Enact Holdings Gestione
Criteri Gestione verificati 4/4
Enact Holdings Il CEO è Rohit Gupta, nominato in Mar2013, e ha un mandato di 13.25 anni. la retribuzione annua totale è $ 9.87M, composta da 10.1% di stipendio e 89.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.37% delle azioni della società, per un valore di $ 21.98M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 11.1 anni e 4.8 anni.
Informazioni chiave
Rohit Gupta
Amministratore delegato
US$9.9m
Compenso totale
| Percentuale dello stipendio del CEO | 10.13% |
| Mandato del CEO | 13.3yrs |
| Proprietà del CEO | 0.4% |
| Durata media del management | 11.1yrs |
| Durata media del Consiglio di amministrazione | 4.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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 AlphaAggiornamento 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...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
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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$676m |
| Dec 31 2025 | US$10m | US$1m | US$674m |
| Sep 30 2025 | n/a | n/a | US$660m |
| Jun 30 2025 | n/a | n/a | US$677m |
| Mar 31 2025 | n/a | n/a | US$693m |
| Dec 31 2024 | US$10m | US$986k | US$688m |
| Sep 30 2024 | n/a | n/a | US$683m |
| Jun 30 2024 | n/a | n/a | US$666m |
| Mar 31 2024 | n/a | n/a | US$651m |
| Dec 31 2023 | US$8m | US$925k | US$666m |
| Sep 30 2023 | n/a | n/a | US$652m |
| Jun 30 2023 | n/a | n/a | US$679m |
| Mar 31 2023 | n/a | n/a | US$716m |
| Dec 31 2022 | US$8m | US$920k | US$704m |
| Sep 30 2022 | n/a | n/a | US$714m |
| Jun 30 2022 | n/a | n/a | US$660m |
| Mar 31 2022 | n/a | n/a | US$586m |
| Dec 31 2021 | US$11m | US$816k | US$547m |
| Sep 30 2021 | n/a | n/a | US$484m |
| Jun 30 2021 | n/a | n/a | US$485m |
| Mar 31 2021 | n/a | n/a | US$350m |
| Dec 31 2020 | US$4m | US$600k | US$370m |
Compensazione vs Mercato: La retribuzione totale di Rohit ($USD 9.87M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.38M ).
Compensazione vs guadagni: La retribuzione di Rohit è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Rohit Gupta (51 yo)
13.3yrs
Mandato
US$9,874,055
Compensazione
Mr. Rohit Gupta is Chairman, President & CEO of Enact Mortgage Insurance Corporation of North Carolina. Mr. Gupta was Senior VP & Chief Commercial Officer of Enact Mortgage Insurance Corporation of North C...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 13.3yrs | US$9.87m | 0.37% $ 22.0m | |
| Executive VP | 13.3yrs | US$2.67m | 0.10% $ 6.0m | |
| EVP & COO | 5.9yrs | US$1.10m | 0.016% $ 945.5k | |
| Executive VP | 8.9yrs | US$1.50m | 0.037% $ 2.2m | |
| Executive VP & Chief Risk Officer | 13.3yrs | US$1.49m | 0.028% $ 1.7m | |
| VP, Controller & Principal Accounting Officer | no data | Nessun dato | 0.0012% $ 72.2k | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Sales | no data | Nessun dato | Nessun dato | |
| Senior VP & Chief Human Resources Officer | no data | Nessun dato | Nessun dato | |
| Senior VP & Chief Customer Experience Officer | 3.8yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Government and Industry Affairs | no data | Nessun dato | Nessun dato | |
| VP & Chief of Staff | no data | Nessun dato | Nessun dato |
11.1yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di ACT è esperto e expertise (durata media dell'incarico 11.1 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 13.3yrs | US$9.87m | 0.37% $ 22.0m | |
| Independent Director | 4.8yrs | US$311.25k | 0.0043% $ 254.6k | |
| Independent Director | 4.8yrs | US$297.50k | 0% $ 0 | |
| Independent Chairperson of the Board | 4.8yrs | US$488.50k | 0.0072% $ 423.9k | |
| Independent Director | 4.3yrs | US$307.50k | 0.0036% $ 212.0k | |
| Independent Director | 4.8yrs | US$287.50k | 0.0036% $ 212.0k | |
| Director | 5.1yrs | Nessun dato | Nessun dato | |
| Independent Director | 4.8yrs | US$312.50k | 0.0036% $ 212.0k | |
| Independent Director | 1.3yrs | US$326.74k | Nessun dato | |
| Independent Director | 4.8yrs | US$312.50k | Nessun dato | |
| Director | 3.3yrs | Nessun dato | 0.0036% $ 212.0k |
4.8yrs
Durata media
69yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ACT sono considerati esperti (durata media dell'incarico 4.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/15 11:10 |
| Prezzo dell'azione a fine giornata | 2026/06/12 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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 7 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.
| Analista | Istituzione |
|---|---|
| Mihir Bhatia | BofA Global Research |
| Arren Cyganovich | Citigroup Inc |
| Ryan Nash | Goldman Sachs |