Update shared on 12 Nov 2025
Fair value Increased 1.50%Narrative Update on Enact Holdings
Analysts have raised their price target for Enact Holdings from $40.00 to $40.60, citing slightly stronger revenue growth projections and a modest improvement in the cost of capital, even though the profit margin outlook is somewhat softer.
What's in the News
- Enact Holdings completed a buyback, repurchasing 3,983,192 shares (2.68%) for $147.09 million between July 1, 2025 and October 31, 2025 (Key Developments).
- The company has now bought back a total of 6,365,825 shares (4.26%) for $231.84 million under the buyback program that began on April 30, 2025 (Key Developments).
Valuation Changes
- The consensus analyst price target has risen slightly from $40.00 to $40.60.
- The discount rate has decreased from 7.70% to 7.63%, reflecting a modest improvement in the cost of capital.
- The revenue growth projection has increased from 2.66% to 3.69%.
- The net profit margin estimate has declined from 49.18% to 47.25%.
- The future P/E ratio has fallen from 9.98x to 9.34x.
Disclaimer
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