MBI 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 12.3 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/14 13:48
Gün Sonu Hisse Fiyatı2026/09/11 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

MBIA Inc. 6 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Giuliano Anderes BolognaBTIG
Darin AritaDeutsche Bank
Andrew WesselJ.P. Morgan