Enact Holdings Crecimiento futuro
Future controles de criterios 0/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Enact Holdings de 0.8% y 2% respectivamente, mientras que el BPA crecerá en un 6.1% al año.
Información clave
0.8%
Tasa de crecimiento de los beneficios
6.09%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Diversified Financial | 7.9% |
| Tasa de crecimiento de los ingresos | 2.0% |
| Rentabilidad financiera futura | n/a |
| Cobertura de analistas | Low |
| Última actualización | 14 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • Jun 04
ACT: Future Returns Will Be Driven By Buybacks And Dividend Payouts
Analysts have reduced their price target on Enact Holdings from $46.25 to $45.75 as they incorporate updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News Completed a share repurchase of 784,091 shares, about 0.55% of shares, for US$32.09 million under the buyback announced on February 3, 2026.Seeking Alpha • May 09
Enact Holdings: Solid Performance But Now Fully Valued
Summary Enact Holdings has maintained strong total returns versus peers and the broader market despite low home sale activity. Q1 2026 revenue reached $312.1 million, with 78% from premiums and a notable year-over-year increase in investment income. Net income for the quarter was $167.8 million, with EPS rising year-over-year due to significant share buybacks. Genworth Financial retains an 80% stake in ACT, and ACT remains a primary contributor to Genworth’s results. Read the full article on Seeking AlphaActualización de narrativa • May 08
ACT: Future Returns Will Be Shaped By Dividend Payouts And Stable Outlook
Analysts have slightly increased their price target for Enact Holdings from $45.80 to $46.25. This reflects updated assumptions that include revised views on revenue growth, profit margins, the discount rate, and future P/E levels.Actualización de narrativa • Apr 23
ACT: Future Returns Will Be Guided By Ongoing Buybacks And Stable Outlook
Analysts have nudged their price target on Enact Holdings slightly higher to $45.80 from $45.60, noting updated assumptions around discount rates, revenue growth, profit margins, and future P/E as the key drivers behind the change. What's in the News From October 1, 2025 to January 31, 2026, Enact Holdings repurchased 4,148,197 shares, about 2.85% of its shares, for $157.56 million under its existing buyback program (Key Developments).Actualización de narrativa • Apr 06
ACT: Future Returns Will Be Shaped By Ongoing Buybacks And Steady Outlook
Analysts kept their price target for Enact Holdings broadly steady at about $45.60, citing only minimal adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E that did not materially affect their overall valuation view. What's in the News Enact Holdings, Inc.Actualización de narrativa • Mar 23
ACT: Future Returns Will Be Driven By Ongoing Buybacks At Attractive Pricing
Analysts have maintained their $45.60 price target for Enact Holdings, citing relatively unchanged fair value and P/E assumptions, along with only minor adjustments to the discount rate, revenue growth, and profit margin expectations. What's in the News From October 1, 2025 to January 31, 2026, Enact Holdings repurchased 4,148,197 shares, representing 2.85% of its shares, for US$157.56 million under its existing buyback plan, bringing total repurchases under that plan to 8,589,754 shares, or 5.83%, for US$320.59 million (Key Developments).Actualización de narrativa • Mar 08
ACT: Future Returns Will Reflect Ongoing Buybacks And Stable Profitability At Fair Pricing
Analysts have nudged their price target on Enact Holdings higher to $45.60, reflecting slightly updated views on the discount rate, long term revenue growth, profit margin, and a lower expected future P/E multiple. What's in the News From October 1, 2025 to January 30, 2026, Enact Holdings repurchased 4,200,000 shares, about 2.89% of its shares, for $158 million under its ongoing buyback program (Key Developments).Actualización de narrativa • Feb 22
ACT: Future Returns Will Reflect Ongoing Buybacks And Stable Profitability At Fair Pricing
Analysts have maintained their $45.60 price target for Enact Holdings, citing stable fair value assumptions, a similar discount rate near 7.45%, and largely consistent projections for revenue growth, profit margins, and future P/E multiples. What's in the News Enact Holdings, Inc.Actualización de narrativa • Feb 08
ACT: Future Returns Will Reflect Ongoing Buybacks And Stable Profitability At Fair Pricing
Analysts have raised their price target for Enact Holdings to $45.60 from $42.20, pointing to updated assumptions around discount rate, revenue growth, profit margin, and future P/E that together refine how they see the stock's risk and return profile today. What's in the News Enact Holdings, Inc.Actualización de narrativa • Jan 24
ACT: Future Returns Will Reflect Completed Buybacks And Continuing Stable Profitability At Fair Pricing
Analysts now see Enact Holdings' fair value at $42.20 per share, up modestly from $41.60. The change reflects slightly adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E estimates.Actualización de narrativa • Jan 09
ACT: Future Returns Will Reflect Buybacks And Stable Profitability At Fair Pricing
Analysts have nudged their price target on Enact Holdings higher to $41.60, reflecting slightly adjusted assumptions on the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News From July 1, 2025 to October 31, 2025, Enact Holdings repurchased 3,983,192 shares for $147.09 million, equal to 2.68% of outstanding shares under its existing buyback program (Key Developments).Actualización de narrativa • Dec 25
ACT: Future Returns Will Reflect Ongoing Buybacks And Stable Long Term Profitability
Analysts have nudged their price target for Enact Holdings slightly higher to approximately 40.80 dollars from about 40.60 dollars, citing modestly stronger expectations for revenue growth, profit margins, and earnings valuation multiples. What's in the News Completed a share repurchase of 6,365,825 shares, retiring 4.26% of outstanding stock for a total of 231.84 million dollars under the April 30, 2025 buyback program (company filing) Between July 1 and October 31, 2025, repurchased 3,983,192 shares, or 2.68% of shares outstanding, for 147.09 million dollars as the latest tranche of the ongoing buyback (company filing) Valuation Changes Fair Value: Increased slightly to 40.80 dollars from 40.60 dollars, reflecting a modest uplift in the intrinsic value estimate.Actualización de narrativa • Dec 11
ACT: Future Returns Will Reflect Ongoing Buybacks And Stable Long Term Profitability
Analysts have modestly raised their price target on Enact Holdings to $40.60 per share from $40.60 per share, reflecting slightly higher discount rate and future P E assumptions while maintaining stable fair value and margin expectations. What's in the News Completed a share repurchase of 6,365,825 shares, totaling 4.26% of outstanding shares, under the buyback program announced on April 30, 2025 (Key Developments) Repurchased 3,983,192 shares, or 2.68% of outstanding shares, between July 1, 2025 and October 31, 2025, as part of the latest tranche of the buyback program (Key Developments) Deployed $147.09 million during the most recent buyback period, bringing total capital returned under the current authorization to $231.84 million (Key Developments) Valuation Changes Fair Value: Unchanged at $40.60 per share, indicating stable intrinsic valuation despite minor model adjustments.Actualización de narrativa • Nov 26
ACT: Future Returns Will Reflect Completed Share Buybacks And Reduced Discount Rate
Analysts have maintained their price target for Enact Holdings at $40.60 per share. This reflects stable long-term expectations alongside only modest adjustments to revenue growth and margin forecasts.Actualización de narrativa • Nov 12
ACT: Future Performance Will Reflect Share Buybacks And Capital Cost Improvement
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).Artículo de análisis • Jul 18
Lacklustre Performance Is Driving Enact Holdings, Inc.'s (NASDAQ:ACT) Low P/E
With a price-to-earnings (or "P/E") ratio of 7.6x Enact Holdings, Inc. ( NASDAQ:ACT ) may be sending very bullish...Artículo de análisis • Jun 11
Does Enact Holdings (NASDAQ:ACT) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Seeking Alpha • Oct 28
Enact Holdings Has Firm Footings, But The Housing Market Is Softening
Summary Enact Holdings is a private mortgage insurance company that was spun off from Genworth Financial in 2021. Its stock has returned over 33% to investors in the last 12 months when both capital gains and dividends are included. ACT currently trades at its highest historical valuation from an earnings perspective, but its earnings multiple is still below its peers' average and well below the overall market average. The sluggish housing market is the most significant headwind for the company and a good reason for investors to be cautious with any new investments at this time. Read the full article on Seeking Alpha
Nueva narrativa • Aug 29
Diversifying Into GSE Credit Markets And Strategic Growth Initiatives Propel Shareholder Value
Enact Holdings' diversification into the GSE credit risk transfer market and significant insurance in-force growth underscore its strategy for long-term profitability and expansion.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 1,313 | 712 | N/A | N/A | 1 |
| 12/31/2027 | 1,287 | 664 | N/A | N/A | 2 |
| 12/31/2026 | 1,266 | 664 | N/A | N/A | 2 |
| 3/31/2026 | 1,241 | 676 | 722 | 722 | N/A |
| 12/31/2025 | 1,236 | 674 | 725 | 725 | N/A |
| 9/30/2025 | 1,225 | 660 | 704 | 704 | N/A |
| 6/30/2025 | 1,223 | 677 | 701 | 701 | N/A |
| 3/31/2025 | 1,217 | 693 | 726 | 726 | N/A |
| 12/31/2024 | 1,202 | 688 | 686 | 686 | N/A |
| 9/30/2024 | 1,196 | 683 | 710 | 710 | N/A |
| 6/30/2024 | 1,186 | 666 | 677 | 677 | N/A |
| 3/31/2024 | 1,164 | 651 | 700 | 700 | N/A |
| 12/31/2023 | 1,154 | 666 | 632 | 632 | N/A |
| 9/30/2023 | 1,134 | 652 | 600 | 600 | N/A |
| 6/30/2023 | 1,110 | 679 | 546 | 546 | N/A |
| 3/31/2023 | 1,106 | 716 | 519 | 519 | N/A |
| 12/31/2022 | 1,095 | 704 | 561 | 561 | N/A |
| 9/30/2022 | 1,091 | 714 | 563 | 563 | N/A |
| 6/30/2022 | 1,096 | 660 | 611 | 611 | N/A |
| 3/31/2022 | 1,099 | 586 | 606 | 606 | N/A |
| 12/31/2021 | 1,118 | 547 | 572 | 572 | N/A |
| 9/30/2021 | 1,131 | 484 | 555 | 555 | N/A |
| 6/30/2021 | 1,135 | 485 | 622 | 622 | N/A |
| 3/31/2021 | 1,134 | 350 | 681 | 681 | N/A |
| 12/31/2020 | 1,106 | 370 | 704 | 704 | N/A |
| 9/30/2020 | 1,090 | 469 | 677 | 677 | N/A |
| 6/30/2020 | 1,057 | 513 | 600 | 600 | N/A |
| 3/31/2020 | 1,010 | 670 | 528 | 528 | N/A |
| 12/31/2019 | 979 | 678 | N/A | 500 | N/A |
| 12/31/2018 | 841 | 454 | N/A | 511 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (0.8% por año) de ACT está por debajo de la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (0.8% al año) de ACT crezcan menos que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de ACT crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (2% al año) de ACT crezcan más despacio que el mercado de US (11.8% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 2% al año) de ACT crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de ACT se prevé que sea elevada dentro de 3 años.
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/08 06:10 |
| Precio de las acciones al final del día | 2026/06/05 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Enact Holdings, Inc. está cubierta por 7 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Mihir Bhatia | BofA Global Research |
| Arren Cyganovich | Citigroup Inc |
| Ryan Nash | Goldman Sachs |