Enact Holdings, Inc.

Report azionario NasdaqGS:ACT

Capitalizzazione di mercato: US$6.1b

Enact Holdings Crescita futura

Criteri Future verificati 0/6

Si prevede che Enact Holdings aumenterà gli utili e i ricavi rispettivamente del 0.8% e 2% all'anno, mentre si prevede che l'EPS crescerà del 6.1% all'anno.

Informazioni chiave

0.8%

Tasso di crescita degli utili

6.09%

Tasso di crescita dell'EPS

Diversified Financial crescita degli utili8.1%
Tasso di crescita dei ricavi2.0%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento14 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

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 Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Articolo di analisi • 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...
Articolo di analisi • 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
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Nuova narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:ACT - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20281,313712N/AN/A1
12/31/20271,287664N/AN/A2
12/31/20261,266664N/AN/A2
3/31/20261,241676722722N/A
12/31/20251,236674725725N/A
9/30/20251,225660704704N/A
6/30/20251,223677701701N/A
3/31/20251,217693726726N/A
12/31/20241,202688686686N/A
9/30/20241,196683710710N/A
6/30/20241,186666677677N/A
3/31/20241,164651700700N/A
12/31/20231,154666632632N/A
9/30/20231,134652600600N/A
6/30/20231,110679546546N/A
3/31/20231,106716519519N/A
12/31/20221,095704561561N/A
9/30/20221,091714563563N/A
6/30/20221,096660611611N/A
3/31/20221,099586606606N/A
12/31/20211,118547572572N/A
9/30/20211,131484555555N/A
6/30/20211,135485622622N/A
3/31/20211,134350681681N/A
12/31/20201,106370704704N/A
9/30/20201,090469677677N/A
6/30/20201,057513600600N/A
3/31/20201,010670528528N/A
12/31/2019979678N/A500N/A
12/31/2018841454N/A511N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di ACT ( 0.8% all'anno) è inferiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di ACT ( 0.8% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di ACT cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di ACT ( 2% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di ACT ( 2% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di ACT è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

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1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 15:40
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Enact Holdings, Inc. è coperta da 8 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Mihir BhatiaBofA Global Research
Mihir BhatiaBofA Global Research
Arren CyganovichCitigroup Inc