Enact Holdings（ACT）株式概要
エナクト・ホールディングスは米国で民間住宅ローン保険会社として営業している。 詳細
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Analyst Price Targets
Enact Holdings, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$45.77 |
| 52週高値 | US$47.28 |
| 52週安値 | US$33.94 |
| ベータ | 0.46 |
| 1ヶ月の変化 | 7.14% |
| 3ヶ月変化 | 4.24% |
| 1年変化 | 29.00% |
| 3年間の変化 | 65.89% |
| 5年間の変化 | n/a |
| IPOからの変化 | 123.38% |
最新ニュース
ナラティブ更新 • Jun 24
ACT: Future Returns Will Be Shaped By Buybacks And Steady Dividend Payouts
Analysts have maintained their $45.75 price target on Enact Holdings, with only minor model adjustments to the discount rate and long term assumptions cited as the key drivers of this unchanged view. What’s in the News for Enact Holdings From February 3, 2026 to March 31, 2026, Enact Holdings repurchased 784,091 shares, representing 0.55% of shares, for US$32.09 million under the buyback announced on February 3, 2026, according to company filings.分析記事 • Jun 20
Enact Holdings (ACT) Stock Could Be 7.3% Undervalued After Mixed Earnings Reaction
Enact Holdings (ACT) just delivered quarterly revenue ahead of expectations, yet the stock moved lower after the earnings release, underscoring how mixed signals in the report shaped investor reaction. See our latest analysis for Enact Holdings. At a share price of $42.39, Enact Holdings has seen short term share price momentum soften over the past month, even as the 1 year total shareholder return of 19.41% and 3 year total shareholder return of 87.26% point to a longer track record that...ナラティブ更新 • 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.Recent updates
ナラティブ更新 • Jun 24
ACT: Future Returns Will Be Shaped By Buybacks And Steady Dividend Payouts
Analysts have maintained their $45.75 price target on Enact Holdings, with only minor model adjustments to the discount rate and long term assumptions cited as the key drivers of this unchanged view. What’s in the News for Enact Holdings From February 3, 2026 to March 31, 2026, Enact Holdings repurchased 784,091 shares, representing 0.55% of shares, for US$32.09 million under the buyback announced on February 3, 2026, according to company filings.分析記事 • Jun 20
Enact Holdings (ACT) Stock Could Be 7.3% Undervalued After Mixed Earnings Reaction
Enact Holdings (ACT) just delivered quarterly revenue ahead of expectations, yet the stock moved lower after the earnings release, underscoring how mixed signals in the report shaped investor reaction. See our latest analysis for Enact Holdings. At a share price of $42.39, Enact Holdings has seen short term share price momentum soften over the past month, even as the 1 year total shareholder return of 19.41% and 3 year total shareholder return of 87.26% point to a longer track record that...ナラティブ更新 • 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 Alphaナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).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
新しいナラティブ • 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.株主還元
| ACT | US Diversified Financial | US 市場 | |
|---|---|---|---|
| 7D | 1.9% | 0.1% | -0.7% |
| 1Y | 29.0% | -4.1% | 17.3% |
業界別リターン: ACT過去 1 年間で-4.1 % の収益を上げたUS Diversified Financial業界を上回りました。
リターン対市場: ACT過去 1 年間で17.3 % の収益を上げたUS市場を上回りました。
価格変動
| ACT volatility | |
|---|---|
| ACT Average Weekly Movement | 3.0% |
| Diversified Financial Industry Average Movement | 6.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: ACT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ACTの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1981 | 419 | Rohit Gupta | enactmi.com |
エナクト・ホールディングスは米国で民間モーゲージ保険会社として営業している。同社は住宅抵当保証保険の引受と引受けを行っている。また、プライム・ベースの個別引受住宅ローン、プール・モーゲージ保険、契約引受サービス、モーゲージ関連再保険商品を保険商品として提供している。大手マネーセンター・バンク、ノンバンク、全国および地方のモーゲージ・バンカー、コミュニティ・バンク、信用組合にサービスを提供している。前身はジェンワース・モーゲージ・ホールディングスで、2021年5月にエナクト・ホールディングスに社名変更した。エナクト・ホールディングスは1981年に設立され、ノースカロライナ州ローリーに本社を置いている。エナクト・ホールディングスはジェンワース・ホールディングスの子会社である。
Enact Holdings, Inc. 基礎のまとめ
| ACT 基礎統計学 | |
|---|---|
| 時価総額 | US$6.35b |
| 収益（TTM） | US$676.24m |
| 売上高(TTM) | US$1.24b |
9.4x
PER（株価収益率5.1x
P/SレシオACT は割高か？
公正価値と評価分析を参照収益と収入
| ACT 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.24b |
| 売上原価 | US$329.48m |
| 売上総利益 | US$911.64m |
| その他の費用 | US$235.40m |
| 収益 | US$676.24m |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 05, 2026
| 一株当たり利益（EPS） | 4.84 |
| グロス・マージン | 73.45% |
| 純利益率 | 54.49% |
| 有利子負債／自己資本比率 | 13.9% |
ACT の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.1%
現在の配当利回り18%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/22 00:16 |
| 終値 | 2026/07/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Enact Holdings, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8
| アナリスト | 機関 |
|---|---|
| Mihir Bhatia | BofA Global Research |
| Arren Cyganovich | Citigroup Inc |
| Ryan Nash | Goldman Sachs |